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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.
Geofarmed audience overview
Geofarmed audiences include people who’ve visited specific geographic locations that you define, whether on-premises or in proximity of the point of interest. Users are added to the audience based on their proximity to those locations within the date range and at the frequency you choose.
All locations in a Geofarmed audience share an “OR” relationship, so a user only needs to visit one of them to qualify.
The following Geofarmed audience types are supported:
Specialty
Political
Healthcare (Healthcare Professional [HCP], Nurse, Non-NPI Nurse, Generic)
Refer to Geofarmed audience overview for more information and eligibility criteria.
Create a Geofarmed audience with Vera
Follow these steps to create a new Geofarmed audience with Vera:
Open the Vera app.
Select Audience below the input box to start from a ready-made prompt, or type your own request to create a new Geofarmed audience. This will redirect you to a new conversation with Vera.
If desired, describe the locations you’d like to target, such as “Create a Geofarmed audience of people who visited hospitals in Austin, TX.”
No need to include everything–Vera will prompt you to enter your preferences if you’ve missed any details.
If not already provided, complete the Audience Type Selection.
Select Geofarmed.
Click Submit.
Select + Add Locations. This will open the Select Locations screen.
Add the locations you’d like to target. You can draw a custom area on a map, enter ZIP codes, or upload a file with location details.
Refer to Manage campaign Allowlists and Blocklists for step-by-step instructions on adding Targeted Locations via Custom Area, ZIP Codes, and/or Upload Files.
Click Save to apply your Targeted Locations settings to the audience.
If you’re creating a Healthcare or Political audience, Vera will prompt you for any additional required details, such as the Healthcare audience type: Generic, NPI Type (HCP, Nurse), or Non-NPI Type (Non-NPI Nurse).
Follow Vera’s prompts to provide any required details based on your selection.
Select Continue in the Locations section.
Enter the Start Date and, if desired, the End Date for data collection in the Time Range section.
Select Edit to manage the audience’s Advanced Settings.
If desired, change how many times a user must visit your locations to be added to the audience.
Select Generate Audience.
Vera will confirm once the audience is generated and saved. The audience appears in the Audiences app with a Processing status.
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 Geofarmed audience while creating a campaign
You can also create a Geofarmed audience while you create a campaign with Vera. When Vera asks which audience the campaign should target, ask Vera to create a new Geofarmed audience. Vera will guide you through steps 3 through 10 above, then add the new audience to the campaign.
Refer to Create or manage a campaign with Vera for more information.
Review a Geofarmed audience with Vera
Follow these steps to review a Geofarmed audience with Vera:
Select View on the audience card. This will open a pop-up window featuring audience details such as its locations, reach, status, and more.
Click Next to review the audience’s Time Range and Advanced Settings.
Close the pop-up window to return to your conversation with Vera.
Assign a Geofarmed audience to a campaign with Vera
Follow these steps to assign a Geofarmed audience to a campaign with Vera:
Open the Assign to Campaign menu.
Click Assign to Existing Campaign or Assign to New Campaign.
You can also use the input 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 Geofarmed audiences at any time. Follow the steps outlined in Create or manage a Geofarmed audience for step-by-step instructions.
Locate additional Vera resources