Zapier Template - Setup Retargeting audience

Created by Rahul Danak, Modified on Fri, 17 Jul at 3:41 PM by Vaishnavi Sankaran

? The purpose of this document is to help you set the LinkedIn Retargeting Audience for specific companies via Zapier

? Note that you need a paid account on Zapier to set up with Zap. The Modules involved are a part of the premium plan.

If you do not have a paid plan with Zapier, we suggest you sign up on Make.com and refer to this tutorial to set the audience

I have recorded a loom video taking you through all the steps required to setup the Retargeting Audience

The process is broadly divided into three steps:

1. Setting up an alert in Factors.ai

Head over to Alerts inside Factors
Set up the Alert conditions
- Select event - This can be anyone visiting the website or a specific page. (If you want to use multiple pages)
- Add the “Company Domain is Known” filter
- Add ICP filters

Add Alert name and Description
Add Payload “Company Name” and “Company Domain” in this order
Enable Webhook option
Copy and paste the Webhook Address [Check next step]
Click on Confirm

2. Connecting Zapier to Factors

Open Zapier
Create new Zap

Click on trigger and select “Webhook” by Zapier

Select “Catch Hook” and click on Continue

Skip the step of giving a Trigger condition

Copy the Webhook URL and paste it into the alert, paste this link in the Factors' alert section

Paste it in the Alert and click on Test this with a Sample message

Head back to Zapier and click on “Test Trigger”

You will see a test payload sent across by Factors as shown below, select Continue with the Selected record

3. Creating LinkedIn Audience

Type LinkedIn in the search bar and select LinkedIn Ads

Select Create Audience in the Event dropdown and click on Continue

Under Account click on “Sign In” and you will be taken to the LinkedIn Sign In screen.

Sign In to Authenticate LinkedIn using your credentials. Note that if you have multiple accounts, Sign In to the account that has access to your Ad Account

Select the relevant Ad account
Select Audience type as Company
Type in Audience Name and Description
Click on Continue

Click on Test step, this will create the Audience inside your Ad Accoun

Confirm if Audience is created inside LinkedIn Audiences

Select the “Options” for the LinkedIn Audience creation module and delete it

Click on Add a Step and Select LinkedIn Ads again

Under Events select “Add Company to Audience” and click on Continue

Account should already be selected, so click on Continue

Under Action select Account and the newly created Audience

[IMPORTANT] Map the Company name from Factors by selecting the relevant Prop Value and click Continue.

We are mapping the Company Name from Factors’

It would be a Greek tragedy if wrongly mapped

Click on Test Step under Test

You should see the status set as success on doing this

Name your Zap, Click on Publish, and Turn it On

? Notes

The top ICP filters used are
1. Revenue Range
2. Employee Range
3. Industry
4. Country
Audience must be created via Make.com to add companies to it
We can push only Company Name into the Audience
The same workflow can be set up on Zapier, Tray.io, N8N, etc.

✉️ Reach out to niranjan@factors.ai in case of any feedback or blockers to setup this workflow