Ad Platforms (Meta)

Use Fast Track segmentation to automatically update custom audiences in your ad networks. This is your go-to guide on how to enable the feature in Fast Track CRM.

Introduction

The integration of Meta Custom Audiences into your Fast Track CRM system enables seamless synchronization of customer data for targeted advertising on Meta platforms (Facebook, Instagram, Messenger). This allows marketing teams to automate and personalize ad campaigns based on Fast Track segments and engagement history.
Fast Track will share encrypted personal data, according to Meta guidelines. The following personal data will be sent as part of the integration:
  1. First Name
  2. Last Name
  3. Address
  4. Phone number
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Getting set up

Setting Up Custom Audiences Integration With Meta

To enable us to create and manage custom audiences on your behalf via Meta’s Marketing API, we require the following from your side. These steps ensure we have the appropriate access and visibility to securely manage and validate audience delivery in your Meta Ad Account.

Share the required credentials from your Meta business account

  1. Generate and Share a Meta System User Token
    1. Why it's needed: The system user token allows our system to authenticate and interact with Meta's Marketing API on your behalf. This token must be associated with your Meta Business Manager and have the necessary permissions to manage custom audiences.
    2. How to do this: Please refer to the “Generating a System User Token in Meta” section below for detailed steps.
    3. What to provide us:
      1. Your Meta system user token
      2. Your Meta Ad Account ID
Once this step is completed, we’ll be able to fully set up the custom audience sync process to your Meta Ad Account.

Generating a System User Token in Meta

This guide will walk you through setting up a Facebook App, creating a Business System User, assigning permissions and generating a token Fast Track will be able to use to communicate with Meta's Graph/Marketing API to create and modify custom audiences.

⚙️ Step 1: Create a Facebook App

  1. Visit: https://developers.facebook.com/apps​
  2. Click “Create App”
  3. Select Business as the app type
  4. Fill in:
  1. App Name (e.g. CRM Integration)
  2. Contact Email
  3. Business Manager (must be selected)
  1. Click Create App
Ensure the app is associated with your Business Manager or system users won't work.

🧾 Step 2: Complete Business Verification

  1. Go to the App Dashboard > Settings > Business Settings
  2. If not already done, complete Business Verification
  1. Provide legal info, tax ID, or documents
  2. Review may take several days

👤 Step 3: Create a System User

  1. Visit: https://business.facebook.com/settings​
  2. Navigate to: System Users
  3. Click “Add”
  4. Enter a name (e.g. CRM Bot)
  5. Set Role: Admin
  6. Click Create

🔐 Step 4: Assign the App to the System User

  1. In System Users, select your newly created user
  2. Click “Add Assets”
  3. Select “Apps”
  4. Choose your app
  5. Set Role: Admin
  6. Click Save Changes

💼 Step 5: Assign Ad Account or Other Assets

  1. Click “Add Assets” again for the same system user
  2. Choose Ad Accounts
  3. Assign with permission: Manage Ad Account
  4. (Optional) Add access to Pixels, Catalogs, etc.
  5. Click Save Changes

🔑 Step 6: Generate a System User Access Token

  1. Still under System Users, select the user
  2. Click “Generate Token”
  3. Select your app
  4. Choose the required permissions:
  1. ads_management
  2. ads_read
  1. Click Generate Token
✅ This token is long-lived and will not expire unless manually revoked.

🔍 Step 7: Verify the Token

To verify if the access token works, you can use the following curl request in Postman or command window/terminal. Replace AD_ACCOUNT_ID with your ad account ID and SYSTEM_USER_TOKEN with the generated token:
If the response contains the ID of a newly created custom audience, the system user token works correctly.
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