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Deploy Records Across Multiple Channels

If you run omnichannel campaigns, deploy the same records from a segment across every channel, making it easier for you execute campaigns and track your performance.

Who can use this feature?

  • Customers with Deploy records permission.
  • By default, Administrator and Normal users can deploy segments.


How Ad Platform Deployments Work

Deploying records to ad platforms works differently than deploying to your CRM or MAT. When deployed to an ad platform, New records don't appear as Open records in Radius. Instead, they remain in New status, which allows you to deploy the same records from one segment to multiple channels. To start tracking performance, you'll need to import the CSV file with those records into your CRM so they will appear as Open.

Best Practices for Deployments Across Multiple Channels

  • For each segment, deploy all New records in a single deployment. This way, you can be sure that each channel receives the exact same records.
  • Most ad platforms require a minimum number of records in an audience. We recommend deploying at least 2500 records to meet that requirement after matching. If you have more than 100,000 New records in your segment, contact your CSM.

Deploy Records to Multiple Channels

To execute omnichannel, you'll need to deploy the same New records from a segment to Facebook Ads, Twitter Ads, and then Google AdWords. Don't edit or modify your segment for each deployment, you want the same records in each ad platform. After you deploy records to the last ad platform, deploy those records to your CRM to start tracking performance.

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