Send social performance and engagement metrics through email

Here's an overview of the process for each social engine account you onboarded to Search Ads 360 (the details follow this overview):

1. Create a report template for each social engine account.
   Search Ads 360 won't import metrics if a file contains data from more than one engine account.
2. Set up a schedule that uses the template to generate a report and email the results to you.
3. When you receive an email, download the attachment and upload it to your Search Ads 360 sFTP endpoint.

If you want to email social performance and engagement metrics to multiple social engine accounts in Search Ads 360, complete the steps above for each account.

Create and schedule a report

1. Sign into the Facebook account, select your Search Ads 360-linked account, and navigate to the Ads Manager.

2. From the top right corner of the Ads Manager view, scope the reporting view to Yesterday.

3. Click on the Columns: Performance dropdown (right side of the reporting table) and select Customize Columns.

4. Select the following dimensions and metrics:

   • Settings:

     Account ID Campaign ID Ad Set ID

     Ad ID Reporting Starts Reporting Ends

     By default, dates in the Reporting Starts and Reporting Ends columns are in the correct format. If you edit the dates in the downloaded report or add more rows to the report use one of the following date formats:

     • yy-MM-dd
     • yyyy-MM-dd
     • MM/dd/yy
     • MM/dd/yyyy

   • Engagement: Clicks:

     • Link Clicks

   • Performance:

     • Impressions

     • Impression Device

     • Amount Spent

   Search Ads 360 ignores the following data if you include it in the report:

   • Ad Name
   • Bid
   • Bid Type
   • Delivery
   • Device Platform
   • Placement
   • Platform

   No other metrics or data can be in the file.

   Column headers in the file are required to be in English. Search Ads 360 cannot process files if column headers are in other languages.

5. From the Breakdown list, select Platform & Device.
   Although Search Ads 360 ignores the platform data, selecting Platform & Device causes Facebook to include the data needed to report on device impressions.

6. To validate that the report is set up correctly, see the output on the reporting view.
   
   If data is not available, try increasing the date range.

7. Click on the report icon in the top left-hand corner of the Ads Manager view and select Save new report… to create the report template and schedule it for delivery.

8. In the “Save Report” dialog, enter a template name in Name your report... and check Schedule Email.

9. In the the Delivery section of the “Save Report” dialog, do the following:

   1. Select Daily.

   2. In the Subscriber section, enter email addresses of the Facebook users that should receive the report on a daily basis.

      See the screenshot below for a sample scheduled report rule:
      

10. Click Save to create the scheduled report rule.

Once this report is delivered, you can upload the report to your Search Ads 360 sFTP endpoint on a daily basis. The uploaded metrics appear in Search Ads 360 within a day and a half. In the performance metrics report that you upload, Search Ads 360 requires each row to contain metrics for a single day. That is, within a given row the Reporting Starts and Reporting Ends columns must specify the same date. If you scope the reporting view to Yesterday as described above, each row will contain metrics for only one day. But if you edit the report before uploading it to Search Ads 360, make sure that within each row, the Reporting Starts and Reporting Ends columns specify the same date.