Now that you understand MNTN's CRM capabilities, you might wonder how you can take advantage of the feature.

Below, find details on how to efficiently upload, utilize, and maintain your CRM lists, whether you're a seasoned pro or a newcomer.

The ability to match emails with households depends on the quality of the uploaded email addresses and the format in which these email records are uploaded.

If not completed correctly from the jump, this could postpone the use of your email records, whether for targeting or exclusion purposes:

In addition to email records, you can leverage the CRM lists to include or exclude IP addresses within your audience group.

With your readied file in hand, the next step is uploading it. This can be done in two ways -- within the Audience tab or within a campaign shell. Below, find detailed steps to seamlessly upload your email records:

1️⃣ From the Segments dropdown menu in your Audience Tab, select CRM.

2️⃣ Select the blue CRM Data button in the top-right corner of the dashboard.

3️⃣ From the Upload CRM Data view, designate your File Name.

4️⃣ Next, upload your CRM file directly from your computer or drag the file into the window. Upon upload, your email address records will be hashed for privacy. You'll be notified at this point if there are any problems with the file.

5️⃣ Upon upload, you will be notified of MNTN's Privacy Policy, which you must adhere to in order to leverage MNTN's CRM capabilities.

6️⃣ Click the blue Upload button to initiate the identification process. If you have any errors with your file, you will be prompted to either upload a new list or continue with the list as is at this point.

The uploaded CRM file will then take up to 72 hours to identify all households associated with the email records or IPs. However, you can layer in your CRM list for use the moment households have begun to be identified. The list will continue to grow in size as the identification process continues.

1️⃣ From within your campaign shell, head to the Audience step.

2️⃣ Either select a pre-existing audience or create a New Audience.

3️⃣ Navigate to the CRM tab of your Universal Audience Builder.

4️⃣ Select the sub-tab Upload.

5️⃣ Follow steps 3-6 outlined above.

You can view the details on your CRM files as well as delete the CRM files entirely from the CRM dashboard. Simply leverage the associated file's kebob menu for your desired action.

From the View Details screen, you can review the CRM file name, Data Type, and the Records count.

From the associated CRM list's kebob menu, you can delete the file, at which point, all data will be removed from our system and cannot be retrieved at a later time.

If choosing to upload that same list at a later data, that list will need to undergo another identification process.

After uploading your CRM files, they will undergo a 72-hour identification process during which we will identify all households associated with your email records and IP addresses.

Once complete, the total identified household size will populate next to that list.

1️⃣ Navigate to the Universal Audience Builder, and open up an existing or new audience.

2️⃣ Head to the CRM tab.

3️⃣ You will see your processed CRM lists, along with the total households in each list.

4️⃣ To exclude a list, select Excl next to that associated list. To include a list, select Incl next to that associated list. You can layer in multiple CRM segments and 3rd party audience segments into a single audience.

5️⃣ Once complete, click Save and attach your new audience to your campaign!

Maintaining privacy compliance is critical in digital advertising. When uploading emails, you agree to:

Safeguarding your data is at the forefront of MNTN's priorities. We've implemented stringent measures to ensure the utmost protection, including:

⭐️ Hashing all email records upon upload to preserve privacy.

⭐️ Guaranteeing that no physical email addresses are stored within our systems.

⭐️ Providing you with the flexibility to upload pre-hashed lists, maintaining control over your data.

Medical companies leveraging our platform ensure privacy law compliance by accepting our terms and conditions. For best practice, excluding Texas from targeting is advisable due to its expansive "Covered Entity" definition.

This measure safeguards MNTN's medical company clients, preventing unintentional violations of Texan laws.

Upon uploading your CRM files and agreeing to our terms, you affirm to MNTN that you hold the necessary consent for each email address uploaded on the MNTN Platform. These consents grant MNTN the authorization to process the data as specified in our Privacy Policy.

Moreover, MNTN's management of the uploaded data, in accordance with our Privacy Policy, will ensure adherence to all relevant laws, rules, and regulations, avoiding any violations.

Due to enhancements to our formatting requirements and matching process, we recommend not leveraging lists uploaded before October 2023 in your audiences as they do not reflect the accurate targetable household volume.

If your list remains in processing after 72 hours, it's possible that your file didn't meet our prerequisites. Review your list for the following:

🚩 Formatting

Ensure your email records adhere to our formatting requirements. For CRM pre-hashed lists, review formatting before hashing to guarantee conformity. Use the SHA-256 hashing function with all uppercase characters.

🚩 Work email addresses:

If your staff uses VPNs or international IPs, matching households with masked emails/IPs might not be feasible. To exclude employee emails, you can upload CSV file of IPs and identify IP addresses via:

🚩 Audience size too small:

When MNTN's cross-device identity graph can't identify households linked to your email records, targeting becomes challenging. For better targeting, consolidate multiple smaller lists into a more substantial email size.