Improve look-alike targeting BluePrint

With the Improve look-alike targeting BluePrint, you will use first-party data to create high-value segments that advertising partners will use to better target audiences.

The Improve look-alike targeting BluePrint is one of a number of goal-oriented BluePrints available.

 

Creating the program

Open the BluePrints menu and click a marketing goal to start up a BluePrint.

The BluePrint will begin, taking you to a page that explains the purpose and actions required to create a marketing automation program within BlueConic. You will be guided through four steps: "Collect", "Assemble", "Segment" and "Deliver". Along the way, text highlighted blue will offer additional explanation when hovered over. Click [Let's go!] to start the process.

 

Collect

In the "Collect" step you make a selection of the available sources of customer data from a list of recommended collectors, or click "Show all Data Collectors" to see all choices. Click a listener to select or deselect it.

Click the [Confirm Collectors] button to confirm your selection and proceed to the "Assemble" step.

Click [Skip to Segment] to ignore your selection, skip the "Assemble" step and move straight to the "Segment" step. This can come in handy if you simply want to deliver known or existing segments to advertising partners, leaving the details of selecting what to collect and assemble to the BluePrint.

Click [Back to Introduction] to back out of the "Collect" step and return to the previous screen.

 

Assemble

In the "Assemble" step you choose and confirm which profile properties will be used. The profile properties listed are those populated by the listeners selected in the "Collect" step.

If you see profile properties that you do not need for this program you can deselect them.

Please note: after the last step, the BluePrint will validate your selections and report corrected results back to you. This validation will catch properties that were forgotten accidentally, or properties that were added that were irrelevant to achieve the goal of the program. In other words, relax! You cannot make fatal mistakes here. The BluePrint has your back.

Press the [Confirm Profile Properties] button to continue to the next step, or press the [Back to Collector Selection] button to back out to the previous step.

 

Segment

The "Segment" step allows you to choose from existing segments or create new segments to deliver to your advertising partners.

If possible, the BluePrint will present recommended segments based on the profile properties from the previous step. Click "Show all Segments" to see the list of all segments. Select segments that you would like BlueConic to export to your advertising partners. If you have many segments to choose from, you can utilize the search box to quickly find what you need. You can also create new segments on the fly by pressing the [Create Segment based on chosen Profile Properties] button. Learn more about segment definitions in Using Segments.

Please note: you might select a segment that depends on profile properties that haven't been selected yet. No worries! The BluePrint will validate the settings in the last step and add missing profile properties and collectors where needed.

Press [Confirm Segments] to confirm your selection of segments and proceed to the next step.

Press [Back to Assemble] to go to the previous step.

 

Delivery

In the "Delivery" step you select the advertising partners you would like BlueConic to deliver the information to. This is also where you enter the information that is needed to make a connection with the partner.

Select the advertising partners that you would like to connect to. If the connection requires extra information, you will see text boxes to add the required information. You can also optionally add Campaign IDs associates with the program to allow BlueConic to relate users to specific campaigns.

When you are done selecting click [Select Advertising Partner(s)]. If you want to return to the previous step click [Back to Segment Selection].

 

Cancelling

If, at any time, you feel like cancelling the creation of the program, click the [x] button or click outside of the lightbox to close the lightbox and cancel the process. A confirmation dialogue will appear to verify if you really want to close the BluePrint; press [Yes, close] to remove the program or press [No, cancel] to return to the BluePrint without removing any data.

 

 

The Improve look-alike targeting BluePrint is a certified plugin.