Creating a Facebook Ads Source

On the Conversionomics homepage, you will see a screen with all of your projects; select the project you will be working on. If you need to create a new project, select the orange button that says "New Project" and follow the instructions 

Once you select the project you want to work on, you will see a similar screen as shown below. Select the orange button that says " + New Source"

After selecting the orange button that says " + New Source" you should see this screen 

in the "Source Name" input the name of your file and select "Facebook" and hit "CONTINUE" once complete.

A blank screen that looks like this should appear

a) CONNECTION: Select the connection you'd like to use to connect to your Facebook data. 

b) ACCOUNT: Select the account you'd like to pull data from.

c) CAMPAIGNS: 

-If you want to pull from all campaigns, you can leave this empty. 

-If you'd like to pick a specific campaign, you can start typing the name and the autocomplete will help you find it, or you can click the dropdown arrow on the right hand side of the input box.

  • If you've selected a campaign, you can also choose to select a particular ad set. If you're select from all campaigns, you don't have to worry about this.

d) AD SET: If you've selected a campaign and ad set, you can also choose to select a particular ad. If you're select from all campaigns, you don't have to worry about this.

e) LEVEL: The level lets you select how you want to roll up and aggregate your data. In this example, we'll be rolling up all the data to the campaign level.

The image below shows what our example looks like:   

f) In the next section, you can select the metrics and dimension you want included. 

  • Facebook has certain fields/breakdowns that can't be combined. When this happens, Facebook won't be able to return data and Conversionomics will show you an error.  

g) Optionally, you can filter this data further to match your needs

  • For more details on using date-based filters, see here

Other Settings Section

h) Download Source Format: You have the choice to import as a JSON_FLATTENED, JSON file, or CSV file. 

JSON_FLATTENED - This option would take the downloaded Facebook JSON response which comes in nested results and transform it into a single row for each collection of nested records

JSON - Downloaded Facebook json response

CSV - Downloaded Facebook csv response

i) Look back days: are the number of days in the past you want to reload in order to make sure you're able to account for conversion attribution. 

j) AUTOLOAD: If you decide to autoload, select whether you want it to load 'Daily'. 'Weekly' or 'Monthly' and whether you want it to "Full Reload"

hit "SAVE" once complete

  • If you have pre-existing data in this Source and want to supplement those with the new data, please DO NOT select "Overwrite data". Not selecting the "Overwrite data", Conversionomics will APPEND- joining the datas 
  • If you are creating a new Source or want to overwrite the pre-existing ones, please SELECT "Overwrite data". By selecting the "Overwrite data" button, Conversionomics will replace the pre-existing datas with the new one you're about to input

In our situation, we are creating a new source with no prior datas; we are going to select "Overwrite data" and save it by selecting "LOAD"

A screen will popup asking you if you are sure you want to overwrite existing data, select "YES"

Congratulations! You have successfully created your Facebook source.

Additional Information can be found within the official Facebook API Documentation

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