Introduction
Exporting your audience allows you to use your CRM contact data in external advertising platforms to target your ads effectively.
Step 1: Complete your Digital Ad Plan
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Ensure all required information is filled in your plan
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Check the review panel to confirm all sections are complete
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Make any necessary corrections before proceeding
Step 2: Initiate the export process
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Navigate to the review step of your plan
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Click "Export & Complete" to prepare your audience list for export
Step 3: Choose contact history options
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You'll be asked if you wish to update the Contact History of the records in your list
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Select "Yes" if you are directly targeting these specific contacts with your ads
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Select "No" if you're using these contacts to create a lookalike audience (since you aren't actually targeting these specific supporters)
Step 4: Customize your export
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Click "Customize Export" to configure export options
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Choose which contact fields to include in your export
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Select the file format that works best with your advertising platform
Step 5: Download and use your export file
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After processing, your file will be available under "My Exports"
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Download the file
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Upload it to your chosen advertising platform following their audience import procedures
What else do you need help with?
Understanding Digital Ad Plans