The first one needs to be carried out in Facebook, the next are carried out in Infinity and then your website. Show
In Facebook
In Infinity / On your website
Before tackling any of the steps above you need to ensure you have access to Facebook's Conversions API, as this is where our integration will send events. It is not enabled by default but it's easy to check whether you already have access. Go into Facebook Business, look in the Events Manager, locate your Pixel and then click Settings If you can see a section named Conversions API as shown below, then you have access to the API. If not, simply contact your Facebook Business Manager and send them your pixel id and ad account id and they can arrange for your account to be whitelisted for API access. The first part of the setup process is carried out in Facebook. As mentioned in the previous paragraph, you will need access to the Facebook Marketing API in order to configure the integration. Having established you have access to the API you can proceed to the first step. Step 1 - Create an Access Token
The second part of the setup process needs to be carried out in the Infinity platform and on your website. The first step is to update the Infinity JavaScript snippet on your web pages to include the Facebook-specific code. You can then configure the integration and determine what data you’d like to send into Facebook. Step 1 - Adding the JavaScript
If you are already generating UUIDs on the page, simply replace uniqueId in the line above with the variable name that you use for the UUID.
This will add the code needed for the Facebook integration into the code generator box. Then simply copy and paste the updated code onto your website pages, you can click copy to clipboard in the top right corner of the code generator to help you. Please be aware when using the JS Generator it does not retain details of the integrations you are already using and must be updated each time to reflect that. For example, if you are using our GA and Criteo integrations and you want to add the Facebook integration, you need to select the GA, Criteo and Facebook integration checkboxes in order to generate the correct code snippet.
The revised code should be placed just before the closing Step 2 - Generate UUIDs on your website
The Javascript generator we used in the previous step includes all the changes necessary to provide Infinity the pixel ID and read the ID from the global When adding the script to your website pages we recommend placing it as high up the page as possible since the ids it generates need to be available for both the Facebook pixel and Infinity's code, so it needs to be placed before those two elements. Step 3 - Update your Facebook pixel to capture UUIDs
JS ChecklistSince there are 3 code elements on each page of your site that need to work in harmony, let's just recap on the changes that you should have made to your site pages in order to generate and capture the variables we need for the Facebook integration to function correctly.
Step 4 - Configure the integration in Infinity
Multiple Pixels
Having successfully completed the setup process, the final step is to validate that you’re seeing call events being passed into Facebook. Simply navigate to Business Manager, select Events Manager and select your pixel. From the overview tab you should be able to see an activity trace for Infinity Call events, like the one shown below. The core benefits of the integration are as follows:
In this next section we will share how you can unlock all of the incredible conversion data that you are now passing into Facebook from Infinity. Once you have configured the integration, Infinity calls pull through to events manager via the Facebook pixel data source, as shown above. Here you can see a summary of the total number of call events, regardless of campaign. Now that the event is in being pushed into Facebook, we can use it to create audiences and to create custom conversions, all of which can be carried out from this same view in Event Manager, simply by clicking the green Create button in the top right hand corner. Clicking the create button brings up the options shown below, which allow you to create Ads, Custom and Lookalike Audiences and the Create Custom Conversions. We will look at the last option first, Custom Conversions. The event data Infinity sends into Facebook isn’t part of the core data, it’s a custom event. This means that it is not visible in the campaign reporting automatically or by default. We need to create a Custom Conversion in order to make it visible in the reporting. From Events Manager, simply click the green Create button and select Create Custom Conversion. Give your conversion a name – we’d recommend sticking with Infinity Call, your pixel will be pre-selected as the data source, so simply locate the Infinity Call event from the Conversion Event dropdown, add any additional rules and values and click Create to continue. Now we have native reporting of Infinity data in Facebook. You can view calls alongside other data in Facebook, and, mostly importantly, when you look at campaign performance in Ads Manager, when you hover over the Results column, you can now see any Infinity Calls that were driven by that campaign alongside any other events, as shown below. Please note that you do not need to have chosen calls as the outcome of the campaign in order for them to be visible against that campaign. You can, however, decide that you wish to optimise the campaign for that custom conversion. Simply click Edit on the campaign, and adjust the optimisation options towards call. This is great if, for example, you were running a call campaign where end users could ring up to get a special offer. You can now re-optimise for the Infinity call event, since it exists as a custom conversion. Using Audiences You can use audiences in a number of ways, with the two main options being creating a custom audience and a lookalike audience. To create a custom audience, navigate to Events Manager, simply click the green Create button and select Create Custom Audience. Your Facebook pixel will be pre-selected, so simply click the audience dropdown and choose the Infinity Call event as the criteria for the audience creation. You can add to this as you wish, but creating an audience from your callers will allow you to easily create a custom audience of people that you know call, and build a campaign to encourage them to call again, for example. You could also exclude past callers from seeing ads aimed at driving new leads or online conversions, which will help to optimise your online efforts. You can also expand your reach and acquire new customers by building a new lookalike audience or people who you think are likely to call. We anticipate that you can configure the Facebook integration using the instruction provided, but appreciate that there are a few moving parts. The following is a checklist of steps you must have undertaken in order to setup the integration correctly. Details about each step can be found here 1. Secured access to the Facebook Conversions APIYour Facebook account needs to be granted access to the Facebook Marketing API in order to send in events, such as phone calls. It is not enabled by default, you need to contact you Facebook Business Account Manager in order to get your Facebook Ads account whitelisted. 2. Create an Access Token in FacebookYou need to create an Access Token that can be shared with Infinity in order to allow us to send events on your behalf to the Facebook Conversions API. 3. Use the JS Generator in Infinity to update your Infinity code snippetYou need to use Infinity's JS Generator in order to generate a code snippet that includes the Facebook-specific code. This must then be added to every page of your website. 4. Generate UUIDs on your websiteYou need to generate universally unique IDs for every pageview in your website. This code snippet needs to be placed high up the page to ensure it's available to both the Facebook pixel and the Infinity code. 5. Update your Facebook pixel to capture UUIDHaving added the code to generate UUIDs for each pageview, you need to add an additional line of code to your Facebook pixel to capture this UUID and pass it to Facebook. 6. Configure the Integration in InfinityHaving made all the code changes to each page on your site, you can then configure the integration in Infinity, to send events into Facebook. If you encounter difficulties or have any questions, please contact our support team at [email protected] who will be happy to assist you. How do I send an external ID as part of my pixel init call?For example, to send external_id through the Pixel, use the following code: fbq('init', 'PIXEL_ID', {'external_id': 12345}); Read about the other parameters you can pass with Pixel in the Advanced Matching documentation.
What is external ID?An external ID is a custom field that has the External ID attribute, meaning that it contains unique record identifiers from a system outside of Salesforce. When you select this option, the Data Import Wizard detects existing records in Salesforce with external IDs that match those values in the import file.
How do I turn on automatic advanced matching?How To Set Up Automatic Advanced Matching. Go to Events Manager and select your pixel.. Go to the Settings tab.. Under the Details section, select Automatic Advanced Matching.. Select the specific data that you want to send from your website. Facebook suggests selecting email addresses and phone numbers for the best results.. What is manual advanced matching?The advanced matching is an improvement that makes your pixel more robust. It allows Facebook to find additional data on your end-users such as gender, first name, last name, email, phone number, city, or state and use such data to attribute more sales.
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