Ads
      Back to home
      1. Resources
      2. Ads

      How do I use Ads Planner?

      This guide will provide a quick overview of the Ads Planner tool in the Market Smarter section of the Tradable Bits platform.

      Run Hyper-Targeted Ads with Ease

      Ads Planner is where you convert all that centralized & segmented data into real dollars with hyper-targeted ads.

      Features

      • Run advertising campaigns across all major social networks natively through the Tradable Bits platform

      • Build dynamic audiences based on pre-established filters

      • Automatically remove fans from your advertising targets post-conversion

      • APIs available to export all advertising creation tools to pre-existing dashboards to streamline processes.

      The How

      When you arrive at the Manage Centre of Tradable Bits, you’ll find all of your Meta Ads Tools on the right side of the UI in the ‘Market Smarter’ section.

      There are a number of tools that you’ll want to familiarize yourself with here including Ad Projects which allows you to keep track of your budget, and provide you with a high-level overview of your ad campaigns.

      Adding an Account

      To add a new Ad Account, follow the steps outlined below.

      1) Select the platform you want to add an account under and click "Add Account"

      3) Once done, on Tradable Bits' "Manage Center", click on the "+ Add Account" button next to Meta Ads.

      4) Click "Grant Permissions" on the page that pops up and approve the necessary permissions.

      5) Once done, choose the Ad Account from the dropdown and click "Add Account".

      Creating Meta Ad Campaigns

      Before you congifure campaigns, ad sets and the ads, it’s important to ensure you’ve set up audiences in FanCRM and the Meta Ad Account as outlined in the step above. This is a key step, as you will be utilizing this data to start running ads. You can read more about how to set up audiences in FanCRM here.

      1) On "Manage Center", click on the Meta Ad Account that you would like to run ads from. Once you do, you'll be taken to the Meta Ads Planner.

       

      2) Click on "New Campaign" which should expand the following modal.

       

      3) Enter the following details

      • Reference: A name for the campaign that would help you identify the campaign once it has been configured.
      • Phase: Determines the stage that this campaign belongs to. It helps understand the performance of your advertising strategy after your event is done.
      • Use: The type of audience that you intend to reach using this campaign. The typical entries in this field are DRIP/Retargeting. Retargeting refers to people that we know, including but not limited to Fan CRM audiences (not LALs, however), Website Visitors Meta Page or Instagram Engagers, Event Responders, Cart Abandoners and Past Ticket Buyers. DRIP would refer to new leads that would eventually "drip" into the retargeting audience. These are typically Lookalike (LAL) audiences, but can also be Demographic Only audiences, Meta Interest audiences or Fans & Friends of Fan audiences.
      • Run Dates: The run date of the campaign.
      • Performance: This is typically associated with Automated Ads, but if you wish to, you can assign the campaign to a performance group for future reporting.
      • Objective: The intended goal of the Campaign, which enables Meta to optimize the delivery of ads.
      • Ad Sets & Ads: This is auto-populated based on the number of ad sets and ads you create under the campaign.
      • Meta Media Spend, Opt Fee & Total Budget: Total Budget refers to the total budget spent on the campaign which includes the actual Ad Spend on Meta as well as the Opt Fee Charged by Tradable Bits on the Ad Spend. The Opt Fee is automatically calculated based on the amount you enter in either Meta Media Spend or Total Budget. Enter either Meta Media Spend or Total Budget based on your budgeting structure, and the other two fields will be auto-populated.
      • Lifetime or Daily: Select whether the budget you've entered is your allocated daily budget or lifetime budget.
      • Custom Conversion: If you're running multiple properties under the same ad account, then this is the field utilized to specify the custom conversion pixel or dataset that you would like to track performance against - Utilized for reporting. If this is entered, the report will outline the performance against this custom conversion. If not, those fields will not be displayed.
      • Conversion Pixel: The pixel that you're using for the campaign
        Custom Conversions and Pixels can be set up under Conversions on the menu on the left*
      • Label: If you want to label your campaigns. This is primarily used for reporting purposes

      4) Click Save once done.

      5) After the campaign has been set, you can "Toggle Draft" to set the campaign to Draft Mode. When in draft mode, campaigns cannot be pushed to Meta.

      6) Once the Ad Sets and Ads have been configured, you can Push the campaign to Meta by clicking "Push to Meta."

      Creating Ad Sets

      Once you've configured your campaign, you can create Ad Sets associated with the campaign.

      1) Click on Ad Sets under the Ads Planner and click "New Ad Set" against the campaign that the Ad Set would belong to.

      2) Enter the following details in the Modal that pops up.

      • Specific Audience: A descriptor to help you identify the audience that you are targeting with this Ad Set.
      • Location(s): The locations where you intend to run the campaign. This field is purely to help you identify the Ad Set as it gets added to the Ad Set name.

      The name of the Ad Set is auto-generated (after you Save the Ad Set) to be Campaign Name + Specific Audience + Target Age (if entered) + Location(s) field.

      • Start Time & End Time: The timeline of the Ad Set.
      • Minimum and Maximum Spend: Minimum and Maximum spend that you would like the Ad Set to consume.
      • Include Locations: The locations to be included in the audience targeting.
      • Exclude Locations: The locations to be excluded in the audience targeting.
      • Gender: The gender of fans you would like to target.
      • Interests: Fans that display the interests selected here are targeted as part of this Ad Set.
      • Expanded: If selected, expands the Interests to include related Interests. For example, if your Interest is Texas Country Music, expanded Interests might include Country Music.
      • Age: The age of the fans you would like to target.
      • Languages: Targets fans that have the language chosen as their primary language.
      • People Connected To: Targets people that are connected to the Meta Pages that you choose. You'll be allowed to choose from the list of businesses that you have advertiser access to.
      • Friends of People Connected To: Targets people that are friends of people connected to the Meta Pages that you choose. You'll be allowed to choose from the list of businesses that you have advertiser access to.
      • Exclude People Connected To: Excludes people that are connected to the Meta Pages that you choose from your targeting. You'll be allowed to choose from the list of businesses that you have advertiser access to.
      • Target Audience: Choose the audience that you would like to target. This list is populated based on the filters that you have created in your FanCRM.
      • Exclusion Audience: Choose the audience that you would like excluded from your targeting. If you are running an Ad Set to promote tickets, then include fans that have already bought tickets in the Exclusion Audience to improve performance.
      • Placement: Choose the type of ads that you run under this Ad Set. We recommend Choosing "Use Auto Placement" for this unless you have a restriction on the assets that you have. To choose the placements, click on the pencil icon and choose the placement types that you wish to run.
      • Audience Type: A label to help you identify the type of audience this Ad Set was targeted to.
      • Optimization Goal: This list is populated based on the Goal set at the campaign level and helps Meta understand the user action you are looking to optimize.

      3) Click "Save" once done.

      4) Click "Toggle Draft" to set the Ad Set to Draft Mode.

      Creating Ads

      Once you've configured your campaign and Ad Set, you can create ads under the Ad Sets.

      1. Click on Ads under Ads Planner. If you've already set up Ad Templates under Automated Ads, then you can simply click "New Add From Template" and choose the template that you would like to work with. If not, click "New Ad" and choose the Ad type from the dropdown.

       

      Enter the following details in the Modal that pops up. The specific fields may vary depending on the ad type.

      • Creative Description: A description about the creatives associated with this ad to help you find this Ad once it has run to track performance.

      • Conversion Domain: The domain associated with the conversion pixel.

      • Call To Action: The prompt associated with the Ad. This field does not appear for Post Boost Ads and Event Ads.

      • URL: The page that you would like fans to be driven to. If you're configuring a Carousel Ad, you will see a "Fill Down" option next to this field. Clicking this would automatically set this URL to be the URL that each Card in the Carousel Ad refers to. This field does not appear for Post Boost Ads.

      • Tracker: Check this box if you would like to create a tracker for the URL. We recommend doing this in order to further track the efficiency of your campaign. This field does not appear for Post Boost Ads and Event Ads.

      • Page: The page you would like to use to run the ad.

      • Display URL: The URL to be displayed as part of the ad. This field does not appear for Post Boost Ads, Collection Ads and Event Ads.

      • Ad Body Copy: Copy associated with the ad. This field does not appear for Post Boost Ads.

      Ad-Type Specific Configurations

      Post Ad

      • Link Headline & Description: The headline and description associated with the link to be displayed as part of the Ad.
      • Media: Add the Images/Videos that you would like to use for the ads. For different placement types, click on "Add Media by Placement" and choose the Placement type. All ads will need to have the "Default" placement type set up as the first image/video.

      Carousel Ad

      • Add Page Profile Picture Card: If this toggle is enabled, a card is added to the end of the Carousel with your Page's profile picture.
      • Best Performing Card First: If this toggle is enabled, the cards that lead to the most amount of conversions are prioritized and displayed first.
      • Cards

      Media: Add the Images/Videos that you would like to use for the ads. Card URL: The URL associated with the specific card. Tracker: Check this box if you would like to create a tracker for the URL. We recommend doing this in order to further track the efficiency of your campaign. Link Headline & Description: The headline and description associated with the link to be displayed as part of the card. Arrows: Click the arrows to shuffle the order of the cards. Copy: Click the copy icon in case you would like to use the cards again. Click the "Paste Card" button after you've copied a card. Delete: Click the delete icon to delete a card from the carousel. New Card: Click the "New Card" button to add a new card to the carousel.

      Post Boost

      Event Ad

      • Event ID: When you create an event on Meta, your event is given an event ID. The Event ID is a string of numbers at the end of a Meta event’s URL.
      • Media: Add the Images/Videos that you would like to use for the ads.

      Collection Ad
      Collection Ads include an Instant Experience and make it easier for people to discover, browse and purchase your products and services. To use the catalog sales objective, dynamic ads and the shopfront or lookbook Instant Experience templates, you'll need a catalog.

      • Button Label: The copy that you would like displayed on the primary button when the catalog is displayed.
      • Media: Add the Images/Videos that you would like to use for the ads.
      • Catalog: Choose a Catalog from the dropdown. Catalogs are auto-populated and need to be set up prior to running the ad.
      • Product: Click on "Add" to add a new product and choose the product from the dropdown. Shuffle the order by clicking on the arrows, and delete products by clicking on the trash icon.

      3) Click "Save" once done.

      4) Click "Show Preview" to preview the different Ad formats.

      5) Click "Toggle Draft" to set the Ad to Draft Mode.

      In case you have made any changes natively on Business Manager, you can pull those changes back to Tradable Bits by clicking on Resync against the respective Campaign, Ad Set or Ad.

      If you have any further questions about the Ads Planner, feel free to reach out to your Digital Ads Specialist.

       

      If you have more questions about using Ads Planner, please reach out to your Digital Ads or Customer Success teams or contact support@tradablebits.com