This integration is 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:
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.
Lexer’s integration with this product allows you to pull data into the hub from these sources.
✅ Ad network
How the system connects with Lexer.
How Lexer connects with the system.
Is this integration live and working?
Lexer product compatibility
What Lexer products is the integration compatible with?
No attributes will be created as part of this integration.
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.
What attributes are created when integrated with Lexer?
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.
Personal identification attributes
Email event attributes
SMS event attributes
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.
- Click the Facebook Ads integration
- Click INTEGRATE FACEBOOK ADS
- Enter your personal Facebook details, and login
- Select the accounts you’d like to integrate
- Choose the Groups permitted to access these accounts
- Click ADD INTEGRATIONS
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 (firstname.lastname@example.org) to build this activation for you.
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 your account is a speedy process.
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.
If you need a refresh on setting up Segment, head here.
Creating your activation
First, you’re going to navigate to Lexer Activate. Activate allows you to send audiences to social, search, email platforms, and keep up to date on your activation status. Learn more about Activate here.
Click ACTIVATE NEW AUDIENCE to get started, and select the appropriate Facebook page for this activation.
Find your Segments, then choose if you want to set this to auto-activate. Check the the terms and hit SEND AUDIENCE.
You get to select one or more Segments to build your audience. In this example, we want to target customers with our HIGH SPEND Segment. If your combined audience size is greater than 1 million, schedule the activation and get in touch with Lexer Support (email@example.com) to approve the audience.
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.
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 (firstname.lastname@example.org) know.
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.
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
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.
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.
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.