How to Plan, Manage and Track Campaigns

With the improvement of Facebook ads, it has become more competitive for marketers. 93% of social media marketers are using paid Facebook ads and 64% of social media marketers plan to increase their Facebook advertising activities in 2022. If you want to attract the right audience, you need to make your Facebook advertising game much stronger with ads The Facebook reporting tool can help you with that.

Advertising on Facebook has a large number of benefits. Not only does Facebook provide better ad types than any other social media platform. It also helps you target your audience accurately. This means that you can target an audience based on gender, age, location, spoken language, education, job title, and more.

With Stackby, you can create a customized Facebook ad reporting dashboard that is sufficient for your business goals and requirements. In this post, we share a 5-step process for planning, managing and tracking your Facebook ad campaigns using our free Facebook ad reporting template. Let’s get started.

If you are just getting started with Facebook ad reporting, the first step is to plan your Facebook ad campaign. A Facebook campaign follows a hierarchical structure often referred to as “levels”:

Facebook Ads Hierarchy

Level 1: Campaigns

The first level in the hierarchy is the Facebook advertising campaign. A Facebook ad campaign helps you organize your creatives, bid strategy, target audience, and goals. You can define different ad campaigns based on different goals like brand awareness, traffic, conversions, lead generation, etc.

Level 2: Ad groups

The next level in the campaign hierarchy is an ad group. The ad set determines the target audience, budget, bid settings, ad placements, and other relevant settings based on campaign goals. For example, if your campaign is for three interest-based audiences on four different sites, you’ll create 12 different ad groups for them. The important thing to note here is that you can set your budget at the ad group level depending on your target audience.

Level 3: Ads

The last level in the hierarchy is an advertisement. A Facebook ad is the actual creativity and message you want to send through your audience. Facebook offers different types of ads such as image ads, video ads, slideshow ads, carousel ads, group ads, instant trial ads, and lead ads.

With Stackby, you can plan, organize and monitor all of your Facebook ad campaigns in one place. To get started, you can use our free Facebook Ads campaign template and this takes us to the next step in Facebook Ads Reporting.

Stackby’s Facebook Ads Campaign Reporting Form

Read more: Your Complete Guide for Beginners to Manage Facebook Ad Campaigns

If you’re thinking of building a Facebook ad reporting template in Excel, it’s time to switch to a database-like automated platform like Stackby. Our Facebook Ads campaign template allows you to manage and track your Facebook campaigns, ad groups and ads in one place. Let’s see how you can customize and automate the Facebook ad campaign reporting template for your business.

How to integrate Facebook into Stackby Workspace?

  1. Go to Integrations and select Facebook Ads Insights.
  2. Click Add Key and enter a name for the integration.
  3. Select the respective Facebook account and fetch the API key automatically.

How to bring Facebook Ads group or Ad ID to Stack Table?

  1. Open your Facebook Ads Manager account.
  2. Click the Columns dropdown menu and choose Customize Columns.
  3. Go to the Settings heading, and select Object Names and Identifiers.
  4. Click to check the boxes next to Campaign ID, Ad group ID, or Ad ID.
  5. Select Apply and you will be able to see the campaign, ad set, or ad ID in the Ads Manager table.

Find campaign ID, ad group ID, or advertising ID from Facebook Ads Manager

How to bring campaign, ad set, or ad IDs to your table?

Important KPIs for Facebook Ads Reporting

With Stackby’s API Connection Column, you can easily connect your workspace with your Facebook Ads account. This way, you can bring all of your Facebook ad metrics like CPC, CPM, and clicks, and even full account summaries like spend, CPC and CPM to your tables using the Facebook Ads Reporting API.

  1. Once you have the desired campaign, ad set, or ad ID, bring it to your table.
  2. Then create a new column of type API or Service.
  3. Select the API from your account, this is the Facebook Ads API.
  4. Select Facebook Ads Service. For example, specific account details, specific ad details, specific account details by ad group, etc.
  5. Select the reference column. For example campaign ID, ad group ID or ad ID and click apply.
  6. This will bring all the required information into the new column.

Steps to bring all the required stats related to your Facebook campaign, ad set or ad to your table:

Metrics you can track with Facebook and Stackby

1. To see the complete data, click on the {data} icon. It will display all the corresponding data based on the Facebook ad service you selected. For example, if you specify campaign details, you will get information about:

  • number of clicks
  • impressions
  • expenses
  • number of comments
  • number of likes
  • link clicks
  • trusses,
  • CPC (cost per click),
  • CPM (cost per thousand impressions),
  • CTR (click-through rate), etc.

2. Simply click on the data items you need in your Facebook ad reporting tool, and it will create separate columns for them.

Get data from Facebook Ads Manager to Stackby Table

Step 3: Track your ROI

The next step in Facebook ad reporting is to add leads and track the ROI of the campaigns. For each campaign, ad group, or ad ID you track, add the matching leads you’ve created.

You can bring Facebook Lead Ads data to Stack automatically using the Zapier workflow automation platform. This means that whenever a new lead is added to Facebook Lead Ads, a new row will be created in the Stack table. Let’s see how.

  1. Create a Zapier account and link it to Stackby. Here’s how to do it: Log in to your Zapier account -> Go to My Apps -> Create new account -> Search Stackby -> Connect Zapier to Stackby
  2. Create Zapier automation with required Trigger and Action. A trigger is an event that initiates the automation process. In this case, our motivation is a ‘new potential customer’. Action is the event that occurs when a trigger occurs. In this case, our action is “Create a new row”.
  3. Select the data you want to send from Facebook Leads Ads to Stackby via Zapier. In this case, you will have to add your Stackby account to Zapier and select Workspace, Slack, Table and View. Similarly, you should also attach your Facebook account to Zapier.

Stackby and Facebook Lead Ads integration using Zapier

Read more:

Steps to track ROI for Facebook Ads campaigns:

Measuring your return on investment (ROI) becomes much easier if you have all the required stats with you. To calculate the return on investment, you need to compare two numbers: the amount of money spent and the amount of money earned.

Use the following formula to calculate ROI: (money received – money spent) / money spent

For example, if you spent $1,500 on Facebook ads in the past 30 days and generated $5,000 in sales, your ROI percentage formula would be (5000-1500)/1500 = 233.3 percent.

Stackby provides a column type for formulas where you can calculate scalar operations, logical operations, functions, and text operations. You can use two or more types of columns to calculate the formula.

How to Use Formulas for Facebook Ads Reports

Step 4: All advertising KPIs in one place

The Facebook Ads Reporting Tool now contains all the required data and important KPIs. Everything can be accessed in one place, thus avoiding any mismatches, confusion or delays in the workflow.

  • You have all the campaign details like campaign goals, campaign leads, ads, ad groups, CPM, CPC, start date, CTR, money spent, clicks, impressions, etc.

Facebook Ad Campiagns details for Facebook Ads Reports

  • You have all the ad group details like campaigns, ads, budget, ads total, location, age, audiences, start date, CPM, impressions, CPC, spend, clicks, etc.

Facebook ad defines Facebook ad reporting details

  • You have all the ads details like ad assets, CPM, unique clicks, text, leads, status, cost per click, start date, stop date, clicks etc.

Facebook Ads Details for Facebook Ads Reports

  • You have Facebook Ads account data like CPC, spend, CTR, CPM, clicks, impressions, and IDs.

Facebook Ads Account Details for Facebook Ads Reports

Steps to set up a time-limited automation to fetch data from your Facebook accounts to your Stack:

  1. Go to the API Connector column in your table. You will see a small clock icon above it.
  2. Click the clock icon and a popup will appear.
  3. Click Create Automation.
  4. Select the day and time for automation. For example, every 3 days at 16:00.
  5. Click on the table and the data will be updated according to your automation.

Step 5: Share with your internal customers or teams

The final step to creating a free Facebook ad reporting tool with Stackby is to collaborate and communicate with your team/clients. Now, you can invite all your team members or clients to collaborate with you on the real-time Facebook Ads Reporting Tool.

  1. There may be a possibility that different team members are working on different advertising campaigns. Now, they can all report their progress on one platform.
  2. You can share the results of your Facebook ad campaigns with your customers and ensure a transparent workflow.
  3. All members of your team can track different campaign statuses, budgets, and ROI.
  4. You can work with your team to improve the quality of ads that help you achieve your campaign goals.

Stackby provides various security features and permissions that enable teams to share Stacks and Views according to their requirements.

  • With our View Level Sharing feature, you can share a specific view of the Facebook Ads Reporting Tool with your team.
  • You can also restrict Stack or Views by domain name. This feature can be especially useful when you want to share your Stack with a client.
  • You can also protect your password on the Facebook Ads Reporting Stack and make sure that only authorized people can access it.

The original Facebook Ads dashboard is often overwhelmed with data, which makes reporting data a complex process. With Stackby, you can simplify Facebook ad campaign management and reporting and focus on the information you really need. You can visualize all your ad campaigns in one place, making it easy for your team to see the big picture. Sign up for free with Stackby right away to automatically plan, manage and track your Facebook ad campaigns.

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