Product Changelog

We’re excited to share what’s new. We hope with each update to bring features and enhancements that improve your workflow and deliver a better experience.

Beta Features

January 24

HubSpot Integration

The HubSpot Integration is now available in Beta! By connecting your HubSpot account to Primer, you can create highly targeted audiences using your HubSpot properties like Contacts and Companies. Once linked, Primer will automatically import your data, so you can get to work building smarter, more precise campaigns right away!

After your HubSpot data is successfully imported and processed, you’ll receive an email notification. This process typically takes a few hours.

Historical Win Rate

Get ready to dive deep into your performance with the new Historical Win Rate feature! Now in Beta, this feature adds a “Win Rate” column to the Audience Page, showing you the opportunity conversion rates from your CRM data. With this insight at your fingertips, you can better understand past successes and optimize future strategies.

Primer Pixel Script

The Primer Pixel Script, our new website tracking tool, is now available in Beta! This tool makes it easy to track key actions on your site, like pageviews, UTM parameters, IP addresses, and click IDs. You can also track conversions, such as form submissions, to better understand your audience’s impact on your results.

These insights will help you make smarter, data-driven decisions to optimize your campaigns.

November 19

Conversion Lift Analysis

Conversion Lift Analysis is a beta feature designed to help you measure the true impact of your Primer-powered campaigns. It uses advanced data science to classify audience records into two key groups:

• Exposed Group: Records with a high likelihood of matching to ad platforms, likely to have seen your ads.

• Control Group: Records with a very low likelihood of matching, serving as a baseline as they won’t see your ads.

By comparing the conversion rates of these two groups, you can determine the incremental lift in conversions attributed to your ads—a concept known as incrementality.

---

Released Features

---

Dec 10

Notification Center

We’ve revamped our notification system to keep you informed and in control:

Primary Email for Notifications: A dedicated email for consistent updates to longest serving admin.

New Audience Daily Digest: Receive daily summaries of audience sync progress on size and estimated completion size.

Actionable Errors: Focus on what matters with targeted notifications.

Customize Notification Preferences: Manage who receives emails in Settings.

Automatic Reassignment: Auto transition of notification responsibilities if the primary user is removed.

New Matching Status Feature

We've introduced a new "Matching" status to show the real-time syncing progress with a progress bar.

Once the audience is successfully matched, the status will update to "Ready," signaling that you can launch your campaign. You can modify your criteria while the audience is still being matched, but be sure to rerun the process for the changes to take effect. Additionally, you can view the sizes of your matched audience in the "View Runs" modal for more insights.

October 21

Audience Run Prediction

Ever wondered when your audience run will wrap up? Now, when you hit Finish and Run , you’ll get a predicted completion time (top right, beside View Run Details)! This nifty addition helps set clear expectations, so you’re always in the know about when your audience will be ready.

October 18

Audience Record Preview

You can preview up to 500 records from your audience in a table, making it easy to check that the filters you’ve applied are working as expected. This gives you a clear, instant snapshot to ensure everything is on track!

Audience Summary Breakdown

We are adding chart summaries that break down your audience by key filters. For example, if your audience is focused on companies in the US, you’ll see a breakdown by state. It gives you more confidence when crafting your audience.

Expanded Database

Our database just exploded—we’ve jumped to 255M people and 15M companies! That means a 75% boost in your audience and up to 50-200% more matched leads for your campaigns. And guess what? Our data quality is still rock-solid. Get ready to reach your ICP like never before!

September 10

Filter reordering/categorization

Searching for filters just got easier! We’ve added alphabetical and hierarchical ordering, making it a breeze to find the filters you need quickly.

July 21

Timeframe Operator

Now, your date filters can be dynamic! For example, you can filter contacts by those created in the last 30 days or set a follow-up date for a week from now. It’s flexible and makes your filters more powerful.

July 15

On-demand caching of SFDC custom fields

We’ve sped up how we handle custom Salesforce fields by ingesting and normalizing data daily. You can now filter on any field from your Salesforce objects with reduced latency—something few tools can offer. It’s faster and more efficient!

CSV Import feature

Need to add data from outside Salesforce? No problem! We’ve implemented a CSV import feature so you can easily upload additional data and keep everything in one place.

June 21

Quick Summary

Get quick insights with a top 10 summary across key categories like job title, seniority, annual revenue, headcount, company location, companies by people, and industry. It’s all right there, making it easier to understand your audience at a glance!

June 11

Dynamic Audiences

If you’re like us and want the freshest data at your fingertips, we’ve got great news! Your audiences will now refresh every week with the latest information from Primer and your CRM. Say goodbye to outdated data and hello to more accurate insights!

June 3

SFDC matching improvements

We’ve made improvements to boost the match rate between your Salesforce (SFDC) data and Primer. By adding more advanced matching strategies, we’re ensuring that your SFDC records are more likely to find accurate matches in Primer’s database, giving you better results and insights!