hey there measure geeks julian here and
today my friend and facebook expert from
vertex media cedric
is going to show you how to send an
event into the facebook
ad system via the conversion api and
zapier the conversion api is a new way
to send facebook events into
the ad system now traditionally you
might have done this via the
normal facebook pixel that you install
on your site but how can you send data
from places where you can't install a
pixel like
a google phone and that's exactly what
cedric is going to show us today
so cedric take it away
thanks julian hey my name is cedric and
in this video i will be showing you how
to set an event
using the facebook conversion api and in
this video i'll be showing you how to do
it
using zap here so now let me share my
screen and i'll show you how to do it
so i'm going to be starting in my zapier
account and i'm going to create this app
now we need to add a trigger so the
trigger is actually going to be the
place where you're pulling
the data from in order to send it to the
facebook conversion api
so in this example i'm actually going to
be using a google form and
when i submit the form it's gonna add
automatically this information that i
have in the form
in this demo spreadsheet and that's
exactly where i'll be pulling the data
from
so you might use activecampaign as your
trigger or if you use hotspot you might
use hubspot
but it doesn't really matter as long as
you're pulling that information that we
need
in order to send it to the conversion
api and i'll show you exactly
what that information in just a second
so i'm going to click on google forms
and i'm going to
trigger this when a new response
in a spreadsheet just choosing my
account
i'm going to choose a spreadsheet and
that's my spreadsheet demos app here
and the worksheet form response
now i'm going to submit the form
and if we look here the value has been
added so i am submitting the time stamp
and this time stamp is in unix seconds
of the actual event
the first name the last name email phone
number
address city province country
postal code and value so those are all
the different parameters
that i have in this google sheet
i'm going to hit continue
test the trigger and perfect we can sort
of see the information is appearing here
so i'm going to click continue
now what we need to do is we need to
tell zapier that we want to send this
information to the facebook conversion
api
so i'm going to type facebook
conversions and make sure you click this
one here facebook conversions and not
facebook offline conversions
as those are two different things
in this example i am sending an event
and i'm sending that event when a user
purchased something
so i'm going to click on send purchase
event but if you want to send something
like a lead event
obviously you would send deleted event
right below here
but i'm going to be sending a purchase
event i just need to sign in to facebook
hit continue now i'm going to need to
pick my action source
so for this demo we're going to pretend
that someone went on the website
and then purchased an item so this
action happened on my website so i'm
going to choose the website option
now i'm just going to choose my business
account associated
with the pixel that we want to send the
information to
and i'm going to choose my pixel i'm
going to choose my demo pixel
now this is where we need to add the
event information
so we're going to need to start by
adding the event time but please keep in
mind that the event time
needs to be in this format here
so it needs to be a timestamp but a
unique
timestamp in seconds so if i click here
and click timestamp it's going to get
added into the
event info of my zap one thing they're
saying here is that if this is empty
when your zap
fires they will automatically add a time
stamp
in this box but if you read facebook's
documentation
they actually don't recommend that
especially if you're using
a lower zapier plan because sometimes
there could be a delay of up to 15
minutes
and facebook is really clear in your
documentation
that the event time needs to be the
exact time
in seconds of when the event happened on
your website or in your app
so using the timestamp of the zap is not
best practice now the event id
so this is actually what you can use to
remove duplicates
when sending the same event from more
than one source
so if you are sending something like a
purchase event
via the facebook conversion api exactly
like what we're doing today
but you also want to send an event for a
purchase event using the facebook pixel
via the browser will you actually need
to add an event id
that is unique so that facebook when
they see those two events coming in
they can see that this is the same id
but in this example
i'm not going to be adding an event id
and if you are not also adding an event
id
make sure that you're not sending a
purchase event
if you're sending a purchase event via
the api or if you're sending a lead via
the api make sure that you're also
you're also not sending that lead event
via the browser because if not there's a
chance that you might duplicate your
data
the event source url this is where the
web event occurred
so this is where you could potentially
put that page where the user converted
i'm not going to put anything because
this is a demo but this is where you
would add it
the test event code so that's important
that you add that there
because this is how we're going to make
sure that our zap is working correctly
so i'm going to go in events manager
if you're not too sure how to get there
if you click this business tools and
events manager
is going to bring you to this page and
make sure that you have the right pixel
selected
and for me it's the demo pixel and
before we get the test event code we're
actually gonna
connect our events manager to
zap here click on settings and i'm gonna
scroll all the way down
and i'm looking for the conversion api
and you're gonna have to choose a
partner as you can see
for me it's already connected to zap
here but if you would choose a partner
you would click on zap here and then
you would just click connect and then
automatically is going to close and
you'll see that
under connected partners zapier will be
there once it's connected you're going
to go to test event
and if you scroll and if you look at the
right here this is actually where you
can get the code
to test server events so we're going to
click to copy it
go back in my zap and i'm going to add
the event code here
one thing worth mentioning is that this
code
can only be there when you're testing
and reviewing your zap
so when it's time to actually launch
this app and i'm going to click the on
button
before i do that i'm going to actually
go back to this section and remove the
test code
okay so please remember that when your
zap is on
the test event code should not be there
out of ads delivery optimization they're
saying
select true if the event should only be
used for attribution
so in this example i don't want that so
i'm not going to set it to true
and data processing options data
processing options country and data
processing options state
those are not things that i will be
adding in this video because it's a demo
but if that's something that you want to
add this is where you go to add it
now customer information this is where i
simply have to pick
the values that i have in my google
sheet so
email phone number
and i'm just going down the list and
making sure that the email here
matches what we see in the email
okay well i've added the different
values that i have in my google sheet
the rest that we see here are other
options that you can pass on to facebook
but i don't have that since this is a
demo but if you do have this information
i recommend that you add it because it
will help
with the quality match rate and that is
facebook's ability to match the
information that you are sending via the
conversion api
to an actual facebook account
and if you go here and you set this to
true you can actually unlock more fields
like date of birth gender and a few more
but again i don't have that information
so i'm just gonna skip this
the value i do have that so i'm gonna
add that
currency i'm just going to set it to
canadian
so the content id so this is the content
id associated with the events such as a
product skus for item
in an add to cart event the content name
could be the name of the page
or product associated with the event so
here they're giving you an example
lettuce content category and this is the
category
that the content is associated with the
event
so i don't have this information because
again it's a demo
but if you do have it and you want to
send it to facebook you can simply add
it here
and you can also add additional data so
if i click this link
facebook is going to tell you what are
all the custom data parameters that you
can send to the platform
i'm going to hit continue
and now if i scroll down here i can
click
test and review and if i set this up
correctly we should be able to see
a purchase event coming from the server
using the conversion api
so we're going to get test and review
and now it says a purchase event was
sent to the facebook conversions just
now
so let's take a look events manager
and perfect we can see that we've
actually sent a purchase event
and if i click here we can see that we
have a value of 30
the currency is canadian the action
source happened on the website
and you can see all the user data keys
so the city the email the first name
last name phone state and the zip code
and to confirm this is a server event if
i click on server
you can see that it was only received
from the server and now the browser
and now it's time to turn on my zap so
i'm going to go back to zap here
i'm going to click on setup action i'm
going to scroll and i'm
looking for the test event code and
remember
we want to delete that because we don't
want to have that in there when earns
app is on
i'm going to scroll all the way down and
hit continue
[Music]
and we're not going to retest it because
we just removed our test code
so i can just go and publish this app
and perfect we now have a zap that gets
triggered every time someone submits a
form
in the little form i created and it
sends all that information
to the facebook server using the
conversion api
all right thanks cedric for showing us
this technique now as he has mentioned
this was more for demo purposes
on how to be able to send data into the
conversion api vias appear
in real life you might be doing this in
a different way server side tracking can
be multifault you could use for example
gtm server side to send the data
into the conversion copy or you could
also use
um a script that you have written
yourself on your server
that sends that data over but if you
found this video helpful i'd love for
you to hit that
thumbs up button so we can get some
algorithm love for this video
and if you're interested in creating
some cool tracking with the facebook
pixel
check out this video right over here
where ahmad is going to give you a
complete guide
on how to get started using it now my
name is julian
till next time