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Peak season,
peak performance.
Maximise your performance this holiday and sales season.
25%
of shoppers surveyed
will implement a gift
giving limit2
Frugal festive intentions
3 in 4
shoppers surveyed say that
they are on the lookout for
sales and bargains1
A longer
Christmas journey
73%
of shoppers surveyed say
planning ahead financially
is more important than
ever1
Shopping planning is shifting earlier
When do you start planning what to buy?1
Let’s counter the 7%3
rise in the price of goods with at least 7% more of the
emotion filled moments that really matter. Pump up Christmas with more
moments, more discovery, more feels to still make this one to remember.
Combat 7% inflation
with 100% Christmas
Gone is the revenge spending mindset.
This Christmas season people are faced with the
challenge of more closely controlling their budgets.
Does inflation =
Christmas deflation?
Before Oct Oct
9%
12% 12%
15%
9%
14%
13% 13%
16%
15%
11%
7%
3%
16%
Early Nov Mid Nov Late Nov Early Dec Mid Dec Late Dec
2020 2022
1. Meta Seasonal Holidays Study by YouGov, Meta-commissioned online study of 1,523 people aged 18+ in Australia), Dec 2022.
2. Findr, Australia’s Christmas Spending Statistics, 2022. 3. Consumer Price Index, Q1 2023, Australian Bureau of Statistics.
2
66%
of shoppers surveyed say
they will explore different
product categories1
(+25% YOY)
70%
enjoy discovering relevant
items they weren’t actively
looking for1
(+15% YOY)
Happy discoveries
Businesses can’t wait for people to come to them this year,
but they can capitalise on a growing discovery mindset.
Invitation to feel
“Christmassy”
Top motivation to purchase
during Q4 (outside of Mega
Sales Days) = to get me in
the holiday spirit1
Meta is the leading online
discovery channel and
growing1
In-store
-4% YOY
Meta
+12% YOY
Search
-17% YOY
StoreWebsites
-16% YOY
E-comm sites
FLAT YOY
71%
46%
34% 32%
21%
Discovery channels1
Instead of just selling, let’s actively reach out to customers and invite them
into the Christmas spirit early. Create an always-on connection to delight
customers with unexpected discoveries and alleviate their frugal concerns.
Create a 3 month
Christmas runway
1. Meta Seasonal Holidays Study by YouGov, Meta-commissioned online study of 1,523 people aged 18+ in Australia), Dec 2022.
More time spent planning has led to
more discovery and exploration than ever.
With frugal intentions impacting active
shopping behaviour, discovery outside
of owned destinations is growing.
Joy remains
in discovery &
simple rewards
3
Spend less time managing campaigns and get back to business strategy.
11 > 2
Reduction in number of
decisions required when
using Meta Advantage4
77%
of advertisers testing these
products say they saved
several hours a week5
Precious time saved
Better results
Our most advanced AI product Advantage+
Shopping Campaigns is transforming results.
-17% CPA6
+32% ROAS6
+25%
Improvement in cost per incremental conversation7
MAR
2022
APR MAY JUN JUL AUG SEP OCT NOV DEC
Q1-Q3 Q4
CONVERSIONS
YEAR
OVER
YEAR
GROWTH
CPA
Let’s make AI your Christmas helper this year by giving it the right inputs
to work its magic. Fuel AI with the best quality data and free it from planning
constraints so it can drive your outcome at the lowest possible cost.
Power AI with the fuel &
freedom to reach new heights
4. Meta, Q4 2022 earnings, Feb 2023. 5. Facebook survey of 148 media buyers, US Oct 2019. 6. Meta analysis, 31 advertisers, EMEA, NA, APAC and LATAM, Advantage+ Shopping Campaign vs. BAU,
August – September 2022. 7. Meta analysis of 15 advertisers across 5 markets. Sep-Nov 2022.
AI works tirelessly day and
night to make your marketing
more effective.
The AI helper
that never sleeps
Advertisers saw over
20%
more conversions in Q4 2022
across Meta technologies
(vs the previous year)4
4
People have embraced the unique style of relaxed, playful
and raw content found in shorter videos.
more people want content that is real/
authentic vs beautifully produced on
Meta during the holiday season1
78%
of people surveyed have
used Reels in last 7 days9
93%
of people surveyed have shared
Reels with friends or family9
and
resharing has doubled over the
last 6 months10
1.6X
The appeal of Reels
Christmas unfiltered
2022 saw the biggest decline in TV since 20118
Shifting screens
Free to air TV audiences 2011-2023
2011
1000
1200
1400
1600
1800
2000
2200
2400
2600
2800
3000
(000s)
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Let’s tap into new cultural connections to make this Christmas memorable. Christmas connection
doesn’t just come via a 60” TV ad, the vibrancy of short-form videos can spark and keep joyful
connections going all season long.
Bolster the spirit of Christmas with
authentic & playful connection
The explosive growth of short-form video is changing
the way people of all ages interact with brands.
The energy and relevance of the content has
boosted culture and community participation.
From
Christmas past
to Christmas present
8. Pearman FTA Television and Streaming Services report, December 2022. Quarter Hour Audience Peak Night, Adults 18+. Excludes SBS” in McIntyre, P. (2023, February 8). “Biggest audience decline
in history of TV”: Nine bundles media assets to snag $305m, eight-year Olympics deal as $300M set to exit Linear TV ad market this year: Mi3. https://www.mi-3.com.au/09-02-2023/biggest-audience-
decline-history-tv-nine-bundles-media-assets-snag-305m-eight-year. 9. Global Consumer Short-Form Video by Factworks, Meta-commissioned study of over 12,600 consumers of SFV, Australians aged
13-64, n=1,400, Oct - Nov 2022. 10. Meta, Q1 2023 Earnings Call Transcript.
5
Measurement
tools
Advertising and
conversion tools
Engaging
surfaces
Data
integrations
Five best practices to make the most out of the system
The Discovery Commerce
system uses AI to drive efficient
business results.
Account
simplification
Automation
Creative
diversification
Data quality
Results
validation
1 2 3 4 5
AI-powered machine learning
6
Health
enthusiast
Dog
walker
New mum looking
for comfortable shoes
Runners
Sneaker
collectors
Fashion
trendsetters
Account
simplification
AI improves when
given a larger pool of
opportunities.
MALES AND FEMALES 18-54
Illustrative shoe brand discovering new segments using a simplified approach.
Performance marketing has historically focused on
detailed data segmentation to increase relevance.
Today, starting broad enables AI to deliver increased
relevancy and effectiveness. When account structures are
simplified, AI has more data to work with, which helps it
find more connections to optimise holiday performance.
7
Simple account structures
produce more opportunities
to reach customers.
This enables AI to learn quickly and
deliver more efficient results.
What is the learning phase and how is
it impacted by account structure?
When a campaign starts running, each ad set goes
through an initial “learning phase.” Simplifying
account structures helps AI systems get the
learnings you need faster. Faster learning helps
maximise marketing investments. This is especially
important during holidays when campaigns are
typically shorter.
RECOMMENDED STRUCTURE
Single campaign and ad set targeting
all customer segments
Ad set
Campaign Ad
RECOMMENDATIONS
Limit the number of ad
sets you create.
When you set up ad sets, don’t
create more than this number in
order to maximise efficiency.
Look for additional consolidation
opportunities.
• Combine prospecting and
retargeting audiences.
• Combine regions and
languages using dynamic
language optimisation.
Optimise for events
with sufficient volume
(50 conversions/week).
Group together significant edits
to avoid sending an ad set back
into the learning phase.
Max #
of ad sets
=
Cost per result X 50
Total weekly budget
EXPECTED
CONVERSION
RATE
NUMBER OF CONVERSIONS
Learning
phase
Optimised
delivery
19%
lower CPA for ad sets
that successfully exited
the learning phase
Source: “Analysis excludes smaller tail-end advertisers who are not eligible to see spend in learning details, and uses only purchase optimised activity from October 2022” 8
Leading marketers are
leaning on automation to
optimise campaign performance.
The holiday season is a particularly dynamic and competitive time for
marketing. Automation helps marketers keep up with the pace of change
with less budget, resources, and time. By enabling automation tools with
critical inputs, automation makes decisions based on real-time learnings and
optimises holiday media through thousands, if not millions, of iterations.
Marketers can automate their entire setup or select parts of a campaign. In this guide,
we will cover a subset of the most impactful solutions within Advantage suite.
Meta Advantage suite uses automation to make media more efficient.
Automation
Budget
automation
Advantage campaign
budget
Creative
automation
Advantage+ catalog ads
Advantage+ creative
Audience
automation
Advantage detailed
targeting
Advantage lookalike
Advantage custom
audience
Placement
automation
Advantage+ placements
Destination
automation
Advantage destination:
Website, Shop*, App
End-to-end automation
Advantage+ shopping campaigns
Advantage+ app campaigns
BUDGET
Decision levers
CREATIVE
AUDIENCE
PLACEMENT
DESTINATION
*Available to checkout-enabled shops in the US.
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Advantage+ shopping campaigns
optimise across multiple campaign
levers including creative, targeting,
placement and budget.
Advantage+ shopping campaigns are
designed to be used when sales are
your primary objective, and you are
looking to sell to new and existing
customers in as few steps as possible.
RECOMMENDATIONS
Input diverse creatives and high-performing
audiences to drive holiday results.
CREATIVE AUDIENCES
Upload a mix of lifestyle
and product imagery.
Create upward of 150 creatives.
Import high-performing ads
from previous campaigns.
Connect with a Meta Business Partner
to help you generate diversified holidays
creative at scale.
Upload existing customers through custom
audiences to inform the delivery system.
Specify the percentage of budget allocated
toward existing customers vs. acquiring
new customers.
Define custom URL tags to track
more detailed performance between
audience types.
17%
improvement in cost
per conversion.1
32%
increase in return
on ad spend cost.1
YSL beauty wanted to increase the impact of their Black Friday campaign and maximise sales.
They tested Advantage+ shopping campaigns and found success by leaning into AI to learn
from customer behaviors. This achieved 1.2X higher purchase volume, 48% lower cost per
purchase.2
Success story
END-TO-END AUTOMATION
Source: 1. Meta internal study on 31 advertisers from NA, APAC, EMEA, and LATAM from July-Sept 2022. 2. Meta case study, Jan 2023. All results are self-reported and not identically
repeatable. Generally expected individual results will differ.
Hydrater
Sponsored
Targeting
Creative
Optimisation
Destination
10
Advantage+ app
campaigns maximise
performance of
app install ads.
It identifies the best way to drive
an install across a combination of
audiences, placements, and creatives.
END-TO-END AUTOMATION
Success story
European transport sharing and delivery app, Bolt, wanted to reach out to new customers
on Facebook to increase app downloads. To reach new potential users, Bolt automated its
Facebook ad setup and delivery with Advantage+ app campaigns. Compared to manual
campaign strategy, the cost per app download was 15-23% lower, and the average cost
per purchase was 20% lower2.
26%
improvement in average
cost per acquisition when
using Advantage+ app
campaigns.1
Use the same mix of
optimisation goals as
those you use with your
manual app campaigns.
Select the lowest cost
bid type and avoid adding
a bid cap for best results.
Upload a large number
of creative assets or
combine with a product
catalog to avoid creative
fatigue.
RECOMMENDATIONS
Source: 1. Meta internal study on 31 advertisers from NA, APAC, EMEA, and LATAM from July-Sept 2022. 2. Meta case study, Dec 2022. All
results are self-reported and not identically repeatable. Generally expected individual results will differ.
11
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CREATIVE AUTOMATION
Advantage+ catalog ads help deliver the
most relevant creative in your catalog.
Advantage+ catalog ads show a relevant range of products
to new and existing audiences. There are two targeting
options that you can use to reach your customers across
different stages of the buying journey.
Reaching new audiences
Find people most likely to love
your products.
SOLUTION
Advantage+ catalog ads for broad audiences
Reaching existing audience
Help people find more of your
products they are most likely to love.
SOLUTION
Advantage+ catalog ads for retargeting
Adidas Taiwan wanted to acquire new customers and boost sales during the 618 shopping
festival. A strategy combining acquisition and remarketing enabled Adidas to reach people
who had expressed interest in their products or other similar products, driving a 9.5% lift in
purchases and 60% increase in purchase conversion value.
Success story
RECOMMENDATIONS
Increase catalog match
rate by ensuring a high
percentage of products
from your website are
also in your Meta catalog.
Regularly review catalog
products for policy
violations.
Edit or appeal the
decision to ensure items
show up in your ads.
Test Advantage+ creative
for catalog that shows
people your products in
different formats and/
or with additional details
based on what they’re
most likely to respond to.
Source: Meta case study, Feb 2022. All results are self-reported and not identically repeatable. Generally expected individual results will differ.
Find out more
12
AUDIENCE AUTOMATION
Advantage custom audience
expands reach to find more people
likely to become customers.
Though it may seem counterintuitive,
targeting broadly drives greater
performance than targeting narrowly
by allowing the system to uncover
new and unexpected audiences
Advantage custom audiences
can enable our systems to deliver
ads beyond the original selected
audience, if we think it is likely to
improve the performance.
RECOMMENDATIONS
Target the broadest
possible audience to
enable the system to
find the best holiday
shoppers for your
business.
NARROW AD
TARGETING AND
AUDIENCE
AUTOMATION
Sydney, 18-30
Likes fashion and travel
Australia, 18-40
BROAD AD
TARGETING AND
AUDIENCE
AUTOMATION
34%
lower median cost per product
catalog sales when using
Advantage custom audience
(vs. regular custom audience)
for campaigns where the objective
was product catalog sales.
Source: Meta global budget-controlled experiment of 589 campaigns randomised at the user level and conducted in April 2022. For both Product Catalog Sales and App Installs, a statistical simulation
framework gave a 99.9% ​
statistical confidence that Advantage custom audience outperformed custom audience for driving cost-effective conversions. Given the scale of this study, outlier data points will
occur and were retained and accounted for through rule-based methods and by using the median to describe results.
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13
PLACEMENT AUTOMATION
Advantage+ placements put your holiday
ads where your customers are.
Use Advantage+ placements to find the most cost-effective
opportunities across Meta technologies and placements.
With the Advantage+ placements solution, marketers can use any
existing creative across multiple placements, including Instagram
Stories, Instagram Feed, Messenger and Audience Network.
RECOMMENDATIONS
Provide holiday assets in multiple formats and dimensions to optimise creative per placement.
In order to create engaging ad experiences, placement asset customisation displays the right holiday
image or video depending on where those ads appear.
Use different
assets.
For example, you
could upload a
product image
or video to
Facebook and
a brand image
or video to
Instagram.
Use different
crops.
We recommend
different aspect
ratios for different
placements.
For example, use
a vertical aspect
ratio for ads in
Stories.
Use edited
videos.
For example,
you can upload
a shorter
video to fit the
Stories video
requirements
(1-15 seconds).
Use different
text, headlines
and links.
For example,
Instagram Stories
work well with
short copy.
Audience
network
“Meta Seasonal Holidays Study” by YouGov (Meta-commissioned online study of 38,548 holiday shoppers aged 18+ across 31 markets: AE, AR, AU, BR, CA, CZ, DE, DK, ES, HK, ID, IT, FR, JP, KR, MY, MX, NL,
PH, PL, PK, SA, SG, TH, TR, TW, SE, UK, US, VN, ZA). Minimum N=1000 per market, Dec 2022
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Creative
diversification
Same product,
different motivations.
Different people have different reasons to buy the same product during the holidays. Our studies show
that there are at least 11 reasons that people say influence their holiday purchase decisions. Factors
include price (87%), product quality (85%), product authenticity (81%) and familiarity with the store
or site (71%). Today, businesses are realising the potential effect of delivering personalised messaging
at scale. Marketers that bring diversified creative to their holiday campaigns enable AI to deliver the
right ad to the relevant person.
Creatives can be
differentiated by
concept and format
BY CONCEPT
Differentiate your creative
routes to speak to people’s
different motivations.
BY FORMAT
Differentiate your ad formats
to tap into different viewing
behaviors.
Meta Seasonal Holidays Study by YouGov, Meta-commissioned online study of 1,523 people aged 18+ in Australia, Dec 2022.
Feroldi’s
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“My son is always on his
headphones listening to audio
books. I want something that
he will love, and at the right
price point!”
“My sister is always active
and on-the-go. Want to get
her something that’s durable
for everyday use.”
15
Diversify concepts by
exploring people’s relationships
to your products.
Your customers’ needs and motivations are divers
and multifaceted, so your creative should be as well.
Ensure you have a good mix of creative that addresses
your customers’ many reasons to buy your products.
FROM
One message
for all audiences
TO
Creative diversity
that appeals to
different audiences
Identify top motivators
and barriers for your product.
Map them to a benefit
and call-to-action.
Differentiate creative
routes visually.
Add new creative to
high-spend ad sets
and monitor new
audiences reached.
RECOMMENDATIONS MOTIVATOR/BARRIER
“I have really specific taste,
I know what I like.”
MOTIVATOR/BARRIER
“I love to accessorise with
the outfits I wear.”
16
Diversify formats by
leveraging different ad types
during key sales moments.
Reels and partnership ads are two formats
helping turn attention into action.
Reels Creators with
partnership ads
(formerly branded content ads)
Success story
Australian based cult-favourite wearable blanket brand, The Oodie, wanted to increase sales
in the US. To leverage holiday sales, it partnered with creator talent agency, Amplify, and
four creators to incorporate Partnerships Ads into its strategy. Partnership ads drove 1.4X
incremental sales, a 66% increase in ad recall and a 45% increase in brand awareness2.
51%
median improvement
in cost per incremental
conversions for lower-
funnel conversion
events.1
19%
reduced cost per
acquisition when adding
partnership ads to
business-as-usual.2
Empower your creator.
Let creators create. They’ll bring
new, unexpected ideas that appeal
to their audience.
Tell a story.
Use a storytelling device to
entertain and engage. Encourage
creators to showcase products in
action, in real life or as part of an
entertaining storyline.
Build for mobile.
Adopt proven performance best
practices. Show the product early,
integrate brand thoughtfully,
design for sound off and end with
a strong call-to-action.
RECOMMENDATIONS
Make it entertaining.
Build content that surprises,
delights and provokes an
emotional response.
Make it digestible.
Create Reels that are easy to
understand, immediate and clear.
Make it relatable.
Keep it unpolished, imperfect and
human to drive authenticity and
relatability.
RECOMMENDATIONS
Source: 1. Meta-analysis of conversion lift tests with 11 global advertisers across 9 verticals, conducted in November 2022. These results are inclusive of both Instagram and Facebook Reels. We define lower
funnel conversion events as those that happen at the end of the marketing funnel, such as purchasing an item or signing up for a service. 2. Results from meta-analysis of a series of AB tests run by the Sales
teams, Marketing Science Partner team and the Data Science team within GBG Marketing Science in the ECommerce Enterprise, ECommerce-Scaled, Disruptors, Retail, CPG, Scaled-Tech, Travel and
Travel verticals from June 2021 to January 2022 across the NA and APAC regions. Partnership ads were previously known as branded content ads. 2. Meta case study, Jun 2023.All results are self-reported
and not identically repeatable. Generally expected individual results will differ.
17
Data quality
Strengthening data quality
helps brands be relevant
across people’s unique and
varied shopping journeys.
The way people find and buy products is continuously evolving. 73% of customers expect
brands to understand their unique needs and expectations. Today, people seamlessly shop
across stores, mobile apps and social in no particular order, making their shopping journeys
unique and varied. Shopping behavior is likely to vary even more during the holidays when
people may be buying for others or shopping on a timeline.
Source: Salesforces, State of the Connected Customer, 2022.
MOBILE STORE MOBILE MOBILE
WEB WEB STORE
SOCIAL
18
Conversions API helps businesses
better understand and connect
with holiday shoppers.
It creates a direct connection between your
marketing data and Meta across all your channels.
Success story
Online beauty store, Adore Beauty, wanted to increase sales
through its website and ecommerce channel. The local retailer
is already seeing the benefits of improved performance by
leveraging the Conversions API.
13%
cost per result
improvement1
Conversions API optimises performance by
creating a direct connection between your
cross-channel marketing data and Meta.
Event match quality helps you track how likely it is
that your events match a Meta account, increasing
conversions and improving acquisition costs.​
Maximise data quality to find
relevant holiday shoppers.
Combine Conversions API with
the Meta Pixel to enhance the
information available to optimise
your ad.
Ensure information sent from
your server is matching to Meta
accounts by maintaining an event
match quality of “good” or “great.”
Confirm you’re not counting
events from multiple data sources
more than once.
Ensure data freshness by
minimising the time between
when the event occurred and
when it is sent via the Conversions
API.
RECOMMENDATIONS
Source: 1. Based on 28 global A/B experiments of direct, partner or Conversions API Gateway integrations between May to August 2022. 2. Meta case study, Nov
2022. All results are self-reported and not identically repeatable. Generally expected individual results will differ. 19
of marketing executives say
that measuring and proving
that what they do works is
their biggest concern.
Results
validation
Understanding the true
business impact of your
marketing helps inform holiday
campaign strategies.
Measurement can help businesses prepare
for holiday campaigns, as it allows them
to understand the effectiveness of their
marketing efforts and make data-driven
decisions to improve their strategies.
The right measurement approach helps answer these questions and more:
47%
Which tactics can
maximise my holiday
ads’ performance?
How do I allocate
holiday resources
effectively?
What is the true
value of my
marketing?
Source: Momentive: 4 strategies to drive highly-effective marketing in 2023. 20
Conversion lift measures
advertising impact on sales
using test-and-control groups.
By measuring the incremental impact of ads, businesses can
determine which marketing efforts generate the most ROI.
Incrementality is a way of determining the measurable value of your ads, by comparing people who’ve
been impacted by the strategy to those who haven’t. In this setup, one group of people will see your ad
and the other will not. The system compares the conversions in the test-and-control group to calculate
the incremental impact of your ad.
RECOMMENDATIONS
Use GeoLift results to adjust other measurement models prior to big sales moments.
Use your test results to calibrate internal models, like multitouch attribution or marketing mix
modeling, by dividing the incremental conversions observed in your test by the attributed
conversions reported by your model.
Australian pet supplies retailer, Pet Circle relied on last-click based attribution models to
measure the effectiveness of Meta technologies. It realised that these models are flawed as
they fail to capture the true impact of Meta impressions and on-platform clicks. The retailer
leveraged GeoLift, an open-source Meta solution that measures lift at a geographical level.
It demonstrated Meta’s ability to deliver incremental customer acquisition.
Success story
Sampled results
Observed
conversions from
test cell
400
Observed
conversions from
control cell
100
Incremental
conversions
400 - 100 = 300
Attributed
conversions from
client’s internal
model
200
=
Incremental
conversions
Attributed
conversions
300
200
1.5X adjustment
factor
TEST
No media
CONTROL
Media
Source: Meta case study, Jun 2023. All results are self-reported and not identically repeatable. Generally expected individual results will differ.
GeoLift is an open-source Meta solution that measures lift at a geographic level. GeoLift works via geography-based
randomisation - as opposed to a people-based randomisation - and creates treatment and control markets. The experiment
compares two groups, based in different locations, where one is shown a set of ads and the other is not, with the difference in
sales between the two groups analysed.
21
Auction moments to
maximise performance.
4–8 WEEKS
BEFORE THE MOMENT
1–4 WEEKS
BEFORE THE MOMENT
AFTER THE MOMENT
Reach shoppers early to
build momentum for your
shopping moment.
After the shipping cutoff
date, competition declines
and creates an opportunity
for retailers with stores or
businesses who do not need
to meet a Christmas delivery.
Take advantage of peak
purchase activity during the
moment till the shipping
cutoff date.
CPMs are significantly
lower than the Q4 average
after Christmas and into
the new year. Coupled with
a continued demand to
shop, businesses have an
opportunity to continue
driving sales efficiently.
22
Suggested holiday and
mega sales day campaign plan.
Set up Conversions
API to connect
your server with
Meta ads delivery
system.
Maintain an event
match quality of
“good” or “great.”
Adopt the simplest
account structure
possible.
Align bid strategy
with campaign
goals around
volume, cost or
ROI.
Automate across
budget, audience,
creative and
placements.
Create a learning
plan to identify,
test and answer key
business questions.
Build seasonal
creative that is
diversified across
concepts and
formats.
Consider a creative
refresh to speak
to “after the
moment” shopping
motivations.
Market to lapsed
or late shoppers
with Advantage+
shopping
campaigns and
Advantage+
catalog ads.
Apply learnings
from holiday/
Mega Sale Days
campaigns.
Start planning
post-season
campaigns to
reach lapsed or
late shoppers.
Minimise
changes to
avoid resetting
the learning
phase.
Reach valuable
audiences with
less setup time and
greater efficiency
with Advantage+
shopping
campaigns.
Help match your
products to people
with Advantage+
catalog ads.
Drive people in
store for last-
minute purchases
after shipping
cutoff dates with
custom audiences.
Understand campaign performance with
custom and benchmark reports.
Consider
optimising for
higher funnel
metrics (add to
cart, link clicks,
landing page view)
to increase reach.
FOUNDATIONS
AFTER THE
MOMENT
4–8 WEEKS
BEFORE THE MOMENT
1–4 WEEKS
BEFORE THE MOMENT
Data
Creative
Media
Measurement
23
Set up reliable data
sources from web,
mobile and in-store.
Increase event
match rate
by turning
on advanced
matching.
Ensure good
product catalog
health and match
rate.
Tap into culture
and reach valuable
audiences by
testing Reels.
Help people
discover and buy
your product by
collaborating with
creators.
Reach more people
through a retailers’
catalog with
Collaborative Ads.
Reach people
in international
locations with
cross-border
business solutions.
Enable people to
start conversations
with your business
with business
messaging
solutions.
Select the objective
and optimisation
that align with your
business goals.
Build mobile-first
creative.
Adopt the simplest
account structure
possible.
Optimise for
longer conversion
cycles with
post-conversion
optimisation.
Measure the
incremental impact
of your marketing
with lift testing.
Determine which
strategies drive
best results with
split testing.
Add your own…
Find the
relevant Meta
Business
Partner to
help grow your
business.
Add your
own…
Add your
own…
Generate new
leads who may
be interested
in your product
or service with
lead ads.
Measure
performance
across channels
with marketing mix
modeling.
FOUNDATIONS
4–8 WEEKS
BEFORE THE MOMENT
1–4 WEEKS
BEFORE THE MOMENT
AFTER
THE MOMENT
Data
Creative
Media
Measurement
Suggested holiday and
mega sales day campaign plan.
24
Recommendation Solution
Adopt the simplest account structure possible. Account simplification
Align bid strategy with campaign goals around volume, cost or ROI. Bid strategy
Apply learnings from holiday/Mega Sale Days campaigns. Measurement
Automate across budget, audience, creative and placements. Automation
Build mobile-first creative. Mobile-first creative
Build seasonal creative that is diversified across concepts and formats. Creative diversification
Consider a creative refresh to speak to “after the moment” shopping motivations. Post-holiday recommendations
Consider optimising for higher funnel metrics (add to cart, link clicks, landing page view) to increase reach. Optimisations by objective
Create a learning plan to identify, test and answer key business questions. Learning agenda
Determine which strategies drive best results with split testing. A/B Testing
Drive people in store for last-minute purchases after shipping cutoff dates with custom audiences. Custom audiences from offline events
Enable people to start conversations with your business with business messaging solutions. Ads that click to message
Ensure good product catalog health and match rate. Catalog match rate
Find the relevant Meta Business Partner to help grow your business. Meta Business Partners
Generate new leads who may be interested in your product or service with lead ads. Lead Ads
Help match your products to people with Advantage+ catalog ads. Advantage+ catalog ads
Help people discover and buy your product by collaborating with creators. Creators, Partnership ads
Additional resources
Please refer to the table below to access additional
resources related to the recommendations and
solutions outlined in the planner.
25
Additional resources
Please refer to the table below to access additional
resources related to the recommendations and
solutions outlined in the planner.
Recommendation Solution
Highlight seasonal messaging by adding visual overlays onto your catalog. Advantage+ catalog ads creative customisation
Increase event match rate by turning on advanced matching. Advanced matching
Market to lapsed or late shoppers with Advantage+ shopping campaigns and Advantage+ catalog ads for retargeting.
Advantage+ shopping campaigns, Advantage+
catalog ads
Measure performance across channels with marketing mix modeling. Marketing mix modeling
Measure the incremental impact of your marketing with lift testing. Lift testing
Minimise changes to avoid resetting the learning phase. Learning phase
Optimise data quality by maintaining an event match quality of “good” or “great.” Event match quality (EMQ)
Optimise for longer conversion cycles with post-conversion optimisation. Post-conversion optimisation
Reach more people through a retailers’ catalog with Collaborative Ads. Collaborative Ads
Reach more people with audience automation.
Advantage detailed targeting, Advantage lookalike
and Advantage custom audience
Reach people in international locations with cross-border business solutions. Cross-border business
Reach valuable audiences with less setup time and greater efficiency with Advantage+ shopping campaigns. Advantage+ shopping campaigns
Select the objective and optimisation that align with your business goals. Objectives and optimisation
Set up a reliable connection between your server and the delivery system with the Conversions API. Conversions API
Set up reliable data sources from web, mobile and in-store. Pixel, SDK, Conversions API
Start planning post-season campaigns to reach lapsed or late shoppers. Post-holiday recommendations
Tap into culture and reach valuable audiences by testing Reels. Reels, Reels ads
Understand how campaigns are performing by building custom and benchmarking reports. Ads reporting
26
Seasonal Sales Marketing Guide 2023 - MarketingTrips.pdf

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Seasonal Sales Marketing Guide 2023 - MarketingTrips.pdf

  • 1. Peak season, peak performance. Maximise your performance this holiday and sales season.
  • 2. 25% of shoppers surveyed will implement a gift giving limit2 Frugal festive intentions 3 in 4 shoppers surveyed say that they are on the lookout for sales and bargains1 A longer Christmas journey 73% of shoppers surveyed say planning ahead financially is more important than ever1 Shopping planning is shifting earlier When do you start planning what to buy?1 Let’s counter the 7%3 rise in the price of goods with at least 7% more of the emotion filled moments that really matter. Pump up Christmas with more moments, more discovery, more feels to still make this one to remember. Combat 7% inflation with 100% Christmas Gone is the revenge spending mindset. This Christmas season people are faced with the challenge of more closely controlling their budgets. Does inflation = Christmas deflation? Before Oct Oct 9% 12% 12% 15% 9% 14% 13% 13% 16% 15% 11% 7% 3% 16% Early Nov Mid Nov Late Nov Early Dec Mid Dec Late Dec 2020 2022 1. Meta Seasonal Holidays Study by YouGov, Meta-commissioned online study of 1,523 people aged 18+ in Australia), Dec 2022. 2. Findr, Australia’s Christmas Spending Statistics, 2022. 3. Consumer Price Index, Q1 2023, Australian Bureau of Statistics. 2
  • 3. 66% of shoppers surveyed say they will explore different product categories1 (+25% YOY) 70% enjoy discovering relevant items they weren’t actively looking for1 (+15% YOY) Happy discoveries Businesses can’t wait for people to come to them this year, but they can capitalise on a growing discovery mindset. Invitation to feel “Christmassy” Top motivation to purchase during Q4 (outside of Mega Sales Days) = to get me in the holiday spirit1 Meta is the leading online discovery channel and growing1 In-store -4% YOY Meta +12% YOY Search -17% YOY StoreWebsites -16% YOY E-comm sites FLAT YOY 71% 46% 34% 32% 21% Discovery channels1 Instead of just selling, let’s actively reach out to customers and invite them into the Christmas spirit early. Create an always-on connection to delight customers with unexpected discoveries and alleviate their frugal concerns. Create a 3 month Christmas runway 1. Meta Seasonal Holidays Study by YouGov, Meta-commissioned online study of 1,523 people aged 18+ in Australia), Dec 2022. More time spent planning has led to more discovery and exploration than ever. With frugal intentions impacting active shopping behaviour, discovery outside of owned destinations is growing. Joy remains in discovery & simple rewards 3
  • 4. Spend less time managing campaigns and get back to business strategy. 11 > 2 Reduction in number of decisions required when using Meta Advantage4 77% of advertisers testing these products say they saved several hours a week5 Precious time saved Better results Our most advanced AI product Advantage+ Shopping Campaigns is transforming results. -17% CPA6 +32% ROAS6 +25% Improvement in cost per incremental conversation7 MAR 2022 APR MAY JUN JUL AUG SEP OCT NOV DEC Q1-Q3 Q4 CONVERSIONS YEAR OVER YEAR GROWTH CPA Let’s make AI your Christmas helper this year by giving it the right inputs to work its magic. Fuel AI with the best quality data and free it from planning constraints so it can drive your outcome at the lowest possible cost. Power AI with the fuel & freedom to reach new heights 4. Meta, Q4 2022 earnings, Feb 2023. 5. Facebook survey of 148 media buyers, US Oct 2019. 6. Meta analysis, 31 advertisers, EMEA, NA, APAC and LATAM, Advantage+ Shopping Campaign vs. BAU, August – September 2022. 7. Meta analysis of 15 advertisers across 5 markets. Sep-Nov 2022. AI works tirelessly day and night to make your marketing more effective. The AI helper that never sleeps Advertisers saw over 20% more conversions in Q4 2022 across Meta technologies (vs the previous year)4 4
  • 5. People have embraced the unique style of relaxed, playful and raw content found in shorter videos. more people want content that is real/ authentic vs beautifully produced on Meta during the holiday season1 78% of people surveyed have used Reels in last 7 days9 93% of people surveyed have shared Reels with friends or family9 and resharing has doubled over the last 6 months10 1.6X The appeal of Reels Christmas unfiltered 2022 saw the biggest decline in TV since 20118 Shifting screens Free to air TV audiences 2011-2023 2011 1000 1200 1400 1600 1800 2000 2200 2400 2600 2800 3000 (000s) 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Let’s tap into new cultural connections to make this Christmas memorable. Christmas connection doesn’t just come via a 60” TV ad, the vibrancy of short-form videos can spark and keep joyful connections going all season long. Bolster the spirit of Christmas with authentic & playful connection The explosive growth of short-form video is changing the way people of all ages interact with brands. The energy and relevance of the content has boosted culture and community participation. From Christmas past to Christmas present 8. Pearman FTA Television and Streaming Services report, December 2022. Quarter Hour Audience Peak Night, Adults 18+. Excludes SBS” in McIntyre, P. (2023, February 8). “Biggest audience decline in history of TV”: Nine bundles media assets to snag $305m, eight-year Olympics deal as $300M set to exit Linear TV ad market this year: Mi3. https://www.mi-3.com.au/09-02-2023/biggest-audience- decline-history-tv-nine-bundles-media-assets-snag-305m-eight-year. 9. Global Consumer Short-Form Video by Factworks, Meta-commissioned study of over 12,600 consumers of SFV, Australians aged 13-64, n=1,400, Oct - Nov 2022. 10. Meta, Q1 2023 Earnings Call Transcript. 5
  • 6. Measurement tools Advertising and conversion tools Engaging surfaces Data integrations Five best practices to make the most out of the system The Discovery Commerce system uses AI to drive efficient business results. Account simplification Automation Creative diversification Data quality Results validation 1 2 3 4 5 AI-powered machine learning 6
  • 7. Health enthusiast Dog walker New mum looking for comfortable shoes Runners Sneaker collectors Fashion trendsetters Account simplification AI improves when given a larger pool of opportunities. MALES AND FEMALES 18-54 Illustrative shoe brand discovering new segments using a simplified approach. Performance marketing has historically focused on detailed data segmentation to increase relevance. Today, starting broad enables AI to deliver increased relevancy and effectiveness. When account structures are simplified, AI has more data to work with, which helps it find more connections to optimise holiday performance. 7
  • 8. Simple account structures produce more opportunities to reach customers. This enables AI to learn quickly and deliver more efficient results. What is the learning phase and how is it impacted by account structure? When a campaign starts running, each ad set goes through an initial “learning phase.” Simplifying account structures helps AI systems get the learnings you need faster. Faster learning helps maximise marketing investments. This is especially important during holidays when campaigns are typically shorter. RECOMMENDED STRUCTURE Single campaign and ad set targeting all customer segments Ad set Campaign Ad RECOMMENDATIONS Limit the number of ad sets you create. When you set up ad sets, don’t create more than this number in order to maximise efficiency. Look for additional consolidation opportunities. • Combine prospecting and retargeting audiences. • Combine regions and languages using dynamic language optimisation. Optimise for events with sufficient volume (50 conversions/week). Group together significant edits to avoid sending an ad set back into the learning phase. Max # of ad sets = Cost per result X 50 Total weekly budget EXPECTED CONVERSION RATE NUMBER OF CONVERSIONS Learning phase Optimised delivery 19% lower CPA for ad sets that successfully exited the learning phase Source: “Analysis excludes smaller tail-end advertisers who are not eligible to see spend in learning details, and uses only purchase optimised activity from October 2022” 8
  • 9. Leading marketers are leaning on automation to optimise campaign performance. The holiday season is a particularly dynamic and competitive time for marketing. Automation helps marketers keep up with the pace of change with less budget, resources, and time. By enabling automation tools with critical inputs, automation makes decisions based on real-time learnings and optimises holiday media through thousands, if not millions, of iterations. Marketers can automate their entire setup or select parts of a campaign. In this guide, we will cover a subset of the most impactful solutions within Advantage suite. Meta Advantage suite uses automation to make media more efficient. Automation Budget automation Advantage campaign budget Creative automation Advantage+ catalog ads Advantage+ creative Audience automation Advantage detailed targeting Advantage lookalike Advantage custom audience Placement automation Advantage+ placements Destination automation Advantage destination: Website, Shop*, App End-to-end automation Advantage+ shopping campaigns Advantage+ app campaigns BUDGET Decision levers CREATIVE AUDIENCE PLACEMENT DESTINATION *Available to checkout-enabled shops in the US. THE GREAT OUTDOORS IS CALLING! SALE ON NOW Like Share Comment 121 21 Comments Outdoorz The summer sale has arrived! Sponsered 20% OFF BACK PACKS Outdoorz The summer sale has arrived! Sponsered Learn more 15% OFF STANDUP PADDLE BOARDS Outdoorz Sponsered Learn more 9
  • 10. Advantage+ shopping campaigns optimise across multiple campaign levers including creative, targeting, placement and budget. Advantage+ shopping campaigns are designed to be used when sales are your primary objective, and you are looking to sell to new and existing customers in as few steps as possible. RECOMMENDATIONS Input diverse creatives and high-performing audiences to drive holiday results. CREATIVE AUDIENCES Upload a mix of lifestyle and product imagery. Create upward of 150 creatives. Import high-performing ads from previous campaigns. Connect with a Meta Business Partner to help you generate diversified holidays creative at scale. Upload existing customers through custom audiences to inform the delivery system. Specify the percentage of budget allocated toward existing customers vs. acquiring new customers. Define custom URL tags to track more detailed performance between audience types. 17% improvement in cost per conversion.1 32% increase in return on ad spend cost.1 YSL beauty wanted to increase the impact of their Black Friday campaign and maximise sales. They tested Advantage+ shopping campaigns and found success by leaning into AI to learn from customer behaviors. This achieved 1.2X higher purchase volume, 48% lower cost per purchase.2 Success story END-TO-END AUTOMATION Source: 1. Meta internal study on 31 advertisers from NA, APAC, EMEA, and LATAM from July-Sept 2022. 2. Meta case study, Jan 2023. All results are self-reported and not identically repeatable. Generally expected individual results will differ. Hydrater Sponsored Targeting Creative Optimisation Destination 10
  • 11. Advantage+ app campaigns maximise performance of app install ads. It identifies the best way to drive an install across a combination of audiences, placements, and creatives. END-TO-END AUTOMATION Success story European transport sharing and delivery app, Bolt, wanted to reach out to new customers on Facebook to increase app downloads. To reach new potential users, Bolt automated its Facebook ad setup and delivery with Advantage+ app campaigns. Compared to manual campaign strategy, the cost per app download was 15-23% lower, and the average cost per purchase was 20% lower2. 26% improvement in average cost per acquisition when using Advantage+ app campaigns.1 Use the same mix of optimisation goals as those you use with your manual app campaigns. Select the lowest cost bid type and avoid adding a bid cap for best results. Upload a large number of creative assets or combine with a product catalog to avoid creative fatigue. RECOMMENDATIONS Source: 1. Meta internal study on 31 advertisers from NA, APAC, EMEA, and LATAM from July-Sept 2022. 2. Meta case study, Dec 2022. All results are self-reported and not identically repeatable. Generally expected individual results will differ. 11
  • 12. THE GREAT OUTDOORS IS CALLING! SALE ON NOW Like Share Comment 121 21 Comments Outdoorz The summer sale has arrived! Shop the Summer Sale More Sponsered SIGN UP AND SAVE! Like Share Comment 121 21 Comments Outdoorz Sign up and save with our summer sale! Shop the Summer Sale More Sponsered CREATIVE AUTOMATION Advantage+ catalog ads help deliver the most relevant creative in your catalog. Advantage+ catalog ads show a relevant range of products to new and existing audiences. There are two targeting options that you can use to reach your customers across different stages of the buying journey. Reaching new audiences Find people most likely to love your products. SOLUTION Advantage+ catalog ads for broad audiences Reaching existing audience Help people find more of your products they are most likely to love. SOLUTION Advantage+ catalog ads for retargeting Adidas Taiwan wanted to acquire new customers and boost sales during the 618 shopping festival. A strategy combining acquisition and remarketing enabled Adidas to reach people who had expressed interest in their products or other similar products, driving a 9.5% lift in purchases and 60% increase in purchase conversion value. Success story RECOMMENDATIONS Increase catalog match rate by ensuring a high percentage of products from your website are also in your Meta catalog. Regularly review catalog products for policy violations. Edit or appeal the decision to ensure items show up in your ads. Test Advantage+ creative for catalog that shows people your products in different formats and/ or with additional details based on what they’re most likely to respond to. Source: Meta case study, Feb 2022. All results are self-reported and not identically repeatable. Generally expected individual results will differ. Find out more 12
  • 13. AUDIENCE AUTOMATION Advantage custom audience expands reach to find more people likely to become customers. Though it may seem counterintuitive, targeting broadly drives greater performance than targeting narrowly by allowing the system to uncover new and unexpected audiences Advantage custom audiences can enable our systems to deliver ads beyond the original selected audience, if we think it is likely to improve the performance. RECOMMENDATIONS Target the broadest possible audience to enable the system to find the best holiday shoppers for your business. NARROW AD TARGETING AND AUDIENCE AUTOMATION Sydney, 18-30 Likes fashion and travel Australia, 18-40 BROAD AD TARGETING AND AUDIENCE AUTOMATION 34% lower median cost per product catalog sales when using Advantage custom audience (vs. regular custom audience) for campaigns where the objective was product catalog sales. Source: Meta global budget-controlled experiment of 589 campaigns randomised at the user level and conducted in April 2022. For both Product Catalog Sales and App Installs, a statistical simulation framework gave a 99.9% ​ statistical confidence that Advantage custom audience outperformed custom audience for driving cost-effective conversions. Given the scale of this study, outlier data points will occur and were retained and accounted for through rule-based methods and by using the median to describe results. Feroldi’s Sponsored Shop now 13
  • 14. PLACEMENT AUTOMATION Advantage+ placements put your holiday ads where your customers are. Use Advantage+ placements to find the most cost-effective opportunities across Meta technologies and placements. With the Advantage+ placements solution, marketers can use any existing creative across multiple placements, including Instagram Stories, Instagram Feed, Messenger and Audience Network. RECOMMENDATIONS Provide holiday assets in multiple formats and dimensions to optimise creative per placement. In order to create engaging ad experiences, placement asset customisation displays the right holiday image or video depending on where those ads appear. Use different assets. For example, you could upload a product image or video to Facebook and a brand image or video to Instagram. Use different crops. We recommend different aspect ratios for different placements. For example, use a vertical aspect ratio for ads in Stories. Use edited videos. For example, you can upload a shorter video to fit the Stories video requirements (1-15 seconds). Use different text, headlines and links. For example, Instagram Stories work well with short copy. Audience network “Meta Seasonal Holidays Study” by YouGov (Meta-commissioned online study of 38,548 holiday shoppers aged 18+ across 31 markets: AE, AR, AU, BR, CA, CZ, DE, DK, ES, HK, ID, IT, FR, JP, KR, MY, MX, NL, PH, PL, PK, SA, SG, TH, TR, TW, SE, UK, US, VN, ZA). Minimum N=1000 per market, Dec 2022 Like Share Comment 121 21 Comments GET FOUND IN THE GREAT OUTDOORS! Outdoorz Find the perfect gift for the holidays! Sponsered Sitewide sale ends at midnight WWW.OUTDOORZ.COM.AU Shop now SALE ON NOW Outdoorz 15% off your irst order! outdoorz.com.au 15% OFF YOU FIRST ORDER Sign up 14
  • 15. Creative diversification Same product, different motivations. Different people have different reasons to buy the same product during the holidays. Our studies show that there are at least 11 reasons that people say influence their holiday purchase decisions. Factors include price (87%), product quality (85%), product authenticity (81%) and familiarity with the store or site (71%). Today, businesses are realising the potential effect of delivering personalised messaging at scale. Marketers that bring diversified creative to their holiday campaigns enable AI to deliver the right ad to the relevant person. Creatives can be differentiated by concept and format BY CONCEPT Differentiate your creative routes to speak to people’s different motivations. BY FORMAT Differentiate your ad formats to tap into different viewing behaviors. Meta Seasonal Holidays Study by YouGov, Meta-commissioned online study of 1,523 people aged 18+ in Australia, Dec 2022. Feroldi’s Sponsored Shop now “My son is always on his headphones listening to audio books. I want something that he will love, and at the right price point!” “My sister is always active and on-the-go. Want to get her something that’s durable for everyday use.” 15
  • 16. Diversify concepts by exploring people’s relationships to your products. Your customers’ needs and motivations are divers and multifaceted, so your creative should be as well. Ensure you have a good mix of creative that addresses your customers’ many reasons to buy your products. FROM One message for all audiences TO Creative diversity that appeals to different audiences Identify top motivators and barriers for your product. Map them to a benefit and call-to-action. Differentiate creative routes visually. Add new creative to high-spend ad sets and monitor new audiences reached. RECOMMENDATIONS MOTIVATOR/BARRIER “I have really specific taste, I know what I like.” MOTIVATOR/BARRIER “I love to accessorise with the outfits I wear.” 16
  • 17. Diversify formats by leveraging different ad types during key sales moments. Reels and partnership ads are two formats helping turn attention into action. Reels Creators with partnership ads (formerly branded content ads) Success story Australian based cult-favourite wearable blanket brand, The Oodie, wanted to increase sales in the US. To leverage holiday sales, it partnered with creator talent agency, Amplify, and four creators to incorporate Partnerships Ads into its strategy. Partnership ads drove 1.4X incremental sales, a 66% increase in ad recall and a 45% increase in brand awareness2. 51% median improvement in cost per incremental conversions for lower- funnel conversion events.1 19% reduced cost per acquisition when adding partnership ads to business-as-usual.2 Empower your creator. Let creators create. They’ll bring new, unexpected ideas that appeal to their audience. Tell a story. Use a storytelling device to entertain and engage. Encourage creators to showcase products in action, in real life or as part of an entertaining storyline. Build for mobile. Adopt proven performance best practices. Show the product early, integrate brand thoughtfully, design for sound off and end with a strong call-to-action. RECOMMENDATIONS Make it entertaining. Build content that surprises, delights and provokes an emotional response. Make it digestible. Create Reels that are easy to understand, immediate and clear. Make it relatable. Keep it unpolished, imperfect and human to drive authenticity and relatability. RECOMMENDATIONS Source: 1. Meta-analysis of conversion lift tests with 11 global advertisers across 9 verticals, conducted in November 2022. These results are inclusive of both Instagram and Facebook Reels. We define lower funnel conversion events as those that happen at the end of the marketing funnel, such as purchasing an item or signing up for a service. 2. Results from meta-analysis of a series of AB tests run by the Sales teams, Marketing Science Partner team and the Data Science team within GBG Marketing Science in the ECommerce Enterprise, ECommerce-Scaled, Disruptors, Retail, CPG, Scaled-Tech, Travel and Travel verticals from June 2021 to January 2022 across the NA and APAC regions. Partnership ads were previously known as branded content ads. 2. Meta case study, Jun 2023.All results are self-reported and not identically repeatable. Generally expected individual results will differ. 17
  • 18. Data quality Strengthening data quality helps brands be relevant across people’s unique and varied shopping journeys. The way people find and buy products is continuously evolving. 73% of customers expect brands to understand their unique needs and expectations. Today, people seamlessly shop across stores, mobile apps and social in no particular order, making their shopping journeys unique and varied. Shopping behavior is likely to vary even more during the holidays when people may be buying for others or shopping on a timeline. Source: Salesforces, State of the Connected Customer, 2022. MOBILE STORE MOBILE MOBILE WEB WEB STORE SOCIAL 18
  • 19. Conversions API helps businesses better understand and connect with holiday shoppers. It creates a direct connection between your marketing data and Meta across all your channels. Success story Online beauty store, Adore Beauty, wanted to increase sales through its website and ecommerce channel. The local retailer is already seeing the benefits of improved performance by leveraging the Conversions API. 13% cost per result improvement1 Conversions API optimises performance by creating a direct connection between your cross-channel marketing data and Meta. Event match quality helps you track how likely it is that your events match a Meta account, increasing conversions and improving acquisition costs.​ Maximise data quality to find relevant holiday shoppers. Combine Conversions API with the Meta Pixel to enhance the information available to optimise your ad. Ensure information sent from your server is matching to Meta accounts by maintaining an event match quality of “good” or “great.” Confirm you’re not counting events from multiple data sources more than once. Ensure data freshness by minimising the time between when the event occurred and when it is sent via the Conversions API. RECOMMENDATIONS Source: 1. Based on 28 global A/B experiments of direct, partner or Conversions API Gateway integrations between May to August 2022. 2. Meta case study, Nov 2022. All results are self-reported and not identically repeatable. Generally expected individual results will differ. 19
  • 20. of marketing executives say that measuring and proving that what they do works is their biggest concern. Results validation Understanding the true business impact of your marketing helps inform holiday campaign strategies. Measurement can help businesses prepare for holiday campaigns, as it allows them to understand the effectiveness of their marketing efforts and make data-driven decisions to improve their strategies. The right measurement approach helps answer these questions and more: 47% Which tactics can maximise my holiday ads’ performance? How do I allocate holiday resources effectively? What is the true value of my marketing? Source: Momentive: 4 strategies to drive highly-effective marketing in 2023. 20
  • 21. Conversion lift measures advertising impact on sales using test-and-control groups. By measuring the incremental impact of ads, businesses can determine which marketing efforts generate the most ROI. Incrementality is a way of determining the measurable value of your ads, by comparing people who’ve been impacted by the strategy to those who haven’t. In this setup, one group of people will see your ad and the other will not. The system compares the conversions in the test-and-control group to calculate the incremental impact of your ad. RECOMMENDATIONS Use GeoLift results to adjust other measurement models prior to big sales moments. Use your test results to calibrate internal models, like multitouch attribution or marketing mix modeling, by dividing the incremental conversions observed in your test by the attributed conversions reported by your model. Australian pet supplies retailer, Pet Circle relied on last-click based attribution models to measure the effectiveness of Meta technologies. It realised that these models are flawed as they fail to capture the true impact of Meta impressions and on-platform clicks. The retailer leveraged GeoLift, an open-source Meta solution that measures lift at a geographical level. It demonstrated Meta’s ability to deliver incremental customer acquisition. Success story Sampled results Observed conversions from test cell 400 Observed conversions from control cell 100 Incremental conversions 400 - 100 = 300 Attributed conversions from client’s internal model 200 = Incremental conversions Attributed conversions 300 200 1.5X adjustment factor TEST No media CONTROL Media Source: Meta case study, Jun 2023. All results are self-reported and not identically repeatable. Generally expected individual results will differ. GeoLift is an open-source Meta solution that measures lift at a geographic level. GeoLift works via geography-based randomisation - as opposed to a people-based randomisation - and creates treatment and control markets. The experiment compares two groups, based in different locations, where one is shown a set of ads and the other is not, with the difference in sales between the two groups analysed. 21
  • 22. Auction moments to maximise performance. 4–8 WEEKS BEFORE THE MOMENT 1–4 WEEKS BEFORE THE MOMENT AFTER THE MOMENT Reach shoppers early to build momentum for your shopping moment. After the shipping cutoff date, competition declines and creates an opportunity for retailers with stores or businesses who do not need to meet a Christmas delivery. Take advantage of peak purchase activity during the moment till the shipping cutoff date. CPMs are significantly lower than the Q4 average after Christmas and into the new year. Coupled with a continued demand to shop, businesses have an opportunity to continue driving sales efficiently. 22
  • 23. Suggested holiday and mega sales day campaign plan. Set up Conversions API to connect your server with Meta ads delivery system. Maintain an event match quality of “good” or “great.” Adopt the simplest account structure possible. Align bid strategy with campaign goals around volume, cost or ROI. Automate across budget, audience, creative and placements. Create a learning plan to identify, test and answer key business questions. Build seasonal creative that is diversified across concepts and formats. Consider a creative refresh to speak to “after the moment” shopping motivations. Market to lapsed or late shoppers with Advantage+ shopping campaigns and Advantage+ catalog ads. Apply learnings from holiday/ Mega Sale Days campaigns. Start planning post-season campaigns to reach lapsed or late shoppers. Minimise changes to avoid resetting the learning phase. Reach valuable audiences with less setup time and greater efficiency with Advantage+ shopping campaigns. Help match your products to people with Advantage+ catalog ads. Drive people in store for last- minute purchases after shipping cutoff dates with custom audiences. Understand campaign performance with custom and benchmark reports. Consider optimising for higher funnel metrics (add to cart, link clicks, landing page view) to increase reach. FOUNDATIONS AFTER THE MOMENT 4–8 WEEKS BEFORE THE MOMENT 1–4 WEEKS BEFORE THE MOMENT Data Creative Media Measurement 23
  • 24. Set up reliable data sources from web, mobile and in-store. Increase event match rate by turning on advanced matching. Ensure good product catalog health and match rate. Tap into culture and reach valuable audiences by testing Reels. Help people discover and buy your product by collaborating with creators. Reach more people through a retailers’ catalog with Collaborative Ads. Reach people in international locations with cross-border business solutions. Enable people to start conversations with your business with business messaging solutions. Select the objective and optimisation that align with your business goals. Build mobile-first creative. Adopt the simplest account structure possible. Optimise for longer conversion cycles with post-conversion optimisation. Measure the incremental impact of your marketing with lift testing. Determine which strategies drive best results with split testing. Add your own… Find the relevant Meta Business Partner to help grow your business. Add your own… Add your own… Generate new leads who may be interested in your product or service with lead ads. Measure performance across channels with marketing mix modeling. FOUNDATIONS 4–8 WEEKS BEFORE THE MOMENT 1–4 WEEKS BEFORE THE MOMENT AFTER THE MOMENT Data Creative Media Measurement Suggested holiday and mega sales day campaign plan. 24
  • 25. Recommendation Solution Adopt the simplest account structure possible. Account simplification Align bid strategy with campaign goals around volume, cost or ROI. Bid strategy Apply learnings from holiday/Mega Sale Days campaigns. Measurement Automate across budget, audience, creative and placements. Automation Build mobile-first creative. Mobile-first creative Build seasonal creative that is diversified across concepts and formats. Creative diversification Consider a creative refresh to speak to “after the moment” shopping motivations. Post-holiday recommendations Consider optimising for higher funnel metrics (add to cart, link clicks, landing page view) to increase reach. Optimisations by objective Create a learning plan to identify, test and answer key business questions. Learning agenda Determine which strategies drive best results with split testing. A/B Testing Drive people in store for last-minute purchases after shipping cutoff dates with custom audiences. Custom audiences from offline events Enable people to start conversations with your business with business messaging solutions. Ads that click to message Ensure good product catalog health and match rate. Catalog match rate Find the relevant Meta Business Partner to help grow your business. Meta Business Partners Generate new leads who may be interested in your product or service with lead ads. Lead Ads Help match your products to people with Advantage+ catalog ads. Advantage+ catalog ads Help people discover and buy your product by collaborating with creators. Creators, Partnership ads Additional resources Please refer to the table below to access additional resources related to the recommendations and solutions outlined in the planner. 25
  • 26. Additional resources Please refer to the table below to access additional resources related to the recommendations and solutions outlined in the planner. Recommendation Solution Highlight seasonal messaging by adding visual overlays onto your catalog. Advantage+ catalog ads creative customisation Increase event match rate by turning on advanced matching. Advanced matching Market to lapsed or late shoppers with Advantage+ shopping campaigns and Advantage+ catalog ads for retargeting. Advantage+ shopping campaigns, Advantage+ catalog ads Measure performance across channels with marketing mix modeling. Marketing mix modeling Measure the incremental impact of your marketing with lift testing. Lift testing Minimise changes to avoid resetting the learning phase. Learning phase Optimise data quality by maintaining an event match quality of “good” or “great.” Event match quality (EMQ) Optimise for longer conversion cycles with post-conversion optimisation. Post-conversion optimisation Reach more people through a retailers’ catalog with Collaborative Ads. Collaborative Ads Reach more people with audience automation. Advantage detailed targeting, Advantage lookalike and Advantage custom audience Reach people in international locations with cross-border business solutions. Cross-border business Reach valuable audiences with less setup time and greater efficiency with Advantage+ shopping campaigns. Advantage+ shopping campaigns Select the objective and optimisation that align with your business goals. Objectives and optimisation Set up a reliable connection between your server and the delivery system with the Conversions API. Conversions API Set up reliable data sources from web, mobile and in-store. Pixel, SDK, Conversions API Start planning post-season campaigns to reach lapsed or late shoppers. Post-holiday recommendations Tap into culture and reach valuable audiences by testing Reels. Reels, Reels ads Understand how campaigns are performing by building custom and benchmarking reports. Ads reporting 26