QuickBooks HelpQuickBooksHelpIntuit

Use Meta Custom Audience Actions

by Intuit Updated 2 months ago

Customer Journey actions perform marketing or organizational tasks in your journey map. Use Meta Custom Audience actions to add or remove Mailchimp contacts to or from a Meta Custom Audience in your Meta Business account. This allows you to maintain an engaged audience, then target contacts with Meta ads or other marketing.

In this article, you’ll learn how to use a Meta Custom Audience action.

Before you start

Here are some things to know before you begin this process.

  • To learn more about Customer Journeys, how they work, and what you can do with your plan, check out About Customer Journeys.
  • Meta Custom Audience actions are available to users with a Standard plan or higher. To change your plan type, visit the plans page in your account.
  • To use a Meta Custom Audience action in your journey map, you’ll need to connect the Meta Business Extension to your Mailchimp account. To learn more, check out Connect or Disconnect the Meta Business Extension. Note that the Meta Business Extension is different from the Facebook integration.
  • Our pre-built journey maps use default starting points, rules, and actions. To learn more, check out Use Pre-Built Journey Maps.

How it works

After you connect the Meta Business Extension, use a Customer Journey action to add Mailchimp contacts to your Meta Custom Audience or remove them from it. Add a Meta Custom Audience action to a new or existing journey, and we’ll automatically update your Meta Custom Audience. This helps save you time, and it keeps your contact data relevant for future marketing.

Add a Meta Custom Audience action

The Meta Custom Audience action limits the need to manually manage your Meta Custom Audience.

To add a Meta Custom Audience action to a journey map, follow these steps.

  1. Hover over the plus icon (+) on the step where you want the rule to occur, then click Add a journey point.

  2. In the Integrations section, click Meta Custom Audience.

  3. In the Meta Custom Audience pop-up modal, choose a Meta Custom Audience from the Custom Audience drop-down, then choose the action you want to take in the Action drop-down.

    If you haven’t connected the Meta Business Extension to your Mailchimp account, you’ll need to do so before you can add a Meta Custom Audience action to your journey map. In the Meta Custom Audience pop-up modal, click Set Up Integration, then follow the steps to connect.

  4. When you’re ready, click Save.

Well done! You’ll see the Meta Custom Audience action in your journey map. Repeat these steps to add additional actions to your Customer Journey.

Your Customer Journey must be active for the Meta Custom Audience action to work. After the first contact is added or removed from your Meta Custom Audience, a count will show on your journey action. The count is updated as contacts are added to or removed from your Meta Custom Audience.

Edit, copy, or delete a Meta Custom Audience action

You may need to make changes to your Meta Custom Audience action, or delete it entirely.

You may need to make changes to your Meta Custom Audience action, or delete it entirely.

  1. On the My Journeys page, choose the Customer Journey that you want to work with.
  2. Click the three vertical dots next to the Meta Custom Audience action you want to manage.
  3. Choose Edit, Copy, or Delete from the menu.
  • If you choose Edit, choose a new custom audience or action from the drop-downs, then click Save.
  • If you choose to Copy, click Paste here in the spot where you want to add the new action.
  • If you choose Delete, confirm the action in the Are you sure? pop-up modal, then click Delete Action. The action will be removed from your journey map.
Mailchimp

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this