SaaS and software marketing

Social ads
for software.

Social ads sell software when they show the product doing one job, to people who haven't already signed up. Meta suits owner-run businesses and teams that buy on a card; LinkedIn suits buyers you need to reach by job title, with a minimum daily budget of US$10 and contact lists that must reach at least 300 members. On both, send back paid subscriptions, not just trial starts, and keep paying customers out of prospecting.

Meta or LinkedIn:
who signs off?

The question isn't which platform is better. It's who reaches for the credit card. If the buyer is a cafe owner in Gosford trialling rostering software, or a sole-trader bookkeeper looking for a practice tool, they're on Facebook and Instagram most evenings and they decide for themselves. Meta's reach and lower costs usually make sense there.

If the buyer is a head of operations at a 200-person logistics firm in Parramatta, you need to find them by job title, industry and company size. That's what LinkedIn is for, and it charges for it. Many software companies with a self-serve plan and a sales-led enterprise plan end up running both: Meta for the trials, LinkedIn for the demos.

Plenty of products don't need either at the start. If people already search for what you do, Google Ads and SEO catch demand that exists. Social ads create demand, which is slower and costs more to prove. Start there only when search is tapped out, or when nobody searches for your category yet.

Meta (Facebook, Instagram)LinkedIn
Best forOwner-run businesses, sole traders, prosumers, small teamsBuyers you can only find by job title, company size or industry
Typical goalTrial start, then paid subscriptionDemo request, or a trial for a named account list
Entry costLow daily budgets work for testingA US$10 minimum daily budget and US$100 minimum lifetime budget
ListsLookalikes need at least 100 people from one countryContact lists need at least 300 matched members to launch

What can you build
from what you have?

A software company knows more about its prospects than almost any other business: who signed up, who got stuck, who looked at pricing, who left. Put in rough numbers for each group to see what you can use.

Audience map

What can you build
from what you have?

Enter roughly how many people sit in each group. It shows which audiences Meta and LinkedIn will let you use, which ones to exclude, and what to say to each. The starting numbers are made up.

Usable audiences

0 of 0

    Exclude everywhere

    Minimums from LinkedIn's contact targeting checklist (300) and Meta's lookalike rules (100 from one country). Match rates vary; use the share you've seen before if you have it.

    Tell Meta
    who paid.

    Meta's pixel has standard events made for subscriptions. StartTrial is when a person starts a free trial of a product or service you offer, and Subscribe is when someone applies to start a paid subscription. Both can carry a value and a predicted lifetime value. Most SaaS set-ups send the first and forget the second, so Meta learns to find triallers.

    Send Subscribe from your billing system when the first payment clears, through Meta's Conversions API if you can, so it doesn't depend on the person still having your site open. Then run a campaign that optimises for it once you have enough volume, and compare cost per paid subscription, not cost per trial.

    Meta also lets you see results split by audience segment. Jon Loomer's explainer describes existing customers as people who have bought or signed up for your services, and engaged audiences as people who've interacted without buying. Set them up even if you never target them, so you can see how much of your spend lands on people who already know you.

    Show the product
    doing one job.

    Software ads tend to fail in one of two ways: a stock photo of a smiling team, or a dashboard so busy nobody can read it on a phone. What works more often is one screen, one job, a few seconds long. The invoice going out. The roster filling itself in. The before (a spreadsheet, a whiteboard, three apps) and the after.

    Write to the job, not the person. Meta's ad standards say ads must not assert or imply personal attributes, including vulnerable financial status. 'Stop chasing unpaid invoices' is fine for accounting software. 'Are you drowning in debt?' isn't, and it would put people off anyway.

    On LinkedIn, the same rule applies with a different tone. A short video from a founder or product lead explaining the problem they built the product for often does better than a polished brand ad, because LinkedIn is where people expect to hear from people.

    Retargeting
    that helps.

    The most valuable audience you have is people who signed up and stalled. They wanted it enough to hand over an email address. Something stopped them. A discount rarely fixes that. A 20-second video showing the step they're stuck on often does.

    Pricing page visitors are the second-best audience. They were checking cost. Show them a worked total for a team their size and how cancelling works, because budget overrun was a problem for 36% of disappointed Australian buyers in Capterra's survey. An ad that answers the money question lowers the risk of signing up.

    Cancelled customers are worth targeting only if the reason they left has changed. If they left because the integration with their accounting software was missing and you've now built it, say exactly that.

    Customer lists
    and privacy.

    Uploading a customer list to Meta or LinkedIn means handing over personal information, even when it's hashed. The OAIC says a person can be reasonably identifiable from data like a hashed email address when it can be matched with other information, and that targeted ads based on personal information need a simple opt-out. Say in your privacy policy that you share hashed data with ad platforms, configure pixels to collect the minimum, and keep pixels off any page that would reveal sensitive information.

    Small businesses under $3 million turnover are often exempt from the Privacy Act, but many software companies are covered or choose to comply because their customers ask. The SaaS advertising rules page has the detail.

    What I see most often

    What I'd check first
    on SaaS social ads.

    1. 1

      No exclusions on prospecting

      Paying customers and current trial users sitting inside prospecting audiences, so the cheapest 'new' trials come from people already signed up.

    2. 2

      Only StartTrial sent to Meta

      No Subscribe event from billing, so the platform optimises toward people who try and leave.

    3. 3

      Dashboard screenshots as creative

      A full app screen shrunk to a phone, with nothing readable and no single job shown.

    The honest bit. Social ads rarely make sense for a software company with no proof it can turn trials into paying customers. Fix the first session and the trial-to-paid rate first; then ads have something to feed. And LinkedIn is expensive for small audiences. If your buyers number in the hundreds, a good list and a direct conversation may beat any campaign.

    Questions
    people ask.

    Should SaaS companies advertise on Facebook or LinkedIn?

    Facebook and Instagram usually suit software bought by owner-run businesses, sole traders and small teams who decide for themselves. LinkedIn suits buyers you can only find by job title, company size or industry, with a US$10 minimum daily budget. Many companies with self-serve and sales-led plans run both.

    What is the minimum audience size for LinkedIn ads?

    LinkedIn's contact targeting checklist says a list needs 300 contacts minimum, and the segment must reach at least 300 members before a campaign can launch. It recommends 10,000 contacts or more.

    Which Meta pixel events should a SaaS company use?

    Use StartTrial for trial starts and Subscribe for paid subscriptions. Both are Meta standard events that can carry a value and predicted lifetime value. Optimise toward Subscribe once you have enough of them.

    How big does a Meta lookalike source audience need to be?

    At least 100 people from a single country, and Meta recommends between 1,000 and 5,000 people, according to Jon Loomer's guide. A list of your best paying customers usually makes a better source than all signups.

    Is it legal to upload customer emails to Facebook in Australia?

    It can be, if your privacy obligations are met. The OAIC says a hashed email address can still be personal information, so explain in your privacy policy that you share it with ad platforms and offer a simple opt-out. This is general information, not legal advice.

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