Business Name and/or Business Address matching

The Business Address Matching feature targets key decision-makers from businesses across channels in the Zeta Marketing Platform. With Business Address Matching, you will gain the ability to look up business names in the Matched List feature so that you can activate the employees of those businesses as part of the B2P audiences. This is an enhancement to our current Matched List Feature.

The How-To

1. From the menu on the left, select Audiences > Segments & Lists. Click on Explore Audience.

2. Select Zeta Prospects > Matched Lists > icon in the navigator.

3. Select the type of matching Icon that corresponds to your goal:

• Business to Person

• Person to Person

4. The list will then process.

Business to Person

• Match on business attributes and get an enriched list of people from the Zeta Data Cloud

• If you select Business to Person,

  • Match input records against Business Name and/or Business Address for ingestion

  • No other changes to the user flow in the list

Person to Person

• Match on a person's attributes and get an enriched list of people from the Zeta Data Cloud

• If you selected Person to Person,

  • Match input records against existing supported identifiers.

  • No other changes to the user flow in the list generation process.

Matched List Naming Conventions

• (Business name + address):

  • "business_name",  "address_line1", "address_line2", "city", "state_code", "zip", "country_name"

• (Business name only):

  • "business_name"

• (Business address only):

  • "address_line1", "address_line2", "city", "state_code", "zip", "country_name"

Please refrain from using special characters such as commas and periods in the file to avoid errors.

Sample File Below

Zeta Global Matched List (1).csv

Matched List Input & Output

B2P and P2P selection only show up for CRM & Acquisition Email Clients. Please reach out to your account team if you do not have these options.

Matched List Input:

• If only input is the company name, it is used for matching. If it matches multiple companies, all identities in all matched companies are outputted.

• If you input both company name and address, both are used in matching with the following waterfall approach, 1. Business Name + Business Address, 2. Business Name only, 3. Business Address only.

• If only input is a business address, it is used for matching. If it matches multiple companies, all identities in all matched companies are outputted.

Matched List Output:

• Creates segments syndicated to paid channels (e.g., via ZMP connector)

• Provides a count of unique companies that match business data and unique people matched from the file.

Once a Business Match List is created, these columns will appear on the panel of the list. To see this panel, click on the white space of the completed list on the Segment and List page on the ZMP.

• "Owned by" (user name)

• "Created" (date)

• "Last Modified" (date)

• "Source Size" businesses (the # of unique input records deduped based on precise spelling)

• "Match Size" users (unique identities matched from the file)

• "Match Size (B2P)" businesses (unique companies matched from the file)