OSCAR4: Quick Start Guide

An overview of the OSCAR 4 platform.

Once you’ve registered for your subscription and your account is activated, you can start building your audience profiles.

With its speed, ease of use, and real-time data capabilities, OSCAR 4 is designed to simplify your targeting and help you achieve outstanding results. Whether you’re a seasoned marketer or just starting out, OSCAR 4 empowers you to build a highly targeted audience with ease, using demographics and firmographics.

With its insightful cross-tab reports, you can gain valuable insights into your target audience and export data to fuel your campaigns. This quick start guide will walk you through the key features and functionalities of OSCAR 4, enabling you to harness its full potential and achieve your marketing goals.

So, let’s dive in and unlock the power of OSCAR 4!

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Table of Contents

• How to log in
• Become familiar with the interface
• How to make selections
• How to preview sample data of your selection
• How to generate reports
• How to save your selections for later use
• How to export data

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How to log in

You can launch OSCAR 4 with ease from pretty much anywhere on the OSCAR 4 website. Click the “Launch OSCAR” button on the top-right of the screen.

You will then be presented with the login screen. Enter your credentials and click sign in.

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OSCAR 4 Interface

The OSCAR 4 interface is clean and simple.

1. Audience Builder: Make selections for your target audience.
2. Switch between contact counts and company counts.
3. Limit the number of contacts per site for your selection.
4. Review selections, view sample data and generate reports.
5. Save your selection.
6. Audiences: Access your saved audiences and export data.
7. See the number of download credits you have available.
8. Quick links to access your saved audiences and downloads.
9. Dashboards.
10. Settings.
11. In-line counts to see real-time stats on the selection pages.
12. View saved selections or clear your existing selections to start again.

1) Audience Builder:

The audience builder tab gives you access to demographics and firmographics to build your audience profile. As you make and change your selections, you get a real-time count. The availability of certain fields may be subject to your subscription type.

Selection tabs are made up of 5 key areas:

• Geography (e.g. country, Postal code, County/State etc.)
• Company Selections (e.g. Employee size, Turnover, Has Phone, CTPS screening, Website, Social Links etc. )
• Industry (Selection and keyword search for Industry categories)
• Contact Selections (e.g. Department, Job Function, Seniority, Has Email, Social Links etc.)
• Search (Upload files for searching and suppressions – Company Name, Email/Email Hash, Phone, Web Domain and URNs)

Simply tick the box for what you want to include in the selection, and the real-time count will show at the top of the selection screen.

There are 3 click actions with the selection boxes. Click once to include in your selections, click again to exclude from your selections, or click again to de-select entirely.

2) Contacts vs Company Counts:

OSCAR 4 makes it easy to laser-target types of companies and contacts, enabling you to take an ABM approach on the company level or target decision-makers and influencers on the contact level with departments, functions, seniority and more. Even if you’re taking a company-level view of your targeting, you can still include/exclude contact-level selections but the stats you see will be on the number of companies that fit the criteria.

By default, when you start a new selection on OSCAR 4 you start with “Contact Counts“. If you want to switch to company counts, simply click the “Switch to Companies Count” link.

3) Limit the number of contacts per site for your selection:

To set the maximum number of contacts selected from each company available, simply click the “All Contacts” button. This activates a slider for you to set the desired contact limit (up to 25 contacts). OSCAR 4 will then select contacts randomly based on your audience profile.

To reset and include all contacts again, simply drag the slider all the way to the left.

4) Review selections, view sample data and generate reports:

Now you have built up an audience selection, you will typically want to review your current selection, view sample data and generate reports:

Current Selections:

You can click to view your current selections, and a new pop-up screen loads to display your selections in one complete list. You can then ensure that you have everything you need before you proceed to export data and use your download credits. You can also remove selections in this view, simply click the box of the item(s) you wish to remove, then click the “Delete” button.

View Sample Data:

You can click to view data for your current selections, and a new pop-up screen loads to display sample records. You can then ensure that you have everything you need before you proceed to export data and use your download credits.

Generate Cross-Tab Reports:

You can click to generate cross-tab reports for your current selections, and a new pop-up screen loads to display the report builder. You can choose to generate reports based on companies or contacts.

1. Drag and drop either “Count of Companies” or “Count of Contacts” in the “Measures” section of the report builder.
2. Then drag and drop the dimensions that you would like a breakdown by.
3. A stats preview table will load as you customise your report.
4. You can then click “Pivot” to generate your cross-tab.

You can click “Excel Export” to export your cross-tab report in Excel format

5) Save your selection:

To save your audience selection, click the “Save Audience” button, which will load the “Saved Audiences” screen.

The system will automatically give your selection a name, however, you can rename the selection by double-clicking the entry, or tick the box, then click the “Edit” button. Type in your desired name and hit enter, or click the “Update” button to save.

6) Audiences: Access your saved and export data:

The “Audiences” tab is where you access your saved audiences, export data, and access previous downloads.

Saved Audiences

1. Switch between your saved “Contact Counts” and “Company Counts”.
2. Display saved audiences from a different time period.
3. Access all counts saved by you and your colleagues.
4. Re-name and delete your saved audiences.
5. Quick access to create cross-tab reports, preview sample data, create dashboards and restore the selection to make changes.
6. Apply suppression files.
7. Combine multiple audiences to make one selection with AND/OR/NOT logic.
8. Specify how many records you would like to export from a saved audience.
9. Add a key code to your data export.
10. Switch to your saved downloads.

Export Data

To export data from a saved audience:

1. Select the audience you wish to export from.
2. Enter the desired quantity, be sure you have enough download credits before you proceed (How to check your download credits).
3. Click the “Next” button.

You will then need to:

1. Choose an export pack.
2. Give your export a name.
3. Enter the end user of the data (If you are the end user, add your company name. If you are an agency, add your client company name).
4. View and accept the terms of usage
5. Click the “Next” button

You will then be prompted to confirm your export (“Yes” or “Cancel“). After selecting “Yes” you will be taken to the “Audience Extracts” screen.

Exports may take a few minutes to generate, and you will receive an email to confirm when your download is ready.

1. If your export isn’t showing, click the “Refresh” button.
2. You should then see your new export.
3. Click the “Download” button to download your file. This will download a zip file containing the data export.

7) See the number of download credits you have available:

You can see the volume of download credits available at any time at the top of the screen.

8) Quick links to access your saved audiences and downloads:

You can quickly access your saved audiences and downloads from the top-right of the screen.

9) Dashboards Tab:

Dashboards provide snap-shot stats and charts.

10) Settings:

Create and modify output packs

11) In-line Counts:

In-line counts provide instant numbers within the selected category.

1. Choose a selection category.
2. Click the “In-Line Counts” button.
3. See results.

12) View saved audiences or clear your existing selection:

Access your saved audiences, or clear your current selection to start a fresh audience.