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  • Welcome to Primer!
  • Managing Your Account
    • Invite a User to Your Primer Account
    • Change User Role
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    • Notification Center
  • Product Changelog
  • An Introduction to Primer's Database
  • Connections
    • Connecting the Primer Web Script
    • Setting up Connections
      • Connecting Salesforce to Primer
        • Salesforce Requirements and Permissions
        • Troubleshooting Your Salesforce CRM Connection to Primer
      • Connecting HubSpot to Primer
        • HubSpot Requirements and Permissions
        • Troubleshooting Integration Errors
  • BUILDING AUDIENCES
    • How to Build an Audience
      • Primer Filter Criteria
        • Department Definitions
        • Industry Definitions
      • Audience Match Rate Estimates
      • Audience Summary
      • Audience Preview
      • Salesforce Filter Criteria
      • Using CSVs as Filter Criteria
      • Understanding Salesforce and CSV Match Rates
      • Performant Audience Sizes
    • Managing Audiences in Primer
      • Audience Statuses
      • Matched Audience Size
      • Audiences Dynamically Update
      • Active Audience Slots
  • SYNCING AUDIENCES
    • Syncing Your Audience
    • Google Ads
      • Applying Exclusion Audiences to Search Campaigns
      • Apply Audiences to PMax Campaigns As Signals
      • Apply Audiences to Demand Gen Campaign
      • Google Match Rates
      • Google Ads Metrics
    • LinkedIn Ads
    • Facebooks Ads
      • Facebook Intro for B2B Marketers
  • TROUBLESHOOTING CONNECTIONS
    • Meta Troubleshooting
      • Error: Facebook Custom Audiences Terms of Service
      • Error: Facebook Ad Account Not Associated with a Business
      • Error: Facebook Permissions
      • Issue: Junk Leads Because of Advantage+ Audience Setting
      • Error: Too Many Custom Audiences in Facebook
    • Google Troubleshooting
      • Error: Google "Please verify that the account has been whitelisted."
      • Troubleshooting: How to Share Audiences Between Google Ads and DV360
      • Trouble Locating a Specific Audience in Google
      • Trouble Understanding Google Match Rate vs. Audience Size
    • Other
      • Error: Miscrosoft "Customer List Terms And Conditions Not Accepted"
  • UNDERSTANDING PERFORMANCE
    • Benchmarking Success
    • Match Rate vs. Reach Rate
  • Learn More
    • Conversion Lift Analysis (Beta)
    • Experimental Ad Destinations (Beta)
    • Primer Playbooks & Use Cases
      • Paid Social Playbooks
        • Paid Social Lead Generation
      • Ad Audience Best Practices
    • Information Security
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  • Beta Features
  • Released Features

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.

PreviousNotification CenterNextAn Introduction to Primer's Database

Last updated 2 months ago

Beta Features

New Filter: Years of Experience

Now you can find the right professionals based on their experience! Whether you're looking for mid-level talent or seasoned experts, this new filter helps you better segment your audience by factoring in years of experience. This ensures you're reaching the right people with the right expertise, making your targeting more precise and effective.

When combined with seniority, it helps you narrow down your audience even further, making it easier to connect with professionals at the right career stage.

Enhanced Job Title Filtering

We’ve made updates to our job title filter to make it even easier for you to find and group the right roles. This not only helps you build more precise audiences but also significantly increases your audience size.

With this improvement, related job titles are now more intuitively categorized, allowing you to capture a larger pool of relevant professionals. Whether you're focusing on a niche industry or expanding your audience, this ensures you build high-quality, well-defined audiences with ease.

🚀

Primer is introducing a closed beta for syncing custom audiences to Twitter, TikTok, and Reddit ad platforms. This early access program lets you test new channels, expand your reach, and gain insights into audience performance. Through Census, our integration partner, you can seamlessly sync customer list audiences without manual uploads, ensuring efficiency and accuracy. While this beta does not guarantee long-term integration, it’s a great opportunity to experiment with new targeting strategies and optimize ad performance.

This is a chance to experiment with new ad platforms and influence future development.

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


The HubSpot Integration is now available! You can seamlessly connect your HubSpot account to Primer and create highly targeted audiences using your HubSpot properties like Contacts and Companies. Primer will automatically import your data, allowing you to build smarter, more precise campaigns instantly.

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

The Historical Win Rate feature is now live! You’ll now see a Win Rate column on the Audience Page, displaying opportunity conversion rates from your CRM data. This insight helps you analyze past successes and refine your strategies for future growth.

The Primer Pixel Script is officially released! This website tracking tool lets you monitor key actions, including pageviews, UTM parameters, IP addresses, and click IDs. You can also track conversions, such as form submissions, to gain deeper insights into your audience’s engagement.

Leverage this data to make smarter, data-driven decisions and optimize your campaigns effectively.

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.

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.

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!

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.

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.

On-demand caching of SFDC custom fields

CSV Import feature

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!

Dynamic Audiences

SFDC matching improvements

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 can offer. It’s faster and more efficient!

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

If you’re like us and want the 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!

We’ve made improvements to boost the match rate between your 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!

few tools
upload additional data
freshest data
Salesforce (SFDC) data
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Experimental Ad Destinations: Twitter, TikTok & Reddit
Conversion Lift Analysis
HubSpot Integration
Historical Win Rate
Primer Pixel Script