Add emails to Facebook Custom Audiences when new plan requests start in White Swan
Targeting is important in advertising, and using custom audiences can help you tailor your ads to make them more effective. Adding people to a custom audience manually, however, can be time consuming. With this template, you can automatically add new White Swan leads to Facebook Custom Audiences. From there, you can later run custom ads for this audience to cross-sell other products or services. By implementing this template, and pairing it with targeted advertising campaigns, you can boost overall business results over time.
Targeting is important in advertising, and using custom audiences can help you tailor your ads to make them more effective. Adding people to a custom audience manually, however, can be time consuming. With this template, you can automatically add new White Swan leads to Facebook Custom Audiences. From there, you can later run custom ads for this audience to cross-sell other products or services. By implementing this template, and pairing it with targeted advertising campaigns, you can boost overall business results over time.
- When this happens...New Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
- automatically do this!Add Email to Custom Audience
Adds an email address to an existing custom audience.
- Free forever for core features
- 14 day trial for premium features & apps
New Plan Change Request
Triggers when one of your referred clients submits a change request for a personal plan they've received.
Try ItNew Plan Request Finished
Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
Try ItNew Personal Plan
Triggers when one of your clients receive a personal plan.
Try ItNew Plan Request Started
Triggers when someone starts requesting a new personal plan through one of your accounts pages.
Try It
New Earnings Event
Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
Try ItApplication for Plan Finished
Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
Try ItNew Plan Offered
Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
Try ItNew Plan Delivered
Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
Try It