At A Glance
Pharma marketers need privacy-first identity workflows that keep DTC and HCP paths separate while connecting activation and measurement. Experian’s pharma marketing playbook shows how brands can prepare audiences, coordinate approved destinations, and build measurement into the workflow so teams can connect media exposure to trusted outcomes.Pharma marketers need to build more meaningful relationships with patients (DTC), caregivers, and healthcare professionals (HCP) across a health journey that spans many channels, partners, and decision moments.
That creates an operational challenge. Data, activation, and measurement often sit with different vendors, each with its own rules, IDs, and handoffs. DTC and HCP campaigns need separate identity paths, but both still need to support the same brand objective. Pharma marketing teams need a clearer way to connect audience strategy, media exposure, and outcomes without adding risk or confusion. That starts with identity, not as a single system for every audience, but as a governed workflow that keeps DTC and HCP paths separate and coordinated.
In our pharma marketing playbook, “From onboarding to outcomes: The privacy-first independent identity workflow for pharma marketing,” we show pharma brands how to build privacy-first workflows that connect identity, activation, and measurement across the healthcare ecosystem.
From onboarding to outcomes
Pharma marketing teams need identity workflows that can support accurate audience creation, governed activation, and partner-enabled measurement without combining DTC and HCP identity paths.
Download our pharma marketing playbook to help your team:
- Plan DTC and HCP identity strategies with clearer separation
- Prepare audiences for activation across approved channels and partners
- Evaluate audience quality, usable reach, and governance
Here are three priorities pharma marketing teams can use to build more governed, measurable engagement.
1. Why should pharma marketers keep DTC and HCP identity workflows separate?
Pharma marketers should keep DTC and HCP identity workflows separate because each audience requires different data signals, activation paths, and measurement methods. Separate workflows give teams clearer governance controls while helping DTC and HCP campaigns support the same brand objective.
DTC and HCP campaigns often support the same brand objective, but they need separate ways to manage data, reach audiences, and measure results. That’s where identity plays a central role. It gives pharma teams a governed way to keep DTC and HCP data, activation, and measurement separate while coordinating both toward the same goal, like driving drug awareness and impacting prescribing behavior.
The missing layer in pharma marketing. Watch our Q&A
DTC activation depends on privacy-safe identity, which can include tokenization, aggregated audience logic, and non-clinical consumer context. This helps brands better understand patients and caregivers as people, not only as condition-defined audiences.
HCP activation depends on a different foundation. It may use signals such as National Provider Identifier (NPI), specialty, practice location, partner identifiers, and other verified attributes. When DTC and HCP workflows are treated as one system, you can create governance risk, weaken audience logic, and make measurement harder to defend. Keeping them separate gives teams clearer controls, audience planning, and a stronger way to show how both efforts support the same brand goal.
2. How can pharma marketing teams make audiences activation-ready with privacy-safe identity?
Pharma teams can make audiences activation-ready by translating fragmented inputs into governed audience workflows that can be matched, activated, separated, and measured. Privacy-safe identity helps prepare DTC and HCP audiences for approved channels and partners while maintaining the separation each workflow requires.
Privacy-safe identity helps prepare DTC and HCP audiences for approved channels and partners while maintaining the separation each workflow requires.
After separating DTC and HCP data, activation, and measurement, the next step is making each audience ready to use across approved channels and partners. Pharma audiences rarely start in a format that is ready for activation across platforms, publishers, and partners. Inputs may come from partner audiences, platform identifiers, CRM systems, privacy-safe consumer signals, HCP attributes, or partner-provided data.
Those inputs need to be translated into usable audiences through governed identity workflows. For DTC campaigns, activation readiness may include cohort construction, non-clinical enrichment, caregiver logic, tokenized matching, and exclusion rules. For HCP campaigns, it may include verified identity inputs such as NPI, specialty, practice location, and professional address.
A strong workflow answers four questions:
- Can the audience be matched accurately?
- Can it be activated across approved destinations?
- Can DTC and HCP separation be maintained?
- Can the audience connect back to verification and measurement?
When the answer is yes, pharma brands have a stronger foundation for audience quality, usable reach, and cross-channel activation.
3. Why should pharma marketers build measurement into the workflow from the start?
Pharma marketers should build measurement into the workflow from the start because campaign exposure needs to connect back to permitted identity frameworks and partner-held outcomes. Planning measurement before activation gives teams a clearer, more explainable way to evaluate how audience strategy, media exposure, and outcomes work together.
Making audiences ready for activation is only one part of the job. Pharma teams also need a clear way to connect media exposure to outcomes, and that measurement plan needs to be in place before a campaign goes live.
Pharma measurement requires more than knowing whether media ran. Brands need to connect exposure signals to permitted identity frameworks and partner-held outcomes in a way that is accurate, governed, and explainable. Those outcomes may include script lift, qualified HCP engagement, audience quality, and exposure-based HCP reporting where appropriate.
Clean rooms and partner-enabled workflows can help connect exposure, identity, and outcomes in a governed way. For DTC campaigns, this may involve linking tokenized audience or exposure data to a measurement partner environment. For HCP campaigns, this may involve resolving exposure back to HCP identity using NPI, professional address, specialty, practice location, partner identifiers, or measurement partner IDs.
When measurement is planned before activation begins, teams gain a clearer view of how audience strategy, media exposure, identity, and outcomes connect.
How does Experian help pharma marketing teams connect identity, activation, and measurement?
Experian helps pharma marketing teams connect identity, activation, and measurement by serving as a neutral, interoperable workflow layer across data, onboarding, approved destinations, and measurement partners. Experian helps teams keep DTC and HCP identity paths separate while preserving the connection between activation and outcomes. Our role centers on three practical needs. We help teams:
As a neutral, interoperable identity, data, and workflow layer, we help brands translate fragmented inputs into activation-ready audiences, connect those audiences to approved destinations, and preserve the structure needed to evaluate performance.
Download Experian’s pharma marketing playbook
These three priorities give pharma teams a place to start. Our full pharma marketing playbook goes deeper into how pharma brands can build privacy-first workflows across onboarding, activation, sequencing, and partner-enabled measurement. Inside the playbook, you’ll find a more detailed look at how to:
- Keep DTC and HCP identity strategies separate
- Prepare audiences for activation across channels
- Evaluate audience quality and governance
- Connect exposure to trusted outcomes through partner-enabled measurement
For pharma marketers working across fragmented data, platforms, and partner ecosystems, our playbook offers a framework for moving from fragmented inputs to more governed activation and stronger measurement readiness. Download our full playbook to learn how privacy-first identity workflows can help pharma brands connect onboarding, activation, and outcomes.
FAQs
Pharma marketers need separate DTC and HCP identity workflows because patients, caregivers, and healthcare professionals require different data signals, activation paths, and measurement methods. Keeping those paths separate helps teams maintain governance while coordinating both efforts toward the same brand objective.
Privacy-safe identity helps pharma marketers translate audience inputs into activation-ready audiences without treating DTC and HCP workflows as one system. It can support tokenized matching, cohort construction, verified HCP identity inputs, and the separation needed to connect activation with trusted outcomes.
Experian helps pharma brands connect data, identity, onboarding, activation, and measurement across a fragmented partner ecosystem. Experian’s identity foundation and workflow connectivity help teams prepare audiences for approved destinations while preserving the structure needed to evaluate trusted outcomes.
Measurement planning should happen before activation begins. When pharma teams define measurement early, they can connect audience strategy, media exposure, identity, and partner-held outcomes in a more accurate, governed, and explainable way.
Pharma marketers should look for audiences that can be matched accurately, activated across approved destinations, kept separate across DTC and HCP workflows, and connected back to verification and measurement. This gives teams a stronger foundation for audience quality, usable reach, and cross-channel activation.
Latest posts
As today’s digital landscape gets more and more complicated there are more ways for brands to connect with users and drive purchases and more ways for ad tech to target and measure those touch points. As in-person shopping picks up steam due to the re-normalization of society post-COVID 19; the connection between digital ads and in-person purchases needs to be made once again. With the rise of Connected TV throughout the pandemic there are even more digital opportunities to target a user. But how do you make sure that those brand engagements are captured and correctly attributed to offline purchases and conversions? The answer lies in a holistic identity resolution strategy. Cross-device identity resolution with The Tapad Graph connects the identifiers and devices of individuals within a household to each other; enabling targeting, frequency capping, extension, segmentation and measurement or attribution between devices; including Connected TV and hashed (privacy-protected) email addresses along with Cookies, Mobile Ad Ids and IP Address. Brands can join their first-party data to The Tapad Graph to execute strategies that connect online and offline data for pre, mid and post-campaign efficiencies. Let’s imagine a scenario in which an outdoor retail brand is targeting users watching specific content on a Connected TV device. Powered by identity resolution, they start with a general ad on CTV and continue targeting down individual paths with each user. When one of them converts in store and makes a purchase; the outdoor retailer can connect that action through location and in-store traffic data with the cross-device identity resolution used to execute the digital campaign. Now the actions of the user online and offline are resolved for more accurate measurement and attribution after the campaign ends. But it doesn’t stop there– the brand’s CRM data can be reactivated for the next digital campaign and leveraged to capitalize on the most effective media mix for the user who made the purchase previously. These combined insights can be invaluable in shaping up future campaign strategies with geo-contextual ads, recommended additional products and personalization to help drive more conversions and purchases in-store or online. As in-person shopping picks back up and marketers are tasked once again with balancing online and in-store KPIs, the right identity resolution strategy can unlock necessary efficiencies for retailers, ad tech vendors and agencies tasked with supporting these initiatives. Get in touch
Experian Marketing Services and Data Quality President Genevieve Juillard recently sat down with Zach Rodgers, host of the AdExchanger Talks podcast to discuss the future of identity, the importance of data transparency and privacy, and our recent acquisition of Tapad. Genevieve focused on the opportunity for our industry to reimagine an advertising ecosystem that is resilient and adaptable; one that takes advantage of emerging data and prioritizes data transparency and consumer privacy. She also discussed the importance of advertising strategies that put consumers at the heart of every decision and give them more control over their data. Genevieve shared with AdExchanger that Experian’s acquisition of Tapad, a global leader in digital identity resolution, was a natural fit for our company. Tapad’s approach and role in the ecosystem is very much aligned with Experian’s, which is to develop solutions that are resilient to industry and consumer changes. The combination of our capabilities supports interoperability across all types of identifiers, both online and offline, and will position us to help our clients navigate the post-third-party cookie world. To learn more about Experian’s plans to support an effective advertising ecosystem that will evolve with our dynamic industry, listen to the full podcast Embracing ‘Healthy Fragmentation’ In Ad Tech, With Genevieve Juillard. Get in touch
It’s been over a year since Google announced they’d be deprecating the third-party cookie and in that time there’s been a major focus on two types of cookieless identity solutions. Identity vendors and marketers are strategizing which of these two future solutions best fits their needs so they can achieve privacy-safe scale once third-party cookies are no longer available for use on Chrome. Let’s break down these solutions and the considerations marketers need to take into account when deciding what partners to move forward with in the future of identity resolution. Authenticated Traffic Solutions Authenticated traffic solutions (ATS) are a type of digital identification that asks the end-user to identify themselves via personal information, most commonly email address. Often, you’ll see self-authentication at the point of entry to a website that asks you to create an account or login immediately to access the content you are seeking. E-commerce sites use authentication to keep track of consumer purchases and inform advertising decisions for that customer; and publishers use it to tailor featured content, or, more importantly for this discussion, leverage it within the ad ecosystem for targeting. While authentication can provide very valuable user data for audience segmenting and targeting, it can be limited in scale for a single publisher to leverage and monetize on their own. That’s why some identity vendors have worked to integrate themselves within as many publisher authentication modules as possible, so that they can create an aggregate of scale for the ad ecosystem to tap into. But, even this isn’t going to deliver the reach marketers truly thirst for. Alternatively, Facebook has the scale for authenticated traffic, but they keep their data inside a walled garden, so the utility of those authenticated users is only valuable within the Facebook ecosystem. So how can authenticated traffic solutions increase scale to broaden the scope of identifiers they can collect and leverage? Hint: a few of the biggest players have already figured it out. It’s the single sign-on. Google is probably the largest purveyor of a single-sign on solution that can directly impact advertising capabilities. Can you think of a site you visit that doesn’t offer a sign-in with your existing Google account? It’s a short list. Google has integrated themselves into so many applications and publishers that “Login with Gmail” is just second nature (you pictured the Gmail logo when you read that, didn’t you?). Now, if you’re about to purchase something you found off an Instagram ad, or perhaps a retailer you buy from regularly, you’ve probably noticed options to proceed with your checkout via “Amazon pay” or “Apple pay”. These are also single-sign ons. You’re authenticating yourself through Amazon or Apple to that retailer in exchange for A- the safety and security that Amazon or Apple provide for your financial information and B- skipping the annoying process of manually entering personal information over and over again at point of sale. It’s starting to sound like there’s a lot of authenticated data out there isn’t it? Well, that’s true, but again, Amazon and Apple are walled gardens. Amazon is working diligently to build out their own ecosystem to leverage their content and retail channel data for a holistic offering. And Apple keeps user data very close to the chest, constantly limiting its utility for themselves and advertisers. So what is identity resolution doing about it? The Trade Desk announced their solution; Unified ID 2.0, which promises to leverage email authenticated identity for a truly scaled solution for publishers via Javascript through Prebid. By handing over UID2.0 to an independent unbiased organization like Prebid, The Trade Desk is creating instant scale and trust in their solution. Unauthenticated Traffic Solutions Unlike ATS, unauthenticated traffic solutions do not rely on a log-in to identify a user, but they also don’t rely on third-party cookies. Instead, unauthenticated solutions (UATS) leverage their existing streams of real-time data through Javascript on publisher sites or an SDK (software development kit used by apps). The type of information UATS solutions can collect via Javascript or SDK vary, but it can include IP address, user agent and device level info. But being able to read this information at the point of entry to a website does not make a quality identifier. The best unauthenticated solutions will have the ability to set or ingest this information into a unique ID through an infrastructure with incredibly fast speed that can process trillions of anonymous data signals across multiple channels and devices. And even more so, be able to interpret those signals into a profile using machine learning– all at the moment a user enters a domain. It sounds complicated because it is, but it also has a lot of potential. The identity space cannot rest solely on authenticated traffic solutions, because, as you can see, it could limit ownership and operability to just a few power players/walled gardens. This doesn’t help the larger ecosystem monetize and personalize ad inventory. The right unauthenticated solution, however, can unify cross-device individuals and households at scale, because they’re integrated on the broadest number of publishers/SDKs across platforms, have the best algorithms to build confident connections between identifiers, and are universally transactable across the most common sell and demand side platforms. Think of it as the perfect partner- speaking a common language that everyone in the ecosystem understands and acts on. Today more than twenty cookieless identifiers are available in market for the ad ecosystem, and Google hasn’t even announced a date of deprecation. It’s important to be on the lookout for differentiators like scale and precision. Most importantly, choosing a truly cross-device partner will be key, especially as more digital devices and IDs grow in adoption, like CTV has this past year. Taking advantage of both What we will come to find, once the third-party cookie is obsolete, is that choosing just one of these solution types, or partners, will be a disadvantage. The more the industry comes together to collaborate on solutions, the more apparent it is that both of them have value, and thus employing both solutions will give marketers the best opportunities. Tapad, now part of Experian, recently announced the launch of Switchboard; a module within our identity solution; The Tapad Graph, to create this agnostic interoperability for identifiers of all types, and choice and control for the ad tech vendors and marketers who want them. By instantly creating the ability to partner with multiple solutions, Tapad + Experian is ensuring that all use cases for the third-party cookie live on in our cookieless future. Get in touch