Facebook Offline Conversions

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You can use the Facebook Offline Conversions to send job results (in the form of offline event data) from Treasure Data directly to Facebook to measure how much your Facebook ads lead to real-world outcomes, such as purchases in your stores, phone orders, bookings, and more.

Prerequisites

• Basic Knowledge of Treasure Data.
• Basic knowledge of Facebook Offline Conversions and Facebook Offline Event
• To upload event data, you need access to one of the following on Facebook:
  • Business Manager admin
  • Admin system user who created the offline event set
  • Admin on the ad_account connected to the offline event set

Offline Event Set ID

1. Open the Business Manager dashboard and select Event Manager.
2. Select an Event Set.
3. Select the Settings and the Offline event set ID is displayed.

Use the TD Console to Create Your Connection

Create a New Connection

In Treasure Data, you must create and configure the data connection to be used during export prior to running your query. As part of the data connection, you provide authentication to access the integration.

1. Open TD Console.
2. Navigate to Integrations Hub >  Catalog.
3. Search for and select Facebook Offline Conversions.
4. After the following dialog opens, choose your type of authentication method, which is further described in the following section.

1. Enter a name for your connection.
2. Select Done.

Authenticating your Connection

The method you use to authenticate Treasure Data with Facebook affects the steps you take to enable the data connector to access Facebook. You can choose to authenticate in the following ways:

• Access Token
• OAuth

Using Access Token to Authenticate

You need an access token and client secret to authenticate using Access Token. A long-lived user access token or system user access token is recommended. You may need to create a long-lived access token or a system access token.

You need to assign ads_management permission to your access_token.

Using OAuth to Authenticate

Using OAuth is the most common authentication method. Authentication requires that you manually connect your Treasure Data account to your Facebook Ads account. To authenticate, complete the following procedure:

1. Select Click here to connect a new account. You are redirected to Facebook to log in if you haven't logged in yet or the consent page to grant access to Treasure Data.

2. Log into your Facebook account in the popup window and grant access to the Treasure Data app. You will be redirected back to TD Console.

3. Repeat the first step (Create a new connection) and choose your new OAuth connection.

4. Name your new Facebook Offline Conversions connection.
5. Select Done.

Configure Export Results in Your Data Connection

In this step, you create or reuse a query. In the query, you configure the data connection.

You need to define the column mapping in the query. The columns in the query represent Offline Event data to be uploaded to Facebook.

Additionally, the match_keys column and its data are hashed/normalized before being sent to Facebook. Learn more about hashing and normalization requirements. You need at least one match_keys column to configure export results.

To include Data Processing Options specifying these columns mapping in your query.

To query multiple values with the same name, you specify the name multiple times in the query. For example:

SELECT home_email as email, work_email as email, first_name as fn, last_name as ln
FROM table my_table

Configure the Connection by Specifying the Parameters

1. Open the TD Console.
2. Navigate to Data Workbench > Queries.
3. Select the query that you plan to use to export data.
4. Select Export Results, located at the top of your query editor.
5. The Choose Integration dialog opens.
6. You have two options when selecting a connection to use to export the results: using an existing connection or by first creating a new one.

Use an Existing Connection

1. Type the connection name in the search box to filter.
2. Select your connection.
3. Set the following parameters.

Here is a sample configuration:

Example of a Query to Populate Offline Events Data

From Treasure Data, run the following query with export results into a connection for Facebook Offline Conversions:

• Regular SELECT query from a table

SELECT 
  an_email_column       AS EMAIL,
  a_phone_column        AS PHONE,
  an_event_time_column  AS EVENT_TIME,
  an_event_name_column  AS EVENT_NAME,
  a_double_column       AS VALUE,
  a_currency_column     AS CURRENCY
FROM your_table;

• Query multiple email and phone columns for multiple values.

SELECT
  'elizabetho@fb.com' as email,
  'olsene@fb.com'     as email,
  '1-(650)-561-5622'  as phone,
  '1-(650)-782-5622'  as phone,
  'Elizabeth'         as fn,
  'Olsen'             as ln,
  '94046'             as zip,
  'Menlo Park'        as st,
  'US'                as country,
  '1896'              as doby,
  'Purchase'          as event_name,
  1598531676          as event_time,
  150.01              as value,
  'USD'               as currency

• Query with multiple contents

SELECT
  'elizabetho@fb.com' as email,
  'Purchase'          as event_name,
  1598531676          as event_time,
  150.01              as value,
  'USD'               as currency
  '{"id": "b20", "quantity": 100}' as contents
  '{"id": "b21", "quantity": 200}' as contents

• Query custom_data column

SELECT
  'elizabetho@fb.com' as email,
  'Purchase'          as event_name,
  1598531676          as event_time,
  150.01              as value,
  'USD'               as currency
  '{"a":12, "b":"c"}' as custom_data

(Optional) Schedule Query Export Jobs

You can use Scheduled Jobs with Result Export to periodically write the output result to a target destination that you specify.

Treasure Data's scheduler feature supports periodic query execution to achieve high availability.

When two specifications provide conflicting schedule specifications, the specification requesting to execute more often is followed while the other schedule specification is ignored.

For example, if the cron schedule is '0 0 1 * 1', then the 'day of month' specification and 'day of week' are discordant because the former specification requires it to run every first day of each month at midnight (00:00), while the latter specification requires it to run every Monday at midnight (00:00). The latter specification is followed.

Scheduling your Job Using TD Console

1. Navigate to Data Workbench > Queries

2. Create a new query or select an existing query.

3. Next to Schedule, select None.

4. In the drop-down, select one of the following schedule options:

   Drop-down Value	Description
   Custom cron...	Review Custom cron... details.
   @daily (midnight)	Run once a day at midnight (00:00 am) in the specified time zone.
   @hourly (:00)	Run every hour at 00 minutes.
   None	No schedule.

Custom cron... Details

 *    *    *    *    *
 -    -    -    -    -
 |    |    |    |    |
 |    |    |    |    +----- day of week (0 - 6) (Sunday=0)
 |    |    |    +---------- month (1 - 12)
 |    |    +--------------- day of month (1 - 31)
 |    +-------------------- hour (0 - 23)
 +------------------------- min (0 - 59)

The following named entries can be used:

• Day of Week: sun, mon, tue, wed, thu, fri, sat.
• Month: jan, feb, mar, apr, may, jun, jul, aug, sep, oct, nov, dec.

A single space is required between each field. The values for each field can be composed of:

1. (Optional) You can delay the start time of a query by enabling the Delay execution.

Optionally Configure Export Results in Workflow

Within Treasure Workflow, you can specify the use of this data connector to export data.

timezone: UTC

_export:
  td:
    database: sample_datasets

+td-result-into-target:
  td>: queries/sample.sql
  result_connection: facebook_offline_conversions
  result_settings:
    event_set_id: 361738844830373
    upload_tag: purcharse_event_upload
    match_keys: email,phone,ln,fn

Learn about Exporting Data with Parameters for more information on using data connectors in a workflow to export data.