Set up automatic Google Customer Match Lists

In this article, we consider in detail Google Ads’ feature - Customer List. We will explain what it is, how it works, and how to set up an automated workflow for creating and populating the Customer List using the Customer Match tag for server GTM or Stape Conversion Tracking apps for CMS and CRMs.

Customer List is an audience targeting feature in Google Ads. It allows you to upload customer data (such as email addresses, phone numbers, and addresses) to Google's platform. The Customer Match lists are used in Smart Bidding and optimized targeting. When you create a campaign, you can use this data to target a specific audience or exclude some audience segment.

Customer List can be found and created in the Google Ads admin → Tools → Shared library → Audience manager → Create remarketing list → Customer List.

However, creating Customer Lists manually is inefficient - in this article, we show how to configure automated workflows with Customer Match for generating and populating Customer Lists.

Firstly, you provide the data to Google Ads. You can manually upload a CSV file that includes the data on your users or connect the data source from the list in Google Ads. 

Other options to provide data are by using the Customer Match tag for server GTM or the Stape Conversion Tracking apps for CMS/CRM (we describe their configuration in detail below). The benefit of these options is that you don’t need to do any manual actions, such as data gathering, formatting, and file upload in Google Ads. Everything is automated - creating the Customer List and adding user data to it.

Then, you set up or modify a campaign to execute the segment from the Customer List.

Regardless of the method you choose to create and fill the Customer List in Google Ads - Customer Match tag or CMS/CRM app, you will need the following:

To do it, log in to your Stape account → open the required container → Connections tab → click “Sign in” next to Data Manager API. Use a Google account with access to the Google Ads account for which you want to configure the Customer List.

For EU users, please check the Stape DPA, as activating the connection may transfer data outside the EU via Stape Inc.

You can complete the setup by installing the Customer Match tag or using Stape's CRM/CMS applications, select the best-fitting option below, and follow the instructions:

1. Download the Customer Match tag from GitHub and unzip the file.

2. In your server GTM container, go to the “Templates” section → next to “Tags” click “New” → “Import” and select the file you downloaded from GitHub.

3. Go to “Tags” → click “New” → select “Google Customer Match (Audiences)” as tag configuration.

4. Configure the tag.

4.1 Select Action - for the purpose of this article, we select “Add to Customer List,” but the tag can also remove data from the Customer List.

4.2 Product - by default, it is Google Ads.

4.3 Operating customer ID - the ID of the Google Ads account that will receive conversions. This should be set to the ID of the customer account. To get it, sign in to your Google Ads account → in the top right corner, click on your picture → copy the value. Make sure that you use the same account as you used for signing in to the Data Manager API Connection.

Please remove hyphens before using the string as the Operating customer ID.

4.4 Customer ID - stands for the ID of the account that you’re using for authorization. Based on the type of account, you should copy the following values.  Make sure that you use the same account as you used for signing in to the Data Manager API Connection.

Please make sure to remove hyphens before using the string as the customer ID.

4.5 Customer List Name - specify the name of the customer list you want to interact with.

Only customer lists created through the Stape connection are supported. You cannot interact with arbitrary customer lists.

When using Google products, the audience will appear with the name format: stape_<Customer List Name>. This customer list is created automatically by Stape during the integration process. For example, if you enter "Purchasers" in this field, the tag will interact with the customer list named stape_Purchasers in your Google product.

4.6 Terms of Service Status - this must be accepted for all uploads to Customer Match user lists. Google has a list of requirements for accessing Customer Match. You should have:

For more details on Google’s policy regarding Customer Match, please check their documentation.

4.7 Validate Only - if true, the request is validated but not executed. Only errors are returned, not results.

4.8 Use Optimistic Scenario - if true, the tag will call gtmOnSuccess() without waiting for a response from the API. This will speed up sGTM response time; however, your tag will always return the status fired successfully even if it is not.

4.9 Request-level consent - specify consent status for Ad User Data and Ad Personalization. User-level consent overrides request-level consent, and can be specified for each audience member when sending data to Multiple Users in the Audience Members section.

4.10 Audience member section.

- Audience Data Encoding - select the encoding type of the user identifiers: HEX or BASE64.

This field is required for UserData (User Email Address, User Phone Number, and User Given/Family Name) uploads. For other types (User Address Region and User Address Postal Code) uploads, this field is ignored.

Default: HEX - when passing a non-hashed value to UserData (User Email Address, User Phone Number and User Given/Family Name) fields; or when using default values from GA4 Event Data.

- Audience Data Encryption - the field stands for encryption of information for UserData (User Email Address, User Phone Number, and User Given/Family Name) uploads.

If not set, it's assumed that uploaded identifying information is hashed but not encrypted.

For other types (User Address Region and User Address Postal Code) uploads, this field is ignored.

- User Mode - select send data for a single user or for multiple users.

4.11 User Data Identifiers - specify the user data identifiers (max 10 items). Please note: at least one of the User Email Address(es), User Phone Number(s), or User Address must be specified.

5. Add a trigger for the tag.

If you are using WooCommerce, then consider configuring the Stape Conversion Tracking app for WooCommerce. You can set up creating and filling the Customer List in the tab “Customer Match”. After setting up, a new Customer List named stape_wp_purchasers will be created in Google Ads.

For the configuration, you will need to fill in the following fields:

- Container API Key - a string used for app identification. Find it in the Stape admin:

- sGTM section → select the container → Settings tab → Container API key.

- Google Ads Operating customer ID - the ID of the Google Ads account where the Customer List will be created or updated. This should be set to the ID of the customer account. To get it, sign in to your Google Ads account → in the top right corner, click on your picture → copy the value.

Please make sure to remove hyphens before using the string as the Operating customer ID.

- Google Ads customer ID - stands for the ID of the account that you’re using for authorization. Based on the type of account, you should copy the following values.

Please make sure to remove hyphens before using the string as the customer ID.

- User data - choose the data you want to fill the Customer List in Google Ads with: email, phone number, and/or address.

Please note: Address data will be included only if all four fields (First Name, Last Name, Region, Postal Code) have values.

- Consent - configure the consent. Choose from the dropdown consent status “Consent_granted”, “Consent_denied”, “Consent_status_unspecified”.

- Backfill - if you check this box, the app will sync existing contacts using the settings in the app above. When the unchecked box is selected, it will sync only new contacts that reach the configured statuses. Unchecking later doesn’t remove contacts already synced.

Once configured, click “Save changes”.

If you are using Shopify, then consider configuring the Stape Conversion Tracking app for Shopify. You can set up creating and filling the Customer List in the tab “Customer Match”. After setting up, a new Customer List named stape_shopify_purchasers will be created in Google Ads.

For the configuration, you will need to fill in the following fields:

- Container API Key - a string used for app identification.

- Find it in the Stape admin: sGTM section→ select the container → Settings tab → Container API key.

- Google Ads Operating customer ID - the ID of the Google Ads account where the Customer List will be created or updated. This should be set to the ID of the customer account. To get it, sign in to your Google Ads account → in the top right corner, click on your picture → copy the value.

Please make sure to remove hyphens before using the string as the Operating customer ID.

- Google Ads customer ID - stands for the ID of the account that you’re using for authorization. Based on the type of account, you should copy the following values.

Please make sure to remove hyphens before using the string as the customer ID.

- User data - choose the data you want to fill the Customer List in Google Ads with: email, phone number, and/or address.

Please note: Address data will be included only if all four fields (First Name, Last Name, Region, Postal Code) have values.

- Consent - configure the consent:

- Backfill - if you check this box, the app will sync existing contacts using the settings in the app above. When the unchecked box is selected, it will sync only new contacts that reach the configured statuses.

Once configured, click “Save”.

If you decide to use the Stape Conversion Tracking app for HighLevel, you can configure creating and filling the Customer List in the tab “Customer Match”. After setting up, a new Customer List will be created in Google Ads audiences.

For the configuration, you will need to fill in the following fields:

- Container API Key - a string used for app identification. Find it in the Stape admin:

- sGTM section → select the container → Settings tab → Container API key.

- Google Ads Operating customer ID - the ID of the Google Ads account where the Customer List will be created or updated. This should be set to the ID of the customer account. To get it, sign in to your Google Ads account → in the top right corner, click on your picture → copy the value.

Please make sure to remove hyphens before using the string as the Operating customer ID.

- Google Ads customer ID - stands for the ID of the account that you’re using for authorization. Based on the type of account, you should copy the following values.

Please make sure to remove hyphens before using the string as the customer ID.

- User data - choose the data you want to fill the Customer List in Google Ads with, and specify user and ads data consent status from the drop-down list. 

Please note: Address data will be included only if all four fields (First Name, Last Name, Region, Postal Code) have values.

- Actions & triggers - choose Action, Opportunity Status, and name a Customer List to be synced to. After configuring Customer Match in the HighLevel app, a Customer List will be created in Google Ads.

Please note: stape_ is always appended, and the name of the list must always start with “stape_”, e.g., “stape_highlevel_purchasers”. Enter the Customer List name without the “stape_” prefix, as it will be prepended automatically.

- Backfill - if you check this box, the app will sync existing contacts using the settings in the app above. When the unchecked box is selected, it will sync only new contacts that reach the configured statuses.

Once configured, click “Save and connect”.

If you decide to use the Stape Conversion Tracking app for HubSpot, you can configure creating and filling the Customer List in the tab “Customer Match”. After setting up, a new Customer List will be created in Google Ads audiences.

For the configuration, you will need to fill in the following fields:

- Container API Key - a string used for app identification. Find it in the Stape admin:

- sGTM section → select the container → Settings tab → Container API key.

- Google Ads Operating customer ID - the ID of the Google Ads account where the Customer List will be created or updated. This should be set to the ID of the customer account. To get it, sign in to your Google Ads account → in the top right corner, click on your picture → copy the value.

Please make sure to remove hyphens before using the string as the Operating customer ID.

- Google Ads customer ID - stands for the ID of the account that you’re using for authorization. Based on the type of account, you should copy the following values.

Please make sure to remove hyphens before using the string as the customer ID.

- User data - choose the data you want to fill the Customer List in Google Ads with, and specify user and ads data consent status from the drop-down list. 

Please note: Address data will be included only if all four fields (First Name, Last Name, Region, Postal Code) have values.

- Actions & triggers - choose Action, Opportunity Status, and name a Customer List to be synced to. After configuring Customer Match in the HubSpot app, a Customer List will be created in Google Ads.

Please note: stape_ is always appended, and the name of the list must always start with “stape_”, e.g., “stape_hubspot_purchasers”. Enter the Customer List name without the stape_ prefix, as it will be prepended automatically.

- Backfill - if you check this box, the app will sync existing contacts using the settings in the app above. When the unchecked box is selected, it will sync only new contacts that reach the configured statuses.

Once configured, click “Save and connect”.

Setting up automated Customer Lists in Google Ads using the Customer Match tag or Stape’s CMS/CRM apps significantly simplifies the audience targeting. By replacing manual uploads with automated syncing, you ensure your campaigns always use up-to-date customer data. 

Whether you're using the server GTM tag or Stape’s apps for WooCommerce, Shopify, HighLevel, or HubSpot, these integrations help you create and populate the Customer List in Google Ads.