4.19.5.5.1 How to easily select Audiences, Pages and Geo targeting for your Facebook / Instagram bookings
Version (Buying Extension) | 1.2 |
|---|---|
Role | Order Manager - Fulfilment, System Administrator |
Challenge
When booking for Facebook, it is required to select at least one Audience or Geo Targeting criteria, before successfully booking your Campaigns and AdSets. How can you set these up in ADvendio? And is there a way to set defaults or modify these criteria later directly in Facebook?
Solution
To support you with setting up a basic targeting for your Facebook or Instagram bookings, we added some simple possibilities.
For a start you are able to set in ADvendio:
Audiences, Custom Audiences and Lookalike Audiences to target
Geo Targeting (Countries, Regions or Cities)
Pages (required for certain bookings and goal, such as Brand Awareness Campaigns)
The easiest way to set this up is to use some specific fields we have provided in our Media Buying Extension, which are called Target Page, Target Custom Audience and Target Location
These can help your users to quickly select a singe Page, Custom Audience or Country to target for your Facebook booking. Using the lookup fields, your users will get a filtered list of options to select from.
Your Admin is also able to further define default selections (for example with Salesforce Flows).
Please be aware that the example fields we provide only work with a single selection (you can not for example select two countries to target) and for Geo only provides a list of countries. More detailed option can be customized. You can contact your Technical Account Manager if you’d like an offer on how we can further support you!
Are you able to modify these settings in Facebook and what do you need to keep in mind?
Yes, you are able, even after booking to Facebook/Instagram, to modify the audience targeting of your Ad Set. This way your users are able to define a more sophisticated targeting and also directly check the impact on your potential reach.
Attention: Please keep in mind that starting the Submit process of your Buying Item from ADvendio a second time, might overwrite any audience changes you did manually in the Facebook Ad Manager.
Please be aware that selected Pages for your Ad Set can not be changed once they have been pushed!
Setup
To use these fields from our Media Buying Extension, you will need to make sure that your users have read and edit permissions for the following fields, as well as add targeting fields (Target Page, Target Location, Target Custom Audience) to any page layouts:
BuysideAdv__TargetCustomAudience__c
BuysideAdv__TargetLocation__c
BuysideAdv__TargetPage__c
BuysideAdv__ConnectionHelper__c
ADvendio__SelectedTargeting__c
These are all located on the ADvendio__BuyingItem__c object.
Your users will also require the permission to run flows, as the Buying Extension uses a flow to run it’s logic in the background:
To check if everything is working fine, after selecting and saving a record, our logic will write a technical string into the Selected Targeting field on your Buying Item. This represents the targeting information to be sent to Facebook/Instagram and looks similar to this:
The use of these Targeting features, require to import the relevant IDs from Facebook/Instagram, which can be done with our Transfer to ADvendio feature: https://advendio.atlassian.net/wiki/spaces/SO/pages/1609170978