Initiatives Settings – Tags

Index

  1. EasyAutoTagging Overview
  2. Creating Initiatives
  3. Initiatives Settings – Tags
  4. Initiative Settings – Profiles
  5. Initiative Settings – Data Import
  6. Use Cases

 

Tags [Campaign Filters]

Once your initiative is created you can finalize the set up in the initiative settings.

 

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Campaign Tagging

In the Campaign Tagging section, you define what Facebook campaigns you want to tag with URL Parameters.

You have the option to:

Tag all campaigns – This will generate URL Parameters for all campaigns in the account regardless if they are active or inactive.

Tag specific campaigns I choose – With this setting you can select particular campaigns to tag. Picking individual campaigns is a manual option and limits the automation.

 

setup initiative step 1

 

Custom Campaign Filters

Tag campaigns that meet criteria – The criteria feature allows you to apply dynamic filters to your Facebook ad account. By using a dynamic filter any Facebook campaigns existing, paused, active, new or campaigns yet to be created in the future that fall within the filter will automatically get tagged by EAT with respective URL Parameters.

The following filters are currently available:

  • Campaign Name Contains
  • Campaign Name Does Not Contain
  • Campaign Status Is
  • Campaign Created Before & Campaign Created After

Campaign Name Contains – The Campaign Name Contains filter will include any campaigns that contain a word or phrase within the campaign name. For example, if you only want to tag campaigns that contain Conversion in the campaign name you would set this value to ‘conversion.’

Note: Values are not case sensitive

 

 

Campaign Name Does Not Contain – More often than not accounts follow the same parameter structure, but at times there are unique instances where you would need to deviate from the standard naming convention. If this is the case, you can tag all campaigns in a Facebook ad account except the ones with a unique parameter value using this filter.

 

setup initiative step 3

 

Campaign Status Is – The Campaign Status Is filter looks at the active or paused Facebook campaigns.

Note: Keep in mind that this is a dynamic filter and it will look for active and inactive campaigns on an ongoing basis.

 

setup initiative step 4

 

Campaign Created Before & Campaign Created After – The Campaign Created Before & Campaign Created After filter applies to campaigns created before or after a specific date. You also can add a future date here. This filter is useful for existing accounts with active campaigns so that current parameters are not affected when implementing EAT.

Note: The Facebook API only allows UTMs to be set by ‘replacing’ the ad creative which means that updating or generating UTMs for Active Ads will be recognized by Facebook as a ‘significant edit’ and ads could revert to the ‘Learning phase progress.’

For most users, this should not cause any issues since ads are typically tagged at the onset of a campaign, but Campaign Created After filter can avoid resetting ads to the ‘Learning phase progress.’

Tag Settings

Continuous Tagging – With continuous tagging active EAT checks your Facebook account on an ongoing basis for any new campaigns that fall within a given filter, and it detects any dynamic value changes, i.e., Campaign Name and updates UTM Parameters respectively.

 

 

Skip Completed Campaigns – If Skip Completed Campaigns is toggled on (default) EAT will not tag any campaigns labeled by Facebook as completed (meaning they are not set to ongoing and have a defined end date) with URL Parameters.

 

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Note: Keep in mind that campaigns that are turned off without an end data do not fall under this category because Facebook labels these as inactive not completed.

 

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Next: Learn how to set up Profiles [URL Parameters]

 

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