You can write job results in Treasure Data directly to your Facebook Custom Audience.

When you upload or create a Custom Audience, Facebook requires that you accept Custom Audience Terms. You see a notification when you export an ad object targeting a customer file or export value-based Custom Audiences. You receive subsequent reminders about Facebook Custom Audience terms every 90 days. For more information, see Better Facebook Ads ROI with Data-Driven Custom Audiences.

For sample workflows on how to write job results to Facebook Custom Audience, view Treasure Boxes.


Prerequisites

Obtain or Generate an Access Token 

This section is optional if you use OAuth authentication.

  1. Before generating an access token,  create a user from Facebook Business Manager.
  2. Enter Facebook Business Manager.
  3. Navigate to Generate New Token.
  4. Follow the prompts.


The following permissions are needed with the token.
public_profile,email,ads_management,ads_read,pages_manage_ads,pages_manage_metadata,pages_read_engagement,pages_read_user_content,read_insights

Using an Alternate to Generating an Access Token

If you are not able to generate an access token to connect to Facebook, review Meta - Publisher Steps in Business Manager.

Supported Facebook Data Normalization and Hashing Requirement

Before sending data to Facebook, the data must be hashed with SHA256 with no salt (is random data that is used as an additional input to a one-way function that hashes data). This requirement applies to all data except External Identifiers, App User IDs, and Page Scoped User IDs.

If you choose to prepare your data (normalization and hashing) before sending it to the connector, you can set the option No need to normalize and hash records to True.

Treasure Data result output normalizes your values automatically according to Facebook’s normalizing rules.

All values, uploaded to Facebook for matching, must be normalized using the normalizing rules of Facebook. Otherwise, the values miss chances to match (if they are not normalized). If you need to normalize the data manually, apply your own normalization before attempting to generate output results.

According to the data type, the following conversion behavior is applied while creating the resulting output.

Parameter

Description

EXTERN_ID (External ID)

No action is needed.


PAGEUID

No action is needed.

MADID (Mobile advertiser ID)

Convert all characters to lowercase, keep hyphens.


EMAIL (Email addresses)

Trimming leading and trailing whitespace and convert all characters to lowercase.

PHONE (Phone numbers)

Removing any non-digit characters and leading zeros.

GEN (Gender)

Trimming leading and trailing whitespace and convert all characters to lowercase. If the result does not match with “m” or “f”, an empty string is used (because it’s an invalid value, it is futile to attempt a match).

DOBY (Birth Year)

Removing any non-digit characters and get the first 4 digits.

DOBM (Birth Month) and DOBD (Birthday)

Removing any non-digit characters and get the first 2 digits.

FN (First Name) and LN (Last Name)

Trimming leading and trailing whitespace and convert all characters to lowercase. Remove all punctuation. Supports special characters in UTF-8 encoding.

FI (First Initial)

Apply the same as First Name and get the first character.

CT (City)

Convert all characters to lowercase and remove any non-alphabetic (a-z) characters.

ST (States)

Convert all characters to lowercase and remove any non-alphanumeric (a-z and 0-9) characters.

If your value is US State, use a 2-character ANSI abbreviation code, the Treasure Data platform does not cut off input string (into 2 characters), because of the need to support states outside the US.

ZIP (Zip code)

Trimming leading and trailing whitespace and convert all characters to lowercase, remove any non-alphanumeric or whitespace from the result.

If your value is US zip code, use exactly 5 digits, the Treasure Data platform does not cut off input string (into 5 characters), because of the need to support UK zip code format.

LOOKALIKE_VALUE

Long or double value; a null or empty value will be sent as 0. The column is supported by value-based Custom Audience only.


Use the TD Console to Create Your Connection

Create a New Connection

In Treasure Data, you must create and configure the data connection prior to running your query. As part of the data connection, you provide authentication to access the integration.

Open TD Console.
Navigate to Integrations Hub Catalog.
Search for and select Custom Audiences.

Select Create Authentication.

Accept the connection or:

Select Authentication method:

    1. Access Token: enter Access Token and App Secret.
    2. Oauth: select an existing OAuth connection for Facebook Custom Audiences, or select the Click here link under OAuth connection to create a new connection.
Optionally, follow the prompts to log into a different Facebook account.

Optionally, log into your Facebook account and grant access to Treasure Data.

You will be redirected back to the Catalog. Repeat the first step (Create a new connection) and choose your new OAuth connection.
Select Continue.
Name the connection.
Select Done.


Define your Query

The column name is case-insensitive, ie. you can use email or EMAIL.

Supported Column Naming

Column names are case-insensitive. For example, you can use email or EMAIL.

Output results need to follow the Facebook User schema. Supported column names are:

If no supporting columns are found from the query result, you receive an error.



Integration Parameters for Facebook Custom Audiences



ParameterDescription

Ad Account ID (required)

This is your Ad Account ID without act_ prefix.

Action

You choose to Add, Replace or Remove users from Custom Audience. Note: Facebook does not allow removing users from a low Audience size (less than 1000 users), or removing users will result in a low Audience size, and you will receive an error You cannot remove users from this audience because it will result in a low audience size.

Custom Audience Name

Name of Custom Audience to create/update, if none exists, one will be created.  The exported result is added (appended) to the target audience.

Important note: If you have many Custom Audiences with the same name as this input, the latest Custom Audience Name will be used. We recommend that you give your Custom Audience a unique name.

  • Add: Required. Creates a new Custom Audience with a given name, if the Custom Audience with the given name does not exist. 
  • Replace: Replace the records in the Custom Audience with the given name with the new uploaded records. One job replacing a custom audience can be in process at any time. After the job finishes on the TD side, it takes some additional time on the Instagram side. During that time other users can't replace that custom audience. 
  • Remove: Leave this field blank will remove users from all Custom Audiences, otherwise will remove users from this name.

Custom Audience Description 

Optional description of Custom Audience.

No need to normalize and hash records (default false)


Indicates whether the data has already been normalized and hashed. If not, TD automatically normalizes and hashes the records.

Is Value Based?

Create or update a Value-Based Custom Audience. This field is required when your data has LookAlike_Value column

Page ID

Your Facebook page used to collect Page scope user id. This field is required when you add or remove users by specifying pageuid column.

Source of customer data

Specify the source of the user information collected into this file. This field is required when Action is Add users and the Custom Audience Name does not exist.

Initial intervals in milliseconds between retries (optional, default 60000)

Interval to retry if a recoverable error occurs (in millisecond).

Retry limit (optional, default 5)

The number of retries before attempts end.

Example Query

You can use an alias in your query to rename columns of your query result. For example:

SELECT an_email_column AS EMAIL,
another_phone_column AS PHONE
FROM your_table;

Here is an example Audiences list before the output of a query result:


From Treasure Data, run the following query with Output results into a connection of Facebook Custom Audience:

SELECT email, fn, ln FROM (
  VALUES ('demo1@example.com', 'John', 'Doe'),
         ('demo2@example.com', 'Isaac', 'Miceli'),
         ('demo3@example.com', 'Christopher', 'Agar')
)  tbl (email, fn, ln)

or for Page scope user ID

SELECT 
  pageuid
FROM (
  VALUES('2018728488162687') ,
        ('1785406501565085') ,
        ('2341287802551031') ,
        ('2487019361340533') ,
        ('1093039407464499')
  ) tbl (pageuid)

The query will not match any real users, it’s for demo purposes only. Also, the query requires no source table (for the ease of testing out this feature), but you still must choose a database, so pick “sample_datasets” or any other arbitrary table. Uploading Page scope user ID requires Page ID, for example, Page ID: 136400506505739

The query should complete in a few seconds. After that, check your Audience List:


Optionally Schedule the Query Export Jobs

You can use Scheduled Jobs with Result Export to periodically write the output result to a target destination that you specify.


Optionally Configure Export Results in Workflow

Within Treasure Workflow, you can specify the use of this data connector to export data.

Learn more at Using Workflows to Export Data with the TD Toolbelt.

Edit Ad Placement

After you output your user list into an Instagram Custom Audience,

  1. Open Facebook/Instagram Ads Manager to edit the ad placement. By default, Facebook will choose to display within Instagram Ads.
  2. Automatic Placements (default):
  3. Edit Placement:



Troubleshooting an Add Ad Account to Business Manager Error Message

If you see the following error:

This ad account is not connected to Business Manager. To create or edit a customer file Custom Audience, your admin needs to connect this ad account to a business account.

You must add your Ad Account to a Business Manager account.

Follow these steps:

  1. Create Business Manager account: https://www.facebook.com/business/help/1710077379203657

  2. Add Ad Account: https://www.facebook.com/business/help/910137316041095


Select one of the following:

Parameter

Description

Add an Ad Account

Adding an ad account moves the account permanently into Business Manager. You must be both the owner of the ad account and an admin in Business Manager to add the ad account. When you add an ad account and it's moved into your Business Manager, you cannot reverse the action. Also, note that all management of your ad account must be completed within your Business Manager profile. You can't add an ad account that's owned by another Business Manager. If you still want to work on an ad account that is owned by a different business, you can request access to it.

Request Access to an Ad Account

If you request access to an ad account in Business Manager, the admin of that Business Manager can grant you permission to work on it.

Create a new Ad account

If you create a new ad account in Business Manager, it'll permanently belong to that Business Manager. When the ad account is created within the Business Manager, the ad account can't be transferred to an individual owner who doesn't own a Business Manager role.