Hướng dẫn custom audience từ a z pdf

You can write job results directly to your Instagram Custom Audience. Instagram is part of Facebook so these instructions include references to Facebook technical specifications.

A Custom Audience is an ad targeting option that lets you find your existing audiences among people who are on Instagram. You can use sources like customer lists, website or app traffic, or engagement on Facebook, to create Custom Audiences of people who already know your business.

You can create:

  • Website Custom Audiences
  • App Activity Custom Audience
  • Customer List Custom Audience
  • Engagement Custom Audiences

Prerequisites

  • Basic knowledge of Treasure Data, including the TD toolbelt
  • An Instagram Ad Account
  • A Business Profile for Instagram
  • Authorized Treasure Data Facebook application access to your own Instagram Ad Account

About Data Normalization for Instagram Custom Audiences

Treasure Data result output normalizes your values automatically to follow Facebook’s normalizing rules, see .

All values, uploaded to Facebook for matching, must be normalized with the normalizing rules of Facebook. The values will just miss chances to match if they are not normalized. If you need to normalize the data manually, apply your own normalization before attempting to output results.

The following conversion behavior is applied according to data type during result output for normalization.

  • EXTERN_ID (External ID): no action needed.
  • EMAIL (Email addresses): trimming leading and trailing whitespace and convert all characters to lowercase.
  • PHONE (Phone numbers): removing any non-digit characters and leading zeros.
  • GEN (Gender): trimming leading and trailing whitespace and convert all characters to lowercase. If the result does not match with “m” or “f”, an empty string will be used (because it’s an invalid value, there is no use to match it)
  • DOBY (Birth Year): removing any non-digit characters and get the first 4 digits.
  • DOBM (Birth Month) and DOBD (Birthday): removing any non-digit characters and get the first 2 digits.
  • FN (First Name) and LN (Last Name): trimming leading and trailing whitespace and convert all characters to lowercase. Remove all punctuation. Supports special characters in UTF-8 encoding.
  • FI (First Initial): apply the same as First Name and get the first character.
  • CT (City): convert all characters to lowercase and remove any non-alphabetic (a-z) characters.
  • ST (States): convert all characters to lowercase and remove any non-alphanumeric (a-z and 0-9) characters.
    • Note: If your value is US State, use 2-character ANSI abbreviation code, the Treasure Data platform does not cut off input string (into 2 characters), because of the need to support states outside the US.
  • ZIP (Zipcode): trimming leading and trailing whitespace and convert all characters to lowercase, remove any nonalphanumeric or whitespace from the result.
    • Note: If your value is US zip code, use exactly 5 digits, our the Treasure Data platform does not cut off input string (into 5 characters), because of the need to support UK zip code format.

Use the TD Console to Create Your Connection

Create a New Connection

In Treasure Data, you must create and configure the data connection 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 Custom Audiences.

Hướng dẫn custom audience từ a z pdf

4. Select Create Authentication.

Hướng dẫn custom audience từ a z pdf

5. Accept the connection or select Click here.
6. Optionally, follow the prompts to log into a different Facebook account.

Hướng dẫn custom audience từ a z pdf

7. Optionally, log into your Facebook account and grant access to Treasure Data.

Hướng dẫn custom audience từ a z pdf

8. You will be redirected back to the Catalog. Repeat the first step (Create a new connection) and choose your new OAuth connection.
9. Select Continue.
10. Name the connection.
11. Select Done.

Define your Query

The column name is case-insensitive, ie. you can use email or EMAIL.

Here is an example Audiences list before the output of a query result:

Hướng dẫn custom audience từ a z pdf

From Treasure Data, run the following query with Output results into a connection of Instagram Custom Audience (see details of column naming):

SELECT email, fn, ln FROM ( VALUES ('[email protected]', 'John', 'Doe'),

     ('[email protected]', 'Isaac', 'Miceli'),
     ('[email protected]', 'Christopher', 'Agar')
) tbl (email, fn, ln)

The above query will not match any real users, it’s for demo purposes only. Also, the query requires no source table (for the ease of testing out this feature), but you still must choose a database, so pick “sample_datasets” or any other arbitrary table. The query should complete in a few seconds. After that, check your Audience List:

Hướng dẫn custom audience từ a z pdf

Column Naming

The output result needs to follow the Facebook User schema. The column name is case-insensitive, ie. you can use email or EMAIL. Supported column names are:

  • EXTERN_ID: External ID
  • EMAIL: Email addresses
  • PHONE: Phone numbers
  • GEN: Gender
  • DOBY: Birth Year
  • DOBM: Birth Month
  • DOBD: Birthday
  • LN: Last Name
  • FN: First Name
  • FI: First Initial
  • CT: City
  • ST: States
  • ZIP: Zip code
  • MADID: Mobile advertiser id
  • COUNTRY: Country code

If no supported column is found from the query result, an error is thrown.

  1. Complete the instructions in Creating a Destination Integration.
  2. Navigate to Data Workbench > Queries.
  3. Select a query for which you would like to export data.
  4. Run the query to validate the result set.
  5. Select Export Results.
  6. Select an existing integration authentication.
    Hướng dẫn custom audience từ a z pdf
  7. Define any additional Export Results details. In your export integration content review the integration parameters. For example, your Export Results screen might be different, or you might not have additional details to fill out:
    Hướng dẫn custom audience từ a z pdf
  8. Select Done.
  9. Run your query.
  10. Validate that your data moved to the destination you specified.

Integration Parameters for Instagram Custom Audiences

Hướng dẫn custom audience từ a z pdf

ParameterValuesDescriptionAd Account IDrequired

This is your Ad Account ID without act_ prefix

API Versionoptional, default v2.11

Facebook/Instagram API Version, it’s best to keep the default value.

Action

Add

Remove

Replace

  • Add: Add records to Custom Audience
  • Remove: remove records from Custom Audience
  • Replace: replace records in Custom Audience. A limit of one job replacing a custom audience can be in process at any time. After the job finishes on the TD side, it takes some additional time on the Instagram side. During that time other users can't replace that custom audience. Custom Audience Namerequired

Name of Custom Audience to create/update, if none exists, one will be created.

  • Important note: If you have any Custom Audiences with the same name as this input, the latest one will be used. We recommend giving your Custom Audience a unique name Custom Audience Descriptionoptional

Description of Custom Audience.

Page IDOptional

The PAGE ID used by the users being uploaded. Required when the schema is a Facebook UID and the IDs were collected by a Page webhook integration.

Source of customer data

User

Partner

Both

Specify the source of the user information collected into this file.

No need to normalize and hash records

true

false

Indicates whether the data has already been normalized and hashed. If not, TD automatically normalizes and hashes the records.

Initial intervals in milliseconds between retriesoptional, default 60000

Interval to retry if a recoverable error happens (in millisecond).

Retry limitoptional, default 5

Number of retries before it gives up.

Example Query

SELECT typeof(online_followers_lifetime) FROM instagram_test_insight_1 WHERE online_followers_lifetime <> '0';

You can use an alias in your query to rename columns of your query result, for example:

SELECT an_email_column AS EMAIL, another_phone_column AS PHONE FROM your_table;

Optionally Schedule the Query Export Jobs

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

1. Navigate to Data Workbench > Queries.
2. Create a new query or select an existing query.
3. Next to Schedule, select None.

Hướng dẫn custom audience từ a z pdf

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

Hướng dẫn custom audience từ a z pdf

Drop-down ValueDescriptionCustom cron...

Review .

@daily (midnight)Run once a day at midnight (00:00 am) in the specified time zone.@hourly (:00)Run every hour at 00 minutes.NoneNo schedule.

Custom cron... Details

Hướng dẫn custom audience từ a z pdf

Cron Value

Description

0

Run once an hour.

0 0 *

Run once a day at midnight.

0 0 1

Run once a month at midnight on the morning of the first day of the month.

""

Create a job that has no scheduled run time.

  • - - - -
    | | | | +- 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:

Field ValueExampleExample Description

A single value, within the limits displayed above for each field.

A wildcard ‘*’ to indicate no restriction based on the field.

‘0 0 1 Configures the schedule to run at midnight (00:00) on the first day of each month.A range ‘2-5’, indicating the range of accepted values for the field.

SELECT typeof(online_followers_lifetime) FROM instagram_test_insight_1 WHERE online_followers_lifetime <> '0';

0 Configures the schedule to run at midnight (00:00) on the first 10 days of each month.A list of comma-separated values

SELECT typeof(online_followers_lifetime) FROM instagram_test_insight_1 WHERE online_followers_lifetime <> '0';

1, indicating the list of accepted values for the field.

SELECT typeof(online_followers_lifetime) FROM instagram_test_insight_1 WHERE online_followers_lifetime <> '0';

2

Configures the schedule to run at midnight (00:00) every 1st, 11th, and 21st day of each month.A periodicity indicator

SELECT typeof(online_followers_lifetime) FROM instagram_test_insight_1 WHERE online_followers_lifetime <> '0';

3 to express how often based on the field’s valid range of values a schedule is allowed to run.

SELECT typeof(online_followers_lifetime) FROM instagram_test_insight_1 WHERE online_followers_lifetime <> '0';

4

Configures the schedule to run on the 1st of every month, every 2 hours starting at 00:30.

SELECT typeof(online_followers_lifetime) FROM instagram_test_insight_1 WHERE online_followers_lifetime <> '0';

5 configures the schedule to run at midnight (00:00) every 5 days starting on the 5th of each month.A comma-separated list of any of the above except the ‘*’ wildcard is also supported

SELECT typeof(online_followers_lifetime) FROM instagram_test_insight_1 WHERE online_followers_lifetime <> '0';

7.

SELECT typeof(online_followers_lifetime) FROM instagram_test_insight_1 WHERE online_followers_lifetime <> '0';

8Configures the schedule to run at midnight (00:00) every 5th, 10th, 20th, and 25th day of each month.

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

Execute the Query

Save the query with a name and run, or just run the query. Upon successful completion of the query, the query result is automatically imported to the specified container destination.

Scheduled jobs that continuously fail due to configuration errors may be disabled on the system side after several notifications.