(Beta) Create expansion audiences in Expand

Use the Expand tab within a project to create an expansion audience from one of your audiences. Collaboration uses your collaborator’s audience population to find profiles that resemble your seed audience, helping you reach new prospects without exposing your collaborator’s underlying audience data. The resulting expansion audience is sent to your collaborator for activation.

Prerequisites prerequisites

Before you can use the Expand tab, you should have:

Expand overview expand-overview

Navigate to Collaborate > My projects, open a project, and select the Expand tab.

The Expand page shows the expansion audiences created for this collaborator and the option to create a new one.

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The Expansion audiences table lists every expansion audience created in the project:

Expansion audience status expansion-audience-status

An expansion audience moves through the following statuses:

Create an expansion audience create-expansion-audience

To create a new expansion audience, select the add icon ( ) on the Expand page, then select Create an expanded audience.

The Generate an expansion audience dialog appears. Complete every field to generate the expansion audience.

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Select your seed audience select-seed-audience

Select one of your own audiences from the Select your seed audience dropdown. Collaboration uses this audience as the basis for finding similar profiles in your collaborator’s population.

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Select a match key select-match-key

Enable one match key for the expansion audience. You can’t enable more than one.

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Select your audience reach select-audience-reach

Use the Audience reach dropdown to balance similarity to your seed audience with overall reach. Select Balanced for a middle ground between similarity to your seed audience and overall reach.

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Include or exclude your seed audience include-exclude-seed-audience

Use the Seed audience radio buttons to choose whether your original seed audience is included in or excluded from the final expansion audience.

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Generate the expansion audience generate-expansion-audience

Once all fields are complete, select Generate expansion audience. A confirmation message confirms that Collaboration is creating the expansion audience, and that you can track its progress on the Expand page.

Review and send an expansion audience review-send-expansion-audience

Once an expansion audience’s status updates to Draft, select its name from the Expansion audiences table to open it.

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From this view, you can:

When you’re ready, select Send to partner to send the expansion audience to your collaborator. The audience remains in Draft status until you send it, then updates to Active.

Receive and activate an expansion audience receive-activate-expansion-audience

When you send an expansion audience, Collaboration delivers it to your collaborator according to the activation setting configured for the connection:

Next steps

Once you send your expansion audience, use the Discover tab to compare it against other audiences, or the Activate tab to track its activation.