Connect this destination to export audience membership using email or phone into The Trade Desk, for use as targeting segments.

This destination writes to your Trade Desk account and is a good fit when you want to:

Activate first-party customers in The Trade Desk as an advertiser
Match contacts on email or phone
Build a targeting segment from CRM contact data

This maps to GrowthLoop Audiences and Journeys:

Use it for	Audiences	Journeys
Sending audiences with email or phone	✓	✓

If you already have advertising identifiers, we recommend The Trade Desk. If you need conversion events rather than audience membership, use The Trade Desk Conversions. Do not use CRM to publish provider-owned segments for other advertisers to use. Use The Trade Desk Marketplace instead.

Prerequisites

Make sure you have:

A The Trade Desk CRM account. You can request a demo.
CRM Data Management Access on your account. Ask your Trade Desk representative to enable it.
A standard API token. Follow The Trade Desk authentication instructions to generate one.

Set up The Trade Desk CRM as a destination

In GrowthLoop, click the Destinations tab on the left sidebar.
Click New Destination in the top right corner.
Search for TheTradeDesk CRM and click Add TheTradeDesk CRM.

Enter the following information, then click Create.

Field	Description
Destination Name	Name this destination in GrowthLoop. Use a name so your team recognizes its purpose, like "Trade Desk CRM".
Sync Frequency	Set the default export frequency (for example, daily or weekly). You can override this setting for individual exports.
Account ID	The ID that uniquely identifies your organization in The Trade Desk.
API Key	The standard API token you've created that identifies your application when making API requests.
Region	Select US, EU, or APAC.

GrowthLoop validates that it has permission to load data to The Trade Desk CRM. TheTradeDesk CRM then appears in your list of connected destinations.

Export to The Trade Desk CRM

From within GrowthLoop, export from an audience or from a journey Destination Node. See Export an audience or Build a journey if you need more information on these steps.

After building or selecting an audience, click Export, then search for TheTradeDesk CRM. In a journey, add a Destination Node under Ads and select TheTradeDesk CRM. Do not use a CRM Action node. That node is for Salesforce Audience and Dynamics-style CRM actions.

In an audience export, GrowthLoop defaults the Name to the audience name. In a journey, enter an Export Name. The export name identifies the targeting segment.

Map contact identifiers

Map at least one match field.

Match field	Description
Email / Email address	Email address used to match the CRM segment
Phone / Phone number	Phone number used to match the CRM segment

GrowthLoop accepts raw Email and Phone only. This destination does not support hashed email or hashed phone.

Configure the export

This is where you set the campaign type and schedule for audience exports. On a journey Destination Node, you set timing on the journey canvas.

Setting	Audience export	Journey Destination Node
Name / Export Name	Defaults to the audience name.	Required. Helps you find the targeting segment in The Trade Desk.
Campaign type	Choose a one-time or ongoing export.	The journey schedule controls when the journey runs and contacts are sent to The Trade Desk CRM.
Schedule	Set how often the audience exports.	Users reach this node when the journey runs. Add a Delay Node or set Criteria Evaluation to control timing.

Export behavior

This is what GrowthLoop writes when you export an audience.

Behavior	What happens
What GrowthLoop writes	A CRM targeting segment from email or phone. Direction is GrowthLoop → The Trade Desk CRM.
When it runs	GrowthLoop sends the export as a batch on the next successful run. An export that starts Now runs within about 15 minutes. Journeys send exports on demand when users reach the Destination Node. The Trade Desk then processes the upload asynchronously.
Segment name	The Trade Desk names the targeting segment after your GrowthLoop export. GrowthLoop does not include a picker for an existing Trade Desk segment.
Export modes	GrowthLoop does not offer Add, Replace, or Remove modes. Use campaign type and schedule only.
Processing	A successful GrowthLoop export means the file was sent. Wait for The Trade Desk to finish processing before you target the segment.
Identifiers	GrowthLoop sends raw Email and Phone only. This destination does not support hashed email or hashed phone.
One-time exports	GrowthLoop sends current membership once.
Ongoing exports	GrowthLoop sends updated membership on each scheduled run.
Privacy opt-out	CRM exports do not include the Trade Desk User Opt-Out & Deletion mapping available on The Trade Desk first-party exports.

Confirm the export was successful

When the run finishes, confirm you can use the data in The Trade Desk CRM.

Audience export: Look up the CRM targeting segment named after your GrowthLoop export.
Journey Destination Node: Look up the CRM targeting segment named after the export. Confirm a contact who reached the node is in it.

The Trade Desk names the segment after your GrowthLoop export. Use it for targeting after The Trade Desk finishes processing.

In GrowthLoop, review counts on the audience Exports tab, or open the Activity tab on the journey Destination Node. See Export an audience or Monitor a journey for more information.

Congrats on successfully exporting to The Trade Desk CRM!

Troubleshooting

These are the issues we see most often. You can always email us at [email protected] for help.

Problem	Cause	Resolution
Connection fails to validate	CRM Data Management Access is off, or the token is not a standard API token	Confirm CRM Data Management Access and use a standard API token.
Most rows reject	Email or phone is empty	Confirm the mapped Email or Phone columns have values.
The segment is missing	The Trade Desk has not finished ingesting the upload	Wait for processing to finish, then refresh the imported list.