How to postback signals through csv

Sending back events data to TikTok can help to yield higher-quality leads that are more likely to convert. Learn more about signal postback for lead quality optimization.

Before you begin

File Requirements:

• Prepare the offline events file.

• The file must be in a .CSV file format.

  • Maximum file size allowed: 50MB

  • First row must indicate the column headers.

• File columns:

  • Event_type (required)

  • Timestamp (required)

  • At minimum, one of the following is required.

    • lead_id

    • Email (Hashed or Raw)

    • Phone (Hashed or Raw)

  • click_id (optional)

Sample file:

Notes:

• We recommend that you postback Standard Events because only Standard Events can be used to optimize conversion and can be tracked and used in measurement reporting.

• You need to save csv files with utf-8 encoding to avoid garbled characters, otherwise non-breaking spaces will appear as garbled characters in utf-8.

• Besides "SubmitForm", we recommend including other deep funnel CRM signals (events) in the csv file under event_type.

• Try to repeat the process with updated CRM events signals on a weekly basis.

How to postback signals through csv

Step 1: Create a CRM event

1. Log in to TikTok Ads Manager.

2. Hover over Tools, then select Events to enter Events Manager.

3. Click on Connect data source.

4. Select CRM as the data source.

5. Create a name for the CRM event.

6. Take note of your Event Set ID on the top left corner of the screen. You will need this ID to complete the postback process.

Step 2: Upload CRM signals using CSV file

1. Select Upload CSV.

   1. Ensure file is formatted according to the CRM events template.

2. Select your file.

3. Wait for file to upload completely.

4. Allow up to 2 hours to see all leads uploaded reflected on your dashboard. Note: Most of your leads should be reflected within 15 minutes.

Step 3: Map your CRM events to TikTok Standard Events

• If the signals (events) you postback in the csv file are all Standard Events, you can go directly to Step 4.

• If the signal (events) you postback in the csv file includes custom CRM signals that are not Standard Events (for example, "New lead", "Appointment booked", or "Free Trial") follow the instruction below to map the CRM events to TikTok Standard Events

1. Download the events mapping template:

   Map Standard Events Template.csv
   

2. Map your CRM events to TikTok Standard Events in the spreadsheet.

3. Mark the CRM events you want to optimize with “Yes” on the 3rd column.

4. Add the CRM events that don't have corresponding Standard Events.

Step 4: Connect the Events Tracking to Campaign Creation

1. Navigate back to your campaign creation page in TikTok Ads Manager.

2. At the ad settings level, scroll down to the Tracking section. Click on the pencil icon to edit.

3. In the CRM ID dropdown menu, select the CRM event set that you created in Step 1 above.

Note: It is normal to see No recent activity for your event if you are setting up a new campaign or setting up postback events for the first time.

Step 5: Validate the postback setup

1. In TikTok Ads Manager, hover over the Tools tab and select Events.

2. Click on Data sources in the left navigation.

3. Click the CRM event set that you just created.

4. Observe if the data has flowed into attributed events. It might take 10 minutes for data to sync. If the matched events number is greater than 0, then the postback data has started to come into TikTok, and the configuration is complete.