Retention campaign, specifically the loyalty retargeting ad helps you retarget your customers, who’ve left their contact information on your website. It’s designed to bring these warm leads back to your site with personalized ads, increasing the chances of conversion and long-term engagement. This FAQ will guide you through how it works and how to set it up.

Customize Your Campaign Basic Information

To get started, customize the basic details of your campaign. You can access this section by following the steps below.

Step 1: Select Campaign Type

  • Go to Campaigns -> Create a Campaign
  • Choose “Loyalty Retargeting” to begin
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Step 2: Configure Campaign Basics

  • Set your Daily Budget (e.g., $5, $10, $20, or custom).
  • Select your Product Catalog from the dropdown list.

💡 Tip: Not sure how much to spend? Use our budget suggestion to get a recommended starting point.

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Step 3: Set Up Product Catalog

What is the difference between a Product Catalog and a Product Set?

  • A Product Catalog is your full inventory, which includes all your products along with their details like titles, descriptions, prices, and availability.
  • A Product Set is a smaller, filtered group of products from your catalog. You can create sets using specific rules or conditions, such as price range, product category, or availability.

How to set up your product catalog?

  • If not done setting up a product catalog, create a catalog from Shopify.
  • Choose a Shopify collection
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Visual representation of setting up a Shopify catalog, featuring product images, descriptions, and categorization options.

Loyalty Customer AdZ

Loyalty Retargeting Ad is a powerful tool that helps you re-engage people who have already shown interest in your business whether they're past customers, subscribers, or visitors who’ve left their contact information on your website. Let’s now learn how to customize this ads

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Step 1: Choose or Create Your Audience

  • You can use a saved audience or create a new one.
  • You will be presented with 2 options: Customers & Abandoned Checkout.
  • Important: Once audience has been created, refresh the page to see the audience

If you choose customers:

Visual guide showing the process for adding a new customer in the app, featuring input fields and buttons.

How to setup the audience rules:

You can apply filtering rules to define who should be included in your audience. Here's what each rule means:

  • Has (not) ordered since [date]: Includes customers who have or haven’t placed an order on or after the selected date..
  • Total orders > or < [number]: Targets customers who have made more or less than a certain number of purchases.
  • Average spent (AOV) >: Targets customers whose average order value is above the set amount.

What does the “Relationship: AND / OR” setting do

  • AND: All the conditions must be true for a customer to be included in the audience.

Example: A customer must have ordered since April 14, have more than 3 orders, spent more than $100, not ordered since April 14, and have an average spent > $100 all at once

  • OR: A customer is included if any one of the rules is true.

Example: A customer who has either ordered since April 14 or spent over $100 will qualify.

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If you choose abandoned checkouts:

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How to setup the audience rules:

You can apply filtering rules like Has abandoned checkout since [date]: Includes customers who have abandoned their purchase after the selected date.

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Step 2: Customize Your Target Audience

1. Choose the audience for the retargeting ad.

2. Filter by:

  • Age
  • Gender
  • Location (e.g., all countries or specific ones)
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Note: for Taiwan region, merchants need to include their Business ID number. This step is required by the government.

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Step 3: Choose Ad Placements

  • Select Automatic Placements (recommended) or Custom Placements.
  • These determine where your ads will appear: Facebook feed, Instagram, Stories, etc.
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Step 4: Confirm Ad Setting

Choose Your Ad Format

  • Carousel: Multiple images or videos users can swipe through.
  • Image: A single image ad.
  • Video: A single video ad with optional thumbnail and message.
  • Collection: A group of items that opens into a full-screen experience

If You Choose the Carousel Format:

1. Fill in your "Ad Message"
Keep it clear, concise, and engaging.
Example: “Still thinking about it? Complete your look with 15% off – just for you!”
Character limit: Under 1,500 characters.

2. Add a Discount Code
Type or select a valid code from the Discount Code dropdown.
If no code appears, make sure it hasn’t expired or been restricted to specific customer groups.

If You Choose the Image Format:

1. Fill in your "Ad Message"
Keep it clear, concise, and engaging.
Example: “Still thinking about it? Complete your look with 15% off – just for you!”
Character limit: Under 1,500 characters.

2. Add a Discount Code
Type or select a valid code from the Discount Code dropdown.
If no code appears, make sure it hasn’t expired or been restricted to specific customer groups.

3. Upload an image

If You Choose the Video Format:

  • Discount Code: (Optional) Select a discount code to display in your ad. Only valid and non-targeted codes will appear.
  • Ad Message: Add a custom message (up to 1,500 characters) to highlight your offer or product.
  • Video: Click “Select video” to upload your promotional content.
  • Thumbnail URL: Provide a URL for a thumbnail image (recommended size: 1080×640) if you want to control what still image appears before the video plays.
  • Upload your video

If You Choose the Collection Format:

You can choose between:

  • Video: More engaging and dynamic. Ideal for storytelling or highlighting product features.
  • Image: Static visuals. Best for strong product photos or lifestyle imagery.

1. Upload Your Video/Image

2. Upload your discount code Select a discount code to display in your ad. Only valid and non-targeted codes will appear.

3. Upload Your Thumbnail (For video only)

  • Upload an image (recommended size: 1080×640 px) via:
  • Shopify Admin > Settings > Files
  • Copy the file URL and paste it into the Thumbnail URL field.

4. Add an Ad Message
Keep it short, clear, and benefit-focused.
Example: "You looked. Now it’s back in stock—just for you!"

5. Add a Headline

  • Keep it under 40 characters.
  • Clearly describe the offer or product.
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Review and Finalize Your Campaign

  • Click “Create” and choose “Confirm” to submit the ad for review.
  • You’ll be taken to the campaign dashboard where you can monitor the status.
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A confirmation screen asking users to verify their ad content before submission, featuring options to confirm or edit.

Monitor Performance

Go to campaigns and click on the green button shown in the screen below.

Settings page in the admin dashboard featuring controls for user preferences and site configurations.

Use the campaign overview to check:

  • Impressions
  • Click-through rates
  • Conversions

This is your go-to place to optimize the ad further based on real-time results.

Settings page in the admin dashboard featuring controls for user preferences and site configurations.
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Need Help? Contact Us or Schedule a Call

If you have any questions, feel free to contact us through the App or email us at service@akohub.com or schedule a free consulting call through this link