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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.
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
You can use the Audiences app to create one Matched audience at a time. Specialty advertisers can create Matched audiences, Political advertisers have the option to create Matched audiences from voter details, and Healthcare advertisers have the option to also upload NPI lists to create HCP Matched audiences.
All Matched audience types can be created from the Matched Audience tile of the Audiences app:
Create a Matched audience (Specialty)
Follow these steps to upload a CRM or other first-party data file for audience matching:
Select Matched Audience.
Click + Create New. This will open the Matched Audience pop-up window.
Name the audience.
Enter a unique name to differentiate this audience from other Matched audiences that you may create.
Add an XLSX or CSV file containing the customer list to the audience.
To upload the list from our computer’s local files, select Upload File, choose the file, and click Open.
To drag-and-drop a creative, open your computer’s local files, choose the file, and drag your cursor from the file to the Drag & Drop portion of the page.
To upload a creative from an external file-storage service such as Google Drive or a Dropbox account, select the corresponding company’s icon. You’ll be prompted to log in, accept any applicable privacy settings, and select the file from the online drive.
Complete the required System Fields and Updated File Columns.
The information box highlights the minimum-required fields; however, completing more will help increase the chances of a high Match Rate.
Select Create to create the Matched audience.
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 Voter ID Matched audience (Political)
Follow these steps to create a Matched audience from a list of Voter IDs or Voter emails, phone numbers, or addresses:
Select Matched Audience.
Click + Create New. This will open the Matched Audience pop-up window.
Name the audience.
Enter a unique name to differentiate this audience from other Matched audiences that you may create.
Add an XLSX or CSV file containing the Voter ID list to the audience.
To upload the list from our computer’s local files, select Upload File, choose the file, and click Open.
To drag-and-drop a creative, open your computer’s local files, choose the file, and drag your cursor from the file to the Drag & Drop portion of the page.
To upload a creative from an external file-storage service such as Google Drive or a Dropbox account, select the corresponding company’s icon. You’ll be prompted to log in, accept any applicable privacy settings, and select the file from the online drive.
Select the checkbox to confirm that the file includes Voter details.
Complete the required System Fields and Updated File Columns.
The information box highlights the minimum-required fields; however, completing more will help increase the chances of a high Match Rate.
Select Create to create the Matched audience.
Your Matched audience will immediately begin processing. You can monitor its current status by following the steps outlined in Review a Matched audience.
Create an HCP Matched audience (Healthcare)
HCP 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 upload a file that contains NPI data for audience matching:
Select Matched Audience.
Open the + Create New menu and select HCP. This will open the Matched Audience (HCP) pop-up window.
Name the audience.
Enter a unique name to differentiate this audience from other Matched audiences that you may create.
Add an XLSX or CSV file containing the NPI list to the audience.
To upload the list from our computer’s local files, select Upload File, choose the file, and click Open.
To drag-and-drop a creative, open your computer’s local files, choose the file, and drag your cursor from the file to the Drag & Drop portion of the page.
To upload a creative from an external file-storage service such as Google Drive or a Dropbox account, select the corresponding company’s icon. You’ll be prompted to log in, accept any applicable privacy settings, and select the file from the online drive.
Select Next.
Complete the required System Fields and Updated File Columns.
The information box highlights the minimum-required fields; however, completing more will help increase the chances of a high Match Rate.
Select the Data Partner of your choice.
Click Create to create the Matched audience.
Your HCP 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 edit, duplicate, or delete them; generate insights; and assign them to campaigns.
Review a Matched audience
Follow these steps to access the Matched Audience page and locate an existing Matched audience:
Open the Audiences app.
Select Matched Audience.
Search or filter the table to locate the audience you’d like to review.
Open the column selector, if desired, to add or remove a table column.
Select the audience’s name in the Audience Name column. This will open the Audience Details pop-up window, which includes that audience’s attributes.
Once the Matched audience features a Ready status, you can also review details such as its Match Rate, Cost, and Reach.
Select Done to close the Audience Details pop-up window and return to the Matched Audience page.
Edit a Matched audience
Note that only edits to a Matched audience’s name are currently supported. Follow these steps to edit an existing Matched audience’s name:
Use the audience-type panel to either select All or Matched Audience.
Search or filter the table to locate the audience you’d like to edit.
Select the checkbox next to the desired audience.
You can edit one Matched audience at a time. Selecting multiple audiences will disable the Edit Audience feature.
Open the Actions menu and click Edit. This will open a pop-up window where you can update the audience’s details.
Make your desired edits to the audience’s name.
Select Save to apply the changes to the existing Matched audience.
Duplicate a Matched audience
Follow these steps to duplicate an existing Matched audience:
Use the audience-type panel to either select All or Matched Audience.
Search or filter the table to locate the audience you’d like to duplicate.
Select the checkbox next to the desired audience.
You can duplicate one Matched audience at a time. Selecting multiple audiences will disable the Duplicate Audience feature.
Open the Actions menu and click Duplicate. This will open a pop-up window where you can update the audience’s details.
Name the audience.
If no changes are applied, the duplicated audience’s Audience Name will show “Copy of” followed by the existing audience’s name.
Select Create to create the duplicated audience.
The duplicated audience will appear in the Matched Audience table in the Audiences app and feature a Processing status.
Delete a Matched audience
Audience deletion notice: Note that deleted audiences are unrecoverable, and this action is permanent. |
You can delete certain Matched audiences individually or in bulk. Each Matched audience must feature a Ready, Processing, or Failed status—and must not be assigned to a campaign—to be eligible for deletion.
Follow these steps to delete a Matched audience:
Use the audience-type panel to either select All or Matched Audience.
Search or filter the table to locate the audience(s) you’d like to delete.
Select the checkbox(es) next to the desired audience(s).
Open the Actions menu and click Delete. This will open the Delete Audience? Pop-up window, where you can review any warnings and confirm your selection.
Any deleted audiences will no longer appear on the Matched Audience or All pages of 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 Matched audiences. |
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
Assign Matched audiences to new or existing campaigns in the Audiences app or Campaigns app. A single campaign can target up to 20 audiences.
Add a Matched audience to a new campaign - Audiences app
Follow these steps to assign Processing or Ready Matched audiences to a new campaign in the Audiences app:
Use the audience-type panel to either select All or Matched Audience.
Search or filter the table to locate the Matched audience(s) you’d like to add to a new campaign.
Select the checkbox(es) next to the desired audience(s).
Open the Campaign Actions menu and choose Create Campaign. This will open the Create Campaign pop-up window.
Search or browse and select an insertion order from the Insertion Order menu.
Enter the campaign’s name into the Campaign Name field.
Choose a unique one to differentiate this campaign from others that you may create.
Select Create. This will redirect you to the campaign creation page of the Campaigns app.
Locate and expand the Audiences section, where Matched is pre-selected and the Matched audience(s) that you added are listed in a table.
If desired, open the Select Audiences menu to search and select additional Matched audiences to the campaign.
Complete the campaign’s other required and applicable fields, as needed.
Save your changes.
Select Save as Draft to apply your selections in a draft format.
Select Run to apply your selections and create the campaign.
Add a Matched audience to a new campaign - Campaigns app
Follow these steps to assign Processing or Ready Matched audiences to a new campaign in the Campaigns app:
Open the Campaigns app.
Choose an insertion order (IO). This will direct you to the Insertion Order Info page.
Select + Create Campaign. We’ll redirect you to a landing page for the new campaign, where you can add or update its details and targeting parameters.
Locate and expand the Audiences section.
Select the Matched audience type.
Open the Select Audiences menu to search and select the Matched audiences that this campaign will target or block.
Complete the campaign’s other required and applicable fields, as needed.
Save your changes.
Click Save as Draft to apply your selections in draft format.
Click Run to apply your selections and create the campaign.
Add a Matched audience to an existing campaign - Audiences app
Follow these steps to assign Processing or Ready Matched audiences to existing campaigns in the Audiences app:
Use the audience-type panel to either select All or Matched Audience.
Search or filter the table to locate the Matched audience(s) you’d like to add to an existing campaign.
Select the checkbox(es) next to the desired audience(s).
Open the Campaign Actions menu and choose Add To Campaign. This will open the Add To Campaign pop-up window.
Use the Campaigns field to search or browse and select the existing campaign(s).
Click Update to add the audience(s) to the campaign(s) you selected.
Add a Matched audience to an existing campaign - Campaigns app
Follow these steps to assign Processing or Ready Matched audiences to existing campaigns in the Campaigns app:
Open the Campaigns app.
Choose an insertion order (IO), then filter or search your campaigns to locate the one for which you’d like to add the Matched audience(s).
Locate the Campaign Name column and click the campaign’s name. This will redirect you to a landing page for the campaign, where you can add or update its details and targeting parameters.
Locate and expand the Audiences section.
Select the Matched audience type.
Open the Select Audiences menu to search and select the Matched audiences that you’d like to add to this campaign.
Select Save to apply your changes to the existing campaign.
Remove a Matched audience from a campaign
Follow these steps to remove a Matched audience from an existing campaign:
Open the Campaigns app.
Choose an insertion order (IO), then filter or search your campaigns to locate the one for which you’d like to remove the Matched audience(s).
Locate the Campaign Name column and click the campaign’s name. This will redirect you to a landing page for the campaign, where you can add or update its details and targeting parameters.
Locate and expand the Audiences section.
Select the Matched audience type.
Select the trashcan icon next to each Matched audience that you’d like to remove from the campaign.
Save your changes.
Select Save as Draft to apply the changes in a draft format.
Select Run to apply the changes and create the campaign.
Select Save if the campaign is already running and you’d like to apply the changes to the active campaign.
The campaign will no longer target the Matched audience(s) that you removed; however, the audience(s) will remain available in the Audiences app, and other campaigns that are targeting the audience(s) will not be impacted.
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