Creating an External Campaign Action
External Campaign Actions are used if you want target the audience in other external channels like Facebook, Google Adwords or traditional direct mail. The fields made available by the external campaigns are user configurable. Please refer to the relevant guide to find out how to configure them.
This is the step-by-step guide to create an external campaign.
1. Create a new action, and choose External Campaign

2. Choose the target audience for the campaign action
This happens exactly the same way as with other campaign action types

3. Move to the Activation tab of the campaign creating process
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Define the sales tracking period for the campaign action.
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When you are ready, you just activate the campaign action using the green button. Next you can download the csv file as a email list (typically used by Facebook and Google) or as a address list. Address list contains also the user id’s and telephone numbers for the customers.
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When you activate the campaign an event is created to the customer’s timeline to indicate that this customer has been part of the campaign.
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Upload the address list to your target channel like Facebook or Google
4. Follow the statistics of the campaign
You can follow the online and offline conversion of the campaign using Custobar campaign statistics tools. This is something for example which Facebook is not able to provide and why it is valuable to follow the sales statistics using Custobar.
Flow
User Guide
Main views
- Sales heat map
- Pin code for in-store interface
- In-store interface
- Cohort Analysis
- Customer page symbols
- Products view
- Events view
- Dashboard view
- Customer 360° view layout configuration
- Customers view
- Customer change history
- The new search blocks
- Sales view
Video tutorials
- Facebook Ads integration tutorial video
- Google Ads Customer Match integration tutorial video
- Email campaign video tutorial
- Email content editor video tutorial
- SMS campaign video tutorial
- Template designer video tutorial
Email campaigns
- Call to action email module
- Link an Unsubscribe page to a mailing list
- How to purchase email or SMS credits?
- UTM Tags
- Custom utm_source tags
- How to add coupon codes to your campaign
- Customer satisfaction survey
- Unsubscribe survey & report
- Email sender authentication
- IP address warmup
- Product recommendations
- Create your own template with the template designer
- How to use Custobar stickers on product images
- Creating and editing a template
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Creating an email campaign action — Whole process
- Campaign statistics view
- A/B testing in Custobar
- Email campaign video tutorial
- Email content editor video tutorial
- Template designer video tutorial
Banner campaigns
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Campaign statistics view
- Setting up banner campaigns
SMS campaigns
- How to purchase email or SMS credits?
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Campaign statistics view
- Creating an SMS campaign action
- SMS campaign video tutorial
- Two-way SMS
External campaigns
- Facebook Ads integration tutorial video
- Facebook Ads Manager integration
- Google Ads Customer Match integration tutorial video
- Google Ads Customer Match integration
- Audiences in Custobar
- External campaign configuration for data extraction
- Create a campaign for a fixed recipient
- Creating an External Campaign Action
- Campaign statistics view
Push campaigns
- How to set up a push action
- Audiences in Custobar
- Create a campaign for a fixed recipient
- Campaign statistics view
Add-ons
- Facebook Ads Manager integration
- Google Ads Customer Match integration
- How to add coupon codes to your campaign
- Product recommendations
- How to use Custobar stickers on product images
Data integrations
Importing and updating data
- Data import file templates
- Setting up Custobar - Zapier integration
- Promoting customers
- How to send events from a website
- Deleting customers in bulk
- Adding, updating and removing customer's mailing lists
- Adding a new user to Custobar
- Updating data of multiple customers at once
Marketing and advertising integrations
- Facebook Ads integration tutorial video
- Facebook Ads Manager integration
- Google Ads Customer Match integration tutorial video
- Google Ads Customer Match integration