{"id":26063,"date":"2021-03-04T13:08:48","date_gmt":"2021-03-04T13:08:48","guid":{"rendered":"https:\/\/test.leadsbridge.com\/?p=24756"},"modified":"2021-11-09T10:06:13","modified_gmt":"2021-11-09T10:06:13","slug":"how-to-setup-facebook-conversions-api","status":"publish","type":"post","link":"https:\/\/leadsbridge.com\/blog\/how-to-setup-facebook-conversions-api\/","title":{"rendered":"How to setup Facebook Conversions API &#8211; Benefits and more"},"content":{"rendered":"<p data-pm-slice=\"1 1 []\"><a href=\"#\">Advertising is all about timing<\/a>. You need to reach out at the perfect time, on the ideal platform, and to the right people. It\u2019s an art to say the least, and one that not a whole lot of people have mastered. This is where Facebook Conversions API comes in handy.<\/p>\n<p>Facebook Conversions API (or CAPI, as it\u2019s been called) is a powerful tool with loads of possibilities. With that said, we\u2019ve already covered<a href=\"https:\/\/leadsbridge.com\/blog\/guides\/facebook-conversions-api\/\"><u> everything you need to know about Facebook Conversions API<\/u><\/a>.<\/p>\n<p>The purpose of this article is a little different in the fact that we now want to go over how to set up Facebook Conversions API and provide some use cases with how people are using CAPI with LeadsBridge integrations to get the absolute most out of their incoming marketing data. Along the way, we will discuss some helpful details. Let\u2019s start with the basics.<\/p>\n<h2>The benefits of Facebook\u2019s CAPI<\/h2>\n<p>In truth, there are many benefits to Facebook\u2019s Conversions API. As we discussed at the beginning of this article, CAPI is capable of letting you share data directly from your server to Facebook\u2019s. Sharing data like this allows you to do a number of things:<\/p>\n<ul class=\"ak-ul\">\n<li><strong>Accurately measure actions in multiple ways &#8211; <\/strong>With CAPI, you can share things like delayed values and user\/lead scores so that you can use them for further optimization with Facebook\u2019s other tools.<\/li>\n<li><strong>Improve targeting data accuracy with measurements and optimizations when paired with Pixel.<\/strong><\/li>\n<li><strong>Gain complete control over the data you share &#8211; <\/strong>CAPI is designed specifically to give you complete control over what data you share and when you share it when implemented separately from Facebook\u2019s Pixel.<\/li>\n<\/ul>\n<p>This is all made possible because server events are linked to your pixel and behave like browser events. This is how they do it:<\/p>\n<ul class=\"ak-ul\">\n<li>They\u2019re used for the same ad optimization, including conversion and value.<\/li>\n<li>They appear on almost all of the same surfaces. Two of which include <a href=\"https:\/\/www.facebook.com\/business\/tools\/ads-manager\"><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"c63e1de8-7a51-4676-b63a-5b765c9f05e9\">Ads Manager<\/span><\/a><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"c63e1de8-7a51-4676-b63a-5b765c9f05e9\"> and <\/span><a href=\"https:\/\/www.facebook.com\/business\/help\/898185560232180?id=1205376682832142\"><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"c63e1de8-7a51-4676-b63a-5b765c9f05e9\">Events Manager<\/span><\/a><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"c63e1de8-7a51-4676-b63a-5b765c9f05e9\">.<\/span><\/li>\n<li>They abide by the same controls and restrictions implemented by Facebook, like with the Off-Facebook Activity tool and the <a href=\"https:\/\/www.facebook.com\/legal\/technology_terms\"><u>Facebook Business Tool Terms.<\/u><\/a><\/li>\n<\/ul>\n<p>When using Facebook\u2019s Conversions API along with another tool from Facebook\u2019s arsenal, you have the ability to gain massive insight that would otherwise be impossible.<\/p>\n<p>It is important to note that with the <a href=\"https:\/\/leadsbridge.com\/blog\/facebook-ads-tips\/facebook-pixel-updates\/\"><u>iOS 14 update<\/u><\/a>, it will be required of apps in the App Store to ask for specific permission before using customer\u2019 data. This will take form as an in-app prompt that will detail how the data is being used, and give the user explicit permission to opt-out if they want to.<\/p>\n<p>That being said, advertising and marketing as we know it is changing drastically. With the implementation of the <a href=\"https:\/\/leadsbridge.com\/blog\/guides\/gdpr-and-facebook-all-you-need-to-know-to-keep-advertising-safely\/\"><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"fa77d0f0-c0ff-40b8-839b-0c759c4285b1\">GDPR\u2019s data privacy laws and regulations<\/span><\/a>, businesses can no longer rely on cookie-based tracking, and instead must revert to server-side tracking.<\/p>\n<p>This is where Facebook pixel + CAPI come into play. Although it\u2019s uncertain exactly how this will immediately affect the marketing industry, it is almost guaranteed to make it evolve quickly. Facebook\u2019s solution to this is, of course, server-side tracking with their lineup of tools.<\/p>\n<h2>How to connect your data with Facebook\u2019s Conversions API<\/h2>\n<p>There\u2019s a lot of information above. It\u2019s easy to see how important CAPI is and will continue to be in the marketing world. But, how do you connect your data with Facebook\u2019s Conversion API? All-in-all, there are 2 ways:<\/p>\n<h3>Direct connection<\/h3>\n<p>With a direct connection, there are pros and cons to weigh:<\/p>\n<ul class=\"ak-ul\">\n<li><strong>Pro <\/strong>&#8211; Full control over your connection. No middle man and complete customization capabilities.<\/li>\n<li><strong>Pro <\/strong>&#8211; Direct connection could mean saving money when it comes to upkeep.<\/li>\n<li><strong>Con <\/strong>&#8211; Requires access to server codebase and in-house developer resources.<\/li>\n<li><strong>Con <\/strong>&#8211; Requires setup and management of customer information parameters<\/li>\n<\/ul>\n<h3>Partner connection<\/h3>\n<p>Using a partner connection means using a platform like LeadsBridge to provide an integration between CAPI and a data destination.<\/p>\n<ul class=\"ak-ul\">\n<li>Using a partner like LeadsBridge gives you a much faster set-up and a turn-key feel, allowing you to skip all the technical aspects of connecting CAPI, and jumping right to collecting lead data.<\/li>\n<li>When using a partner, you have access to a team of experts that keep up with anything and everything related to CAPI, again allowing you to focus on what\u2019s most important to you: New leads.<\/li>\n<li>One of the only downsides to this approach is that you don\u2019t have full control, nor do you have customization options. Instead, you have a quick and easy connection made by an intuitive tool, allowing you to focus your efforts on your expertise.<\/li>\n<li>Although a direct connection (at face value) is free, it can cost a decent amount when it comes to maintaining. With LeadsBridge, with your monthly or annual subscription, you will have full access to experts, ready to help you at any time.<\/li>\n<\/ul>\n<h2>How does LeadsBridge help with Facebook\u2019s CAPI?<\/h2>\n<p>At LeadBridge, we pride ourselves on easy and helpful integrations with your marketing stack. One of those integrations being CAPI.<\/p>\n<p>The biggest setback any marketer can face is the need for repetitive, manual, and time-consuming tasks. We aim to fix that. With simple integration, you can forget about manually importing CSV files every few days, and get the important marketing data instantly.<\/p>\n<p>By <a href=\"https:\/\/leadsbridge.com\/integrations\/facebook-conversions-api\/\"><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"697ecc2e-a328-4cb7-afb2-f5092448ab99\">automating your Facebook CAPI experience<\/span><\/a>, you\u2019re able to jump on lead data as soon as it comes in, giving a boost to their journey through the funnel, and giving you precious insight throughout the entire process.<\/p>\n<p>Since LeadsBridge is an official Facebook Marketing Partner, you\u2019re guaranteed the best service with direct support and data straight from Facebook themselves.<\/p>\n<h2>\u00c2\u00a0<span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"3baa3bf9-8fde-4cb7-834b-8b347d835be6\">How to setup Facebook Conversions API with LeadsBridge<\/span><\/h2>\n<p>Just like any integration on LeadsBridge, it really only takes a few clicks. The first thing you\u2019ll want to do is login to your LeadsBridge account. If you don\u2019t have one, don\u2019t worry, you can check out all of our <a href=\"https:\/\/leadsbridge.com\/pricing\/\"><u>pricing packages here.<\/u><\/a><\/p>\n<p>Once you\u2019re signed up and signed in, you\u2019ll be taken to the main dashboard, and it will look something like this:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24759 \" src=\"https:\/\/d3pef22pb68mhq.cloudfront.net\/wp-content\/uploads\/2021\/03\/04094054\/LEadsBridge-walkthrough.png\" alt=\"LEadsBridge-walkthrough\" width=\"959\" height=\"361\" \/><\/p>\n<p data-pm-slice=\"1 1 []\">As you can see on the left-hand side, highlighted in blue, it says \u2018Bridges\u2019. This is where we will begin creating the <a href=\"https:\/\/leadsbridge.com\/documentation\/my-crm-example\/facebook-conversions-api\/\"><span class=\"fabric-editor-annotation\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"265bbd67-d17d-4ba9-b6b6-8a8939ba825f\">connection between Facebook Conversions API and your CRM<\/span><\/a>. To start, simply click \u2018Add New\u2019.<\/p>\n<p>Now, a new pop-up will appear in the middle on the screen, and it\u2019ll be time to start working on your data source and destination.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-24757\" src=\"https:\/\/d3pef22pb68mhq.cloudfront.net\/wp-content\/uploads\/2021\/03\/04093853\/Leadsbridge-lets-start.png\" alt=\"Leadsbridge-let's-start\" width=\"966\" height=\"487\" \/><\/p>\n<p data-pm-slice=\"1 1 []\">First, you\u2019ll want to name this bridge. If you only plan on making 1 bridge, this really isn\u2019t all that important. But, for the sake of finding it among several bridges, it\u2019s best to name it thoroughly so that it can be found later.<\/p>\n<p>Below that field, you can also add tags to this bridge. Again, not 100% necessary, but it is there to help you identify this bridge later.<br \/>\nNow, you\u2019ll want to select a data source. This will be the place where data is collected and imported from. For this case, we will select Facebook Lead Ads.<\/p>\n<p>Next, you\u2019ll want to select a data destination. Once all the data is collected, it needs to be sent somewhere. In this case, your CRM is what you would choose. We provide <a href=\"https:\/\/leadsbridge.com\/integrations\/categories\/crm\/\">easy integrations with most of the major marketing CRMs<\/a> out there. But, if you don\u2019t see yours listed, let our customer service team know. It\u2019s possible that we can create a tailor-made integration just for you.<\/p>\n<p>Once all that information is filled in, select the blue \u2018Next\u2019 button at the bottom right.<\/p>\n<h3>Setting up the data source<\/h3>\n<p>Now you\u2019ll see a new pop-up, asking for information about Facebook. The form will look something like this:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-24758\" src=\"https:\/\/d3pef22pb68mhq.cloudfront.net\/wp-content\/uploads\/2021\/03\/04093931\/Facebook-information.png\" alt=\"Facebook-information\" width=\"946\" height=\"371\" \/><\/p>\n<p data-pm-slice=\"1 1 []\">Here, you\u2019ll fill in all your important Facebook data that can only be found on your Facebook account. If you haven\u2019t used LeadsBridge before, then the top field will automatically be empty. If you click the box to the bottom right of that top field, you\u2019ll be asked to fill out the information about your Ad Account on Facebook. But, once that information is filled in, it will always be there for you to select in the future.<\/p>\n<h3>Setting up the destination<\/h3>\n<p>Now that we have set up the data source, it\u2019s time to configure the destination. Depending on where you want to send the data collected by CAPI, this screen might look slightly different. Essentially, you\u2019re going to need to name the destination and then select a new segment from the drop-down tab.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24760\" src=\"https:\/\/d3pef22pb68mhq.cloudfront.net\/wp-content\/uploads\/2021\/03\/04094254\/Destination-2_LI.jpg\" alt=\"Destination 2_LI\" width=\"947\" height=\"559\" \/><\/p>\n<p data-pm-slice=\"1 1 []\">Now, if you so choose, you can receive email receipts with each incoming lead. In order to set this up, make sure it says \u2018yes\u2019 next to active. Then, simply input the email address you want them receipts to go to, and create a subject line for those emails.<\/p>\n<h3>Fields mapping<\/h3>\n<p>Configuring the field for any form that the leads need to fill out is very important. As you can see by this image below, it can be as simple or as complex as you need it to be.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24761\" src=\"https:\/\/d3pef22pb68mhq.cloudfront.net\/wp-content\/uploads\/2021\/03\/04094336\/custom-fiealds-2.jpg\" alt=\"custom fiealds 2\" width=\"957\" height=\"491\" \/><\/p>\n<p data-pm-slice=\"1 1 []\">A good piece of advice in this sense would be to make it as simple as you possibly can. Any sort of unnecessary friction can easily send a potential lead packing. You can start with the basics like name, email, and phone number, and then add a custom field if needed.<\/p>\n<h3>Testing the CAPI integration<\/h3>\n<p>Once all is said and done, you can test your new integration in your LeadsBridge dashboard. If you want, you can choose to test the integration with either a new (made-up) lead or an existing one. For the sake of this article, we\u2019ll make one up.<\/p>\n<p>And once you input all that information, simply click the blue, test-now button. Now head over to your inbox, and see if all the information has been sent. If the integration was set-up correctly, you should have an email describing all the information you put in in the testing stage.<\/p>\n<p>Just like that, your integration is ready to go live, and you\u2019re ready to receive new leads!<\/p>\n<h2>Conclusions and takeaways<\/h2>\n<p>This whole <a href=\"https:\/\/www.marketingweek.com\/future-marketing-cookie-less-world\/\">cookie-less marketing<\/a> world is a fairly new idea as of writing this article. Although we\u2019ve been well aware of the importance of server-side tracking and tools like Facebook\u2019s Conversions API, the effects of the new data regulations have really just started to get serious.<\/p>\n<p>As a marketer, there\u2019s no need to worry. Although things will change as we know them, that doesn\u2019t mean we won\u2019t be able to do our jobs. With tools like Facebook\u2019 CAPI and LeadsBridge, all the headache of cookies and accurately tracking customer data can be left alone. For you, all you really need to worry about is setting up an integration ASAP. But, as we\u2019ve explained above, it&#8217;s easy, too.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<div class=\"card card-ebook card--t2\" style=\"margin: auto;\"><a href=\"https:\/\/lp.leadsbridge.com\/unlock-the-power-of-facebook-conversions-api\"><img decoding=\"async\" style=\"border: none;\" src=\"https:\/\/d3pef22pb68mhq.cloudfront.net\/wp-content\/uploads\/2021\/01\/27170546\/facebook-conversions-api.png\" alt=\"Get access now and Unleash the Power of new Facebook Conversions API\" width=\"800\" height=\"300\" \/><\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Advertising is all about timing. You need to reach out at the perfect time, on the ideal platform, and to the right people. It\u2019s an art to say the least, and one that not a whole lot of people have mastered. This is where Facebook Conversions API comes in handy. Facebook Conversions API (or CAPI, [&hellip;]<\/p>\n","protected":false},"author":23,"featured_media":26102,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","footnotes":""},"categories":[1],"tags":[],"industry":[],"class_list":["post-26063","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"featured_image_src":"https:\/\/leadsbridge.kinsta.cloud\/wp-content\/uploads\/2021\/05\/FACEBOOK-CONVERSION-API-How-to-1.jpg","author_info":{"display_name":"Zachary McDaniel","author_link":"https:\/\/leadsbridge.com\/blog\/author\/mcdaniel\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to setup Facebook Conversions API<\/title>\n<meta name=\"description\" content=\"Learn how to setup Facebook Conversions API and the benefits of integrating it with your favorite marketing tools via LeadsBridge.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/leadsbridge.com\/blog\/how-to-setup-facebook-conversions-api\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to setup Facebook Conversions API\" \/>\n<meta property=\"og:description\" content=\"Learn how to setup Facebook Conversions API and the benefits of integrating it with your favorite marketing tools via LeadsBridge.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/leadsbridge.com\/blog\/how-to-setup-facebook-conversions-api\/\" \/>\n<meta property=\"og:site_name\" content=\"LeadsBridge\" \/>\n<meta property=\"article:published_time\" content=\"2021-03-04T13:08:48+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-11-09T10:06:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/leadsbridge.kinsta.cloud\/wp-content\/uploads\/2021\/05\/FACEBOOK-CONVERSION-API-How-to-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"628\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Zachary McDaniel\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Zachary McDaniel\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/leadsbridge.com\\\/blog\\\/how-to-setup-facebook-conversions-api\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/leadsbridge.com\\\/blog\\\/how-to-setup-facebook-conversions-api\\\/\"},\"author\":{\"name\":\"Zachary McDaniel\",\"@id\":\"https:\\\/\\\/leadsbridge.com\\\/#\\\/schema\\\/person\\\/f0346ec1e660a49985e40bedb4d42158\"},\"headline\":\"How to setup Facebook Conversions API &#8211; 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