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CRM Audience

Create a CRM Audience (.CSV Email List)

  1. Navigate to your Audience tab.

  2. Click New Audience.

  3. Select CRM for Audience Type.

  4. Upload your .CSV file and complete the remainder of the form.
  5. Save.

Learn more about how we turn your email lists into targetable audiences.

 

Format Your Email List

Your CRM file needs to be formatted correctly for your list to match correctly.

  • File must be formatted as .CSV.

  • List must contain at least 100 unique user emails.

  • All emails must be listed in a single column.

    • Do not list any information other than the emails you would like to match.

    • Column can't have a heading.

    • Email addresses must be in a valid format.
  • Remove any empty rows.

  • Maximum file size: 10MB.

 

Best Practices

Here are some tips for preparing your lists for CRM data onboarding:

  • Use personal emails where possible. Work emails have a lower match rate.

  • Make sure your email database is up to date; add an email validation step during signup workflows to help make sure visitors provide active emails.

  • Consider combining a CRM audience with other audience types to boost performance. Remember, the larger the audience your campaign has, the better.

 

Additional Considerations

  • CRM audiences can't be edited after they're created. Total visitors reflects the number of emails in your list.

  • The cookie matching process can take up to a week. Take this into consideration when planning your CRM campaign.

  • You can't adjust a CRM Audience duration.

 

Exclude an Audience

Excluding an audience from a campaign means that we won't show ads to people in that audience. To exclude an existing audience:

  1. Go to your Audience tab.
  2. Click on the audience that you want to exclude.
  3. Under Campaigns with Audience, switch the Target toggle from Target to Exclude.
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