By deploying this playbook you will be able to send your CRM data to Facebook & Google Ads to re-engage missed or cold opportunities with relevant messages.
The 8 steps involved in this process are as follows,
This is another classic CRM + CDP use case. As always this playbook involves the integration of your website with your CRM system.
With the Website + CRM + CDP integration complete, you will now be able to get a single user profile compiled across all these platforms by advanced Identity Resolution.
Create a segment with customers that fall under the ‘cold leads’ category inside the CDP
Add & activate Facebook as the first Destination in the CDP. This setup involves pasting the Facebook Pixel ID and authenticating your ad account. Post integration, create a custom audience list in Facebook. In this case, you create a custom audience list named “No-Response leads” in Facebook
Now, seamlessly sync the segment information (“No-Response”) from inside the CDP to the created custom audience list (“No-Response Leads”) in Facebook. The lead information will be updated in near real-time between the two systems.
Use the created custom audience list to create personalized ad copies as shown below for this scenario.
You can also repeat the same process using Google Ads as well. Activate Google Ads as the second Destination in the CDP. On clicking “Authenticate Adwords” you will be redirected to your Google Login.
Select your Google Account and click “Allow”
Post authentication, create a custom audience list in Google Ads
Sync the created “No-Response” segment in CDP to Google Ads with the click of a button