Meta (Facebook) Ads Integration with CustomerLabs

Integrate Facebook with CustomerLabs to sync your audience segments created in CustomerLabs with Facebook through events by creating a custom audience. This allows you to retarget high-intent audiences based on their behavioral data with personalized ads.

Pre-requisites

1. Access to Meta Business Manager
2. Full access to Meta Ad Account
3. Full access to Meta Pixel
4. Active CustomerLabs Account

Authentication

Recommended Authentication

To connect your Facebook Ad account via the recommended method, you must have Full access to your Meta Business Manager account.

Why is this recommended?

This method uses a system user to avoid data sharing discrepancies. It ensures that any changes or other manual updates to the Facebook account do not disrupt authentication or data flow.

Steps to Authenticate

1. Log in to your CustomerLabs account.

2. Navigate to Destinations in the left sidebar menu.

3. Go to all destinations tab and select Facebook.

   

4. Enter the last 4 digits of the pixel you are sending data to, then click Save and Enable.

5. Go to Configuration Settings.

   

6. Click on Authenticate Facebook account.

   

7. You will be redirected to choose the Business Manager account.

8. Select the Business Manager account.

   

9. Select the Pixel you want to connect.

   

10. Choose the Ad Account and Catalogue from the list.

    
    

11. Click Submit and then Got it.

    

12. Choose the Ad Account and Pixel to connect with CustomerLabs. Click “Save”.

    

13. You will be redirected back to Configuration Settings in the destinations.

14. Toggle ON the “Audience type URL parameters” to attribute conversions to your first-party audience in Advantage+ Sales Campaigns.

    

15. Turn ON the toggle for Send data via server-side if you wish to send data via the server (Advisable for better tracking).

    

16. If your business is operating in certain US states where “Limited Data Use” Policy applies, toggle ON the “Limited Data Use Configuration” toggle.

17. Custom Field Mappings (Optional): By default, CustomerLabs automatically maps all standard user_traits and event_properties to Meta’s corresponding Conversions API parameters (e.g., email → em, phone → ph, purchase → Purchase). However, if you are capturing any custom event properties or user traits that fall outside the standard CustomerLabs schema, you must manually map them here to their corresponding Meta parameter names.

    For example, if you are tracking a custom property order_ref that maps to Meta’s standard order_id parameter, you would add that mapping here so Meta can correctly parse and attribute the value.

    Tip

    • Visit CustomerLabs Schema Documentation to view the full list of standard parameters that are automatically mapped.
    • Visit Meta’s Conversions API Documentation to see all supported Meta parameters you can map to.
    
    

18. Restrict Health and Wellness Data: If your business falls under Meta’s Restricted Categories, toggle ON the “Restrict Health and Wellness Data” toggle.

    Tip

    To check whether your business falls under Meta’s Restricted Categories,

    • Login to Meta Events Manager → Choose your pixel → Go to Settings tab.
    • Scroll down to see the Core setup.
    • If you find the “Core setup” in Meta Events Manager ON, then your business falls under Meta’s Restricted Categories.

    
    

    To learn more about Meta’s Restricted Business List, Visit Meta’s transparency Center.

    

19. Click Save Changes to save the configuration.

Alternative Authentication (Not Recommended)

Danger

We do not recommend this method. However, if you do not have complete access to your Facebook Business Manager account, you can use this method to integrate your pixel and start sending data.

Please be aware, any changes to the Ad Account or Pixel in Facebook will require you to re-authenticate the connection.

1. In CustomerLabs, go to Destinations → Facebook → Configuration Settings.

   
   

2. Click on Not Recommended authentication.

   

3. Choose the Facebook Pages to which the business is associated.

   

4. Choose your Meta Ad account and Pixel from the drop-down.

   

5. Click Save Changes.

Updating Configuration or Authentication Details

If you need to change details (Ad account, Pixel, Business Manager, etc.) after authentication:

1. Click the Reauthenticate Facebook account button in Configuration Settings.

2. Update the necessary details.

   

If you previously connected via the Not Recommended Authentication, you can switch to the new recommended method by clicking near “Recommended Authentication”.

1. Click on “Recommended Authentication” in the Configuration settings.

2. Authenticate Facebook account as shown in Recommended Authentication section.

   

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Setup Event Workflow

After authentication, configure the event workflow to send events and sync audience segments.

1. Go to Destinations → Facebook → Setup event workflow in CustomerLabs.

   

2. Click “Enable all server-side callbacks” to send all events to Facebook. This improves Event Match Quality (EMQ).

   

3. Audience Syncing:

   • After creating an audience in CustomerLabs, turn ON the toggle for all added_to_segment events to sync audiences to Facebook.
   • If you need to track removals, turn ON removed_from_segment.
   • The added_to_segment event refreshes on Facebook based on the minimum refresh interval set for the audience segment in CustomerLabs.
   • You can choose to send all events (pageview, purchase, added_to_cart, etc.) or only segments (added_to_segment).

   Important

   Note: It may take approximately 24-48 hours for the added_to_segment event to populate on Facebook. If you are syncing audience, keep the added_to_segment toggle ON.

   

4. Click Save Changes.

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Limited Data Use (LDU)

Limited Data Use is a Facebook data processing option that restricts the use of user data for marketing purposes to comply with US state privacy regulations (California, Colorado, and Connecticut).

Based on user consent from these states, you must flag users with Limited Data Use (LDU). Facebook will then process data as a service provider/processor and restrict its use according to Facebook’s State-Specific Terms.

Learn more about Limited Data Use

Set up Limited Data Use

CustomerLabs supports the LDU flag for users in the mentioned states.

Prerequisites:

• You must collect user consent on your website regarding marketing data usage (e.g., via a CCPA compliance cookie plugin).

• Consent must be stored in a cookie with a specific name and boolean value.

  

Enable LDU in CustomerLabs

1. Log into CustomerLabs and go to Destinations → Facebook.

2. Navigate to Configuration Settings → Limited Data Use (LDU) Configuration.

3. Turn ON the toggle to enable Limited Data Use on Facebook.

   Tip

   This will flag users based on consent collected for certain US states. List of States under LDU.

4. Cookie Configuration:

   • Enter the Cookie name and Cookie value where user consent is stored.
   • Click Save Changes.
   

5. Consent Logic:

   • The cookie value should represent an opt-out (e.g., 1, true, y).
   • If the value matches, it means the user has opted out of marketing. CustomerLabs will flag this user with LDU and send it to Facebook.
   

Once set up, anytime a user provides “opt-out” consent, the LDU flag is sent to Facebook for that user. Facebook will identify the state and apply LDU restrictions.

Important

Note: Enabling Limited Data Use may impact campaign performance, effectiveness, retargeting, and measurement capabilities.