2 - Update existing Reports Dashboards to reflect new Ad Network Field Updates

Meta Reports and Dashboards Package

The Meta Reports and Dashboards unmanaged package contains a dashboard called DST - Meta Digital Overview that is made up of the following components:

• Meta Cost Metrics
• Meta Spend by Campaign
• Meta Clicks vs Cost per Click
• Meta Leads vs Cost per Lead
• Cost per Click by Meta Campaign
• Top Meta Campaigns by MQL
• Click Through Rate by Meta Campaign
• Overall Meta Impressions
• Digital Responses from Meta

To receive an install link for the Meta Reports and Dashboards package, please Contact our Customer Success team by logging a case in the Full Circle Customer Success Community.

After installation, the Responses from Meta report may require customization depending on how your UTM parameters are set for Meta ads. By default, the report has a filter on UTM Source = "facebook" OR UTM Source = "instagram". If your Meta ads use a different value for UTM Source, edit the report and change this filter accordingly.

Update existing Reports/Dashboards to reflect new Ad Network Field Updates

In the January 2024 release of Digital Source Tracker, there is a new capability to include Meta spend data, along with existing Google Adwords, Bing, and LinkedIn spend data (from the Feb 2023 DST Release). The existing reports and dashboards provided by Full Circle prior to the Feb 2022 release only account for the Google Adwords spend data. In order to incorporate Meta spend data and any subsequent ad network spend data that will be added in the future, the following adjustments need to be made to the existing reports and dashboards for any deployments occurring before February 2022.

New Fields added for spend data (Aggregate Database Entry):

• Meta Spend (Total Spend for Meta Ad)
• Total Cost (Bing Spend + GA Cost + LinkedIn Spend + Meta Spend) Note: Total Cost has been updated to incorporate Meta spend

Full Circle Digital Cost

Make the following changes in the below components and underlying reports below to reference "Total Cost" instead of "GA Cost"

• Total Digital Advertising Spend
  • Add "Total Cost" field to "Total Digital Advertising Spend" report
  • Update component value to reference "Sum of Total Cost" instead of "Sum of GA Cost"
• Total Digital Advertising Spend by Campaign
  • Add "Total Cost" field to "Campaign Digital Advertising Spend" report
  • Modify grouping to group rows by "Source" instead of by "Medium" (After Day)
  • Update Filter to reference "Total Cost" instead of "GA Cost" in "Campaign Digital Advertising Spend" report
  • Update component value to reference "Sum of Total Cost" instead of "Sum of GA Cost"
• Total PPC Spend by Medium
  • Change component label to "Total PPC Spend by Source"
  • Update component value to be "Sum of Total Cost" instead of "Sum of GA Cost"
  • Update component to be sliced by "source" instead of "medium"
• Digital Campaign Costs by Medium
  • Change component label to "Digital Campaign Costs by Source"
  • Update component to have "source" on the x-axis replacing "medium"
  • Update component to have "Sum of Total Cost" on y-axis instead of "Sum of GA Cost"
• Digital Advertising Spend by Campaign (Grouped by Medium)
  • Change sub-label to "Grouped by Source"
  • Update component to have "Source" on the y-axis instead of "Medium" (before Campaign)
  • Update component to have "Total Cost" on x-axis instead of "GA Cost"
• Digital Advertising Spend by Campaign (Grouped by Month)
  • Change component to reference "Campaign Digital Advertising Spend" report
  • Update component to have "Total Cost" on x-axis instead of "GA Cost"

Full Circle Digital Engagement

The below component report should be modified

• Digital Advertising Pageviews by Source
  • Remove "source = google" filter
  • Add filter for "Total Cost > 0"

Full Circle Digital Effectiveness

Make the following changes to the component reports, replacing "GA Cost" with "Total Cost" in report cost formula

• Cost Per Digital Advertising Lead
  • Update "Cost Per Lead" formula in "Cost Per Lead" Report by replacing "GA_Cost__c:SUM" with "Total_Cost__c:SUM"
  • Update report grouping to replace "medium" with "source" (after day)
  • Update chart report by adding "source" to y-axis grouping (after day)
• Digital Advertising Cost - Lead vs MQL
  • Update "Cost Per Lead" and "Cost Per MQL" formulas in "Digital Traffic - Lead vs MQL" report by replacing "GA_Cost__c:SUM" with "Total_Cost__c:SUM"
• Cost Per MQL by Month
  • Update "Cost Per MQL" formula in "Cost Per MQL by Medium" report by replacing "GA_Cost__c:SUM" with "Total_Cost__c:SUM"
  • Remove "by Medium" from component sub-header
• Digital Traffic vs Cost of Net New Name
  • Update "Cost Per Net New Name" formula in "Digital Traffic - Cost Per New Name" report by replacing "GA_Cost__c:SUM" with "Total_Cost__c:SUM"
• Digital Advertising - Cost Metrics
  • Update "Cost Per Lead", "Cost Per MQL", "Cost Per Opp", and "Cost Per Net New Name" formulas in "Digital Traffic - Cost Metrics" report by replacing "GA_Cost__c:SUM" with "Total_Cost__c:SUM"

Full Circle Digital Revenue

Make the following change to the component report, replacing "GA Cost" with "Total Cost" in report cost formula

• Cost Per Won by Medium
  • Update "Cost Per Won" formula in "Cost Per Won by Medium" report by replacing "GA_Cost__c:SUM" with "Total_Cost__c:SUM"

Support

If you need assistance or have questions, please Contact our Customer Success team by logging a case in the Full Circle Customer Success Community.