Facebook Ads integration

Overview

When connecting a Facebook business account, users can select Facebook as a data destination for their Ortto audiences and update their Facebook audiences directly from Ortto.

Facebook prerequisites

To integrate, you need a Facebook business account with access to Facebook Ads Manager.

Connect from Ortto

To connect to Facebook Ads:

1. Go to CDP > Data sources > click New Data Source.
2. Under Advertising or All Data Sources, select Facebook and click Get Started.
3. On the Connect to Facebook page, choose your Data Retention Period and click Connect.
4. On the Configure page, select:
   • One or more Advertising Accounts.
   • The Facebook Page you want to use.
5. Click Sync to proceed.
6. Click Done to finish the setup.

Enable the Autopilot System User for Lead Access

When you connect your Facebook Ads account to Ortto, a system user called Autopilot System User is automatically added to your Facebook business account. This user allows Ortto to access data from your Facebook Business Manager or Ads Manager, such as lead ad submission data.

However, the Autopilot System User does not automatically receive permission to access lead data. You’ll need to manually add it in your Business Manager (or Ads Manager) under Lead Access settings.

To do so:

1. Go to Business Settings in your Facebook Business Manager or Ads Manager.
2. Click on Integrations, then select Leads Access.
3. In the People tab, choose the option to assign people.
4. In the popup, select the Autopilot System User and click Assign to confirm.

How is the data synced from Ortto?

Once your Facebook business account is connected, you can select Facebook Ads as a destination for your Ortto audiences. This will add your Ortto audience to your Facebook Ads Manager, provided that Destinations is enabled.

To sync your Ortto audiences to Facebook:

1. Go to CDP > Audiences and select the audience you want to sync.
2. In the left-hand details panel, click Edit under destinations.
3. Select Facebook Ads. If you have multiple Facebook advertising accounts connected, choose the account(s) you want to send the audience data to.
4. Click Save.

Your synced Ortto audiences will appear in Facebook Ads Manager as Custom Audiences, prefixed with Ortto:

Learn more about Facebook’s custom audiences.

Ongoing data sync

When you update an audience configured to send to Facebook Ads (by adding or removing people), these changes will automatically sync from Ortto to Facebook.

Resynchronizing data

Audience updates are sent to Facebook Ads when:

• The data source is reconnected after being disconnected.
• Destinations is re-enabled after being disabled.

What does the data source add to my account?

Integrating Facebook Ads allows you to:

• Use Facebook Ads as an audience destination.
• Access templates for:
  • A playbook and journey to engage with contacts right after they submit an inquiry.
  • Reports to track lead ad submissions.
• Playbook and journey actions.

Facebook activities

Learn more about Facebook activities and attributes.

Access the Facebook data source view

Once your Facebook data source is connected, you can access its view via CDP > Data sources.

Here’s what you can do:

• Rename the data source: Hover over the name, click the pencil icon, enter the new name, and click anywhere on the page to save.
• Disconnect the data source: Click Actions > disconnect.
• Configure data retention: Set the activity data retention period.

Learn more about the data source view.

Using Facebook as a destination

You can use Ortto audiences synced to Facebook to create campaigns. Here’s how to set Facebook Ads as a destination:

1. Go to CDP> Audiences and select the audience you want to edit.
2. In the audience view, click Add or edit under Destinations in the left panel.
3. Select Facebook Ads, then click Save.

That’s it! Your audience is now set up for Facebook Ads.

Use-case: Create a lookalike audience

You can use your customer data in Ortto to create a lookalike campaign in Facebook Ads Manager. A lookalike campaign targets potential customers who resemble your existing ones.

Here’s how to set it up:

1. Create an Audience: If you haven't already, create an audience of your top-performing customers using filters like subscribers, MRR above $X, or AOV above $X.
2. Add Facebook Ads as a Destination: Ensure you select Facebook Ads during audience setup or in the audience view.
3. Sync to Facebook: Once your audience is synced, go to Ads Manager in your Meta Business Suite.
4. Create the Ad: Select the synced audience for your lookalike campaign.

Using Facebook actions

You can use Ortto's Journeys to manage your Facebook audience by adding or removing contacts based on specific conditions.

Here’s how it works:

• Add contacts: Automatically include contacts in your Facebook audience when they meet certain criteria.
• Remove contacts: Automatically exclude contacts from your audience if they no longer meet the conditions.

Use-case: Re-target customers who interacted with your content

If you have customers who downloaded your ebook, you can easily sync this audience to Facebook using a Journey. Once they convert, you can remove them from the audience.

After connecting your Facebook data source, you can access these actions in Journeys and Playbooks:

Here’s an overview of the Journey:

Troubleshooting Facebook

Learn more about Troubleshooting Facebook.