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Custom Audiences

Upload a custom list of contacts to target with your ad.

Written by Toni Thom

Below is a polished public help document you can use for Walled Garden.


What They Are, When to Use Them, and Best Practices

Custom Audiences let you reach people on Facebook and Instagram who already have a connection to your business, brand, database, website, or past marketing activity.

Instead of relying only on broad targeting, Custom Audiences help you advertise to people who may already know you, have interacted with you, or exist in a list you are legally allowed to use for marketing.

In Walled Garden, Custom Audiences can be especially helpful for real estate agents, mortgage professionals, title companies, brokerages, and marketing teams that want to stay visible to their sphere of influence, past clients, leads, geographic farm lists, website visitors, or event attendees.

What Is a Custom Audience?

A Custom Audience is a CSV file of people you can use when running ads.

Depending on your setup, a Custom Audience may be created from:

  • A customer or contact list

  • Website visitors

  • Facebook Page engagement

  • Instagram account engagement

  • Video viewers

  • Lead form openers or submitters

  • Past ad engagement

  • CRM or lead database segments

  • Geofarming lists

For example, a real estate agent might upload a list of past clients, sphere contacts, or homeowners in a geographic farm. A mortgage lender might create an audience of past borrowers, referral partners, or leads who downloaded a guide. A brokerage might create an audience of agents who attended a webinar or visited a recruiting page.

When Should You Use a Custom Audience?

Custom Audiences are best used when you want to reach warmer, more relevant people rather than starting from scratch with a cold audience.

Use a Custom Audience when you want to:

1. Stay in front of your sphere of influence

Your sphere already knows you. Running consistent brand, listing, market update, or educational ads to this group can help keep you top of mind.

Good examples:

  • Past clients

  • Friends and family

  • Referral partners

  • Newsletter subscribers

  • Open house visitors

  • Long-term nurture leads

2. Promote listings to people who may already trust you

If you have a list of local contacts, past buyers, or prospects, you can use a Custom Audience to increase visibility for new listings, open houses, just sold campaigns, or market updates.

For housing-related ads, be sure your campaign follows Meta’s Special Ad Category requirements. Housing ads have additional audience restrictions designed to prevent discriminatory targeting. (Facebook)

3. Geographic farming

If you have a homeowner list for a farm area, a Custom Audience can help you stay visible to people in that community.

Best uses include:

  • Market update ads

  • “Just listed” and “just sold” visibility

  • Home value education

  • Neighborhood guides

  • Local expertise campaigns

  • Community event promotions

For real estate, avoid using Custom Audiences in a way that could be discriminatory or designed to bypass housing ad restrictions.

4. Build brand awareness with a known list

Sometimes the best use of an audience is simply to make sure the right people repeatedly see your name, face, listings, testimonials, and local expertise.

When Not to Use a Custom Audience

Custom Audiences are powerful, but they are not always the right fit.

You may not want to use a Custom Audience when:

  • Your list is too small

  • Your list is outdated

  • You do not have permission to use the contacts for advertising

  • The list contains sensitive or restricted data

  • You are trying to reach a broad new market

  • You are running a campaign where Meta’s broader targeting may perform better

  • You are in a Special Ad Category and the audience may not comply with Meta’s rules

Best Practices for Custom Audiences

Use clean, permission-based data

Only upload lists you have the right to use.

Good list sources may include:

  • People who opted into your database

  • Past clients

  • Active leads

  • Event registrants

  • Newsletter subscribers

  • CRM contacts you are allowed to market to

  • Geofarmed lists

Avoid purchased lists, scraped lists, or lists where people would not reasonably expect to hear from you.

Keep your lists updated

Old lists often perform poorly.

Before uploading, remove:

  • Invalid email addresses

  • Duplicate contacts

  • People who opted out

  • Contacts who are no longer relevant

  • Old or stale lead data

A clean list helps Meta match more people and helps your campaigns perform better.

Segment your audiences by intent

Not every contact should receive the same ad. Instead of creating one large list for everyone, consider segmenting by relationship or intent.

Examples:

  • Past clients

  • Buyer leads

  • Seller leads

  • Home valuation leads

  • Open house visitors

  • Past borrowers

  • Realtor partners

  • Recruiting prospects

  • Event attendees

  • Geographic farm contacts

  • Website visitors from the last 30 days

  • Website visitors from the last 180 days

The more relevant the ad is to the audience, the better the user experience.

Match the message to the audience

A warm audience should not always receive the same message as a cold audience.

For example:

  • Past clients may respond well to referral, market update, or home anniversary messaging.

  • Seller leads may respond well to home value, equity, or “what homes are selling for near you” messaging.

  • Buyer leads may respond well to new listing alerts, neighborhood guides, or financing education.

  • Agent partners may respond well to co-branded listing promotion, borrower lead generation, or open house support.

  • Recruiting prospects may respond well to proof, testimonials, culture, and business growth messaging.

Custom Audiences work best when the ad feels relevant to why that person knows you, or is learning about you for the first time.

Use Custom Audiences for nurture, not just direct response

Many advertisers only use Custom Audiences when they want an immediate lead.

That is a mistake.

Some of the best Custom Audience campaigns are simple visibility campaigns that keep your brand present over time.

Examples:

  • Monthly market update

  • Recently sold homes

  • Community involvement

  • Educational videos

  • Client success stories

  • Listing exposure

  • Local event promotion

  • “Did you know?” homeowner tips

This is especially useful for real estate, mortgage, and title businesses where trust and timing matter.

Refresh audiences regularly

Your audience should not be a one-time upload that sits untouched forever.

A good rhythm:

  • Update active CRM lists monthly

  • Update farm lists quarterly

  • Refresh event lists after each event

  • Remove unsubscribed or unqualified contacts

  • Create new segments as your campaigns evolve

For larger teams or brokerages, it may be helpful to establish a standard process for who owns list updates and how often they happen.

Avoid over-targeting small audiences

Very small audiences may limit delivery.

If an audience is too small, Meta may struggle to spend the budget or find enough people to deliver efficiently.

When possible, use Custom Audiences as part of a broader strategy:

  • Warm audience campaigns for nurture

  • Broader compliant audiences for reach

  • Retargeting audiences for follow-up

  • Creative and copy that help Meta understand who should engage

Be careful with sensitive categories

Do not create or upload audiences based on sensitive personal attributes.

Avoid lists that are built around:

  • Race or ethnicity

  • Religion

  • Health status

  • Disability

  • Age-restricted assumptions

  • Financial hardship

  • Credit status unless fully compliant

  • Any protected class or sensitive characteristic

For housing, employment, and financial services, extra care is required because these fall under Meta’s Special Ad Category rules. Meta’s Advertising Standards prohibit discriminatory practices and require advertisers to comply with applicable laws.

Custom Audiences and Housing Ads

Most real estate-related ads are considered housing ads.

This may include ads for:

  • Homes for sale

  • Open houses

  • New construction

  • Rental properties

  • Real estate services

  • Home valuation offers

  • Seller lead generation

  • Buyer lead generation

  • Mortgage or financing connected to housing

  • Housing-related investment opportunities

Walled Garden is designed to help simplify the real estate ad process, but the advertiser is still responsible for making sure the data, message, offer, and campaign are appropriate for their business and market.

Recommended Custom Audience Ideas

For real estate agents

  • Sphere of influence

  • Past clients

  • Buyer leads

  • Seller leads

  • Open house attendees

  • Home valuation leads

  • Newsletter subscribers

  • Geographic farm homeowners

  • Website visitors

  • Facebook and Instagram engagers

  • Video viewers

For mortgage professionals

  • Realtor partners

  • Past borrowers

  • Refinance leads

  • Purchase leads

  • Event attendees

  • Homebuyer guide downloads

  • Webinar registrants

  • Website visitors

  • Agent co-marketing lists, when permitted

  • CRM nurture lists

For title companies

  • Real estate agent partners

  • Escrow officers’ agent relationships

  • Event attendees

  • CE class registrants

  • Past campaign participants

  • Recruiting or relationship-building audiences

  • Website visitors

  • Social media engagers

For brokerages and teams

  • Agent recruiting prospects

  • Past webinar attendees

  • Existing agent roster

  • Office event attendees

  • Leads generated by team campaigns

  • Website visitors

  • Video viewers

  • Referral partner lists

Example Campaign Strategies

Sphere nurture campaign

Audience: Past clients and sphere contacts
Goal: Stay top of mind
Ad ideas:

  • Monthly market update

  • “What your home may be worth now”

  • Local homeowner tips

  • Client success story

  • Community involvement post

Listing visibility campaign

Audience: Local sphere, farm list, or retargeting audience
Goal: Increase exposure for a listing
Ad ideas:

  • Just listed

  • Open house

  • Price improvement

  • New construction spotlight

  • Neighborhood feature

Seller education campaign

Audience: Homeowner list, seller leads, website visitors
Goal: Generate seller conversations
Ad ideas:

  • Home value report

  • “What homes are selling for near you”

  • Equity checkup

  • Downsizing guide

  • Preparing your home for market

Agent partner campaign

Audience: Realtor partners or referral agents
Goal: Strengthen partner relationships
Ad ideas:

  • Co-branded listing promotion

  • Open house traffic campaign

  • Borrower lead strategy

  • Listing ad case study

  • Agent success story

Recruiting campaign

Audience: Agent prospects, event attendees, website visitors
Goal: Attract agents to a team or brokerage
Ad ideas:

  • Agent testimonial

  • Culture video

  • Business growth story

  • Lead generation support offer

  • Marketing platform advantage

Common Mistakes to Avoid

Avoid these mistakes when using Custom Audiences:

  • Uploading old or unpermissioned lists

  • Using one generic message for every audience

  • Creating audiences that are too small

  • Trying to bypass Special Ad Category restrictions

  • Using sensitive or protected-class data

  • Forgetting to refresh the list

  • Running only lead generation ads and never nurture ads

  • Sending cold messaging to warm contacts

  • Ignoring frequency and ad fatigue

  • Using misleading or overly aggressive copy

How to Think About Custom Audiences

A Custom Audience is not just a targeting tool.

It is a relationship tool.

The best campaigns use Custom Audiences to continue conversations with people who already have some connection to you. That could mean educating them, reminding them, inviting them, informing them, or giving them a useful reason to take the next step.

For real estate, mortgage, title, and brokerage marketing, Custom Audiences are most effective when they are used consistently over time.

The goal is not always to get an immediate lead today.

The goal is to become the person, brand, or company they remember when the timing is right.

Final Recommendations

For most Walled Garden users, Custom Audiences are best used for:

  • Sphere-of-influence advertising

  • Past client nurture

  • Geographic farming

  • Listing exposure

  • Retargeting

  • Event follow-up

  • Agent partner marketing

  • Recruiting campaigns

  • Long-term brand awareness

Use clean data. Keep your lists updated. Match your message to the audience. Follow Meta’s rules. And remember that Custom Audiences work best when they support a larger marketing strategy, not when they are treated as a one-time campaign shortcut.

Custom Audiences help you advertise with more relevance, more familiarity, and more intention. For many businesses, that is where the best long-term results begin.

Custom Audience List Template

When preparing a Custom Audience list for upload, we recommend using a clean spreadsheet with one contact per row and clearly labeled columns.

At minimum, your list should include as much identifying information as possible so Meta can match your contacts to Facebook and Instagram users.

Recommended columns:

First Name

Last Name

City

State

Zip

Phone Number

Jane

Smith

Albuquerque

NM

87107

505-555-1234

Robert

Garcia

Rio Rancho

NM

87124

505-555-5678

You may also include an email address when available. If you have both an email address and phone number, that is great and may help improve match quality. However, having both is no longer required.

A strong Custom Audience list may include:

  • First name

  • Last name

  • City

  • State

  • ZIP code

  • Phone number

  • Email address, if available

Before uploading your list, make sure the data is accurate, permission-based, and formatted consistently. Remove duplicates, outdated contacts, invalid phone numbers, and anyone who has opted out of marketing communications.

The cleaner your list is, the better chance Meta has of matching your contacts and delivering your ads to the right audience.

Where to upload your audiences:

Targeting > Custom Audiences > Upload A New Audience

OR

Pages > Social Media > Custom Audiences

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