Connecting the Facebook Conversion API in Visiopt

Connecting the Facebook Conversion API in Visiopt:

This guide provides a comprehensive step-by-step process for connecting the Facebook Conversion API within your Visiopt campaigns. Follow these instructions to ensure a seamless integration and effective tracking of conversion events.

Step 1: Enable Conversion API in Visiopt

1. Access Campaigns
In your Visiopt account, navigate to the campaign settings.

2. Enable Conversion API

·   At the bottom of the campaign setup page, check the option for "Conversion API."

·   Click "Save and Continue" to access the Conversion API settings.

Step 2: Gather Information from Facebook

1. Log into Facebook
Access your Facebook account and navigate to the "All Tools" menu.

2. Open Events Manager

·   Click on "Events Manager."

·   Click the plus button to add a new data source or to view existing data sources.

·   You can add the Conversion API to an existing data source or set up a new one.

Step 3: Set Up a New Data Source on Facebook

1. Connect New Data Source

·   Click "Connect New Data Source."

·   Choose "Web" and click "Connect."

2. Name and Create Data Source

·   Enter a name for the data source.

·   Click "Create."

·   Enter your website URL.

3. Skip Additional Integrations
If prompted to integrate with Tag Manager or other tools, uncheck those options and use the default Megapixel and Conversion API.

4. Save Dataset Information

·   Save the dataset name and ID (sometimes referred to as the pixel ID) to a text file.

·   Choose "Set up manually" and click "Next."

·   Click "Continue" on the next screen.

Step 4: Configure Events

1. Select Events to Track

·   Choose the events you want to track (e.g., initiate checkout, purchase, add to cart).

·   Click "Continue."

2. Configure Event Parameters

·   For each event, ensure you check the following:

·   Event Time

·   Event Name

·   Action Source

·   Event ID

·   Under customer parameters, select:

·   Client IP

·   Client User Agent

·   Email

·   Ensure each event turns green with a checkmark.

3. Double-Check Selections

·   Verify that all necessary parameters are checked for each event.

·   Click "Continue."

Step 5: Generate and Save Access Token

1. Generate Access Token

·   On the summary page, scroll down to find the option to generate an access token.

·   Click to generate the token.

2. Save Access Token

·   Copy and save the access token to the text file containing the dataset name and ID.

3. Finish Setup

·   Scroll down and click "Finish."

Step 6: Integrate with Visiopt Campaign

1. Return to Visiopt

·   Navigate back to your campaign setup in Visiopt.

2. Enter Facebook API Details

·   Paste the dataset ID (pixel ID) in the appropriate field.

·   Paste the access token in the corresponding field.

3. Add Goals

·   Click "Add Goal."

·   Select a goal that matches the Facebook event you set up.

·   Choose a page and match it to the appropriate Facebook event.

·   Set up as many events as needed.

·   Click "Save."

Step 7: Optimize for Better Results

1. Use Webhooks

·   Attach a webhook to your purchase event in Visiopt.

·   This enables Visiopt to send the customer's email address along with other data to the Facebook Conversion API, enhancing matching results.

2. Enable Automatic Advanced Matching

·   Go back to Facebook Events Manager.

·   Select the appropriate data source.

·   Go to "Settings."

·   Scroll down and turn on "Automatic Advanced Matching."

Conclusion

By following these steps, you will successfully connect and configure the Facebook Conversion API within your Visiopt campaigns. For additional optimizations and questions, refer to the Visiopt help resources or contact support.