• How to create a custom report that showcases all the different things that you need to track for your funnel. 

• The reason why this is important is because the audiences that you are targeting for retargeting and your general audiences for any sort of ad creation and campaign creation, we want to make sure that we're getting the right data in order to optimize the end result that we want to achieve.

• In order to get that information in the report that I'm gonna show you, you need to not only have conversion campaigns, but you also need to make sure that you have your custom conversions in your pixels, in the right place. 

• So if you need to learn how to do that, make sure to watch the video, adding specific pixels to each funnel page, where I walk you through how to set up everything in ClickFunnels and also how to set up your custom conversions so that everything shows up in the report. 

• In your ads manager, there's this button for columns.  If you want to look at your data, this is the general dashboard, and results will represent your leads, but it could also represent your other components to your funnel. If you hover over each one of these, you could see other things that come up. 

• As you scroll to the right, this data doesn't appear here because you didn't customize the report. So we go to columns and we go all the way to the bottom, where it says customized columns. 

• Keep in mind, if you only want to look at the results - the amount spent maybe some information around your cost per click, etc. - there's a lot that you can actually delete from here to make your report what you're looking for. 

• I leave delivery results, reach, frequency, cost per result.  I remove quality ranking, engagement, ranking. This is just for the current report that you're looking at.  I leave impressions, CPM, and clicks. I remove these versions of that because what I'm really looking for is CPM and link clicks. 

• To track everything that we had put in the funnel, we're going to go to leads under the standard events. We're going to take leads as a total and we're also going to select costs. 

• We're going to go to custom conversions and we want to make sure to select all the conversions that we're tracking. So in this case, we're looking at initiate call registration, and cost, complete call registration, and cost, initiate app and cost, complete app and cost. And if you do it in that order, it shows up like this. And then you click apply and then you'll see the data. 

• You want to make sure that once you create the report you want, you click on save and you name it. It'll show up like this every time.

• So that way, every time in his account, I could scroll to the right and I can look at my lead costs, my calls and my application costs. It's very simple to do. Once you do it one time and you set it as a default, it always shows up in your account. You never have to worry about it again. 

• And it shows up for every single campaign you create. So even when you go into a campaign, let's say we go into this short video campaign, all of the columns are automatically there because we set it up accordingly. 

David (00:00):

Hey everyone. One, the record, this video for you, showing you how you can create a custom report that showcases all the different things that you need to track for your funnel. Now, we already had a video talking about adding your pixels to your page, where you have a video on setting up your retargeting audiences. And the reason why this is important is because the audiences that you are targeting for retargeting and your general audiences for any sort of ad creation and campaign creation, we want to make sure that we're getting the right data in order to optimize the end result that we want to achieve, which in this case is phone calls and applications. And nor to get that information in the report that I'm gonna show you, you need to not only have conversion campaigns, but you also need to make sure that you have your custom conversions in your pixels, in the right place.

David (00:50):

So if you need to learn how to do that, make sure to watch the video, adding specific pixels to each funnel page, where I walk you through how to set up everything in ClickFunnels and also how to set up your custom conversions so that everything shows up in the report. Now, once you've done that, you're going to see something like this. So we're going to start fresh here, okay? In your ads manager, there's this button for columns. And most people have no idea that this even exists. But if you want to look at your data, right, this is the general dashboard, right? And results will represent your leads, but it could also represent your other, your other components to your funnel. If you hover over the number of leads, right? So if you hover over each one of these, you could see other things that come up.

David (01:29):

Now, of course, you'll see, as you scroll to the right, this data doesn't appear here because you didn't customize the report. So we go to columns and we go all the way to the bottom, where it says customized columns. Now keep in mind. Many of you are only going to want to look at the results. The amount spent maybe some information around your, uh, cost per click and things of that nature. So there's a lot that you can actually delete from here to make your report what you're looking for. So what I do is I leave delivery results, reach frequency, cost per result, leave all that there. Now what I do is I remove quality ranking engagement, ranking. This is just for the report that you're going to look at. I leave impressions, CPM, and clicks. I remove these versions of that because what I'm really looking for is CPM and link clicks.

David (02:17):

In this case, we're going to remove purchases now, right? So this is our base report. Okay? Now, to track everything that we had put in the funnel, we're going to go to leads under the standard events. We're going to take leads as a total. And we're also going to select costs. Now, keep in mind on the right side, unselect these areas here, because we have a funnel that's not on Facebook. It's a funnel, that's off Facebook. So you want to uncheck those boxes. Now we're going to go to custom conversions and we want to make sure to select all the conversions that we're tracking. So in this case, we're looking at initiate, call registration and cost, complete call registration and cost initiate app and cost complete app and cost. And if you do it in that order, it shows up like this. And then you click apply and then you'll see the data.

David (03:11):

As long as you are getting leads, you will see the data. And so every time you're working on your ads, you want to make sure that once you create this report, you click on save you name it. It'll show up like this will say, in my case, I need that report. And the reason why it says default is because when I created the report, I click set as default. So that way, every time in his account, I could scroll to the right and I can look at my lead costs, my calls and my application costs. It's very simple to do. Once you do it one time and you set it as a default, it always shows up in your account. You never have to worry about it again. And it shows up for every single campaign you create. So even when you go into a campaign, let's say we go into this short video campaign. All of the columns are automatically there because we set it up accordingly. And that's how you go ahead and organize your account so that you can see each of the costs of your pixel events and how to properly sequence everything.