¶ Integrate 3rd Party Data
In this guide, we'll understand the process of importing third-party data to Pixis using Google Sheets. You'll learn to create a third-party data sheet in the correct format and integrate it with Pixis.
¶ Before we begin
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You need to know the Pixis Optimize feature.
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You should have created an AI Group.
¶ Overview
To use third-party data as your primary source of truth in Optimize, you can integrate it with Pixis Dashboard using Google Sheets. This sheet should be in a specific format containing required data, such as campaign/ad set name, campaign/ad set ID, and optimization KPIs, etc.
This Google sheet includes data that helps “Pixis Optimize” understand the historical performance of your campaigns/ad sets based on your target metrics. These metrics can be Revenue, Purchase, and more. By analyzing this data, Optimize generates Bid, Budget, and Creative Rotation action recommendations that are aligned with your campaign objectives, such as reducing CPR, improving Revenue, etc. It is crucial to sync the result metrics from the third-party data source that needs improvement, as these metrics act as a North Star for their performance KPIs.
To integrate third-party data with Pixis, follow the steps given below:
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Define Metrics
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Coordinate with Reporting Team
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Integrate with Pixis Dashboard
¶ Step 1: Define Metrics
Optimize needs metrics data to provide effective action recommendations for your campaign objective. You can import the results and revenue metrics from third-party platforms to Pixis using Google Sheets. In the Google Sheet, include the target metrics that indicate the campaign performance KPIs like Revenue, Purchase, App Installs, etc.
Once you have defined the above details, the next step is to connect with the reporting team.
Note: Please ensure that the client grants access to their third-party dashboard to the reporting team by using the provided email (reporting@pixis.ai). This access will help retrieve data.
¶ Step 2: Coordinate with Reporting Team
Once you know the metric data you need to retrieve from third-party platforms, you can reach out to the reporting team to help you with fetching the data from third-party sources and updating your daily tracker sheet. Inform the reporting team to follow the data format provided below.
Columns Structure:
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Date
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Platform
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Campaign ID
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Campaign Name
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Ad set ID
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Ad set Name
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Ad ID
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AD Name
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Metric 1
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Metric 2
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Metric 3
View the demo third-party Google Sheet.
The metrics should be numeric and decimal numbers are accepted, for instance, Metric 1 could be 25.50, Metric 2 could be 10.75, and Metric 3 could be 7.00. Avoid using special characters like "$" or "!" in the metric values.
Note: You can choose to include just the campaign, ad set, ad, or any combination of these. Your decision will be based on the availability of the data from the client. It is important to retrieve these metrics data on a daily basis.
¶ Step 3: Integrate with Pixis Dashboard
Follow the Guidelines for Creating Third-Party Google Sheets: To make your workflow easier, we recommend that you create a new Google Sheet instead of integrating the entire daily tracker sheet to Pixis. To import the required data from the daily tracker sheet, use the "import range" function for each column. This will simplify the process and ensure that only the necessary data is included in the Pixis dashboard. The reporting team is available to assist you in creating this new sheet.
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Ensure that the date format follows YYYY-MM-DD consistently.
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Ensure that this user (prod-attribution-data-upload@sync-attribution-data-upload.iam.gserviceaccount.com) has editor access to this sheet as we will be syncing it with the Pixis dashboard. Failing to add this user as an editor will prevent the sheet from syncing.
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Avoid incorporating special characters in the column headers to prevent issues with data syncing.
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Ensure the data in the sheet is accurate and consistent. There should be no cells with missing data or uneven distribution of data across columns.
Now, we can integrate his sheet with Pixis Dashboard by following the below steps.
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Go to your Pixis Account Manager, and under Add Account, select Google Sheets.
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Add Google Sheets:
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Sheet URL: Paste the Google Sheet URL
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Sheet Name: Select the worksheet from the dropdown you want to import.
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Data Source: Select Custom CRM.
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Turn on Schedule:
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Select Date: Schedule the date and time from when you want to start syncing the sheet data
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Select Time Zone: Select your time zone
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Time Period: Set in how many days you want to sync the data (Recommended to keep one day)
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Frequency: Select how frequently you want to sync the data in the given time period (Recommended to sync 24 times in a day)
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Click on Schedule button once you’ve configured the above settings.
¶ 3rd Party Attribution Platforms
This section displays all the third-party data sources you've added. Here, you'll find an action button that enables you to sync your third-party data instantly.
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Name: The title of your Google Sheet.
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ID: A distinct code assigned to your third-party data source.
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Channel: Displays the integrated platform, such as Google Sheets or Google Analytics.
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Configuration: Allows you to change the Google Sheet Name, update the schedule and deactivate the data source if required.
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Access/Active Tokens: Indicates the status of access.
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Sync History: Verify the sync timestamp and sync status, which are either success or error.
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Action: You can immediately sync your Google Sheet data with Pixis Dashboard by clicking “Resync Data Now”