Configure your Meta Integration with Pearl Diver

Configure your Meta Integration with Pearl Diver

By integrating Pearl Diver with Meta, businesses can leverage Pearl Diver’s lead intelligence to automatically enrich Meta ad accounts with detailed data insights. This allows sales and marketing teams to better segment their leads, prioritize high-value prospects, and create highly personalized outreach based on behavior and intent data, driving more effective engagement and improving conversion rates.

Prerequisites

Before configuring the Meta integration, ensure the following are in place:
  1. Meta Ad Account: You must have an active Meta Ad account set up.
  2. Ensure at least one Pearl Diver Audience is created: Ensure you have created the audience filter for the data you would like to send through the Meta integration and set the Action as Meta.

Step 1: Enable Meta Integration

  1. Go to your Dashboard: Log in to your Pearl Diver account and navigate to the Dashboard.
  2. Under Actions, favorite and select the Meta option.
  3. Click the "Enable" toggle: This will initiate the process to set up the integration.

  1. Click “Authorize”: A prompt will appear to authorize the integration. 

Step 2. Authorize Meta Integration

  1. A new window will open where you can authorize the Meta integration.
  2. Log into the Meta account you would like to use to authorize Pearl Diver. The account you choose must have access to the ad account you want Pearl Diver to upload your contact data to. Press the “Continue as…” button.
  3. Select the desired option for pages you want Pearl Diver to upload data. Press “Continue”.
  4. Select the desired option for the business you want Pearl Diver to upload data. It must hold the ad account to which you want us to upload data. Press “Continue”.
  5. You will then be shown a review page of your chosen settings. Press “Save”
  6. You will then be shown a confirmation page. Press “Got it
  7. You will see a Pearl Diver confirmation screen. Please close this tab. 
  8. Once you have closed the Authorization Successful tab, the dashboard page will retrieve a list of the ad accounts your chosen Meta account has access to. Select the ad account you would like us to upload your contact data to and press the “Select Account” button.

Step 3: Selecting Data to Send to Meta

You have successfully integrated your Meta account with Pearl Diver! Now connect your desired audience (or audiences) to Meta and watch the data flow. 
You can do this either by:
  1. Selecting On-site resolution data from your Pearl Diver Audiences
  2. Configuring your Meta Integration with Pearl Diver

How the Pearl Diver data will be displayed in Meta'sinterface?

There are two methods of delivery. By default any new accounts will be set to One to One.
  1. Many to One
  2. One to One
Info
For privacy reasons Meta only accepts uploads of SHA256 hashed emails. This means that the audience in meta contains no identifying information about your individual contacts. 

Many to One

Any Audiences sending data to Meta will be delivered to the "Pearl Diver" Custom Audience
  1. Click the Audiences button in the sidebar of the Meta ad manager on the side menu

  2. The Pearl Diver audience list will be present in the list of all audiences.
  3. Click the Pearl Diver audience to see information about the audience and the way it is being used. Navigate to the History tab to verify the records synced from Pearl Diver

One to One

Each Audiences sending data to Meta will be delivered to a Custom Audience with the same name.
i.e. Test Audience would be delivered to a Custom Audience called, "Test Audience."
  1. Click the Audiences button in the sidebar of the Meta ad manager on the side menu

  2. The Pearl Diver audience list will be present in the list of all audiences.
  3. Click the Pearl Diver audience to see information about the audience and the way it is being used. Navigate to the History tab to verify the records synced from Pearl Diver

What Happens To Existing Audiences When Switching:

If switching from many:1 to 1:1:

  1. Identify all connected audiences.
  2. For each audience:
    1. Create a corresponding audience/list/tag in Meta or Google if it doesn’t already exist.
    2. Map the Pearl Diver audience to the new destination audience.

If switching from 1:1 to many:1:

  1. Consolidate audiences in Meta/Google, and map all Pearl Diver audiences to the consolidated list.

Example Use Case in Pearl Diver:

User creates an audience in Pearl Diver for "High-Value Customers."
With 1:1 mapping, a Custom Audience is automatically created in Meta Ads with the same name.

Switching Mapping:
User switches from many:1 to 1:1 mapping for Meta Ads.
Pearl Diver identifies existing audiences and creates new Custom Audiences in Meta for each Pearl Diver audience.

Updating On-Site Resolution Audience Filters:

User modifies the "High-Value Customers" audience in Pearl Diver (e.g., changing filters).
The updates are synced to the corresponding audience/list/tag in Meta or Google.

FAQs

Q1. How do I enable 1:1 Web audience mapping for the Meta ads action?

When you authorize Meta Ads for the first time in Pearl Diver, the system defaults to 1:1 audience mapping. Once authorization is complete, you can start adding audiences, and each audience in Pearl Diver will be mapped individually to Meta Ads using the naming format "PDV | [Audience Name]".

Q2. Where can I change the audience mapping settings?

You can modify the audience mapping settings on the Actions page under the Audience Mapping section.

Q3. What happens when I change my audience mapping from 1:1 to many:1?

When you switch from 1:1 mapping to many:1, Pearl Diver will:
  1. Create (or update) a single audience/list in Meta Ads.
  2. Use the naming convention “Pearl Diver” for the audience/list.

Q4. What happens when I switch from many:1 to 1:1 mapping?

When switching from many:1 to 1:1, Pearl Diver will:
  1. Create new audiences/lists in Meta Ads for each audience already connected to the action (if they don’t already exist).

Q5. What happens if some audiences fail to be created when switching to 1:1?

  1. If any audience creation fails, an appropriate error message will be displayed.
  2. Pearl Diver will retry or prompt the user to manually verify the connection in Meta Ads.

Q6. What happens when I switch from 1:1 to many:1?

When switching from 1:1 to many:1, Pearl Diver will:
  1. Merge all connected audiences into a single Meta Ads audience/list.
  2. Use the naming convention: “Pearl Diver”.

Q7. What if an audience with the name ‘Pearl Diver’ already exists in Meta Ads?

Pearl Diver will update the existing “Pearl Diver” audience instead of creating a duplicate.

Q8. Will my existing audience data be lost during mapping changes?

No, audience data remains intact. Pearl Diver updates audiences dynamically in Meta Ads without deleting any data.

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