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Radius Customer Exchange Program

A Radius Customer Exchange (RCX) program is set of configurations that determines which records two partners will make available to each other via Radius' business graph and for how long. Think of it as a “macro segment” that RE segments are built from. A program can belong to one partnership only, and each partner designates a goal for the program.

When you build a program, your settings tell Radius which of four signals your partner can use to build segments that include Radius business graph matches for your records. Those signals are Location, Industry, Annual Revenue, and Number of Employees. You can also let your partner build segments that include Radius business graph matches for your custom signals. You can select any Radius signal or any of your own custom signals when building an RCX segment, but for your partner’s records, the segment will include only Radius matches for the signals they made available.

When setting up programs, you’ll define a date range for making Radius business graph matches for your records available.

RCX Program Example

This example explores the factors you consider when defining your RCX program settings and building the segments you create and deploy.

  • Signal availability and segment results.
  • Record type availability and record sources for deployment.

Say you’re a financial services company and your program partner is in insurance. You want to set up a co-marketing program to sell a bundle of both partners’ services to prospects that are common to both partners. When you set up your program, your Radius Customer Success Manager helps you align your RCX goal with your partner’s. They also help you decide

  • Which signals can return businesses that include Radius matches for your records
  • And which of your record types (New, Open, Won, and Lost) to make available to your partner for segmentation and deployment.

Radius matches for both partners’ common records are always available for deployment, and you can always deploy any and all of your own records from a segment. During setup, your partner determines whether you can deploy Radius matches for records exclusive to their CRM.

When setting up your side of the program, you select Location and Industry signals to make Radius matches for records in your CRM available to your partner. And your partner selects Location, Industry, and Annual Revenue to make Radius records that match those signals available to you. You allow your partner to deploy records that Radius identifies as New to you, as well as Radius matches for Open records in your CRM. Your partner does the same.

You build an RCX segment to target mid-range companies in three states where you sell your financial products and services: New York, New Jersey, and Pennsylvania. Your segment selections include Location signals for those states plus the top-level Industry signal Telecommunications and Annual Revenue signals $50 to 100 Million, and $100 to 500 Million. You also select the Number of Employees signal and the Business Attribute signal Headquarters Only.

Based on the record types and signals your partner has made available for the program and  the signals you selected when building, your segment includes Radius matches for these records.

New Records

Open Records

My New program records:  
1000 total, 250 exclusive

My Open program records:
300 total, 150 exclusive

My partner’s New program records:

1250 total, 500 exclusive

My partner’s Open program records:

200 total, 50 exclusive

Common New program records: 750

Common Open program records: 150

When you deploy, the record sources you select are your records and Radius matches for your partner’s records. You’ll save the 90 common records for a separate deployment. So that means you’re deploying:

  • 400 of your own records: the 250 New records exclusive to you plus the 150 Open records in your CRM only.
  • 550 RBG matches for your partner’s records: the 500 New records exclusive to your partner’s CRM plus their 50 exclusive Open records.

You deploy all records to an email campaign using content developed in collaboration with your partner.

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