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A step-by-step guide to seamlessly exporting segments to your Facebook Business account

Skip the tedious daily data uploads. Configure your one-time Facebook integration and start re-engaging your users on Facebook and Instagram with highly contextual campaigns instantly!

You can choose to integrate multiple Facebook Business Accounts with your WebEngage account. Simply follow these steps, and you'll be good to go in just 5 mins.

This is a great way to leverage the user data (user attributes) and behavioral data (events & event attributes) tracked for your app and website to create highly defined Audiences for Facebook & Instagram campaigns. Doing so also enables you to create highly targeted Lookalike Audiences that can amplify your visibility to users with matching interests, locations, and gender.

Before we dive into the steps, let's quickly walk you through the implications of export frequency.

Understanding Export Frequency

As discussed under Core Concepts of Segments, you can create 2 types of segments - Static Lists and Live Segments.

all segment created in WebEngage are rolling and dynamic in nature. This means that users are constantly added to / removed from a segment, as per the rules defined by you. This helps ensure that at any given point in time, a segment includes only those users whose actions (events) and attributes match the rules of segmentation specified by you.

Thus, with reference to the context discussed above, here's how each export frequency works for Live Segments:

One-time Export

The segment will be exported only once to the selected Ad Account. This means that if new users are added to the segment, or are removed from it in the future, then you may have to export the list again.

Recurring Export

The segment will be exported as a New Audience by default. This allows us to sync the Facebook Audience in real-time with the Segment. Hence, before each sync cycle, all the users are removed by Facebook from the particular audience and are re-populated with details of the new users that are currently a part of the segment.

How to Export

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Please Note

A segment must include a minimum of 20 users for it to be eligible for export to Facebook Business, as per their guidelines.

Step 1: Initiate Export

Once you create a segment in your dashboard, you can export it to multiple Facebook Business Accounts through the following sections:

Facebook

The easiest way to get started is to head over to the Facebook section of your dashboard and click the create icon placed on the top left, In doing so, you will be prompted to customize the export Frequency and select the Audience, as shown below.

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Skip to: Select Ad Account & Configure Export Frequency

List of Segments

As shown below, click on the overflow menu nested beside a Segment's name in the List of Segments to export it. In doing so, you will be prompted to customize the export Frequency and select the Audience.

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Skip to: Select Ad Account & Configure Export Frequency

A Segment's Overview

As shown below, click on the Facebook icon on the top panel of a Segment's Overview to export it. In doing so, you will be prompted to customize the export Frequency and select the Audience.

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Skip to: Select Ad Account & Configure Export Frequency

A Segment's List of Users

As shown below, click on the Facebook icon placed on the top right of the table to export the List of Users to your Facebook Ad Account. In doing so, you will be prompted to customize the export Frequency and select the Audience.

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Step 2: Select Ad Account ID

As indicated below, you can export a segment to only one Ad Account at a time. You can always repeat the process to export the segment to additional Facebook accounts integrated with your WebEngage.

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Step 3: Select Export Frequency

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As shown above:

  • Select One-time to export details of all the users who are included within the segment at present

  • Select Recurring to sync Facebook Audience with the segment in real-time

Step 4 (If Recurring Export is selected): Specify Frequency

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As shown above, you can select the frequency of a recurring export as Daily, Weekly or Monthly, depending on the rules of segmentation and your re-engagement strategy.

Step 4 (If One-time Export is selected): Specify Audience Type

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If you have chosen Recurring Export at Step 2, then the segment will be exported as a New Audience by default. In such cases, this option will be disabled.

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As shown above:

  • Select Create New Audience in Facebook to export the segment as a separate list in your Business Account
  • Select Add to Existing Audience in Facebook to export segment to an existing list
    • In doing so, you will be prompted to select from a list of Existing Audiences (in the selected Ad Account), in the following field

Step 5: Select/Name Audience

  • If you have chosen Create New Audience... at Step 4, then give it a unique name that helps you instantly identify it's purpose and user properties in your Facebook Ad Account.

  • If you have chosen Add to Existing Audience... at Step 4, the select the name of the Facebook Audience to which you'd like to add the user details.

Next, click Export to Facebook and start working on a solid Facebook-Instagram re-targeting strategy :) Here are a few ideas to get you started.

User Details Exported to Facebook

Facebook allows third-party integrations like WebEngage, to export to a limited pool of details to any Business Ad Account, in a specified format. For the same reason, the format of the user details listed below could be different from the User Attributes shown under a User Profile or other sections of your dashboard.

  • For all the user details listed below, if the corresponding information is unavailable, then the field will remain blank (value will be set to Null).

Here's a list of all the user details that are exported to your Facebook Audience:

User Details

What It Means

FIRST_NAME

User's first name

LAST_NAME

User's last name

GENDER

User's gender

EMAIL

User's registered email address

PHONE

User's registered phone number

MOBILE_AD_ID

This filed includes:

  • Advertising ID for Android users
  • Vendor ID for iOS users
  • Is blank for Web users

DOB_YEAR

The year of birth, as tracked against the system user attribute, birth_date

DOB_MONTH

The month of birth, as tracked against the system user attribute, birth_date

DOB_DATE

The date on which the user was born, as tracked against the system user attribute, birth_date

CITY

City, as per user's current location

STATE

State, as per user's current location

COUNTRY

Country, as per the user's current location

ZIP

Postal code/ ZIP code of the user's current location

EXTERNAL_ID

Indicates the LUID or unique ID assigned to a user in your WebEngage account

How Facebook Identifies User's Facebook Profiles

Once a segment is exported to your Ad Account, Facebook runs an internal algorithm, to

When User's Phone Number & Email Address is Encrypted

WebEngage supports encryption of Personally Identifiable Information like the user's phone number and email address. Thus, when encrypted details are passed on to Facebook (through segment export), the user's Facebook profile will be found based on their MOBILE_AD_ID.

Thus, if an Advertising ID / Vendor ID is not captured for a user, then they will not be added to your Facebook Audience.

Managing Export List

As shown below, you can track the progress and sync status of all exported segments through this section.

Depending on the number of users included within the segment, it may take up to a few minutes to complete the process.

As shown above:

  • You can choose to delete an integrated Ad Account or modify the integration's name anytime you like through the overflow menu placed on its right.
  • You can choose to Edit the rules of segmentation or Pause a recurring export anytime you like, using the Actions menu nested beside each exported segment.
  • Once the export is complete, you will be able to see the exact number of users that have been found on Facebook under the column, Audience Size in Facebook.
    • This number is updated daily at 12 pm UTC and 12 am UTC.
    • However, in cases where the audience strength is less than 1,000 users, you will simply see <1,000 against the segment.

We hope this has enabled you to successfully export segments to your Facebook Business Account. Please feel free to drop in a few lines at [email protected] in case you have any further queries or related feedback. We're always just an email away!

Updated about a month ago


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A step-by-step guide to seamlessly exporting segments to your Facebook Business account

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