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Create or manage a Matched audience

Create and customize Matched audiences; edit, duplicate, or delete existing ones; and assign them to new or existing campaigns.

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Written by Team IQM
Updated over 2 weeks ago

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Matched audience overview

Matched audiences are enabled by IQM’s ID graph and made up of users from advertisers’ first-party data such as Customer Relationship Management (CRM) data for specialty campaigns, or past voters for political campaigns, for example. You’ll add your customer lists to the Matched audience to target these offline users through digital channels.

Specialty and Political advertisers can Create a Matched audience (Specialty, Political); and Healthcare advertisers have the option to Create an NPI-based (HCP, Nurse) Matched audience, Create a Patient Matched audience (beta), or Create a Generic Matched audience.

Refer to Matched audience overview for more information and eligibility requirements, or continue reading to create and manage a Matched audience in the IQM platform.

Create a Matched audience (Specialty, Political)

Follow these steps to create a Matched audience for Specialty or Political campaigns:

  1. Open the Audiences app.

  2. Select Matched Audience.

  3. Click + Create New. This will open the Create Matched Audience pop-up window.

  4. Enter a name for the audience.

  5. Add an XLSX or CSV file containing the customer list or voter list.

    1. Download the Sample File to ensure your file is formatted correctly.

    2. If the desired file is stored in your device’s local files and you’d like to upload it, click Upload File and select it.

    3. If the desired file is stored in your device’s local files and you’d like to drag and drop it, select the desired file and drag it into any area of the dashed rectangle.

    4. If the desired file is stored in an external account such as Google Drive or Dropbox, select the corresponding company’s icon.

      1. A pop-up window will open and prompt you to log in, accept any applicable privacy settings, and select the desired file from the online drive.

  6. Open the Select Matching Criteria menu and select the system field(s) contained in your file that will be used for audience matching.

  7. If you’re a Political advertiser who uploaded a file containing Voter ID contents, make a selection from the Data Partner menu.

  8. Complete the required System Fields and Uploaded File Columns in the table.

    1. Click + Add Field to add additional fields to the table.

    2. Only one row is required; however, completing more will help increase the chances of a high Match Rate.

  9. Select Create.

Your Matched audience will immediately begin processing. You can monitor its current status by following the steps outlined in Review a Matched audience.

Create a Matched audience (Healthcare)

Healthcare advertisers can create the following types of Matched audiences:

Follow these steps to access the + Create Audience workflow for all types:

  1. Open the Audiences app.

  2. Select Matched Audience.

  3. Click + Create New. This will open the Create Matched Audience pop-up window.

NPI-based (HCP, Nurse) (Healthcare)

HCP or Nurse Matched audience pricing notice: When you create a Matched audience from NPI IDs, we’ll prompt you to select a Data Partner. We directly ingest NPI numbers from these leading industry sources, which power our identity graph with over 80% coverage of the HCP universe and result in maximum unique campaign reach. There is a cost associated with targeting these segments, which varies by data provider and can be reviewed once the audience is fully generated and features a Ready status.

Follow these steps to create a new NPI-based (HCP, Nurse) Matched audience for Healthcare campaigns:

  1. Enter a name for the audience.

  2. Choose HCP or Nurse from the Select Type menu.

  3. Select the Data Partner of your choice.

  4. Add an XLSX or CSV file containing the list of NPIs.

    1. Download the Sample File to ensure your file is formatted correctly.

    2. If the desired file is stored in your device’s local files and you’d like to upload it, click Upload File and select it.

    3. If the desired file is stored in your device’s local files and you’d like to drag and drop it, select the desired file and drag it into any area of the dashed rectangle.

    4. If the desired file is stored in an external account such as Google Drive or Dropbox, select the corresponding company’s icon.

      1. A pop-up window will open and prompt you to log in, accept any applicable privacy settings, and select the desired file from the online drive.

  5. Open the Select Matching Criteria menu and select the system field(s) contained in your file that will be used for audience matching.

  6. Complete the required System Fields and Uploaded File Columns in the table.

    1. Click + Add Field to add additional fields to the table.

    2. Only one row is required; however, completing more will help increase the chances of a high Match Rate.

  7. Select Create.

Your Matched audience will immediately begin processing. You can monitor its current status by following the steps outlined in Review a Matched audience.

Patient (Healthcare)

Beta notice: Access to Patient Matched audiences is currently limited to users participating in a closed, invitation-only beta testing program. General availability for this feature is coming soon.

Follow these deals to upload a file that contains patient details for audience matching:

  1. Enter a name for the audience.

  2. Choose Patient from the Select Type menu.

  3. Add an XLSX or CSV file containing the patient list.

    1. Download the Sample File to ensure your file is formatted correctly.

    2. If the desired file is stored in your device’s local files and you’d like to upload it, click Upload File and select it.

    3. If the desired file is stored in your device’s local files and you’d like to drag and drop it, select the desired file and drag it into any area of the dashed rectangle.

    4. If the desired file is stored in an external account such as Google Drive or Dropbox, select the corresponding company’s icon.

      1. A pop-up window will open and prompt you to log in, accept any applicable privacy settings, and select the desired file from the online drive.

  4. Review the consent disclaimer, and select the checkbox to confirm that you understand and agree to the listed terms.

  5. Open the Select Matching Criteria menu and select the system field(s) contained in your file that will be used for audience matching.

  6. Complete the required System Fields and Uploaded File Columns in the table.

    1. Click + Add Field to add additional fields to the table.

    2. Only one row is required; however, completing more will help increase the chances of a high Match Rate.

  7. Select Create.

Your Matched audience will immediately begin processing. You can monitor its current status by following the steps outlined in Review a Matched audience.

Generic (Healthcare)

Follow these steps to create a Generic Matched audience for healthcare campaigns:

  1. Enter a name for the audience.

  2. Choose Generic from the Select Type menu.

  3. Follow steps 4 through 7 of the NPI-based (HCP, Nurse) (Healthcare) workflow.

Your Matched audience will immediately begin processing. You can monitor its current status by following the steps outlined in Review a Matched audience.

Manage a Matched audience

Use the Matched Audience page of the Audiences app to review, search, sort, or filter your existing Matched audiences. You can also use this page to change their name or delete them; generate their audience insights; and assign them to campaigns.

Review a Matched audience

Follow these steps to review an existing Matched audience:

  1. Locate the audience you’d like to review.

    1. Search by ID or Audience Name.

    2. Filter by Status for all audiences and by Type for Healthcare audiences.

    3. Open the column selector to add or remove a table column.

  2. Select the desired audience’s ID in the ID column. This will open the audience in a pop-up window, where you can review its details.

  3. Once the audience features a Ready status, you can also review additional data and insights.

    1. Review the audience’s Reach, Records, Match Rate, Cost (CPM), and Status in the summary panel.

    2. If you created a Healthcare audience, review the Type and Data Partner in the summary panel.

    3. Review and/or download the file you uploaded when you created the audience.

  4. Select Done to close the pop-up window and return to the Matched Audience page

Edit a Matched audience

More on editing Matched audiences: Only an existing Matched audience’s name can be edited. If you’d like to apply changes to the audience’s other settings—such as its source file or type—creating a new one instead.

Follow these steps to edit an existing Matched audience’s name:

  1. Select the existing name from the table’s Audience Name column, and type the new audience name directly in the cell.

  2. Click the checkmark icon to confirm your selection.

Duplicate a Matched audience

Duplication isn't supported for Matched audiences.

Follow the steps outlined in Create a Matched audience (Specialty, Political) or Create a Matched Audience (Healthcare) to create a new audience instead.

Delete a Matched audience

Audience deletion notice: Note that deleted audiences are unrecoverable, and this action is permanent.

You can delete Matched audiences individually or in bulk. They must feature a Ready, Processing, or Failed status; and their Allowlist/Blocklist count must be 0.

Follow these steps to delete a Matched audience.

  1. Select the checkboxes next to the desired audience(s).

  2. Click Delete.

The deleted audience(s) will no longer appear in the Audiences app.

Generate Audience Insights

Matched audience eligibility notice: Audience Insights reports are available for eligible standard Matched audiences, Voter ID Matched audiences, and HCP or Nurse Matched audiences. Patient Matched audiences are not supported.

You can generate, download, and send insights for each of your Matched audiences at no additional cost. These insights provide a holistic and in-depth view of user attributes to help you craft highly targeted and personalized campaigns.

Refer to these dedicated resources to learn more about generating Audience Insights for your Matched audiences:

Assign a Matched audience to a campaign

A single campaign can target up to 20 audiences. You can assign Matched audiences to new and existing campaigns, and from the Audiences and Campaigns apps. Refer to Assign an audience to a campaign for step-by-step instructions.

Review data costs

The Data Cost metric represents a campaign’s total spend on targeting and/or blocking data segments. This includes the total amount spent on audience targeting.

You can review a campaign’s data costs in the following ways:

Review a campaign’s data costs from the Dashboard app

Follow the steps outlined in Customize a dashboard table - Add or remove a column to choose which metrics are displayed on your dashboard. Select the Data Cost metric from the Spending category to add it.

Review a campaign’s data costs from the Campaigns app

In the Campaigns app, open the column selector to choose which metrics are displayed in the table. Select the Data Cost metric from the Spending category to add it.

Review a campaign’s data costs from the Reports app

Follow the steps outlined in Generate a report to create a custom report. Select the Data Cost metric from the Spending category to add it to the report.

Locate additional Matched audience resources

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