Data On-Boarding

Amplify Online Marketing by connecting offline CRM data to online marketing platforms for a true omni-channel customer experience

CRM Data On-Boarding with LBDigital is Quick, Easy, Affordable
Provide the following information to set up your account
  • Your company name, address, phone, website, billing email
  • Your client’s name who is the owner of this CRM list
  • Audience user[s] email[s] for account access and file upload
  • IMPORTANT – File name + number of records
  • IMPORTANT – Header or file layout, which is the fields included on the file
    • Is name + postal populated on each record? If not, which field is?
    • Will future files for this audience contain the same fields?
    • It is important that we set up the audience with the same consistent unique identifier for all files to ensure proper processing. 
  • IMPORTANT– Any fields or segmentation that you would like to maintain? Enumerated or raw data?
  • Consumer or business records
  • US or international records
  • Cookies and/or mobile IDs
  • Flight dates
  • Destination and instructions for DSP/DMP, include account name or number if necessary
  • What is your use case for the data? Targeting?
  • Will you be sending us impression reports at the end of each month to show how many impressions were served to this data to be billed with 30 day payment terms?
  • We will send you an order confirmation containing all of this information for your signature
  • A signed order confirmation is necessary to begin the on-boarding process
File formatting requirements
  • Please upload the file as a .csv or .txt rectangular file with a header row
  • NOTE – File name may not have any special characters or spaces – use underscores, CamelCase, or hyphens
  • First name and last name must be in separate fields
  • Data can be on-boarded using name + postal [must have both], and/or email address and/or phone number
  • Please provide all of the data that you have on each record for the highest match rate
  • Files may contain up to 250 segments, and each segment must contain 25+ records for privacy reasons
Securely post data directly to Liveramp’s Connect platform
  • The audience user[s] will receive a password set-up email from Liveramp
  • Sign onto the Connect platform at
  • Follow the file formatting requirements, below
  • Click on “upload a file”, select the proper audience, click on “upload file” on the top right
  • Your file will be uploaded directly onto Liveramp’s secure dashboard
Time frame
  • Data on-boarding process may begin same day that we receive the information above, signed order, and the formatted file is posted to Connect
  • From this point, please allow up to 7 days for the data on-boarding process
  • The data should reach its destination about 3 days after distribution begins
  • $3CPM on impressions served, with a first month minimum fee of $500.
  • Impressions are to be reported and billed monthly with 30 day payment terms
  • If there is another use case, cost is based on input quantity with the same pricing as above.
Data on-boarding and consumer privacy
  • Privacy is addressed by stripping all pii [personally identifiable information] during the on-boarding process
  • The data is anonymized as cookies or mobile IDs for delivery to  yo0ur preferred marketing platform
  • Match rate reports are available upon request
  • Match reports are available for an additional fee
Use cases
  • CRM retargeting, audience segmentation, connecting offline data to online data and marketing efforts, suppression, modeling.
Successful case studies
  • Pharmaceutical Company on-boards list of prospective doctors for new RX product to target them online with product information for multi-  channel marketing effort, resulting in increased impressions and 15% more prescriptions in the first month of product launch.
  • University on-boards list of prospective students and alumni for a graduate program, enabling online targeting to desktop and mobile devices, resulting in their most  successful program launch, boosting the number of completed applications by 20%.