GETTING STARTED

From the Driftrock dashboard, head to Audience Sync on the left hand menu, or use the following link: https://dashboard.driftrock.com/audience_sync

You’ll be welcomed by the Audience Sync dashboard:

CREATING A NEW SYNC

To create a new sync, simply click the blue “Create new sync” button in the top right corner.

Give your audience a name and select your CRM from the dropdown (the dropdown will display CRM’s currently connected to your Driftrock account – to connect a new CRM, please follow the “Connect a new CRM” link).

Click submit.

Next, choose a segment to sync from the dropdown. This will show all segments that are present in your CRM.

Select the platform you would like to create an audience for using the dropdown (Facebook or Google).

Finally, select how often you’d like to sync your audiences – we recommend selecting the 3 hour option to keep your audiences as up to date as possible.

Click submit.

Voila, your new audience has been created! You will now be able to find this audience in the Audience Sync Dashboard 🎉

MANAGING YOUR SYNCS

  • Click column headers to sort
  • Use the search functions and filters to narrow down your selection
  • Use the toggle in the status column to activate and deactivate your syncs
  • Expand your view using the left arrow button to see additional information such as last sync time/date, and to delete syncs 

*Deleting will remove the sync from Driftrock, but the audiences will still be available in Facebook/Google

SYNC STATUSES:

Ready

Audience created and queued to be synced to selected channel.

Completed

Audience has completed syncing with selected channel.* Sync Completed column will be filled out with date/time of last sync. Records column will be populated to include no. of records in CRM segment.

Failed

Sync has failed.

*Please remember that once an audience has been synced with Google, Google’s customer match process can take up to 48 hours to complete. In Google Ads, your audience will show as “populating” until fully populated and ready to use.


Any Questions?
Drop us a line at
support@driftrock.com 

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