You can use a Meta destination to:

• Export a new custom audience to a Meta destination using an owned activation dataset. 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

Create a Meta destination

Using Create, Add, Replace or Remove options

Exporting results to a Meta destination

           Meta export configuration fields

How to obtain your System User Access Token (In Facebook Business Manager)

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)

Actions are set within the destination, so a new destination will need to be created for each action you want to apply per audience.

Exporting results to a Meta destination

After creating an activation, you can export activation query results to a preconfigured destination. This allows you to export data to a location without re-entering your destination configuration and security credentials. 

You can activate results to a file using either Segment Builder or the Query Tool. Go to the Activation tab under Activate, where you will see some information about the campaign and its status. The total rows give you an insight into the size of the file before pushing it to the destination.

At the bottom of the page, you will see a box providing more details on the campaign, such as the query used and the name of the output column. There are three menu tabs within this box - Details, Export Configuration and Export History. 

Once you've exported the results, the details and status will be viewable under the Export History tab. 

Switch to Export Configuration and select Destination. Contact your Customer Support Representative contact if the Destination option does not appear.

Select your newly created Meta destination from the list or click Create New to create a new destination.

Depending on the selected destination type, you may need to enter run-time details in the export configuration fields, as described in the tables below.

Meta export configuration fields

When you have completed the required fields, click Export to Destination. Selecting this button begins the file stream.

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.

How to obtain your System User Access Token

Obtaining your system user access token:

1. Navigate to Business Settings in the bottom left hand corner within your Facebook Business Manager
2. Create an app - Under Accounts on the left hand panel of your Business Manager -> click Apps and then create an App with a type "Business”. You will need to give it a name and then to connect it with your Meta Business Account
   • Once created, on the left hand side menu, expand “Settings”, click on “Basic” and then input the link to your privacy policy webpage in the “Privacy Policy URL” field and then click on the “Save changes” button
   • Finally, switch your app to "Live". Go to developers.facebook.com, link the app from your business manager account to Meta for Developers and set it to 'Live' by clicking the toggle at the top of the page.
3. Create a System User - Under System Users on the left hand panel of your Business Manager - either select a relevant user profile that is already created or create a new one by clicking “Add” and giving it a name and a role..
   • Once created or selected, click "Add assets":
     • Under "Ad accounts" select your chosen ad account and ensure the "Manage ad accounts" permission toggle is activated
     • Under "Apps" select the app you created in step 1 and ensure the "Test app" toggle is activated
     • Click save changes
4. Generate your System User Access token - on the System Users screen, click "Generate new token", on the next screen, scroll down and check the "ads_management" permission, scroll to the bottom and click "Generate token". The token will then be displayed to you - make a note of this along with your Facebook Ad Account ID as these will be required when creating the destination in the InfoSum platform.