You can use a Meta destination to export a new custom audience to a Meta destination using an owned Bunker. Please note that Meta require a minimum of 1000 users per custom audience.

Once a destination is created, you need only provide run time variables to push an activation file to a remote resource. Saved destinations are available to all users in your company and can be reused indefinitely.

Table of contents

Pre-requisites

Activation Keys

Create a Meta destination

Using Create, Add, Replace or Remove options

Exporting results to a Meta destination

           Meta export configuration fields

Pre-requisites

To create a Meta Destination and connect your Meta Business Manager account with the InfoSum platform you will need to obtain a System User Access Token to authorize InfoSum to send data to your Meta account.

You can find instructions on how to set up your account and create the token in this article.

Obtaining a System User Access Token in Meta

Activation Keys

• Email
• Mobile Advertiser ID (MAID)
• Phone number & Country code
• First name
• Last name
• City
• US State
• Zip / Postcode

Note:

1. You must specify one of the following within your Meta activation (all other columns are optional.):
   1. Email, or
   2. MAID, or
   3. Phone number and Country Code (no + symbol)
2. You must ensure that each field is formatted correctly as per Meta's requirements here.

Creating a Meta destination 

First, select the Destinations tab under Collaborate and then click New Destination. 

The form below appears when you select Meta as your destination type and the following fields need to be completed:

1. Destination Type: Select Meta.
2. Name: Identifies the destination
3. Description: A free-text explanation of the destination

Once completed, press Next.

Adding Meta connection details

Use destinations to create a connection between the InfoSum Platform and your Facebook Ad account.

The above form contains the following fields:

1. Action: Choose from Create, Add, Remove or Replace (See below)
2. Audience Name: Choose name for audience
3. Customer file source: Describes how the customer information in your custom audience was originally collected. 
   1. User Provided only (Advertisers collected information directly from customers).
   2. Partner provided only (Advertisers sourced information directly from partners (e.g., agencies or data providers)).
   3. Both User and partner provided(Advertisers collected information directly from customers and it was also sourced from partners (e.g., agencies)).
4. Facebook Ad Account ID: The ID of the Facebook ad account.
5. System User Access Token: The system user access token generated for the Facebook Ad account. Used to authenticate the Facebook Ad account. Please see How to obtain your System User Access Token for steps on how to retrieve this.

Optional Settings

1. Page ID: If you use PAGEUID key, provide the PAGE ID

Toggle fields that you wish to be editable at push time so that you can customise exports to Meta.

Click Save. The saved destination is stored in the Platform’s Destinations page and can be selected in the Activations tab when pushing an activation file to a remote resource. The destination can be reused and is available to all users in your company. 

Using Create, Add, Replace or Remove options

InfoSum destinations support both creating new custom audiences and updating existing custom audiences within Meta.

• Create: Create a brand new custom audience in Meta
• Add: Add new customer records to an existing audience in your Meta account.
• Replace: Replace the existing custom audience within your Meta account.
• Remove: Remove a customer record in an existing custom audience within your Meta account (For example due to consent changes by the customer)

You can leave this setting editable at export time if needed.

Exporting results to a Meta destination

You can activate results to a Destination using either Segment Builder or the Query Tool. 

1. Navigate to Activation Segments & start an export

Once you’ve created the activation segment, go to the Activation Segments tab under Activate, where you can find all of the historic segments that have been created by your team for that collaboration. Please ensure you are in the correct Collaboration view at the top for the Activation you're looking for. 

A ‘ready’ status shows that the query has been successful and is ready to be sent to a Destination. Activation segments are only ‘Ready’ for 36 hours, this is to ensure that you are always exporting the freshest data. You can easily refresh a segment by clicking ‘refresh’ in the details panel of each segment. 

When you select an Activation segment, an information panel appears on the side of the page allowing you to view the segment and export it to a Destination with the correct permissions for that Collaboration. 

You can click ‘Export’ to start a new export, or click ‘View’ / double-click on the activation segment name to view all exports associated with this segment.

2. Select your destination

After you click Export, a new pane will appear with a list of the destinations available for this segment. You will be able to see all the Destinations that your company owns or has permission to use for that Collaboration. Select your destination, and configure any custom fields. 

3. Configure the export

When you select the correct Destination, the pop up will show additional options, including column mapping if required and optional fields. 

Meta export configuration fields

4. Click Export to Destination to initiate the activation. 

Additional Information

1. Meta require a minimum of 1000 users per custom audience.
2. If opting to send a multi value key column, please ensure that you select to flatten the output when saving the activation segment (this must be done via IQL query tool).
3. You can find your InfoSum uploaded audiences within the Audiences tab of your chosen Business Manager account.