Latest / Scalability School / Pixel Perfect: Is Your Tracking Lying to You?
Transcript
- 0:00It's a quantitative way for meta to kind of tell you how well, how confidently can
- 0:05we match this event, this action on your website to a user on our platform.
- 0:09That's, that's the gist of it.
- 0:10Um, so, you know, it's, it's what data are we passing back to help
- 0:13meta make those matches, which drives optimization, which obviously helps
- 0:17your ads performance and efficiency.
- 0:20One client referred to it as a mysterious force, which is, I think is
- 0:22about as specific as we can be.
- 0:24Meta has not produced any like documentation or comms on this, but you
- 0:29know, once we saw it across.
- 0:30Dozens and dozens of accounts, you're like, okay, this isn't just a one-off.
- 0:33This is a, this is a trend.
- 0:35This is a thing where spend dropping conversion rate, dropping CPA, like
- 0:39going out, like negative impact on the ad account, maybe introducing some
- 0:43upper funnel events just will sort of tweak and shock the system a little bit
- 0:46and go after a different pool and sort of cohort of users on the platform
- 0:51and bring them in.
- 0:52So I think like optimizing for that stuff is definitely worth a test, like
- 0:56optimizing for upper funnel events.
- 0:57So I think in that same light, if you want to optimize for a quiz completion,
- 1:01that's pretty high intent.
- 1:09And now let's take a listen to the scalability school podcast.
- 1:13Welcome to another episode of the scalability school podcast.
- 1:16Um, pixel perfect with Brett Fish from tag hero Brett.
- 1:22So glad to have you on the show.
- 1:23Honestly, friend of the pod, um, friend in life, actually, Brett's been on, uh,
- 1:30one of my family vacations this year already with my, with me and got
- 1:34another one coming to December.
- 1:35So, you know, that's, you know, we, we have really gone full circle here.
- 1:40Um, but we're excited to have you on you and Zach.
- 1:43We're talking about a whole bunch of stuff with pixel and Zach, you want to
- 1:47give the backstory about why you wanted to have Brett on?
- 1:49Yeah.
- 1:50I mean, uh, TLDR is we were concerned, um, about some just like auditing
- 1:57our pixel, essentially we were starting to have some issues with performance
- 2:00and we were trying to back into, if it could, if it could be any errors
- 2:03that we were firing on, on the pixel.
- 2:05And then we, uh, we hired Brett, Brett and his company and they came in and.
- 2:10Did a bunch of cool shit and I didn't understand it.
- 2:13So it was like, Hey, Brett, can we, uh, have a conversation so you can
- 2:16explain this to me like I'm five.
- 2:18And that conversation was incredible.
- 2:20And I was like, Hey, you have to come on the podcast and explain all the cool
- 2:23things, Cappy, EMQ, all these acronyms that get thrown out there that I didn't
- 2:29know what they were, uh, but wanted to, wanted to know more about them.
- 2:33So that's what the episode is going to be about today.
- 2:35I was trying to think about like what the,
- 2:38what the, what it compares this to in real
- 2:40life, because I feel like a pixel is not, you know, the pixel and pixel setups is
- 2:44like, you don't realize outside of the basics, really, you know, it's important
- 2:47to have a pixel set up, but you don't realize how, how bad it is until it breaks.
- 2:51It's kind of like insurance.
- 2:52That's why I came up with, I don't know if it's a great comparison, but it's like.
- 2:55Shit, it broke.
- 2:57I don't have this thing and I don't know what to do to fix it.
- 3:00Um, and, uh, yeah, no, I'm excited to dig into this.
- 3:02So Brett's gonna, Brett's gonna tell us why
- 3:04it's important, uh, how to fix it before it breaks.
- 3:06This episode is brought to you by our friends over at Northbeam, the marketing
- 3:09attribution platform that a lot of us at listen to scalability school and the
- 3:13host of scalability school, you know, we swear by and use Northbeam rolled out
- 3:16something brand new that I think is pretty awesome.
- 3:18It's a real unlock, I think called clicks plus deterministic views.
- 3:21And it's the first ever deterministic view through attribution model.
- 3:26I mean, let's be honest, right?
- 3:27One day click had us flying a little bit blind, you know, the drill, right?
- 3:30Your Tik TOK or your CTV campaigns are building awareness, clearly driving site
- 3:34traffic and lifting sales across channels,
- 3:37but your attribution dashboard still gives
- 3:38all the credit to Google search.
- 3:39Cause it was last click.
- 3:41It's like tracking who made the final shot in the basketball game, but ignoring
- 3:43the five assists, right?
- 3:44That got the ball there.
- 3:45So clicks plus deterministic views flips that it ties actual impressions, not
- 3:49guesses, but verified impressions to real conversions.
- 3:53We're talking direct integrations with meta, Tik TOK, snap, Pinterest, and even
- 3:56CTV, and Northbeam uses hard identifiers like order IDs and hashed emails to prove
- 4:01that someone saw the ad didn't click, but later bought.
- 4:05That means you can finally measure the real impact of upper funnel campaigns.
- 4:08And the results are pretty nuts.
- 4:10One brand saw 283% more attributed conversions on Tik TOK.
- 4:14Another got 175% more attributed revenue than they knew even existed.
- 4:17And you know, another one drove 59% row as lift on Pinterest.
- 4:23So if you're tired of under budgeting awareness, because attribution can't keep
- 4:26up, this is your chance to see the real journey in the full journey.
- 4:29So Northbeam click plus deterministic views is live now head over to
- 4:33Northbeam.io forward slash demo to book a walkthrough and tell them we at
- 4:38scalability school.
- 4:40So, I mean, first of all, Brett, anybody you want to flame, uh, and talk about on
- 4:45the internet, I'm just kidding.
- 4:46Who do you hate?
- 4:48Who do you, who, who do we hate this week?
- 4:50Um, who's driving the spunkers?
- 4:51I don't think I can lead in with that.
- 4:53You might have to warm up warm up.
- 4:55That's just, that's just, uh, that's just to get everybody laughing.
- 4:58We're, we're good.
- 4:59We're, we're all friendly people here.
- 5:01Uh, it's all love.
- 5:02Um, Brett, uh, do you want to tell everybody about like how you got
- 5:05into this first, like briefly?
- 5:07Like, how did you start doing tracking so
- 5:10that, and like, what is it that you do now?
- 5:12Exactly.
- 5:13Yeah, absolutely.
- 5:14Uh, well first, uh, pleasure and a privilege to be on with you guys.
- 5:17Um, highly respect all three of you on the work side and then getting to know you
- 5:21all, you know, in real life as people too, it's been awesome.
- 5:24So it's a privilege to join you.
- 5:26Um, yeah, so it's, it's totally accidentally is how I'm like here with
- 5:31Tag Hero, uh, my background was all in traditional marketing.
- 5:35So like, I'm, I date myself.
- 5:36I'm old, like my, my original work in marketing was like old school media
- 5:40buying print, radio, TV, billboards, all that stuff.
- 5:44And then my career are kind of coincided with the emergence of digital.
- 5:48So I started buying digital banner ads and stuff like that and saw the
- 5:51tracking and the potential of like, you know, a billboard, you put up a phone
- 5:54number and you hope someone calls it with the banner ads, we could see clicks.
- 5:58And every, I'm like, this is amazing.
- 6:00Had the opportunity with some early job roles to spend money and work heavily
- 6:05with early Facebook ads when they were right column classified ads,
- 6:09power editor era and days.
- 6:12Um, and so I got to experiment with a lot of work on it.
- 6:14And after I'd done that career stops a couple of times, I like, I know what I'm
- 6:18doing here, I'm pretty good at this and, and split off to do my own thing,
- 6:22start my own paid social agency.
- 6:24I was like eight or nine years ago.
- 6:26Um, and just a couple of years into the agency though, we were constantly having
- 6:30issues with the stuff we're about to talk about, like technical tracking,
- 6:34pixels, backend stuff, and you know, now what, like seven years ago, six years ago,
- 6:40previous era in digital marketing, right?
- 6:42Even less available in resources than there are now.
- 6:45And so I got sick of it.
- 6:46And so I'm like, okay, we're figuring this out.
- 6:48This is not going to be a pain point anymore.
- 6:49Cause it was hindering our ability to serve our clients.
- 6:51And that was the main thing.
- 6:53And, um, did some networking, brought some people in from outside that have like
- 6:57dev backgrounds and stuff like that and kind of built it into a core competency
- 7:01of our agency and then very sort of, uh, timing wise coincidentally, right around
- 7:06the same time we got pulled into a program with meta called their technical
- 7:09partners program.
- 7:10So we were a third party, um, trained vetted and paid by meta to help their
- 7:16advertisers with all the tracking stuff on the backend.
- 7:19Cappy really wasn't a thing back then at that time, but pixel catalog feeds,
- 7:23all that kind of good stuff.
- 7:24So we did that for about four or five years.
- 7:26And when meta kind of quickly and unceremoniously ended that program, we
- 7:30had a lot of people coming to us like, do I have to run ads with you to have
- 7:34you fix my tracking?
- 7:35And it was like, it was so awkward.
- 7:36It was like a sub bullet point of our agency.
- 7:39And that's when I decided to spin it off and do its own thing as tag hero.
- 7:42And that was almost three years ago.
- 7:44Uh, so, and then, you know, it's taken off since then and there's
- 7:47clearly been a need for it.
- 7:48So now I'm fully committed and a hundred percent of my time is on the tag
- 7:52hero side, helping people.
- 7:54So, um, when we talk about all this stuff, like pixels, server side event tracking,
- 7:59all the backend conversion tracking for platforms like meta and Google and
- 8:03Tik TOK and Snapchat and Pinterest and all
- 8:06the others, heavy Google tag manager stuff.
- 8:09Um, you know, all the backend technical conversion tracking stuff that drives
- 8:12these platforms, that's our expertise and what we can help, uh, brands and
- 8:17advertisers and agencies with.
- 8:19Yeah.
- 8:19And you're the technical partner, chief technical partner of the
- 8:22Foxville founders membership.
- 8:23And they've helped literally every member probably with an issue because they
- 8:27don't stop these fricking issues.
- 8:31Um, so constant.
- 8:34Yeah.
- 8:34It's like, yeah, Brad made a great point.
- 8:37Like no one cares about tracking really until it breaks.
- 8:40It's one of those kinds of like given things that you expect to work until it
- 8:44breaks, but when it breaks, what you realize, and, and I've always been adamant
- 8:48about this and why I went full in on tiger was it's such a foundational part
- 8:53of success on these platforms that has to be in place.
- 8:56You can produce the most banger creative that's ever been produced.
- 9:00And if the platform's not getting the right signal off of that,
- 9:04it's not doing it justice.
- 9:06Um, so creative and CRO and offers and all super important to success.
- 9:11But at the end of the day, these are all algorithms, right?
- 9:13Good data in good output, garbage in garbage out.
- 9:17So the data and the signals are really critical to success.
- 9:21Um, but people don't really care until it breaks and something goes sideways.
- 9:24And then that's when we usually come in.
- 9:26We'll talk a little bit later about how we're trying to get ahead of that.
- 9:28Brad talked about insurance, but, um, yeah, we, we help them sort that stuff
- 9:32out when it's not working like they expect.
- 9:34Yep.
- 9:34So let's go ahead and just jump right in, right?
- 9:37Like out of the gates, actually, Brad, you had a story you wanted to talk about.
- 9:41Yeah, I have two things.
- 9:42Um, Brett mentioned things breaking in literally the last seven days on meta
- 9:45has been like literally the entire platform just keeps having perpetual
- 9:49disruptions, I think ad spend for all of our clients stop for like two hours or
- 9:52like an hour, at least in the middle of the day today.
- 9:54So fun, fun timing on things breaking completely unrelated to the
- 9:57pixel or the pixel things out of our control.
- 10:00Um, I just want to share something I saw this weekend, uh, or actually heard
- 10:03from a friend is like somebody outside the industry.
- 10:06And so that makes it even more compelling.
- 10:07My ears start to perk up when I hear people like interacting with brands in real
- 10:12life, because I spend all time, all my time talking to, uh, you, you two, you
- 10:17two morons in particular, volunteering, of course.
- 10:21And so I was like, okay, you're perpetually in the weeds.
- 10:23You don't really, you don't really take a step back and zoom out and like, see
- 10:27how people interact with stuff.
- 10:28Long story short, sitting next to my friend that I've known for since, since, um,
- 10:32elementary school at a wedding and he starts telling me about his sunglasses
- 10:35and whatever it's like a normal conversation about some glasses.
- 10:37He's like, yeah, you know, I just lose them all the time.
- 10:39So, but I'm really, I have a, I have a pair from shady raise and I really like
- 10:41them, um, and I have their, I'm in their replacement program.
- 10:44So I just like, they just replaced them for me for free.
- 10:46It's like they're $75 sunglasses and they replace them for free.
- 10:49And I was like, Oh, that's cool.
- 10:51Like completely for free.
- 10:52And he's like, well, no, I pay shipping.
- 10:54And I was like, okay, how much, how much do you pay shipping?
- 10:57He's like, Oh, like 15 bucks.
- 10:59But like they're $75 on glass.
- 11:00They're like, okay, these, these, these sunglasses probably cost them $2 to make.
- 11:05They probably cost like $7 in shipping.
- 11:07And most of that's like, because they have to go into a box, they don't get crushed
- 11:09in the mail because they weigh nothing.
- 11:11Um, they're making margin on the replacement program and they're, but like
- 11:15the way that he worded it to me was he was so gassed up.
- 11:18He's like, I get my sunglasses replaced for free.
- 11:20I don't have to remember it.
- 11:20I don't feel bad about this.
- 11:22It's like his perception of their replacement program was I get free sunglasses.
- 11:26My perception is they're making money.
- 11:29It's like everybody loses their sunglasses.
- 11:31It's incredible.
- 11:32I like, I like that the first time you left your house since we've
- 11:34started this podcast, you have a story.
- 11:37Yeah.
- 11:37Oh yeah.
- 11:37Look, I'm going to Vegas this weekend for another wedding.
- 11:40So who else might not interrogate about their D to C shopping experiences?
- 11:44So yeah, I thought that was really fascinating.
- 11:46That's that's fascinating.
- 11:47It's good marketing.
- 11:48So, uh, Brett, like let's just jump in and talk about, um, what
- 11:54does the essential setup look like Shopify default?
- 11:57Does it cover meta?
- 11:59Okay.
- 12:01Or does it cover like what, what are the issues with just a default setup?
- 12:06Yeah.
- 12:06Um, no issues with the default setup is I think the main thing.
- 12:11Um, I remember a while back there was kind of this big wave of concerns
- 12:15and questions about Shopify's app and the tracking and to be fair, the
- 12:20apps, you know, it's had its evolution and
- 12:22changes it was originally owned by Shopify.
- 12:24I think now it's owned by meta or vice versa.
- 12:26Like it actually changed hands of like who is owning and maintaining it.
- 12:30But, but the long story short is.
- 12:32Look, if, if you're the majority, I'd probably guess of Shopify brands
- 12:36and stores out there and you know, you do decent business, but nothing crazy.
- 12:41I think the app works great.
- 12:43You get pixel and conversion API server side tracking out of it.
- 12:47It passes back all the parameters to match
- 12:49up with your catalogs and all that stuff.
- 12:51So from like a data standpoint, it's pretty solid.
- 12:54Um, does it squeeze every last single drop out of a potential data connection?
- 13:00No, but, but, but it's a free, very quick and easy to set up app.
- 13:04So I think for a lot, we, you know, we, we always recommend to go that route
- 13:09wherever possible and wherever it makes sense.
- 13:11Um, you know, one of the things with it is it's designed for out of the box, right?
- 13:15So if you want to do anything custom outside of the typical e-commerce funnel
- 13:19and flow of page view, view content, add to cart purchase, all that stuff.
- 13:23If you want to do something custom, it's not going to do that.
- 13:25It's kind of just intended for out of the box e-commerce, but it does that well.
- 13:29So is it perfect?
- 13:31No, it's not perfect, but I don't think you're, you know, at a major disadvantage
- 13:35or it's detrimental if you're using it.
- 13:37I think it works just fine for a lot of brands and takes, takes a lot of
- 13:41the guesswork out of it, because anytime you go outside of something, you
- 13:44start doing custom things, there's more things that can to be considered.
- 13:48But, uh, no, I think it's pretty solid.
- 13:51Um, and for a lot of stores, it's, it's, it's totally adequate.
- 13:54If you're at a size and a scale with traffic and volume and revenue and
- 13:58everything, where a small incremental lift in your overall kind of data would
- 14:03offset the cost of putting that all into maintaining it, sure.
- 14:07Explore.
- 14:08There are other solutions that are a little more advanced, but
- 14:10like I'd say for the average store and advertiser, it does a really good job.
- 14:16I want to come back to what you're saying for like, when you want to squeeze
- 14:19things a little bit more and like when that starts to make sense.
- 14:22Uh, but coming back up one step, like, okay, so the Shopify setup, I think
- 14:25most people listening to this will understand, but just for the sake of
- 14:28making sure we, we, we get everybody that's literally, you go into Shopify,
- 14:33you go into sales channels, you install meta and you just like go through the
- 14:35setup process, you select max data sharing or whatever your settings need to
- 14:38be and that, that sets up the pixel on the front end, um, saying boards that
- 14:43might not fully understand front end and then back end is conversion API.
- 14:47Um, is that fair?
- 14:48Correct.
- 14:48Yeah.
- 14:48It's tight.
- 14:49It's called the Facebook and Instagram Shopify sales channel app still, but yeah,
- 14:54you go in and in the settings, there's a section for data sharing and you can
- 14:58connect your business manager and your dataset or pixel ID and everything.
- 15:02And, um, you can, I recommend setting it to maximum.
- 15:05There's a couple levels set it to maximum data sharing.
- 15:08And that'll handle, um, to your point pixel, it'll handle server side events.
- 15:13And one of the things that we can dive into layer, but one of the really
- 15:17important things when you have pixel and server side is that they
- 15:19deduplicate properly because I didn't an ideal setup from meta standpoint.
- 15:24And we were talking about like, what is an ideal setup, Sam set up look like.
- 15:28You're supposed to send a pixel event, which is a front side event and a server
- 15:32side event for every event.
- 15:34So if I go to Zach store and I go through and I make a purchase that purchase
- 15:39event for me should send a pixel and a server side event, but they should
- 15:43both be carrying a unique identifier called an event ID to deduplicate.
- 15:46So it doesn't count as two purchases.
- 15:48Cause I only made one purchase.
- 15:50That's the best practice set up to ensure you're capturing that event.
- 15:54Um, but if you don't deduplicate them, then you, then you have over counting
- 15:58and over reporting and all sorts of issues.
- 16:00So, um, the app handles all of that for you, which is why I think it's,
- 16:03it's a really good option.
- 16:04So it'll automatically take care of all that, but correct.
- 16:07Yeah, Brad, you, you set it up, connect it and you're off to the races.
- 16:10You really don't.
- 16:11Um, actually, Andrew, there was a founder's member the other day who was
- 16:14like rebooting their store and we went through and set it up and like, I think
- 16:17it was like a minute and a half on a call.
- 16:19And he's just like, Oh, like that was it.
- 16:21I was like, that's it buddy.
- 16:22You're all set.
- 16:23So, um, it's really straightforward overall, but yeah, it works well.
- 16:27Nice.
- 16:28Cool.
- 16:28So that, that covers it for the vast majority of brands, but there's
- 16:32obviously people, um, like Zach who want to crank it up a couple of notches.
- 16:37So like, what is there like a threshold for when it starts to make it like, okay.
- 16:40So I'm sure there's a couple of ways to look at it, like thresholds and
- 16:43revenue traffic or however you want to define it.
- 16:45And then there's those like unique scenarios where you're like health and
- 16:48wellness, which I'm sure we'll come back to, or you're doing something custom,
- 16:51like maybe some like quiz stuff or, you know, other stuff that we could, I'm
- 16:54sure we can, we can talk about that too.
- 16:55But, um, any way that you like think about, okay, we need to maybe go a little
- 16:59bit deeper than this, like, how are you, how are you looking at it?
- 17:01And how are you advising folks on when to do it?
- 17:04Yeah.
- 17:04But, you know, there's, there's not really a line and actually Zach would probably
- 17:08be more equipped to speak to that than I would be, but there's not really a line
- 17:12as I see it, it's just, if you get to a point where you're like, you know, we're
- 17:16at a certain level of size and scale, we want to make sure our data is, you know,
- 17:20cause some of these tools that aren't the app, you know, the app is designed
- 17:23to do exactly what it does.
- 17:25Um, some of these solutions out there, um,
- 17:27L of R blot out edge tag, all like there's
- 17:30other things because that's not pure tracking.
- 17:33I mean, it includes tracking, but there's other things that software can do.
- 17:37It can do like user fingerprinting and session stitching and some other things.
- 17:41And, and what I always tell people is.
- 17:44Will you get more purchase events?
- 17:46Not necessarily.
- 17:46That's not what it is.
- 17:47It's like you're capturing more purchases, but like you might have more user data
- 17:51on those upper funnel events that tells the platform, you know, for prospecting
- 17:55campaigns and things like that, who's hitting your website more effectively
- 17:58and helps it optimize.
- 18:00Like that's what I mean when I say incremental, it's not, you're not
- 18:02necessarily going to capture and report more revenue, more purchases and things
- 18:06like that, those events should still fire and be captured in a more regular setup.
- 18:10But those, those tools can add additional things from a SaaS standpoint.
- 18:15They can enrich your data and squeeze a little more out of it.
- 18:18Um, I always consider that somewhat incremental.
- 18:21So it really comes down to me to what is the cost of that platform cost?
- 18:26Um, with some of them, what's the ongoing like upkeep?
- 18:28Like we, I can tell you, we audit a lot of tracking of.
- 18:33We signed up for this tool and we don't use it anymore.
- 18:35And we're not sure what the aftermath looks like.
- 18:38Like we get a lot of that.
- 18:39So some of them can be technical and require some upkeep.
- 18:42That's more than some brands are equipped or willing to do.
- 18:46So you have to kind of consider all that.
- 18:47But if, if, if that all makes sense and lines up for what it gives you, then,
- 18:52then I think it's could be worth it to try.
- 18:54Um, but I don't have like a hard, like at this dollar of revenue or at this
- 18:59amount of traffic or events, does it make sense?
- 19:02There's no like, like hard line on that.
- 19:04It's just kind of, I think when it starts to make sense for
- 19:07you as a brand to look at it.
- 19:09Yeah.
- 19:09I mean, the way that I justified is like, if you're spending a few
- 19:12hundred thousand dollars a month on ads, probably should take a look at this.
- 19:16Right.
- 19:16And make sure everything's dialed in.
- 19:18Right.
- 19:18I think that that's just like the baseline thought on my end.
- 19:23Oh, yeah.
- 19:25I mean, I think let's, let's get into like
- 19:27some of the other things that you can do.
- 19:30Right.
- 19:30So I remember like one of the, one of the questions that we had for you,
- 19:34Brett was, is there a way for us to see and run pixel events for a new customer
- 19:40purchase versus returning customer purchase?
- 19:41Cause maybe we want to test optimizing off of that to see if we can
- 19:44get focus on new customers, right?
- 19:46Is there, is there some level of event data or something that's happening on
- 19:51the backend that might be able to actually show better performance if we
- 19:54just opt to optimize off of new purchase?
- 19:56Like tell us more about the other things that we can start to do with like
- 19:59going a step deeper than just the standard setup.
- 20:02Just to at the high level.
- 20:04Yes.
- 20:04You can definitely capture events, um, either through like a platform,
- 20:08like an L a bar or a blot out Shopify actually has that as part of their core
- 20:12web API.
- 20:13So even if we do something with like Google tag manager, we can still
- 20:16determine was this event from a new customer that's never bought from you
- 20:21before, or is it not a new customer?
- 20:23Right now you're returning customer and you can fire like a custom meta event.
- 20:27For example, um, you could even do a custom Google conversion if you wanted,
- 20:30but, um, you know, you can fire those respectively where you say, this is a
- 20:35new customer purchase versus this is a returning customer purchase.
- 20:38And then you could choose to optimize for a new customer.
- 20:41That's the technical side.
- 20:42My opinion and soapbox on it is I don't actually know how useful that is.
- 20:47I'm always at like a results talk, right?
- 20:49So if it works and it works and we can repeat that like any other kind of
- 20:53experiment, like great, like what does my opinion matter it works, right?
- 20:56But my thing with that has always been there's no metric in metasys.
- 21:01And I think we talked a little bit about this Jack, Zach.
- 21:03And you mentioned something that you had talked about on a call as like alternate
- 21:06reasoning that I think would be worth like going through, but from the technical
- 21:09side, there isn't a metric in meta system
- 21:12that says it's new customer that you like.
- 21:15There's no recognition and metaside like, Oh, this is a new customer.
- 21:18Um, so when you're passing a new customer event, you're really just passing a
- 21:22subset of your overall purchase event.
- 21:25And is meta going to be able to optimize toward that group of users as a new
- 21:29customer and go find other people who have not bought from you before?
- 21:34Not necessarily.
- 21:35So I know some people that have tried optimizing for it and it worked for a
- 21:39little stretch and then maybe kind of, you know, petered off over time.
- 21:43Um, I've never been super sold on the technical backend of it, but it's
- 21:46definitely possible and so we try and it's worth testing.
- 21:50For sure.
- 21:50We just wanted to try it.
- 21:52Right.
- 21:52Similar thought.
- 21:52It was like, let's just see what happens.
- 21:54No bump in performance.
- 21:56So like, I don't think, and again, that's just one dataset to use is just us, but
- 22:00same, but for us, by the way.
- 22:02Okay.
- 22:02Got it.
- 22:02Yeah.
- 22:03I mean, this last week, we tried it.
- 22:05Didn't do anything.
- 22:07I think optimize enough of the main standard purchase event is probably
- 22:10the way to go 99% of the time.
- 22:12Right.
- 22:12So, um, yeah, I'm glad that you called that out though.
- 22:16Yeah, that and exclusions, right?
- 22:18I mean, using as robust of exclusions as you can in your ads, I think is probably
- 22:21a better overall approach than just trying to optimize toward an audience of
- 22:25people who it's their first time buying from you.
- 22:28Um, and, and I could be wrong about that, right?
- 22:30Meta could have something in their infinite data point structure that says
- 22:34like this person interacted with this store for the first time or whatever, but
- 22:39we haven't really seen any proof or evidence of that.
- 22:42Um, so it's all kind of speculation.
- 22:43Honestly, I think it's been a little bit more almost marketing fodder for like data
- 22:47tools to say, Oh, we can do this.
- 22:49Then it is like real actual practical execution and like results off of that.
- 22:55But, um, it's like, I've heard some for some periods it's worked.
- 22:58So it's definitely worth testing and trying if you want to.
- 23:01And it's definitely something that's available, especially if you're on like
- 23:03Shopify, um, this is a, this is an ask for a house to sponsor the next, uh, I
- 23:10don't know, handful of podcasts and give me house for free so I can technically
- 23:14trial that, you know, trial this out and run it by, uh, you know, the book.
- 23:18But outside of that, yeah, we tried it ourselves.
- 23:21No difference.
- 23:22Um, should we get into EMQ?
- 23:25Um, yeah.
- 23:26So the one I would love to talk about EMQ and just like really briefly, can I
- 23:30actually let's talk about Cappy first.
- 23:32If you don't mind, um, you have the default install and just so I
- 23:36understand what Cappy does.
- 23:38Cappy goes on your site and if someone is filling out a form or puts in their
- 23:45email to capture it, it tags that together.
- 23:49Is that what Cappy is part of what Cappy is?
- 23:52What is Cappy?
- 23:53No, it was a good try.
- 23:54It was a good try Foxwell, but, um, no, so, so what Cappy is, is it's an
- 23:59alternate route to send your data to meta.
- 24:02Then the pixel, the pixel we all know and love that's been around forever.
- 24:05So it's an alternate route.
- 24:07Um, the pixel is JavaScript.
- 24:09So it's code that lives on your website and it shoots data
- 24:12directly back to meta from there.
- 24:14The issue with that is it can be disrupted and blocked by all sorts of things.
- 24:18So like browser load errors, slow internet connections, ad blockers,
- 24:22JavaScript blockers, there's a myriad of things that can disrupt that
- 24:26pixel sending that signal back.
- 24:27So Cappy stands for conversion API.
- 24:30And it's, it's met as terminology for server side tracking, but it's essentially
- 24:34a, instead of sending it via JavaScript via the pixel to meta, we're actually
- 24:39going to capture that on our own servers.
- 24:42And then our servers are going to connect to meta servers directly with
- 24:46an API and pass them that data.
- 24:48Right.
- 24:49And it's capturing, it's capturing the things that they're
- 24:51doing though on the site.
- 24:53The same events.
- 24:54It's all the same data and all of the same events that the pixel sends.
- 24:57Correct.
- 24:57So that's what I meant.
- 24:58Like it's capturing action, not related to the pixel.
- 25:01I didn't say that properly, but it's like, if they put in their email or
- 25:04they start filling out a form or they click add to cart, like it's capturing
- 25:09all that information just independently of the pixel.
- 25:12Yeah.
- 25:12It's same information, but sending it to meta different that's less likely to get
- 25:18disrupted.
- 25:19Okay.
- 25:20I was thinking about if I was going to ask this on the podcast, because it
- 25:22risking looking stupid, but I don't fucking care.
- 25:25So I'm stupid.
- 25:26So I just wanted to make sure like that's what I thought.
- 25:29And I want, so that's what Cappy is.
- 25:31Is there anything that people can do to help improve the Cappy experience?
- 25:37Uh, I think one main sort of distinction to make up front is, is that Cappy is like
- 25:42server side events when it comes to emails and stuff like that, that's EMQ.
- 25:45And that's what Zach mentioned that we can definitely dive into in more depth in a
- 25:49minute.
- 25:49Um, when it comes to Cappy, really, you just want to make sure you have it
- 25:53implemented.
- 25:54So the numbers kind of move, but metas official documentation has always been
- 25:59you get somewhere between eight to 13% more events by having Cappy in place
- 26:06alongside your pixel in a redundant setup than just pixel alone.
- 26:10So Cappy is really valuable in that sense of you would have some signal loss if you
- 26:14just were using the pixel.
- 26:16Whereas if you have Cappy, I mean, let's say ballpark nine or 10%, that can be a
- 26:21huge swing as far as like revenue and purchase of activity reported and things
- 26:26like that.
- 26:27Um, in regard to make making it like, I guess, as effective as possible, you just
- 26:31want to make sure it's a, it's a strong, robust Cappy setup.
- 26:35It's a true redundant setup.
- 26:36So like the Shopify app would take care of that for you.
- 26:39If you're using Google tag manager or something like that, just making sure you
- 26:42have a Cappy implementation in place alongside your pixel that captures all
- 26:46the same events, you should be in good place.
- 26:49It's it copies really a backstop to get any of those events that the pixel loses
- 26:53or drops or their signal disruption.
- 26:55How would someone know?
- 26:57How would they know if the pixel, if like the Cappy setup isn't good?
- 27:02So, so let's say I have the default installed and I'm like, I feel like I'm
- 27:06not doing good here and then I'm like, see an ad for, you know, one of these
- 27:10tracking things I'm like, should I sign up with it flat out or whatever?
- 27:13Like, can I just, where do I look to solve this on my own?
- 27:16Yep.
- 27:16So the main, the main place you'd want to go where we spend most of our time is in
- 27:20the meta events manager.
- 27:22So if you go into meta business manager, um, the events manager tool in section
- 27:26will show you all the events that are coming into your site.
- 27:30And in that overview on that dashboard, there's a column that says connection
- 27:33method, and if it says multiple, that means you're getting events via both
- 27:37pixel and Cappy, and you can actually expand any of the individual events.
- 27:41And there's a chart, there's a graph that's actually really useful.
- 27:44And it shows you, here's the server events that are coming in.
- 27:47Here's the pixel events that are coming in
- 27:49and they should be pretty tightly correlated.
- 27:51So if that all is there and is in place, um, you're probably in, in good shape.
- 27:56I mean, shameless plug.
- 27:57If you're unsure how to check that we offer that as we do meta tracking audits
- 28:01to make sure all that stuff's in place and, and dialed in, but, um, yeah, that's
- 28:06where you'd want to look to see if you see that multiple, like it's coming in
- 28:10from multiple channels and you look at that graph and you're getting server and
- 28:13pixel events pretty consistently, you're probably in good shape.
- 28:16So meta events manager would be where you want to take a look at that.
- 28:19I have a pull up right now.
- 28:20I'm looking at it.
- 28:21Does automatic website matching impact,
- 28:23um, like conversion API or EMQ or not really?
- 28:27No.
- 28:28So, so EMQ, when we look at it and meta events manager is actually, that's all from
- 28:32copy.
- 28:33So if you don't have a copy connection, that tab won't even show in events manager.
- 28:37Um, automatic advanced matching, if we distill it down is really just what
- 28:41you're telling the pixel, it's a pixel based tool is any page that the pixels
- 28:46installed on that you're saying, go ahead and scan that page in that code.
- 28:50And if you see things that are email addresses, phone numbers, names, named
- 28:55fields, go ahead and pass that data back with the pixel for match purposes.
- 28:59So you're just giving it some automated leash to identify that information and
- 29:03send it back and that does help match rates, which we can dive into more, but
- 29:07that's really like how the platform optimizes.
- 29:10So if I go on, um, Zach store and I make a purchase meta needs to match that action
- 29:16up that purchase on his site up with a user on their platform.
- 29:19So they need to connect that back.
- 29:21And then once they know I'm a user on their platform, then they're like, okay,
- 29:23let's go find other Brett fishes who with all of our data points has similar
- 29:28interests and we think would also be a prospective customer.
- 29:31That's how the meta optimization engine works for ads.
- 29:34So it's really important that you pass as much of that, that match data back as
- 29:39possible to help the platform do that and more efficiently optimize your ads.
- 29:44So it's a pixel based thing.
- 29:45The automatic advanced matching, but we highly recommend having it on and having
- 29:49any of the match keys on, unless you have like a strong business reason.
- 29:53Some of them aren't as important, like gender date of birth, probably not as
- 29:56important, but like name and email and external IDs and things like that are
- 30:00really good to pass if you can.
- 30:02Yeah.
- 30:02I mean, that's like one of the first things that we check in audits just as
- 30:05like to make sure it's turned on and almost always not all of this turned on.
- 30:08So maybe that's like a low hanging fruit thing that people can do.
- 30:10The other thing I would tell anybody, I call it the silent killer and that's
- 30:14probably a little dramatic, but I can, I can't tell you how many audits
- 30:17we find issues with this.
- 30:19There's a section in the settings tab of events manager.
- 30:21If you scroll down that says event set up tool and event set up tool is
- 30:26a codeless tool that meta offers.
- 30:28So if your pixel is installed on a site and you really need to get an event
- 30:32tracking on like a button click or a link click, but you don't have access
- 30:34to the code and you can't add events and stuff, you can use this event set up
- 30:39tool, which is a codeless tool for meta to do that.
- 30:41The problem is, is what we see with so many advertisers is at some point in the
- 30:45past, too many cooks in the kitchen, summer marketing intern, whatever, has
- 30:49set up events via the event set up tool.
- 30:51And they have a normal regular e-commerce tracking set up in place.
- 30:56So they'll be getting like huge duplication on like add to carts or
- 30:59sometimes purchases and things like that.
- 31:01And if you look in the site code, even you won't see it, it doesn't exist.
- 31:05You can only see it if you're in that event set up tool.
- 31:08So that's always something I recommend people check too.
- 31:10It's just like, make sure there's no events in there.
- 31:13It serves its purpose, but you can't pass back like dollar values and
- 31:16skews or anything else.
- 31:17It's just a pure like event tracking.
- 31:19So, um, that's always one I recommend in the settings too, Brad, that you check
- 31:23on audits because it can cause all kinds of problems.
- 31:27So probably some intern reading the Foxville digital blog, you know, full
- 31:31of a lot of goodies on there, your conversation with Brett about the EMQ
- 31:35and about your own EMQ.
- 31:37What, what were you trying to solve?
- 31:39And then like, what is it?
- 31:42And what did you know about it?
- 31:43And then what did Brett kind of illuminate for you there?
- 31:45So I was curious on.
- 31:49Like, I mean, I had the, I had the understanding that event
- 31:52match quality, the better it is, the better, you know, better results you get,
- 31:56right, the more data you can send back to meta, I would hope that the better
- 31:59performance we get out of, out of our ad account, right?
- 32:02So simply put, that's all I knew.
- 32:05Right.
- 32:06What is it actually in, what was my question for Brett was like,
- 32:09what do the numbers mean?
- 32:11Right?
- 32:11Is a nine good, is a seven good?
- 32:13I have no idea.
- 32:14It's out of 10.
- 32:14So like, what are these scores actually mean?
- 32:16And what do I need to get worried?
- 32:18Right?
- 32:18So one of the things that we were running on one of the brands is that we were
- 32:21having issues, all sorts of issues with, with our, um, basically pixel tracking.
- 32:27We had health and wellness hit us.
- 32:29A bunch of stuff started to happen.
- 32:30Um, that was all accidental that we got reversed.
- 32:33But, um, one of the things I was curious on is like this, this event, event
- 32:36match quality, and I was like, okay.
- 32:39I see the number went down and it came back up.
- 32:40Like, where should this be?
- 32:42So that was one of my first questions was like, I don't know what's a good score.
- 32:45You know, sometimes you get graded.
- 32:47Is it, is a nine good?
- 32:48Is that an A or is that actually, you know,
- 32:51are we, you know, curving that a little bit?
- 32:54Like, I don't know.
- 32:55Right.
- 32:55So that was the first question was like, what do the numbers actually mean?
- 32:58And how good do they need to be?
- 32:59Do they need to be 10 out of 10 or can they be lower than that?
- 33:02What does that look like?
- 33:02So Brett, why don't you like go through that?
- 33:05Let's talk to you like the main events that we would see page view, add a cart,
- 33:09purchase the sheet checkout, like, how do you think about those?
- 33:12What, what did the numbers look like?
- 33:14Is there a number that kind of raises a red flag for you or yeah.
- 33:18Tell us more about those.
- 33:19Yeah.
- 33:20So, um, so the first thing is EMQ stands for event match quality.
- 33:24So that's, it's important to remember because that's what we were just talking
- 33:27about is it's a, it's a quantitative way for meta to kind of tell you how well,
- 33:33how confidently can we match this event, this action on your website to a user on
- 33:38our platform that's, that's the gist of it.
- 33:41Um, so, you know, it's, it's what data are we passing back to help meta make
- 33:44those matches, which drives optimization, which obviously helps your ads
- 33:49performance and efficiency and all that good stuff.
- 33:51Um, it's on a scale out of 10.
- 33:55I've never seen a 10 on any event with real data.
- 33:58So don't obsess about that to those listening.
- 34:00Like I've never seen an actual real 10.
- 34:03The other thing I would say before we kind of dive into the details is
- 34:05EMQ is a little funny, funky.
- 34:09Um, it's weighted.
- 34:10It can be gamed.
- 34:12There's, there's a lot of elements to it.
- 34:14So I think what we can go through is like, what are the important things to focus
- 34:18on and to care about and not dwell on like it's not a 10 or it's, or it's this
- 34:22score, but more like what we're sending back.
- 34:25So, um, it, it, so the first thing is EMQ will vary.
- 34:30It's always starts the lowest on like the highest funnel event.
- 34:33So when the user hits your website and you get like a page view event, that
- 34:36first landing page view, you're going to get the lowest EMQ scores of your range
- 34:41there, um, and we see everything there from like a four and a half to like low
- 34:46sixes, um, depending on what gets passed back.
- 34:49So for what it's worth hollow, I'll just run through my numbers.
- 34:52And then we can use this as an example, seven on the dot 7.0 page view,
- 34:58which seems high, which is great.
- 35:00So I've got a 6.3 pulled up.
- 35:02So you're winning.
- 35:03And we can dive in in a minute to a little bit of what's like fueling that and why,
- 35:07but that's a good score.
- 35:09So page view 7.0 view content.
- 35:12So to your point, like as you kind of get through the funnel, right?
- 35:16To add to cart.
- 35:17So page view seven view content, seven one, add to cart 7.2 purchase nine points
- 35:23or initiate checkout 8.5 purchase 9.0.
- 35:28Um, so just to give an example, live example brand that we're spending, you
- 35:31know, seven figures a month on, there's a lot of events going through this.
- 35:34So not just a few.
- 35:36Um, but yeah, keep going, Brett.
- 35:38All right.
- 35:38Yeah.
- 35:38And the reason, but the re and the reason for that is when, when someone hits your
- 35:42website, they haven't given you any information.
- 35:45They haven't submitted anything.
- 35:47You don't have any of that user match data to send back.
- 35:50There are some technical parameters that you can capture like when they first hit.
- 35:54So, um, uh, Facebook's Facebook has two parameters and FVP and an FBC, which
- 36:00we'll dive in a little more.
- 36:02Cause I think the FBC is a really important one and valuable to dive in a
- 36:05little more on in a second, but there's those, there's like your IP address.
- 36:09There's a bunch of things that you can pass when a user hits before
- 36:12they've submitted anything to you.
- 36:14That's what's going to fuel that, that page view score.
- 36:17Um, also a lot of stores will like, if you have a user logged in, possibly
- 36:21that has an account that's logged in, you might have access to their email
- 36:24and their phone number or something right away when they hit the site.
- 36:28So those things all fuel that page view, EMC score, E and Q score right
- 36:32when someone hits, but they haven't made a transaction, you know, they
- 36:35haven't submitted like their name or their email or anything like that.
- 36:38So we get those technical kind of parameters.
- 36:41Shopify also has one.
- 36:43There's a parameter called an external ID, which is just like a customer ID.
- 36:46Um, Shopify assigns a unique one when the user hits your site and it
- 36:50carries through their, their whole session.
- 36:52So you can pass all those things when you use your hits before
- 36:54they've made a transaction and sent you.
- 36:57So that's, that's what fuels those likes.
- 36:59Like we see a lot of like fives, low sixes, seven is great.
- 37:02You must have some like logged in users.
- 37:05There's another thing to mention here is there's, there's some data providers
- 37:09that also use like IP geolocation.
- 37:11And this gets a little in the weeds, but like they look at your IP address and
- 37:14they guess your city, state, and country and all that based on your IP.
- 37:18And they pass that information back.
- 37:20So sometimes we go in an audit and it's like a page view and we're like,
- 37:23we're getting state and country and zip code on a hundred percent of events.
- 37:27How's that possible?
- 37:28Like we don't know that yet.
- 37:30That's usually like IP geolocation.
- 37:32And that's what I mean by like, EMC can be gained a little bit.
- 37:35So when you see those numbers and for anyone that wants to look,
- 37:39if you want to look at what your EM actually makes up your EMQ score,
- 37:43the main overall scores will be in your events manager overview tab.
- 37:46But if you expand on any of the events and go into the event details,
- 37:50there's a little sub tab called event quality.
- 37:52And you can see like the rate of all these things being captured.
- 37:56Um, that's just that they're being captured.
- 37:59It's not saying they're unique or authentic value.
- 38:01So I could put Brett Fish as the first and last name on every event on a site.
- 38:06And it would say I'm capturing first and last name a hundred percent of the time.
- 38:09Although that's not valuable to the platform, right?
- 38:11So it can be gained a little bit, but, but that's what's fueling
- 38:15those like upper funnel EMQ scores.
- 38:18Um, the more data to exact original point, of course, the more data you send the
- 38:21better, as long as it's actual real authentic relevant data and not just
- 38:26like, I'm just obsessed with trying to drive up my EMQ score.
- 38:29So I'm going to send a bunch of kind of BS back to meta.
- 38:32That's not, that's not helping your efforts at all.
- 38:34Anyway.
- 38:34And then you get all the way down the funnel to a purchase.
- 38:36I make a purchase on the site.
- 38:38I'm probably submitting my name, my email address, my actual address,
- 38:42shipping address and all that.
- 38:43So now we can pass all that additional information back in addition
- 38:47to what we had passed before.
- 38:48And that's what you gets you up into the high eights, low nines.
- 38:52Um, typically for a purchase, which let's be honest, purchase events,
- 38:56probably the most important.
- 38:56It's what the majority of advertisers are optimizing toward.
- 39:00So the match rates really critical.
- 39:02We see usually like high eights to low nines, like nine three is usually
- 39:06like the highest I've seen it.
- 39:08Um, high eights you're probably fine.
- 39:10Like eight six, eight seven, anything below an eight.
- 39:13Jack speaking to red flags is something we would be like, we want to
- 39:16at least look at this and see why.
- 39:18Um, metas official documentation is that a six is the minimum they recommend
- 39:23to actually use to optimize your ads on, but a purchase event with all the data
- 39:28that should be available there.
- 39:29You should be in the high eights, low nines in that, in that area.
- 39:33So you're going on, you go through this, you're looking at this, you're
- 39:36grandeur listening to this and you're looking at the numbers.
- 39:39What are the things that you go in and would do to, to like some top things
- 39:44you go in and try to solve this to make these a little bit better for some folks.
- 39:47Right.
- 39:48Or is it all over the map?
- 39:51It's, it's a little relative to each event.
- 39:53Like what you could practically hope to capture and send with each event.
- 39:58I think you just have to be realistic about that.
- 40:00Um, what we would do if like we were going to look through it is what are
- 40:03we receiving at each stage and does that make sense?
- 40:07Um, like, and, and it's, there's a little bit of common sense, not even technical.
- 40:10It's like, if someone's added something to their cart, do you have their email
- 40:13address, probably not unless they're logged in.
- 40:15So am I worried, you know, if, if there's no email on an ad to cart, no, but we
- 40:20should be getting their IP address.
- 40:21We should be getting other things.
- 40:23Um, two, two important things I think is a good time to mention.
- 40:28The two most important highest priority match keys and metas whole system.
- 40:33And they have documentation on this are the Facebook click ID, the
- 40:37FBC parameter and the email, the user email.
- 40:41Those are the two most important things.
- 40:43If you don't, if you can't send anything else, if you send those two parameters
- 40:47and Facebook click IDs, definitely like the top one, and I'll talk about
- 40:50that in just a second, but those are the two most important.
- 40:52So especially on a purchase event, I would really focus on those.
- 40:56I'd look at like, are we getting an email?
- 40:57We should probably have it on a hundred percent of events.
- 41:00And then are we getting the Facebook click ID?
- 41:03Now here's the caveat with the Facebook click ID.
- 41:05And this came up when I was talking to Zach, it's not going to be at a
- 41:08hundred in your events manager.
- 41:10Events manager is every event your site is receiving, not just
- 41:14what's being driven by ads.
- 41:15So even if a user originates from an organic Google search, you're going to
- 41:19get a purchase event fire when they purchase on your site, the click ID,
- 41:23that FBC parameter is only going to be present on sessions and purchases
- 41:28that came from a meta ad on one of their entities.
- 41:32So a lot of times we'll go into a purchase and like FBC parameter will be like
- 41:3727% of purchase events have the Facebook click ID.
- 41:41That's not a red flag.
- 41:43That's not a problem.
- 41:44What we always recommend is this.
- 41:45Like, if you have the data, like compare that to generally what you think
- 41:49that the volume of the proportion of your purchases are that come from meta ads.
- 41:54So like, if, if you think that 75% of all your purchases come from a meta ad,
- 41:58but you're only at 20% click ID, maybe that's something to look at because
- 42:02there should be more of those events then that have that click ID, but it's
- 42:06not a red flag to see that number lower than usual in the events manager, a
- 42:10lower than a hundred because it's only going to be from the events
- 42:13that came from meta ads and that's we're looking at all events.
- 42:16Would, so you said compared to kind of what you think meta is driving.
- 42:21So it could be, it could be higher than that in the event that maybe you have
- 42:24a ton of organic traffic, but meta ads are doing a solid job at capturing
- 42:28that and retargeting it with like a DPA or maybe some other stuff, but it might
- 42:31be lower than that if you have like a high AOV and the purchase, the person
- 42:36took 30, well, maybe you can, you could tell me it's like if they click on the
- 42:40ad and they went and researched and came back to it two weeks later after they
- 42:43saw something else, are they going to pass through is a Facebook click ID going
- 42:46to exist on that purchase event?
- 42:49It's possible.
- 42:50It all comes down to the cookie expiration because what happens is, and we
- 42:54won't get too technical in the weeds, but what happens is when a user clicks
- 42:58your ad on Facebook or Instagram, meta pens, a URL parameter to that link
- 43:04coming through to your website, kind of like a UTM that a lot of people are
- 43:07familiar with, and it's the FBC LID is you can see it in the URL.
- 43:13That is a really important value because what that says to meta is it's just a
- 43:17string value, but it says this user clicked this ad at this time and then
- 43:23went to your site, so it's super deterministic.
- 43:25So if you pass that back with your events, medic can look at that FBC and
- 43:28be like, well, Brett fish, click this ad at this time at this, and then made a
- 43:33purchase on Zach site 10 minutes after we're definitely attributing that purchase.
- 43:37So it's really deterministic, but what happens is when you hit the site, if you
- 43:41have the meta pixel installed, it'll grab that URL parameter and store it as a
- 43:45cookie in the browser.
- 43:47And so it really just comes down to the cookie expiration, which a lot of times
- 43:51is like, I mean, your attribution and ads manager, a lot of people use like a seven
- 43:54day click attribution, but the cookie expiration is usually around like 28
- 43:59days. So that value to your question, Brad should still be in there if they come
- 44:04back, but you know, in ads manager, if you're only using seven day attribution,
- 44:08if it's passed out, it won't attribute, but that click ID will still should still
- 44:12be valid as long as the cookie is valid.
- 44:15Got it.
- 44:15Cool.
- 44:16And if you had to Google what deterministic meant when Brett said that
- 44:19word, like you're not alone, so it's all good.
- 44:21Um, I get it.
- 44:22It's the most important though.
- 44:24And I, the reason and Zach and I talked a little bit about this on our call, it is
- 44:27the most important parameter because it's meta provided, right?
- 44:30It's not like I'm submitting an email and we hope the email that I submit on my
- 44:35order on the store matches my email that I'm registered with on, on Facebook and
- 44:39Instagram, so we can match that up.
- 44:41That value is coming directly from meta.
- 44:43They know who the user is, when they click the ad, what ad they clicked.
- 44:47So it's, it's very, very deterministic.
- 44:50If you're going to pass one parameter, that's the one and there's, there's
- 44:53a lot of misunderstanding around it.
- 44:54Um, but it is important.
- 44:56So, but I always want to point out just because it's not on a hundred
- 44:59percent of your events, that's not a red flag or anything to freak out about.
- 45:02That's normal, but that is a really important one to make sure you're
- 45:06capturing and passing, especially if you, um, if you happen to be an
- 45:09advertiser that's doing like Cappy only and not using the pixel.
- 45:13So you don't have that automatic mechanism of setting the cookie and all that.
- 45:17You want to make sure you're manually, you can still manually capture
- 45:20that value and pass it with Cappy.
- 45:22You want to make sure you're doing that.
- 45:23Cause that's a really important value to your optimization
- 45:26and add success on the platform.
- 45:29Is there anything else that you guys talked about in your call that you
- 45:31think you don't want to dig into or do you want to switch over to the
- 45:34health and wellness, uh, total non-disaster?
- 45:37I think.
- 45:37Yeah.
- 45:38I mean, that was mostly, that was mostly it, right?
- 45:40I think it was just like getting the understanding of what,
- 45:43really how Cappy works.
- 45:44It's kind of like two channels of information, trying to match some of
- 45:48that to like, you know, be duplicate information, ideally Cappy or
- 45:53server side data is even stronger to your point to give meta, even more.
- 45:57Data back than what you might miss, uh, that, that the pixel might miss.
- 46:02Um, so that clarity was helpful.
- 46:03The EMC, EMCQ, uh, event managed quality component was important too, because
- 46:09again, like without the context of like, is a nine good for purchase?
- 46:13You kind of freak out and you're like,
- 46:14maybe this is why my ads aren't, aren't working.
- 46:17So I think that was just like peace of mind more than anything.
- 46:20FPC component of it too.
- 46:22Like we were looking across the multiple brands that we own and operate.
- 46:25And one of them was at like 48% um, FPC and purchase.
- 46:29And one was at like 63 and it was like, okay, that makes more sense on the 63
- 46:33one, because it's very impulse purchase related.
- 46:35Like I think more of our traffic is actually from meta driving that purchase
- 46:39than even other channels, organic email,
- 46:42other, other, you know, click based traffic.
- 46:44So to get the FPC tag to carry through makes a lot of sense.
- 46:48So again, I think for me, it was more just making sure everything was in good
- 46:52standing and that if there was something missing that we could at least identify
- 46:55it, so, um, which I think is really like the best rationale of like these audits
- 47:01with bread is like to get that peace of mind, right?
- 47:03Cause otherwise you might just be thinking your ads are, you know, working
- 47:07great where they might not be, or you're freaking out like I was thinking that
- 47:10that's the issue.
- 47:11So, um, meta health and wellness.
- 47:13Let's get into that.
- 47:14Just before we dive into that though, is, you know, met is one of the main growth
- 47:18engines and channels for most advertisers and brands.
- 47:21These, these same things kind of about EMQ, like, um, Google has what
- 47:24they call enhanced conversions.
- 47:26Um, tick tock has match rates, all the same kind of stuff.
- 47:29So this is more and more like across all major digital ad platforms is with
- 47:34like what medicals EMQ, but is passing back as much user data as possible so
- 47:39that these platforms can match website actions with their platform users.
- 47:43It's big across all channels.
- 47:45Obviously with meta, it's very like granular and broken down and like, you
- 47:48can really dive in and see it, but it is relevant and important on, on a lot
- 47:53of these ad channels, not just meta, but metas like, you know, where most people
- 47:57focus and where it's like really easy to dive into your scores and all that.
- 48:00So for what it's worth health and wellness, what's, uh, what's the business?
- 48:04What's going on?
- 48:04Everybody, everybody freaking out for no reason, or, uh, is it actually a problem?
- 48:09No, it's a problem.
- 48:10Um, there's a lot of people I know that would, would definitely tell you
- 48:13it's a problem, uh, I can give, I mean, feel free to ask any questions like
- 48:17you guys have on it, but I can give kind of the quick, we were kind of like
- 48:21accidentally ex sort of experts in this area.
- 48:24Um, but I can give you the quick kind of backstory and framing.
- 48:28So that does sound good.
- 48:29Yeah, absolutely.
- 48:31So the real start of this is met has been hit with a lot of class action lawsuits
- 48:34about, about user data and privacy.
- 48:37And that becomes even more.
- 48:39Important and critical around industries like health and finance, where that data
- 48:44is very, you know, obviously a lot of people have heard of HIPAA, um, health
- 48:48privacy data policies and things like that.
- 48:51Um, it becomes even more sensitive and important around
- 48:54things like health and finance.
- 48:56So back in it's, we started getting notices, I think in December of 24.
- 49:00So this last year, and then things really started rolling out in January of this
- 49:04year, but so meta had rolled out this essentially this.
- 49:08Process and set up in their system where they scan the website, the URL, where
- 49:14you're sending all of these great events that we've been talking about, like
- 49:18purchase events, things like that.
- 49:20When those come in, they scan that website with an automated system and kind
- 49:24of like how the ad review process works and how they scan ad landing pages.
- 49:28Similar, but different and distinct.
- 49:31They scan and look for, for any content or data that could be.
- 49:36Sensitive.
- 49:37So health and wellness related financial related things like that.
- 49:41Um, the original rollout that happened in January, they started it, I think
- 49:45their highest priority level, which was
- 49:47anything that goes after a specific condition.
- 49:49So if you're selling a treatment for.
- 49:52Anxiety or cancer or something like, like very specific, they went after those
- 49:59advertisers first and what happens is they scan the URL on the website.
- 50:02And then they apply a category that's like a health and wellness category.
- 50:06Um, if you're curious, if you are, are in that category, it might be in the
- 50:10events manager that we talked about in the settings, there's a section that
- 50:13says manage data source categories.
- 50:16And you can go in there and see if your domain has been categorized, but.
- 50:20Um, they rolled out a category that was health and wellness condition.
- 50:23And there to your point, Brad, this is a big deal because the restriction that
- 50:27came that accompanied that in events manager was you lost your lower funnel
- 50:32events, most likely, um, the reason for that is those are all intent based events.
- 50:36Right.
- 50:36So anyone can accidentally click an ad hit a website, but let's say I have
- 50:40athletes foot, right?
- 50:41Gross.
- 50:42I go, I see an Adam like best athletes, but treatment suite, I go to the site.
- 50:46I add to cart and I purchase that sending a pretty strong signal back to meta that
- 50:50that I have athletes foot because I purchased a treatment and that's what
- 50:54that site's about.
- 50:55So that's what they were trying to eliminate is so they eliminated
- 50:58everything below, lower in the funnel interview content.
- 51:01So I had the car initiate checkout, all the pay ad payment method purchase,
- 51:04all that stuff and went away.
- 51:06So that's a huge deal because 90% of advertisers are, are optimizing for
- 51:10purchase, you lose that event.
- 51:12Your performance is going to pretty much start degrading immediately,
- 51:14which is what we saw.
- 51:16So, um, you know, there were some options that came up.
- 51:19There were options on X that were talked a lot about like, um, using custom events.
- 51:23Ironically, meta originally said, don't do that.
- 51:25They produce documentation that said, don't do that.
- 51:27But now there's like.
- 51:29Dozens of firsthand accounts of meta reps actually telling advertisers
- 51:31use custom events and just keep advertising.
- 51:34But that was the solution then was, you know, um, use an event that in all
- 51:39practical purposes is a purchase event, but call it something else, call it
- 51:42success or call it, you know, whatever.
- 51:45And we'll pass that back.
- 51:46Only those standard events like purchase are blocked.
- 51:49So you can keep using these custom events.
- 51:51And that was, that was a solution for a while that worked.
- 51:53I'd say it was probably about Mike, just my take was about 60% successful.
- 51:58We heard some that it didn't work for, but some it did work for.
- 52:01Um, and then in June, they introduced a new wrinkle and they introduced a new
- 52:06categorization that was health and wellness other, which is a lot more gray
- 52:09area and like generalistic, but it's essentially any business that's like,
- 52:14or advertiser that's tangential to health and wellness.
- 52:17So not even a condition, but, um, you know, it can be all sorts of things
- 52:21that are related to health and wellness.
- 52:22And you get hit with this health and wellness other categorization.
- 52:26And the restriction is, is that you get put into what's called core setup.
- 52:29You don't get lose your bottom of funnel events necessarily,
- 52:32but they put you into core setup.
- 52:35Core setup.
- 52:35I've seen some stuff on Twitter from some people like, oh, core
- 52:37setup will destroy your ad account.
- 52:39I don't totally agree with that on a technical level.
- 52:41Cause core setup was around before health and wellness.
- 52:44They've used it in like other industries like finance.
- 52:47It's just a way to close some data loopholes so that as advertisers, we
- 52:50can't pass sensitive data back in like URL parameters like UTMs or in event data.
- 52:57So I can't add a custom parameter to my purchase event.
- 53:00That's like credit score, right?
- 53:02They block that cause they're like, you're in finance.
- 53:04You can't send that stuff.
- 53:05So it's a, it's a way to close data loopholes.
- 53:07What's been interesting though is, and this is from talking to dozens
- 53:11and dozens of advertisers.
- 53:13It seems though, however, when that categorization is applied to the dataset,
- 53:18that there is some negative impact on the ad account.
- 53:23Um, one client referred to it as a mysterious force, which is, I think
- 53:26is about as specific as we can be.
- 53:28Meta has not produced any like documentation or comms on this, but you
- 53:33know, once we saw it across.
- 53:35Dozens and dozens of accounts, you're like, okay, this isn't just a one-off.
- 53:38This is a, this is a trend.
- 53:39This is a thing where once that health and wellness categorization hits the
- 53:43dataset and you're put into core setup, we've seen like spend dropping
- 53:47conversion rate, dropping CPA, like going
- 53:50up, like negative impact on the ad account.
- 53:53And so all we're left to sort of deduce from that is once you get categorized,
- 53:58there is a negative impact on your ad account and a lot of advertisers
- 54:02have been struggling with that.
- 54:03So to your point, Brad, like, I know that was like a long winded backstory,
- 54:06but it's a very real thing.
- 54:08And there's a lot of really high level operators that I respect.
- 54:11And I know they know their stuff where they're like, nothing else changed.
- 54:15This happened and it's been like a decline since then and immediately.
- 54:20So it's definitely a real thing.
- 54:22It's impacted a lot of advertisers.
- 54:23Unfortunately, there hasn't been a lot of clarity and comms around like who
- 54:26qualifies or doesn't the only real option you have is there's a manual review
- 54:30button that you can be like request review.
- 54:33And then you sit there like this and hope that that works.
- 54:36And then if it comes back and is like your SLL that's it.
- 54:40And so, um, there are some options.
- 54:44But it's, that's really all you can do.
- 54:47No, no great options.
- 54:49Um, I mean, since I've been running and
- 54:52he's dick pills.com, it's been tough for us.
- 54:56Honestly, though, there's no, a lot of your own information back to meta.
- 54:59Yeah, there isn't, there doesn't seem to be a great way to navigate this, which
- 55:04is one of the most depressing things that I tell, like we had a rash of people
- 55:09that joined off of a blog post.
- 55:11Um, that we still regularly have people that are affected by this.
- 55:16And I'm like, there's really not anything magical I can tell you to do.
- 55:19Those that approach you, Brad, is it similar?
- 55:21Like you said, there's not, are there anything that they can do?
- 55:24I mean, you can obviously eliminate claims from your landing pages, you know,
- 55:28that kind of thing, but it doesn't, not anything technically.
- 55:31There are options.
- 55:32Um, there are solutions that I won't necessarily go into detail on the podcast.
- 55:37Um, one of those 387 listeners might be an engineer at meta and I don't
- 55:41want them coming for me, but, um, there are, there are a couple of things we can
- 55:45do that we've helped some advertisers put in place to deal with that.
- 55:48Um, if anyone that's listening is interested, just reach out, um, my
- 55:52emails, just Brett, be our ETT at tag hero.io or send a message to our website.
- 55:57But just, just reach out and like, we can talk through like what we would want to
- 56:00look at is exactly what are you seeing?
- 56:02Like what restrictions do you have?
- 56:04What are you facing?
- 56:05And then we could talk about what are some potential solutions.
- 56:08Um, there are some things that can be done.
- 56:10Um, candidly, there's nothing that the only things you can do that comply
- 56:14with terms, metas terms are you use your like good old view content
- 56:18event for optimization, which is an ideal, or you try to scrub your site
- 56:22and submit for a review, but like we've had clients be like, even if we could
- 56:27do that, like, especially in medical, they're like, it's going to take us
- 56:30almost like a year between generating all the new copy, running it through
- 56:33legal approvals, like getting it up on the site and redesign, like it's
- 56:36just going to take forever.
- 56:38So there's not a lot of good options.
- 56:39And candidly, we've seen a really low success rate on those reviews.
- 56:43Um, the ones we've heard about that are successful usually have aggressive,
- 56:47um, reps at meta inside to help push that stuff through, but we see a
- 56:52really low rate on those.
- 56:53We have seen some successful, but overall low rate.
- 56:56So outside of those things, there are a couple of technical things that we
- 56:59might be able to do to help, but it really depends on your situation and,
- 57:02and what you're seeing and dealing with.
- 57:04And then maybe there's some ways we can help, but, um, it's, it's tough for
- 57:08everyone because, you know, a lot of these advertisers, we, you know, you, we
- 57:12have a client and a friend who sells bath bombs and they were categorized and
- 57:17he's just like WTF, right?
- 57:18Like where we sell bath bombs, like, is this really health and wellness?
- 57:22And it's tough.
- 57:23And they were having, you know, some pretty significant negative
- 57:26impact on their ad account.
- 57:27So it has really impacted a lot of advertisers.
- 57:29And it's one of those things that's just curve ball, right?
- 57:32And like very frustrating for a lot of them.
- 57:34Yeah.
- 57:35I mean, I, I was quoted in an investor business daily article that I got
- 57:38interviewed for about this, that I think it's fundamentally unfair that some of
- 57:41these people, some people can like hound a rep and can like get basically, you
- 57:48know, oh yeah, no worries.
- 57:49And then there's all these other people that exist in the world that are like
- 57:53running completely legitimate companies that don't have the same level.
- 57:56This just feels it's just unfair.
- 57:57And there's always the golden rule with that too, right?
- 58:00If you spend enough gold, you can break the rules.
- 58:02So like there's elements of that too.
- 58:05Yeah.
- 58:06Yeah.
- 58:07Um, guys, anything else?
- 58:09I have, um, maybe this is like two in the weeds and maybe this is a
- 58:12topic for another discussion, but have you seen, um, anything work well
- 58:16related to not optimizing for purchase?
- 58:18Like you've set up, so you mentioned like the new, new customer event, but
- 58:22that's still kind of related to purchase.
- 58:24But I know there's a bunch of like quiz funnel completions you could try.
- 58:27I know Cody from Jones road has talked about, um, other mid funnel events that
- 58:31he's testing, he's seen, he's seen some success with, he specifically mentioned
- 58:34they had a great podcast with, um, Eric.
- 58:36I don't want to say his last name, Seafruit maybe.
- 58:38Um, and they kind of talked about this idea of signal engineering.
- 58:40Something that Cody said that was really interesting.
- 58:42And I think Eric said on the podcast, these are try is like adding in some
- 58:45friction if you're going to try a mid funnel event, like, Hey, send people to
- 58:49the landing page, but don't fire the view content on the landing page, but
- 58:52optimize review content, which is the next page after that.
- 58:54So somebody has to go through the landing page and then get to the product
- 58:57page, have you seen any like crazy setups that have actually been meaningful?
- 59:02Everybody's just guessing and seeing if it works.
- 59:05No, I mean, and at the end of the day, it's hard because I'd say like, try
- 59:08test it and every account is so different that like, it's rare that blanket
- 59:12advice just works for everybody.
- 59:15Um, you know, and the other thing I'd just be upfront about is we, we, we
- 59:19don't always get the backend, like media buying insight and results.
- 59:22Like after we've worked on stuff or put things in, they don't come back to us
- 59:25necessarily and be like, we do it definitely here on some things like this
- 59:28works versus not, but like, um, I think some of that stuff is definitely worth
- 59:32testing, you know, I think, I think especially for large brands, like a
- 59:36Jones road, high spend, right?
- 59:39I think you get to a certain point where you can almost tap out like the purchase
- 59:42event optimization.
- 59:44Cause if you think about it, when that is really doing is saying, well, we were
- 59:47talking about earlier with the MQ, Brad, you go on Jones road, you get, you know,
- 59:51some, some exfoliant, whatever it is.
- 59:53And they're like, cool, Brad bought this.
- 59:55Let's go find more brands.
- 59:57Well, you get to the point where that, where that process you start like with
- 1:00:02huge daily spends and stuff, you start to tap that out.
- 1:00:05So I've definitely heard of large brands with large spends, like over time,
- 1:00:08especially where it's like, we've been running ads for years.
- 1:00:11We're spending a hundred thousand dollars a day or whatever.
- 1:00:14And it's like, you get to the point where maybe introducing some upper funnel
- 1:00:17events just will sort of tweak and shock the system a little bit and go after a
- 1:00:22different pool and sort of cohort of users on the platform and bring them in.
- 1:00:27So I think like optimizing for that stuff is definitely worth a test, like
- 1:00:31optimizing for upper funnel events.
- 1:00:33And then, yeah, I mean, I, I think at the end of the day, what is a purchase
- 1:00:37event to meta, right?
- 1:00:38It's an intent.
- 1:00:39It's this user converted on the site.
- 1:00:42So we want to go find more of them.
- 1:00:43So I think in that same light, if you want to optimize for a quiz completion,
- 1:00:47that's pretty high intent.
- 1:00:49Someone clicked your ad and went to a site and went through a whole quiz
- 1:00:52process and submitted some info.
- 1:00:54That's pretty high intent.
- 1:00:55Let's go after other people who are going to complete the quiz.
- 1:00:57Cause at the end of the day, worst case scenario, maybe they're not converting
- 1:01:00immediately, but you are getting like, they're, they're getting pixeled when
- 1:01:04they hit your site for retargeting or, you know, you're getting their email,
- 1:01:07maybe with the quiz for email marketing and retention.
- 1:01:10There's, there's some other things, positives that can come out of it too,
- 1:01:13other than just a pure like purchase transaction conversion.
- 1:01:15So I think it's definitely worth testing that stuff.
- 1:01:18One, just like anecdotal thing we saw a long time ago when I was running more
- 1:01:22on my agency, we had a client that was very lead based.
- 1:01:24They, they produce tons of lead magnets, like recipes and things like that.
- 1:01:28And initially we were optimizing for the lead event, right?
- 1:01:31Which was great.
- 1:01:32We got tons of leads and like we put these lead magnets out and got a lot of leads.
- 1:01:36But when we did a cohort analysis afterward, they weren't, we were getting a
- 1:01:40lot of leads and they're, you know, they might've been converting other ways,
- 1:01:43but we weren't getting actually a ton of
- 1:01:44like purchase conversions at the end of it.
- 1:01:46Like commensurate with the lead volume.
- 1:01:48So we ran a test and instead of optimizing for leads, we actually optimized
- 1:01:51for purchases so that those ads with those lead magnets were actually shown to
- 1:01:55people who were more like our purchasers and not people who were just more likely
- 1:02:00to complete a lead and it takes a little bit of work outside of just like period
- 1:02:04platform metrics, but when we looked at the cohort analysis on the backend, that
- 1:02:08group, even though it was a lead magnet, they're just down there.
- 1:02:12The purchase value of that cohort was much higher than the lead event optimization.
- 1:02:17So I definitely think there's an element of like signal engineering and kind of
- 1:02:21like what you want.
- 1:02:22I would still tell most advertisers optimize for what you want, which is a
- 1:02:25purchase, but I think if you get to certain size and scale or you want to try
- 1:02:29other intent based things like, like quizzes or, you know, the thing with like
- 1:02:33the view content after a landing page to add a little more friction, what that
- 1:02:36does is that makes that view content event have a little more intent to it
- 1:02:40because you had to take an extra step.
- 1:02:42Um, I know the guys that are obvious at one point, we're working on this too.
- 1:02:45Cause like they were like, how much signal
- 1:02:48can we send the minute they hit the website?
- 1:02:50So we're capturing as much as possible.
- 1:02:52Like there's a couple of different ways to look at that, but, um, especially the
- 1:02:57stuff on the higher intense stuff like quizzes, I think it's fire an event.
- 1:03:00When you complete a quiz, optimize toward that and see what that does.
- 1:03:03Maybe take some winning ads that you know are successful and try that and
- 1:03:07see how the results compare.
- 1:03:08Um, I think a lot of that is definitely worth testing and accounts for sure.
- 1:03:12Yeah.
- 1:03:12And we saw the same thing with lead optimization for what's worth with people
- 1:03:15who do like early access to new product launches and things like that.
- 1:03:18Um, and then that's probably ultimately also why meta changed the way that you
- 1:03:22can optimize for a conversion based lead in more recently where you can connect
- 1:03:26your CRM and actually tell them, okay, people are actually progressing down the
- 1:03:30funnel and that you can optimize for those things, those things better because
- 1:03:33yeah, optimizing for lead might just get you a bunch of shit leads.
- 1:03:36If you don't add some friction there.
- 1:03:38So yeah, that's a great point.
- 1:03:39Yep.
- 1:03:40Cool.
- 1:03:40Brett, thank you for joining us and, uh, we appreciate it.
- 1:03:43And, uh, if anybody has any questions, feel free to hit up tag hero or
- 1:03:48email me, Andrew at Foxwell, digital.com.
- 1:03:50Um, I've had five people do that.
- 1:03:52So wow, big numbers and, uh, everybody's one of them.
- 1:03:55Yeah.
- 1:03:57Everybody have a great rest of the day.
- 1:03:58Thank you.
- 1:04:06This episode is brought to you by Homestead's email and SMS service.
- 1:04:11Honestly, we've, we've done an episode with, with Jacob from Homestead.
- 1:04:14He's the man and he's got, he's got to be probably one of the smartest
- 1:04:17email and retention operators like on the agency side hands down.
- 1:04:21I look forward to seeing the tweets that he puts out basically every
- 1:04:25single month with like a recap of the designs and as amazing as the
- 1:04:28designs themselves are, it's the actual like tactical behind the scenes work.
- 1:04:32Where he just like knows what he's doing.
- 1:04:34And the team at Homestead, like really know what they're doing on email.
- 1:04:36SMS probably, if not the number one, very, very close to competing for
- 1:04:41a number one retention agency in the DTC space.
- 1:04:44So just killing it.
- 1:04:45Yeah, absolutely agree.
- 1:04:46You know, if you are looking at your emails and you're like, these are terrible
- 1:04:50and you know, you can optimize the flows and you know, you can do SMS better.
- 1:04:54You got to look at the Homestead team.
- 1:04:55So check them out, reach out and they can definitely help make your entire
- 1:05:00email and retention and SMS program so much better.
- 1:05:04And I'm not just saying that we've all seen the work.
- 1:05:06I actually had a member who sat down with, with Jacob at the founder meetup
- 1:05:11that we had, and he came over to me and said, I just talked to him for 10 minutes
- 1:05:15and literally he, he's revolutionized my entire email department.
- 1:05:20So agencies are modeling themselves off of what Jacob is giving them for advice.
- 1:05:25So anyway, onwards to hopefully working with them.
- 1:05:37The only way that we grow this podcast is by you sharing it with your friends.
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- 1:05:49And so sharing YouTube links, sharing Spotify links, sharing Apple, whatever
- 1:05:54we call it under the podcast app now, anything you can share, the better
- 1:05:58we're going to be guys, anything else you want to say on this?
- 1:06:01Yeah, please go check us out on YouTube.
- 1:06:03Rack up those views for us.
- 1:06:05We'd love to see it.
- 1:06:05And then subscribe.
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- 1:06:16Thanks for listening.
- 1:06:17Honestly.