Setup

Understand how to integrate Facebook Audiences with CleverTap to be able to run marketing campaigns


Overview

Connect and manage Facebook Ads accounts within CleverTap for remarketing. Once integrated, you can sync segments, configure default accounts, and take administrative actions such as reconnecting or removing accounts.

Prerequisites

Before connecting a Facebook Ads account, check that the following requirements are met:

  • Facebook Business Manager Account
    Recommended for centralized management of assets such as WhatsApp Business Manager, Ads Manager, and Product Catalogs.

  • Active Ads Account
    The Facebook Ads account must be active and connected to the Business Manager Account.

  • Admin Access
    The connecting user must have administrative permission to access the ad account.

  • Custom Audiences Terms Acceptance
    The administrator must have accepted Facebook’s Custom Audiences Terms of Service . If the default link does not load, append your Facebook Ad Account ID to the end of the URL as shown below:

<https://business.facebook.com/ads/manage/customaudiences/tos/?act=>\<your_ad_account_id>

View and Manage Connected Ad Accounts

This section displays all Facebook Ads accounts that have been linked to your CleverTap project. You can view key account details, check connection status, and perform actions such as setting a default account or removing an existing one.

To access this section, go to Settings > Channels > Remarketing > Facebook.

  • Account Name: The display name of the connected Facebook Ads account.
  • Status: Indicates whether the account is currently Connected or Disconnected.
  • Added on: The date the account was linked to CleverTap.
  • Added by: The email ID of the user who connected the account.

Available actions include:

  • Set as Default: Designate the account for campaign delivery by default.
  • Delete: Remove the account from CleverTap.

Connecting a Facebook Ads Account

To run Facebook remarketing campaigns directly from CleverTap, you must first grant CleverTap access to your Facebook Ads account. This enables seamless audience sync and campaign delivery from within the dashboard.

To link a new account:

  1. Go to Settings > Channels > Remarketing > Facebook.

  2. Click Connect Ad Account.

    Connect Ad Account

    Connect Ad Account

  3. Review the prerequisites and select Continue to Authorize.

  4. Log in to Facebook and grant CleverTap access to your Ads accounts.

    Connect CleverTap Ad Account on Facebook

    Connect CleverTap Ad Account on Facebook

  5. After authorization, return to the CleverTap dashboard. The connected account will appear on the listing page.

    Connected Ad Account on CleverTap

    Connected Ad Account on CleverTap

Map Properties

After you connect your Facebook account, configure the mapping between Facebook’s export attributes and your CleverTap user properties. Mapping ensures that the correct profile data is exported to Facebook when creating a remarketing audience. If an attribute is not mapped to a CleverTap user property, its column will be blank in the exported audience file, and the option will appear disabled in the campaign setup flow.

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Note

If the CleverTap user properties are not mapped in Settings > Channels > Remarketing > Facebook Audiences > Map Properties, these options will appear disabled and their columns will be blank in the exported audience file.

Assign User Properties

This section assigns CleverTap user properties to TikTok’s export attributes so that the correct data is included when creating audiences.

  1. Click Map Properties.
  2. For each export attribute, open the drop-down in the Mapped User Property column and select the CleverTap user property that contains the relevant data. You can choose from system properties or any custom properties already available in your CleverTap account.
  3. Click Save.

Mapped properties will be available for selection during campaign creation. Unmapped properties will appear disabled in the campaign setup flow.

Supported Attributes for Facebook

The following table lists all export attributes supported by Facebook and their descriptions. Use it as a reference when selecting which CleverTap user properties to map.

Export AttributeDescription
EmailUser’s email address
PhoneUser’s phone number
First NameUser’s first name
Last NameUser’s last name
First Name InitialFirst letter of the user’s first name
GenderUser’s gender
Date of Birth (DOB)User’s full date of birth
Birth YearUser’s birth year
Birth MonthUser’s birth month
BirthdayUser’s birth day
CityUser’s city name
StateUser’s state name
CountryUser’s country (ISO 3166-1 alpha-2 code)
ZIPUser’s postal or ZIP code
Google Advertising IDUnique, resettable identifier assigned to a device for advertising purposes
Identifier for AdvertisersUnique identifier assigned to a device for advertising purposes
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Note

For the complete list of supported attributes and descriptions, see Map Properties in Facebook Setup.

Reconnecting an Account

Authentication tokens expire periodically for security reasons. When this happens, the account’s Status will display as Disconnected.

To restore the connection, click and repeat the authorization flow to re-establish access. This ensures continued security while maintaining seamless integration.

Reconnecting Ad Account

Reconnecting Ad Account

Deleting an Account

To remove a linked Facebook Ads account:

  1. Navigate to Settings > Channels > Remarketing > Facebook.

  2. Click the Trash icon next to the account.

  3. Confirm by clicking Delete in the dialog box.

    Delete Ad Account

    Delete Ad Account

Setting a Default Account

Only one Facebook Ad account can be set as the default for campaign delivery. To set the ad account:

  1. On the listing page, locate the desired account.
  2. Click Set as Default.

This account will be used automatically during campaign creation unless a different one is manually selected.

Set as Default

Set as Default