Facebook integration

When you connect to Facebook you will be able to choose Facebook as a data destination for your Ortto audiences, and update your Facebook audiences from Ortto.

Facebook prerequisites

This integration process requires having a Facebook Ads account.

Use of the journey and playbook actions associated with Facebook is determined by your Ortto plan.

Connect from Ortto

To connect to Facebook:

  1. On the Data sources page, click New data source.

  2. Under Advertising or All data sources, select Facebook, then Get started.

  3. On Connect to Facebook, select your Data retention period, then click Connect.

  4. On Configure, select the Advertising account and Facebook page you wish to use, then click Sync.

  5. Click Done to exit the setup.

How is the data synced from Ortto?

Once Facebook is connected, you can select it as a destination for your Ortto audiences. This will send your Ortto audience to be added to your list of Facebook audiences, as long as Destinations is enabled.

Your Facebook account must have write permissions (not read-only) to be able to select Facebook as a destination.

To sync your Ortto audiences to Facebook:

  1. On the Audiences page, click on the audience you wish to sync to Facebook.

  2. In the left-hand details panel, under Destinations, click Edit.

  3. Select Facebook Ads, then Save.

Ortto audiences synced to Facebook will be added as Custom Audiences and will be named with the prefix Ortto:. Learn more about Facebook’s custom audiences in the Facebook help documentation.

Connecting Facebook as a data source will not send any Facebook data to Ortto.

Ongoing data sync

When an audience that you have configured to send to Facebook is updated (people are added or removed), the updates are synced from Ortto to Facebook.

Resynchronizing data

Audience updates are sent to Facebook:

  • when the data source is reconnected after being disconnected, or

  • if Destinations is re-enabled after being disabled.

What does the data source add to my account?

Connecting Facebook as a data source adds:

  • Templates for:

    • A playbook and journey, to get in touch with a contact immediately after they submit an enquiry.

    • Reports, to capture lead ad submissions.

  • Playbook and journey actions, and

  • Activity: Facebook lead ad submitted for lead form submissions:

Learn more about using Facebook in Ortto under Using Facebook.

Access the Facebook data source view

When a data source is connected, you are provided with a data source view. On the Data sources page, click the data source you wish to view.

A data source’s view is the administration page where you can:

  • give the data source a new name (this will not affect your Facebook account settings). To do so, hover over the name and click the pencil icon, then type the new name and click on a blank area of the page to save the name.

  • disconnect the data source. To do so, click Actions  Disconnect.

  • configure the data retention period for activity data.

Learn more about the data source view under Managing data sources.

Using Facebook

This section describes a few ways you can make the most of your Facebook Ads integration.

Both examples use Ortto audiences synced to Facebook to create campaigns. You can select Facebook Ads as a destination during the audience setup, or you can select it in the audience’s view.

  • On the Audiences page, click on the audience you wish to edit.

  • In left-hand panel of the audience view, under Destinations, click Add or Edit.

  • Select Facebook Ads then click Save.

Create a lookalike audience

One way you can leverage your Facebook integration with Ortto is to use the customer data in your CDP to create a lookalike campaign in Facebook. A lookalike campaign targets an audience of potential customers based on the characteristics of some of your existing customers.

You can do this by creating an audience of your top-performing customers (if you haven’t already), by setting audience filters that will capture members who meet criteria such as subscribers, MRR is above $X or AOV is above $X. Ensure you add Facebook Ads as a destination during the audience setup or in the audience’s view.

With your audience synced to your Facebook account, you can navigate to the Meta Business Suite, create the ad, and select the audience synced from Ortto for a lookalike campaign.

Re-target customers who interacted with your content

If you have an audience of customers who downloaded an ebook or attended a webinar, you can sync that audience to Facebook. With Meta Business Suite, use the audience synced from Ortto to create a re-targeting campaign that speaks specifically to how your product or service solves a problem related to the webinar/ebook topic.

For example, let’s say your business is a social media listening tool and you recently ran a webinar about influencer marketing on TikTok. You could create an audience of all webinar registrants and serve them ads around the TikTok insights your listening tool can generate.

Troubleshooting Facebook

This troubleshooting guide is designed to help you with common questions or issues you may encounter when using Facebook as a data source.

For further assistance, please contact our Support team:

  1. In the left-hand navigation drawer of your Ortto account, click Support.

  2. On the How can we help? page:

    1. Under Quick links, click Chat with support.

    2. Type your message in the Talk messenger widget to start a conversation with our team.

Disconnect and delete the data source

You must disconnect and archive a data source before you can delete it.

Disconnecting a data source from Ortto will stop new data from the data source merging with the CDP.

Learn about disconnecting, archiving and deleting a data source under Managing data sources.

Data source already connected

Disconnect, archive, and delete the existing Facebook connection before attempting to connect again; the existing data source must be deleted.

Connect more than one Facebook account

Ortto can connect to only one Facebook account at a time. To connect to another Facebook account, you must first disconnect and delete the data source for the current Facebook account.

Facebook data source displays as 'syncing' after x minutes/hours

If you have audiences configured with Facebook as a data destination, you may see the data source as "Syncing" if you have a large amount of audience activity (people entering/leaving the audience).

Learn more about data source statuses under Managing data sources.

Ortto audiences are missing from Facebook account

Ensure you have enabled Facebook Ads under Destinations in the Audience you wish to sync to Facebook. Follow the steps outlined under How is the data synced from Ortto?.

Removing Ortto audiences from Facebook account

To stop syncing updates for a particular audience from Ortto to Facebook, deselect Facebook Ads as a destination for that audience.

Deselecting Facebook Ads as a destination for your audience after it has been synced from Ortto to Facebook will not remove the audience from your Facebook account. You need to edit/delete the audience in Facebook.