Custom Metrics

Custom metrics allow you to track business-specific KPIs that aren't automatically tracked by Meta, such as First-Time Deposits (FTDs), Telegram joins, or other custom conversion events.

Overview

Custom metrics enable you to:

• Track Custom KPIs: Define metrics specific to your business
• Manual Entry: Manually enter metric values for campaigns
• Templates: Create templates for common metric configurations
• Requirements: Set metric requirements per campaign
• Reporting: Include custom metrics in reports and dashboards

Creating Custom Metrics

Step 1: Define the Metric

1. Navigate to Metrics → Custom Metrics → Add Metric
2. Enter metric details:
   • Name: Metric name (e.g., "FTD", "Telegram Join")
   • Description: What this metric measures
   • Unit: Unit of measurement (count, percentage, currency, etc.)
   • Category: Optional category for organization

Step 2: Configure Tracking

• Manual Entry: Enable manual entry of values
• Automated Tracking: Link to automated tracking (if available)
• Default Value: Set a default value (optional)

Step 3: Set Requirements

• Required: Mark as required for certain campaigns
• Minimum Value: Set minimum acceptable value
• Target Value: Set target value for optimization

Metric Templates

Creating Templates

Create reusable metric configurations:

1. Go to Metrics → Templates → Create Template
2. Configure template:
   • Name: Template name
   • Metrics: Select metrics to include
   • Requirements: Set requirements for each metric
3. Save template

Using Templates

Apply templates to campaigns:

1. Select a campaign
2. Go to Metrics → Apply Template
3. Choose a template
4. Template metrics and requirements are applied

Manual Metric Entry

Entering Values

1. Navigate to Campaigns → Select a campaign
2. Go to Metrics tab
3. Find the custom metric
4. Enter the value for the selected date range
5. Save the entry

Bulk Entry

Enter values for multiple campaigns:

1. Go to Metrics → Bulk Entry
2. Select campaigns and date range
3. Enter values for each metric
4. Save all entries

Metric Requirements

Setting Requirements

Define requirements for metrics:

• Required: Campaign must have this metric
• Minimum: Minimum acceptable value
• Target: Target value for optimization
• Alert Threshold: Value that triggers alerts

Requirement Validation

• Campaign Creation: Validate requirements when creating campaigns
• Ongoing Monitoring: Alert when requirements aren't met
• Reporting: Highlight campaigns not meeting requirements

Metric Reporting

Dashboard Integration

Custom metrics appear in:

• Campaign Dashboards: View custom metrics alongside standard metrics
• Client Dashboards: Aggregate custom metrics by client
• Brand Dashboards: Aggregate custom metrics by brand

Report Generation

Include custom metrics in reports:

1. Create a new report
2. Select metrics to include (standard + custom)
3. Configure date range and filters
4. Generate report

Best Practices

• Clear Definitions: Clearly define what each metric measures
• Consistent Naming: Use consistent naming conventions
• Regular Updates: Update metric values regularly
• Documentation: Document metric definitions and calculation methods
• Validation: Validate metric values before saving

Common Use Cases

First-Time Deposits (FTDs)

Track FTDs for financial services campaigns:

1. Create "FTD" custom metric
2. Set unit as "count"
3. Enter FTD values manually or via API
4. Track FTD rate (FTDs / Clicks)

Telegram Joins

Track Telegram channel joins:

1. Create "Telegram Join" custom metric
2. Link to Telegram tracking integration
3. Automatically populate from Telegram tracking
4. Track join rate (Joins / Clicks)

Custom Conversions

Track business-specific conversions:

1. Define conversion event
2. Create custom metric
3. Set up tracking (manual or automated)
4. Include in campaign optimization

Next Steps

• Dashboard Overview
• Reports and Analytics
• Telegram Conversion Tracking