Meta Ads works best when you clearly define who your ads should reach. With RetentionX, you can create audiences based on real customer behavior and value, and sync them directly to Meta for targeting, exclusions, or lookalike audiences.
RetentionX also supports the Meta Conversion API. While audiences define groups of people, the Conversion API sends events (such as high-value purchases) to Meta to improve measurement and optimization. Used together, they help ensure the right people are targeted while Meta receives reliable conversion signals.
How to Sync Your Segments
To create custom audiences, RetentionX pushes all customers belonging to a segment to Meta - of course, in an encrypted form. Meta can then identify these customers by their email address and/or phone number.
Before getting started, make sure your Meta Ads account is connected to RetentionX. To create an audience from a segment:
Navigate to Customer Segments.
Hover over Create Audience for the segment you want to use.
Select Meta Ads.
As you might have access to multiple ad accounts, choose the account where the audience should be created. The same segment can be used across multiple ad accounts.
Confirm by clicking Create Audience.
Where to Find Your Audiences in Meta Ads
RetentionX creates and updates your audiences overnight. Once an audience has been created, you can find it directly in your Meta Ads account the next morning.
Open Meta Ads Manager, navigate to Audiences, and look for an audience of type Custom Audience. The audience name will match the segment name used in RetentionX and will include the prefix [RX][Brand Name].
From here, you can:
Target the audience directly in ad sets
Exclude the audience from campaigns
Use it as a source to create lookalike audiences
Audience Updates
A common challenge in Meta Ads is keeping audiences accurate over time. RetentionX handles this automatically.
As long as a segment is created as a dynamic segment, it is recalculated daily. Customers are added to or removed from the segment as soon as they meet—or no longer meet—the defined conditions. These changes are automatically reflected in the connected Meta audience.
This gives you precise control over who is being targeted and, as a result, better control over your marketing budget—without any manual updates.
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