--- name: retargeting-sequence-designer description: Design multi-stage retargeting funnels with recency windows, sequential messaging, frequency caps, and exclusion lists across platforms. Use when a user wants to build a retargeting or remarketing funnel, segment audiences by recency, or stop over-serving ads to the same people. --- # Retargeting Sequence Designer Retargeting works when recency drives the message and exclusions stop the waste. One "all visitors 30 days" audience with one ad is not a funnel; it is a frequency complaint generator. Confirm the account and existing audiences first: `list_connected_accounts`, `list_audiences`. ## 1. Map stages to intent Define the conversion goal, then split visitors by how close they got: - **Stage 1:** all site visitors (awareness reinforcement) - **Stage 2:** engaged visitors (product or offer pages, 2+ pages) - **Stage 3:** high-intent (cart, order, demo page) - **Stage 4:** abandoners (started the conversion, did not finish) Allocate the proposed budget by intent and audience size. Check `get_pixel_health` and **conversion-tracking** before relying on event-based audiences; verify actual membership with `list_audiences` or platform exports. ## 2. Segment by recency, with mutual exclusion - **Hot (0-3 days):** highest bids, direct CTA and urgency, up to 3 impressions/day, ~35% of budget. - **Warm (4-14 days):** social proof and case studies, up to 2/day, ~30%. - **Cool (15-30 days):** value proposition refresh, 1/day, ~20%. - **Cold (31-90 days):** new features and win-back offers, ~3/week, ~15%. Each window must exclude every shorter window, or the hot audience gets triple-served by every campaign at once. ## 3. Sequence the message Sequence messages by recency and intent: reminder, evidence, relevant offer, then a different angle. Avoid fabricated urgency. Write text variants with `create_ad_copy`, select existing approved assets with `list_creative_assets`, and use **creative-testing** to assess results. ## 4. Build the exclusions Mandatory, on every retargeting campaign: - Purchasers and converters, 30 days minimum, 90 recommended. - Existing customers, unless the approved campaign explicitly targets them. - Junk traffic: sub-5-second bounces, careers-page visitors. Have the account owner refresh customer suppression lists and exclusions in the platform UI. Confirm existing audience IDs with `list_audiences` before adding them to supported plan fields. ## 5. Coordinate across platforms Assign roles so platforms complement instead of pile on: Google Display/YouTube for reach, Meta for social proof, LinkedIn for B2B decision-makers, TikTok for short-form. Cap total cross-platform exposure around 5-8 impressions/day per user by capping each platform individually (Meta and Reddit 2-3/day, LinkedIn 1-2/day, Display 3-5/day). Upload the same suppression list everywhere so a converter disappears from all platforms, not just one. ## 6. Launch and monitor Prepare per-stage campaigns with `create_campaign_plan` and `upsert_plan_entity`, then follow **launch** for preflight and explicit approval. Review results weekly with the supported platform performance tools: - Frequency above ~8/week per user: tighten windows or cut budget. - CTR falling 20%+ week over week: creative fatigue, rotate the stage's ads. - Check that retargeting credit is real, not just last-touch harvesting — `get_attribution` and, when spend is material, an incrementality test (see **attribution**). ## Rules - No stage without an exclusion. Overlapping windows are self-competition you pay for. - Recency beats everything: a 0-3 day cart abandoner converts at many times the rate of a 60-day visitor. Bid like it. - Rotate creative per stage; a five-touch sequence with one ad is one touch, five times. - Retargeting looks cheap on last-click. Judge it on incremental CPA before scaling (see **optimize**).