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brainbytes-devbrainbytes-dev/everything-claude-marketing/skills/paid-ads/retargeting/SKILL.md

retargeting

Skill9 starsChanged 8 months agoMITView on GitHub

Design retargeting strategies across platforms to re-engage website visitors and customers. Use when building remarketing campaigns.

We split this skill into the rules it gives an agent

19 rules. About 0 are common, 19 are distinctive, and 0 are very specific to this project.

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    Common · estimate

    Many files like this have a rule of this kind.

  • ≈19

    Distinctive · estimate

    This author's own choices. Worth a look.

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    Very specific

    Tied to their project's names, files or tools. Probably skip.

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  • Distinctive
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  1. Distinctive:

    Use this skill when:

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  2. Distinctive:

    Before building retargeting campaigns, clarify:

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  3. Distinctive:

    Exclusions are as important as inclusions: Always exclude people who already converted.

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  4. Distinctive:

    Dynamic retargeting for e-commerce is table stakes: If you sell products online and aren't using dynamic retargeting, you're leaving …

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  5. Distinctive:

    Create segments for each window and adjust messaging and bids:

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  6. Distinctive:

    Meta: No direct frequency cap — control via budget and audience size

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  7. Distinctive:

    Instead of showing the same ad repeatedly, tell a story across multiple ad exposures.

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  8. Distinctive:

    If someone converts at any stage, immediately exclude from remaining sequence

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  9. Distinctive:

    Not all platforms support true sequential delivery — time-based windows are the closest approximation

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  10. Distinctive:

    Run retargeting across multiple platforms to maintain visibility without exhausting any single platform's audience.

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  11. Distinctive:

    Unified measurement: Use a central analytics tool (GA4, multi-touch attribution) to measure cross-platform impact.

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  12. Distinctive:

    Budget allocation: Put more retargeting budget on platforms where your audience spends more time.

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  13. Distinctive:

    Place a tracking pixel on the conversion confirmation page (thank you page, order confirmation)

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  14. Distinctive:

    When the pixel fires, the user is added to a "converted" audience

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  15. Distinctive:

    All retargeting campaigns exclude the "converted" audience

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  16. Distinctive:

    Update burn audiences in real time where possible

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  17. Distinctive:

    Test burn pixels regularly — a broken burn pixel wastes budget fast

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  18. Distinctive:

    Test new angles, not just new images

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  19. Distinctive:

    Before launching retargeting campaigns, verify:

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≈ “Common” is an estimate: at least 1 in 5 of the 308,232 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Retargeting Strategy

When to Activate

Use this skill when:

  • Building remarketing campaigns across any ad platform
  • Segmenting retargeting audiences by behavior and intent
  • Designing sequential retargeting (story-based ad journeys)
  • Setting up dynamic retargeting for e-commerce
  • Determining frequency caps and retargeting windows
  • Planning cross-platform retargeting strategies
  • Recovering abandoned carts or incomplete signups

First Questions

Before building retargeting campaigns, clarify:

  1. What tracking is in place? (Pixels, CAPI, tag manager, cookie consent)
  2. What is the monthly website traffic? (Determines retargeting audience size)
  3. What is the conversion funnel? (What pages/actions define intent levels?)
  4. What platforms will retargeting run on? (Meta, Google, LinkedIn, programmatic)
  5. What is the product consideration cycle? (Hours, days, weeks, months)
  6. Is this B2B or B2C? (Affects window lengths and messaging)
  7. What creative assets are available for retargeting ads?
  8. Is there a product catalog for dynamic retargeting?

Core Rules

  1. Retargeting is not stalking. Just because someone visited your site doesn't mean they want to see your ad 50 times. Respect frequency limits.
  2. Segment by intent, not just visit. Someone who visited your pricing page has different intent than someone who read a blog post. Treat them differently.
  3. Recency matters enormously. Someone who visited yesterday is 10x more likely to convert than someone who visited 30 days ago.
  4. Exclusions are as important as inclusions. Always exclude people who already converted. Never waste budget retargeting customers for the product they already bought.
  5. Sequential messaging beats repetitive messaging. Tell a story across ads instead of showing the same ad repeatedly.
  6. Retargeting amplifies what prospecting starts. It's not a standalone strategy — it depends on traffic flowing into the funnel.
  7. Dynamic retargeting for e-commerce is table stakes. If you sell products online and aren't using dynamic retargeting, you're leaving revenue on the table.

Retargeting Audience Segmentation

By Page Visited

AudienceDefinitionIntent LevelMessage Strategy
Homepage visitorsVisited homepage onlyLowBrand story, value proposition, content offer
Category/product pageViewed specific products or categoriesMediumProduct benefits, social proof, comparison content
Pricing page visitorsVisited pricing/plans pageHighOvercome objections, demo offer, trial extension
Cart abandonersAdded to cart, didn't purchaseVery HighCart reminder, urgency, incentive
Checkout abandonersStarted checkout, didn't completeHighestPayment trust signals, support offer, small discount
Blog/content visitorsRead articles or resourcesLow-MediumDeeper content, lead magnet, newsletter
Case study/testimonial viewersRead social proof pagesMedium-HighRelated case studies, demo CTA

By Time on Site / Engagement Depth

BehaviorSegmentStrategy
Bounced (under 10 seconds)Low intent — exclude or use awareness messagingBrand intro or exclude from retargeting
30+ seconds on siteModerate interestValue proposition, content offer
2+ minutes on siteHigh interestProduct detail, social proof, demo
Visited 3+ pagesActive researchComparison content, free trial
Returned visitor (2+ sessions)Strong interestDirect conversion offer

By Actions Taken

ActionSegmentStrategy
Downloaded lead magnetMarketing qualifiedNurture sequence, case studies
Watched demo videoSales interestBook a call, free trial
Started free trialActive evaluationFeature education, success stories
Submitted form but didn't convertHot leadFollow-up, objection handling
Previous purchaserCustomerCross-sell, upsell, loyalty

Retargeting Windows

The retargeting window is how long after a website visit someone remains in your audience. Shorter windows = hotter audiences. Longer windows = cooler but larger audiences.

Window Strategy by Consideration Cycle

Product TypeConsideration CycleRecommended Windows
Impulse purchase (B2C)Hours to 2 days1, 3, 7 days
Moderate B2C (fashion, electronics)3-14 days3, 7, 14, 30 days
High-value B2C (furniture, travel)14-60 days7, 14, 30, 60 days
B2B SaaS (low-ticket)7-30 days7, 14, 30, 60 days
B2B enterprise30-180 days14, 30, 60, 90, 180 days

Layered Window Strategy

Create segments for each window and adjust messaging and bids:

Window 1: 1-3 days (hottest)
  Bid: Highest
  Message: Direct conversion CTA, cart reminder, urgency
  Frequency: Higher tolerance (4-5 impressions/day)

Window 2: 4-7 days
  Bid: High
  Message: Social proof, objection handling
  Frequency: Moderate (2-3 impressions/day)

Window 3: 8-14 days
  Bid: Medium
  Message: Value reinforcement, new angle
  Frequency: Moderate (1-2 impressions/day)

Window 4: 15-30 days
  Bid: Lower
  Message: Re-engagement, new content, special offer
  Frequency: Low (1 impression/day)

Window 5: 31-90 days
  Bid: Lowest
  Message: Brand reminder, major offer, new product
  Frequency: Very low (3-5 impressions/week)

Exclude shorter windows from longer ones. Someone in the 1-3 day window should NOT also be in the 4-7 day audience. This prevents overlap and allows differentiated messaging.

Frequency Capping

Why Frequency Capping Matters

  • Without caps, your most engaged visitors see your ads hundreds of times
  • Ad fatigue drives negative brand sentiment — not just wasted spend
  • Diminishing returns kick in after 3-7 impressions for most retargeting

Recommended Frequency Caps

Audience TemperatureDaily CapWeekly Cap
Cart/checkout abandoners3-515-20
Pricing page visitors2-310-15
Product page visitors1-27-10
Blog/content visitors15-7
General site visitors14-5

Platform-Specific Frequency Settings

  • Google Display: Set frequency caps at ad group or campaign level
  • Meta: No direct frequency cap — control via budget and audience size
  • LinkedIn: Campaign-level frequency cap available
  • Programmatic (DV360, The Trade Desk): Granular frequency controls available

Sequential Retargeting (Story-Based)

Instead of showing the same ad repeatedly, tell a story across multiple ad exposures.

Sequential Retargeting Framework

VISIT: Person visits website
        |
        v
AD 1 (Day 1-3): THE REMINDER
  Message: "Still thinking about [product/topic]?"
  Creative: Product image/benefit + soft CTA
  Goal: Bring them back to the site
        |
        v
AD 2 (Day 4-7): THE PROOF
  Message: "See how [customer] achieved [result] with [product]"
  Creative: Testimonial, case study, or review
  Goal: Build trust and credibility
        |
        v
AD 3 (Day 8-14): THE OBJECTION HANDLER
  Message: "Worried about [common objection]? Here's why..."
  Creative: FAQ, guarantee, comparison
  Goal: Remove barriers to purchase
        |
        v
AD 4 (Day 15-21): THE OFFER
  Message: "Special offer: [discount/bonus/trial] — expires [date]"
  Creative: Clear offer with urgency
  Goal: Convert with incentive
        |
        v
AD 5 (Day 22-30): THE LAST CHANCE
  Message: "Last chance: [offer summary]"
  Creative: Final push with strongest CTA
  Goal: Final conversion attempt
        |
        v
EXIT: Move to long-term nurture or suppress

Sequential Retargeting Rules

  • Each step should only show AFTER the previous step has been seen (or after a time delay)
  • If someone converts at any stage, immediately exclude from remaining sequence
  • The sequence should progress from soft to hard sell
  • Not all platforms support true sequential delivery — time-based windows are the closest approximation

Cross-Platform Retargeting

Strategy

Run retargeting across multiple platforms to maintain visibility without exhausting any single platform's audience.

Platform Mix Example:
  Meta (Facebook/Instagram): Primary retargeting — broadest reach, best dynamic ads
  Google Display: Secondary retargeting — reach across millions of websites
  YouTube: Video retargeting for consideration phase
  LinkedIn: B2B decision-maker retargeting
  Email: Direct retargeting via behavioral triggers (cart abandonment, browse abandonment)

Cross-Platform Rules

  • Coordinate frequency across platforms. Total impressions across all platforms matter.
  • Differentiate creative by platform. The same ad on Facebook, Google, and LinkedIn feels like stalking. Adapt creative to each platform's native format.
  • Unified measurement. Use a central analytics tool (GA4, multi-touch attribution) to measure cross-platform impact.
  • Budget allocation: Put more retargeting budget on platforms where your audience spends more time.

Dynamic Retargeting for E-Commerce

Dynamic retargeting shows each person ads featuring the specific products they viewed on your website.

Setup Requirements

  1. Product catalog/feed connected to the ad platform
  2. Pixel/tracking that captures product view events with product IDs
  3. Creative template that dynamically pulls product images, names, and prices

Dynamic Retargeting Best Practices

  • Show the specific products viewed — not random catalog items
  • Add social proof: "Bestseller" badges, star ratings, review counts
  • Show price and any discount — clarity drives clicks
  • Include "You might also like" recommendations alongside viewed products
  • Carousel format works best — show 3-5 products per ad
  • Update the catalog daily — out-of-stock products in ads destroy trust
  • Exclude purchased products — do not retarget someone with a product they already bought

Dynamic Retargeting by Funnel Stage

StageProducts ShownMessageWindow
Product page viewersExact products viewed"Still looking at these?"1-14 days
Category browsersCategory bestsellers"Popular in [category]"3-14 days
Cart abandonersCart contents"Complete your order" + urgency1-7 days
Past purchasersComplementary products"Goes great with your [purchase]"7-60 days

Exclusion Audiences

Must-Exclude Audiences

  1. Converted users — People who completed the target action (purchase, signup, demo)
  2. Current customers (from retargeting campaigns aimed at prospects)
  3. Employees of your own company
  4. Bounced visitors (under 5-10 seconds on site — likely accidental clicks)
  5. Users who've already seen the sequential ad series completion (don't restart)

Smart Exclusions

  • Exclude people who visited the "thank you" or "order confirmation" page
  • Exclude existing subscribers from lead magnet retargeting
  • For sequential campaigns: exclude people who've progressed past each stage
  • Exclude support/FAQ page visitors from sales retargeting (they may be existing customers with issues)

Burn Pixels

A burn pixel fires when someone completes the desired action (conversion). It's used to immediately remove them from retargeting audiences.

How Burn Pixels Work

  1. Place a tracking pixel on the conversion confirmation page (thank you page, order confirmation)
  2. When the pixel fires, the user is added to a "converted" audience
  3. All retargeting campaigns exclude the "converted" audience
  4. Result: no more ads for products they already bought

Burn Pixel Best Practices

  • Set burn pixels on EVERY conversion endpoint
  • For multi-product businesses: burn by product, not just globally (you still want to cross-sell)
  • Update burn audiences in real time where possible
  • Test burn pixels regularly — a broken burn pixel wastes budget fast

Retargeting Creative Strategy

Creative by Funnel Position

Funnel PositionCreative FocusExamples
Awareness visitorsBrand story, value prop"Here's what we do and why it matters"
Consideration visitorsSocial proof, educationTestimonials, how-it-works, comparisons
Intent visitorsConversion driversOffers, urgency, guarantees, demos
Cart abandonersRecoveryProduct images, "forgot something?", free shipping
Past customersRetention/upsellNew arrivals, loyalty rewards, cross-sell

Creative Refresh Cadence

  • Refresh retargeting creative every 2-4 weeks
  • Monitor frequency — when frequency exceeds 5-7, creative fatigue is likely
  • Rotate 3-5 creative variations at all times
  • Test new angles, not just new images

Retargeting Funnel Design

Full-Funnel Retargeting Architecture

PROSPECTING (Top of Funnel)
  Platforms: Meta, Google Search, YouTube, LinkedIn
  Goal: Drive qualified traffic to website
  Budget: 60-70% of total ad spend
        |
        v
RETARGETING — Awareness Level (Middle of Funnel)
  Audience: All site visitors (exclude bouncers and converters)
  Window: 1-30 days
  Platforms: Meta, Google Display
  Message: Brand value, educational content, social proof
  Budget: 10-15% of total ad spend
        |
        v
RETARGETING — Intent Level (Bottom of Funnel)
  Audience: Pricing/product page visitors, cart abandoners
  Window: 1-14 days
  Platforms: Meta, Google Display, Email
  Message: Direct offers, urgency, objection handling
  Budget: 10-15% of total ad spend
        |
        v
RETARGETING — Customer Level (Post-Purchase)
  Audience: Existing customers
  Window: 14-90 days post-purchase
  Platforms: Meta, Email
  Message: Cross-sell, upsell, loyalty, reviews
  Budget: 5-10% of total ad spend

Quality Gate

Before launching retargeting campaigns, verify:

  • Are tracking pixels installed and firing correctly on all key pages?
  • Are burn/exclusion pixels set on conversion pages?
  • Are retargeting audiences segmented by intent level (not just "all visitors")?
  • Are converted users excluded from all prospecting and retargeting campaigns?
  • Are frequency caps set to prevent ad fatigue?
  • Is the retargeting window appropriate for the product's consideration cycle?
  • Is creative differentiated from prospecting ads (not the same ad shown again)?
  • For dynamic retargeting: is the product catalog connected and up to date?
  • Is there a sequential messaging plan (not just the same ad on repeat)?
  • Are retargeting audiences large enough to deliver? (Minimum ~1,000 users per segment)
  • Is cross-platform frequency being considered in the overall plan?

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