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Getting started with Performances

Here's a quick overview of how and when to set up a Sales Performance.

Performances act as central containers that group all campaigns, ads, and tracking assets for a specific event under a single name. Individual events (like a single show) can be aggregated into Performance Groups (like a full tour) to streamline campaign management. This setup allows you to automatically track conversions and easily analyze results at both the single-event and full-tour level.

Step 1: Create a Performance

  1. From the Tradable Bits Homepage, hover over the Sales section of the Top Navigation Bar and click on Performances.
  2. Click + New Performance 
  3. Fill out the following fields: 
    • Performance Name: A unique label used to identify this specific Performance/event container.
    • Performance Group Name: An overarching identifier used to aggregate multiple related Performances (e.g., a multi-city tour or multi-phase campaign).
    • Meta Ad Account: The Meta (Facebook/Instagram) Ad Account used to run campaigns for this Performance.
    • Facebook Page: The official Facebook Page running the ads.
    • Artist Name: The name of the artist, band, or idol associated with the campaign.
    • Announce Date: The scheduled public announcement date for the event or initiative.
    • On-Sale Date: The date and time tickets or offers officially open to the public.
    • Performance Date: The scheduled date of the live event or campaign.
    • Event URL: The primary destination link designed to convert fans (e.g., ticket page or portal link).
    • Venue: The physical or virtual location of the event (must correspond to an existing venue in your system).
    • Meta Event ID: The unique identifier assigned by Meta to sync event tracking and custom conversion data.
    • Promoter: The specific promoter, agency, or organizing partner entity tied to the event for tracking and dataset mapping.
    • Event Key: The primary unique identifier (ID string) used to map this event to its corresponding sales data in your Offline Conversion Dataset.
    • Buying Group: Indicates whether media purchasing is managed at a National (centralized) or Local (regional/province) strategy level.
    • Notes: Internal comments or documentation regarding the setup or automation rules for future reference.

 

Step 2: Configure Audiences

Once you've added a Meta Ad Account under Setup, you can configure your Audiences.
  • The following options are available. You can select just one of these options, or use a combination of them, as desired: 
    • Previously Used Audience: These reflect custom audiences that you have already built in FanCRM. Click the + (add) icon next to any audience to add it to your targeting. 
    • Best Practice Audience (Recommended): These are pre-built audiences generated by our system to target the ideal fans for a specific performance. We highly recommend hitting Include or Exclude against each of the options listed here to optimize your reach.

    • Advanced Audiences: If you'd like to create a highly specific, custom audience on the fly based on parameters from FanCRM, this tool allows you to build one from scratch.


Step 3: Map Conversions 

  1. Click + Offsite Conversions.
  2. Choose to create a new conversion or utilise an existing one.

  3. If creating a New Conversion, fill in the following:

    • Name: A unique label used to identify this specific Conversion.
    • Description: Pre-filled from Discovery Idol ID, but can be overwritten.
    • Pixel ID: Select from your pre-configured sales pixels. 
    • Trigger Event: Select from our standard or pixel trigger events.
    • Expiration Date: Set the active period for tracking.
    • Key / Key Value: Set additional tracking parameters and select corresponding operators/values (click Add Additional Key for multiple keys).

Step 4: Setup Campaigns & Ad Sets 

  1. Click + New Campaign to open the setup dashboard.
  2. Fill in the following fields:
    • Reference Name: A name for the campaign that would help you identify the campaign once it has been configured.
    • Label: If you want to label your campaigns. This is primarily used for reporting purposes. Use commas, spaces or click Enter to add multiple labels.
    • Objective: The intended goal of the campaign, which allows us to optimise the delivery of ads.
    • Meta Pixel: Add your associated Meta Pixel.
    • Phase: Determines the stage that this campaign belongs to. It helps understand the performance of your advertising strategy after your event is done.
    • Budget: Set the spend limit and toggle Generate Budget Line to display budget visibility.

Note: If your budget needs to include platform service fees, check the Inc. Fee box next to the column header.

        3.    Ad Set Details: Click Next to configure Ad Set parameters.

    • Start Time & End Time: The active schedule of the Ad Set.
    • Optimization Goal: This list is populated based on the Goal set at the campaign level and helps us understand the user action you are looking to optimize.
    • Placements: Choose the type of ads that you run under this Ad Set. We recommend choosing Automatic for this unless you have a restriction on your assets. 
    • Languages: Targets fans that have the language chosen as their primary language.
    • Age Range: The age of the fans you would like to target.

Note: Meta will not target fans under the age of 18, even when included in a custom audience.

        4.    Targeting & Location Mapping

    • Add the locations you'd like to include/exclude in your audience targeting.
    • Add a radius (default is 80km). 
    • Click the ⊕ icon to exclude the location.  

 

Step 5: Bulk Ads Setup

  1. Under Automated Ads Flow, select your Ad Templates.
  2. Navigate to the Combinations tab to set individual ad details:
    • Ad Name: A unique label for each specific ad variation, used internally to help you track and identify performance in your reporting.
    • Headline: Add a primary title to be displayed as part of the Ad. 
    • Ad Body: The main text or caption of the ad.
    • Link Descriptions: A description associated with the link to be displayed as part of the Ad.
    • URL: The specific web page address where users will be sent after clicking on your ad.
    • Ad Call to Action: The button or text prompt (e.g., Shop Now, Learn More, Sign Up) that tells users what action to take next.
    • Facebook Page: The official Facebook or Meta Business Page that will be displayed as the sponsor of the ad.

  3. Click Save Ads to complete setup.

 

Still need assistance? Please reach out to your Customer Success Team or contact support@tradablebits.com