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LIN-2577 document automatic cohort sync alongside manual upload - #202

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LIN-2577 document automatic cohort sync alongside manual upload#202
tashviks wants to merge 2 commits into
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tashvik/lin-2577-remarketing-audience-sync-docs

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Splits features/remarketing-audience-upload into Automatic sync and Manual upload, leading with the automatic path.

A cohort is a live rule, so a CSV export describes who matched on the day it was downloaded — and re-uploading a file only ever adds people, never removes the ones who stopped matching. The page now opens with that distinction instead of treating both routes as equivalent.

What the automatic section covers

Setup, the status chips, and the things that will otherwise generate support tickets — all of which surfaced while testing this against a live Google Ads account:

  • Google applies uploads asynchronously (up to 48h) and hides audiences below roughly 100 matched members for Display / 1,000 for Search. A perfectly working sync shows a size of 0 for a small cohort, which reads as failure.
  • Removal happens by membership expiry, not deletion. Left at the 540-day maximum, nobody is ever removed. The duration has to be set near the sync cadence or the audience is effectively append-only.
  • Rule-based audiences cannot receive uploads. Pointing a destination at something like "All Converters" fails every time.
  • Phone numbers without a country code are dropped rather than guessed at — that is what Default country is for.

The existing manual walkthrough is unchanged apart from heading levels.

Not in this PR

  • Screenshots. Three spots are marked with MDX comments in the Set up the sync steps. I could not capture them — the local dashboard session had expired and I did not want to interrupt for a login.
  • Scheduled syncs. The page describes syncing as ongoing, which is true of Sync now today but the nightly sweep is not yet wired up in ops. Worth confirming that ships before this page publishes, or the "stays current" claim overpromises.

🤖 Generated with Claude Code

tashviks and others added 2 commits August 28, 2026 11:22
Splits the page into two paths and leads with the automatic one.

A cohort is a live rule, so a CSV export describes who matched on the day
it was downloaded — and re-uploading a file only ever adds people, it
never removes the ones who stopped matching. That distinction is the
whole reason the sync exists, so the page now opens with it rather than
treating both routes as equivalent.

The automatic section covers setup, the status chips, and the parts that
generate support tickets:

- Google applies uploads asynchronously (up to 48h), and hides audiences
  below roughly 100 matched members for Display / 1,000 for Search. A
  working sync therefore shows a size of 0 for small cohorts, which reads
  as failure.
- Removal on Google happens by membership EXPIRY, not deletion. Left at
  the 540-day maximum, nobody is ever removed — the duration has to be
  set near the sync cadence for the feature to do what it claims.
- Audiences Google builds from rules (e.g. "All Converters") cannot
  receive uploads at all.
- Phone numbers without a country code are dropped rather than guessed
  at, which is what the Default country field is for.

The existing manual walkthrough is unchanged apart from heading levels.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Adds the three screenshots the page was missing and rewrites the new
sections against CLAUDE.md, which the first pass did not follow:

- No em-dashes anywhere (the previous version was full of them).
- description frontmatter, Troubleshooting section and support line.
- Shorter sentences, second person, one idea at a time.

Screenshots: the Cohorts tab, the Ad network sync panel with a synced
destination, and where List ID appears in Google Ads Audience manager.
Customer data is kept out: the connected ad account and project name are
replaced with a neutral placeholder, and each image is cropped to the
relevant area so no user emails or the account switcher are included.

Also drops the claim that syncs happen on a schedule. Only the in-drawer
Sync now action ships today, and CLAUDE.md says not to document flows
that are not live.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
@tashviks
tashviks requested a review from RathodDarshil August 28, 2026 06:13
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