This step-by-step guide will show you how to set up and manage a Facebook Marketing Integration. It's important to note how Facebook Marketing differs from Facebook Pages.
The Facebook Pages Integration accesses data strictly from Facebook Pages that are associated with your personal Facebook account. The Facebook Marketing Integration accesses data from multiple Facebook-associated publisher platforms (Facebook, Instagram, Messenger, and WhatsApp) by integrating with your Facebook Business Manager account.
Basic Requirements
In order to successfully integrate Facebook Business Manager with Mediatool, you must:
Have a Facebook Business Manager account. If you do not, here is a link on how to create one.
Have permission to access the relevant Facebook Business Manager account. If you do not, this is how you can be added by a colleague who does have access.
Have added your relevant Facebook Pages and Instagram Pages to Facebook Business Manager. If not, scroll down to the learn more section of this link and choose the relevant prompt.
Step 1: Authorize the Integration
The first step in the setup process is to allow Facebook to share data with your Mediatool account.
log-in to your Mediatool account
navigate to the Settings section of whichever organization, or subsidiary, that you would like to integrate.,
under the section titled External Data, click on Integrations.
click on the button titled Manage or Add under the Facebook Marketing option.
From there you'll be redirected to Facebook and asked to allow Mediatool access to your Facebook ads and related insights. The response you select must be Yes in order for the integration to work.
Step 2: Select a Date Range
Choose a Date you want to start fetching your data from. All data from your selected date until the moment the integration is saved will be fetched., The data will be automatically fetched every 24 hours between 01:00 and 03:00 GMT.
Note: When setting up a new integration, it's very common to save and then re-run the integration many times in order to test, and then finalize the measures and splits that you'd like to fetch. To avoid longer wait times than necessary, we recommend selecting the most recent Date possible (that has data associated with it) while you're testing the integration. This will reduce the total amount of data fetched and allow for quicker load times while you decide on a finalized data structure.
Step 3: Select an Account
After choosing the date, select which Facebook Marketing Account(s) you want to fetch data from. The available options will appear in a drop-down menu for you to choose from. You have the ability to choose more than one account.
Step 4: Start from Scratch or Use a Template
After setting the Date and Account(s), you have the option of either:
(a) starting from scratch by manually selecting the data measures and/or splits
(b) starting from a preset template. Preset templates are completely adjustable, so don't fear trying a template first and then make edits afterward.
Step 5: Measures and Splits
Whether you decide to start from scratch or from a template, it's important to understand the difference between a Measure and a Split, so that you can determine a data structure that is catered to your specific needs.
Measures are quantitative metrics that you want to measure. The value of any metric will be displayed as a number.
Splits are the dimensions that each of your chosen Measures will then be categorized. A Split will be displayed as a separate column for each measure.
For example, if you want the ability to create a visualized chart on your spend by platform, ‘Spend’ would be the Measure, and ‘Platform’ would be the Split. To best visualize how measures and splits will be represented in the raw data, feel free to view this video.
For both Measures and Splits, you will have to enter two inputs in the Mediatool Settings:
(a) First, the Measure or Split, as is defined by Facebook Marketing. The options that populate in the dropdown are limited to those supported by Facebook.
If your desired measure or split is not displaying as an option in this dropdown, it is not supported with the Facebook Marketing API.
(b) Second, the Measure or Split, as you (or your account administrator) have defined them in Mediatool. The options that populate in the dropdown are limited to those created as Fields and/or Tags in your Mediatool account settings.
To add a Measure or Split that doesn't currently exist in your Mediatool account settings, select Create a New Mediatool Equivalent in the dropdown, input the new name of this equivalent and it will be added as a Field in the account settings.
Step 6: Save Connection
Once you have selected all the Measures and Splits and are ready to fetch the data you've selected, click Save Connection. While you wait for the data to fetch, you can navigate to other pages within the Mediatool app or leave Mediatool altogether.
When a green arrow appears next to the Integration, the data has been fetched and is ready to be used in Reports.
Step 7: Check the Raw Data
We recommend taking a look at the raw data that has been fetched from the integration to make sure that your measures and splits are funneling into Mediatool correctly
To do this:
Navigate to the Results section
Select the Sheet View tab, and then the Facebook Marketing tab, which will display either in the bottom left or bottom right of the Sheet View.
Refresh your window
This is where all data from your various integrations are stored. The raw data cannot be manually edited. If you want to make changes to the measures and splits being captured, head back to the Integration Settings page, adjust and save.
Step 8: Create a Report
Data isn't worth very much if you don't make it understandable and actionable. Put your data to work and gain valuable insights by creating a dedicated report for your integration, or add it to one of your existing reports. For more information on how; visit our help center article on Reports.
Get Support
Have questions or need help? You can reach us directly via the messenger on Mediatool.com or the contact support button located in the top right corner of the Mediatool App.
Learn More
Not a Mediatool user but interested in learning more? Book a demo with the Mediatool team today and start being more productive with your marketing.