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.).
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)
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:
Top Performing
Focuses on the exact creative
Can automatically group information based on ad name, creative, copy, headline, & LPs
Less dependent on naming conventions
Comparative Analysis
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
Type Keyword
(Optional) Add an “OR” statement (eg. Acquisition)
Apply
(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)
Apply
Repeat as needed for every group
Can also update global report filters like we did in previous slide
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]