The 4-Step Approach to Effective Facebook Ad Targeting

Facebook Ad Targeting 4 Steps

[AUDIO VERSION: I also recorded an audio version of this blog post. Click below to listen. Let me know if this is something you find helpful!]

You can create ads with amazing imagery and compelling copy, but many advertisers are missing a very important component: Targeting.

Create the best possible ad, and it won’t matter if you’re reaching the wrong people. The truth is that most advertisers are simply in the dark when it comes to targeting, focusing on the same broad group of people no matter the objective.

This post is meant to help demystify when each level of targeting should be used based on your objective. I recommend that you actively run all four types of campaigns instead of focusing only on the sale.

1. Objective: Website Traffic or Engagement

This is the lightest type of action. As a result, brand recognition and trust aren’t major hurdles for campaigns with these objectives.

Promoting posts with light actions is important, but I strongly recommend that you focus on driving website traffic rather than general post engagement (like with an image). When you drive website traffic, you are actively building a Website Custom Audience (or should be) for later targeting.

I promote every new blog post that I publish. Here’s an example…

Promote Facebook Post

You can bet that once I publish this very post you’re reading, I’ll promote it, too!

When I promote these posts, I primarily target two different groups:

  • Fans
  • Website Visitors Last 30 Days

I can do this because I have more than 200,000 visitors to my site every month and approximately 80,000 fans. So these groups are very effective for all actions.

But what if I didn’t have these audiences to work with? What about brands that are just getting off the ground and lack a built-in audience?

In those cases, I still recommend you target the above groups. But you should assign a very small budget for them since you’ll exhaust them quickly.

Dedicate more budget to the following:

I personally prioritize audiences not connected to my brand in that order, but do what works. Your goal should be to drive these people to your website so that you can target them — potentially with something heavier — later.

Think of it like this… When you target a broad group of people to drive website traffic, you can bet that approximately 99% (give or take) will ignore your ad. That top 1% that clicks your link separated themselves as people who have interest in you. You’ll want to focus on them later.

Promoting posts is a great way to set the foundation. You are simply sharing helpful, educational or entertaining content with no strings attached — no sale and no opt-in required. This is how you build trust and a reputation for someone who can be respected in a certain topic.

2. Objective: Page Like

What type of Facebook user is most likely to like your page? It’s typically going to be someone who already knows who you are — typically someone who has bought from you or visited your website.

It’s important to have campaigns running for the sole purpose of driving traffic so that any of the following objectives can be promoted with success. I’d even say that’s true of increasing page likes.

I’d start with these two main audiences for the purpose of increasing page likes:

  • All Website Visitors 30 Days
  • Email Custom Audience

Now, it’s up to you whether you need to target both. Personally, I think that if someone has visited my website lately that they’re more valuable than someone who is on my email list but hasn’t seen my stuff lately. And some of those email addresses may be old and stale. Either way, up to you!

Sure, you could target Lookalike Audiences, interests, behaviors and demographics to build your page likes. On the surface it may even seem effective if based solely on a cost per page like basis.

However, keep in mind that many of these fans didn’t know who you were before they liked your page. You gave a compelling reason to like your page, but are they likely to be loyal readers or fans who will provide heavy engagement?

I know that building a fan base can be a challenge early (and YES, page likes still matter). I understand wanting to skip straight to Lookalike Audiences and interests. But I’d strongly advise that you prioritize website visitors.

Quality of your audience is more important than ever — and the argument for quality over quantity has never been stronger. If you don’t want to be one of those brands complaining about reach or a lack of engagement, you can’t afford taking short-cuts here.

If you aren’t getting enough website traffic to target many people for the purpose of building a fan base, then you should dedicate more budget early to drive traffic. You’ll be happy you did later!

I won’t say to completely avoid Lookalike Audiences and interests for the purpose of building a fan base. But you should limit how much of your audience is built this way and be prepared to move more — or all — of your budget to targeting website visitors eventually.

3. Objective: Opt-in or Install

You can probably see where this is going, but we’re moving further down the funnel now.

Driving website traffic or engagement is a light action. It requires very little brand recognition or trust to click a link. Your goal is to build more trust by providing valuable content for them to read. In this case, you can target broadly.

While a page like may not be a “heavy” action, you also have to be careful that you are building a quality audience. In that case, you should focus fan base building primarily around targeting those who already know and trust you through visiting your website.

That takes us to the opt-in or install. I can tell you that I am very protective of both my email address and my phone. I won’t give my email address to just anyone. And I’m going to use a limited number of apps on my phone.

While some may have success targeting broadly for these actions, such success is rare. And when you think about the value of your own email address or space on your phone, you should understand why.

For someone to provide an email address, it helps significantly if they know who you are. It helps even more if they’ve read a blog post by you in the past. And it could also help if they are a fan of your Facebook page.

When it comes to targeting website visitors for an opt-in, I suggest taking it a step further and targeting those who read something specific related to your offer. I’d prioritize targeting like this:

  • Facebook Fans (if built properly)
  • Website Visitors of Specific Pages
  • All Website Visitors

I’ve found that fans are most likely to opt-in or buy something. However, it’s important to note that just “any old fan” won’t do here. You need to build your fan base the right way, as explained above. Otherwise, don’t expect success.

Ideally, you will get enough website traffic where you can segment your website retargeting to focus on specific pages. For example, I might target anyone who read a blog post about Power Editor to promote my Power Editor ebook.

Of course, such segmentation will limit your audience. This will only work for those with a lot of traffic or low budgets.

I’ve found targeting “all website visitors” during the past 30 days to be very effective for opt-ins. Of course, all of my content is also closely related. This may not work as well for a site that publishes content covering wide ranging topics.

4. Objective: Sale

This is what everyone wants. But far too many advertisers start here, and far too often they are targeting broadly with minimal success.

I can’t emphasize enough the importance of the first three steps. Without them, getting a positive ROI here can be incredibly difficult.

If people are protective of their email addresses, how likely is a user to whip out a credit card to buy a product if they don’t know or trust you? I’ll answer that for you: very unlikely.

But by following the first three steps, you are setting yourself up for success. You are laying the building blocks, and you’ll be happy you did!

Here is how I’d prioritize targeting for closing the sale:

  • Related Opt-in Custom Audience
  • Related Purchase Custom Audience
  • Facebook Fans (if built properly)
  • Website Visitors of Specific Pages
  • All Website Visitors

Related Opt-in Custom Audience: When you create something that requires an email address (like an ebook or white paper), it should be for the purpose of eventually selling something. Those who request the opt-in are often not ready to buy from you, but trust you enough to provide an email address.

That opt-in should help answer questions that these people had to convince them that your product is necessary. The opt-in should be the start of an email funnel that will result in messages being sent to them to push the sale.

You shouldn’t rely only on the email funnel. You should target those who provided their email address for that opt-in to promote the related product.

You can do this via either an email custom audience or Website Custom Audience for the success page following the opt-in (or both). I personally prefer the WCA since it’s dynamic and there are fewer issues matching up Facebook users to those who opted in (expect 30-70% of email addresses to match up).

Related Purchase Custom Audience: You should also target those who have already bought from you — preferably a related product. A couple of examples would be for upgrades (new model released) and upsells.

If you are launching Widget 2.0, you should make sure to alert those who purchased Widget 1.0 that the new model is available.

if you have a product that is available at multiple tiers and prices, you should target those at the lower tiers to upsell the more expensive ones.

Again, you can do this with a combination of email custom audience and WCA targeting.

Facebook Fans (if built properly): I’ve found a great amount of success selling to my fans. But once again, this won’t work if you don’t focus on quality when building your fan base.

Website Visitors of Specific Pages: Just as I could target people reading my articles about Power Editor to promote my Power Editor ebook, I can target this same group to promote my Power Editor training course. In either case, these are people who — by their actions — expressed interest in a topic directly related to my products.

You may also want to take the “abandoned shopping cart” approach and target those who visited the landing page for your product but didn’t convert. Sometimes, all these people need is a reminder, but they may also have outstanding questions that they’d like you to answer prior to making the purchase.

All Website Visitors: The more traffic and business you get, the more segmented you can get in your targeting. But if it’s early and you’re still building an audience, targeting general website visitors can be effective, too!

Your Turn

This is the approach that I take with Facebook ad targeting, but how about you?

Let me know in the comments below!

  • http://www.stephenesketzis.com/ Stephen Esketzis

    Love this Jon!

    Creating an effective targeting strategy for ads is imperative and the most important part of a Facebook ad period.

    1. Laser targeted
    2. Great Offer

    This just highlights why things like ‘CPP’ (Cost Per Pixel) are becoming more and more important.

    I love how something like retargeting is almost like someone walking into a shop, looking around, leaving, then all of a sudden they see billboards being put up multiple times along their route home from the shop they just left from.

    Brilliant post

  • http://overwhelmingly.co/ Tony Rulli

    Great point about many people starting too early with advertising a straight sales offer. This is the biggest mistake I see when advising people with their ad campaigns.

    A cold audience has less of a chance of converting (and at ultimately a higher price). They should be warmed up first by softer offers like straight blog content and free downloads. Then once they know your brand and products, advertising a sales offer can be much more effective.

    Great rundown of how to do targeting!

  • http://www.crowdmachinemedia.com John Russo

    Always great info. Specific and actionable!! Thanks, man!

  • Kurian M. Tharakan

    Great post Jon! Have you ever successfully created a B2B campaign of Facebook? e.g. Would you ever recommend that a law firm targeting corporate work advertise on the platform?

    • http://jonloomer.com/blog Jon Loomer

      Lawyers are definitely tough. It’s not easy to target those when they need your services most. Definitely need to get creative, but I’d say website retargeting would be a major part of this. You’d need to have an active website that answers people’s questions about specific situations, then retarget those who visit those pages for the lead.

      • http://www.fbmpro.com/ Scott Benson

        Just throwing this out there, but most often when I know my audience is going to be much more specific and harder to target, I put my budget into right-column ads. If I basically have to roll the dice and hope I’m hitting the right person, I don’t won’t to pay very much per roll, haha.

        I actually picked this up from local specialist businesses, like plastic surgeons, who have run essentially the same ad for years in the right column. The price must be right or they wouldn’t still be at it!

  • http://www.theyogimovement.com/ Monica Stone

    This may seem like a silly question, but how do you target people that come to your website in the last 30 days? Do you mean people who came to the website from clicking on a promoted post, or do you have a way to know everyone that visits your website outside of that? I’ve been experimenting with FB ads and it’s like geometry to me (meaning I’m not good at geometry)! Thanks for all that you do!

    • http://jonloomer.com/blog Jon Loomer

      By using a Website Custom Audience. With a pixel on your site, you can create rules so that you can target people based on visiting any page of your site or specific pages of your site during a certain duration.

      • http://www.theyogimovement.com/ Monica Stone

        Thanks so much! Okay, I need to set that up right away.

  • http://www.herrliche-landschaften.de/ Thomas Kohler

    Does it work with small groups too (e.g. 1.000 fans)?

    • http://jonloomer.com/blog Jon Loomer

      It can, yes. Lower budget when targeting that many people of course.

  • Note Thanita Sri

    agree!!
    thank you!

  • http://www.fbmpro.com/ Scott Benson

    Great comprehensive post, Jon! I think I might have brought this up before, but if you tally in the amount spent building and “warming up” your audience (page like ads, post promotions, testing, final sales ads), how do ROI’s then compare to a cold sale?

    I mean, let’s face it, most people don’t do things the right way. But Facebook is still a pretty successful ad platform for a lot of businesses (even the bad ones). If you had to put a number on it just to guess, how much better do you think the long game performs against the short game?

    • http://jonloomer.com/blog Jon Loomer

      Not sure, but these are people who will/may continually come back — whether to read, opt-in or buy. So difficult to put a value on that.

  • http://www.footballforever7.blogspot.in/ Rishab Karanwal

    Great Article Thanx Jon
    but i have a question , why there is always a large scale post reach difference in shared link on a Page and a photo or direct upload ?

  • Alan Martin

    Great article Jon, well done!

  • Matt Kurkowski

    This is great! Couldn’t agree more–I think one of, if not THE, biggest strength of Facebook as an advertising and engagement platform is the ability to target down to a user and serve really rich content to them.

    At the macro level, I find interest targeting is great for raising awareness to distance audiences and lookalikes are great for direct response. I’ve also found really great success layering interest targeting on top of a wide lookalike audience, i.e. give me people who look like my ideal target, but are also specifically interested in X topic.

    And you’re right–content is the greatest asset in this space. Every time someone clicks on an article written for a narrow audience, they’re telling you something pretty specific about themselves that can be extremely useful for your next interaction point.

  • David Quisenberry

    Have you done any experimentation on FB’s retargeting vs someone like Perfect Audience? Pros/Cons?

    • http://jonloomer.com/blog Jon Loomer

      Yeah, when WCAs came out originally.

      WCA Pros:

      * Done in Facebook with the rest of your advertising
      * Use targeting connected to any ad you’d make in Facebook
      * Don’t pay the middle man

      FBX Pros:

      * Liquid Advertising for ecommerce

      FBX Cons:

      * Outside of Facebook
      * Targeting not connected to all ad types
      * Pay the middle man

  • Lawrence Pickup

    Great article, very useful as I’m in the process of building some new Facebook communities from scratch. I can’t see a way of creating different website visitor audiences for different websites though. Once I generated a pixel for one web domain it wouldn’t let me generate one for another. Is this possible? Perhaps I need a different kind of account.

    • http://jonloomer.com/blog Jon Loomer

      You either need a different ad account, be added to a client ad account or simply use the domain when creating your WCAs. I’m doing that now with my member site.

  • Tammy Hawk-Bridges

    Hi Jon great post! You’re right too many advertisers do try to jump straight to home base and make the sale then when they don’t they say that it doesn’t work. :-) Today’s consumer is much smarter than that. Oh also have to say LOVE the new pictures and that smile!

    • http://jonloomer.com/blog Jon Loomer

      Thanks, Tammy!

  • usman

    is it just me? my facebook ads keep going into review if I increase the budget once the are active and running. Never use to happen before?
    Review could take up to 30 mins plus it also affect the performance of ads, which is bad!

  • Andrew

    This is a great article Jon. Thanks for the share!

  • ShawnCBerg

    Great article, Jon! Seems like it should be common sense but seeing it explained in such detail is terrific. Now if only we could convince all of our clients to use this approach!

  • http://www.shiftdigitalmedia.com SHIFT Digital Media

    This post covered every single question I had about Facebook advertising! Thank you! Facebook ads have come so far and with some many options it’s hard to know what’s the right solution. I’ll be using this post as a reference guide – thank you!

  • Mathieu

    This is pure genius. Thank you Jon for sharing with us !

  • Avraham Niv

    A great article, thanks

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  • Harrison Frank

    Jon! This is a fantastic post. I love your idea of the “opt-in” for users who finally purchase after liking your page. I would like to ask you however, what is the true value of a like if it doesnt produce a true opt-in? How can we benefit from users who like our pages but do not share our content? I’m sure you have a wealth of suggestions.
    -Harrison Frank, Tulane University

  • http://www.scopus-media.com Cameron Dunn

    Targeting my ads has sometimes been a struggle. I don’t use custom audiences nearly as much as I need to, thanks for helping me realize that!

  • Catarina Monnier

    Amazing content! Question: I need to get the facebook ad link so I can share it with the groups I’m a member of… how to I get the link? Thank you

  • jessicadally

    I’ll add what I did for a local event since it’s so drastically different in purpose… as a local shop we had a weeknight event that we assumed would be poorly attended (really poorly attended… we joked we’d have 5 people if we were lucky). Our shop is very hard to get to on a weeknight due to high amounts of traffic and a location which isn’t central to anything.

    For targeting I focused on folks who were interested in our topic but not already fans of my page and in a 10 mile radius of my shop (tight!) -we had HUGE success. By narrowing down the field to people who were truly likely to make the trip we could easily target a large number of people and had a great turn out… probably over 100 people throughout the day, many of which were new faces.

    When my boss assumed we couldn’t possibly know what we did to make the event successful I was actually able to tell him that we did know since it was the ONLY advertising I had done (we really thought this event would flop but we were required to do it so…). It was awesome to see an ad pay off so well. We spent almost nothing doing it too.

    To be honest the change in Facebook policies has actually made Facebook more valuable to us, not less. Our organic posts are all about community and we can spend a bit and get HUGE returns on ads which is how we’d rather advertise anyway. Keeping the two separate keeps our fans happy and keeps us from trying to make ads into something that doesn’t look like an ad.

  • http://www.clickseed.com Jim Robinson

    Great article, Jon, and great point about focusing on website traffic rather than general post engagement to build a website custom audience.

    On an unrelated note: I sent you an email regarding an article I’m writing for Nasdaq’s small business section. Not sure if you got it, but let me know if you’re interested in providing a quote on the effectiveness of using paid promotion on FB. Thanks!

  • http://imarketings.lv/ Jekaterina Petrova

    Hi, Jon!
    Thanks a lot for the article and the great content!
    I work in a small marketing company here in Latvia, and we have a problem with segmentation.
    Demographics simply don’t work for us, because we are such a small population and many people do not have the necessary info mentioned in their profiles. Ads manager also doesn’t offer a region or city we need to segment for.
    Are there any tips? Any apps that could help us segment our ad to a particular region/city? Or maybe there are other ways?

    Thanks!