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CRM Audience

Create a CRM Audience with your prepared .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.

  • 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 more optimization we can perform!

  • For Managed accounts: you can also upload phone numbers in your .CSV  file. If you upload phone numbers and email together, list all email addresses in the first column and phone numbers in the second column. Both emails and phone numbers should be listed vertically, in two single columns. Request a LiveRamp Connect account through your Account Executive.

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.

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