Introduction

This guide will show you how to use the Blueprints feature in Create.

If you have any questions please contact alice@driftrock.com.

Getting Started

  • Do you have the correct Facebook Page Permissions - see Facebook Page Permissions Guide
  • Is your Facebook Page is connected to Driftrock - see Driftrock Facebook Connection Guide (Create)
  • Do you know how to set up a campaign using Create - see How to Use Create Guide.
  • Ensure that your account is enabled for Blueprints - speak to your Driftrock contact.
  • Ensure you have created a Blueprints csv file to upload to Driftrock. 

Setting up your Blueprints

Log in to Driftrock.

In the Driftrock dashboard, go to the Create app.

In Create, go to the ‘Blueprints Entities’ tab.

Blueprint Entities is like a library of dynamic campaign information, or “Blueprint tags”, that you can insert into multiple campaigns at once.

Each different ‘variant’ contains the information relevant to setting up a specific campaign. The below example details creating a bulk load of campaigns for different car dealers, changing the dealer name, area, location, URL. 

To upload a new .csv file, click the ‘New’ tab, below. This will allow you to upload a new .csv file. Each row of information in the .csv file relates to an individual campaign.

Each different ‘variant’ contains the information relevant to setting up a specific campaign. The below example details creating a bulk load of campaigns for different car dealers, changing the dealer name, area, location, URL.  

To upload a new csv file, click the ‘New’ tab, below. This will allow you to upload a new csv file. Each row of information in the csv file relates to an individual campaign.

Your Blueprints csv file

Each ‘variant’ is a csv file that is uploaded to the Create platform, and sits as a variant amongst your Blueprint Entities. These csv files follow a structure to ensure that the Blueprints tag pulls in the correct information. An example of a Blueprint tag is {blueprint=dealer_name}, which will pull in the dealer name dynamically wherever {blueprint=dealer_name} is inserted in the campaign. Blueprint tags can be used for many different variants, including location, brand, retailer, etc. As long as the Blueprint tag starts with {blueprint= the correct information will be pulled in to the campaign (more on this later when we show you how to create your campaign template).

It is very important that the formatting of this document is correct, as each row in the file relates to an individual campaign. Numbers need to be placed in “”, postcodes need to contain the postcode area, postcode district, and postcode sector, and each postcode needs to be separated by a semi-colon, e.g. SW1 1;SW1 2.  

As can be seen in the above screenshot, most of the blueprint tags are text, with only budget & page ID being being formatted as a number, and location formatted as a location. The format of the column is listed below the blueprint tag, in the second row. Once you have uploaded your csv file, it stays in your Blueprint Entities tab.
For Locations: enter the locations as you would in the relevant field in the create journey or ads manager. When you upload your .csv create will match your entry to the locations available in Facebook. Once uploaded, you will have a chance to review the upload and edit anything if necessary. If create has selected an incorrect location, you can edit the .csv accordingly. (If you then re edit the .csv, or download it, the correct information is retained, as the information is stored in more detail on our servers.)

If you experience an error with the format of your Excel csv, this could be due to an the auto-formatting of the Excel file. This can be avoided by using Numbers instead of Excel. Alternatively please send the csv to your Driftrock contact - we’re happy to help!

Managing your variants

You can also edit the variants by clicking ‘edit’.

After clicking ‘edit’ you can see all of your variants, and you are able to edit them and then save the new version.

For example, if you wanted to change ‘Auto Inc Maidstone' to ‘Auto Inc Maidstone, Kent’, or update a URL, you can change it here, and save the new csv.

To remove your variants, click on the ‘Remove’ button. This immediately deletes the whole file. 

Now you have your Blueprint Entities (or campaign library) set up. It’s time to create your campaigns.

Setting up your campaigns

Your campaigns will be set up in almost the same way that you would set up your normal campaigns in Create, but this time we will be using the Blueprints function. 

Head to the Campaigns Dashboard, which can be accessed by clicking the ‘Campaigns’ button in the top left of the screen. To create a new campaign, click the  ‘+ New Campaign’ button.

A window will pop up asking you to choose your campaign objective, in this example we will chose "Reach new audiences with Facebook targeting". 

On the next page, tick ‘Create multiple copies using Blueprints’ and select the csv file that you want to use.

When you choose your Entities, you will be able to select/deselect the relevant information for your campaigns, as shown below. You can un-tick any dealers for whom you do not want to set up campaigns.

You can continue to set up your campaign, as you would a normal campaign in Create. The only difference is inserting your Blueprint tags. 

If you see the tick box ‘Use Blueprints’, you can tick this, and insert a Blueprint tag. 

Where you see ‘blueprint=’, enter the tag. If you want the tag to appear in text (e.g. in a campaign name or in the copy of the ad, insert the whole tag with brackets {blueprint=xyz}. The example below shows the Blueprint tag in the campaign name, and also a Blueprint tag to pull in the page id.

Fill in the rest of the targeting as you normally would creating a campaign in Create. Remember to use the Blueprint tags where you want the information to be pulled in, e.g. location.

At the final step, you have the option of publishing or saving the campaign. If you click ‘Publish’, your campaign will be published, ready to go live. If you click ‘save’, your campaign will be saved in ‘Drafts’ (in the top left of the screen).

If you click ‘Publish’ you will be taken to a page where you can see all of the campaigns that are currently being/have been published.

On the left hand side you will see the publishing status, letting you know if the campaign has errored or successfully been created. If you get an error, the error will be listed next to the campaign name. If you are unable to solve the issue yourself, please let your Driftrock contact know so they can help you.

Every campaign that you create will automatically be saved in ‘Drafts’. This is beneficial for saving templates that you may want to use at a later date. There are also ‘duplicate draft’ and ‘delete draft’ buttons on the right.

To edit one of your drafts, click on the name of the draft campaign. This will take you in to the campaign journey again. Make the edits that you want, then continue through the steps until you get to the end of the campaign creation journey. Click ‘publish’, and your newly edited campaign is now published, ready to go live. 

Once successfully published, you can find your campaigns in the Create dashboard, accessible through the tab in the top left hand corner of the screen.

Congratulations! You’re set up and ready to launch your campaigns. 

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