Facebook online conversions

This integration is in beta

The‍
Facebook online conversions
integration is currently in beta.
As with all beta tests, not everything will be perfect. If you run into any issues, please submit a support ticket.

In 2021, Facebook released their Online Conversions API (known as CAPI) to help enable retailers and brands to truly understand the return on investment (ROI) of their advertising by linking their marketing metrics with their Facebook advertising metrics.

With Lexer, setting up this API is now easier than ever!

By entering the Pixel ID of your Facebook Business account into the Lexer Hub, you can send events to Facebook to help understand your conversion attribution.

Lets just pause here to note the difference between the online (this article) and offline versions of the API. The offline version helps link physical sales to Facebook advertising (you can read about it here). The two versions are meant to be complementary.

Integration in a nutshell

Here's a summary of how Facebook integrates with Lexer:

Direction

What direction does the data flow?

⬜️ Data in: N/A - Lexer does not take in data from the conversions API

✅ Data out: Transaction and personal data for Facebook to match.

Type

Lexer’s integration with this product allows you to pull data into the hub from these sources.

✅ Conversions

Source method

How the system connects with Lexer.

N/A

Destination method

How Lexer connects with the system.

✅ API

Status

Is this integration live and working?

Full Release

Lexer product compatibility

What Lexer products is the integration compatible with?

✅ Activate

⬜️ Compare

⬜️ Listen

⬜️ Respond

⬜️ Segment

⬜️ Serve

⬜️ Track

Attributes

No attributes will be created as part of this integration.

Attributes

This integration allows for some flexibility, the output of the integration depends on your available data and what you send through to Lexer. In addition, your attributes could be named in a different way to other clients. If you would like a list of attributes related to this integration, please email your Success Manager.

Attributes

What attributes are created when integrated with Lexer?

Attributes

These are the standard attributes Lexer can create when you connect this integration, however, this will depend on the data available and what you're sending through to Lexer. Also note, your attributes may be named differently.
If you have any questions, or would like to discuss any custom options, please reach out to your Success Manager.

Connecting your Facebook Business account

To start sending events to Facebook from within your Lexer Hub, you'll need your:

  1. Facebook Business account name and ID.
  2. Your Facebook Pixel ID.
  1. In the Manage > Integrations tab on the Lexer Hub, select Facebook Business.
  2. Click Integrate Facebook Ads.
  3. A popup will appear for you to login to Facebook. Enter your business account details.
  4. If login is successful your account should appear on the right.
The final step!
Once you've added the details of your Facebook Ads account to the Facebook Ads tile in the Hub, please contact your Success Manager, or Lexer Support (support@lexer.io) to complete your Facebook Ads setup and configuration.

Setting up your online conversion event set

Next, you can set up an online conversion using your Pixel ID.

To find out more about Facebook Pixel and where to find your Pixel ID, please see Facebook’s help article to create and install a Pixel here.

  1. Continuing with your integration set up, click New Online Event Set.
  2. Another sidebar will appear on the right. Specify:
    1. The activation name.
    2. The Dataset. This should be the data set that holds your transaction data. If you have multiple datasets, you should set this to your first-party data.
    3. Your Pixel ID (see article linked above from Facebook).
  3. You may choose to Send Custom Data Fields to Facebook. If you wish to explore this, please contact your Lexer Success team member to set this up. Once that process is complete, check this box. Otherwise, please leave this unchecked.
  4. Check the box to Enable Limited Data Use (LDU) for CCPA Compliance. Facebook no longer accepts data that does not comply with CCPA, so this check box is mandatory.
  5. Check the Run Activation Daily check box (we recommend doing this until you no longer need the event set).
  6. Save the configuration. The activation will start to run. Once complete, the data will be pushed to Facebook.

Meta Business Suite permissions

The last step to make sure you have the full functionality of the Facebook integration is to provide full access to the staff members that will manage the integration. If they will need to reintegrate the account or change any settings relating to the integration, its probably a good idea to provide them with these permissions. To be able to do the following steps you will need to have Meta Business Suite admin access.

Please note
Meta might make some changes to the look and function of the Meta Business Suite. Please get in touch if you notice anything not working as it should.

        1. Login to your Meta Business Suite.

        2. Click on the All tools hamburger icon on the left side of the page.

        3. Click on the Settings tool.

        4. Once you've opened up settings, click on People.

        5. Click on the user you want to provide the relevant settings.

        6. Finally, provide the user Full control and Save.

Send a once-off activation

The most common use case for these activations is to run this activation daily. You can however run this activation as a once off activation if this better suits your needs. To do this, simply uncheck the "Run this activation daily?" checkbox when setting the activation up or edit it once set up to stop it running daily (you can find this using the steps above). Make sure to click save on the activation.

Lexer tip!
Facebook currently only accepts online event data (including transactions) from the last 7 days. If any of your data is older than 7 days, you will receive an error. To avoid this, it would be best to: Ensure the Run Activation Daily box is checked (as in Step 5). Check that your transaction data comes to the Hub in a timely manner (most Hubs update overnight).

If you run into any issues, you can contact our Support team using the chatbot in the bottom right of the page.

Facebook error messages
For more information about Facebook specific error messages, check out their Error Codes.

That's a wrap!

You're all set to send data to Facebook from your Lexer Hub. We've covered everything you need to know, from the basics of Facebook to its incredible benefits and activation process. If you ever feel stuck or have any questions, don't hesitate to reach out to Lexer Support. Simply click on the chat bot in the bottom right corner of your browser, and we'll be there to help you every step of the way. You've got this!

Updated:
April 28, 2024
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