Yan Ashrapov (yashrapov@shield-legal.com)
2025-01-29 11:18:05

Hey @deleted-U05F548NU5V you met @Nicholas McFadden he's leading our CRM project efforts here. I've opened a more direct means of communication here going forward. Hope this will push us forward with all CRM efforts

🙏 deleted-U05F548NU5V
deleted-U05F548NU5V
2025-01-29 13:49:27

Hi @Nicholas McFadden how are you? Following up for the setup instructions I mailed last week - Please feel free to reach out for any question you may have. Do you think we can close the implementation before the end of next week? Thanks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-29 22:30:24

@deleted-U05F548NU5V I think we should be able to get it complete by then. I am compiling a list of the positive events. I would like your input on whether certain additional statuses would be beneficial. Also, is it better to err on the side of more or less? Will too many events muddy the waters or provide more clarity?

deleted-U05F548NU5V
2025-01-30 02:48:42

Hi @Nicholas McFadden According to our product team, more events, better system learning. Therefore I would recommend to postback all the critical events. At the same time, what do you mean as "certain additional statuses"? Thanks

Yan Ashrapov (yashrapov@shield-legal.com)
2025-01-30 13:30:57

@deleted-U05F548NU5V we don't have the CRM option in any of our accounts. Was it not abled for all accounts? (API). Adding screenshots for reference from PDF vs. example of one of our accounts.

Screenshot 2025-01-30 at 20.23.02.png
Screenshot 2025-01-30 at 20.27.02.png
Mike (mike@shield-legal.com)
2025-01-30 13:35:17

@Mike has joined the conversation

deleted-U05F548NU5V
2025-01-30 14:13:21

Hi @Yan Ashrapov that's weird. I am checking with the PSO team.

deleted-U05F548NU5V
2025-01-30 14:40:44

Hi @Yan Ashrapov can you tell me which ad account(s) you wish to do the test? the CRM option has to be allowlisted

Yan Ashrapov (yashrapov@shield-legal.com)
2025-01-30 14:41:59

@deleted-U05F548NU5V all of them

deleted-U05F548NU5V
2025-01-30 16:20:15

@Yan Ashrapov I added all accounts with spending in Jan except button battery. will push product team to allowlist asap.

đź’Ż Yan Ashrapov
deleted-U05F548NU5V
2025-01-31 03:37:07

Hi @Yan Ashrapov @Nicholas McFadden NEC account is allowlisted long time ago, you can first implement here to verify the instructions are clear.

20250131-113301.jpg
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:28:03

@deleted-U05F548NU5V thank you, we will test with this account. After some discussion we have determined our subset of events now so thank you for your guidance. Just so everyone is aware of where we are at currently, I need to figure out how to get the the Tiktok lead ID to Leadspedia and then to Law Ruler so I can post back these events to the right lead created with the Tiktok forms. Currently only the Leadspedia IDs are being passed to Law Ruler so I will need the Tiktok ID to get this all working. Also, the Law Ruler webhooks will require us to set up a Docker container in between LR and Tiktok due to the fact the webhook sends form data and not just JSON. The function will have to convert, parse, and add hard code in some values.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:29:05

Now when we are sending the postback (more so for the web-form generated leads) what data should we include besides the required ID fields?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:30:00
image.png
Mike (mike@shield-legal.com)
2025-01-31 15:30:08

@Nicholas McFadden please keep us updated if you do use docker or any other infrastructure changes so we can document them

đź‘Ť Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:31:07

@Mike do you know how to get the lead ids sent to LP/LR?

Mike (mike@shield-legal.com)
2025-01-31 15:31:41

not to LR (we never posted into LR, only out of).. we used the zapier zaps to get native leads to LP

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:32:01

You can see in option 1 in the image that we need their lead id when posting back

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:33:20

To LP is totally fine because we can take it from there to LR. Just need it to be included during the webhook event post

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:34:20

so we are currently using Zapier to post the lead info to LP? Do you manage those zaps or is that someone else?

Mike (mike@shield-legal.com)
2025-01-31 15:34:47

correct. and it's the integrations team that handles all of that

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:35:17

ah the "form integrations"

Mike (mike@shield-legal.com)
2025-01-31 15:35:38

yep

đź‘Ť Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:44:05

Ok sounds good

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:47:09

Thank you for pointing me in the right direction @Mike!

đź’Ż Mike
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-31 15:59:44

For everyone else in the thread, this means that we should just have to build out the container/app to handle the webhook events. @deleted-U05F548NU5V Could still use guidance on what lead content data should be passed along with the ID/routing fields. For example in Option 2 from the image above, the postback has the actual content of the lead. Does it matter what those data points are or is the value of the postback just purely the event notification itself ? Want to confirm so I know what I need to pass back beside the ID info.

deleted-U05F548NU5V
2025-02-03 07:39:05

Hi @Nicholas McFadden The lead id should be obtained from your CRM manager. Every lead generated by tiktok should have a lead id. Can you check your CRM manager for it (when the leads are synced over to the CRM)?

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-03 11:26:09

@Nicholas McFadden are we good with this or need something else here ?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-03 11:28:39

Worked with Mike on the lead ID but need to know the second part from above regarding what additional data to pass.

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-03 11:29:52

@deleted-U05F548NU5V besides the lead id, what else do we need to continue here ? Adding to that, we still need the allowlist update for all other accounts. We strongly prefer not to use NEC as the pilot for this, as it is our best ad account, and we don’t want to risk jeopardizing it with a test. Please keep us updated on this.

deleted-U05F548NU5V
2025-02-03 14:18:03

@Nicholas McFadden the answer from our tech support

20250203-221729.jpg
deleted-U05F548NU5V
2025-02-03 14:19:23

@Yan Ashrapov I understand the concern. I am waiting for the product team back from Chinese new year holidays to allowlist. they should start to come back on Wed.

âś… Yan Ashrapov
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-03 14:21:30

@deleted-U05F548NU5V Great. Waiting for an update

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-03 14:23:40

@deleted-U05F548NU5V Can we set up a tentative call with the product team on Thursday, Feb 6th. 9am pacific? This will possibly allow us to address any or all concerns with the process, as we want to see the CRM set up done as soon as possible.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-03 14:30:56

@deleted-U05F548NU5V yes we are going to pass back the Tiktok ID that is generated and sent to us. However, are the answers during the intake needing to be sent alongside it or just the ID and name/id of mapped event? (ex. How many times have you been abused, which facilities, etc.)

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-03 14:41:24

If this does not help then and just need the event ID and the Tiktok ID we have our path forward. There was an issue with the Tiktok IDs getting posted to our CRM but we have determined the issue and backfilling our CRM platform accordingly. When this is complete we should be ready to test.

deleted-U05F548NU5V
2025-02-03 14:44:48

Thanks @Nicholas McFadden I am trying to get the reply. @Yan Ashrapov Can we set up the call Thursday PT 8:30am or 9:30am? Renee is booked at 9am.

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-03 14:46:38

@Nicholas McFadden @Mike are you good with 9:30am PT?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-03 15:15:24

I have something at 9-10am PST but can be available before or after

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-03 15:36:18

@deleted-U05F548NU5V let’s do 8:30am PT on Thursday. Please add @Nicholas McFadden @Mike and myself to the call

âś… deleted-U05F548NU5V
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-03 18:03:08

@Yan Ashrapov and @deleted-U05F548NU5V we will be creating the fields in the CRM for the TT ID but it takes them a while to create each one so I will need a list of campaigns for them to prioritize setting up. The first one they have completed is NEC but if we want to use another campaign to test I will need to know which one so they can build it.

🙏 deleted-U05F548NU5V
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-04 01:31:27

@deleted-U05F548NU5V how many minimum eSigns do we need to make this work and in which time frame again?

deleted-U05F548NU5V
2025-02-04 02:31:41

@Yan Ashrapov ideally 50 events/minimum 30 events in 2 weeks. the event doesn't have to be e-sign, it can be any milestone event after submit form.

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-04 02:44:38

@deleted-U05F548NU5V I wanted to run with Caleb's Wildfire as conversions seems to good there in the last two weeks but we have the same AIGC policy issues there that need to fixed as soon possible. @Nicholas McFadden After policy will be fixed, we are going to pilot this with CP-ShieldLegal-Wildfire ID: 7457951629170475025

Screenshot 2025-02-04 at 9.41.25.png
Screenshot 2025-02-04 at 9.41.34.png
đź‘Ť Nicholas McFadden
deleted-U05F548NU5V
2025-02-04 02:50:39

@Yan Ashrapov we already appealed yesterday about this ad group in wildfire. Stav is on it

đź‘Ť:skin_tone_4: Yan Ashrapov
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-04 12:23:11

@Yan Ashrapov is that ID number the "eventsourceid" ?

deleted-U05F548NU5V
2025-02-06 08:55:14

Hi @channel apology but we have to postpone the meeting because the member can answer regarding JSON coding is based in APAC. At the same time, the Wildfire account has been allowlisted for the CRM postback, please try to connect and screenshot any issue you encounter? we can also check from our backend if the data postback is normal once it's connected @Nicholas McFadden @Yan Ashrapov

🙏:skin_tone_3: Mike
đź‘Ť Nicholas McFadden
deleted-U05F548NU5V
2025-02-11 10:36:09

Hi @Nicholas McFadden Yan and Cam were on a call with us. we are aiming to test CRM postback event in this account. JA-ShieldLegal_DepoProvera ID: 7304286353045389314

It is already allowlisted for the test. would you mind trying to setup and screenshot any issue you have? so I will know who from our product team can solve the issue/ schedule an online meeting. Thanks.

đź’Ż Yan Ashrapov
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-11 15:05:42

@Nicholas McFadden @Mike following up on this. If we have any issues, please let them be known (screenshot), so we can them on call this week. If we don't, then let's please set the CRM postback in the account above ASAP.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-11 15:10:22

Ok I will talk with Mark to make sure this is setup and then will let the group know the results of the test

🙏:skin_tone_4: Yan Ashrapov
🙏 deleted-U05F548NU5V
Mike (mike@shield-legal.com)
2025-02-11 15:38:25

@Nicholas McFadden please feel free to ping me if I can be of any assistance here. I'm working on the offline conversions stuff but can jump in if needed.

deleted-U05F548NU5V
2025-02-13 00:57:42

Hi @Nicholas McFadden @Mike Any progress of the setting up CRM event postback? thanks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-13 11:50:00

@deleted-U05F548NU5V we setup the changes need for Depo yesterday. My goal is to work on it this afternoon and get a test out. If I have any difficulties Mike and I are going to meet tomorrow to troubleshoot.

đź‘Ť deleted-U05F548NU5V
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-13 17:34:30

@here I will need someone to send me the access token

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-13 17:34:52

I am assuming ID: 7304286353045389314 is the event set ID?

deleted-U05F548NU5V
2025-02-17 04:40:31

Hi @Nicholas McFadden For the token, pls log into the depo ad account, in the top menu bar - Tools - Events - Data sources - Choose "e-sign" (I assume this is the event you are setting) - "settings" tab - connect event to your CRM - click "connect" - choose "manual set up" - you will see the "generate access token" button, click and you will get the token

image.png
image.png
deleted-U05F548NU5V
2025-02-17 04:42:20

For the event id, it should be offline ID. Here is how you get it https://business-api.tiktok.com/portal/docs?id=1771101027431425

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-17 09:28:09

@deleted-U05F548NU5V I don’t have a login to the site. Wasn’t given access and wouldn’t know where to go.

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-17 09:57:06

@deleted-U05F548NU5V can't add @Nicholas McFadden to the BC/relevant ad account. the next is not clickable. I've put in the code manually and via copy-paste. Please advise. @Mike can you please assist regarding the above matter until we get this solved?

Screenshot 2025-02-17 at 17.52.36.png
đź‘Ť deleted-U05F548NU5V
Mike (mike@shield-legal.com)
2025-02-17 10:11:35

@Yan Ashrapov what can I do to help?

deleted-U05F548NU5V
2025-02-17 10:11:35

@Yan Ashrapov we are checking internally how to add it. You cannot send the code, correct?

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-17 10:27:52

*Thread Reply:* @deleted-U05F548NU5V bug. works now

🙌 deleted-U05F548NU5V
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-17 10:27:37

@Nicholas McFadden added you the relevant account. Here's the invite please approve. Here's the link to the account just in case

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-17 12:05:26

Thank you, I will take a look when I can. Flying today

đź‘Ť:skin_tone_4: Yan Ashrapov
Mike (mike@shield-legal.com)
2025-02-17 12:49:04

@Yan Ashrapov following up just to be sure. Do you guys still need me for anything on this one?

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-17 12:50:30

@Mike we're good in the meantime🙏:skintone4:

đź’Ż Mike
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 14:34:04

Houston we have a problem

image.png
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-18 14:35:21

@Nicholas McFadden did you try to approve access before here?

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-18 14:37:28

@Nicholas McFadden You need to approve the request to be added to Shield's business center and depo ad account. Let me know if you need any help with this. The request was sent also to nickmcfadden@shield-legal.com

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 14:37:39

The link before just tried to have me sign up. This acutally had an approval

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 14:38:29

ok so I am now in the ad account

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-18 14:38:47

@Nicholas McFadden I see that you were added. Please DM me if you need to be added to more ad accounts or need any more credentials

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 14:38:59

ok will do. thank you

đź‘Ť:skin_tone_4: Yan Ashrapov
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 14:52:58

@Yan Ashrapov

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 14:53:23

the CRM ID you provided me does not match the only one I see in the account

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 14:54:04

7325888423833698306 vs 7304286353045389314

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-18 14:59:10

@Nicholas McFadden 7304286353045389314 is the ad account Id, not the CRM id

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-18 15:00:10

@Nicholas McFadden CRM ID is 7325888423833698306, correct

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 15:01:43

Ok thank you for the clarification 🙏

đź‘Ť:skin_tone_4: Yan Ashrapov
deleted-U05F548NU5V
2025-02-20 08:56:38

Hi @Nicholas McFadden how are you? How is the CRM event set up going?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-20 12:44:31

@deleted-U05F548NU5V sorry I had to dedicated the whole day to one of our major clients yesterday and didn't get a chance to test. I will be working on this and sending a test today.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-20 12:45:40

If that is successful I will notify everyone and then attempt to test all of the events we have identified for tracking.

deleted-U05F548NU5V
2025-02-20 13:17:51

Thanks a lot @Nicholas McFadden Hope we can success this time🙏

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-20 14:03:08

Successful post out of Law Ruler

image.png
🙏 deleted-U05F548NU5V
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-20 14:03:44

but troubleshooting an authentication error from tiktok. Will update when I resolve.

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-24 10:22:55

@Nicholas McFadden any update regarding this?

Cameron Rentch (cameron@internetthings.com)
2025-02-24 12:54:29

@Nicholas McFadden can we please get this completed today? We need to get this campaigns moving ASAP

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 12:59:07

{'eventsourceid': '7325888423833698306', 'eventsource': 'crm', 'partnername': 'Law Ruler', 'data': [{'eventtime': 1740422788.49511, 'lead': {'leadeventsource': 'Law Ruler'}, 'user': {'phone': '', 'email': 'markmaniora@shield-legal.com', 'externalid': '657524'}, 'event': 'Test - Final'}]}"

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:01:34

I sent the following test payload and am receiving a 400 error back. I think this is due to the fact that I do am not using a real TikTok ID and using a placeholder. @Yan Ashrapov can you create a test lead from one of the forms. I do not want to use an existing one for fear of tracking incorrectly.

Mike (mike@shield-legal.com)
2025-02-24 13:03:14

@Nicholas McFadden response code 400 is "bad request", so you're likely correct about the reasoning there

Mike (mike@shield-legal.com)
2025-02-24 13:03:22

if there's anything I can help with ping me

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:04:09

@Mike do you have any test leads from the TT form already built? The tests I had Mark built don't have an S5 (TT ID)

Mike (mike@shield-legal.com)
2025-02-24 13:05:31

I don't, sorry. all the tools and stuff I originally built no longer work due to updates with tt

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:05:39

All good

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:06:18

@Yan Ashrapov if you have access to one of the actual forms can you fill it out and I will catch it when it makes its way to LR

Mike (mike@shield-legal.com)
2025-02-24 13:07:17

@Nicholas McFadden if you have access to the tt account you can login and go to the event manager and generate a qr code to test with

Mike (mike@shield-legal.com)
2025-02-24 13:08:25

@Nicholas McFadden also, I believe the phone and email in your payload need to be hashed before passing it to tt

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:09:50

@Mike would you mind hoping on a call or sending screenshots on where to find that? I am completely unfamiliar with the platform

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:10:10

@Mike that is a good call. That could be part of the 400

Mike (mike@shield-legal.com)
2025-02-24 13:11:40

@Nicholas McFadden absolutely. give me a few minutes please

Mike (mike@shield-legal.com)
2025-02-24 13:13:56

@Yan Ashrapov would you mind sharing tt account 7304286353045389314 with mike@shield-legal.com please sir?

đź‘Ť:skin_tone_4: Yan Ashrapov
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-24 13:22:35

*Thread Reply:* @Mike should be available for you

🙏:skin_tone_3: Mike
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:17:41

@Mike I am in meetings until 12:30ish PST

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:17:56

and then meeting at 2-2:30pm

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:18:10

can meet anytime otherwise

Mike (mike@shield-legal.com)
2025-02-24 13:28:01

@Nicholas McFadden sorry I was slightly incorrect. the qr code testing is for the client side testing. for the crm event testing you can just send a curl request with the payload

Mike (mike@shield-legal.com)
2025-02-24 13:29:04

@Nicholas McFadden on the crm event setup page it shows a code snippet with the curl request

image.png
Mike (mike@shield-legal.com)
2025-02-24 13:29:50

you could also use postman. actually, now that I think about it.. it might be a good idea for you guys to setup a postman workspace/collection for this kind of stuff

đź‘Ť Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:55:18

@Mike I tried that exact payload and got a 400

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 13:55:21
image.png
Mike (mike@shield-legal.com)
2025-02-24 14:33:29

@Nicholas McFadden what are you using to test? I was able to get it to go through with postman just now

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 14:45:13

@here got a successful test!

🥳 deleted-U05F548NU5V
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 14:47:03

combo of removing partner_name (which is on their documentation but not on the test payload) and making sure there was a raw string vs the json dict obj

:the_horns::skin_tone_3: Mike
deleted-U05F548NU5V
2025-02-24 14:48:29

@Nicholas McFadden amazing! where did you see the postback event? in the event manager it still shows zero events.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 14:48:36

Now @deleted-U05F548NU5V can you confirm the test on your end?

deleted-U05F548NU5V
2025-02-24 14:53:04

HI @Nicholas McFadden checking

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 14:54:07

I got a 200 response. Improving my logging to see if there was anything else

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 14:55:28

I did the test the TT provided post example like Mike suggested and I have ran with my test (still no real TT ID) and got a 200 (aka successful) code.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 14:57:02

@deleted-U05F548NU5V this is the response I received: "{'code': 0, 'message': 'OK', 'request_id': '2025022420560913A6166D9F8ED720EE20', 'data': {}}"

deleted-U05F548NU5V
2025-02-24 14:57:38

Hi @Nicholas McFadden should I validate with our team if the response code is correct?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 15:00:46

If you are not seeing it on your end then yes

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 15:01:06

Granted it’s not a valid lead which might be why

deleted-U05F548NU5V
2025-02-24 15:25:03

@Nicholas McFadden I don't see it's connected on event manager, so no event for us to see. But I sent the screenshot to my MPO colleague on Shield's account, as he is based in China, he should reply later today,

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 15:52:04

@deleted-U05F548NU5V this is the sample payload I sent and got a 200 response:

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 15:52:08
image.png
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-25 15:05:12

@Nicholas McFadden Fay confirmed via email that we a single postback event. Did we send only a single one for the testing? If so, than it works. Please confirm.

Shield depo crm event.jpeg
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-25 19:38:45

@deleted-U05F548NU5V and @Yan Ashrapov I had sent the base example and then sent a test of my own so technically two posts but might only register the second. I will work on building out the rest of the events this week

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-27 10:50:18

@Nicholas McFadden good morning. How close are we to adding and testing the rest of the events?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 11:37:52

I will have the other events add and tested today.

🙏:skin_tone_4: Yan Ashrapov
🥳 deleted-U05F548NU5V
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-27 11:40:04

@Nicholas McFadden please send update status after the test

đź‘Ť Nicholas McFadden
Cameron Rentch (cameron@internetthings.com)
2025-02-27 12:30:00

great @Yan Ashrapov do we have an ETA on testing new Depo campaign?

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-27 12:42:16

@Cameron Rentchwe need the events implemented and tested, which, according to @Nicholas McFadden, should be done today. After confirmation from TikTok, we should be good to go to build out the campaign. If the schedule holds, we can start sometime next week.

Cameron Rentch (cameron@internetthings.com)
2025-02-27 12:55:41

ok @Yan Ashrapov lets push for Monday launch

đź‘Ť:skin_tone_4: Yan Ashrapov
🙏 deleted-U05F548NU5V
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 14:19:23

@here I pushed the same lead from before with the event "Scheduled Appointment". Event and timestamp should be the only values that changed. Also, no Tiktok "lead_id" has been passed yet until I have a TT sourced test lead. @Yan Ashrapov please make this so we can validate it the full workflow.

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-27 14:52:11

@Nicholas McFadden so currently we are waiting for an actual event (conversion) to be made on the ad account?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 14:57:23

Yes that would be good to verify that the TikTok ID is generated, passed all the way to LR, and it validates back to TikTok. The phone and email might be enough for them to match but safer to use the ID. Also, we will need a confirmation from TT that not only did it successfully pass the information but does it have everything it needs? I know it will take a few leads for it to actually start to optimize but @deleted-U05F548NU5V can you confirm that not only did the event post back register but did it register with everything you need. For example, these tests don’t have your ID but is that a problem? Anything else we should pass?

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-27 15:01:58

@Nicholas McFadden to confirm: you need an event that is not generated artificially but an actual conversion to occur to test it out properly?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 15:02:52

Yes so I can get that ID generated. It should pass to the S5 field in LR.

đź‘Ť:skin_tone_4: Yan Ashrapov
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-27 15:03:45

@Nicholas McFadden I'll update you as soon as we have one. We still didn't convert today.

đź‘Ť Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 15:04:52

Ok thanks

deleted-U05F548NU5V
2025-02-27 15:05:14

Hi @Nicholas McFadden thank you for the update. How many different types of events have you set to postback to TT?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 15:05:46

Actually @Yan Ashrapov it can be artificially

Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-27 15:06:25

@Nicholas McFadden then please discuss with @Mike how to proceed

đź‘Ť Nicholas McFadden
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-27 15:09:52

@Nicholas McFadden Following up with what @deleted-U05F548NU5V wrote. I don't see any other events except as shown in the screenshot.

Screenshot 2025-02-27 at 23.05.53.png
deleted-U05F548NU5V
2025-02-27 15:16:44

Hi @Yan Ashrapov TTEM is supposed to have some delays in events postback. Usually within hours.

deleted-U05F548NU5V
2025-02-27 15:17:50

@Nicholas McFadden did you fire any other artificial event? If so, when was it?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 19:12:24

@deleted-U05F548NU5V

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 19:13:02

I sent it at 12:08pm PST with the above payload.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 19:13:31

It was for the "Scheduled Appointment" event

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 19:17:49

Just sent another event "Sent e-Sign"

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 20:24:17

All I have conducted multiple successful tests for the different events. The spreadsheet shows the event and the success request id from TikTok.

🙏 deleted-U05F548NU5V
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-27 20:24:40
TikTok CRM Event Testing.xlsx
Yan Ashrapov (yashrapov@shield-legal.com)
2025-02-28 04:07:42

@Nicholas McFadden so the event (sales) funnel is complete and we are just waiting for the actual events to accumulate here? @deleted-U05F548NU5V please confirm from TikTok's technical team

deleted-U05F548NU5V
2025-03-02 08:43:20

Hi @Nicholas McFadden Please go ahead to finish the CRM connection setting in Depo'a account. So we can receive the real offline postback. The instruction is in the pdf I sent earlier in the Q. Thanks

Yan Ashrapov (yashrapov@shield-legal.com)
2025-03-03 10:25:39

Good morning @Nicholas McFadden can we set this up today? please let me know if you need the PDF to be sent again

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 12:59:50
image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 13:00:52

I will get with Mike today send a test all the way through and then just need the green light to turn on the automations for production

Yan Ashrapov (yashrapov@shield-legal.com)
2025-03-03 13:12:34

@Nicholas McFadden please update me as soon as we can launch

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 13:20:43

After talking with Mike there isn't a way to do and end-to-end test but maybe the media buyer can submit a test form? I can send another set tests from LR again to just confirm otherwise, I think we are good to go.

Mike (mike@shield-legal.com)
2025-03-03 13:21:18

@Nicholas McFadden ask one of the MBs if they can submit a test lead like they do with the Zapier form integrations

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 13:21:19

I have the automations currently turned off and flip them on when testing. Let me know when you want to flip them.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 13:21:42

Do you know which MB is assigned to this campaign?

Mike (mike@shield-legal.com)
2025-03-03 13:22:13

That's Jack A according to your screenshot

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 13:23:42

I don't know who all the MBs are but assuming Jack A is Jack Altunyan jack@crediready.com?

Mike (mike@shield-legal.com)
2025-03-03 13:24:05

Yep that's him

đź‘Ť Nicholas McFadden
Mike (mike@shield-legal.com)
2025-03-03 13:25:33

@Nicholas McFadden one sec I'll add you to the mb slack channel

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 13:27:01

I shot off a DM with you, yan, and cam to him

Mike (mike@shield-legal.com)
2025-03-03 13:27:22

oh ok

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 14:52:40

We ran a test with the TT ID properly passed!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 14:53:06

Request ID for the test: 20250303205041E6D40C363E65E4C63C81

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 14:53:23
image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 14:54:06

You can see that the TikTok "lead_id" was 7477677320506081537

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 14:54:41
image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 14:55:07

which is the value passed from TT > LP > LR in the S5 field

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 14:55:28

Just say the word for me to turn this on for all of the events

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 14:57:56

@here

deleted-U05F548NU5V
2025-03-03 15:17:08

Hi @Nicholas McFadden yes, we want as many events postback as possible. If Shield can turn on for all events, that would be great.

deleted-U05F548NU5V
2025-03-03 15:22:10

Once you finalize the setup on Ads Manager (tools -events manager - set up CRM events - continue setup, we can start the test campaign.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 15:24:18
image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 15:25:13

Well I will trigger that lead once for every event and leave all the automations on but that is all it says to do

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 15:40:48

I ran that successful test through every event and here are the corresponding request ids

TikTok CRM Event Testing.xlsx
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 15:41:56

All automations are turned on and ready to go. @deleted-U05F548NU5V will it just take 24hrs to register? Then you guys can turn on the media side and start collecting your 250 examples?

deleted-U05F548NU5V
2025-03-03 16:35:46

Hi @Nicholas McFadden I have to confirm with the tech team about what's the next step. as I see all the events in the overview tab, it's a bit different from what I know. I should update you.

🙏 Nicholas McFadden
deleted-U05F548NU5V
2025-03-04 13:47:41

Hi @Nicholas McFadden Our tech team confirms that the postback is successful, we can ignore the incomplete setup on events manager and wait for more events coming from the test campaigns. Thanks.

🎉 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 13:59:59

Great to hear!

deleted-U05F548NU5V
2025-03-11 11:05:09

Hi @Nicholas McFadden how are you? can you clarify what is the difference among these 3 crm events? I noticed that we actually had 3 e-signs last week (correct me if I am wrong @Yan Ashrapov but these 3 events are postbacked yesterday. are they related to the e-signs last week?

Thanks.

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-11 14:03:35

@deleted-U05F548NU5V "sent e-sign" is when the agent sends the required docs to the PNC, "signed e-sign" is when the PNC actually signs it, and "Signed e-sign FINAL" is once it has be verified by PD/QA and is our finalized lead. "Signed e-sign Re-Triggered" is a status in case we need to backfill or otherwise had to resend but equivalent positive event in meaning as the "FINAL" status for billing.

🙏 deleted-U05F548NU5V
deleted-U05F548NU5V
2025-03-13 08:19:59

Hi @Nicholas McFadden @Yan Ashrapov We need your help in mapping the current CRM events to TikTok standard events, in order for the campaign optimization. Can you check the drop down menu of each event and choose the relevant one by next Monday?

My suggestion: Scheduled appointment = schedule Send esign = contact Signed esign = complete registration Signed esign final = complete payment

Feel free to share insight regarding the standard event selection. Thanks.

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-13 12:41:49

@deleted-U05F548NU5V yes I can do that! I will notify you when it’s complete

🙏 deleted-U05F548NU5V
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:29:40

@deleted-U05F548NU5V I agree with your last two choices but for Sent e-Sign what about "Initiate Checkout" or "Place an Order"? Yes it is a sign that we have contacted them successfully but we don't send out the docs to sign for everyone. To me it signals that the agent believes that it is a viable candidate and this is the client choosing to apply for the litigation/confirming their statement. In a way they are now ready to move onto the litigating firm and they are receiving the docs to "apply" in way. I see that as like an "order" for the docs and then they" complete the registration" documents with the "Signed e-Sign" status and then they "Pay" or complete the transaction once QA/PD verifies it with a "Signed e-Sign FINAL" status. Ultimately I defer to you guys because you understand how each of these event categories are being used in the background.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:32:16

Also, I can only see those 4 statuses. It might be because the other statuses haven't had any events yet but want to make sure I am not missing any.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:32:33

But in the interim it has been switched to what you mentioned above

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:32:49
image.png
deleted-U05F548NU5V
2025-03-17 14:16:58

Hi @Nicholas McFadden thank you for the explanation. therefore, let's align Sent e-sign to Initial checkout because Place an order will be sunset soon.

deleted-U05F548NU5V
2025-03-17 14:18:45

are these all the events or there are more? can you let me know the order of these events along the funnel from beginning to the end? Thanks🙏

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 15:33:26

You are missing the "Scheduled Appointment" but I can't see all of these that you can see. Just those 4 you showed earlier

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 15:39:55

@deleted-U05F548NU5V this is what I suggest the mapping should be. I have removed the HIPPA and Intake Completed events. After further discussion they are more relevant to the secondary interview process and the focus of this should be for initial intake so I will remove the automations for those events.

TikTok CRM Event Testing - Nitido.xlsx
🙏 deleted-U05F548NU5V
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 15:41:09

It is set up and we can always turn them back on if we want to start tracking secondary events.

deleted-U05F548NU5V
2025-03-18 10:31:06

Thanks @Nicholas McFadden for the clarification. for some reason, there is zero event during the last week, even for "schedule". does it reflect the reality in the backend? We don't have an even earlier event than "schedule", correct?

deleted-U05F548NU5V
2025-03-18 10:31:08

Thanks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-18 11:03:58

@deleted-U05F548NU5V Schedule is only for if the agent is able to contact but the client can't conduct the interview so the schedule it out forward. It is positive because it signals the agent actually talked with the person. Therefore, it may not be that frequent. I will see if there is another statuses prior but my understanding is that we don't really. We could try to use "New Lead", our lead distribution software filters out leads if it thinks it is spam. We could say that it is a positive event that the lead got passed that tool and actually made it to the call queue. What do you think?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-18 11:27:27

@deleted-U05F548NU5V the team is now starting to use a "Screener Completed" status I will add that in but let me know if you think the "New Lead" status is needed too

deleted-U05F548NU5V
2025-03-18 14:22:03

Hi @Nicholas McFadden let's postback "new lead" as well. Thank you 🙏

đź‘Ť Nicholas McFadden
deleted-U05F548NU5V
2025-03-19 08:30:15

Hi @Nicholas McFadden As Cam mentioned yesterday on the call, depo had 2 e-signs last weekend but neither of them are reflected in the event postback. do you know why? Thanks.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-19 15:14:46

*Thread Reply:* I was not on the call so do you have any specific info on which two leads? Might be good to include me in the meetings moving forward.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-19 15:47:31

*Thread Reply:* In the logs of the app we built I see one went final around 3pm on 3/16 and posted successfully with request id: 202503162204150A37D228B280A5933C53. Can you see this one?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-19 15:47:55

*Thread Reply:* I will continue to review

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-19 14:56:14

@deleted-U05F548NU5V not sure but I will look into it.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-19 15:13:06

@deleted-U05F548NU5V I created the automations for the "New Lead" and "Screening Completed" statuses. I have added the response request id in the spreadsheet attached.

TikTok CRM Event Testing - Update 20250319.xlsx
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-19 15:14:06

@deleted-U05F548NU5V I am still unable to see the other events to complete the mapping. Could you do it since you can see them?

image.png
deleted-U05F548NU5V
2025-03-20 02:45:23

This is so weird because I only see 1 event in the same timeframe. I am raising a ticket and will update you @Nicholas McFadden

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-20 11:36:49

@deleted-U05F548NU5V which event type do you want to map New Lead and Screening Completed into?

deleted-U05F548NU5V
2025-03-21 14:33:01

Hi @Nicholas McFadden I see you have mapped both New Lead and Screening Completed to "contact". according to what you described earlier, they are similar, correct? both are the lead after the system filtered out the spam leads. Thanks.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-24 11:26:42

*Thread Reply:* @deleted-U05F548NU5V New Lead gets filtered by our lead distro tool and Screening Completed is conducted by agents but a physical verification. I was unsure if you wanted to place them both as contact. If this makes sense to you then we can leave it or let me know what I should flip it to

deleted-U05F548NU5V
2025-03-21 14:34:50

Our tech team is still looking into the discrepancy in TTEM. They also see only 1 event during Mar 13-19th like what I do. while you see 20 events.

deleted-U05F548NU5V
2025-03-21 14:38:29

According to what @Yan Ashrapov just sent me, there were 2 e-signs happened to the leads captured on Mar 14th and 20th, but neither of them are postbacked on TTEM for me.

deleted-U05F548NU5V
2025-03-24 06:53:15

Hi @channel We kind of solved the discrepancy issue. it's due to US user data privacy, TT employees will not be able to see full CRM postback data of US ad accounts'. therefore it's not performance related. The account will be able to start the CRM event optimization tmrw on Mar 25th. Thank you @Nicholas McFadden for your great work to make it work🙏

🙏 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-24 11:27:45

*Thread Reply:* @deleted-U05F548NU5V Thank you for the acknowledgement and thank you for all your help too. It was a great team effort!

deleted-U05F548NU5V
2025-04-16 14:09:16

Hi @channel good day. We would like to schedule a DFO (Deep funnel optimization - the new name of CRM event postback) this week together with our product and R&D team. The main topic would be your implementation and mapping experience, feedback and suggestion regarding the product (both implementation and performance optimization). As it's cross regional meeting (US, China and Israel), is it possible for us to meet on this Thursday 8pm or 9pm PT time? the meeting should be around 45min. thanks.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-16 14:48:46

@deleted-U05F548NU5V I have a flight at 8pm PT on Thursday so can't make that time work.

deleted-U05F548NU5V
2025-04-16 14:57:51

Thanks @Nicholas McFadden can you suggest any day next week?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-16 15:01:31

Personally any other evening except Wednesdays and Sunday works for me.

deleted-U05F548NU5V
2025-04-16 15:08:59

Thanks. I am checking Tue evening PT time. @Yan Ashrapov does it suit you? it will be Wed morning IL time.

Yan Ashrapov (yashrapov@shield-legal.com)
2025-04-18 12:36:20

@deleted-U05F548NU5V sounds good

🙏 deleted-U05F548NU5V
deleted-U05F548NU5V
2025-04-18 13:09:10

Great. I just sent the zoom invitation, pls lmk if the timeslot suits. Thanks.

deleted-U05F548NU5V
2025-04-24 14:45:14

Hi @Yan Ashrapov @Nicholas McFadden Following our call, the product team would like to kickoff the 2nd round of DFO test that may be more customized to Shield's deep event conversion rate. Yan - can you confirm that it would be noodle soup cup account participate the test? Thanks. I will share the updated implementation instruction soon - it's the same process just the instruction itself is a bit more clear in the flow.

Yan Ashrapov (yashrapov@shield-legal.com)
2025-04-29 13:26:01

@deleted-U05F548NU5V confirmed regarding noodle cup.

🙏 deleted-U05F548NU5V
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-30 18:21:19

@deleted-U05F548NU5V thank you, look forward to seeing the new docs!

deleted-U05F548NU5V
2025-05-01 02:10:11

Hi @Nicholas McFadden here is the updated doc, it's same method for postback, just a bit simplier. Let me know your feedback, I will forward to Renee. thanks. https://ads.tiktok.com/help/article/how-to-postback-signals-through-events-api

deleted-U05F548NU5V
2025-05-01 02:11:52

the only mapping suggestion from the product team is to map these 2 events to different names.

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-01 03:48:57

Also, I got with our legal team in regards utilizing non-TikTok data to add volume to the optimization. The main question is if these leads and their CRM events are not from your system how do you tie back to anything in order to optimize? Please explain how this works in detail and what information is required. The whole point of setting up the IDs to postback is then seemingly moot.

đź‘Ť deleted-U05F548NU5V
deleted-U05F548NU5V
2025-05-07 17:10:53

HI @Nicholas McFadden thank you for the waiting. answer to your legal team's question: • Postback data generated from TikTok ---> data is used to feed the DFO model directly ▪︎ Pixel signals: 35~45% match rate with PII info ▪︎ CRM signals: up to 100% match rate with TikTok Lead_ID • Postback data generated from other channels ---> data is used to find lookalike audience, and improve DFO model indirectly ▪︎ 35~45 % match rate with PII info (match rate my defer case by case)

deleted-U05F548NU5V
2025-05-07 17:12:21

Let me know if your colleague needs more clarification. at the same time, I will be happy to get your feedback in the updated implementation doc https://ads.tiktok.com/help/article/how-to-postback-signals-through-events-api

Thanks.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-07 17:13:11

Which PII?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-07 17:19:14

name, phone, and email should then be of no use to you, correct? We haven't been sending any other PII

deleted-U05F548NU5V
2025-05-08 15:29:29

Hi @Nicholas McFadden PII are name, phone, and mail that are collected on the form, but all hashed.

deleted-U05F548NU5V
2025-05-08 15:30:01

No TT employee person can access to the non hashed version

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-08 15:33:27

But making a lookalike audience would be more demographic info (location, age, gender, etc) and since these leads aren’t in your system there should be no reason for name, email, or phone even if it’s hashed. Also, if they can’t access then why should it matter?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-08 15:34:00

But making a lookalike audience would be more demographic info (location, age, gender, etc) and since these leads aren’t in your system there should be no reason for name, email, or phone even if it’s hashed. Also, if they can’t access then why should it matter?

deleted-U05F548NU5V
2025-05-08 16:35:14

If the contact from the data you postback has a tiktok account, there's a 45% chance we can match them with the pii info (phone, email, or name).

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-08 16:43:20

So you are trying to see if they are existing TT user and connecting to that account? Therefore this is not a lookalike audience but rather trying to find the actual audience but on your platform?

deleted-U05F548NU5V
2025-05-08 16:45:05

The system will first try to find existing TT users, and based on their demographic, create a lookalike audience to target

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-08 18:50:46

If they aren't on TT and we aren't passing demographics it won't help, correct? Also, if we are looking to better target by demographics. We can come up with a report of our demographics for each campaign in a general sense rather than per lead with attaching PII. Also, just want to make sure it is said but we would want to ensure that improved performance we are seeking through this does not come from re-targeting our already marketed leads on another platform. They might be TT users too but submitted forms from them is just an additional cost to us for an already acquired lead, it wouldn't be a real lift in performance. Yes, it is a possibility without directly identifying them that we end up marketing to them but if we offer the PII we should make sure they aren't marketed to then. You did mention that this was to create a lookalike audience but just want to make sure we are clear. Also, not trying to be difficult here but want to make sure there is no liability/ambiguity in how we are handling and using client data.

deleted-U05F548NU5V
2025-05-10 14:01:51

Hi @Nicholas McFadden totally understand. I will check with the team whether they have any official claimer of how they use the client data. Regarding what you mentioned about retargeting/lookalike, you are correct, for this case, we won't retarget these users, rather than machine learning these users' demographic similarity to create lookalike audience. Regarding the "report" you mentioned, this usually doesn't help a lot with TT, as we have pretty different users from other channels.

deleted-U05F548NU5V
2025-05-12 16:33:45

Hi @Nicholas McFadden happy Monday đź’š Our product team will work on an offical statement of how the postbacked data from other channels will be used for legal clarity. At the same time, let's not let it be the blocker of our test - for the test in NS Cup account, we don't need shield to postback CRM events of other channels.

How does it sound?

Yan Ashrapov (yashrapov@shield-legal.com)
2025-05-19 13:34:59

@Nicholas McFadden where are with this? I think we can hash the data from Meta. @Cameron Rentch concurs. Let's strive to push this project this week please

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-19 14:26:14

Not a problem we can setup the Soup campaign and test as normal. I have our in house counsel, Tim, reviewing our T&C regarding data usage and Social Media platforms. If he gives me the green light, happy to include the Meta events now. If not, we may just need to re-write the T&C and then we can send.

@Yan Ashrapov Also, hashing is different from true encryption. We are currently hashing the email and phone number already for the native TT crm events. If I truly encrypted it they wouldn’t be able to access and would be of no use to them. This is the crux of the issue here. Should we be sending any PII to any party if the language in the T&C isn’t generic enough to cover it? My opinion is no. However, if we want to proceed we just need to make sure we update the language and are protected.

Yan Ashrapov (yashrapov@shield-legal.com)
2025-05-20 09:46:51

@Nicholas McFadden Understood. Please update soon so we can begin testing as we are on a tight schedule here with TikTok's product team. Appreciate it

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-21 15:28:01

@deleted-U05F548NU5V I spoke with our outside compliance counsel and they have a few questions. When would you and your legal team be available to meet with us to discuss?

deleted-U05F548NU5V
2025-05-22 01:15:19

Hi @Nicholas McFadden can you please share the questions briefly? let me check who should be on the call.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-22 12:29:14

Its is regard Terms and Conditions, Privacy Policy, Data protection, etc.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-22 12:31:24

They want to talk about agreements and protections that we could establish. Could you make sure your legal team and those who have the authority to discuss policies and agreements.

deleted-U05F548NU5V
2025-05-22 14:58:51

Hi @Nicholas McFadden Sharing here TikTok for Business product data term, it covers all relevant products including pixel event, lead generation, custom audience and API. https://ads.tiktok.com/help/article/tiktok-advertiser-tools-and-related-terms?redirected=1

This is usually where our clients can refer to regarding any data term concerns. The term is industry standard. The product team can hop on the call to clarify specific questions regarding a specific product under the general term. But they don't have the authority to update the data term.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-22 15:00:28

Could you include those who would have the authority? If we wanted to setup an additional agreement?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-22 15:02:15

We would prefer having those that can speak to our law firm regarding the legal side of things. Product team can be there to provide context on the features but this should be a legal conversation.

deleted-U05F548NU5V
2025-05-22 15:04:28

If the concern is based on postback all channel PII data, let's skip this part and postback TikTok channel data for the current test. @Yan Ashrapov

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-22 15:06:20

Yes for the test that is what we are going to do but we are talking about the additional data in the future. Lets get the ball rolling on getting your legal team in contact with ours.

deleted-U05F548NU5V
2025-05-22 15:07:39

Sure. Thanks. The product team has reached out to legal team regarding the DFO product clarification, but it's not going to happen soon. I will keep you posted

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-22 15:10:31

Can you get us an ETA? What is not soon in your context? We wont be able to send any third party data until our legal team gives us the green light. They have stated that they believe there are issues with liability and that we should not proceed until they have discussed and we have the ability to update any policies on either side.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-22 15:10:55

Can you get us an ETA? What is not soon in your context? We wont be able to send any third party data until our legal team gives us the green light. They have stated that they believe there are issues with liability and that we should not proceed until they have discussed and we have the ability to update any policies on either side.

deleted-U05F548NU5V
2025-05-22 15:15:29

I don't have ETA for the moment. Can you please share the question list if you have so that I can push from my side and state the urgency? Thanks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-22 15:19:55

Can you provide the emails of those you would be sending it to so we can put the right people in contact rather than trying to relay between us?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-22 15:22:53

Also, we should be able to get everyone on a quick call to discuss, wouldn't you agree?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-22 17:15:43

@Yan Ashrapov is there a specific name you want me to set up for the event set name? Noodle Soup Cup, NSCup, or CP-ShieldLegal-NSCup?

Yan Ashrapov (yashrapov@shield-legal.com)
2025-05-23 01:55:58

ShieldLegal-NSCup is fine

deleted-U05G9BHC4GY
2025-05-25 06:50:02

@deleted-U05G9BHC4GY has joined the conversation

deleted-U05F548NU5V
2025-05-25 07:00:46

adding @deleted-U05G9BHC4GY here as he will cover the legal T&C issue

deleted-U05F548NU5V
2025-05-27 11:05:51

Hi @Nicholas McFadden how are you? how was your holiday? Itay is working to get our legal team in US for the conversation.

Will we start implementing CRM postback (TT channel events) of noodle soup cup this week? thanks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 12:00:26

@deleted-U05F548NU5V yes, I have established the data flow and will be testing/finalizing today.

🙏 deleted-U05F548NU5V
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 17:28:08

testing issues, I will troubleshoot this evening and hopefully ready for live tomorrow.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-03 00:17:05

Apologies for the delay but Soup has been tested successfully. It is now live and will update as leads come through. Once a few come through we can assign the categories

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-03 00:18:30

@deleted-U05F548NU5V some quick feedback on the new docs is that they are a lot clearer and in one location

🙏 deleted-U05F548NU5V
deleted-U05F548NU5V
2025-06-04 02:30:17

Hi @Yan Ashrapov @Nicholas McFadden We are seeing e-sign event comes in to NS Cup. It is from the campaign, not the internal test, correct? Thanks.

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Yan Ashrapov (yashrapov@shield-legal.com)
2025-06-04 07:12:59

@deleted-U05F548NU5V we should have a single contract that came in yesterday

đź‘Ť deleted-U05F548NU5V
deleted-U05F548NU5V
2025-07-31 05:37:52

Hi @Nicholas McFadden how are you? Our team is looking into Bard's CRM event implementation. We found 2 "Initial checkout" in the event list and they have different conversion numbers, which might be the cause of the event number "zero" in the bar chart. Can you help us to understand if there is any difference of these 2 events? Thanks.

As we are planning to launch the test in other ad account, let's make sure we understand the funnel here and maybe remap one of the events to prevent confusion.

cc @Yan Ashrapov

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