Customer-hosted instances may be unable to enable actions from the Looker Action Hub, especially actions that support streamed results or that use OAuth, if the customer-hosted Looker instance does not fulfill these requirements.
See the Sharing data through an action hub documentation page for suggested solutions to this potential issue.
For instances on Looker 7.4 or later, Looker has created a new integration called Google Ads Customer Match to allow users to send segments and audiences based on first-party data from Looker directly to Google Ads. You can authenticate with your Google credentials and send one-off or recurring data deliveries to the Google Ads destination.
Enable the action
A Looker admin must enable this action by following these steps:
- Navigate to the Actions page from the Looker Admin panel.
- Next to the Google Ads Customer Match action, click Enable. Click the Refresh button if the actions do not appear in the list.
- Switch on the Enable toggle and click Save.
Once enabled, this action will show up as a destination option for data deliveries in the Scheduler.
Configuring your Looker report
Looker checks each column label in the report against the following regex set and maps the column label to the user identifiers in Google Ads based on its first regex match:
[/email/i, "hashed_email"], [/phone/i, "hashed_phone_number"], [/first/i, "address_info.hashed_first_name"], [/last/i, "address_info.hashed_last_name"], [/city/i, "address_info.city"], [/state/i, "address_info.state"], [/country/i, "address_info.country_code"], [/postal|zip/i, "address_info.postal_code"]
Although each column label maps to only one identifier, there can be multiple column labels that map to the same identifier. For example, in a report containing just
home_email, both will be mapped to the email identifier.
If your column labels do not match any identifiers, a Looker developer can:
- Update the column's label in the report's LookML to include the appropriate term to match your identifiers in Google Ads.
- Use a custom field to duplicate the column and give it a new label.
Sending data to Google Ads Customer Match
You can send data from Explores and Looks to the Google Ads Customer Match action destination from the Looker Scheduler.
Make sure that your Google Ads account meets the Customer Match criteria and is enabled for Customer Match before using this Looker integration.
From your selected Explore or Look, click the gear menu in the upper right corner. For Looks or Explores, select Send for one-time deliveries. For Looks, select Schedule for recurring deliveries. For Explores, because there is no option to send a recurring delivery, you must select Save & Schedule to first save the Explore as a Look and then schedule the Look for a recurring delivery.
For more information about scheduling data deliveries, see the Using the Looker Scheduler to deliver content documentation page.
Selecting a delivery option opens the Scheduler for Explores and Looks. Enter a title for your delivery. To deliver to the Google Ads Customer Match destination:
- Select the Google Ads Customer Match icon from the Where should this data go? section of the Scheduler:
- The first time you deliver to this destination, you must authenticate with your Google OAuth credentials. In the Google Ads Customer Match section of the Scheduler, click the Sign in with Google button.
- In the Sign in with Google OAuth screen, select the appropriate Google account. Check the box next to the permissions you would like to grant the Looker app. Click Continue to confirm your choice to grant the requested permissions. If your login is successful, you will see a message to close the browser tab and return to the Scheduler.
- Back in the Google Ads Customer Match section of the Scheduler, click the Verify credentials button.
- Once your credentials are verified, a Choose login account field appears. Select the appropriate login account from the drop-down. To reset the select, you must close and reopen the form.
- Select a target account from the Choose target account drop-down. The target account is where you want to send data, such as where the audience lists are defined in Customer Match.
- In the Create a new list or append to existing? drop-down, choose whether to create a new list or append to an existing list. Looker recommends appending the list to help optimize the Google Ads bidding algorithm. Uploading a new list every time is not a best practice as it resets the bidding algorithms.
- If you select Append to existing, pick which list you want to append to from the Choose list to update drop-down.
- If you select Create new list, enter values for the list name and description in the New list name and New list description fields.
- Determine if you want the data to be hashed prior to delivery. All personal data must be normalized and hashed before uploading to Google Ads. If your data is not yet hashed, select Yes and Looker will attempt to hash the data according to Google Ads requirements. If you select No, then the data will be sent as it appears in Looker, which means that the data should already be normalized and hashed within your database.
If the data is not hashed correctly, your customer list will not match any audiences in Google Ads.
- For recurring deliveries, set the trigger for the delivery. For Repeating interval triggers, set the frequency with which you would like to deliver this data. For Datagroup update triggers, choose the triggering datagroup from the Select Datagroup drop-down. Apply any additional filters to the scheduled delivery in the Filters section of the Scheduler.
- Expand the Advanced options menu in the Scheduler. Make sure to select All Results. For recurring deliveries, select any additional scheduling conditions you would like to place on the delivery.
- Review your delivery settings. For one-time deliveries, click Send. For recurring deliveries, click Save All.
- If the target account you selected in the previous step 6 doesn't have at least one CRM-based user list open for memberships, you will see an error if you select Append to existing. To solve this problem, create a new list by sending the delivery as a one-off or by creating a new list in Google Ads. Once the list is created, it will be available to select as an option when Append to existing is selected from the Create a new list or append to existing? drop-down.
- If your Google Ads account is not enabled for Customer Match, you will not be able to use this Looker integration. Make sure that your Google Ads account meets the requirements for the Customer Match policy.