Written by 4SYSTEMPublished on Updated on

9 min read

To choose from the objectives Meta Ads, start from the expected result: an order, a commercial request or a visit. Favor Sales when you are looking for a purchase, Prospects when the sale goes through a contact to be qualified, and Traffic when the visit constitutes the desired action. Then check the action used for optimization and the destination of the advertising. Meta indicates that its system is looking for people who are most likely to take the action associated with the chosen advertising objective.[1] These choices are therefore not interchangeable.

Key points

  • Business outcome describes what your business expects.
  • The advertising objective, the optimization action and the destination answer different questions.
  • Evaluate campaigns on their useful results, without confusing clicks, contact requests and sales.

Distinguish objective, optimization event and destination

Before selecting a campaign, you can formulate your need by separating four elements.

The commercial result is your starting point: sell a product, receive a relevant quote request or consult a resource. It belongs to your business, not the ad interface. “Develop the activity” remains too broad to decide between the options.

The advertising objective indicates the type of result sought from Meta. The platform recommends choosing it based on your business objective.[1] The name of the campaign does not, however, replace a precise definition of what will be considered useful.

The optimization event, when an event is used in the selected configuration, corresponds to the action serving as a signal: for example, a purchase or a form sent. You can check the actual setting selected, rather than deducing it from the lens alone.

The destination is where the person arrives: a product page, a content page or a form, depending on the intended journey.

A sent request is not yet a client. Likewise, arriving at a product pages does not mean purchasing. You can keep these distinctions in your reports.

Compare Sales, Prospects and Traffic with a completed grid

The following grid presents choice recommendations, and not an exhaustive list of available settings.

StatusRecommended lensAction to checkIntended destinationUseful result to examine
A store is looking for ordersSalesRegistered purchaseproduct pages or offer pageOrders actually received
A service company is seeking quote requestsProspectsForm sentForm on site or instant formRequests matching supply
A company wishes to consult a public guideTrafficVisit the pageGuide pageContent viewing, if measured

For lead generation, Meta includes instant forms and website forms.[38] The choice of destination therefore deserves a decision distinct from that of the objective.

To sell online, start from Sales and check the purchases measure. Choosing Traffic just to get clicks doesn't address the same request.

To sell after a trade, favor Prospects, with a prior definition of the relevant request: service sought, area served or need to which you can respond.

To discover content, favor Traffic if the visit is indeed the desired result at this stage. Then present the consultations as such, without assimilating them to commercial requests.

Check measurement and processing behind the lens

A coherent objective is not enough to make the results interpretable. You can check what the recorded action represents before relying on it to decide.

For a store, verify that the measured purchase corresponds to an identifiable order. For a form, examine what is recorded: opening, sending or request actually received. For a Traffic campaign, distinguish the advertising click from the consultation of the desired content. If you don't measure this consultation, you can't take it for granted.

When the problem concerns the site or the measurement, you can consult the web services, SEO and digital marketing from 4SYSTEM to frame a need for support, rather than changing objectives without diagnosis.

For prospects, processing after collection also needs to be defined. You can distinguish the response to a quote request from subsequent commercial reminders. For prospecting by email or SMS among individuals, prior consent is the principle, with limited exceptions. With professionals, legitimate interest can be mobilized if the solicitation concerns their profession, with information and the possibility of opposition.[4]

The preparation of a Meta Ads prospecting campaign completes this choice by addressing the elements to be gathered before launch. In your decision sheet, you can specify who will qualify the requests and according to what criteria they will be deemed relevant.

A choice procedure to be recorded before launch

Start by writing the following sentence: "The campaign should get someone to do this action, and then our company will verify this result." » For a quote, name the essential criteria: request for a proposed service, location served and usable contact details. For a store, specify which order you will bring closer to the purchase event. If no one can explain this control, the advertising choice remains premature.

Then examine the destination route. Open the page on phone from the link provided in the ad. The service or product must correspond to the promise, the form must work and the confirmation must explain what happens next. Make an authorized test request on your own environment, without requesting a third party. Verify its receipt and attribution to the sales manager. A page that displays “Thank you” without conveying the request does not provide a reliable business signal.

In the advertising configuration, note separately the objective, the conversion location and the performance objective or the proposed event. The possibilities depend on the route and the options actually available in your account. Don't turn an old screenshot into a one-size-fits-all procedure. If the expected setting is missing, find the affected technical condition or integration first, rather than choosing another action to complete the wizard.

Finally, prepare to read the results. Keep the number of actions reported by Meta in its own column and the results verified by your company in another. For a request, the qualifying person must have the same criteria throughout the comparison. You are looking for an explainable rapprochement, not a forced equality between two systems which do not necessarily observe the same perimeter.

Fictitious example: a company which intervenes after a quote

This example is fictitious and does not describe any clients or results of 4SYSTEM. A maintenance company offers a technical visit before submitting a proposal. His team hesitates between an advertisement sending to a presentation page and an advertisement allowing you to request this visit.

The business phrase becomes: “Receive a visit request corresponding to our interventions and be able to process it. » The team therefore chooses Prospects as the recommended starting point. It does not choose Sales only because its final objective is to invoice a service: at the time of advertising, no order can be placed directly. She also dismisses clicks as the main criterion for success, because a visit to the site does not give her a file to examine.

The company then compares the form on its site and the instant form, two destinations mentioned by Meta for collecting leads.[38] On the site, it can explain the interventions excluded before entry. In the instant form, it provides a useful question to identify the request, then checks how it gets to the team. This comparison focuses on the suitability of the route, without assuming that a destination will always be better.

The sales manager defines the “received”, “to be clarified”, “outside scope” and “usable” states. The technical test only confirms that the request is flowing correctly. A subsequent evaluation should examine the actual requests and their processing; the example does not predict their quantity or cost.

Validation checklist and errors to avoid

Use this checklist to approve a choice, not as a list of boxes to check after distribution:

  • The expected result designates an action that is observable and useful to the company.
  • The chosen objective corresponds to this action, without being justified solely by the cost of clicks.
  • The optimization setting was noted in the actual account configuration.
  • The destination presents the same offer as the ad and remains usable on the phone.
  • A test request or command reaches the system that must process it.
  • The person responsible for the business result knows the validation or qualification criteria.
  • The conditions of collection and subsequent prospecting were distinguished.
  • The review will compare advertising actions and business results without mixing them.

A common mistake is changing lenses to correct a destination problem. If the form blocks, switching from Prospects to Traffic does not repair the entry. If purchases are not tracking well, showing more clicks does not make order tracking reliable. First document the defect and the expected check after correction.

Another case: an offer requires several discussions before decision. You can analyze the intermediate steps, but avoid calling a simple download “sale” or an address collected without review “qualified lead”. These designations make the tables more flattering and the decisions less fair. The advertising objective directs an action sought by the system; it does not replace your commercial judgment.[1]

Frequently asked questions

Can we use Traffic before having a reliable measurement of purchases?

A visits campaign can meet a need for content distribution or route diagnosis. Present it as such. It does not validate an ability to generate purchases. Before an orders-oriented campaign, investigate why the metric is missing or performing poorly, then set the control that will allow purchases to be used as the tracked outcome.

Is a long form necessary to obtain useful requests?

Length alone does not qualify a contact. Choose the questions that allow a decision or direction: type of need, area of ​​intervention, significant constraint. Remove those that no one uses. Explanations before entry and processing after receipt also count. Compare actionable requests, rather than just submitted forms.

How to manage multiple business objectives simultaneously?

Distinguish between paths when they expect different actions. A guide consultation, a quote request and a direct purchase should not share an artificial definition of success. For each path, name the result, who is responsible for it, and the source used to verify it. You will then be able to arbitrate your means without adding actions of different nature.

Next step: write a decision sheet

Choose a single offer and document its expected result, destination, optimization signal and business validation. Have this sheet reread by the person who will process the requests or orders. Then authorize the launch only when the course and its measurement have been verified. You will have a reasoned choice, not an objective selected out of habit.

Sources

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