How to Push Geofences/Geoframes from Factual to Choozle

Below outlines the process for building a Factual geofence or geoframe (Factual refers to them as "proximities" and "audiences", respectively): 

  1. The Client Operations team will work with our Factual rep to send you a registration email to create a Factual account

  2. Please reference this article on Geofencing and Geoframing. It discusses use cases for the two tactics, best practices, and it includes a video on how to use Factual. 

  3. Once finished creating the geofence/geoframe design, click the "share" button for the given design you would like to send to us,  and select 'Choozle' and 'View & Edit' for the "In" and "To" drop downs. Once you are ready click 'Add' and the design will be shared with our team.

     

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  4. Submit a ticket to the Choozle Support Center that a Factual proximity/audience has been shared. Also, include what account and campaign is for, the design name, and the design ID. *If the design is a geofence proximity build, please provide the campaign and ad group(s) that you would like it applied to.

  5. Once the Client Operations team has access to the designs in Factual, they will build them out to Choozle. The turnaround time for the geofences/geoframes to populate on our end is typically between 3-5 business days. 

  6. If it’s a geofence, the Client Operations team will attach the geofence directly to the appropriate ad groups on the backend. You will have to include the ad group you would like the design appended to. *This set up is not visualized in Choozle. 

  7. If it's a geoframe audience, the Client Operations team will surface the segment to your account which will populate under Partner Segments in the audience builder. Like any other data segment, you will need to add the Factual segment to a custom audience and include the audience to the appropriate ad group.