Facebook Ads

This integration is in beta

The‍
Facebook Ads
integration is currently in beta.
As with all beta tests, not everything will be perfect. If you run into any issues, please submit a support ticket.

Connect your Facebook Ads account with Lexer

Within Lexer you can integrate your Facebook Ad account, which will permit Lexer to build direct activations with your Facebook and Instagram ad accounts.

In this article we will show you how to integrate your account for the first time, and how to reintegrate your account should it become disconnected. If you’d like to integrate your Facebook page for use with Listen, Outbox, or Engage see this article on integrating your Facebook account.

Benefits of a Facebook Ad integration

Integrating your Facebook Ad account with Lexer provides a number of benefits, such as:

  • Send segments as custom audiences

Integration in a nutshell

Here's a summary of how Facebook Ads integrates with Lexer: 

Direction

What direction does the data flow?

⬜️ Data in: N/A - Lexer does not take data in from Facebook.

✅ Data out: send customer segments as custom audiences in Facebook.

Type

Lexer’s integration with this product allows you to pull data into the hub from these sources.

✅ Ad network

Source method

How the system connects with Lexer.

N/A

Destination method

How Lexer connects with the system.

✅ API

Status

Is this integration live and working?

Full Release

Lexer product compatibility

What Lexer products is the integration compatible with?

✅ Activate

⬜️ Compare

⬜️ Segment

⬜️ Track

⬜️ Listen

⬜️ Respond

⬜️ Serve

Attributes

No attributes will be created as part of this integration.

Attributes

This integration allows for some flexibility, the output of the integration depends on your available data and what you send through to Lexer. In addition, your attributes could be named in a different way to other clients. If you would like a list of attributes related to this integration, please email your Success Manager.

Attributes

What attributes are created when integrated with Lexer?

Attributes

These are the standard attributes Lexer can create when you connect this integration, however, this will depend on the data available and what you're sending through to Lexer. Also note, your attributes may be named differently.
If you have any questions, or would like to discuss any custom options, please reach out to your Success Manager.

How do I integrate my account?

When integrating your Facebook Ads account you will be need to have your personal account linked to the necessary Facebook Business Manager account. Please also ensure you have Administrator permissions in the relevant Facebook Business Manager account.

  1. Click the Facebook Ads integration.
  2. Click Integrate Facebook Ads.

        3. Enter your personal Facebook details, and login.

        4. Select the accounts you’d like to integrate and accept the permission requirements.

        5. Choose the Groups permitted to access these accounts.

        6. Click Save integration.

The final step!
Once you've added the details of your Facebook Ads account to the Facebook Ads tile in the Hub, please contact your Success Manager, or Lexer Support (support@lexer.io) to complete your Facebook Ads setup and configuration.

Once your account has been integrated, we can build an activation with Lexer Activate, permitting you to send custom audiences to Facebook. Please contact Lexer Support (support@lexer.io) to build this activation for you.

Meta Business Suite permissions

The last step to make sure you have the full functionality of the Facebook integration is to provide full access to the staff members that will manage the integration. If they will need to reintegrate the account or change any settings relating to the integration, its probably a good idea to provide them with these permissions. To be able to do the following steps you will need to have Meta Business Suite admin access.

Please note
Meta might make some changes to the look and function of the Meta Business Suite. Please get in touch if you notice anything not working as it should.

        1. Login to your Meta Business Suite.

        2. Click on the All tools hamburger icon on the left side of the page.

        3. Click on the Settings tool.

        4. Once you've opened up settings, click on People.

        5. Click on the user you want to provide the relevant settings.

        6. Finally, provide the user Full control and Save.

Re-integrating your accounts

Sometimes we can lose connection to your accounts due to a change of password, or another easy to fix problem. We’ll alert the account admin by email as soon as this happens, and ask them to follow a few quick prompts to reconnect. All users can check the status of their integrations at any time via a coloured status symbol in Lexer Integrate (Green = connected, Red = re-integrate now).

Re-integrating is nice and easy, open the integration and click on Reconnect.

Send an email list to Facebook

Here we'll help you send Profiles from Lexer Segment to Facebook as part of a custom audience. But before you get started you’ll need to complete the following checklist:

  • I have a Facebook business account, with a Facebook account integrated to Lexer.
  • I have admin permissions to access and send data to the Facebook business account.
  • I have prepared Segments of Profiles within Lexer Segment.

For more information about how to use Facebook business manager, check out their help docs here.

If you need a refresh on setting up Segment, head here.

Creating your activation

In order to use your Facebook Ads account, you'll need to activate your audiences using Activate. Learn more about Activate here.

Start by navigating to Engage > Activate.

  1. Click on New activation.
  2. Select the facebook business integration that you have integrated, specifically using the configuration of your choice.
  3. Select a Segment that you would like to activate.
  4. Fill in the required details in the Settings. Read through these settings and choose options that suit your needs.
  5. Agree to the terms, and click Run activation.
Lexer tip!
Facebook takes the profile data you send via your activation from Lexer (email, name, mobile, etc), and then attempts to match this data with real people. This means you won't generally see a 100% match rate. A good match rate for Facebook Ads activations starts at around 45%.
Lexer tip!
Facebook doesn’t tell you which people in your audience match their audience, and they don’t tell you at an individual level who saw your ad during the campaign. But, when someone clicks on your ad and lands on your website, this can be measured with UTMs and captured by the Lexer Tag (for more information, see our Lexer Tag content). But, please note, the attach rate of this depends on device, browser, and the customer's use of tracking blockers..

Set and forget – auto-updating audiences

You have the option to enable always-on audiences to Facebook, which will add and subtract customers as they move in and out of our Segment. As we’re targeting HIGH SPEND customers in this example, let’s assume we have a really cool offer for them once they reach our threshold (as defined in our Segment). As a customer reaches this threshold, they will be automatically added to our audience. Likewise should they fall out of this Segment, they’ll be automatically removed from our audience.

Lexer tip!
Facebook takes their time when it comes to updating audiences. It can take Facebook up to 12 hours to accept an audience, the larger the audience, the longer this can take.

Okay I’ve sent my audience, what next?

Once you’ve sent an audience, you can begin to create a campaign on your Facebook Ad account. You will be notified via email you once an audience has been sent. We’ll also email you if something goes wrong. The moment you receive that email your audience should be immediately available in your Facebook Ad account. It may take a few hours before it is ready to use, but you can start making your ad right away.

Let’s get out of Lexer and head over to your Facebook Business Manager and Ads account.

Create your Facebook campaign

Facebook makes regular changes to their ad platform, if anything in this guide doesn’t look right, let our Support team (support@lexer.io) know. You can find details of Meta's processes here.

Head to business.facebook.com and make sure you’re logged into the correct account. From here head to the Facebook Ads Manager and click on + Create Campaign near the top left hand corner of the screen.

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Set your campaign objective, and add your audience

You’ll notice you’re prompted to select your campaign objective. As we want to reach our high spend customers with a unique offer we’ll select CONVERSIONS. This encourages people to take up your offer. For more information regarding advertising types and objectives read this article on Facebook: Choose your ad objective

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Once you’ve chosen an objective, and selected continue, you’ll need to choose an audience. You’ll find your recently exported Segments under the custom audience tab.

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Placing your ad on Facebook

After you’ve chosen your audience targeting you need to decide where you want to place your ad. In our example, with our current objective set to CONVERSIONS, Facebook will allow you to place your ad across its entire network. Not all objectives will be this flexible, Engagement for example will only permit you to place ads in the Newsfeed and Marketplace. Should you want to customize the placement of your ad, you can check EDIT PLACEMENTS and select/deselect all networks. You can even choose to only display your ad on desktop or mobile devices.

Set your budget

When setting a budget you have two options:

  • A daily budget – Providing a cap on how much you wish to spend per day. These ads can run continuously, or you can specify a start and end date.
  • A lifetime budget – Providing a start and end date, but you select the maximum you wish to spend over the lifetime of the campaign.

The kind of campaign you’re running will largely influence which option you select. In our current example we’re targeting “High Spend” customers, so this will be an always-on campaign and we don’t want to specify a start/end date.

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Add your creative and publish

Once you’ve selected your budget, click continue and it’s time to work on creative and copy. You can select a few ad formats – a single image, a single video, or a slide show (looping 10 second video). After you’ve loaded your visual content, scroll down and setup your call to action, and have a look at the preview of your ad. If you’re happy with everything, select confirm and wait for your ad to be approved.

You're done!

Awesome news! You're now ready to rock some amazing Facebook Ads campaigns through your Lexer Hub. We've covered everything about Facebook Ads, from what it is to its benefits, and activation process. If you find yourself feeling stuck or confused along the way, don't worry! Just reach out to Lexer Support via the chat bot in the bottom right on your browser, and we'll be more than happy to assist you. You've got this!

Updated:
March 4, 2024
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