A CRM Audience allows you to leverage your first-party customer data such as names, email addresses, phone numbers, and home addresses to create a custom audience for more personalized advertising. This process involves matching the provided data to device IDs, enabling you to target your customers or prospects across multiple devices with tailored ads.
By using a CRM Audience, you can ensure that your advertising is highly relevant and specific, reaching individuals who have already engaged with your brand.
Steps to Create a CRM Audience
Step 1: Navigate to the Audience Section
On the left-hand side of your screen, locate and click on Audience.
Step 2: Create a New Audience
Select + Audience at the top of the screen.
Choose CRM as your targeting type.
Enter a name for your audience and, if desired, add a description (optional).
Click Create to proceed.
Step 3: Request a CRM Upload Link
Click Request CRM Upload Link.
You will receive an email invitation from our data connectivity partner to create an account and log in. Once you've received the invitation, our team will send a separate email with detailed instructions on how to upload your data. In the meantime, feel free to download the provided template and formatting instructions to begin preparing your CRM data.
Note: If you have already created a CRM Audience in the past, you can use the same partner account login to upload your new audience file.
Step 4: Format and Upload Your Data
Format your CRM data in the provided CSV file template.
Log in to the partner portal once you have received access.
Upload your formatted data in the File Upload Section.
Note: Name your file exactly as your Agility CRM Audience to ensure seamless data transfer.
Step 5: Confirm the File Upload
Notify our team by replying to the instruction email or connect with us via Agility Chat to confirm the file upload.
Your CRM Audience will display an "Implementing" status for approximately 3-5 days. During this time, our partner will ingest your data and transfer matched device IDs to your Agility Audience.
Step 6: Your CRM Audience Becomes Active
Once the data is fully processed, the status of your CRM Audience will automatically change to Active.
At this point, you can begin targeting the CRM Audience in your desired ad groups.
Tips for Success
Providing as much data as possible will increase your match rate.
Ensure your file is named identically to your CRM Audience in Agility for seamless data integration.
If you have questions during the process, reach out via Agility Chat for support.