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Deploy Records Across Multiple Channels

If you run omnichannel campaigns, you can deploy the same records from a segment across every channel, so it's easier to 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.
  • Customers who deploy records to CSV need a special Radius account configuration to get field values for Open, Won, and Lost records. 

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 Deploying Records 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

Deploy the same New Radius records to each ad platform you're using such as Facebook Ads, Twitter Ads, and then Google AdWords. 

Deploy a Market Segment to Facebook Ads

Deploy a Market Segment Google AdWords

Deploy a Market Segment to Twitter Ads

Deploy Records to Salesforce and Track Performance

Deploy the same New Radius records to your Salesforce to start tracking performance. When Radius syncs with your Salesforce, those records are identified within Radius as Open records. The sync update can take up to 30 minutes.

Deploy a Market Segment to Salesforce

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