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Create or manage a Contextual audience with Vera

Use Vera’s chat-based interface to create a new Contextual audience and assign it to campaigns.

Written by Team IQM

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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.

Contextual audience overview

Contextual audiences group users based on their online activity. You’ll provide keywords and/or URLs, and users are added to the audience when they visit sites that feature them during the data collection period and at the frequency you choose.

Vera can recommend related keywords for you to review, so you can start with a short description of your audience instead of a complete keyword list.

The following Contextual audience types are supported:

  • Specialty

  • Political

  • Healthcare (Healthcare Professional [HCP], Nurse, Non-NPI Nurse, Generic)

Refer to Contextual audience overview for more information and eligibility criteria.

Create a Contextual audience with Vera

Follow these steps to create a new Contextual audience with Vera:

  1. Open the Vera app.

  2. Select Audience below the input box to start from a ready-made prompt, or type your own request to create a new Contextual audience. This will redirect you to a new conversation with Vera.

    1. If desired, describe the audience, such as “Create a contextual audience for diabetes.”

    2. No need to include everything–Vera will prompt you to enter your preferences if you’ve missed any details.

  3. If not already provided, add the Audience Details.

    1. Select Contextual.

    2. Click Apply.

  4. If you’re creating a Healthcare audience, choose the audience type when Vera prompts you: Generic, NPI Type (HCP, Nurse), or Non-NPI Type (Non-NPI Nurse).

  5. Add the keywords and/or URLs that define the audience.

    1. To add keywords manually, add or describe keywords in the input box.

    2. To add URLs manually, paste the URLs you’d like to include.

    3. To upload a file containing a set of keywords or URLs, click + and select the file.

    4. If any items can’t be added, Vera lets you know and offers a downloadable list of the errors.

  6. Review your keywords and URLs in the Select Keywords card.

    1. Your keywords and URLs appear under Captured & Selected Keywords. Click the x on any item to remove it.

    2. Add individual keywords from the Recommended list, or click Select all. Recommendations are ranked by confidence score (High, Medium, Low).

    3. Type in the input box to get more relevant keywords and links.

    4. Click Next Step.

  7. Choose a data collection method in the Data Collection Method card.

    1. Static: Enter a Date Range and Frequency to capture a fixed snapshot of users.

    2. Dynamic: Enter a Timeframe (the number of days before the current date) and Frequency to capture a rolling audience that refreshes daily.

    3. Refer to Contextual audience overview: Data Collection Period for more information on Static and Dynamic settings.

  8. Select Generate Audience.

Vera will confirm once the audience is generated and saved. The audience appears in the Audiences app with a Processing status.

For HCP and Nurse audiences, Vera first gathers reach data across data partners. Choose your preferred partner in the Data Partner pop-up and click Select Data Partner to finish generating the audience.

Keep working in the same chat: After you create the audience, you can ask Vera to attach it to a campaign, or start another task such as a report or dashboard, in the same chat. Refer to Work on multiple tasks in one chat with Vera for more information.

Create a Contextual audience while creating a campaign

You can also create a Contextual audience while you create a campaign with Vera. When Vera asks which audience the campaign should target, ask Vera to create a new Contextual audience. Vera will guide you through steps 3 through 8 above, then add the new audience to the campaign.

Refer to Create or manage a campaign with Vera for more information.

Review a Contextual audience with Vera

Follow these steps to review a Contextual audience with Vera:

  1. Locate an existing chat.

  2. Select View on the audience card. This will open a pop-up window featuring audience details such as its keywords and URLs, reach, status, and more.

  3. Close the pop-up window to return to your conversation with Vera.

Assign a Contextual audience to a campaign with Vera

Follow these steps to assign a Contextual audience to a campaign with Vera:

  1. Locate an existing chat.

  2. Open the Assign to Campaign menu.

  3. Click Assign to Existing Campaign or Assign to New Campaign.

    1. You can also use the input box to tell Vera that you’d like to assign it.

    2. 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 Contextual audiences at any time. Follow the steps outlined in Create or manage a Contextual audience for step-by-step instructions.

Locate additional Vera resources

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