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Version: 8.3Marketing

Send contacts to Meta and Google Ads audiences

note

This functionality is available for Creatio 8.3.3 and later.

You can send Creatio contacts directly to Meta audiences and Google Ads segments from the Ad audiences section of the Digital Ads app. Use this to keep your ad-platform audiences aligned with the current state of your CRM data without exporting CSV files between systems. Send only contacts who have explicitly agreed to advertising and ad personalization on the target ad platform.

General procedure​

  1. Prepare for sending. Read more >>>
  2. Create an ad audience. Read more >>>
  3. Add contacts to the audience. Read more >>>
  4. Send the contacts to the ad platform. Read more >>>
  5. Monitor the sending results and resolve any contact-level errors. Read more >>>

Prepare for sending​

Create an ad audience​

  1. Open the Ad audiences section of the Digital Ads app.
  2. Click New. This opens the Create ad audience mini page.
  3. Fill out the audience details:

Field

Description

Name

Enter a descriptive name for the audience.

Type

Select the sending mode: "One-time" for a single push, "Recurring" for hourly automatic updates.

Platform

Select the target ad platform.

Ad platform account

Select the connected account.

  1. Select the I confirm that: checkbox to confirm that you hold valid consent for advertising and ad personalization purposes from every contact you push to Meta or Google Ads.
  2. Click Create.

As a result, Creatio creates a draft audience and opens its form page. The audience is empty at this point and has no contacts assigned.

Add contacts to the audience​

  1. Open the audience form page.
  2. Open the Add contacts tab.
  3. Click Select contacts. This opens the contact selection window.
  4. Select the contacts to send to the ad platform → Select.

You can select both static and dynamic contact folders. Dynamic folders update automatically based on filter conditions, which makes them useful for Recurring audiences since the audience stays aligned with your CRM data without manual updates.

As a result, the audience includes the selected contacts and is ready to send. The contacts are not pushed to the ad platform until you start sending.

Creatio matches contacts to the ad platform by email. Contacts whose Email field is empty are skipped — phone numbers and other identifiers are not used.

To prevent specific contacts from being pushed even when they are included in the audience, click Exclude contacts in the same tab and select the contacts to skip. Excluded contacts remain in the audience record but are not pushed to the platform.

Send contacts to the ad platform​

An audience supports two sending modes, defined by its Type field:

  • "One-time". Creatio sends the current contact list to the platform once when you start sending. Use this mode for ad-hoc campaigns and lists that do not change frequently.
  • "Recurring". Creatio runs the "Synchronize recurring ad audience targets" business process every hour, picks up contacts whose membership in the audience has changed, and updates the audience on the platform. To change the cadence, edit the start timer of the business process. Use this mode for dynamic segments such as "Customers who placed an order in the last 30 days."

To start sending:

  1. Open the audience form page.
  2. Click Start. This opens the Confirm sending now window that summarizes the contacts about to be pushed.
  3. Click Send now.

As a result, Creatio will validate the audience, upload the contact list to the connected platform, and update the Status, Platform status, and Match rate fields when the platform responds. For "One-time" audiences, the upload runs once. For "Recurring" audiences, the Start action enables hourly sending, and Creatio continues to push changes until you stop it.

Monitor the sending results​

To track progress, open the audience form page. The Results tab summarizes the upload. After sending completes, the ad platform returns the results to Creatio. Each platform applies its own matching logic to the contacts you send. They do not share how they process the data or why specific contacts were not matched. The fields below reflect what the platform reports back.

Field

Details

Status

The audience lifecycle stage in Creatio.

Platform status

The state reported by the ad platform for the audience.

Match rate

The share of contacts that the ad platform was able to match against its user base, returned by the platform after it processes the upload. A low value usually indicates that the contact emails are not the addresses people use to sign in to Meta or Google.

Started on

Date and time when the current sending began.

Min contacts limit reached

Indicates that the audience has fewer contacts than the minimum count the ad platform accepts.

Max contacts limit reached

Indicates that the audience exceeds the maximum count the ad platform accepts.

The Target list tab displays each contact sent to the platform along with its current sync status, so you can identify contacts that failed to upload and resolve the issue.

Stop sending​

To stop a recurring audience or cancel a one-time upload that is still in progress, open the audience form page and click Stop. Creatio will halt the hourly business process for recurring audiences and prevent further uploads until you start the audience again.

Stopping an audience in Creatio does not remove the audience or its members from the ad platform. The audience remains on the platform with all contacts that were sent before the stop.

Ad platform limitations​

Each ad platform enforces its own requirements for custom audiences.

Meta Ads

  • A minimum of 1,000 matched contacts is required before the audience can be used in a campaign.
  • The audience size on the platform may take up to 24 hours to update after sending.
  • Each Meta Ads account supports a maximum of 500 custom audiences.

Google Ads

  • A minimum of 100 matched users is required for targeting across Search, Display, and YouTube.
  • Customer Match list memberships expire after 540 days if not refreshed.
  • Customer Match is available only for accounts with a good compliance and payment history.

See also​

Overview of Digital Ads app

Integrate Facebook Ads with Creatio

Integrate Google Ads with Creatio

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