Preparation
Export leads from CRM/Database
Extract email addresses and phone numbers from your customer relationship management system or database
Google Ads Setup
Verify Customer Match eligibility
Check that your Google Ads account has Customer Match capabilities and is properly configured
Link YouTube channel to Google Ads
Connect your YouTube channel to your Google Ads account for campaign targeting
Create audience segment
Set up a new audience segment in Google Ads for your hashed leads
Data Upload
Upload hashed list to Google Ads
Submit the SHA-256 hashed contact data to Google Ads Customer Match
Wait for match rate calculation
Allow Google to process the data and calculate the match rate
Approve the plan
Review the match rate and approve the audience for campaign targeting
Campaign Creation
Create new Video campaign
Set up a new YouTube Video campaign in Google Ads
Attach matched audience
Link the Customer Match audience to the campaign
Set bids and budget
Configure bid strategy and daily budget for the campaign
Testing
Run two creatives
Create and launch two different video ad creatives to test performance
Approve after testing
Evaluate performance metrics and approve the winning creative
Launch
Scale the winner
Increase budget and scale the winning creative across the audience
Monitor CPL weekly
Track cost per lead and adjust targeting or budget as needed