Advanced ad retargeting with contact-level filters

Vector

Traditional retargeting is lazy. It treats every visitor the same whether it’s your ICP champion, a competitor, or your own employees. 

Easy? Yes. 

Efficient? No.

This playbook shows you how to retarget smarter: contact-level audiences filtered by stage, role, and recency so you only spend on the people who matter.

The Vector way

Most retargeting starts and ends with a page view. Vector flips that.

With Vector, you can:

  • Identify who a visitor actually is (name, company, title).
  • Filter by title, account fit, CRM stage, or lifecycle stage.
  • Exclude customers, employees, competitors, and cap frequency.
  • Send only the right contacts into ad platforms like Google, LinkedIn, Reddit, Meta, or programmatic.

No more wasted impressions. Just precise, stage-fit retargeting.

When to use this play

Use when you want to:

  • Retarget site visitors but skip low-quality clicks
  • Show different ads based on lifecycle stage or role
  • Optimize ROAS by cutting waste from customers, employees, and competitors
  • Align ad strategy tightly with CRM and ABM programs

Goal

Turn anonymous pageviews into filtered, contact-level retargeting audiences that convert faster and cheaper.

Objectives

  • Improve ROAS with stage- and role-based targeting
  • Track pipeline impact of mid-funnel engagement (case studies, solution pages)
  • Deliver frequency-controlled ads to high-fit contacts
  • Route named engagers to Sales for follow-up

Use case

You’ve ungated solution content to improve SEO and accessibility. With traditional retargeting, you’d serve ads to everyone who clicked. With Vector, you retarget only ICP contacts who read it, while excluding existing customers, competitors, or irrelevant roles.

Play type: Mid-funnel | Lifecycle acceleration | Content activation Estimated time to execute: 30–60 minutes setup + ongoing automation

How it works:

Step 1: De-anonymize site traffic
Vector reveals who’s landing on your site: name, company, title, and activity—no form required.

Step 2: Build a filtered audience
Filter visitors by:

  • Title/seniority (e.g., Director+ in marketing or IT)
  • CRM stage (exclude open opps or closed/won)
  • ICP match or target account status
  • Recency (exclude old/irrelevant visitors)
  • Employee or competitor exclusion

Step 3: Sync to your ad platform
Vector syncs audiences to Google, Reddit, LinkedIn, Meta, programmatic, and more.

Step 4: Run tailored ad campaigns
Serve creative matched to stage or role:

  • “Still evaluating? See how we compare.”
  • “3 ways to fix [pain point] without the chaos.”
  • “Why modern teams are moving off [competitor].”

Step 5: Track + optimize in Vector

  • CTR vs unfiltered retargeting
  • Cost per engaged contact
  • Conversion rate by segment
  • Named engagers visible in Ad Reveal
  • ROAS across filtered audiences

Best practices

  • ✅ Exclude employees, competitors, and customers to reduce waste
  • ✅ Name the role or job-to-be-done in creative for higher CTR
  • ✅ Use frequency caps to avoid overexposure
  • ✅ Refresh segments monthly for accuracy
  • ✅ Use the right channel for the right motion:
    LinkedIn → mid-funnel precision by title/account
    Google Ads + YouTube → awareness + education
    Programmatic (incl. Reddit, Display) → efficient broad reach
    Meta (FB/IG) → reach researchers/influencers

Wrap up: smarter retargeting, stronger pipeline

With Vector, retargeting isn’t just about page views, it's about real people, real filters, and real results. By putting your spend behind the right contacts, you cut waste, control frequency, and move qualified buyers further down the funnel faster.

Inputs

  • Site visits
  • Ad engagement
  • CRM stage / ICP filters

Activated in Vector

  • De-anonymized contacts
  • Audience filtered by role, stage, recency
  • Frequency control + exclusion logic

Outputs / Metrics

  • Lower CPA and higher lead quality by segment
  • Named engagers revealed in Ad Reveal
  • Measured impact of frequency control on spend
  • Higher CTR and conversion rates vs unfiltered retargeting

Table of contents

Stop guessing  with expensive, legacy abm tools

Fill the funnel with high intent contacts, not meaningless accounts

👻 Wanna Booooooo-k a demo?