XPO supports uploading of your CRM for use in 

  • Display
  • Facebook
  • Search

How To Use CRM Audience 

a) Under the Audience menu, select Data Connector. Click on Add New and choose CRM to create a new audience segment.

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b) Fill in Segment Name and Advertiser for the account to create under.

c) Select Search channel.

d) Select your Google Ad Account.

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e) Upload your CRM data file via CSV or FTP method. Download the CSV Template to discover the fields that you can include.

NOTE

Please make sure that all columns' headers, format and order of the CSV Template must remain unchanged. For the fields that you want, fill them up with your information that you have while leaving other columns blank.

f) Click Save to finish.

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