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Facebook Custom Audiences + White Swan

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.

  1. When this happens...
    White SwanWhite Swan
    New Plan Request Started

    Triggers when someone starts requesting a new personal plan through one of your accounts pages.

    TriggerInstant
  2. automatically do this!
    Facebook Custom AudiencesFacebook Custom Audiences
    Add Email to Custom Audience

    Adds an email address to an existing custom audience.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • White Swan triggers, actions, and search

    New Plan Change Request

    Triggers when one of your referred clients submits a change request for a personal plan they've received.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Request Finished

    Triggers when someone finishes requesting a new personal plan through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Personal Plan

    Triggers when one of your clients receive a personal plan.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Request Started

    Triggers when someone starts requesting a new personal plan through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Earnings Event

    Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    Application for Plan Finished

    Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Offered

    Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Delivered

    Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.

    Trigger
    Instant
    Try It
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About Facebook Custom Audiences

Facebook Custom Audiences makes signing up for business information easy for people and more valuable for businesses.
Learn moreHelp

Related categories

  • Ads & Conversion
  • Facebook
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About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

Related categories