Facebook (Meta) Ads Integration with CustomerLabs

Integrate Facebook with CustomerLabs to sync your audience segments created in CustomerLabs with Facebook through events by creating a custom audience. This allows you to retarget high-intent audiences based on their behavioral data with personalized ads.

Pre-requisites

1. Admin access to Meta Business Manager
2. Admin access to Meta Ad Account
3. Admin access to Meta Pixel
4. Active CustomerLabs Account

Authentication

Recommended Authentication

To connect your Facebook Ad account via the recommended method, you must have admin access to your Facebook Business Manager account to create a system user.

Why is this recommended?

This method uses a system user to avoid data sharing discrepancies. It ensures that password changes or other manual updates to the Facebook Ad account do not disrupt authentication or data flow.

Steps to Authenticate

1. Log in to your CustomerLabs account.
2. Navigate to Destinations in the left sidebar menu.
3. Go to all destinations tab and select Facebook.

4. Enter the last 4 digits of the pixel you are sending data to, then click Save and Enable.

5. Go to Configuration Settings.

6. Click on Authenticate Facebook account.

7. You will be redirected to choose the Business Manager account.

8. Select your Pixel, Catalogue, and Ad Account.

   Note: You can run catalogue campaigns even if your brand is under Health and Wellness Restrictions.

9. Select the Business Manager account.

10. Select the Ad Account you want to connect.

11. Choose the Pixel from the drop-down menu.

12. Click Submit.

13. Click Save Changes.

14. [Highly Recommended] To attribute conversions to your first-party audience in Advantage+ Shopping Campaigns, turn ON the toggle under “Audience type URL parameters”.

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    This will automatically add the relevant UTM parameters in your Advantage+ Shopping Campaigns settings at the Ad account level.

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15. Turn ON the toggle for Send data via server-side if you wish to send data via the server (Advisable for better tracking).

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16. Click Save Changes once updates are complete.

Alternative Authentication (Not Recommended)

We do not recommend this method. However, if you do not have admin access to your Facebook Business Manager account, you can use this method to integrate your pixel and start sending data.

1. In CustomerLabs, go to Destinations → Facebook → Configuration Settings.

2. Click on Not Recommended authentication.

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3. Choose your Facebook Ad account.

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4. Choose your Pixel from the drop-down.

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5. Click Submit.

6. Click Save Changes.

Updating Configuration or Authentication Details

If you need to change details (Ad account, Pixel, Business Manager, etc.) after authentication:

1. Click the Reauthenticate Facebook account button in Configuration Settings.

2. Update the necessary details.

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If you previously connected via the old method, you can switch to the new recommended method by clicking near “Recommended Authentication”.

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Setup Event Workflow

After authentication, configure the event workflow to send events and sync audience segments.

1. Go to Destinations → Facebook → Setup event workflow in CustomerLabs.

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2. Click “Enable all server-side callbacks” to send all events to Facebook. This improves Event Match Quality (EMQ).

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3. Audience Syncing:

   • After creating an audience in CustomerLabs, turn ON the toggle for all added_to_segment events to sync audiences to Facebook.
   • If you need to track removals, turn ON removed_from_segment.
   • The added_to_segment event refreshes on Facebook based on the minimum refresh interval set for the audience segment in CustomerLabs.
   • You can choose to send all events (pageview, purchase, added_to_cart, etc.) or only segments (added_to_segment).

   Note: It may take approximately 24-48 hours for the added_to_segment event to populate on Facebook.

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4. Click Save Changes.

You have now integrated Facebook with your CustomerLabs account. For more details on syncing, refer to Sync your audience with Facebook.

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Limited Data Use (LDU)

Limited Data Use is a Facebook data processing option that restricts the use of user data for marketing purposes to comply with US state privacy regulations (California, Colorado, and Connecticut).

Based on user consent from these states, you must flag users with Limited Data Use (LDU). Facebook will then process data as a service provider/processor and restrict its use according to Facebook’s State-Specific Terms.

Learn more about Limited Data Use

Set up Limited Data Use

CustomerLabs supports the LDU flag for users in the mentioned states.

Prerequisites:

• You must collect user consent on your website regarding marketing data usage (e.g., via a CCPA compliance cookie plugin).

• Consent must be stored in a cookie with a specific name and boolean value.

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Enable LDU in CustomerLabs

1. Log into CustomerLabs and go to Destinations → Facebook.

2. Navigate to Configuration Settings → Limited Data Use (LDU) Configuration.

3. Turn ON the toggle to enable Limited Data Use on Facebook.

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   This will flag users based on consent collected for California, Colorado, and Connecticut.

4. Cookie Configuration:

   • Enter the Cookie name and Cookie value where user consent is stored.
   • Click Save Changes.

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5. Consent Logic:

   • The cookie value should represent an opt-out (e.g., 1, true, y).
   • If the value matches, it means the user has opted out of marketing. CustomerLabs will flag this user with LDU and send it to Facebook.

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Once set up, anytime a user provides “opt-out” consent, the LDU flag is sent to Facebook for that user. Facebook will identify the state and apply LDU restrictions.

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Note: Enabling Limited Data Use may impact campaign performance, effectiveness, retargeting, and measurement capabilities.

No Consent Banner?

If you do not have a consent banner, you can still send LDU Consent Signals to Meta. Click here to learn how.