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Once you’ve linked your Facebook, LinkedIn, or Google Ads account to SalesTitan, you have the option to connect additional users from your SalesTitan account, granting them the ability to manage and create ad campaigns.

You can also change the primary user for the ad account, allowing control over who is authorized to manage the account and configure ad tracking.

To access and adjust your ad account and SalesTitan user settings:

1. In your SalesTitan account, click the settings icon in the main navigation bar.
2. Navigate to Marketing > Ads.
3. Under each connected ad network, select an ad account to view details about the users currently connected and with access to manage and create ad campaigns.
4. If you’re logged in as a different SalesTitan user from the original one who connected the ad account, you can link your own user account to SalesTitan, provided your account has all the necessary permissions configured in the respective ad network.
5. Above the Primary [Ad network] User, click Connect user.
6. In the pop-up window, log in to your account and authorize the required permissions for the SalesTitan Ads integration.
7. The newly connected user will be listed under All other [ad network] users.

To assign or disconnect a user:

1. In the Accounts tab of your SalesTitan Ads settings, click the ad account you want to update user settings for.
2. In the right panel, below All other [Ad network] users, hover over the user to be updated and click the Actions dropdown menu.
3. To designate that user as the primary user for the account, select Assign user as primary. Confirm your choice by clicking Replace primary user in the dialog box.
4. To disconnect the user and revoke access to manage and create ad campaigns for the ad account, click Disconnect user. Confirm your choice by clicking Yes, disconnect in the dialog box.

Organize and tailor ad campaign information
The table below the top aggregate report displays your ad campaigns, featuring performance data synchronized by SalesTitan from each ad network, alongside metrics generated within SalesTitan.

To organize and customize your ad campaign information:

1. In the ad campaigns table, click the column header to arrange campaigns based on a specific metric.
2. To customize the displayed metrics:

  • Above the ad campaigns table, select Manage columns.
  • In the dialog box, search or browse through properties on the left.
  • Check the box next to a property to include it in your selected columns.
  • Remove columns by clicking the X next to the property in the Selected columns section.
  • Reorder columns by clicking and dragging properties in the Selected columns section.
  • After adjusting your columns, click Save.

Explore individual ads within your ad campaign

To delve into a specific ad:

1. Click the ad campaign name to access metrics for that particular ad campaign. Exploring specific ad campaigns and ads unlocks additional metrics for filtering, dependent on the ad campaign’s network:

  • Facebook: review and manage ad sets and individual ads within the ad campaign.
  • LinkedIn: review and manage ad campaigns in your campaign group, along with individual ads in each campaign.
  • Google: for Google Ads search campaigns, view a list of keywords associated with each ad group, including their performance:
  • Click the name of an ad group.
  • In the upper left of the table, click Keywords.

Analyze summary data for your Ad Accounts

On the Analyze tab, examine reports showcasing network-level performance across your linked ad accounts. The provided reports include:

1. Total ad expenditure
2. Ad spending trends
3. Impressions
4. Clicks
5. Contacts
6. Customers
7. Ad campaigns with high cost per click
8. Ad campaigns with low cost per click
9. Ad campaigns with high cost per contact
10. Ad campaigns with low cost per contact

Adjust the filters at the top of your dashboard to refine your data:

  • Accounts: Choose the ad accounts you wish to include in the report.
  • Date range: Specify the date range for each report.
  • Status: Indicate whether to incorporate Active, Paused, and Deleted ad campaigns in each report.

Please be aware: The Attribution reports filter is not customizable. By default, all reports use a First Form Submission attribution model. Accounts with substantial ad spend may experience slower loading times for these reports.

SalesTitan Dashboard Metrics

The metrics provided below can be analyzed directly on the SalesTitan dashboard. When assessing these metrics, please consider the following:

1. These metrics are influenced by the chosen attribution model, and as a result, they might differ from other metrics (e.g., comparing the Revenue from deals metric with the Closed revenue by source report) due to the application of a distinct attribution model.

2. It is advisable to synchronize the time zone in your SalesTitan account with that of your external ad platforms to prevent inconsistencies among metrics, such as ad spend.

3. Metrics directly sourced from the connected ad network will consistently be visible, whereas metrics calculated by SalesTitan will only be shown if the ad campaign is being tracked:

  • Any metrics directly sourced from the ad network, like impressions or clicks, will be displayed regardless of whether the ad campaign is tracked.
  • Metrics calculated by SalesTitan (e.g., total contacts or cost per contact) can only be reported if the campaign is tracked.

SalesTitan Metrics Overview

Account Information:

  • Account Name: The name of the ad account associated with an ad campaign, sourced from the ad network.
  • Amount Spent: The expenditure on an ad within the specified time frame, retrieved from the ad network.
  • Amount Spent (Current Currency): The money spent on an ad within the selected time frame, displayed in your SalesTitan account’s company currency. For multiple currency reporting, configure a company currency in SalesTitan.

Campaign Details:

  • Campaign Type: The campaign objective or type chosen during campaign creation, obtained from the ad network.

Engagement Metrics:

  • Click-Through Rate (CTR): The percentage of individuals who viewed and clicked on your ad, calculated by SalesTitan.
  • Clicks: The total number of clicks on your ad during the specified time frame, sourced from the ad network.
  • Total Contacts: The count of SalesTitan contacts attributed to each ad within the chosen timeframe, calculated based on the selected attribution report.
  • Cost per Contact: The ad expenditure divided by the number of attributed contacts in the Total Contacts column, calculated by SalesTitan.
  • Cost per Session: Money spent on the ad divided by the number of visitors to your website following an ad click.

Deal Metrics:

  • Deals: The number of Closed Won deals associated with the contacts in the Total Contacts column, considering the specified attribution rules.

Engagement Details:

  • Engagements: The number of engagements on your ad during the selected timeframe, involving actions such as comments, likes, reactions, and shares. This data is derived from the ad network.

Impression and Interaction Metrics:

  • Impressions: The count of times your ad was viewed within the selected timeframe, sourced from the ad network.
  • Likes: The number of likes received by your ad during the specified timeframe, if applicable.
  • Network Conversions: The instances where the ad achieved its defined goal, based on the conversion criteria set during campaign creation, obtained from the ad network.

Additional metrics

Lifecycle Stages:

  • Lifecycle Stage: The count of Total Contacts categorized by their current lifecycle stage, computed by SalesTitan.
  • Leads: The number of attributed contacts currently in the Lead lifecycle stage, calculated by SalesTitan.
  • Marketing Qualified Leads: The count of attributed contacts currently marked as Marketing Qualified Leads, determined by their lifecycle stage. Calculated by SalesTitan.
  • Sales Qualified Leads: The number of attributed contacts with a lifecycle stage of Sales Qualified Lead, calculated by SalesTitan.
  • Opportunities: The count of attributed contacts in the Opportunity lifecycle stage, calculated by SalesTitan.
  • Customers: The number of attributed contacts in the Customer lifecycle stage, computed by SalesTitan.

Cost per Lifecycle Stage:

  • Cost per Lifecycle Stage: The ad expenditure divided by the number of attributed contacts entering a specific lifecycle stage, calculated by SalesTitan.
  • Cost per MQL: Ad spend divided by the number of attributed contacts in the Marketing Qualified Lead lifecycle stage, calculated by SalesTitan.
  • Cost per SQL: Ad spend divided by the number of attributed contacts in the Sales Qualified Lead lifecycle stage, determined by SalesTitan.
  • Cost per Deal: Ad spend divided by the number of attributed contacts in the Deal lifecycle stage, calculated by SalesTitan.
  • Cost per Lead: Ad spend divided by the number of attributed contacts in the Lead lifecycle stage, calculated by SalesTitan.
  • Cost per Opportunity: Ad spend divided by the number of attributed contacts in the Opportunity lifecycle stage, calculated by SalesTitan.

Revenue and ROI:

  • Revenue from Deals: The total Amount associated with all SalesTitan deals attributed to your ad, calculated by SalesTitan.
  • ROI: The return on investment computed by SalesTitan, with the calculation dependent on the chosen option in your SalesTitan Ads settings.

Google Ad Group and Keyword Metrics:

  • 1st Page CPC: The cost per click for ads appearing on the first page of Google search results (Google Ads only), retrieved from the ad network.
  • Average Position: The average position of the ad on the Google search results page (Google Ads only), obtained from the ad network.
  • Conversion Rate: The average rate at which an ad interaction leads to a conversion, based on the set conversion events in your Google Ads account. Sourced from the ad network.
  • Max CPC: The maximum cost per click set for a specific Google ad or ad group, sourced from the ad network.
  • Top CPC: The highest cost per click set for a specific Google ad, retrieved from the ad network.

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.

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