Loading data into Facebook Audiences

This guide explains how to load data into Facebook Audiences for further analysis.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

• Create a datastream whose data you want to load into Facebook Audiences. For more information on creating a datastream, see Creating a datastream.

• Ensure the Facebook Ads account used to authorize the Facebook Audiences destination is one of the following user types:

  • A business manager admin.

  • The system admin user who created the audience list.

  • An admin on the account connected to the audience list.

Procedure

To load data from a datastream into Facebook Audiences, follow these steps:

1. Add Facebook Audiences as a destination to the workspace which contains the datastream or to one of its parent workspaces.

2. Assign the Facebook Audiences destination to the datastream.

   You can assign as many destinations to a datastream as you want.

   Some destinations require specific Data Mapping, such as Hubspot and Facebook Offline Conversions. If these Data Mapping requirements conflict, the destinations cannot be assigned to the same datastream.

3. Configure the Data Mapping of your datastream to conform with Facebook Audiences destination standards.

4. Configure load settings.

5. Enable data loading into the destination from the datastream.

Adding Facebook Audiences as a destination

To add Facebook Audiences as a destination to a workspace, follow these steps:

1. Go to the Destinations page.

2. Click + Create destination.

3. Search for and click Facebook Audiences.

4. Choose how to authorize Adverity to access Facebook Audiences:

   • To use your details, click Access Facebook Audiences using your credentials.

   • To ask someone else to use their details, click Access Facebook Audiences using someone else's credentials.

     If you choose this option, the person you ask to create the authorization will need to go through the following steps.

5. Click Next.

6. In the Configuration page, fill in the following fields:

   Name

   (Optional) Rename the destination.

   Ad Account

   Select the Facebook Ads account associated with the audience.

7. Click Create.

Assigning Facebook Audiences as a destination

To assign the Facebook Audiences destination to a datastream, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the Load section, click + Add destination.

4. Select the Facebook Audiences checkbox in the list.

5. Click Save.

6. For the automatically enabled destinations, in the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the new destination. The following data extracts will be loaded:

   • All data extracts with the status collected if no other destinations are enabled for the datastream

   • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

   Alternatively, click Skip to continue configuring the destination settings or re-load the data extracts manually. For more information, see Re-loading a data extract.

7. In the Load section, find the Facebook Audiences destination in the list, and click Actions on the right.

8. Click Destination settings.

9. In List Mode, select one of the following:

   • Select Update Existing to add data from the data extract to an existing table. To use this mode you need to create a custom audience in the Facebook Ads Manager first.

   • Select Create New List to create a new table for each data extract.

10. For the Update Existing mode, in Custom Audience drop-down list, select which audience to update.

11. For the Create New List mode, in Custom Audience Name Template, enter the name for the new audience. Supported placeholders are {datastream_type}, {datastream_name}, {datastream_id}, {scheduled_year}, {scheduled_month}, {scheduled_day} and {filename}.

Configuring Data Mapping for Facebook Audiences

All data that you load into Facebook Audiences must comply with the Facebook Audiences standards.

To configure Data Mapping for the Facebook Audiences destination, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the top navigation panel, click Data Mapping.

4. In the Source Fields column, find the fields in the data extract that you want to load into destination.

   In the row for the source field you want to load into Facebook Audiences, in the Target fields column, type in the target field that you want to use and select it from the drop-down list. If the field you enter does not appear in the drop-down list, click + Create new to create a new target field with the name you have entered.

   For more information on configuring Data Mapping, see Configuring advanced Data Mapping.

   Facebook Audiences recognizes only the following target fields:

   • EMAIL

   • PHONE

   • GEN

   • DOBY

   • DOBM

   • DOBD

   • LN

   • FN

   • FI

   • ST

   • CT

   • ZIP

   • COUNTRY

   • MADID

   For more information about accepted target fields, see the Facebook Audiences documentation.

5. (Optional) Define if you want to add or remove contacts from an audience.

   By default, all contacts from the data extract you send to Facebook Audiences are added to the audience. If you want to define how to process each contact, add and map the action field for the data extract.

   The action field allows you to update the audience by setting an action to perform on a contact. When mapped, the field can contain the following values:

   • ADD - add the contact to the audience.

   • REMOVE - remove the contact from the audience.

   • If the field is left empty, the contact will be added to the audience.

   If the action field is not mapped, all contacts in the data extract are added to the audience.

   To map the action field, follow these steps:

   1. In the Source Fields column, find the action field.

   2. In the Target fields column, in the action field row, enter action and select the target field from the drop-down list. If the field does not appear in the drop-down list, click + Create new to create the target field with the type string.

   

   Example of a mapped action field..

Configuring settings for loading data into Facebook Audiences

To configure the settings for loading data into Facebook Audiences, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the Load section, find the Facebook Audiences destination in the list, and click Actions on the right.

4. Click Destination settings.

5. Fill in the following fields:

   List Mode

   Select one of the following:

   • Select Update Existing to add data from the data extract to an existing table.

   • Select Create New List to create a new table for each data extract.

   Custom Audience Name Template

   This field is available when you select Create New List in List Mode. Specify the target table in the destination into which to load data from the datastream. The name can contain alphanumeric characters and underscores. For example, target_table.

   By default, Adverity saves data from each datastream in a different table named [{datastream_name}] Custom Audience (for example, [mailgun_83] Custom Audience).

   • To create a new Facebook Audiences spreadsheet containing the data you load into Facebook Audiences, enter a name for the new spreadsheet into this field.

   You can use the following placeholders when creating new table names in the destination:

   Placeholder	Description
   {datastream_id}	The datastream ID.
   {datastream_name}	The datastream name.
   {datastream_type}	The data source.
   {filename}	The automatically generated filename of the data extract.
   {scheduled_day}	The day when the data fetch was scheduled to run.
   {scheduled_month}	The month when the data fetch was scheduled to run.
   {scheduled_year}	The year when the data fetch was scheduled to run.

   Custom Audience

   This field is available when you select Update Existing in List Mode. Select the table in the destination into which you want to load data. You need to set up a custom audience in the Facebook Ads Manager first.

6. Click Save.

Enabling data loading into Facebook Audiences destination

To enable data loading into the Facebook Audiences destination from the datastream, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the list in the Load section, find the Facebook Audiences destination, and enable the toggle.

4. In the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the newly enabled destination. The following data extracts will be loaded:

   • All data extracts with the status collected if no other destinations are enabled for the datastream

   • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

   Alternatively, click Skip to only load data extracts collected in the future or re-load the data extracts manually. For more information, see Re-loading a data extract.