Facebook Custom Audience Integration

ContactDrive's Facebook Custom Audience integration allows you to add from ContactDrive to a Facebook audience that you can use to serve retargeted ads.

To get started with this integration, follow the steps below:

  1. Login to ContactDrive and go to Account Settings (you must, of course, be an admin to access Account Settings). Click on the Integrations tab.
  2. Find Facebook Custom Audience in the list of integrations and click “Add integration”.
  3. The Integration Settings window will appear where you can connect your Facebook account. Click “Connect Facebook”.
  4. A pop-up will appear where Facebook confirms that you do, in fact, want to connect with ContactDrive.
  5. Once you confirm ContactDrive’s permissions, you’ll see several new fields in the Integration Settings window.
  6. Select a refresh schedule to set how frequently ContactDrive should sync with Facebook.
  7. Click “Save changes”.

At this point, your integration is ready. You can optionally configure a default audience or instead setup your Custom Audience integration with a ContactDrive List. The benefit of integrating with Lists is that you can create specific subset of contacts from ContactDrive to send to a Facebook audience (e.g., new customers, past donors, people in a certain town, etc). If you just want all contacts to be added to a custom audience, follow the steps below to add a default Custom Audience.

Setup Default Custom Audience

To push all contacts to a Facebook Custom Audience, setup a default integration that we will sync on the schedule you chose above, or you can check manually any time. Here are the steps:

  1. If the Integration Settings window isn’t open, go to Account Settings > Integrations, find Facebook Custom Audience and click “Edit Integration”.
  2. Scroll down to the Steps to configure your Facebook integration.
  3. Go through each step, selecting the resource you need. If you do not see a list of resources in the dropdown, click the refresh icon and ContactDrive will fetch a fresh list of your resources.
  4. Click “Save changes”.

Setup List Custom Audience

To configure multiple Facebook Custom Audiences, leave the default steps blank in Account Settings and instead follow the steps below:

  1. Go to Lists and select or add a list to use with this integration.
  2. Click on List Actions, then Integrations.
  3. You will now see a list of all services currently integrated with the list.
  4. To add a new integration, click the green “Add a new integration” button.
  5. You will now see a list of all of the integrations currently configured for your account. Find Facebook Custom Audience and click “Add integration”.
  6. You will now see the same setup steps you had under Account Settings. Go through each step, selecting the resource you need. If you do not see a list of resources in the dropdown, click the refresh icon and ContactDrive will fetch a fresh list of your resources.
  7. If you would like to create a new Custom Audience for this list, select the “Create New List” option from the Step 2 dropdown.
  8. Click “Save changes.”
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