Retargeting ad workflow with customer audience sync

Purpose

 1.1. Enable automated synchronization of customer contact data from the restaurant’s CRM/POS directly to advertising platforms for audience segmentation and retargeting.
 1.2. Automate dynamic retargeting ad delivery (e.g., lunch offers, loyalty programs) to recent or lapsed customers across major ad channels.
 1.3. Ensure updated and compliant customer data for personalized automated ad experiences, maximizing campaign effectiveness and reducing manual processes.
 1.4. Automating the refresh of audience lists allows new leads, repeat visitors, and new segmentations to instantly enter retargeted ad workflows.

Trigger Conditions

 2.1. A new customer is added or updated in the CRM/POS after lunch purchase or reservation.
 2.2. Customer engagement milestone reached (e.g., x lunch purchases, customer inactivity for y days).
 2.3. Menu update or launch of a new lunch special, requiring updated targeted audience.
 2.4. Scheduled daily, weekly, or event-based automatable triggers (e.g., end of lunch rush).

Platform Variants

 3.1. Google Ads
  • Feature/Setting: Customer Match API, configure automated audience uploads with hashed email/phone data.
 3.2. Facebook (Meta) Ads
  • Feature/Setting: Marketing API, Custom Audiences; push updates on new or lapsed customer segments.
 3.3. Instagram (via Meta)
  • Feature/Setting: Audience sync using Meta Marketing API, automatedly synchronize restaurant-based segments.
 3.4. LinkedIn Ads
  • Feature/Setting: Matched Audiences API, automate uploading segmented lunch audiences for retargeting.
 3.5. Twitter (X) Ads
  • Feature/Setting: Tailored Audiences API for customer list automation; trigger on new CRM data.
 3.6. TikTok for Business
  • Feature/Setting: Custom Audiences API, configure automated syncing with CRM-lunch customer segments.
 3.7. Pinterest Ads
  • Feature/Setting: Audience Insights, automator for customer list uploads on restaurant event triggers.
 3.8. Snapchat Ads
  • Feature/Setting: Audience Match API, automated synchronization for lunch-specific retargeting.
 3.9. Mailchimp
  • Feature/Setting: Automated audience-to-segment sync using Mailchimp API; automated for lunch campaign lists.
 3.10. Salesforce Marketing Cloud
  • Feature/Setting: Audience Studio and Data Extensions API, automate data ingestion for targeted ads.
 3.11. HubSpot
  • Feature/Setting: Lists API, automated customer list updates for ad platform syncs.
 3.12. Klaviyo
  • Feature/Setting: Automated Segment Sync, configure Klaviyo <> ad platform connections with webhooks.
 3.13. Shopify POS
  • Feature/Setting: Order CRUD webhook, pushing automatable updates to marketing systems for ads.
 3.14. Square POS
  • Feature/Setting: Customer Created/Updated webhook, automate ad list push for lunch visits.
 3.15. Zoho CRM
  • Feature/Setting: API for segment export, automated integration for ad platform audience sync.
 3.16. ActiveCampaign
  • Feature/Setting: Contact Automations, trigger ad audience update upon new lunch customer additions.
 3.17. Segment
  • Feature/Setting: Destination Sync, automate customer event-driven push to ad platforms.
 3.18. Slack
  • Feature/Setting: Notifications for successful/failed automated list syncs in #marketing channel.
 3.19. Google Sheets
  • Feature/Setting: Automated export/import, trigger sync on sheet update with ad platforms.
 3.20. Airtable
  • Feature/Setting: Script Automator, push customer data changes to ad sync workflows.
 3.21. Zapier
  • Feature/Setting: Multi-step workflows to connect CRM, POS, and ad APIs for seamless automation.
 3.22. Microsoft Power Automate
  • Feature/Setting: Automate audience sync triggers and API calls between restaurant systems and ad platforms.
 3.23. Intercom
  • Feature/Setting: Automated audience export on engagement event for targeted ad syncs.
 3.24. Brevo (Sendinblue)
  • Feature/Setting: Automated contact export to ad platforms on workflow completion.

Benefits

 4.1. Automatedly eliminates manual exports and list uploads, accelerating campaign rollout for lunch specials.
 4.2. Automates compliance and data hygiene by continuously updating audiences with opt-in/out status.
 4.3. Maximizes return on ad spend with precisely targeted, real-time customer retargeting automation.
 4.4. Enhances customer experience by automating personalized ad journeys, boosting loyalty and repeat lunch orders.
 4.5. Enables marketers to automate testing of multiple offers and messages through fresh, actionable audience data.
 4.6. Provides scalable automatable solutions for expanding locations, requiring minimal extra setup.