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Patient Copilot Help Center

Create custom audiences in Ad Manager

In this article we will be elaborating on the steps one needs to take to create Custom Audiences and how to use it during the campaign creation process in Ad Manager. * * * - Where to find the option to create custom audiences?

  1. Once a source is chosen and user clicks on ‘Next’, they will be navigated to the second step of custom audience creation and a dialog is presented with its constituents depending on which source is selected. Ex: If ‘Website’ is selected, the second step to create a custom audience will look like -!(https://assets.patientcopilot.ai/6724bd76bcdb1ab7.png) Pixel: The list of all the pixels that exists within HL Ad Manager will be shown in the dropdown and one of them can be selected. Events: Choose the event you want to be considered as the pivot for your audience creation. There are two options: 1. All website visitors - It refers to all the people who have visited or interacted with your website. 2. Visitors by time spent - It refers to the people who have spent the most time on your website and can be further narrowed down by selecting a percentile.!(https://assets.patientcopilot.ai/b9e08c182c78c1f6.png) Example on how to use percentile: If I select 10% then that means the audience which will be used for consideration will include the the visitors who were in the 10% of time spent on your website. Audience retention: It refers to the number of days users will remain in your audience after they have interacted with your content. In case of Website audience, 30 days is the maximum allowed limit. Note: Additionally, four more clauses can be added similar to the one described above with the condition for them to be included along with the default clause or excluded by clicking on the ‘Include more people’ and ‘Exclude people’ respectively. Add an audience name and description for easy distinction. * * * ## How to create a Website Custom Audience? All the details related to creating a Website custom audience is explained in the above section as an example. * * * ## How to create a Facebook Page Custom Audience? By selecting the ‘Facebook Page’ as the custom audience source from the first stepper dialog, users can proceed to create an audience of people who follow or have interacted with your page and proceed to define the audience specifics in the second step.!(https://assets.patientcopilot.ai/62f25f8016e44475.png) Page: The list of all the pages that are integrated with Ad Manager will be shown in the dropdown and one of them can be selected. Events: Choose the event you want to be considered as the pivot for your audience creation. There are 7 options in the dropdown list of events out of which one can be selected. Audience retention: It refers to the number of days users will remain in your audience after they have interacted with your content. In case of Facebook Page audience, 365 days is the maximum allowed limit. Note: Additionally, four more clauses can be added similar to the one described above with the condition for them to be included along with the default clause or excluded by clicking on the ‘Include more people’ and ‘Exclude people’ respectively. Add an audience name and description for easy distinction. * * * ## How to create a Lead Form Custom Audience? By selecting the ‘Lead Form’ as the custom audience source from the first stepper dialog, users can proceed to create an audience of people who have opened or completed a form in one of your lead generation ads on Facebook or Instagram and proceed to define the audience specifics in the second step.!(https://assets.patientcopilot.ai/45c9d6844379d434.png) Events: Choose the event you want to be considered as the pivot for your audience creation. There are 3 options in the dropdown list of events out of which one can be selected: 1. Users who opened and submitted form 2. Users who opened but didn’t submit form 3. Anyone who opened the form Page: The list of all the pages that are integrated with Ad Manager will be shown in the dropdown and one of them can be selected. Lead form: Based on the page selected, all the lead forms associated with the selected page will be present as part of the lead form dropdown list and one can be selected. This is the form which will be considered to curate audience who’ve interacted with this form. Audience retention: It refers to the number of days users will remain in your audience after they have interacted with your content. In case of Lead Form audience, 90 days is the maximum allowed limit. Note: Additionally, four more clauses can be added similar to the one described above with the condition for them to be included along with the default clause or excluded by clicking on the ‘Include more people’ and ‘Exclude people’ respectively. Add an audience name and description for easy distinction. Note: Once a custom audience is successfully created, it will be shown as part of the Retargeting Audience dropdown list and can be used for creating a campaign once the status of the newly created audience is ready. * * * ## How to create a Customer List Custom Audience? By selecting ‘Customer List’ as the custom audience source from the first stepper dialog, users can choose CSV Upload or Smart List and proceed to define audience specifics in the second step. A Meta Customer List Custom Audience lets you use your own customer data (emails, phone numbers, etc.) in Ad Manager to reach specific individuals on Facebook and Instagram. The data is matched to user profiles so you can deliver targeted ads.!(https://assets.patientcopilot.ai/dd81769d2598b32c.png) | Method | How it works | Key notes | | --- | --- | --- | | Upload File | Upload a CSV file with customer identifiers (e.g., emails, phone numbers) to create the audience. | Must follow Meta’s formatting guidelines; upload fails if headers/values are invalid. | | Use Smart Lists → Static | Create the audience from an existing Patient Copilot Smart List and freeze it at creation time. | Includes only contacts present at creation; does not update later. | | Use Smart Lists → Dynamic | Link to a Patient Copilot Smart List that updates Dynamically as the list changes. | Adds/removes contacts automatically when the Smart List updates. | * * * ## Related Articles - Ad Manager: Audience controls (https://help.patientcopilot.ai/support/solutions/articles/155000003052-ad-manager-audience-controls)**(https://help.patientcopilot.ai/support/solutions/articles/155000003052-ad-manager-audience-controls)**