How to Integrate Salesforce with Snapchat Ads: Your Guide to Superior Retargeting

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Ever wondered how to get more out of your marketing efforts? Integrating Salesforce with Snapchat Ads can be a game-changing move. It’s not just about reaching a wider audience, it’s about retargeting the right ones. The power of targeted advertising is remarkable, and when you integrate these two platforms, you’re setting yourself up for success.

Snapchat is a thriving social platform with over 238 million daily active users worldwide. That’s a huge pool from which to attract potential customers! Meanwhile, Salesforce – being one of the leading customer relationship management (CRM) systems – provides you an avenue to manage and analyze customer interactions and data throughout their lifecycle.

In essence, combining Snapchat’s extensive reach with Salesforce’s robust CRM tools gives you an unparalleled opportunity for better retargeting. This combination allows you to track user behavior across both platforms, enabling more effective ad targeting based on users’ past behaviors and preferences.

By the end of this guide, you’ll understand how seamless it could be to integrate Salesforce with Snapchat Ads for enhanced retargeting. You’ll also learn how this integration can help increase conversions and boost your overall marketing ROI.

What is Salesforce?

Thinking of stepping up your game in customer relationship management? You’ve probably heard of Salesforce. The big question on your mind might be, “What is Salesforce?” Put simply, it’s a leading cloud-based software company that provides Customer Relationship Management (CRM) service.

To better understand its functionality, let’s break down what CRM means. A CRM system allows businesses to manage and analyze interactions with potential and current customers. It aids in improving business relationships, streamlining processes, and increasing profitability. So, you can see how important a tool like Salesforce could be for your business.

Founded back in 1999 by Marc Benioff and Parker Harris, Salesforce began with a vision to reinvent CRM in the cloud. This was revolutionary at the time since it allowed everyone to access their software over the internet – no more expensive installations required!

Salesforce has since expanded beyond just CRM tools. Today you’ll find an array of products under their umbrella such as Sales Cloud for sales force automation, Service Cloud for customer support, Marketing Cloud for personalized marketing journeys – just to name a few!

You’re likely thinking that all sounds great but wondering why you should choose Salesforce specifically? Well apart from being one of the most widely used CRMs globally – research shows they hold about 20% market share – they’re renowned for their user-friendly interface and extensive customization options which make it adaptable across various industries.

There you have it! Now whenever someone asks “What is Salesforce?” you’ll not only know the answer but also understand how this powerhouse software could potentially transform your business operations.

What are Snapchat Ads?

Snapchat Ads are a powerful tool that you can use to connect with your target audience. A key player in the social media advertising world, they’re designed for businesses looking to reach out and engage with their potential customers in a fun and interactive way.

What’s unique about Snapchat is its user demographic. Studies show that this platform is particularly popular among the younger crowd. In fact, it’s reported that 90% of all 13-24 year olds and 75% of all 13-34 year olds are Snapchatters in the U.S. That’s quite an opportunity if your business caters to this age group!

Snapchat Ads come in many different formats, each serving a distinct purpose:

  • Snap Ads: These are full-screen vertical videos or images that appear between stories or within Snap Originals (Snapchat’s own set of shows). They can include attachments for app installs, landing pages, long-form video content, AR lenses and more.
  • Story Ads: Found within Discover Feed, these ads allow brands to share a series of 3-20 Snaps to tell their story.
  • Collection Ads: These showcase a series of products giving users the ability to tap directly on an advertised item.
  • Filters & Lenses: Customized filters or augmented reality experiences which users can add to their snaps.

Investing time into mastering Snapchat ads could lead your business towards impressive results. With over 210 million daily active users globally and an average user opening the app over 30 times per day, there’s no question as to why businesses should consider hopping onto this platform.

Incorporating Snapchat into your marketing strategy might just be what you need for better retargeting efforts! This was just an overview – keep reading as we dive deeper into how you can integrate Salesforce with Snapchat ads for improved performance.

Why should you integrate Salesforce with Snapchat Ads?

You’re probably wondering, “why should I integrate Salesforce with Snapchat Ads?” Well, let’s delve into the reasons. First off, it’s all about reaching your target audience more effectively. With over 238 million daily active users, Snapchat provides a huge pool of potential customers. Pair that with Salesforce’s advanced CRM capabilities and you’ve got yourself a potent marketing mix.

It’s no secret that personalized ads are the name of the game in today’s advertising world. They boost engagement rates and help businesses connect on a deeper level with their audience. By integrating Salesforce with Snapchat Ads, you’ll be able to leverage customer data from Salesforce to create highly targeted ad campaigns on Snapchat. This could mean higher click-through rates and better conversion percentages for your business.

Another key benefit is retargeting efficiency. You know those people who visit your website or interact with your brand but don’t make a purchase? Retargeting them can often tip them over the edge into making a buy—and this is where combining Salesforce and Snapchat shines.

Salesforce tracks customer interactions across different channels, providing deep insights into customer behavior patterns. When this data gets applied to your Snapchat Ad campaigns, it creates an opportunity for precise retargeting strategies that maximize conversions.

Finally, there’s reporting and analytics to consider. By integrating these platforms together, you’ll receive comprehensive reports that combine data from both sources—allowing you to make informed decisions based on robust analytics.

So there you have it! Whether it’s improved targeting efficiency or enhanced retargeting strategies – integrating Salesforce with Snapchat Ads brings several advantages to the table:

  • Access to millions of potential customers
  • Personalized ad creation
  • Efficient retargeting
  • Comprehensive reporting

It’s clear as day why integration could be beneficial for any business looking for success in digital advertising!

Step 1: Setting up Salesforce and Snapchat Ads accounts

Before you dive into the integration process, it’s essential to have your Salesforce and Snapchat Ads accounts set up properly. If you’ve already got these in place, great! If not, here’s a quick guide to get you started.

Setting up your Salesforce account may seem daunting, but it’s actually quite straightforward. Start by going to the Salesforce website and clicking “Try for Free”. Fill in your details and verify your account through email. Once verified, select the appropriate subscription plan based on your business needs. Remember that each plan offers different services so choose wisely!

Next up is setting up your Snapchat Ads account. Head over to Snapchat’s website and click on “Get Started” under Advertising. You’ll need some basic business information handy for this step – such as your name, email address, country of operation, payment details etc.

Now comes the part where we link both accounts together for seamless ad retargeting:

  • Login into both Salesforce & Snapchat Ad Manager.
  • On the Snapchat dashboard go to “Audience Match”.
  • Select “Salesforce” from the drop-down menu.
  • Follow through with permissions request from Snapchat to access data from Salesforce.

Remember this is just a brief overview of getting started with setup. For more detailed instructions tailored specifically towards integrating these two platforms together for effective retargeting efforts, stay tuned for our next steps!

Step 2: Installing the Salesforce-Snapchat Ads integration

Now that you’ve decided to take your marketing game a notch higher, it’s time to tackle the second step – installing the Salesforce-Snapchat Ads integration. This might seem like an intimidating process, but don’t worry! With this guide at hand, you’ll breeze through it without breaking a sweat.

First up, you’ll need access to both Salesforce and Snapchat’s business platforms. If you’re not already set up, take some time now to create these accounts. It’s crucial because without them, integrating won’t be possible.

With your accounts ready to go, head over to Snapchat’s Ad Manager. Look for ‘Audience Match’ in the Tools menu and click on it. Here’s where things get interesting! You’ll be required to upload a CSV file from Salesforce containing all your customer information. But remember not to include sensitive data like credit card numbers or social security details; only what’s necessary for targeted advertising is needed.

This is where we bring in Salesforce. Log into your account and navigate towards ‘Data Export’. Choose an existing report or create a new one tailored specifically for this task – including fields such as name, email address or phone number would suffice. Once ready, export this report as a CSV file and return back to Snapchat’s Ad Manager platform with it.

Upload your freshly minted CSV file on Snapchat’s platform under ‘Audience Match’. Voila! Your integration process has begun.
After uploading the file there will be few more clicks before finalizing the process but they are pretty self-explanatory so we won’t delve into those here.

See? We told you’d breeze through it!

Congratulations on getting halfway through our article on integrating Salesforce with Snapchat Ads! Buckle up because there’s still plenty left worth exploring in upcoming sections!

Step 3: Configuring the Integration Settings

Now that you’ve successfully connected Snapchat Ads to Salesforce, it’s time to get down to the nitty-gritty. You’ll need to configure your integration settings for a seamless retargeting experience. This step is crucial as it determines how effectively your data gets transmitted between both platforms.

First off, let’s start by setting up conversion tracking in Snapchat. You’ll find this option under ‘Ad Accounts’ on the main dashboard. Here, you can specify what actions taken by users should count as conversions – be it page visits, app downloads or purchases.

Next up, we’re gonna match these conversions with customer data in Salesforce. For instance, if a user downloads your app after viewing an ad on Snapchat, that action should reflect in their customer profile in Salesforce.

A crucial part of this process is ensuring data consistency across both platforms. Inconsistent data mapping can lead to inaccuracies and inefficiencies which might hamper your retargeting efforts:

  • Make sure field names and types match exactly on both ends.
  • If there are mandatory fields on one platform that don’t exist on the other, create them manually.
  • Regularly verify and update your mappings as needed.

Lastly, remember to test everything! Run some sample ads and monitor if the data flows correctly from Snapchat Ads through Salesforce. A successful test would mean you’re ready for real-world implementation!

In summary, configuring integration settings might seem daunting at first but once set up properly, they can help supercharge your retargeting efforts significantly. So take out some time to get these details right – trust us when we say it’s worth every second!

Step 4: Syncing Salesforce data with Snapchat Ads

You’re halfway through the integration process and now it’s time for a crucial step – syncing your Salesforce data with Snapchat Ads. You’ve collected valuable customer information in Salesforce, and you want to put that to work in your ad campaigns.

Here’s how to do it:

Firstly, head over to your Snapchat Ad account. Now, navigate to the ‘Audience Match’ feature. This tool allows you to match your existing customers (from Salesforce) with Snapchat users. Sounds pretty cool, right?

But how does this work? Well, all you need is a list of email addresses or phone numbers from Salesforce. The audience match feature takes these data points and matches them against Snapchat user profiles. If there’s a match, voila! You’ve got yourself an engaged audience ready for retargeting.

Now let’s get into the nitty-gritty of syncing the data:

  • Export your required customer info from Salesforce into a CSV file.
  • Be sure that each column is labeled correctly – this helps Snapchat recognize what kind of data it’s working with.
  • Head back over to Audience Match on Snapchat and select ‘Upload List’.
  • Choose your CSV file and let Snapchat do its thing!

Remember patience is key here; depending upon the size of your list, it could take anywhere from a few minutes up to several hours for everything to sync up.

Once fully synced, you’ll be able to use this new custom audience in any of your future ad campaigns on Snapchat. And just like that, you’re optimizing retargeting efforts using real-time CRM (Customer Relationship Management) data!

Remember though: It’s important not only to follow these steps but also continuously update your lists as new clients come onboard or old ones drop off – stay ahead by ensuring you’re always targeting those who matter most!

Step 5: Creating retargeting campaigns on Snapchat Ads using Salesforce data

Now that you’ve set up the integration, it’s time to put your Salesforce data to work. By leveraging this valuable information, you’ll be able to create highly targeted campaigns on Snapchat Ads. It’s a process that might seem daunting at first, but don’t worry; we’re here to guide you through every step of the way.

First off, head over to your Snapchat Ads Manager. From there, click ‘Create Ads’, and then select ‘Instant Create’. This will allow you to quickly build an ad from scratch using templates provided by Snapchat. Now comes the fun part: targeting your audience.

Here’s where your Salesforce data comes into play. In the ‘Audience’ section of the ad creation process, click ‘Custom Audience’. You should see an option for ‘Salesforce Audience’. This is what you’ll use for retargeting purposes.

Snapchat offers advanced targeting capabilities thanks to its partnership with Salesforce. You can segment audiences based on various criteria pulled directly from Salesforce CRM such as past purchase behavior, engagement history and demographic info.

  • Past Purchase Behavior: If a user has made a purchase in the past (and this data is stored in Salesforce), it can be used for retargeting.
  • Engagement History: Data regarding how users interact with your website or products can also inform future ads.
  • Demographic Info: Things like age range, location and gender are standard options for segmenting audiences.

A well-planned retargeting campaign uses all these elements together. It’s about creating a synergistic effect between different types of customer information – resulting in ads that speak directly to each individual viewer.

Remember not to rush this stage – getting it right is crucial for maximizing ROI from your ad spend. And always keep testing! Continually refining your strategy based on performance metrics will ensure long-term success in any digital advertising initiative.

So there you have it, your guide to creating retargeting campaigns on Snapchat Ads using Salesforce data. It might require a little bit of patience and experimentation, but the results will undoubtedly be worth it. Happy advertising!

Benefits of integrating Salesforce with Snapchat Ads for retargeting

If you’re looking to take your marketing strategy to the next level, integrating Salesforce with Snapchat Ads can be a game changer. Let’s delve into why this combo is worth considering.

Firstly, it gives your business an opportunity to tap into Snapchat’s huge user base. With over 265 million daily active users, there’s a good chance that some of these Snapchatters are also potential customers for your business. By using Salesforce and Snapchat together, you’re able to reach out to this massive audience in a more targeted way than ever before.

Secondly, through the integration of Salesforce with Snapchat Ads, you’ll gain access to advanced analytics tools. This means you can track ad performance in real time and make adjustments as necessary to maximize ROI. You’ll get insights about which ads are driving engagement and conversions – thus helping you optimize your marketing budget effectively.

  • Daily Active Users on Snapchat: 265 Million
  • Real Time Ad Performance Tracking: Yes

Finally, let’s not forget about customer relationship management (CRM). Salesforce excels at CRM, enabling businesses like yours to manage relationships and interact with customers throughout their entire lifecycle. When integrated with Snapchat Ads’ retargeting capabilities, it allows for highly personalized advertising that speaks directly to each individual customer based on their interactions with your brand.

In short:

  • Reach out to a larger audience
  • Access advanced analytics tools
  • Excel at customer relationship management

By taking advantage of these benefits when integrating Salesforce with Snapchat Ads for retargeting purposes – it opens up new possibilities for your business growth.


By now you should have a clear understanding of how to integrate Salesforce with Snapchat Ads for better retargeting. Integrating these two powerful platforms allows you to leverage the power of social media advertising while also taking advantage of Salesforce’s robust CRM capabilities.

Remember, this integration can significantly enhance your retargeting efforts. It empowers you to reach out to your customers on a platform they frequently use and engage with – Snapchat. This targeted approach can lead to higher conversion rates, improved customer retention, and ultimately increased sales.

Let’s recap a few key steps:

  • Begin by setting up your Snapchat Ad account and ensuring that it’s linked properly with Salesforce.
  • Configure your conversion tracking within Salesforce so that it aligns with the goals of your ad campaign on Snapchat.
  • Use Snapchat’s unique advertising features, like Snap Pixel and Custom Audiences, for precise targeting and performance tracking.

This integration isn’t just about enhancing marketing campaigns—it’s about making smarter business decisions based on real-time data from different sources. Remember these benefits:

  • Real-time Data: Get instant access to user engagement data from Snapchat right into Salesforce.
  • Personalized Campaigns: Create highly personalized ad campaigns based on accurate customer data in Salesforce.
  • Better ROI: Measure the success of each campaign accurately, optimize them based on insights, leading to better returns on investment (ROI).

Incorporating this strategy into your digital marketing plan can give you an edge over competitors who are not utilizing such integrations effectively. So go ahead – harness the power of both platforms for stronger retargeting strategies, enhanced customer engagement, and measurable growth in revenue.

And remember – keep experimenting! The beauty of digital marketing lies in its flexibility and potential for constant optimization. Keep refining your strategies as per the changing trends and customer behavior patterns – that’s how you’ll stay ahead in this game!

As we wrap up our guide here today, we hope it has been helpful and informative. Thank you for investing your time with us, and here’s to your success in integrating Salesforce with Snapchat Ads!

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