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Note: You must have the Facebook Pixel installed on your website in order to pass events into Facebook.
1Log into the WhatConverts Profile you want to pass Facebook Events from. Click "Tracking" in the top menu. Select "Integrations".
2Click "Connect" in the Facebook module. Select "Enabled" and click "Update Integration".
2Go to your website; fully refresh your website (and clear any caching plugins if you have them installed on your website) and submit a new lead to your WhatConverts profile (place a call to the tracking number you see on the page or submit a form that you're currently set up to track).
3Log into Zapier and click "Create Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger Event. Choose or connect your WhatConverts account and click "Continue".
On the Set up trigger page, select "Yes" only for the Lead Types you would like to send to Facebook. Select your profile from the drop down and click "Continue". Select "Test Trigger". Once the test is successful, make sure the lead you are using to set up the Zap is the most recent lead and click "Continue".
Note: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into Facebook.
4Add "Facebook Conversions" as the Action App and "Send Other Event" as the Action Event. Click "Continue.
Connect your Facebook Business account to Zapier and continue to the Set up action page:
Under Source and Destination:
Under Event Info:
Under Customer Information:
If you have additional customer information that you are tracking in WhatConverts that you would like to pass to Facebook, you can also include those where the Facebook template asks.
Click "Continue".
On the Test Action page, click "Test and Continue". Once your test is successful, turn your Zap "On".
If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]
You can use Zapier to pass events back into Facebook as your leads are tracked in WhatConverts.
Note: You must have the Facebook Pixel installed on your website in order to pass events into Facebook.
1Log into WhatConverts. Navigate to the profile you'd like to pass events from. Under Profile, select "Integrations" then "Facebook".
For the Facebook Enabled drop-down, select "On" and click "Update".
2Go to your website; fully refresh your website (and clear any caching plugins if you have them installed on your website) and submit a new lead to your WhatConverts account (place a call to the tracking number you see on the page or submit a form that you're currently set up to track).
3Log into Zapier and click "Make a Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger. Connect your WhatConverts account and continue to the Customize Lead page.
On the Customize Lead page, select "Yes" only for the Lead Types you would like to send to Facebook. Select your profile from the drop down and click "Continue". Select "Test and Review". Once the test is successful, make sure the lead you are using to set up the Zap is the most recent lead and click "Continue".
Note: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into Facebook.
4Add "Facebook Conversions" as the Action App and "Send Other Event" as the Action. Click "Continue.
Connect your Facebook Business account to Zapier and continue to the Set up action page:
Under Source and Destination:
Under Event Info:
Under Customer Information:
If you have additional customer information that you are tracking in WhatConverts that you would like to pass to Facebook, you can also include those where the Facebook template asks.
Click "Continue".
On the Test Action page, click "Test and Continue". Once your test is successful, turn your Zap "On".
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
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