In this article, you will learn how to effectively set up the Facebook - Remove From Custom Audience Workflow Action.
Prerequisites:
Before you start, ensure that your Facebook account is connected, a page is selected, and a customer is added as a lead.
How to Add this Action to a Workflow:
Step 1: Start a new workflow or edit an existing one.
Step 2: Set up the applicable Workflow Trigger(s).
We have multiple articles available that explain how to set up each of the Workflow Triggers. Feel free to review these articles for detailed guidance.
Step 3: Setting Up the Remove From Custom Audience Action
Click the “+” icon below the trigger to add an action.
In the Actions menu, select Facebook - Remove From Custom Audience from the CRM section, or use the search feature to find it. Once selected, the Action setup menu will appear.
(Optional) You can change the display name of this action in the workflow builder using the textbox below Action Name. This change only affects the display name within the builder and does not impact the action's functionality.
Click Save Action in the bottom right corner.
Step 4: Save the Workflow
Press Save in the top right corner of your browser to save the workflow.
If your workflow is ready to be enabled, ensure that the toggle switch under Save is set to Publish.
Don't forget to test your workflow to ensure it's configured correctly by using the Test Workflow button next to the Publish toggle switch. For a comprehensive overview of testing workflows, refer to our article on “Using the Testing Features in Workflows.”
Now your workflow is ready to go with the Facebook - Remove From Custom Audience Workflow Action!
FAQs on the Facebook - Remove From Custom Audience Action
What is the Facebook - Remove From Custom Audience action?
This action automatically removes a contact from a specified Facebook Custom Audience when the contact enters the workflow.What do I need to set up this action?
A connected Facebook account
A selected Facebook page
A customer added as a lead in your system
How do I connect my Facebook account?
Navigate to the Facebook integration settings in your platform and follow the prompts to connect your Facebook account and select your desired Facebook page.Can I change the name of this action in the workflow?
Yes, you can optionally change the display name of the action within the workflow builder. This change only affects how the action is named in the builder and does not impact its functionality.What should I do if the action is not working as expected?
Ensure that:Your Facebook account and page are correctly connected
The contact is part of the specified Facebook Custom Audience
The workflow triggers and actions are configured correctly
Can I test this action before publishing the workflow?
Yes, use the Test Workflow button to verify that the action works as intended before publishing the workflow.What happens if the contact is not in the specified Custom Audience?
If the contact is not part of the Custom Audience, the action will not remove them. Make sure the contact is included in the audience before executing the action.