Get Started: G2 Audiences

• Summary
• Integration
• Audiences
• Comparison
• Buying Stage Definition

SUMMARY

You can build G2 Audiences directly from our platform.

Follow these steps to integrate G2 account to the platform and create different Audiences.

The following Audience types are available:

• Static G2 contact type audience for Linkedin and Facebook

• Dynamic G2 account list for LinkedIn Native Targeting

• Dynamic G2 contact type audience for LinkedIn and Facebook

INTEGRATION

STEP 1

• Get G2 API key from G2.

  • Go To MyG2 → Integrations → API Tokens.

  • You can create a new token or use an existing token.

STEP 2

• Integration with Metadata

  • Go to Metadata → Integrations

  • Click on Connect on G2 Intent Data snippet

    • Enter API key and click Connect

STEP 3

• Please ensure you have enabled “Are you using Metadata.io” flag.

  • Go to MyG2 → Integrations → Integration Hub → Metadata.io.

  • You can scroll to the bottom of the page to enable this setting and set the toggle to “Active”.

AUDIENCES

STATIC G2 Intent Data - “Contact Type” on Linkedin and Facebook

HOW IT WORKS

Metadata will retrieve accounts from G2 based on the specified timeframe, creates Contact type audience from metadata datasources and then push it to Facebook and Linkedin. The audience will not be updated after the initial creation.

NAVIGATION

• MetaMatch Audiences > Add New Audience > G2 Intent Data

G2 INTENT ACCOUNTS

• Enter the historical data period.

  • G2 intent account list will be pulled for the specified period.

  • Audience will be created based on this timeframe specified

• The default value is set to 90 days.

• This field can have a maximum value of 365, you can pull list of G2 Intent Accounts from the last 1 year.

• The audience will not be refreshed.

CONTACTS

Contact Criteria are based on Metadata’s contact datasources

• Lead Location

  • Filter location for audience by Country name (US includes States as Locations)

• City

  • Free test field to add City name for Audience

• Job Title (Include)

  • Search by name;

  • Select one or many (Suggestions available when user type at least 2 characters);

• Seniority (Include)

  • Select from a predefined list of Job Titles;

• Limit contacts per company

  • If enabled can define the max number of contacts per company.

• Enable Audience Expansion

  • Option to include additional partners data

DYNAMIC G2 Intent Data - “Account Type” for LinkedIn Native Targeting

HOW IT WORKS

Metadata will dynamically add and remove accounts from this audience in Linkedin once created based on the specified timeframe. The size of the audience at the experiment level will update daily.

NAVIGATION

• MetaMatch Audiences > Add New Audience > DYNAMIC G2 Intent Data - LinkedIn Native Targeting

G2 INTENT ACCOUNTS

• Enter the historical data period.

  • G2 intent account list will be pulled for the specified period and will be pushed to LinkedIn. LinkedIn then creates the contact audience.

• The default value is set to 90 days.

• This field can have a maximum value of 365, you can pull list of G2 Intent Accounts from the last 1 year.

• The audience will be refreshed daily, new accounts will get added to your LinkedIn Audience and accounts older than the number of days specified in the configuration, will be removed from the audience.

FIRMOGRAPHIC

Company Criteria are based on Linkedin company data sources

• Native LinkedIn firmographic data

  • Industry

    • Select one or many types of industry of the Audience; (Accounting, Design, Libraries, etc)

    • Cannot be used with Company Name

  • Employees

    • Select the number of employees for the Audience; (1, 2-10, 11-50, …, +10001, etc)

    • Cannot be used with Company Name

  • Company Name

    • Search by name;

    • Select one or many (Suggestions available when user type at least 2 characters)

CONTACTS

Contact Criteria are based on Linkedin contact data sources

• Lead Location

  • Filter location for audience by Country name (US includes States as Locations)

  • Job Title (Include)

    • Search by name;

    • Select one or many (Suggestions available when user type at least 2 characters)

    • Cannot be used with Job Function or Seniority 

  • Job Function (Include)

    • Select from a predefined list of 26 Job Functions. (Accounting, Consulting, Finance, etc)

    • Cannot be used with Job Title

  • Seniority (Include)

    • Select from a predefined list of 10 Job Titles. (CXO, Manager, Training, etc)

    • Cannot be used with Job Title

  • Member Skills

    • Search by name of Skills available on LinkedIn

    • Select one or many (Suggestions available when user type at least 2 characters)

  • Member Groups

    • Search by name of LinkedIn Groups

    • Select one or many (Suggestions available when user type at least 2 characters)

DYNAMIC G2 Intent Data - “Contact Type” on Facebook and Linkedin

HOW IT WORKS

Metadata will retrieve accounts from G2 based on the specified timeframe every day, create contact type audience on Facebook and Linkedin, and update the contact type audience in Facebook and Linkedin on a daily basis. To view the entire Account list as well daily updates, navigate to the Library.

NAVIGATION

• MetaMatch Audiences > Add New Audience > DYNAMIC G2 Intent Data

G2 INTENT ACCOUNTS

• Enter the historical data period.

  • G2 intent account list will be pulled for the specified period.

  • Metadata will use this timeframe to keep your account list rolling for your audience - accounts older than the number of days specified in this configuration will be removed from both LinkedIn/Facebook audiences. For example, if you specify 30 days in the configuration, we will pull accounts for the last 30 days from G2, and going forward, we will be deleting accounts older than 30 days from your audiences.

• The default value is set to 90 days.

• This field can have a maximum value of 365, you can pull list of G2 Intent Accounts from the last 1 year.

• The audience will be refreshed daily, new accounts will get added to your LinkedIn/Facebook audiences and accounts older than the number of days specified in the configuration, will be removed from the audience.

CONTACTS

Suggestions are provided based on Metadata contact data sources

• Lead Location

  • Filter location for audience by Country name (US includes States as Locations)

• City

  • Free test field to add City name for Audience

• Job Title (Include)

  • Search by name;

  • Select one or many (Suggestions available when user type at least 2 characters);

• Seniority (Include)

  • Select from a predefined list of Job Titles;

• Limit contacts per company

  • If enabled can define the max number of contacts per company.

• Enable Audience Expansion

  • Option to include additional partners data

COMPARISON

Buying stage definition: