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Frank Hagan
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    Facebook Custom Audiences

     

    About Facebook Custom Audiences

    ONTRAPORT's unique integration with Facebook Custom Audiences is included in Basic, Pro and Team accounts. It enables the use of Campaigns, Group Actions and Rules to automate the process of adding Contacts to Facebook Custom Audiences. 

    Note: Certified Consultants and Virtual Assistants: This integration should be built ONLY by using your client's Facebook account. If you connect with Facebook for two or more clients using your Facebook account then all of the clients will see all Custom Audiences in your Ad or Business Manager account from within ONTRAPORT.

    To convert your existing "Facebook App" integration for Custom Audiences simply follow the steps in the Connect ONTRAPORT to Facebook section below and ONTRAPORT will take care of all the details.

    Prerequisites
    First Steps in Facebook
    1. If you haven't done this already, create a Facebook Ads Manager or Business Manager account. 
    2. Create Facebook Custom Audiences in the ads accounts set up in step 1 if you don't already have them.
      1. Create a Custom Audience using the "from a customer file" option.
      2. Upload a CSV file made from an export of at least 25 valid Contacts in your ONTRAPORT account. The only fields you need are First Name, Last Name and Email address. See Exporting Contacts for information on how to do this in ONTRAPORT.
      3. Wait until Facebook has approved your Custom Audience to continue. 
    Connect ONTRAPORT to Facebook

    1. Click your profile icon at the top right of your ONTRAPORT account and select Administration. Click the Social section and select the Facebook API link.

      Facebook API Link in ONTRAPORT Administration

    2. Click the Continue with Facebook button and follow the prompts to connect your Facebook account with ONTRAPORT. When finished, click the Save button in the top right. You may have to refresh the page to see the "Status: Connected" message shown here in green:

      continue with facebook button with the status listed as connected

    3. The Facebook icon will appear in the Contacts Action Bar when you select contacts. Clicking the button will show you all the Custom Audiences that Facebook has approved in your ads or business manager account.

      Facebook Audience Actions Drawer Icon

    Add Contacts to Facebook Using a Group Action
    1. In the Contacts database, select the contacts to add to the Facebook Custom Audience. The Actions drawer will display. Click the Facebook button.

    2. Select to Add the selected contacts the Custom Audience.

      Add Contacts to Custom Audience

    Adding Contacts to Facebook Using a Campaign
    1. Navigate to Contacts > Campaigns and click the + New Campaign button
    2. Name the Campaign Add to Facebook CA
    3. Click the What Happens Next icon below the Start Trigger
    4. Add the element Facebook Custom Audience from the Advanced tab on the Add New Item dialog
    5. In the Settings for the element leave the first drop down on the default Add
    6. Click the + Add button above the Facebook Audience box and select the Custom Audience to add the contacts to
    7. Click Done
    8. Add an End element under the Custom Audience element to complete the Campaign Map. 

    add to Facebook Custom Audience element

    You can add Contacts via a Group Action, selecting Add to Campaign.

    You can add additional Triggers to this campaign with a Go To element adding them to this Custom Audience. Examples:

    • Add a Trigger for the Bulk Email Status field changing to "Opt Out" to target Contacts who opt out
    • Add a Trigger for visiting a sales page without purchasing to target procrastinating Contacts
    • Add a Trigger for Contact Created to keep your brand top of mind to your most newly engaged Contacts

    Using multiple triggers on an Add to Facebook Campaign

    Disconnecting the Integration

    To disconnect the integration:

    1. Log into Facebook and go to https://www.facebook.com/settings?tab=applications.
    2. Search for "ONTRAPORT" on the Applications tab.

      Search for ONTRAPORT in the search bar of the Settings - Apps dialog

    3. The ONTRAPORT App settings dialog should display when you press enter. If not, click on the ONTRAPORT App icon to display the application's settings dialog.
    4. Click the Remove App link at the bottom left of the dialog. Note that Facebook split tests many of their screens, so the "Remove App" link may be located elsewhere. If so, find it and click it.

      Find and click the remove app link

    5. A confirmation dialog will pop up. Click to confirm removing the app.

      Click to confirm removing the app

    6. You will be returned to the underlying ONTRAPORT App settings dialog. Click Save to finish deleting the ONTRAPORT App.

      Remember to click the Save button to finish removing the ONTRAPORT App

    7. You have completed removing the ONTRAPORT App from your account.

    To reconnect ONTRAPORT to Facebook Custom Audiences, repeat the steps in Connect ONTRAPORT to Facebook above.

    FAQs

    Q. I have an old "Facebook App" integration. How do I upgrade it?

    A. Simply follow the directions found in Connect ONTRAPORT to Facebook to convert your stand-alone Facebook App integration to the new method! ONTRAPORT will take care of all the other details in the background.

    Q. What about security? Does Facebook use the emails we give them for their own marketing?

    A. According to Facebook, the email addresses are encrypted and only a "hash" is used to make the matches. When you submit a new Contact, Facebook hashes that email address and then looks for a match.

    Q. I don't want to give Facebook my credit card. Can I still do this?

    A. Facebook Custom Audiences are for advertising, so their rules regarding account set up must be followed. They will allow you to set up and verify your account, but before you can start advertising you will have to provide a payment method.

    Q. Does this give Facebook access to my ONTRAPORT account?

    A. No, there is no data transferred to Facebook that you do not authorize using a Campaign, Group Action or using a Rule. Facebook has no access to your Contacts, sales data, or any other part of ONTRAPORT in any way.

    Q. I manage multiple Facebook accounts. Will this work with Facebook Business Manager accounts?

    A. Yes, this integration will work with Facebook Business Manager accounts.

    Q. My ads accounts display in a weird order in ONTRAPORT. Can I sort them?

    A. ONTRAPORT cannot control the order in which Facebook returns the ads accounts. 

    Q. One of my ads accounts that has no Custom Audiences in it is showing up in ONTRAPORT. Why?

    A. When we request the list of ads accounts from Facebook, they return all ads accounts you administer to the list of Approved Ad Accounts API. Even if the ads account has no lists, it is still a valid ads account and will show blank in OP.

    Q. Not all of my Custom Audiences are showing up in ONTRAPORT! Why?

    A. We only list Custom Audiences that we can add Contacts to, so Look-Alike and Saved Custom Audience types might not be visible. If one Custom Audience does not display in ONTRAPORT, but others do, it is because we cannot add or remove Contacts from that Custom Audience.

    Q. That was easy. Why do people think adding Custom Audiences is hard?

    A. In late February 2018, ONTRAPORT improved the process to connect to Facebook and simplified the method. 

     

     

     

     

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    Comments

    • Avatar
      Frank Hagan

      New Facebook Custom Audience integration will be active as of 4 PM Pacific time on Mar 6, 2018. All existing comments on this article have been removed for clarity.

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