Creating a Custom Audience from a Customer List

Where to Create Custom Audiences

You can create custom audiences in your CRM in two different ways:

During Campaign Creation

When setting up a new campaign, navigate to the ad set level and locate the Audience Controls section. Under the Intended Audience area, find the Retargeting tab. Click the dropdown menu labeled "Create new or select retargeting audience" and choose the option to Create a Custom Audience.

From Campaign Settings

You can also create audiences in advance for future campaigns by going to your Campaign Settings and selecting the Audiences tab.

Understanding Customer List Custom Audiences

A Customer List Custom Audience allows you to use your own customer contact information to create targeted advertising audiences. This feature matches your customer data with user profiles on advertising platforms, enabling you to deliver relevant ads to specific individuals.

Key Features

• Build from Your Data: Create audiences from customer information stored in your CRM, such as email addresses, phone numbers, or contact records
• Precise Targeting: Reach specific individuals with tailored advertising messages
• Audience Segmentation: Target different customer groups based on your business needs
• Privacy Compliance: Maintain compliance with privacy regulations through secure data handling

How to Create a Customer List Custom Audience

The process for creating a Customer List Custom Audience involves two main approaches:

1. CSV File Upload

Upload a CSV file containing your customer data. Ensure your file follows the required formatting guidelines for proper processing. You can use the sample file template provided to prepare your data correctly before uploading.

2. Using Smart Lists (Static vs. Dynamic)

When creating an audience from Smart Lists, you can choose between static and dynamic audience types:

Static Audience

• Includes only contacts present in the selected Smart List at the time of creation
• Does not update automatically when contacts are added or removed from the Smart List
• Ideal for campaigns requiring a fixed audience that won't change

Dynamic Audience

• Automatically updates to reflect changes in the Smart List
• New contacts added to the Smart List are included in the audience
• Contacts removed from the Smart List are excluded from the audience
• Perfect for maintaining an always-current audience

Steps for Smart List Audience Creation

1. Select the "Use Smart List" option when creating your custom audience
2. Choose one or more Smart Lists from the dropdown menu (only pre-created lists from your Contacts section will be available)
3. In the Advanced Conditions section, select your preference:
   • "No, only include the contacts currently on the Smart List" for a static audience
   • "Yes, include the dynamic updates" for a dynamic audience
4. Review the total number of contacts that will be included
5. Provide a name for your audience and an optional description
6. Click Create Audience to complete the process

Important Considerations

• Minimum audience size requirements apply for campaign usage
• CSV files must be properly formatted to avoid upload errors
• The static/dynamic selection determines how your audience behaves after creation
• You must accept the Customer List Custom Audience Terms of Service before creating an audience
• Once created, your audience will appear in the Retargeting Audience dropdown and Audiences tab