PL ATFORM PL ANNING THE H1 2020 - B Y - SocialCode

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PL ATFORM PL ANNING THE H1 2020 - B Y - SocialCode
THE H1 2020
PL ATFORM
PL ANNING
GUIDE
BY
PL ATFORM PL ANNING THE H1 2020 - B Y - SocialCode
PL ATFORM PL ANNING GUIDE

H1 2020 | Thought Leadership by SocialCode, LLC
Writing and Design by SocialCode Marketing Team, SocialCode, LLC
www.socialcode.com // info@socialcode.com
PL ATFORM PL ANNING THE H1 2020 - B Y - SocialCode
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    DEAR PARTNER,

    In 2020, social media platforms are now entering their second decade of existence, and                  advertisers need to ensure that their marketing tools comply with new regulations and still
    SocialCode has been at the forefront of the industry since there has been an industry. We               maintain the performance required for the health of their brands.
    used our early expertise in social and our customer-centric, data-driven approach to volley
    across digital into Google, Amazon and emerging channels. Now more than ever, it’s critical for         Amidst this ever-changing landscape, SocialCode continues to build on the strength of our
    brands to create a coherent content strategy that reaches customers across channels so they             media solutions and evolve our offerings along with our clients’ needs. In addition to launching
    are getting the highest customer lifetime value for the lowest customer acquisition costs. In           new consent management features, our Audience Intelligence Platform (AIP) software solution
    order to create long-term profitability, brands will need not only full-funnel measurement, but a       allows brands to harness the power of their first-party data, acquire their highest value
    way to tell stories that continually engage customers and build brand loyalty.                          customers and maximize lifetime values across marketing channels. Marketplace Strategy
                                                                                                            (MPS) is helping clients maximize sales and market share on Amazon and other marketplaces.
    Today’s consumers are engaging with media differently, and brands need to evolve how they               In addition, SocialCode’s full-service creative shop, CodeCreative, continues to drive success
    market content to reach their intended audiences. Emerging channels like TikTok and the                 for brands with full-funnel content strategies and end-to-end productions. And in November
    upcoming launch of Quibi will continue to reshape the video landscape. Similar to YouTube and           2019, SocialCode launched CodeAudio, our new full-service digital audio division, which is
    social platforms, the growing popularity of streaming services and over-the-top (OTT) options           already pushing boundaries and helping brands seamlessly add podcast advertising and audio
    now reach 55.3% of the U.S. population (Forbes, 2019), giving marketers the chance to reach             streaming to their media mix.
    a more targeted audience with the use of first-party data. Traditional TV and cable have been
    disintermediated by OTT offerings that give customers more choices and more convenience for             The next decade will be full of both challenges and potential for brands to connect with
    less money.                                                                                             customers. There will be new opportunities to connect online and offline experiences, drive
                                                                                                            more profitable ecommerce and ultimately build brands that win consumer loyalty and
    Today, one in two Americans stream audio weekly as the rise of podcasting and on-demand                 attention. At SocialCode, we will continue to build best-in-class partnerships with brands large
    audio continues. Video, audio, social,programmatic and search platforms and marketplaces                and small that unlock these possibilities, drive performance and keep us on the bleeding edge
    can’t be thought of as independent silos, but instead need to work together as the same                 of media, data, creative and e-commerce.
    customers travel across all of these channels.
                                                                                                            Get in touch with our team to discuss more, and enjoy the guide.
    Consumer demands for privacy and transparency continue to gain momentum. As new,
    fragmented privacy regulations and web browser privacy changes take effect in 2020,

                                                                                                                                                                                    VERY BEST,

                                                                                           ( keep reading
                                                                                           over there )

                                                                                                                                                                                    L AUR A O’SHAUGHNESSY
                                                                                                                                                                                    CEO, SOCIALCODE
                                                                                                                                                                                    L AUR A@SOCIALCODE.COM
PL ATFORM PL ANNING THE H1 2020 - B Y - SocialCode
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SOCIALCODE’S COMPLE TE PL ATFORM     LET’S GET STARTED
PL ANNING GUIDE IS DESIGNED TO ARM
MARKE TERS WITH THE KNOWLEDGE        INTRODUCTION                                       PINTEREST
                                     06     H1 Platform Planning Guide                  72
TO BUILD A STRATEGIC, COHESIVE       09     Platform Overview Matrix                    74
                                                                                               Platform Introduction
                                                                                               Pinterest at a Glance
                                                                                        75     Pinterest Product Spotlight
PL AN ACROSS SOCIAL, GOOGLE AND      FA C E B O O K                                     76     Platform Overview
                                                                                        78     Objectives and Optimization Goals
AMA ZON THAT WILL BEST ACHIEVE       10     Platform Introduction
                                                                                        79     Pinterest Case Study
                                     12     Facebook at a Glance
                                                                                        80     Creative Best Practices
                                     13
THEIR BUSINESS GOALS.                14
                                            Facebook Product Spotlight
                                            Platform Overview
                                                                                        82     Creative Specifications
                                                                                        84     Frequently Asked Questions
                                     16     Objectives and Optimization Goals
                                     18     Facebook Case Study
                                                                                        S N A P C H AT
                                     20     Creative Best Practices
                                     22     Creative Specifications                     86     Platform Introduction
                                     24     Frequently Asked Questions                  88     Snapchat at a Glance
                                                                                        89     Snapchat Product Spotlight
                                     I N S TA G R A M                                   90     Platform Overview
                                                                                        92     Objectives and Optimization Goals
                                     26     Platform Introduction                       93     Creative Best Practices
                                     28     Instagram at a Glance                       94     Snapchat Case Study
                                     29     Instagram Product Spotlight                 96     Creative Specifications
                                     30     Platform Overview                           98     Frequently Asked Questions
                                     32     Objectives and Optimization Goals
                                     34     Instagram Case Study
                                                                                        TWITTER
                                     36     Creative Best Practices
                                     38     Creative Specifications                     100      Platform Introduction
                                     40     Frequently Asked Questions                  102      Twitter at a Glance
                                                                                        103      Twitter Prodcut Spotlight
                                     G O O G L E & YO U T U B E                         104      Platform Overview
                                                                                        106      Twitter Case Study
                                     42     Google/YouTube Platform Introduction
                                                                                        108      Creative Best Practices
                                     44     Google/YouTube at a Glance
                                                                                        110      Objectives and Optimization Goals
                                     45     YouTube Product Spotlight
                                                                                        111      Creative Specifications
                                     46     Google/YouTube Platform Overview
                                                                                        112      Frequently Asked Questions
                                     48     YouTube Objectives and Optimization Goals
                                     50     YouTube Case Study
                                     52     YouTube Creative Best Practices             LINKEDIN
                                     54     YouTube Creative Specifications             114      Platform Introduction
                                     56     YouTube Frequently Asked Questions          116      LinkedIn at a Glance
                                                                                        117      LinkedIn Product Spotlight
                                     A M A ZO N                                         118      Platform Overview
                                                                                        120      Objectives and Optimization Goals
                                     58     Platform Introduction
                                                                                        121      Creative Specifications
                                     60     Amazon at a Glance
                                                                                        122      Creative Best Practices
                                     61     Amazon Product Spotlight
                                                                                        124      Frequently Asked Questions
                                     62     Platform Overview
                                     64     Objectives and Optimization Goals
                                     65     Amazon Case Study
                                     66     Creative Best Practices
                                     68     Creative Specifications
                                     70     Frequently Asked Questions
PL ATFORM PL ANNING THE H1 2020 - B Y - SocialCode
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H1 2020 PL ATFORM PL ANNING GUIDE

                                        “NOW MORE THAN
In 2020, social platforms will                                                for a new era of social shopping.
account for nearly one-third of                                               Today it’s important for marketers
all U.S. digital video ad spend,                                              to understand how these changes
with advertising spend expected                                               impact their digital investments
to reach nearly $43 billion this        EVER, IT’S CRITIC AL                  across all the channels where their
year (eMarketer, 2020). Marketers                                             customers are most active.
today need to reach consumers           FOR BRANDS TO
wherever they are engaging with                                               This guide is designed to arm
media, from traditional channels to     CREATE A COHERENT                     marketers with the knowledge to
                                                                              react to these shifts and build a
emerging platforms. Whether it is
social, over-the-top (OTT) streaming
                                        CONTENT STRATEGY                      strategic, cohesive plan across
services or the latest short-form
video platforms, users today are
                                        THAT REACHES                          platforms to best achieve business
                                                                              goals. With SocialCode expertise
increasingly mobile-first, digitally-   CUSTOMERS ACROSS                      and tools, we ensure brands can tap
                                                                              into platforms to discover unique
native and constantly reinventing
the digital landscape.                  ALL THE CHANNELS                      insights in consumer conversations,
                                                                              attitudes and behaviors and allow
Since our last Platform Planning        WHERE THEY SPEND                      for more deep and meaningful
Guide, ongoing industry trends are                                            connections with users. Successful
shifting how marketers communicate      TIME AND LEVERAGE                     marketers advertise with a clear goal
                                                                                                                       THE NEX T SEVERAL PAGES OF THIS GUIDE GIVE A
                                                                              in mind. They achieve this goal by
with consumers in social and
digital channels. The dominance of
                                        THE SIGNALS THAT                      building learning agendas, testing
                                                                                                                       BREAKDOWN OF THE MA JOR DIGITAL PL ATFORM
                                                                              frequently and adopting an audience-
mobile continues, with more than
                                        THESE PL ATFORMS
50% of holiday purchases reported                                             first approach that drives clear              C APABILITIES, INCLUDING KEY UPDATES, USE
on mobile devices in Q4 2019.           PROVIDE.                              measurement results to understand
New enhanced streaming services                                               the impact of their data-based            C ASES, CREATIVE BEST PRACTICES AND CREATIVE
continue to fill the landscape and
digital video ad spend continues
its rapid growth. Meanwhile
                                        ”
                                        — L AU R A O ’ S H AU G H N E S SY,
                                                                              activations. Dive into our Q4 Platform
                                                                              Planning Guide for a detailed look
                                                                              at each platform’s capabilities, new
                                                                                                                       SPECIFIC ATIONS, OBJECTIVES AND OPTIMIZ ATION
the expansion of shoppable ad           C E O, S O C I A LCO D E              features and best practices on how to    GOALS AND MORE – ENSURING THAT MARKE TERS
formats continues to pave the way                                             maximize each channel to reach your
                                                                              marketing objectives.                    ARE UP-TO-DATE ON THE NEWEST DEVELOPMENTS
                                                                                                                       THAT BEST INFORM EACH AND EVERY C AMPAIGN.
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PL ATFORM OVERVIEW MATRIX                                                                                        New          Developing           Advanced

                                                                               Reach   Targeting   Measurement     Creative          Overall Capabilities

                                                                                                                                     Market-Leading

                                                                                                                                     Market-Leading

                                                                                                                                     Market-Leading

                                                                                                                                     Market-Leading

                                                                                                                                     Market-Leading

                                                                                                                                     Sophisticated
By combining data and creative,        targeting, measurement and creative
brands can reach a qualified           capabilities. Platform prioritization
audience at every stage of the sales   should always be informed by
funnel and generate learnings to       audiences, and combining these
                                                                                                                                     Sophisticated
inform smarter decisions.              market-leading capabilities with
                                       SocialCode expertise, strategic
When leveraged to the max, ID-         thinking and advanced products can
based platforms ensure that you        add value beyond each platform’s
are reaching the right people          native tools. For this reason, we                                                             Sophisticated
with the right message at the          evaluated how eight platforms –
right time. And the ability to         Facebook, Instagram, YouTube,
do more on these platforms is          Google, Amazon, Pinterest, LinkedIn,
continuously evolving. For this        Snapchat and Twitter – stack up                                                               Sophisticated
reason, marketers should invest        against these variables.
the majority of their resources in
channels with advanced reach,
PL ATFORM PL ANNING THE H1 2020 - B Y - SocialCode
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                              “FACEBOOK           Facebook is still the world’s largest
                                                  social network, with a user base
                                                  that continues steady growth and
                                                                                          Stories across Facebook and
                                                                                          Messenger reached 500 million last
                                                                                          year (TechCrunch, 2019), and over
                              CONTINUES TO        is expected to reach 1.98 billion by    1 billion stories are shared via the
                                                  the end of 2023 (eMarketer, 2019).      platform daily. Facebook Search
                              LEAD AS A FULL-     For marketers, Facebook continues       Ads, Playable Ads in Stories, Paid
                              FUNNEL PL ATFORM    to provide unique opportunities to      Polling Ads, Instant Articles and
                                                  target a broad audience in order to     additional news feed placements
                              FOR ADVERTISERS     drive brand awareness, engagement       have all been rolled out to deliver
                                                  and conversions. And advanced           information to users where they are
                              WITH INVESTMENTS    reach, targeting, measurement           consuming the most. Facebook’s
                              IN COMMERCE         and creative capabilities make the      offline conversions features help
                                                  platform the most flexible and far-     advertisers track how offline
                              C APABILITIES TO    reaching. eMarketer projects that       activity can be attributed to their
                              MAKE IT EVEN        Facebook will continue to garner        ad campaigns to measure offline
                                                  the bulk of social ad spending,         return on ad spend, while DPA and
                              EASIER TO REACH     with 83.1% of the market in 2020        Collection Ads are also proven to
                                                  (including Facebook and Instagram).     aid in online and offline conversions.
                              CONSUMERS AT THE
                              POINT OF PURCHASE   In the face of growing consumer         With robust native ad-serving tools
                                                  privacy concerns, the platform          and tracking capabilities, marketers
                              IN-APP.             turned its focus in 2019 to             can easily tie their Facebook ads

                              ”
                                                  increasing transparency, creating       to a boost in brand metrics, online
                                                  community engagement and                conversions and online and offline
                                                  building trust with users. Launching    sales. Not only does the platform
                              —SAR AH LYONS,
                                                  new features that give consumers        drive key business objectives
                              GM OF SOLUTIONS
                              AT SOCIALCODE       greater transparency and control        forward, but it also leads in offering
                                                  over the data they share, stricter      new, innovative ways for marketers
                                                  community standards enforcement,        to connect and engage with users at

         FACEBOOK
                                                  updates to page transparency and        all stages of the customer journey.
                                                  new brand safety controls are some
                                                  of the ways the platform is working
                                                  to create a safer environment for
Market-Leading Capabilities
                                                  users and advertisers.
PL ATFORM PL ANNING THE H1 2020 - B Y - SocialCode
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FACEBOOK PL ATFORM OVERVIEW

                                                   1.60 2.50 21.0
                                                   BIL L ION               BIL L ION                               MINU T ES
                                                   Daily Active Users      Monthly Active Users                    Average time spent per day
                                                   [ Facebook Business ]   [ Facebook Business ]                   on Facebook
                                                                                                                   [ eMarketer ]

                  Use Cases
                            1.
             Increase brand awareness or other     FACEBOOK PRODUCT SPOTLIGHT
            brand equity among core audiences.

                            2.
              Find and engage with valuable
                  prospecting audiences.           Multi-Retailer          Back in 2018, Facebook renamed
                                                                           “Canvas Ads” as “Instant
                                                                                                                   more than one call-to-action to drive
                                                                                                                   traffic to multiple retailer websites.

                                                   Instant                 Experience”—a full-screen
                                                                           experience that visually highlights
                                                                                                                   Although only currently available for
                                                                                                                   select marketers to test, once these
                            3.                     Experience              products and services, opening          ads are made widely available, they
                                                                           after a user clicks an ad on a mobile   will be available to run via Facebook
             Drive efficient in-store and online                           device. More recently, in Q4 of         or Instagram Feed and Stories.
                                                                           2019, the platform began testing an
                 sales lift and conversions.
                                                                           expanded version of this product—
                                                                           Multi-Retailer Instant Experience,
                                                                           which allows marketers to leverage
PL ATFORM PL ANNING THE H1 2020 - B Y - SocialCode
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FACEBOOK PL ATFORM OVERVIEW

                     AWARENESS                                              CONSIDERATION                                         SALES
                     Video Views/Reach                                      Traffic/Lead Gen                                      Online

                         Targeting   Interests, Demographics,                  Targeting   Remarketing Audiences, 4+%                Targeting   1–3% Lookalike Audiences,
                                     Third-Party Audiences                                 Lookalike Audiences, Third-Party                      Remarketing Audiences, First-
                                                                                           Audiences, Dynamic Ads for Broad                      Party Audiences, Dynamic Ads or
                         Ad Units    Video, Stories, In-Stream/Watch,                      Audiences (DABA)                                      Retargeting Audiences (DART),
                                     Instant Experience, Offer Ads, GIFs,                                                                        Dynamic Ads for Retail
                                     Video Carousel                            Ad Units    Link Page Posts, Carousel,
                                                                                           Lead Ads, DPA                             Ad Units    Link-Page Posts, Carousel,
                        Placement    Desktop and Mobile News Feed,                                                                               Collections, DPA
                                     Audience Network, In-Stream,             Placement    Desktop and Mobile News Feed,
                                     Stories                                               Stories, Messenger                       Placement    Desktop and Mobile News Feed,
                                                                                                                                                 Stories, Messenger
                             KPIs    Campaign Metrics including Reach              KPIs    Cost per Landing Page View,
                                     and Frequency, % Audience Reach,                      Landing Page CTR,                             KPIs    Cost per Purchase, Return on Ad
                                     CPM, uCPM, Estimated Ad Recall                        Cost per Lead (CPL)                                   Spend (RoAS), Cart Size, Lifetime
                                     (EARL)                                                                                                      Value (LTV)
                                                                            Measurement    Facebook Brand Lift With Intent
                                     Video Campaign Metrics including                                                             Measurement    MTA, Conversion Lift
                                     View Rate, Video Completion Rate       App Install
                                                                               Targeting   Lookalike of App Users/Events          Offline
                      Measurement    Third-Party Measurement including
                                     Nielsen Digital Ad Ratings (DAR),
                                                                               Ad Units    Video or Static                           Targeting   Store Visitors, Nielsen Digital
                                     Nielsen Total Ad Ratings (TAR),                                                                             Ad Ratings (DAR)
                                     Nielsen Catalina Solutions (NCS),
                                                                              Placement    Audience Network, Desktop and
                                     Nielsen Brand Effect, Facebook                        Mobile News Feed, Stories                 Ad Units    Collection, Store Visits
                                     Brand Lift, Datalogix (DLX) ROI
                                     Study, Nielsen XCR/OCR                        KPIs    Cost per Install (CPI), Install Rate          KPIs    Cost per Purchase, Return on Ad
                                                                                                                                                 Spend (RoAS), Cart Size, Lifetime
                                                                            Measurement    Conversion Lift                                       Value (LTV)

                                                                                                                                  Measurement    MTA, Conversion Lift
16                                                                                                                                                                                                                        17

FACEBOOK OBJECTIVES AND OPTIMIZ ATION GOALS

Objective         Description                    Optimization Goals            Billing Events                          Objective         Description                     Optimization Goals            Billing Events

                                                                                                                       Mobile App        Get more people to              Clicks to Your App            Link Clicks & Impressions
Reach             Show your ad to the            Reach                         Impressions
                                                                                                                                         install your app
                  maximum number of people                                                                             Installs                                          App Installs                  Impressions & App Installs
                                                 Impressions                   Impressions
                                                                                                                                                                         App Events                    Impressions

                                                                                                                                                                         Video Views                   Impressions & 10s Video Views
Brand Awareness   Increase awareness for your    Brand Awareness               Impressions
                  brand by reaching people
                  who are more likely to be      Reach                         Impressions
                                                                                                                       Event Responses   Get more people to see          Event Response                Impressions
                  interested in it                                                                                                       and respond to your
                                                                                                                                         event                           Daily Unique Reach            Impressions

                                                                                                                                                                         Post Engagement               Post Engagement
Get Video Views   Get more people to             Video Views (Recommended)     Impressions & Video Views (10s views)
                  view your content                                                                                                                                      Impressions                   Impressions
                                                 Daily Unique Reach            Impressions

                                                                                                                       Product Catalog   Create ads that automatically   Impressions                   Impressions
Traffic           Send more people to            Link Clicks to Your Website   Link Clicks & Impressions                                 show products from your
                  a destination on or off                                                                              Sales (DPA)       product catalog based on        Link Clicks to Your Website   Link Clicks, Impressions
                                                 (Recommended)
                  Facebook                                                                                                               your target audience
                                                                               Impressions                                                                               Conversion Events             Impressions
                                                 Impressions

                                                 Daily Unique Reach            Impressions

                                                                                                                       Page Likes        Promote your Facebook page      Page Likes                    Page Likes, Impressions

Store Visits      Get more people to visit       Daily Unique Reach            Impressions
                  your brick-and-mortar
(Facebook Only)
                  locations
                                                                                                                       Post Engagement   Boost your page posts to        Post Engagement               Impressions, Post Engagement
                                                                                                                                         get more engagement with
                                                                                                                                         your content                    Impressions                   Impressions

Lead Generation   Drive more sales leads, such   Leads                         Impressions
                                                                                                                                                                         Reach                         Impressions
                  as e-mail addresses from
                                                 Link Clicks                   Link Clicks
                  people interested in your
                  brand or business
                                                                                                                       Messages          Connect with consumers on       Replies                       Impressions
                                                                                                                                         Facebook, communicate
                                                                                                                                         with potential or existing      Leads                         Impressions
Conversions       Drive valuable actions         Conversions (Recommended)     Impressions                                               customers to encourage
                  on your website or app                                                                                                 interest in your business
                                                 Link Clicks to Your Website   Link Clicks & Impressions

                                                 Impressions                   Impressions

                                                 Daily Unique Reach            Impressions
18                                                                                                                       19

FACEBOOK CASE STUDY
                                    11. 3x 41.0
                                    INC RE A SE                              PERC EN T
                                    in revenue in September 2019             of users to site attributed to
                                    by leveraging SocialCode’s AIP           Facebook campaign ads
                                    Shopify integration

                             BACKGROUND               Although contemporary womens
                                                      wear brand Ramy Brook had
                                                      been around for ten years, they
                                                                                                advertising. With higher price point
                                                                                                items, the brand needed a way to
                                                                                                ensure it would be targeting highest
                                                      hadn’t fully leveraged Facebook           value audiences in this new space.

               CASE STUDY:   OBJECTIVE                Increase website traffic and landing
                                                      page views.

             AIP SHOPIFY
            INTEGRATION      STRATEGY                  Leveraging the new Shopify
                                                       integration within SocialCode’s
                                                                                                these customers. Once onboarded
                                                                                                to Facebook, this audience segment

             & FACEBOOK
                                                       Audience Intelligence Platform           was used to create a 10% Lookalike
                                                       (AIP), Ramy Brook was able to easily     audience directly on the platform
                                                       provide a detailed transaction file      to target new, similar users likely to

           SIGNIFICANTLY
                                                       of current customers as a basis for      click to site. Because of the Shopify
                                                       targeting. Utilizing this key customer   integration, this Facebook audience
                                                       data, our media team identified          is able to dynamically update every

         INCREASE REVENUE                              the brand’s current highest lifetime
                                                       value customers and created a new
                                                       audience segment consisting of
                                                                                                time a new purchase is recorded,
                                                                                                allowing Ramy Brook to continually
                                                                                                find its highest LTV customers.

          FOR RAMY BROOK

                                                        SOCIALCODE RECOMMENDATION
                                                         Continue to spend and iterate on both traffic and conversion initiatives
                                                         on Facebook, and test new platforms to broaden your audience.
20                                                                                                                                                                                               21

FACEBOOK CREATIVE BEST PRACTICES

While creative pretesting and   Messenger Ads                                                Stories
post-campaign analysis should   Best Practices                                               Best Practices
always inform your creative
strategy, we’ve put together    Images that are used in Facebook feed campaigns can be
some recommendations for        repurposed in Messenger, allowing your ads to reach users    Grab User Attention                                       Up-Front Branding
                                wherever they are without added effort. Ads in Messenger
                                                                                             Facebook users consume stories content at a much
Stories and Messenger Ads so    can be customized in two ways:
                                                                                             faster pace than other formats. Make sure your Stories
                                                                                                                                                       Utilize a 1.91:1 to 9:16 aspect ratio for both image and
                                                                                                                                                       video to fill the screen.
you can reach users in the                                                                   ad uses speed as a creative element to engage
                                Inbox View
most efficient way possible.                                                                 audience attention.                                       What to Avoid
                                Make a strong first impression with key messaging:           Don’t be afraid to use sound to enhance your message.     Images and video thumbnail images that consist of more
                                Give users a strong reason to click on your ad, and          The majority of stories with voice-over or music drive    than 20% text may experience reduced delivery.
                                be sure to communicate it at the beginning of the            better results compared to ads without sound.
                                Description field. Be sure to preview your ad to ensure                                                                Ensure key elements are visable in the ad. Consider
                                the key message is visible, because inbox views will not     Experiment with features in stories that will work best   leaving roughly 14% (250 pixels) of the top and bottom
                                include a headline or link description.                      with your creative and product offering. Stickers, for    of a video story asset free from text and logos so that
                                                                                             example, can be a great way to draw attention to a        key elements aren’t covered by a profile icon or CTA.
                                Stand out with your image:                                   product in a more natural way, while text overlays can
                                Ensure the image has a clear focal point. Use uncluttered,   help emphasize key messages.
                                close-up or high-contrast images that can be clearly
                                viewed at first glance, and use minimal text overlay.
                                                                                             Up-Front Branding
                                If using a contrasted background color in the image,         Place key messages at the beginning of your Stories ad,
                                keep in mind Messenger generally has a white                 with logos or brand elements clearly visible.
                                background; choose a background color that will make
                                your ads stand out.                                          Consider your objective and design creative around it.
                                                                                             For example, when using a brand objective, the ad
                                                                                             should be focused on people. When using a conversion
                                Detailed View                                                objective, focus on products.

                                Elaborate on your key message:                               Use a strong CTA that drives viewers to take action.
                                People who reach the detailed view have signaled             This action should be emphasized by what you
                                interest by clicking on your ad. Take this opportunity to    want your audience to do, such as “swipe up” or
                                elaborate on key messaging and to clearly communicate        “shop here.”
                                the value of your promotion.

                                Select a compelling call-to-action for users to take the
                                next step.
22                                                                                                                                                                                                                                                                                                     23

FACEBOOK CREATIVE SPECIFICATIONS
                                                                                                                                                                                    Mobile and
                                                                                                                                      Instant Experience                            Desktop                                                                               Video or Mixed-
                     Photo                       Photo Link                     Photo Carou sel             Lead Gen                  Newsfeed                                      App Install                Video                         Video Link                   Media Carousel               Collection

Recommended          News Feed image size:       1,200 x 628 pixels             1,080 x 1,080 pixels        1,080 x 1,080 pixels      1,080 x 1920 pixels      Recommended          1,200 x 628 pixels         15 seconds or less            15 seconds or less           15 seconds or less           1,200 x 628 pixels
                     1,200 x 628 pixels, Right                                                              Note: For video lead
Image Size and       column image size: 254                                                                 ads, see video-link ad                             Image Size and
Video Length         x 133 pixels                                                                           specs                                              Video Length

Image Ratio          News Feed ratio:            1.91:1 to 1:1                  1:1                         1:1                       Photo: 1.91:1            Image Ratio          Photo: 1.91:1              9:16 to 16:9 supported,        9:16 to 16:9                1:1                          Image: 1.9:1
                     1.91:1 to 4:5,                                                                                                   Video: 16:9 or 1:1                            Video: 16:9 to 1:1         but 9:16 aspect ratio                                                                   Video: 16:9 or 1:1
                     Right column ratio:                                                                                                                                                                       is recommended for
                     16:9 to 1:1                                                                                                                                                                               Stories

                                                                                                                                                                                                                                                                          Minimum 2,                   1 hero photo/video
                     1                           1                              Up to 10 images, allow      1                         1, but up to 20 within                        1                          1                              1
Number of Assets                                                                                                                                               Number of Assets                                                                                           up to 10 allowed,            above row of 4 products.
                                                                                for auto-optimization.                                the actual Instant                                                                                                                                               People who tap can
                                                                                Min: 2 images                                         Experience unit                                                                                                                     up to 5 shown at a time
                                                                                                                                                                                                                                                                                                       view up to 50 products.

Body Text            125 characters              30 characters                  125 characters              125 characters            90 characters            Body Text            125 characters             125 characters                 125 characters              125 characters               90 characters
                     recommended                                                recommended                 recommended               recommended

Headline             N/A                         25 characters                  1 per panel                 25 characters             25 characters            Headline             25 characters              N/A                            25 characters               1 per panel                  25 characters
                                                                                @ 25 characters                                                                                                                                                                           @ 25 characters              recommended

Link Description     N/A                         30 characters                  1 per panel                 30 characters             For video: up to 30      Link Description     30 characters              N/A                            30 characters               1 per panel                  N/A
                                                                                @ 20 characters                                       characters                                                                                                                          @ 25 characters

CTA Button           N/A                            Shop Now, Book Now, Learn More, Sign Up,                Subscribe, Sign Up,       Tap to Open; More        CTA Button           Install Now, Use App,      N/A                            Apply Now, Book Now,        Shop Now, Book Now,          N/A
                                                  Download, Watch More, Apply Now, Donate Now,              Learn More, Apply Now,    detail on building In-                        Book Now, Download,                                       Contact Us, Download,       Learn More, Sign Up,
                                                 Contact Us, Request Time, See Menu, Send Message           Download, Get Quote       stant Experience unit:                        Learn More, Listen Now,                                   Learn More, Request         Download, Watch More,
                                                                                                                                      https://www.facebook.                         Play Game, Shop Now,                                      Time, Start Order, Shop     Apply Now, Donate
                                                                                                                                      com/business/ads-                             Sign Up, Watch More                                       Now, Sign Up, Watch         Now, Contact Us, Re-
                                                                                                                                      guide/instant-                                                                                          More                        quest Time, Start Order,
                                                                                                                                      experience                                                                                                                          Send Message

Text Overlay Limit                                            Facebook’s algorithm favors images with less than 20% text.                                      Text Overlay Limit                                           Facebook’s algorithm favors images with less than 20% text.
                                                     Check your image using the following link: facebook.com/ads/tools/text_overlay                                                                                Check your image using the following link: facebook.com/ads/tools/text_overlay

Source                                                   More details available at: https://www.facebook.com/business/ads-guide                                Source                                                  More details available at: https://www.facebook.com/business/ads-guide

                     Brand awareness, reach,     Brand awareness,                                           Lead generation           Brand awareness,
Recommended                                                                     Brand awareness,                                                               Recommended          App installs, app events   Brand awareness, reach,        Brand awareness,            Brand awareness,             Conversions, traffic
                     store visits                conversions, traffic           conversions, reach,                                   conversions, traffic,                                                    store visits, video views      conversions, traffic,       conversions, store visits,
Objectives                                                                      traffic                                               video views              Objectives
                                                                                                                                                                                                                                              video views                 traffic, video views
24                                                                                                                                                         25

FACEBOOK FREQUENTLY ASKED QUESTIONS

1.                                       2.                                     3.                                       4.
What are DPA assets?                     What is the difference                 Is there a way to drive                  What is cost-cap
                                         between DABA and                       customers to store or                    bidding?
Facebook Dynamic Product Ads or
DPAs are ad units used as leverage       DART?                                  increase foot traffic?
for prospecting new customers                                                                                            Cost-cap is a new bidding
via targeting of interest or affinity                                                                                    strategy offered on Facebook
                                         DABA, or Dynamic Ads for Broad         Yes, the store traffic objective lets
audiences, and for retargeting                                                                                           that maximizes ad budgets and
                                         Audiences, can be leveraged as         advertisers create campaigns to
lower- funnel consumers across a                                                                                         combines the benefits of bid cap
                                         a prospecting tactic. Facebook         increase foot traffic and increase
variety of strategies. Unlike standard                                                                                   and target cost into one overall
                                         gathers additional signals through     sales at their physical retail
ads, DPA assets have dynamic                                                                                             bid optimization structure. Cost-
                                         the customer journey, like             locations. Furthermore, the store
capabilities, such as leveraging                                                                                         cap allows advertisers to have
                                         interactions on competitor websites    traffic objective can utilize ads with
products from catalogs to showcase                                                                                       simultaneous control over cost
                                         and ad engagements across similar      localized content designed for each
price or showcasing products                                                                                             efficiencies while also maximizing
                                         types of products. Facebook uses       store or a group of locations to
based on available inventory. DPA                                                                                        the volume of business results
                                         these signals to determine which       promote together. The store traffic
assets are also compatible with the                                                                                      (i.e., event responses, app installs,
                                         products from your catalog to serve    objective ads have an option to
standard ad formats: single image or                                                                                     website purchases, etc.) within
                                         to users and allows brands to reach    include an address, phone number
video, carousel or collection units.                                                                                     their Facebook campaigns. The
                                         net new customers while leveraging     and map card, as well as location
                                                                                                                         key differentiator between cost-
                                         dynamic creative.                      targeting to set the distance around
Utilizing a pixel to track the                                                                                           cap bidding and more traditional
                                                                                the location to be reached.
consumer throughout their journey,                                                                                       bidding types is that advertisers can
                                         DART, or Dynamic Ads for
DPA units are able to serve ads                                                                                          now set maximum CPMs/CPAs that
                                         Retargeting Audiences, are a low-      Dynamic Ads for Retail are another
showing the most pertinent product                                                                                       they are willing to pay for results.
                                         funnel strategy targeting users        option where advertisers are able to
to the customer. Dynamic Product                                                                                         Facebook will then automatically
                                         based on site actions that allow       dynamically display which products
Ads allow retailers to promote                                                                                           optimize for results that fall either
                                         advertisers to retarget users based    are available in the closest retail
various product catalogs with                                                                                            at or below this overall cap, thus
                                         on their previous site behavior with   location for the customer viewing
unique creative without having to                                                                                        maximizing business results within
                                         a specific product. The creative is    the ad. Different from DABA and
change each individual unit and                                                                                          set budget levels.
                                         dynamically populated with the         DART ad units, Dynamic Ads for
continuously reach consumers
                                         products the user engaged with         Retail use a “local availability”
with relevant products. In order to
                                         and can be a strong performer          feature to indicate product
run a DPA unit, a Facebook page,
                                         for brands across CPG, Travel and      availability at a location nearest
Business Manager account and
                                         Auto. DART units are essential for     to the customer and can provide
ad account, a Facebook pixel and
                                         reminding consumers they’ve visited    directions.
an online product catalog are all
                                         a retailer’s product page, used the
required.
                                         mobile app or added a product to
                                         their cart but did not purchase, and
                                         then serving an impression of the
                                         most relevant product to encourage
                                         a purchase.
26                                                                                                                    27

                              “INSTAGRAM’S GROW TH     Instagram’s growth continues to
                                                       exceed expectations, with eMarketer
                                                                                              ads into paid promotions. After
                                                                                              leading the way with the launch
                              CONTINUES TO EXCEED      increasing its Q4 2019 projection      of its Checkout feature last year,
                                                       for the platform to 788.4 million      Instagram is making it even easier
                              EXPECTATIONS, WITH       monthly users worldwide, due to        for consumers to go from inspiration
                              EMARKE TER INCREASING    stronger-than-expected-growth in       to purchase.
                                                       nearly every market (eMarketer,
                              ITS Q4 2019 PROJECTION   2019). This growth is driven in part   With the platform’s advanced visual

                              FOR THE PL ATFORM TO     by its growing popularity among
                                                       millennials and Gen Zers, with
                                                                                              tools, Instagram is also a quality
                                                                                              platform for driving engagement
                              788.4 MILLION MONTHLY    67% of users ages 18–29 using          and discovery. As of November,
                                                       Instagram and an even higher rate      Instagram opened up ads in the
                              USERS WORLDWIDE.         of 75% among users ages 18–24          Explore feed to all advertisers,

                              ”
                                                       (Pew Research, 2019). Influencer       allowing brands to utilize this
                                                       marketing continues its prominence,    discovery destination that is used
                              —EMARKE TER, 2019        even as Instagram has begun to         monthly by more than 50% of
                                                       hide likes worldwide. In addition,     accounts on Instagram (Facebook
                                                       Stories remain one of Instagram’s      Business). Carousel ads in Instagram
                                                       fastest-growing ad formats, with       Stories also allow advertisers to
                                                       as many as 66% of U.S. companies       reach their target audiences with
                                                       planning to invest in Instagram        more than one single piece of
                                                       Stories this year (eMarketer, 2019).   media. And the platform continues
                                                                                              testing new Augmented Reality (AR)
                                                       With the growing potential of social   features to keep users engaged.
                                                       commerce, Instagram continues
                                                       to roll out new shopping ad units.     With more inventory to optimize
                                                       In Q4, the platform began testing      against and laser-focused targeting

         INSTAGRAM                                     new in-app shopping ad options,
                                                       including Dynamic Ads that allow
                                                       users to order products directly
                                                                                              on both Instagram and Facebook,
                                                                                              advertisers also have the option
                                                                                              to activate campaigns across both
Market-Leading Capabilities                            from an ad in their news feed and      platforms to efficiently scale results
                                                       shopping tags, and give brands the     and maximize ad spend.
                                                       ability to turn Instagram Shopping
28                                                                                                                                                           29

INSTAGRAM PL ATFORM OVERVIEW

                                                             788+ 500+ 60.0
                                                             MIL L ION                        MIL L ION                              PERC EN T
                                                             monthly active users worldwide   accounts use Instagram Stories         of people say they discover
                                                             [ eMarketer ]
                                                                                              every day                              products on Instagram
                                                                                              [ Instagram Business ]                 [ Instagram Business ]

                     Use Cases
                               1.
              Maintain brand awareness and build
              brand equity with full-screen images
                     on Instagram Stories.                   INSTAGRAM PRODUCT SPOTLIGHT
                               2.
            Increase frequency and reach incremental
         audiences with a dual Facebook and Instagram
         strategy that historically improves efficiencies.   Ads in Explore                   After months of testing, Instagram
                                                                                              has widely released ads in the
                                                                                                                                     and culturally relevant, as well as
                                                                                                                                     those actively looking to discover

                               3.
                                                                                              Explore feed, making the placement     something new. This newly released
                                                                                              available to all advertisers as of     placement is an opportunity
                                                                                              November. Research shows that          for retail advertisers to be early
              Leverage influencers where users are                                            users are already active in the        adopters and garner more efficient
                        most receptive.                                                       Explore feed, with 200 million or      overall CPMs and reach. And since
                                                                                              more daily active accounts scrolling   there is no additional creative

                               4.                                                             through this section of the platform
                                                                                              each month (Facebook Business).
                                                                                                                                     required to start running ads in the
                                                                                                                                     Explore feed, it is a placement that
               Drive sales directly on the platform                                                                                  is extremely easy for testing and
                                                                                              Ads in Explore allow marketers         learning.
                    with Instagram Shopping.
                                                                                              to extend campaign objectives
                                                                                              to additional audiences who are
                                                                                              tapped into topics that are trending
30                                                                                                                                                                        31

INSTAGRAM PL ATFORM OVERVIEW

                     AWARENESS                                              CONSIDERATION                                         SALES
                     Video Views/Reach                                      Traffic/Lead Gen                                      Online

                         Targeting   Interests, Demographics,                  Targeting   Remarketing Audiences, 4+%                Targeting   1–3% Lookalike Audiences,
                                     Third-Party Audiences                                 Lookalike Audiences, Third-Party                      Remarketing Audiences, First-
                                                                                           Audiences, Dynamic Ads for Broad                      Party Audiences, Dynamic Ads or
                         Ad Units    Video, Stories, In-Stream/Watch,                      Audiences (DABA)                                      Retargeting Audiences (DART),
                                     Instant Experience, Offer Ads, GIFs,                                                                        Dynamic Ads for Retail
                                     Video Carousel                            Ad Units    Link Page Posts, Carousel,
                                                                                           Lead Ads, DPA                             Ad Units    Link-Page Posts, Carousel,
                        Placement    Desktop and Mobile News Feed,                                                                               Collections, DPA
                                     Audience Network, In-Stream,             Placement    Desktop and Mobile News Feed,
                                     Stories                                               Stories, Messenger                       Placement    Desktop and Mobile News Feed,
                                                                                                                                                 Stories, Messenger
                             KPIs    Campaign Metrics including Reach              KPIs    Cost per Landing Page View,
                                     and Frequency, % Audience Reach,                      Landing Page CTR,                             KPIs    Cost per Purchase, Return on Ad
                                     CPM, uCPM, Estimated Ad Recall                        Cost per Lead (CPL)                                   Spend (RoAS), Cart Size, Lifetime
                                     (EARL)                                                                                                      Value (LTV)
                                                                            Measurement    Facebook Brand Lift With Intent
                                     Video Campaign Metrics including                                                             Measurement    MTA, Conversion Lift
                                     View Rate, Video Completion Rate       App Install
                                                                               Targeting   Lookalike of App Users/Events          Offline
                      Measurement    Third-Party Measurement including
                                     Nielsen Digital Ad Ratings (DAR),
                                                                               Ad Units    Video or Static                           Targeting   Store Visitors, Nielsen Digital
                                     Nielsen Total Ad Ratings (TAR),                                                                             Ad Ratings (DAR)
                                     Nielsen Catalina Solutions (NCS),
                                                                              Placement    Audience Network, Desktop and
                                     Nielsen Brand Effect, Facebook                        Mobile News Feed, Stories                 Ad Units    Collection, Store Visits
                                     Brand Lift, Datalogix (DLX) ROI
                                     Study, Nielsen XCR/OCR                        KPIs    Cost per Install (CPI), Install Rate          KPIs    Cost per Purchase, Return on Ad
                                                                                                                                                 Spend (RoAS), Cart Size, Lifetime
                                                                            Measurement    Conversion Lift                                       Value (LTV)

                                                                                                                                  Measurement    MTA, Conversion Lift
32                                                                                                                                                                                                                        33

INSTAGRAM OBJECTIVES AND OPTIMIZ ATION GOALS

Objective         Description                    Optimization Goals            Billing Events                          Objective         Description                     Optimization Goals            Billing Events

                                                                                                                       Mobile App        Get more people to              Clicks to Your App            Link Clicks & Impressions
Reach             Show your ad to the            Reach                         Impressions
                                                                                                                                         install your app
                  maximum number of people                                                                             Installs                                          App Installs                  Impressions & App Installs
                                                 Impressions                   Impressions
                                                                                                                                                                         App Events                    Impressions

                                                                                                                                                                         Video Views                   Impressions & 10s Video Views

Brand Awareness   Increase awareness for your    Brand Awareness               Impressions
                  brand by reaching people
                  who are more likely to be      Reach                         Impressions                                               Create ads that automatically   Impressions                   Impressions
                                                                                                                       Product Catalog
                  interested in it                                                                                                       show products from your
                                                                                                                       Sales (DPA)       product catalog based on        Link Clicks to Your Website   Link Clicks
                                                                                                                                         your target audience
                                                                                                                                                                         Conversion Events             Impressions
Get Video Views   Get more people to             Video Views (Recommended)     Impressions & Video Views (10s Views)
                  view your content
                                                 10s Video Views               Impressions

                                                                                                                       Post Engagement   Boost your page posts to        Post Engagement               Impressions, Post Engagement
                                                                                                                                         get more engagement with
                                                                                                                                         your content                    Impressions                   Impressions

                                                                                                                                                                         Reach                         Impressions
Traffic           Send more people to            Link Clicks to Your Website   Link Clicks & Impressions
                  a destination on or off        (Recommended)
                  Instagram
                                                 Impressions                   Impressions

                                                 Daily Unique Reach            Impressions

Lead Generation   Drive more sales leads, such   Leads                         Impressions
                  as e-mail addresses, from
                                                 Link Clicks                   Link Clicks
                  people interested in your
                  brand or business

Conversions       Drive valuable actions         Conversions (Recommended)     Impressions
                  on your website or app
                                                 Link Clicks to Your Website   Link Clicks & Impressions

                                                 Impressions                   Impressions

                                                 Daily Unique Reach            Impressions
34                                                                                                                     35

INSTAGRAM CASE STUDY
                              44.0                     1.31x 2.00
                              PERC EN T                RE T URN                                 WEEK
                              lift in revenue          on investment                            post measurement period,
                              (over six week period)                                            results delivered

                              OBJECTIVE
                                                       Measure the impact of digital
                                                       advertising efforts on in-store sales
                                                       for the frozen pizza brand.

                CASE STUDY:    STRATEGY                The fundamental challenge CPG
                                                       brands face is not having the ability
                                                                                                current brand revenue across major
                                                                                                food retailers, the team served ads to
                                                       to understand the efficiency of ad       a group of priority test markets that

           SOLVING THE                                 spend or measure in-store sales
                                                       because retailers own customer
                                                                                                were representative of the brand’s
                                                                                                overall distribution and held out the
                                                       transaction data. To overcome            rest of the markets as a control. The

         FUNDAMENTAL CPG                               this challenge for the frozen pizza
                                                       brand, SocialCode’s Audience
                                                                                                SocialCode Data Solutions team
                                                                                                used a proprietary approach to
                                                       Intelligence Platform (AIP) team         measure sales life in the test markets
           MEASUREMENT                                 tested a groundbreaking approach
                                                       to Matched Market measurement
                                                                                                by modeling their predicted revenue
                                                                                                using our control markets.

          CHALLENGE FOR
                                                       on a new channel—social. Based on

        FROZEN PIZZA BRAND       RESULTS
                                                       Achieving an overall 44% lift
                                                       in revenue, this measurement
                                                                                                level and directly addresses the
                                                                                                measurement challenge for CPG
                                                       methodology gave the brand               brands that don’t have budget for a
                                                       statistically significant results that   DLX sales lift study.
                                                       can be replicated on a national

                                                       SOCIALCODE RECOMMENDATION
                                                       For CPG brands, this measurement approach should be used as the
                                                       foundation for test and learn strategies. Implement a second round of
                                                       testing to better match audience with creative, leveraging SocialCode’s
                                                       Audience Intelligence Platform.
36                                                                                                                                                            37

INSTAGRAM CREATIVE BEST PRACTICES

Considering Instagram is a visual       Stories                                                       Carousel
platform, creative content must be      Best Practices                                                Best Practices
eye-catching and product-centric to
stand out in a user’s crowded feed.
                                        Grab User Attention                                           Keep It Cohesive
                                        Leverage a well-known/popular product or vibrant              Use images and/or videos from the same shoot or that
The following recommendations           image to quickly draw users in.                               feel similar to each other (ex: same color schemes).
are meant to help guide marketers                                                                     It’s recommended that a square (1:1 aspect ratio is

on best practices when leveraging       Storytelling Up Front                                         used, as well as overall consistent ratios for all videos
                                                                                                      in a carousel.
                                        Add native GIF-like stickers, organic fonts and text
Instagram Stories and Carousel Ads,     box highlights to creative assets so they feel less like a
but creative pretesting and post-       forced ad and more organic and native to the platform.
                                                                                                      Remain within Important Guidelines
                                        This will help integrate your brand story fairly seamlessly   Images with too much text get less engagement.
campaign analysis should always         rather than feeling like an advertisement.                    Use Facebook’s text overlay tool to ensure that your
inform your overall creative strategy                                                                 ad gets approved.
                                        Introduce brand name within the first :00 - :02 seconds.
to yield the best results.
                                        Choose a unique CTA that’s different from Instagram’s         Reach out to Customers
                                        native options directing users to perform an action. A
                                        QSR brand, for example, can use “Get It Delivered” to         Use product imagery when targeting people who have
                                        replace “Order Now.”                                          visited product pages on your website. Prospective
                                                                                                      clients should be reached with lifestyle imagery.

                                        Optimal Length and Size
                                                                                                      Feature the Best-performing Cards First
                                        :03 - :07 seconds.
                                                                                                      The Carousel format allows for multiple pieces of
                                        Stories should fill the entire mobile screen, so a 9:16       creative to be tested at once, order them based on
                                        video aspect ratio should be used.                            performance. Replace or remove low-performing
                                                                                                      carousel ads.
                                        What to Avoid
                                        Avoid using creative that interferes with a user’s
                                                                                                      Pair with the perfect Landing Page
                                        organic Instagram Story experience.                           If your business has a large inventory, take users who
                                                                                                      click on a carousel card to specific product pages.

                                                                                                      If your business has a smaller inventory, take users who
                                                                                                      click on a carousel card to the page with all products
                                                                                                      available in that category.
38                                                                                                                                                                                                                                                                                                       39

INSTAGRAM CREATIVE SPECIFICATIONS

                                                                                                         Photo                                                                        Mobile App                                                                           Video or Mixed-
                   Stories                     Photo                        Photo Link                   Carousel                     Mobile App                                      Carousel                   Video                        Video Link                   Media Carousel                Collection

Recommended        Video Story: 120            1,080 x 1,080 pixels         1,080 x 1,080 pixels         1,080 x 1,080 pixels         1,080 x 1,080 pixels         Recommended        1,080 x 1,080 pixels       15 seconds or less           15 seconds or less           15 seconds or less           1,200 x 628 pixels
                   seconds maximum                                                                                                                                                                               recommended,                 recommended,                 recommended,
Image Size and     Photo Story: Plays for                                                                                                                          Image Size and                                up to 120 seconds            up to 120 seconds            up to 60 seconds
Video Length       5 seconds by default                                                                                                                            Video Length                                  allowed                      allowed                      allowed
                   Recommended: 1,080
                   x 1,920 Minimum: 600
                   x 1,067                                                                                                                                                            1:1                        1:1 is standard; 1.91:1 to   1:1 is standard; 1.91:1 to   1:1 is standard; 1.91:1 to   1:1 (feed), 16:9 (stories)
                                                                                                                                                                   Aspect Ratio
                                                                                                                                                                                                                 4:5 also accepted            4:5 also accepted            4:5 also accepted

Aspect Ratio       All feed photo and video    1:1 is standard; 1.91:1 to   1:1 is standard; 1.91:1 to   1:1 is standard; 1.91:1 to   1:1 is standard; 1.91:1 to
                   dimensions are now          4:5 also accepted            4:5 also accepted            4:5 also accepted            4:5 also accepted
                   supported (1:91 to 4:5)                                                                                                                         Number of Assets   Minimum 2,                 1                            1                            3-5 images/videos            Minimum: 2
                                                                                                                                                                                      Maximum 10                                                                           recommended, 2–10            Maximum: 3 (stories),
                                                                                                                                                                                                                                                                           allowed                      10 (feed)

Number of Assets   1                           1                            1                            3–5 recommended, up          1
                                                                                                         to 10 allowed                                                                125 characters             125 characters               125 characters               125 characters               90 characters
                                                                                                                                                                   Caption
                                                                                                                                                                                      recommended                recommended                  recommended                  recommended                  recommended

Caption            Autocaptioning              125 characters               125 characters               125 characters               125 characters
                   is not currently            recommended                  recommended                  recommended                  recommended
                                                                                                                                                                   CTA Button         Install Now, Use App,       Apply Now, Book Now,        Book Now, Contact            Book Now, Contact            “Learn More” is
                   available
                                                                                                                                                                                      Book Now, Download,         Contact Us, Download,       Us, Download, Learn          Us, Download, Learn          the default but
                                                                                                                                                                                      Learn More, Listen Now,     Learn More, Request         More, Shop Now, Sign         More, Shop Now, Sign         customizable if a “see
                                                                                                                                                                                      Play Game, Shop Now,        Time, Start Order, Shop     Up, Apply Now, Watch         Up, Apply Now, Watch         more URL” is provided
CTA Button         Apply Now, Book Now,        Apply Now, Book Now,         Shop Now, Book Now,          Shop Now, Book Now,          Install Now, Use App,
                                                                                                                                                                                      Sign Up, Watch More         Now, Sign Up, Watch         More                         More                         during creation
                   Buy Now, Buy Tickets,       Contact Us, Download,        Learn More, Sign Up,         Learn More, Sign Up,         Book Now, Download,                                                         More
                   Contact Us, Download,       Learn More, Request          Download, Watch              Download, Watch              Learn More, Listen Now,
                   Learn More, Shop Now,       Time, Start Order, Shop      More, Apply Now,             More, Apply Now,             Play Game, Shop Now,
                   Sign Up, Watch More         Now, Sign Up, Watch          Donate Now, Contact          Donate Now, Contact          Sign Up, Watch More
                                               More                         Us, Request Time, Start      Us, Request Time, Start                                   Landing Page       No                         No                           Yes                          Yes                          No
                                                                            Order                        Order
                                                                                                                                                                   Required

Landing Page       No                          No                           Yes                          Yes                          No
                                                                                                                                                                   Text Overlay                                                Instagram’s algorithm favors images with less than 20% text.
Required                                                                                                                                                                                                        Check your image using the following link: https://www.facebook.com/ads/tools/text_overlay
                                                                                                                                                                   Limit

Text Overlay       N/A                                                   Instagram’s algorithm favors images with less than 20% text.
                                                                                                                                                                                                                       More details available at: https://www.facebook.com/business/ads-guide
                                                          Check your image using the following link: https://www.facebook.com/ads/tools/text_overlay               Source
Limit

Source                                               More details available at: https://www.facebook.com/business/ads-guide                                        Recommended        App installs,              Video views,                 Clicks to website,           Video views, clicks to       Traffic conversions,
                                                                                                                                                                                      app events                 engagement,                  conversions                  website, conversions,        catalog scales, store
                                                                                                                                                                   Objectives                                    brand awareness                                           awareness                    visits

Recommended        Awareness, traffic, video   Engagement,                  Clicks to website,           Awareness, clicks to         App installs, app events
                   views                       awareness                    website conversions          website, conversions
Objectives
40                                                                                                            41

INSTAGRAM FREQUENTLY ASKED QUESTIONS

1.                                    2.                                      3.
What are some best                    When advertisers update                 With Instagram Explore
practices an advertiser               CRMs or seed audiences,                 recently becoming a
can align with when                   how are Lookalike (LAL)                 new placement for
creating IG Feed and                  audiences affected?                     advertisers to reach
Stories Video content?                                                        audiences, what are
                                      As a refresher, a Lookalike Audience
                                      is a way to reach new people who
                                                                              some key things to note?
Successful Instagram Feed/            are likely to be interested in your
Stories ads:                          business because they’re similar        With more than 50% of accounts
                                      to your best existing customers.        on Instagram using Explore every
  Feature the product/service
  within the first 3 seconds of                                               month, this placement will be a new
                                      Note the below when the seed            opportunity to be part of what’s
  the ad.                             audiences are updated:                  culturally relevant and trending
  Focus on talent/influencers if                                              while reaching and connecting with
                                        It may take 6 to 24 hours for         new audiences who might become
  any are being utilized throughout     your Lookalike Audience to
  the content.                                                                meaningful customers.
                                        be created.
  Incorporate advertiser                                                      Things to note:
                                        After that, it’ll refresh every
  branding early in the video and       3 to 7 days as long as you’re still
  consistently throughout.                                                      Ads in Explorer will be the
                                        actively targeting ads to it and        same format as ads in Feed.
                                        assuming the seed audience is
  Consolidate your message              also dynamically updating.
  to 15 seconds or less for                                                     All objectives are supported
  feeds and 10 seconds or less for                                              except Product Catalog Sales.
                                        You don’t need to wait for your
  Stories to maximize across            Lookalike Audience to update
  platform placements.                                                          All formats are supported except
                                        to use it for ad targeting.             Dynamic and Collection ads.
  Optimize for sound off-               You can see when your Lookalike
  media consumption by                                                          This placement is auction-only,
                                        Audience was updated by visiting        meaning it is not available for
  utilizing closed captioning           your Audience Manager page              Reach & Frequency.
                                        and looking at the date under
                                        the Availability column                 Ads in Explore cannot be bought
                                                                                standalone and must include
                                                                                Instagram Feed to be eligible
                                                                                for placement.
42                                                                                                                                       43

                                        “W HEN IT COMES                    Google’s broad product suite allows
                                                                           marketers to engage consumers
                                                                                                                   easier for brands to discover the
                                                                                                                   optimal mix of TV and YouTube
                                        TO HOW BRANDS                      at every stage of the purchase          to maximize the reach of a video-
                                                                           funnel, with an estimated reach         based media plan. These tools
                                        APPROACH MEDIA                     of 259 million unique visitors in       complement traditional TV buys
                                        PL ANNING, THE T WO                the U.S. (Statista, 2019). With the     and uniquely position advertisers
                                                                           platform’s Search, Shopping and         to reach their target audiences at
                                        STREAMS — SOCIAL                   Google Display Network services,        scale. Advertisers can also now

                                        AND PROGRAMMATIC                   advertisers can leverage ad products
                                                                           such as Google Shopping ads and
                                                                                                                   buy Non-Skippable In-Stream ads
                                                                                                                   on YouTube in Google Ads, via the
                                        — ARE CONVERGING                   Discovery ads across all of the         auction to ensure consumers are
                                                                           Google network, including YouTube.      watching their full message with
                                        MORE THAN EVER                     YouTube offers advanced reach,          efficient costs.
                                        BEFORE. THIS                       precise targeting and compelling
                                                                                                                   Google continues to create new
                                                                           creative capabilities so that
                                        INEVITABLY IMPACTS                 marketers can use visual storytelling
                                                                                                                   automation tools and products
                                                                                                                   for advertisers to use across all
                                        HOW MARKE TERS                     to reach an audience that is highly
                                                                           engaged with video on the platform.
                                                                                                                   placements, paving the way for
                                                                                                                   increased efficiencies and reach.
                                        MAKE DECISIONS                     YouTube remains one of the best         In 2020, Google is navigating the
                                        IN WHAT THEY ARE                   platforms to reach millennials,         privacy-conscious landscape with
                                                                           Gen Zers and households that are        additional features which give users
                                        CHOOSING TO BUY AND                unreachable on linear TV. According     more control over the information
                                        HOW THEY MEASURE                   to a Google-commissioned Nielsen
                                                                           study, YouTube reaches 86% of
                                                                                                                   they share across Google
                                                                                                                   products. This affects consumer-
                                        PERFORMANCE.                       cord cutters or cord nevers who         focused products like Maps and

                                        ”
                                                                           no longer have access to linear         Google Assistant, but also the ad
                                                                           TV. And last year, 93% of 18- to        ecosystem: audience segments,
                                                                           24-year olds used YouTube on a          ad frequency and measurement.
                                        — SOAM L ALL , SENIOR DIREC TOR    weekly basis to discover content        The platform continues to focus
                                        OF PL ATFORM GROW TH & STR ATEGY   (Pew Research, 2019). As audiences      on bringing new products into

         GOOGLE /             YOUTUBE
                                        AT SOCIALCODE                      continue to shift from traditional      the auction, automating delivery
                                                                           to digital channels – and digital       and performance and releasing
                                                                           budgets continue to increase – there    features that hone in on the Google
Market-Leading Capabilities                                                is a greater importance for cohesive    audience where they matter the
                                                                           planning across all video – including   most.
                                                                           TV. With the launch of Nielsen TV
                                                                           Data in Reach Planner, it’s even
44                                                                                                                                                    45

GOOGLE & YOUTUBE PL ATFORM OVERVIEW                  YOUTUBE OVERVIEW

                                                     2.0+                                 1.0+                                 70.0+
                                                     BIL L ION                            BIL L ION                            PERC EN T
                   Use Cases                         users log-in to YouTube each month
                                                     [ YouTube ]
                                                                                          hours of video are watched on
                                                                                          YouTube daily
                                                                                                                               YouTube watchtime comes from
                                                                                                                               mobile devices
                                                                                          [ YouTube ]                          [ YouTube ]

                             1.
            Increase brand awareness through the
             utilization of Google’s massive reach
             via the Search Network and YouTube.

                             2.                      YOUTUBE PRODUCT SPOTLIGHT
            Influence consideration through the
           utilization of dynamic remarketing and
             high-intent prospecting audiences.

                             3.                      CPM Masthead                         Masthead ads are YouTube’s most
                                                                                          prominent placement, appearing
                                                                                                                               with budget and frequency controls.
                                                                                                                               CPM Masthead ads are available
            Drive efficient sales through machine    Ads                                  at the top of the platform’s
                                                                                          homepage. The Home feed is an
                                                                                                                               on YouTube across desktop and
                                                                                                                               mobile apps. And as of Q4 2019,
             learning on Google’s 7 owned and
                                                                                          especially important destination     Masthead ads are now available on
                    operated properties.                                                  to reach viewers, allowing you       the Connected TV screen, allowing
                                                                                          to be first and foremost in users’   brands to reach audiences right
                                                                                          home experiences. Within the last    when they open the YouTube app
                                                                                          year, Mastheads have been made       on the TV and as they discover new
                                                                                          available to be purchased on a       content in the Home feed.
                                                                                          fixed CPM basis, creating more
                                                                                          targeted reach across campaigns
46                                                                                                                                                                           47

GOOGLE & YOUTUBE PL ATFORM OVERVIEW

                      REACH                                                 CONSIDERATION                                           ACTION/DR/SALES

                            Product    YouTube, YouTube Kids, Search              Product    YouTube, Discovery Ads,                      Product    YouTube, Google Shopping,
                                                                                             Google Shopping, Search                                 App Install, Search

                           Targeting   Demo, Affinity, InMarket, Life
                                       Events, Similar Audiences                 Targeting   Affinity/Custom Affinity,                   Targeting   Custom Intent Remarketing,
                                                                                             InMarket, Life Events, CRM, Similar                     CRM, In-Market
                                                                                             Audiences, Custom
                        Ad Formats     Google Preferred, Reservation                         Intent Audiences
                                       Video, Non-skippable, Mastheads                                                                Ad Formats     TrueView for Action,
                                                                                                                                                     Automated Ad Placements
                                                                              Ad Formats     TrueView In-Stream, TrueView
                   Bidding Approach    CPM                                                   for Shopping, Automated Ad
                                                                                             Placements                        Bidding Approach      tCPA, Max Conversions

                     Creative Length   :06s, :015s                       Bidding Approach    CPV
                                                                                                                                   Creative Length   Open

                       Measurement     Awareness, Recall, Platform        Creative Length    Open
                        Brand Lift     Attribution Attribution                                                                       Measurement     Purchase Intent, Search Lift
                                                                                                                                      Brand Lift
                                                                             Measurement     Favorability, Search Lift
                                                                              Brand Lift
48                                                                           49

YOUTUBE OPTIMIZ ATION GOALS

Objective          Optimization Goals                      Billing Events

Drive Awareness,   CPV (Standard TrueView & Discovery      View or App Install
                   & TrueView for Shopping)
Build Brand
Equity, Drive      CPM (TrueView for Reach &               Impressions
                   Bumper Ads)
Product
Engagement

Drive Sales        CPA (Mobile App Installs)               App Installs

and Actions        tCPA (True View for Action)             Clicks or Conversions

                   Max Conversion (True View for Action)   Clicks or Conversions
50                                                                                                                      51

YOUTUBE CASE STUDY
                              480                          +  1.58 4 T H
                              PERC EN T                    PERC EN T                             HIGHES T
                              higher than benchmark link   in Brand Lift                         driver of traffic during holiday
                              click-through rate                                                 (according to Google Analytics)

                              BACKGROUND
                                                           A major alcoholic beverage,
                                                           innovation company was launching a
                                                           new product during the busy holiday
                                                           season and needed a way to ensure
                                                           they could break through the noise.

                CASE STUDY:
             MAKING A               OBJECTIVE              Generate awareness and
                                                           consideration among the most
                                                           qualified consumers during a busy
                                                           Q4 period.

         SPLASH FOR MAJOR
         ALC-BEV BRAND ON             STRATEGY             SocialCode’s media team had
                                                           previously run a test on YouTube to
                                                           uncover the most efficient bidding
                                                                                                 solution included Affinities and
                                                                                                 InMarket Audiences to reach users
                                                                                                 most interested in the product, with

        YOUTUBE LEVERAGING                                 approach to use when promoting
                                                           a new product, finding that
                                                                                                 creative featuring various 15- and
                                                                                                 30-second videos to show use of
                                                           TrueView for Reach drives a 38%       the product with a clear ‘Shop Now’
        TRUEVIEW FOR REACH                                 more efficient CPC than TrueView
                                                           for Views. With this knowledge,
                                                                                                 CTA. In using YouTube’s TrueView
                                                                                                 for Reach bidding approach,
                                                           we implemented a TrueView for         SocialCode was able to also drive
                                                           Reach campaign during the Q4          efficient traffic to the brand’s
                                                           holiday period that would not only    website for retargeting, and drove
                                                           reach new users but also educate      a 480% higher than benchmark link
                                                           them about the new product            click-thru rate.
                                                           for consideration. Our targeting

                                                           SOCIALCODE RECOMMENDATION
                                                           Continue to test TrueView for Reach in new markets and test new calls to
                                                           actions to identify best drivers of traffic.
52                                                                                                                                                                                                               53

YOUTUBE CREATIVE SPECIFICATIONS

Ad Type                   TrueView In-Stream                     Bumper Ads                                Ad Type                     TrueView In-Stream                          Bumper Ads

Definition                In-stream ads play before or during    A Bumper ad is a non-skippable video ad   Video Title                 Pulled in from your YouTube video URL         N/A
                          another video from a YouTube           format created to extend the reach of a
                          partner. Viewers see five seconds of   campaign appearing before the video a
                          your video and then have the choice    user has chosen to view.
                          to keep watching or skip.                                                        Headline                    15 characters                                 N/A

                                                                                                           Final URL                   25 characters max (any more                   N/A
Minimum Video Length      12s recommended                        N/A                                                                   than 25 will be truncated on
                                                                                                                                       some devices)

Maximum Video Length      Less than 3 minutes recommended        6 seconds                                 Display URL                 Drives to any website, can be                 N/A
                                                                                                                                       replaced with larger CTA overlay

View Definition           30s (or non-skip                       N/A
                          interaction w/ ad)                                                               CTA                         Drive clicks to your website by adding        N/A
                                                                                                                                       a CTA overlay to in-stream ads

Video File Format         AVI, ASF, Quicktime, Windows           AVI, ASF, Quicktime, Windows
                          Media, MP4, MPEG                       Media, MP4, MPEG
                                                                                                           Description                 N/A                                           N/A

Video Aspect Ratio        Native aspect ratio without            Native aspect ratio without
                          letter-boxing (examples: 4:3,          letter-boxing (examples: 4:3,
                                                                                                           Optional Custom Thumbnail   N/A                                           N/A
                          16:9)                                  16:9)

Video Resolution          640 x 360 px (16:9)                    640 x 360 px                              Optional Companion          Upload a custom image banner or use           300 x 60 JPG, Static GIF or PNG,
                          or 480 x 360 px (4:3) recommended                                                                            an autogenerated banner based on              300 x 250 video wall will show on
                                                                                                           Banner Thumbnail
                                                                                                                                       your channel’s videos. 300 x 60 JPG,          YouTube if no companion ad is
                                                                                                                                       static GIF, or PNG. 300 x 250 also avail-     provided
                                                                                                                                       able for GDN only 300 x 250 video wall
Video Frame Rate          30 FPS                                 30 FPS
                                                                                                                                       will show on YouTube if no companion
                                                                                                                                       ad is provided. 150 KB (50 KB max for
                                                                                                                                       non-skippable video)
Video Maximum File Size   1 GB                                   1 GB

                                                                                                           Optional Shopping-Enabled   Upload a product catalog to dynamically       N/A
Video Click-Throughs      Must be hosted on YouTube, .jpg or     N/A                                       Companion Banner            display and provide the option to click
                          .gif only, 74 x 74 px                                                                                        out to relevant products

Video Thumbnail           .jpg or .gif only,                     N/A
                          74 x 74 px
54                                                                                                                                                                                               55

YOUTUBE CREATIVE BEST PRACTICES

Providing value on YouTube        In-Stream Video                                             Bumper Ads                                             Discovery Ads
is critical, considering users    Best Practices                                              Best Practices                                         Best Practices
spend an average of about
24 minutes watching video
                                  Develop Engaging Content                                    Develop Eye-Catching Creative                          Inspire
content on the platform each
                                  With In-Stream Video, viewers see 5 seconds of your ad,     Since bumper ads are non-skippable for the first six   Inspire consumers with an open canvas showcasing
day (eMarketer, 2019). This       then have the option to skip. Make sure to use content      seconds, use this time to communicate an effective     your brand or products in a swipeable image
presents the need to ensure       that is captivating to ensure the user will keep watching   message and quickly captivate the viewer with          carousel, rendered natively across each Google
                                  after this option is presented.                             your content.                                          property (YouTube, Discover Feed and Gmail).
that your content stands out so
                                  Ensure the creative resonates with audience and
that these viewers won’t want     campaign objectives.
                                                                                              Enhance the Experience                                 Provide Clear and Concise Messaging
to skip your ad.                                                                              Capture more screen real estate and send users         Use the description and call to action text fields to
                                  Develop clear and direct call-to-actions based on what
                                                                                              down the funnel by employing an on-brand               include a clear CTA in place of calls to action within
                                  you want the user to do, whether it’s watching another
                                                                                              companion banner.                                      the creative asset itself, since image assets only
While YouTube offers a wide       video, subscribing to your channel or clicking out to
                                                                                                                                                     show in some of the delivery placements.
                                  your site.
range of video advertising                                                                    Keep It Simple
tools, we’ve highlighted the      Tell a Story                                                Simple, general messaging will allow your ad to
                                                                                              remain contexutally relevant.
three most widely used by         Relevant, on-brand and engaging stories will drive the
                                  most views – these three key areas will help emphasize      Develop clear and direct CTAs based on what you
advertisers – In-Stream           your story to an audience.                                  want the user to do, whether it’s watching another
Video, Bumper Ads and                                                                         video, subscribing to your channel or clicking out

Discovery Ads – so that you       Enhance the Experience                                      to your site.

can be best set up for success.   Capture more screen real estate and send users down
                                  the funnel by employing an on-brand companion
                                  banner.
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