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How to Use Ad Account Segmentation
How to Use Ad Account Segmentation

Triple Whale now helps you solve the problem of having one Facebook Ad Account with multiple Shopify stores. Read on to learn how!

Chaim Davies avatar
Written by Chaim Davies
Updated over a week ago

The short of it: Triple Whale now helps you solve the problem of having one Facebook Ad Account with multiple Shopify stores. This is especially relevant to our users on Shopify Plus or located in Europe who have multiple storefronts for each country. e.g.: .com.au, .eu, .co.uk. If you're looking to expand into other countries, here's a great guide from Shopify.

The Problem

Once you connect your marketing channels to Triple Whale, we pull data from the entire ad account. On the pixel pages, users have the ability to see data broken down by campaigns, ad sets, and ads. However, on the Summary page, users were only able to view data from the entire account, aggregated.

This is a problem since there are many scenarios where a user would not want to see metrics for their entire ad account, such as:

  • One ad account is used for stores across different geographic locations

  • One ad account is used by an agency managing many stores

The Solution

Users will now be able to create a segmentation filter, that will filter metrics to show data for only specific campaigns, adsets, and ads.

Note: This is currently only available on the Summary page, and not on the Pods view.

How it's Done

In the upper-right corner of each ad channel section of the Summary page, a + symbol now appears which will create a new segmentation filter.

First, name the filter and enter a description.

A filter type can be created on the basis of either one or several fields. A field is basically the thing you want to filter by. Possible fields include: Campaign Name, Campaign ID, Ad Set Name, Ad Set ID, Ad Name, and Ad ID.

After selecting a field, you will then choose the criteria of the filter. So, for example, if the field is Campaign, you would then want to choose which campaigns (based on naming) should be included in the filter.

For text-based fields, like Campaign Name, options of “Contains” and “Does not Contain” will appear. For number-based fields, like Campaign ID, options of “Equal” and “Do Not Equal” will appear.

When you then input the value, you will see a pre-populated list of all of the values within the field. So, if you chose Campaign Name, you will see a list of all of your campaigns. You can also write in free text instead, and select the result in the drop-down that matches what you typed in.

It is important to note that a filter can consist of a few different criteria. After creating one, click the small + to add further criteria. Now, you can make a filter that would only show “Campaign Name contains x OR Campaign Name contains y.” You can add as many of these criteria as you would like.

Viewing your Filtered Data

Once you save your filter, you’ll notice an upside-down triangle symbol in that upper-right corner again. All of your saved filters will appear there. Simply select one of them, click Done, and your data will change to reflect only the data in that segment. These filters are saved in your Triple Whale account, so anyone with access to the store's dashboard will see all filters created for that store.

The next time you come back to the page, your filter will still be applied. If you select more than one filter, it serves as an “and” function. So, if you choose two filters, you will only see the metrics that are contained within both of the filters.


Any Questions?

Reach out to our live chat team and we'd be happy to help you out!

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