Automating NetSuite customer lifetime value updates to Facebook Ads for lookalike audience optimization

using Coefficient excel Add-in (500k+ users)

Automate NetSuite customer lifetime value sync to Facebook Ads for better lookalike audiences. Calculate real-time CLV and optimize ad targeting automatically.

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You can automate NetSuite customer lifetime value updates to Facebook Ads by creating data pipelines that calculate real-time CLV metrics and push high-value customer profiles to Facebook for lookalike audience optimization.

This approach ensures Facebook’s machine learning algorithms work with your most valuable customer data instead of outdated CLV calculations.

Create automated CLV-based Facebook audience optimization using Coefficient

Coefficient enables sophisticated CLV analysis by combining NetSuite customer and transaction data in spreadsheets. You can calculate lifetime value, purchase frequency, and recency metrics, then automatically update Facebook Custom Audiences with your highest-value customer segments from NetSuite .

How to make it work

Step 1. Import customer and transaction data from NetSuite.

Use Coefficient’s Records & Lists method to pull customer records and transaction history. For complex CLV analysis, use the SuiteQL Query feature to join customer and transaction tables, creating comprehensive datasets with purchase history and customer details.

Step 2. Calculate CLV metrics using spreadsheet formulas.

Build formulas that calculate customer lifetime value, average order value, purchase frequency, and recency scores. Create columns for total revenue per customer, months since last purchase, and predicted future value based on historical patterns stored in NetSuite .

Step 3. Segment high-value customers.

Apply filters to identify your top CLV customer segments. Set thresholds for high-value customers based on total lifetime value, recent purchase behavior, or predicted future value. Create separate segments for different value tiers.

Step 4. Format data for Facebook Custom Audiences.

Transform your high-value customer data into Facebook’s required format. Hash email addresses using SHA-256 functions and ensure phone numbers meet E.164 standards. Create clean customer lists ready for Facebook audience upload.

Step 5. Set up automated CLV refreshes.

Configure Coefficient to refresh your CLV calculations daily or weekly depending on your transaction volume. Use automated workflows to push updated high-value customer lists to Facebook whenever CLV calculations change significantly.

Optimize Facebook targeting with real-time CLV data

This automation ensures your Facebook lookalike audiences are built from customers with proven high lifetime value, improving ad targeting effectiveness and reducing customer acquisition costs. Start optimizing your Facebook audiences with NetSuite CLV data.

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