Send an email list to Instagram

This guide will help you send Identities from Identify to Instagram 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 an Instagram account integrated to Lexer.
  • I have admin permissions to access and send data to the Facebook business account.
  • I have prepared tribes of identities within Identify.

You can read more about integrating accounts here, or if you need a refresh on setting up tribes, 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.

Your first step is to click “ACTIVATE NEW AUDIENCE”. As we’re sending this to Instagram, select the Facebook page that links to your desired Instagram account.

Next we’re going to pick your relevant tribe or tribes, and send your audience. If your combined audience size is greater than 1 million, schedule the activation and get in touch with Lexer Support to approve the audience.

Set and forget - auto-updating audiences

You have the option to enable always-on audiences to Facebook/Instagram, which will add and subtract customers as they move in and out of your tribe. In this example we’re targeting those who have “ABANDONED CART”. This will update with new customers who abandon their shopping cart on your website. Likewise, should a customer return to purchase those goods, they will be removed from this tribe.

Note: Facebook takes their time when it comes to updating audiences. It can take Facebook up to 12 hours to accept an audience, so be prepared.

Ok I’ve sent my audience, what next?

Once we hit send audience we will begin building this activation and sending it to your chosen Facebook ad account. The larger the audience, the longer this can take. We will notify you once an audience has been sent via email (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 we can start making our ad right away. Let’s get out of Lexer and head over to your Facebook Business Manager and Ads account.

Create your Instagram campaign

Facebook make regular changes to their Facebook and Instagram ad platforms, if anything in this guide doesn’t look right, let our Support team 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

Now you’re prompted to select a campaign objective. In this example we’re wanting to maximize traffic back to the cart so customers can complete their order, so we’ll select TRAFFIC. For more information on the kinds of campaigns you can run on Facebook read this article: Choose your ad objective

Once you’ve selected an appropriate objective, it’s time to create your Ad Set. This is where we’ll select from recently exported audience, specify where we want to publish the audience, and nominate a budget for the campaign.

Placing your ad on Instagram

Immediately after you’ve selected your audience targeting, you are will find yourself at the Placements section. Automatically selected is the “Automatic Placements (Recommended)” option. This will automatically place your ad across Facebook, Instagram, and other Facebook ad networks with the goal of optimizing your ad spend. In this example we want to select the “Edit Placements” option as we only want this to appear on Instagram.

From here you can specify not only which networks to display your ad, but also if you wish to limit it to desktop or mobile only users. Leave both checked, given Instagram is predominantly a mobile used platform. In the Platforms section, remove all options except for Instagram.

Set your budget

When setting a budget you have two options:

  • A daily budget, which provides 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, these have 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 abandoned cart shoppers, 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, and have selected ‘Continue’, it’s time to choose your creative and copy. Here you can select a few formats of ads: a carousel of images, 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.

Final things to remember

  • You need a Facebook Business page integrated into Lexer
  • That Facebook page needs to be linked to your desired Instagram account
  • If you audience is set to auto-update it will only do when it changes

More information