Set Up Facebook (Meta) Conversion Tracking

Before you start

To follow this SOP to add Standard Events , you need: • Google Tag Manager is installed on your site. If you haven’t done so already, you can follow SOP 004 (web version). If you’re using WordPress, you can follow SOP 065 (web version). Follow SOP 066 (web version) if you’re using Squarespace. • You should also have a Meta Business Suite account for your site. To do that, follow SOP 010 (web version). • You also need to have the Meta (Facebook) pixel on your website. If you don’t have it yet, you can follow SOP 005 (web version). Finally, you’ll need to verify your domain inside Meta Business Suite. To do this, you can follow SOP 97 (web version)

Key steps 27 steps

1. 1 Open Meta Business Suite on your browser by going to Meta Business Suite.
2. 2 On the sidebar, click "All tools" followed by "Events Manager".
3. 3 In the "Events Manager Overview", click "+ Connect Data".
4. 4 Next, click on "Web" followed by the "Next" button.
5. 5 Name your new dataset and hit "Create".
6. 6 Next, click "Set up manually" and hit "Next".
7. 7 Select "Meta Pixel" and hit "Next".
8. 8 Click "See instructions". This will lead you to the code that you'll need to copy. Hit "Finish" to proceed.
9. 9 Copy the base code, which you will need to paste onto your website before the closing header tag "</head>".
10. 10 Open Meta Business Suite on your browser by going to Meta Business Suite.
11. 11 On the sidebar, click "All tools" followed by "Events Manager".
12. 12 In the Event Manager sidebar, select "Data Sources" and then click on the "Settings" tab.
13. 13 Next, scroll down to click "Open event setup tool".
14. 14 Enter your website URL and hit "Open Website". This will tell you if your Meta Pixel was set up properly. To move on, it is recommended to test the events that are happening on your website in real time. Click "Test Events in Events Manager".
15. 15 By now, you will be directed to the "Test events" tab. Scroll down and click "Confirm your website's events are set up correctly" and follow the instructions. It may take up to 30 minutes to see if the events are happening or appearing in your analytics.
16. 16 Open your website using Chrome.
17. 17 Perform the action you want to check if it is being tracked. (e.g. submitting a form, adding a product to a cart, etc.)
18. 18 Click on the Meta Pixel Helper Chrome extension.
19. 19 You should be able to see the name of the conversion that you are tracking, which should appear on the list. Clicking on it will show the conversion parameters. These will be set if they were configured when setting up the event.
20. 20 After you've verified that your conversion is tracked successfully, you'll need to jump to "Setting up conversion tracking with Meta Business Manager" in this SOP.
21. 21 In the Meta Event Manager panel, click "Custom Conversions" on your left sidebar.
22. 22 Click the “Create custom conversion” button.
23. 23 You should now be able to set up all the information regarding what you want to track. Make sure you have selected the correct pixel to work with. The options to be configured here will depend on what you want to track:
24. 24 Click “Create” and your custom conversion is now created successfully.
25. 25 You will see your new custom conversion on the list.
26. 26 If that is the case, simply open a new tab on your browser and open your “Thank you” page or the conversion page you set up before.
27. 27 Wait for 30 seconds. Go back to the Custom Conversion tab, refresh the page and re-check. You should now be able to see this message:

What is inside 33 headings

The document 22 pages

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