Stakeholders and ad targeting

Stakeholders and ad targeting

Manage Stakeholders and Ad Targeting explain who is connected to an account and how that account is configured for campaign targeting.

Account Manage Stakeholders table

Manage Stakeholders targeting columns

Manage Stakeholders activity columns

The Manage Stakeholders card lists mapped stakeholders. The Ad Targeting card shows account campaign configuration, including targeting state, techniques, country, and dates.

Manage Stakeholders

Manage Stakeholders lists people mapped to the account.

Column	Use it for
Ad Targeting	Whether the stakeholder is included in targeting.
Key	Key-contact marker.
First Name	Stakeholder first name.
Last Name	Stakeholder last name.
Position	Role or title.
Media Impact	Current media impact state, such as Aware or Engaged.

Use Quick Search to find a person by name. Use Export XLSX when you need a spreadsheet copy of the visible stakeholder data.

The table is wide. Scroll horizontally to review media-impact, traffic-light, email, LinkedIn, location, media-updated, click-report date, and last CTA clicked fields.

Add Stakeholder

Add Stakeholder modal

Use Add when a person should be mapped to the account manually. Required fields include First Name, Last Name, and Position. You can also add email, location, source, LinkedIn, profile picture, remarks, targeting state, targeting owner, and the date added to targeting.

Filter Stakeholders

Filter account stakeholders dialog

Filter Stakeholders can include:

Filter	Use it for
CRM Connected	Find people with or without CRM mapping.
First Name	Search by first name.
Last Name	Search by last name.
Owners	Filter by owner.
Position	Filter by role or title.
In Targeting	Show people included or excluded from targeting.
Locations	Filter by stakeholder location.
Source	Filter by stakeholder source.
Media Impact	Filter by current media impact state.
Traffic Light	Filter by traffic-light classification.
Type	Filter by stakeholder type.

Ad Targeting

Account Ad Targeting card

Ad Targeting shows account-level campaign configuration.

Field	Meaning
In Targeting	Whether the account is included in targeting.
Media Techniques	Techniques such as LinkedIn or Individual Targeting.
Days in Targeting	Days from ad start date to current date or ad end date.
Countries in Targeting	Countries configured for the account.
Ad Start Date	Start date used for targeting calculations.
Ad End Date	End date when targeting stopped, if set.

Use the edit controls only after confirming that the account should change. Targeting changes can affect reporting and stakeholder interpretation.

Ad Preview

Account ad preview modal

Open an ad preview when you need to inspect the ad creative and performance for a specific campaign asset. The preview can show clicks, impressions, reach, CTR, unique CTR, destination link, title, text, and available image formats.

Stakeholders and ad targeting