Meta Retargeting for GHL intent, visitors, video viewers, email list
TLDR
Build three warm audiences, pricing page visitors, Meta video viewers and non-buyers on your list. Run simple creative that mirrors their last action, show the math, and time-box your bonus. Exclude paid users. Cap frequency. Track verified paid as the primary conversion.
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Reality check
- You cannot retarget YouTube viewers directly on Meta. Route them through your website visits with UTM rules or run native Meta video to seed video-view audiences.
- Using brand names in ad text can trigger trademark issues. Keep ad copy generic and do the brand work on the landing page with a clear affiliate disclosure.
Goal
Turn warm attention into verified trials and paid plans with low CPM reach, tight message match and minimal creative overhead.
What you set up
- One campaign with 3 ad sets, pricing visitors, Meta video viewers, non-buyer email list
- Three to five creatives, static, short UGC, carousel, one 15-30s Reel
- One lightweight landing page, verdict first, pricing math, bonus rules, CTA
- One KPI board, reach, frequency, LP views, trials, paid, CPA to paid, EPC, RPM
Audiences
- Pricing and comparison visitors, last 30 days
- Source, pixel or CAPI, URL contains /pricing, /vs, /alternative
- Exclude verified_buyer and refunded tags
- Meta video viewers, last 7 to 30 days
- Source, 25 percent or 50 percent viewers of your FB or IG videos about setup, pricing, or features
- Exclude site visitors who already hit the CTA page
- Email list warm, not paid
- Source, hashed upload or CRM sync, trial started equals yes, verified_buyer equals no
- Sub-segment by last open or click
Optional
- High-intent 7 day slice for fast pushes
- 60 day recency with low frequency for long tail
Structure
- Campaign, Conversions objective
- Ad set A, Pricing-Visitors-30d, Optimize for verified paid or trial start if sample size is small
- Ad set B, Meta-Video-Viewers-7-30d
- Ad set C, Email-Warm-Not-Paid
- Placements, Advantage+ placements on, throttle frequency with budgets and creative rotation
- Budget, start low, 10 to 20 CAD per ad set, scale only when CPA to paid holds
Creative, brand safe and direct
Copy frameworks
- Pricing prompt, “See plans, real monthly totals, and a setup checklist”
- Outcome prompt, “Publish one funnel, connect email and start tracking this week”
- Safety prompt, “Move in 5 steps without losing contacts or DNS settings”
- Bonus prompt, “Limited redemptions per month, bonus after verification”
Visuals
- Static, clean feature collage, pricing math strip, CTA button motif
- UGC 20 to 30s, face to camera, 1 quick win, one line CTA
- Carousel, 1 card per feature, funnels, inbox, automations, reviews
- Reel, fast cuts, cursor zooms, on-screen steps 1-2-3
On-image text
- “Pricing and plans, no fluff”
- “One login, CRM plus funnels”
- “Start trial, then verify for bonus”
Landing page match
- H1 mirrors ad promise, pricing and plans
- Above the fold verdict bar and CTA
- Pricing math with typical email and SMS volumes
- Bonus summary with verification rule
- How it works and a short FAQ
Frequency and pacing
- Target 1.0 to 2.0 average frequency per 7 days on 30-day pools
- Rotate creatives weekly on small pools to avoid fatigue
- Use 7-day pools for short deadline pushes, 30-day pools for always-on
Exclusions
- Verified_buyer tag
- Refund processed tag for 30 days
- Suppression list for hard bounces or unsubscribes
Measurement
- Primary, verified paid
- Secondary, trial start and LP view
- Micro events, pricing section viewed, CTA click, FAQ open
- Cohorts, 7-day and 30-day by audience and creative type
UTM and subid conventions
- utm_source=meta, utm_medium=remarketing, utm_campaign=pricing-retarget or video-retarget
- utm_content=creative_id or hook, subid1=audience, subid2=placement, subid3=variant
Automation blueprint in GoHighLevel
- Webhook captures utm_* and subid_* on first hit
- If trial started, apply trial tag and route to the correct email track, 7, 14, or 30 day
- If verified paid, apply verified_buyer, deliver bonus vault, start 7-day setup emails
- If 72 hours idle during trial, send one short SMS nudge
- If refund requested, suppress from retargeting audiences
KPIs to watch
- LP view rate from clicks, 70 percent plus
- Trial CVR from LP, 12 to 20 percent on engaged traffic
- Paid CVR from trials, 25 percent plus with bonus in place
- CPA to paid inside target within 2 to 3 weeks
- RPM per 1,000 impressions trending up as you rotate winners
Testing plan
- Hook test, pricing vs outcome
- Format test, static vs UGC short vs carousel
- Deadline test, bonus cap message vs plain CTA
- Audience window test, 7-day vs 30-day
- Placement bias test, Reels heavy vs Feeds heavy
Troubleshooting
- High CTR but low LP views, fix slow pages and remove heavy scripts
- LP views but no trials, push CTA higher, add proof row, simplify bonus copy
- Trials but low paid, cut bonus to two strongest items and schedule a setup call sooner
- Rising frequency, expand recency window or add fresh creative
- Small pools, consolidate to one ad set and rotate creatives faster
Compliance and brand safety
- Do not claim to be official. Avoid “official site” and earnings claims
- Keep the brand name out of ad text unless you have written permission
- Keep affiliate disclosure clear on the landing page, above the first CTA
- Follow Meta’s ad policies for data use and lead claims
CTA blocks to paste
- Primary, See pricing and start trial
- Secondary, What is included in each plan
- Text note, Bonus delivered after verification
FAQ
Can I retarget YouTube viewers on Meta
Not directly. Build website audiences with UTMs from YouTube or run Meta videos to create video-view audiences.
What audience size do I need
Aim for 1,000 plus in each pool to avoid fast fatigue. If smaller, rotate creatives weekly and widen recency.
Should I use Advantage+ placements
Yes. Start with it on. If costs spike, split out Reels or Feeds to test.
What budget makes sense to start
10 to 20 CAD per ad set. Scale only when CPA to paid and EPC hold.
How do I keep ads brand safe
Use generic copy in ads, mention brand on the landing page with a clear disclosure and factual comparisons.
What if frequency climbs too high
Lower budgets, expand recency windows, add fresh creatives, and exclude recent clickers for 3 days.
✅ 🚀 Get the SaaSPRENEUR Local Hero Playbook!
Launch your white-label SaaS business with a proven system.
Step-by-step setup. Built-in workflows. Real sales strategies.