The most valuable asset you can have as a marketer is, of course, data! If you've been building up your customer or CRM lists, then you've got a treasure trove of customer data; and there's no better way to use it than in your Meta Ads campaigns. In Meta Ads, you can create a Custom Audience out of your customer list, either prospecting or existing, and use it to engage with people who have already expressed an interest in your company or product. This easy, step-by-step guide will show you how to upload and use Customer Lists or CRM Lists in Meta Ads!
How to Upload Customer Lists or CRM Lists to Meta Ads
Access your Meta Business Manager (Meta Business Suite)
Navigate to Audiences (under "All Tools" menu)
Create a Custom Audience
Select "Customer List" and click "Next"
There are two options to add to the customer list:
1. Upload them via the Excel file template, you can simply include email, phone numbers, and country code.
2. Paste comma-separated values
We recommend choosing "Paste comma-separated values"
Copy-paste your email addresses and click "Next"
Name your Audience and click "Next"
Click "Import and Create"
The system will scan and map your data for import. The system will also go through a process called hashing, which will encrypt your data and upload it to the Meta Ads database.
It will then match your email database with real users on Facebook and Instagram. The uploaded customer list will appear in your audience list.
How to Use Customer Lists or CRM Lists in Meta Ads Campaigns
Navigate to your Meta Ads Manager
When creating an Ad-Set, navigate under "Custom Audiences" select the Customer List Audience you want to use as your ad set's targeting
Frequently Asked Questions on Customer Lists or CRM Lists in Meta Ads
What is a Customer List in Meta Ads?
A Customer List is a powerful tool in Meta Ads that lets you connect with people who already know your business. Think of it as bringing your existing customer database into Meta's advertising platform. You can upload information like:
Email addresses
Phone numbers
Other customer identifiers
Meta then matches this information with its users, helping you reach your existing customers through targeted ads.
Are there any size requirements for Customer Lists in Meta Ads?
To make your Customer List work effectively:
You need at least 100 users in your list
The exact minimum might vary depending on:
Your region
The type of data you're using
Local advertising regulations
What are the privacy requirements for using Customer Lists in Meta Ads?
Must-Have Privacy Measures
Get clear permission from customers to use their data for ads
Only collect data you actually need
Keep customer information secure at all times
Follow important privacy laws like GDPR and CCPA
Best Practices for Data Management
Regularly review how long you keep customer data
Create a process for deleting old or unnecessary data
Make it easy for customers to request data removal
Stay up-to-date with Meta's data policies
How can I ensure my Customer List is formatted correctly?
To ensure proper formatting for Customer Lists:
Use a template provided by Meta.
Save your Customer List as a CSV (Comma-Separated Values) file
Include appropriate column headers that correspond to the data types you are uploading
Make sure that each column corresponds correctly to the data types (e.g., emails, names) required by Meta
Ensure that the data in each column is in a consistent format
Can I update or refresh my Customer List?
Yes, you can update your Customer List by uploading a new file or modifying the existing one. Meta will process the updated list and adjust your audience accordingly. If you set specific rules for your Custom Audience, Meta can automatically include new users based on their interactions with your brand, such as website visits or purchases.
Can I create lookalike audiences from my Customer List?
Yes, you can create lookalike audiences based on your Customer List. This feature allows you to reach new users who share similar characteristics with your existing customers, enhancing your targeting strategy.
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