Skip to main content

Formatting customer lists for audience matching

Prepare customer lists for Meta, Google Ads, and Basis with supported fields and correct formatting.

Customer list targeting lets you reach specific users by uploading your own contact data, like emails or phone numbers. Fluency supports this strategy by helping you format these lists correctly to ensure successful audience targeting. This article reviews the supported fields and the proper formatting required for each platform.

Supported fields

Below are the supported fields and proper formatting for customer CRM match lists. All data must be SHA256 hashed before being passed to Fluency. All fields are optional.

Note: For Basis DSP, if you're uploading email addresses only, you can use SHA-256, or SHA-1. If you’re including other types of data, you must use SHA-1 hashing, but only the following combinations are accepted:

  • Phone number

  • Name and email address

  • Name and phone number

  • Name and ZIP code

email_address

Supported by Google Ads, Meta, and Basis

first_name

Supported by both Google and Meta

last_name

Supported by both Google and Meta

address_country_code

Use ISO two-letter country codes

Supported by both Google Ads and Meta

address_postal_code

Meta: 5 digit codes are allowed for the US, for all other countries leave out postal code extensions.

Basis: 5-digit, 9-digit, or 11-digit codes are allowed for the US, no other country postal codes are accepted.

Supported by Google Ads, Meta, and Basis

address_city

Use a-z only

Lowercase only, with no punctuation, no special characters, and no white space

Supported by Meta only

address_state

Meta: Use the 2-character ANSI abbreviation code, lowercase

Normalize states outside the US in lowercase, with no punctuation, no special characters, and no white space

Supported by Meta only

birthday_day

Use the DD format: 01 to 31

Supported by Meta only

birthday_month

Use the MM format: 01 to 12

Supported by Meta only

birthday_year

Use the YYYY format: 1900 to the current year

Supported by Meta only

phone_number

Format phone numbers using the E.164 format

Supported by Google Ads, Meta, and Basis

mobile_device_id

Supported by both Google Ads and Meta

Adding CRM customer lists

Customer lists are set up as data sources.

Creating CRM customer lists in Manage

  1. Add your data source in Manage.

  2. Click the Advanced Settings tab.

  3. Under the Data Format dropdown, select csv.

  4. Under the Custom Transformations dropdown, select CRMDataAudienceManager.

  5. Click Save.

Note: It may take up to 20 minutes for your data to process.

Linking the CRM customer list in Manage

  1. Click on the campaign you want to link your new custom audience to.

  2. Go to Campaign Settings near the top.

  3. Click Targeting (target icon).

Basis campaigns

Continuing under Targeting (target icon):

  1. Select Custom Audiences in the settings menu.

  2. Click Link Audiences.

  3. Check the box next to the audience you want to link.

  4. Click Link in the blue bulk edit menu.

Google campaigns

Continuing under Targeting (target icon):

  1. Select Applied Audiences in the settings menu.

  2. Click Link Audiences.

  3. Check the box next to the audience you want to link.

  4. Click Link in the blue bulk edit menu.

    1. (Optional) Click the dropdown to change your Method from Observation (the default and recommended method) to Targeted. Note: Using the Targeted method will narrow your campaign reach to only show to specific audiences you’ve selected.

    2. (Optional) Add a bid adjustment or leave blank to skip.

    3. (Optional) Toggle on Excluded Audiences to exclude these audiences from targeting.

    4. Click OK.

Meta campaigns

  1. Click on the campaign you want to link your new custom audience to.

  2. Click on the ad group you want to link your new custom audience to.

  3. Go to Ad Group Settings near the top.

  4. Select Audience in the settings menu.

  5. Select + Add New next to either Included to target the audience or Excluded to exclude the audience.

  6. Choose your audience from the dropdown.

  7. Click Save.

Account-mapped CRM customer lists

Note: CRM customer lists cannot be set up as global data sources. Use the account-mapped option, otherwise you can set up your data sources in Manage.

  1. Hover over Automate (rocket icon), and select Data Sources.

  2. Select the Account Mapped tab.

  3. Add your account-mapped data source.

  4. Click the Advanced tab.

  5. Under the Data Format dropdown, select csv.

  6. Under the Custom Transformations dropdown, select CRMDataAudienceManager.

  7. Click Save.

Adding your CRM customer list in Blueprints

  1. Hover over Automate (rocket icon) and select Blueprint Editor.

  2. Click on a Blueprint and select a campaign.

  3. In the right side tag pane under Account tags, locate your CRM list audience tag. Click crm-audience + to expand the tag options.

  4. Click the audience you want to add to your Blueprint to copy it to the clipboard and paste it into the correct field.

    1. Basis: Blueprint campaign > Targeting > Custom Audience Targets

    2. Google: Blueprint campaign > Targeting > + Add Target > Named Audiences > Audience Name

    3. Facebook (Meta): Blueprint campaign > Ad Group > Targeting > Custom User Lists

    4. Note: To exclude the audience add a minus sign (-) before your audience tag.

  5. Click Save Changes.

References

Related Articles
Did this answer your question?