How to Set Up a Customer Match Strategy as a Performance Marketer

Customer Matching is a powerful tool for performance marketers to target and reach the right customers in a cost-effective manner. By utilizing customer match, marketers can easily reach out to customers who have already interacted with their brand in some way, either through website visits, email campaigns, or past purchases. As a performance marketer, setting up a customer match strategy can be an effective way to get more customers and increase sales.

Steps Involved in Setting up a Customer Match Strategy

Steps Involved in Setting up a Customer Match Strategy

The first step to setting up a customer match strategy is to identify the right customers to target. This usually involves creating a customer profile based on certain criteria such as age, gender, location, interests, and past purchases. Next, the customer profile must be uploaded to the customer match platform, such as Google Ads or Facebook Ads. Once the customer profile is uploaded, the performance marketer can then create ads targeting those customers.

The next step is to create personalized customer experiences. This involves creating ads that are tailored to the customer’s individual needs and interests. This can be done by leveraging data from past customer interactions and using this information to create ads that are personalized and relevant. For example, a marketer can create an ad that is specifically targeted to a customer who has previously purchased a specific product.

The third step is to track and measure the performance of the customer match strategy. This involves tracking the engagement and conversion rates of the ads and analyzing the data to determine if the strategy is working. By tracking data and measuring performance, marketers can make adjustments to their customer match strategy in order to improve results.

Benefits of Setting up a Customer Match Strategy

Benefits of Setting up a Customer Match Strategy

The primary benefit of setting up a customer match strategy is the ability to target customers who are more likely to convert. By targeting customers who have interacted with your brand in some way in the past, marketers can increase their chances of making a sale and increasing their return on investment.

Another benefit of setting up a customer match strategy is the ability to create personalized customer experiences. By leveraging data from past customer interactions, marketers can create ads that are tailored to the customer’s individual needs and interests. This can lead to increased engagement and increased conversions.

Finally, setting up a customer match strategy can also help marketers save time and money. By targeting only customers who are likely to convert, marketers can save time and money that would otherwise be spent targeting customers who are unlikely to convert.



Setting up a customer match strategy can be an effective way for performance marketers to target and reach the right customers in a cost-effective manner. By identifying the right customers to target, creating personalized customer experiences, and tracking and measuring performance, marketers can increase their chances of making a sale and improving their return on investment.