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How-To: Do Initial Setup for Creative Insights

This how-to article covers the steps for initial setup of Creative Insights.

Before You Start

To complete this how-to, you need access to all Facebook Business Manager Ad Accounts and Pages, plus CM360 access for the client. The Social Account Lead for the client should set them up on Creative Insights.

Do not import data for “glob” clients like Gap, as you cannot filter sub clients like Athleta and Old Navy in Creative Insights. To onboard a sub client without an existing schema, submit a ticket here.

Creative Insights uses the creative_performance report. Add this report for your client during onboarding into Alli, or follow this tutorial to set it up. Verify the report exists by navigating to Reports → Explorer and finding creative_performance under “certified.”

If setting up cross channel, complete all steps outlined https://agencypmg.atlassian.net/wiki/x/I4CODQE.

Fully populate the creative performance table for all natively supported platforms: Facebook (Meta), CM360, Pinterest, Reddit, LinkedIn, YouTube, Snapchat, and TikTok. Currently, Cross Channel replaces data from these platforms rather than ingesting it.

Instructions

  1. Navigate to your client at creative.alliplatform.com

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  2. Click on the three dots and then the ‘settings’ button.

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  1. For ‘Authorization’, click ‘Connect Facebook’ and ‘Login with Google'

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  1. Click ‘Continue as {your name}’ in the Facebook authorization popup. This popup will close once you click. If on the reconnect page, click ‘Got it’ on the next screen to close the popup.

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  1. Back in Creative Insights, you will see your authorization tokens appear under Authorization.

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  2. Select a datasource. By default, the creative performance table is selected. Switch to Cross Channel if you have completed: https://agencypmg.atlassian.net/wiki/x/I4CODQE

a video showing the datasource tab on the settings page. Clicking edit opens a side panel with additional fields to populate based on the datasource.

  1. Select a date range for an initial backfill of Creative Insights

    1. We recommend 1 year.

    2. Once you’ve done your initial backfill, Creative Insights will automatically pull in new creative and performance data every day going forward.

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  2. Once you’ve selected your date range, click ‘Load Data’ to import.

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  3. After clicking ‘Load Data’, you should see a notification appear confirming your backfill and date range.

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  4. Wait 1-2 hours for the initial backfill to process.

Not seeing data in Creative Insights? Check your client's default database. Imports use Redshift by default. If the client uses BigQuery or Snowflake, ask the Creative Insights team in #alli-creative-insights to enable the flag. This is required for EMEA clients.

  1. Visit creative.alliplatform.com to uncover creative insights!

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Instructional Video

View this video to see an example of how to set-up a client in Alli.


Cheers! You’ve successfully setup Creative Insights.


Troubleshooting

  • Make sure that you have access to the Alli Core table that you’re running an import with. Use the following steps to request access to the needed table:

    1. Go to the #alli-data Slack channel

    2. Use the /addredshiftuser command

    3. Enter your email as the “username”

    4. Enter the Alli Core table name as the “table”