- The Settings tab
- Facebook Conversion Types
- The Assets tab
- The Assets List
- Creating and Editing Audiences
- Campaign Reporting
For information on how to create the Ads campaigns in the networks themselves, see:
For information on how to set up Lead Ads subscriptions, see:
Before you can start to work with CRM Ads you must have a Facebook Ads or a Google account connected. To check the status of your connections, open the Campaigns menu and select CRM Ads. You will see the connected accounts listed on the Settings Tab:
If you do not see any connected accounts, please connect your accounts.
The Settings tab
The Settings tab is where you connect to your Ads account(s).
When you are connected to an Ads account, you can see the details of the Ads account listed here. It is possible to have multiple Ads accounts connected at the same time. You can connect to other Ads accounts by clicking the Create New Connection button and selecting the respective network in the dropdown. You can disconnect an Ads account by clicking the X icon.
Facebook Conversion Types
Your Facebook Ads accounts show a small cog wheel icon which you can click to see your Facebook Conversion Types. This icon is visible on both the Settings tab and on the Campaign Reports.
Click this icon to display the Conversion Types that Facebook supports. The types selected are the ones which contribute to your conversion and revenue reporting (see below). You can change this selection at any time.
Note: It is very important to have a Facebook pixel configured, as this is what enables CRM Ads to report revenue and conversions across all touchpoints, including Views. It also helps Facebook optimize towards conversions when creating Lookalike audiences, and helps if you are tracking Last Click in Google Analytics. Read more about the Facebook Pixel Setup and Conversion Tracking in the Facebook documentation.
The Assets tab
On the Assets tab you can see all audiences that you have created and transferred to the network for all your connected Ads accounts, as well as any Facebook Lead Ads subscriptions. It also has controls for creating and editing audiences and for accessing the campaign reporting.
The Assets List
The audiences that you have created are listed with their properties. For more information on audiences and their types, please see: About audiences.
As well as the audience Name, Type, Ad account, Size and Created date, the following properties are listed:
- Updated – The date and time that the audience was last synced with the ad network.
Status – There are several possible values for this column:
- Transferring – The source audience has been created in Emarsys and sent to the network; the network is searching for matching profiles and has not yet finished. This process may take a few hours.
- Too few contacts – The network audience has been created but there are not enough contacts for you to be able to start an ads campaign
- Ready – The network audience has been created and it is ready for you to target with your ads campaign.
- Live – The network audience has been created and you have launched an ads campaign to it.
- Transfer failed – The network audience has been created but the transfer of the contacts failed. This may happen when there are temporary network issues or service outages.
- Deleted from network – The network audience has been deleted. Please delete the audience in CRM Ads.
- Pending on network – The network is processing the successfully transferred audience. This process can take up to 24 hours to complete.
- Segment too large – The segment size exceeds the maximum supported size.
- Segment was removed – The daily sync has detected that the segment has been removed.
- Archived – Audiences which are not used by an active campaign and active ad-set/ad-group for three months are archived.
- Match Rate – How many contacts were matched by the network for ad targeting.
Creating and Editing Audiences
Click Create New Asset button to open the creation wizard.
Proceed as follows:
- Select the asset type (see About Audiences for more information).
- Select the network.
- Click Audience Creation.
- For Automation Center Audiences, simply give it a name and description.
- For Segment or Lookalike audiences, you will also need to select the source segment.
- If more than one Ads account is connected for a respective network, you may select the preferred Ads account.
- Click Save. The audience will now appear in the Audiences List with the status Transferring.
Click the icon to open the audience properties.
Click the icon to open the reports for that audience.
Here you can see the results of the ad-sets using this audience, with the following controls.
Use the standard calendar function to select predefined or custom timeframes.
If you have used this audience in more than one ad-set, you can select the ones you want to report on. Note that ad-sets only using the audience for exclusion won’t be included for selection.
In the results summary section you can see the overall results of the selected campaigns.
The metrics shown are as follows:
- Costs – This is how much the campaigns have cost you during the selected timeframe, both as a total sum and as a cost per conversion.
- Impressions – This is how many times the ads were seen (including multiple views by the same contact).
Revenue – This is the total revenue coming from purchases that followed a click on an ad, both as a total sum and as revenue per conversion.
- Clicks – This is how many times an ad in this campaign was clicked (including multiple clicks by the same contact).
Mobile clicks – This is how many times a click was registered on a mobile device (including smartphones and tablets).
- Conversions – This is how many contacts clicked the ad and went on to complete whatever action is defined as a conversion for this audience, e.g. make a purchase or sign up for a newsletter.
Mobile conversions – This is how many contacts clicked the ad on a mobile device and went on to complete a purchase.
Note: For Facebook audiences, you can click the cog wheel icon to change the Conversion Types. After you save your changes, the Revenue, Conversions, Mobile conversions, ROI and cost per conversion will all be updated to reflect the new selection.
- ROI (Return On Investment) – This is the Revenue expressed as a percentage of the Costs; in other words, the campaigns’ overall value to you.
- CPM (Cost Per Mille) – This is the cost of 1,000 Impressions.
- CPC (Cost Per Click) – This is the cost of each click.
- Cost per conversion – This is the cost of each click that resulted in a conversion.
For Facebook campaigns, you also have additional Facebook metrics:
- Social Reach – This is how many facebook users could have viewed the Ad.
- Like – This is how many other Facebook users liked the Ad.
- Comments – This is how other many Facebook users commented on the Ad.
On the graph below you can select from a number of different metrics and project each one on the graph, for easy comparison. Hover your mouse over a particular day to see the exact figures for that day: