Managing your ad spend and syncing it with TrueProfit has never been easier.
This guide will walk you through managing your marketing channel accounts and setting up campaign name filters to sync ad spend accurately. Let’s dive in!
On this page
Managing account
Example: Managing a Facebook Account
From the navigation, go to Integration > Connect Facebook Account.
Click Add Facebook Account if you want to add more accounts.
Note: To disconnect an account, click the 3 dots next to it.
Click Select Ad Accounts to choose the ad accounts you wish to sync. You can add more later.
4. After selecting your ad accounts, click Sync Ad Spend to begin syncing data from Facebook.
Note: To stop syncing a specific ad account, click the 3 dots next to it and select Stop Syncing.
Setting Up Ad Spend Sync by Campaign Name Filter
Note: This feature is available on the Ultimate plan and above.
The Campaign Name Filters feature in Marketing Channels allows you to set filters for syncing ad spend only from campaigns that meet specific criteria. By setting rules, you can include or exclude certain campaigns in your ad account to ensure accurate ad spend tracking.
When you add keywords to include or exclude ad campaigns, TrueProfit will sync ad spend according to these rules.
Note: Only one campaign name filter can be applied per ad account for syncing ad spend.
Steps:
In the ad account row, click the 3 dots > Set Campaign Name Filters.
2. Include Keywords: Add keywords to sync ad spend only from campaigns whose names contain these keywords. Separate each keyword with a comma.
3. Exclude Keywords: Add keywords to exclude campaigns whose names contain these keywords. Separate each keyword with a comma.
Note: These filters apply automatically to both current and future campaigns.
4. After setting the filters, click Save to apply them. Your ad spend sync will be filtered immediately.
In the Facebook Ads integration page, you'll see a list of filters in the Campaign Name Filters column. The + sign indicates inclusion, and the - sign indicates exclusion.
What Happens to My Campaign Filters if I Downgrade to a Lower Plan?
If you downgrade to a lower TrueProfit plan, any campaign name filters you’ve applied will be turned off and disabled for further editing. The ad spend in your store will then sync from all available campaigns in each channel.