Creating a Workspace
What is a workspace?
A workspace is dedicated to a specific brand or client, and it can encompass numerous data sources such as Meta and TikTok, which are our sources of information.
How do I create a workspace?
Click on your organization
"Add new workspace" button
Name workspace (eg. client/brand name)
Connect appropriate accounts when prompted
Connecting a Data Source
What is a data source?
A data source is an ad account from Meta or TikTok (more coming soon) or a source like GA. A data source links a workspace to a source of information.
How do I connect a data source?
Select a workspace
Got to workspace settings
"Data sources" tab
"Connect new data source' button
Connect appropriate account
Creating New Reports
Creating new reports will allow us to maximize the insights available by adapting to changes in the account (i.e. started using influencers, launched new products, etc.) or onboarding new clients.
There are 2 methods to create new reports:
A. Duplicate Existing reports (leverages existing criteria):
Find a similar report to the one you want to build
Click the 3 dots next to the report
Choose to duplicate within the workspace (Duplicate Report) or to a different one (Duplicate To...)
B. Start from scratch:
Go to new reports
Select between top performing and comparative analysis
* If you don't have a foundational layer of reports yet or need help tailoring a specific report to your needs, shoot me an email! - [email protected]
Automated Grouping Functionalities
Grouping allows us to see holistic performance grouping ads based on ad name, creative, copy, headline, or landing page.
How do I group?
Go to group results by
Select from any of the 5 options
Geeky Fact: Group by creative shows broken-down performance for individual creatives in DCOs (FBAM doesn’t)
Duplicating Reports Between Accounts
Duplicating reports between accounts can save a lot of time for agencies that are onboarding new clients. Elements carried over include title, date range, filters, metrics preset, & group by.
How do I duplicate reports between accounts?
Click 3 dots next to reports (or folder) to be copied)
Select workspaces to duplicate to
Confirm with "Duplicate" button
Updating Naming Conventions
Naming conventions vary from account to account (eg. stage of funnel, products, concepts, etc.) and will need to be updated accordingly.
There's 2 types of reports:
Focuses on the exact creative
Can automatically group information based on ad name, creative, copy, headline, & LPs
Less dependent on naming conventions
Focuses on general trends across the account, regardless of the exact creative
Can leverage naming conventions to build a number of groups
More dependent on naming conventions
How do I update naming conventions?
For top performing reports:
Go to the report you need to update
Click on an existing global filter (Will pop up 3-7)
Choose between campaign name, ad set name, ad name, Ad Type.
Choose between contains / does not contain
(Optional) Add an “OR” statement (eg. Acquisition)
(Optional) Add another filter (eg. ads shown will be Prospecting AND Video)
(Optional) If filter is Ad Type, you will see a menu like 9 to choose from
For comparative analysis reports:
Go to the report you need to update
Change name of group 1
Expand on group filters
Update the 3 elements to your needs (similar to steps 2-7 from previous slide)
Repeat as needed for every group
Can also update global report filters like we did in previous slide
Naming conventions will differ between accounts. Updating filters will help make those final adjustments after creating or duplicating reports, for it to reflect the new account's naming conventions.
How do I update filters?
Go to "Filter ads where..."
Select from any of the 6 options (Campaign, Ad Set, Ad Name, Ad Delivery, Ad Spend, Ad Type)
You can Mix & Match "AND" and "OR" filters to see exactly what you need.
Hope this article was insightful!
If this article didn't answer your questions or you found any areas of opportunity, drop me a line: [email protected]