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Vera overview
Vera is your AI-powered campaign operations partner. Vera can assist you with workflows spanning campaign strategy, execution, and reporting. Simply start a conversation with Vera to transform ideas and requirements into actionable marketing workflows in minutes instead of hours.
Refer to Vera overview for more information about Vera’s capabilities.
Matched audience overview
Matched audiences are made up of users from your first-party data such as Customer Relationship Management (CRM) data for specialty campaigns, NPI lists for Healthcare campaigns, or past voters for Political campaigns, for example.
While the audience is generating, it recognizes consumers across channels and devices through IQM’s privacy-compliant Identity Graph, which unifies offline and online identifiers to a single profile. Targeting this segment allows you to reach these offline users through digital channels.
The following Matched audience types are supported:
Specialty
Political (Voter IDs)
Healthcare (Healthcare Professional [HCP], Nurse, Non-NPI Nurse, Patient, Generic)
Refer to Matched audience overview for more information and eligibility criteria.
Create a Matched audience with Vera
Follow these steps to create a new Matched audience with Vera:
Open the Vera app.
Select Audiences.
Use the chat box to ask Vera to create a new Matched audience.
Describe the audience’s details such as the type of source data you’ll provide (e.g., voter IDs for a Political audience or NPIs for a Healthcare audience). .
No need to include everything–Vera will prompt you to enter your preferences if you’ve missed any details.
Click the submit button. This will redirect you to a new conversation with Vera.
Add an XLSX or CSV file containing your first-party data.
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.
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.
If the desired file is stored in an external account such as Google Drive or Dropbox, select the corresponding company’s icon.
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.
Enter a name for the audience.
Open the Primary Matching Criteria menu and select the system field(s) contained in your file that will be used for audience matching.
Complete the required System Fields and Uploaded File Columns in the table.
Click + Add Field to add additional fields to the table, if desired.
Only one row is required; however, completing more will help increase the chances of a high Match Rate.
Depending on the Matched audience subtype (e.g., Specialty, Political, Healthcare [HCP, Nurse, Non-NPI Nurse, Patient, Generic]), Vera will prompt you to provide additional details and requirements. This may include choosing a data partner or reviewing and agreeing to additional terms, for example.
Select Generate Audience.
Review a Matched audience with Vera
Select View Audience. This will open a pop-up window featuring audience details such as its creation date, match rate, reach, status, and more.
Click Done to close the pop-up window and return to your conversation with Vera.
Assign a Matched audience to a campaign with Vera
Follow these steps to assign a Matched audience to a campaign with Vera:
Select Attach To Campaign.
You can also use the chat box to tell Vera that you’d like to assign it.
Vera will ask a series of follow-up questions to capture the desired campaign(s) and any required details.
Manually review, manage, or assign an audience
You can manually create or manage Matched audiences at any time. Follow the steps outlined in Create or manage a Matched audience for step-by-step instructions.
Locate additional Vera resources