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How to set up a Funnel Event Pixel for Facebook Conversion API?

Facebook Conversions API (or CAPI) is designed to help businesses deliver personalized advertising experiences to customers and audiences, all while maintaining data privacy.

5 min read1,077 words32 explained imagesUpdated Tue, 30 Jun at 10:36 AM
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  1. How to set up Meta CAPI (Conversions API) Funnel Event?
  2. Step 1: Create an Meta Pixel/Dataset:
  3. Step 2: Apply Pixel Code to your Funnel/Website
  4. Step 3: Create a Meta Conversions API Workflow
  5. Custom Values:

Facebook Conversions API (or CAPI) is designed to help businesses deliver personalized advertising experiences to customers and audiences, all while maintaining data privacy. This tool lets you send web events directly to Facebook from their respective servers. If you use a Facebook Pixel to track events for your ads, you will want to add the Pixel code to your funnel and funnel steps.

Covered in this Article:


How to set up Meta CAPI (Conversions API) Funnel Event?

Step 1: Create an Meta Pixel/Dataset:

  1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
  2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    Step 2 of 19: Ensure you are connected to the correct Ad Account with all the… What this shows Step 2 of 19: Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. What this shows Shows what this covers for step 2 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 2 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you ensure you are connected to the correct Ad Account with all the required Access to that FB Page. The next step is to head over to the left sidebar and then click on Connect Data Sources. Step 2 of 19Image 1 of 32 What this coversEnsure you are connected to the correct Ad Account with all the required Access to that FB Page.
    Buttons and menus referenced Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.Overview
    Next stepHead over to the left sidebar and then click on Connect Data Sources
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. this image
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  3. Head over to the left sidebar and then click on Connect Data Sources
    Step 3 of 19: Head over to the left sidebar and then click on Connect Data Sources What this shows Step 3 of 19: Head over to the left sidebar and then click on Connect Data Sources What this shows Shows where to go for step 3 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 3 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you head over to the left sidebar and then click on Connect Data Sources. The next step is to choose Web in the options that show up, and then click on next. Step 3 of 19Image 2 of 32 Where to goHead over to the left sidebar and then click on Connect Data Sources
    Buttons and menus referenced Connect Data SourcesEvents ManagerWeb.Create new PixelContinueCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.Overview
    Next stepChoose Web in the options that show up, and then click on next.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources this image
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  4. Choose Web in the options that show up, and then click on next.
    Step 4 of 19: Choose Web in the options that show up, and then click on next What this shows Step 4 of 19: Choose Web in the options that show up, and then click on next. What this shows Shows what to choose for step 4 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 4 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you choose Web in the options that show up, and then click on next. The next step is to if you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. Step 4 of 19Image 3 of 32 What to chooseChoose Web in the options that show up, and then click on next.
    Buttons and menus referenced Web.Events ManagerConnect Data SourcesCreate new PixelContinueCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.Overview
    Next stepIf you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next. this image
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    Step 5 of 19: If you already have pixels, it will ask you to choose between them or… What this shows Step 5 of 19: If you already have pixels, it will ask you to choose between them or create a new pixel. What this shows Shows what to choose for step 5 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 5 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you if you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. The next step is to it will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code. Step 5 of 19Image 4 of 32 What to chooseIf you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    Buttons and menus referenced Create new PixelContinueEvents ManagerConnect Data SourcesWeb.Check.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.Overview
    Next stepIt will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. this image
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
    Step 5 of 19: If you already have pixels, it will ask you to choose between them or… What this shows Step 5 of 19: If you already have pixels, it will ask you to choose between them or create a new pixel. What this shows Shows what to choose for step 5 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 5 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you if you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. The next step is to it will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code. Step 5 of 19Image 5 of 32 What to chooseIf you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    Buttons and menus referenced Create new PixelContinueEvents ManagerConnect Data SourcesWeb.Check.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.Overview
    Next stepIt will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. this image
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    Step 6 of 19: It will then ask you to provide the URL of the CRM's website/funnel… What this shows Step 6 of 19: It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code. What this shows Shows what to fill in for step 6 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 6 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you it will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code. The next step is to please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button. Step 6 of 19Image 6 of 32 What to fill inIt will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    Buttons and menus referenced Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.Overview
    Next stepPlease add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code. this image
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    Step 7 of 19: Please add in the domain of the funnel/website where you will later… What this shows Step 7 of 19: Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. What this shows Shows what to click for step 7 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 7 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button. The next step is to it will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API. Step 7 of 19Image 7 of 32 What to clickPlease add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    Buttons and menus referenced Check.NextCheckEvents ManagerConnect Data SourcesWeb.Create new PixelContinueChoose how to connect your website.Meta Pixel and Conversions API.Overview
    Next stepIt will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button. this image
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  8. It will then show you a popup asking you to Choose how to connect your website.  Choose the first option, Meta Pixel and Conversions API.
    Step 8 of 19: It will then show you a popup asking you to Choose how to connect your… What this shows Step 8 of 19: It will then show you a popup asking you to Choose how to connect your website. What this shows Shows what to choose for step 8 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 8 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you it will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API. The next step is to after this you will be see the Instructions. Click on "See Instructions" under Conversions API. Step 8 of 19Image 8 of 32 What to chooseIt will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    Buttons and menus referenced Choose how to connect your website.Meta Pixel and Conversions API.Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheckOverview
    Next stepAfter this you will be see the Instructions. Click on "See Instructions" under Conversions API
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API. this image
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    Step 9 of 19: After this you will be see the Instructions. Click on "See… What this shows Step 9 of 19: After this you will be see the Instructions. What this shows Shows what to click for step 9 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 9 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you after this you will be see the Instructions. Click on "See Instructions" under Conversions API. The next step is to it will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue. Step 9 of 19Image 9 of 32 What to clickAfter this you will be see the Instructions. Click on "See Instructions" under Conversions API
    Buttons and menus referenced Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.Overview
    Next stepIt will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API this image
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    Step 10 of 19: It will take you to the Overview tab for the Manual Implementation… What this shows Step 10 of 19: It will take you to the Overview tab for the Manual Implementation process. What this shows Shows what to click for step 10 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 10 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you it will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue. The next step is to you will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client. Step 10 of 19Image 10 of 32 What to clickIt will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    Buttons and menus referenced OverviewManual ImplementationContinue.Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheck
    Next stepYou will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue. this image
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    Step 11 of 19: You will then be taken to the Select Events tab. You will see a… What this shows Step 11 of 19: You will then be taken to the Select Events tab. What this shows Shows what to choose for step 11 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 11 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you you will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client. The next step is to then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue. Step 11 of 19Image 11 of 32 What to chooseYou will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    Buttons and menus referenced Select EventsEvents ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.
    Next stepThen it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client. this image
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    Step 12 of 19: Then it would be best to choose the events you want to send to… What this shows Step 12 of 19: Then it would be best to choose the events you want to send to Facebook. What this shows Shows what to choose for step 12 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 12 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue. The next step is to you will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right. Step 12 of 19Image 12 of 32 What to chooseThen it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    Buttons and menus referenced ContinueEvents ManagerConnect Data SourcesWeb.Create new PixelCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.Overview
    Next stepYou will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue. this image
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    Step 13 of 19: You will be taken to the Select Parameters tab, where a few Event… What this shows Step 13 of 19: You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. What this shows Shows what to choose for step 13 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 13 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you you will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right. The next step is to then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name. Step 13 of 19Image 13 of 32 What to chooseYou will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    Buttons and menus referenced Select ParametersEvent Detail ParametersEvent ID,Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheck
    Next stepThen, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right. this image
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
    Step 13 of 19: You will be taken to the Select Parameters tab, where a few Event… What this shows Step 13 of 19: You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. What this shows Shows what to choose for step 13 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 13 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you you will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right. The next step is to then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name. Step 13 of 19Image 14 of 32 What to chooseYou will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    Buttons and menus referenced Select ParametersEvent Detail ParametersEvent ID,Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheck
    Next stepThen, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right. this image
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
    Step 14 of 19: Then, under Customer Information Parameters, you will see that Client… What this shows Step 14 of 19: Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. What this shows Shows what this covers for step 14 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 14 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name. The next step is to it will then ask you to review the Setup and check all the Parameters you have chosen for each Event one last time. Once you are sure everything is set up as you need it to be, click on Continue. Step 14 of 19Image 15 of 32 What this coversThen, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
    Buttons and menus referenced Customer Information ParametersClient User AgentEvents ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheckChoose how to connect your website.
    Next stepIt will then ask you to review the Setup and check all the Parameters you have chosen for each Event one last time. Once you are sure everything is set up as you need it to be, click on Continue.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name. this image

  15. It will then ask you to review the Setup and check all the Parameters you have chosen for each Event one last time. Once you are sure everything is set up as you need it to be, click on Continue.
    Step 15 of 19: It will then ask you to review the Setup and check all the Parameters… What this shows Step 15 of 19: It will then ask you to review the Setup and check all the Parameters you have chosen for each Event one last time. What this shows Shows what to click for step 15 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 15 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you it will then ask you to review the Setup and check all the Parameters you have chosen for each Event one last time. Once you are sure everything is set up as you need it to be, click on Continue. The next step is to in the next step, click on Finish. Step 15 of 19Image 16 of 32 What to clickIt will then ask you to review the Setup and check all the Parameters you have chosen for each Event one last time. Once you are sure everything is set up as you need it to be, click on Continue.
    Buttons and menus referenced review the SetupEvent one last time.Continue.Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheck
    Next stepIn the next step, click on Finish.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  16. In the next step, click on Finish.
    Step 16 of 19: In the next step, click on Finish What this shows Step 16 of 19: In the next step, click on Finish. What this shows Shows what to click for step 16 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 16 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you in the next step, click on Finish. For context, this section explains: Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. Head over to the left sidebar and…. The next step is to now we will configure the browser pixel event. Select "Set up Meta Pixel". Step 16 of 19Image 17 of 32 What to clickIn the next step, click on Finish.
    Buttons and menus referenced Finish.Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.
    Next stepNow we will configure the browser pixel event. Select "Set up Meta Pixel".
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  17. Now we will configure the browser pixel event. Select "Set up Meta Pixel".
    Step 17 of 19: Now we will configure the browser pixel event. Select "Set up Meta… What this shows Step 17 of 19: Now we will configure the browser pixel event. What this shows Shows what to choose for step 17 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 17 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you now we will configure the browser pixel event. Select "Set up Meta Pixel". The next step is to you will be shown a popup to Connect website activity using Pixel; choose Install Code Manually. Step 17 of 19Image 18 of 32 What to chooseNow we will configure the browser pixel event. Select "Set up Meta Pixel".
    Buttons and menus referenced Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.Overview
    Next stepYou will be shown a popup to Connect website activity using Pixel; choose Install Code Manually.
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  18. You will be shown a popup to Connect website activity using Pixel; chooseInstall Code Manually.
    Step 18 of 19: You will be shown a popup to Connect website activity using Pixel… What this shows Step 18 of 19: You will be shown a popup to Connect website activity using Pixel; choose Install Code Manually. What this shows Shows what to choose for step 18 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 18 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you you will be shown a popup to Connect website activity using Pixel; choose Install Code Manually. The next step is to click on "Copy Code" to copy the meta pixel code. Step 18 of 19Image 19 of 32 What to chooseYou will be shown a popup to Connect website activity using Pixel; choose Install Code Manually.
    Buttons and menus referenced Install Code ManuallyEvents ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.
    Next stepClick on "Copy Code" to copy the meta pixel code
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.
  19. Click on "Copy Code" to copy the meta pixel code
    Step 19 of 19: Click on "Copy Code" to copy the meta pixel code What this shows Step 19 of 19: Click on "Copy Code" to copy the meta pixel code What this shows Shows what to copy for step 19 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 19 of 19 in the "Step 1: Create an Meta Pixel/Dataset:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you click on "Copy Code" to copy the meta pixel code. Step 19 of 19Image 20 of 32 What to copyClick on "Copy Code" to copy the meta pixel code
    Buttons and menus referenced Events ManagerConnect Data SourcesWeb.Create new PixelContinueCheck.NextCheckChoose how to connect your website.Meta Pixel and Conversions API.Overview
    All 14 steps in this procedure
    1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
    2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
    3. Head over to the left sidebar and then click on Connect Data Sources
    4. Choose Web in the options that show up, and then click on next.
    5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
    6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
    7. Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check. If your domain is eligible for this process, then you will see a green checkmark in the domain field. Once you see the green checkmark, click on the Next button that appears instead of the Check button.
    8. It will then show you a popup asking you to Choose how to connect your website. Choose the first option, Meta Pixel and Conversions API.
    9. After this you will be see the Instructions. Click on "See Instructions" under Conversions API
    10. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.
    11. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.
    12. Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on Continue.
    13. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.
    14. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.

Step 2: Apply Pixel Code to your Funnel/Website

  1. Keep this browser tab open and navigate to your CRM account. Navigate to the Sub Account that you are setting up this Pixel for.
  2. Head on to Sites in the left sidebar and then to Funnels or Websites (depending on where you built the site, which is associated with the domain you used in your Pixel Setup)
    Step 2 of 6: Head on to Sites in the left sidebar and then to Funnels or Websites… What this shows Step 2 of 6: Head on to Sites in the left sidebar and then to Funnels or Websites (depending on where you built the site, which is associated with the… What this shows Shows where to go for step 2 of 6 in the "Step 2: Apply Pixel Code to your Funnel/Website" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 2 of 6 in the "Step 2: Apply Pixel Code to your Funnel/Website" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you head on to Sites in the left sidebar and then to Funnels or Websites (depending on where you built the site, which is associated with the domain you used in your Pixel Setup). The next step is to if you want to track on a specific page or step then, click on Edit and then preferably Edit in a new tab to open the Funnel Builder. Step 2 of 6Image 21 of 32 Where to goHead on to Sites in the left sidebar and then to Funnels or Websites (depending on where you built the site, which is associated with the domain you used in your Pixel Setup)
    Buttons and menus referenced SitesFunnels or WebsitesSubAccountEditEdit in a new tab
    Next stepIf you want to track on a specific page or step then, click on Edit and then preferably Edit in a new tab to open the Funnel Builder.
    All 6 steps in this procedure
    1. Keep this browser tab open and navigate to your CRM account. Navigate to the Sub Account that you are setting up this Pixel for.
    2. Head on to Sites in the left sidebar and then to Funnels or Websites (depending on where you built the site, which is associated with the domain you used in your Pixel Setup) this image
    3. If you want to track on a specific page or step then, click on Edit and then preferably Edit in a new tab to open the Funnel Builder.
    4. Once inside the builder, click on the code icon and paste the code you had copied previously in the "Header Tracking" section and then click on Save.
    5. If you want to track the Browser Event on all the pages or steps then you can do it by clicking on funnel or website settings and then pasting the code in the "Head tracking code" section.
    6. Save your changes
  3. If you want to track on a specific page or step then, click on Edit  and then preferably Edit in a new tab to open the Funnel Builder.
    Step 3 of 6: If you want to track on a specific page or step then, click on Edit… What this shows Step 3 of 6: If you want to track on a specific page or step then, click on Edit and then preferably Edit in a new tab to open the Funnel Builder. What this shows Shows what to click for step 3 of 6 in the "Step 2: Apply Pixel Code to your Funnel/Website" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 3 of 6 in the "Step 2: Apply Pixel Code to your Funnel/Website" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you if you want to track on a specific page or step then, click on Edit and then preferably Edit in a new tab to open the Funnel Builder. The next step is to once inside the builder, click on the code icon and paste the code you had copied previously in the "Header Tracking" section and then click on Save. Step 3 of 6Image 22 of 32 What to clickIf you want to track on a specific page or step then, click on Edit and then preferably Edit in a new tab to open the Funnel Builder.
    Buttons and menus referenced EditEdit in a new tabSubAccountSitesFunnels or Websites
    Next stepOnce inside the builder, click on the code icon and paste the code you had copied previously in the "Header Tracking" section and then click on Save.
    All 6 steps in this procedure
    1. Keep this browser tab open and navigate to your CRM account. Navigate to the Sub Account that you are setting up this Pixel for.
    2. Head on to Sites in the left sidebar and then to Funnels or Websites (depending on where you built the site, which is associated with the domain you used in your Pixel Setup)
    3. If you want to track on a specific page or step then, click on Edit and then preferably Edit in a new tab to open the Funnel Builder. this image
    4. Once inside the builder, click on the code icon and paste the code you had copied previously in the "Header Tracking" section and then click on Save.
    5. If you want to track the Browser Event on all the pages or steps then you can do it by clicking on funnel or website settings and then pasting the code in the "Head tracking code" section.
    6. Save your changes
  4. Once inside the builder, click on the code icon and paste the code you had copied previously in the "Header Tracking" section and then click on Save.
    Step 4 of 6: Once inside the builder, click on the code icon and paste the code you… What this shows Step 4 of 6: Once inside the builder, click on the code icon and paste the code you had copied previously in the "Header Tracking" section and then click on Save. What this shows Shows how to confirm for step 4 of 6 in the "Step 2: Apply Pixel Code to your Funnel/Website" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 4 of 6 in the "Step 2: Apply Pixel Code to your Funnel/Website" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you once inside the builder, click on the code icon and paste the code you had copied previously in the "Header Tracking" section and then click on Save. The next step is to if you want to track the Browser Event on all the pages or steps then you can do it by clicking on funnel or website settings and then pasting the code in the "Head tracking code" section. Step 4 of 6Image 23 of 32 How to confirmOnce inside the builder, click on the code icon and paste the code you had copied previously in the "Header Tracking" section and then click on Save.
    Buttons and menus referenced SubAccountSitesFunnels or WebsitesEditEdit in a new tab
    Next stepIf you want to track the Browser Event on all the pages or steps then you can do it by clicking on funnel or website settings and then pasting the code in the "Head tracking code" section.
    All 6 steps in this procedure
    1. Keep this browser tab open and navigate to your CRM account. Navigate to the Sub Account that you are setting up this Pixel for.
    2. Head on to Sites in the left sidebar and then to Funnels or Websites (depending on where you built the site, which is associated with the domain you used in your Pixel Setup)
    3. If you want to track on a specific page or step then, click on Edit and then preferably Edit in a new tab to open the Funnel Builder.
    4. Once inside the builder, click on the code icon and paste the code you had copied previously in the "Header Tracking" section and then click on Save. this image
    5. If you want to track the Browser Event on all the pages or steps then you can do it by clicking on funnel or website settings and then pasting the code in the "Head tracking code" section.
    6. Save your changes
  5. If you want to track the Browser Event on all the pages or steps then you can do it by clicking on funnel or website settings and then pasting the code in the "Head tracking code" section.
    Step 5 of 6: If you want to track the Browser Event on all the pages or steps then… What this shows Step 5 of 6: If you want to track the Browser Event on all the pages or steps then you can do it by clicking on funnel or website settings and then… What this shows Shows what this covers for step 5 of 6 in the "Step 2: Apply Pixel Code to your Funnel/Website" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 5 of 6 in the "Step 2: Apply Pixel Code to your Funnel/Website" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you if you want to track the Browser Event on all the pages or steps then you can do it by clicking on funnel or website settings and then pasting the code in the "Head tracking code" section. The next step is to save your changes. Step 5 of 6Image 24 of 32 What this coversIf you want to track the Browser Event on all the pages or steps then you can do it by clicking on funnel or website settings and then pasting the code in the "Head tracking code" section.
    Buttons and menus referenced SubAccountSitesFunnels or WebsitesEditEdit in a new tab
    Next stepSave your changes
    All 6 steps in this procedure
    1. Keep this browser tab open and navigate to your CRM account. Navigate to the Sub Account that you are setting up this Pixel for.
    2. Head on to Sites in the left sidebar and then to Funnels or Websites (depending on where you built the site, which is associated with the domain you used in your Pixel Setup)
    3. If you want to track on a specific page or step then, click on Edit and then preferably Edit in a new tab to open the Funnel Builder.
    4. Once inside the builder, click on the code icon and paste the code you had copied previously in the "Header Tracking" section and then click on Save.
    5. If you want to track the Browser Event on all the pages or steps then you can do it by clicking on funnel or website settings and then pasting the code in the "Head tracking code" section. this image
    6. Save your changes
  6. Save your changes 

Step 3: Create a Meta Conversions API Workflow

  1. Navigate to Automation > Workflows > Create Workflow
    Step 1 of 8: Navigate to Automation > Workflows > Create Workflow What this shows Step 1 of 8: Navigate to Automation > Workflows > Create Workflow What this shows Shows where to go for step 1 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 1 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you navigate to Automation > Workflows > Create Workflow. The navigation path used here is Automation > Workflows > Create Workflow. The next step is to click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission. Step 1 of 8Path: Automation > Workflows > Create WorkflowImage 25 of 32 Where to goNavigate to Automation > Workflows > Create Workflow
    Buttons and menus referenced Automation > Workflows > Create WorkflowAdd New Workflow Trigger.Add your first Action.Facebook Conversion APIAction NameEvent TypeFunnel Event.Pixel IDFB Conversion API Action.Access Token and Pixel IDSave the ActionSave
    Next stepClick on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission.
    All 8 steps in this procedure
    1. Navigate to Automation > Workflows > Create Workflow this image
    2. Click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission.
    3. Once you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/ survey from where you want to track the pixel conversion events.
    4. Then click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event.
    5. For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
    6. For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
    7. Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields.
    8. Once complete, Save the Action and then Save and Publish the Workflow.
  2. Click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission.
    Step 2 of 8: Click on Add New Workflow Trigger. Here any of the following triggers… What this shows Step 2 of 8: Click on Add New Workflow Trigger. What this shows Shows what to click for step 2 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 2 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission. The navigation path used here is Automation > Workflows > Create Workflow Click. The next step is to once you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/ survey from where you want to track the pixel conversion events. Step 2 of 8Path: Automation > Workflows > Create Workflow ClickImage 26 of 32 What to clickClick on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission.
    Buttons and menus referenced Add New Workflow Trigger.Automation > Workflows > Create WorkflowAdd your first Action.Facebook Conversion APIAction NameEvent TypeFunnel Event.Pixel IDFB Conversion API Action.Access Token and Pixel IDSave the ActionSave
    Next stepOnce you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/ survey from where you want to track the pixel conversion events.
    All 8 steps in this procedure
    1. Navigate to Automation > Workflows > Create Workflow
    2. Click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission. this image
    3. Once you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/ survey from where you want to track the pixel conversion events.
    4. Then click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event.
    5. For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
    6. For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
    7. Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields.
    8. Once complete, Save the Action and then Save and Publish the Workflow.
  3. Once you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/survey from where you want to track the pixel conversion events.
  4. Then click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event.
    Step 4 of 8: Then click on Add your first Action. Search for and select the… What this shows Step 4 of 8: Then click on Add your first Action. What this shows Shows what to fill in for step 4 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 4 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you then click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event. The navigation path used here is Automation > Workflows > Create Workflow Click. The next step is to for the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. Step 4 of 8Path: Automation > Workflows > Create Workflow ClickImage 27 of 32 What to fill inThen click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event.
    Buttons and menus referenced Add your first Action.Facebook Conversion APIAction NameEvent TypeFunnel Event.Automation > Workflows > Create WorkflowAdd New Workflow Trigger.Pixel IDFB Conversion API Action.Access Token and Pixel IDSave the ActionSave
    Next stepFor the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
    All 8 steps in this procedure
    1. Navigate to Automation > Workflows > Create Workflow
    2. Click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission.
    3. Once you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/ survey from where you want to track the pixel conversion events.
    4. Then click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event. this image
    5. For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
    6. For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
    7. Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields.
    8. Once complete, Save the Action and then Save and Publish the Workflow.
  5. For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
    Step 5 of 8: For the Access Token, head over to your Facebook Events Manager> Data… What this shows Step 5 of 8: For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. What this shows Shows what to copy for step 5 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 5 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you for the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll. The next step is to for the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. Step 5 of 8Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 28 of 32 What to copyFor the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
    Buttons and menus referenced Automation > Workflows > Create WorkflowAdd New Workflow Trigger.Add your first Action.Facebook Conversion APIAction NameEvent TypeFunnel Event.Pixel IDFB Conversion API Action.Access Token and Pixel IDSave the ActionSave
    Next stepFor the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
    All 8 steps in this procedure
    1. Navigate to Automation > Workflows > Create Workflow
    2. Click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission.
    3. Once you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/ survey from where you want to track the pixel conversion events.
    4. Then click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event.
    5. For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. this image
    6. For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
    7. Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields.
    8. Once complete, Save the Action and then Save and Publish the Workflow.
  6. For the Pixel ID, head over  to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
     
    Step 6 of 8: For the Pixel ID, head over to your Facebook Events Manager> Data… What this shows Step 6 of 8: For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). What this shows Shows what to copy for step 6 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 6 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you for the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll. The next step is to paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields. Step 6 of 8Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 29 of 32 What to copyFor the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
    Buttons and menus referenced Pixel IDFB Conversion API Action.Automation > Workflows > Create WorkflowAdd New Workflow Trigger.Add your first Action.Facebook Conversion APIAction NameEvent TypeFunnel Event.Access Token and Pixel IDSave the ActionSave
    Next stepPaste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields.
    All 8 steps in this procedure
    1. Navigate to Automation > Workflows > Create Workflow
    2. Click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission.
    3. Once you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/ survey from where you want to track the pixel conversion events.
    4. Then click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event.
    5. For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
    6. For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. this image
    7. Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields.
    8. Once complete, Save the Action and then Save and Publish the Workflow.
  7. Paste the Access Token and Pixel ID  in the Facebook Conversion API Action's respected fields.
    Step 7 of 8: Paste the Access Token and Pixel ID in the Facebook Conversion API… What this shows Step 7 of 8: Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields. What this shows Shows what to copy for step 7 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot accompanies step 7 of 8 in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". At this point in the walkthrough you paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields. The navigation path used here is Automation > Workflows > Create Workflow Click. The next step is to once complete, Save the Action and then Save and Publish the Workflow. Step 7 of 8Path: Automation > Workflows > Create Workflow ClickImage 30 of 32 What to copyPaste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields.
    Buttons and menus referenced Access Token and Pixel IDAutomation > Workflows > Create WorkflowAdd New Workflow Trigger.Add your first Action.Facebook Conversion APIAction NameEvent TypeFunnel Event.Pixel IDFB Conversion API Action.Save the ActionSave
    Next stepOnce complete, Save the Action and then Save and Publish the Workflow.
    All 8 steps in this procedure
    1. Navigate to Automation > Workflows > Create Workflow
    2. Click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission.
    3. Once you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/ survey from where you want to track the pixel conversion events.
    4. Then click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event.
    5. For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
    6. For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
    7. Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields. this image
    8. Once complete, Save the Action and then Save and Publish the Workflow.
  8. Once complete, Save the Action and then Save and Publish the Workflow.
Please Note: For Lead Value please use assumed values like 1000 or 2000 so that you can identify value each lead contributes to your pipeline.

Step 3: Create a Meta Conversions API Workflow (image 31 of 32) What this shows Navigate to Automation > Workflows > Create Workflow Click on Add New Workflow Trigger. What this shows Illustrates the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot appears in the "Step 3: Create a Meta Conversions API Workflow" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". The text alongside this image reads: Navigate to Automation > Workflows > Create Workflow Click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission. Once you have chosen the workflow…. The navigation path used here is Automation > Workflows > Create Workflow Click. Immediately after, the guide continues: Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. Path: Automation > Workflows > Create Workflow ClickImage 31 of 32 Where to goNavigate to Automation > Workflows > Create Workflow Click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission. Once you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/ survey from where you want to track the pixel conversion events. Then click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event. For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields. Once complete, Save the Action and then Save and Publish the Workflow.
Buttons and menus referenced Automation > Workflows > Create WorkflowAdd New Workflow Trigger.Add your first Action.Facebook Conversion APIAction NameEvent TypeFunnel Event.Pixel IDFB Conversion API Action.Access Token and Pixel IDSave the ActionSave
Next stepSimilar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters.
All 8 steps in this procedure
  1. Navigate to Automation > Workflows > Create Workflow
  2. Click on Add New Workflow Trigger. Here any of the following triggers can be used individually or in combination: Form Submitted, Customer Booked Appointment, Survey Submitted or Order Form Submission.
  3. Once you have chosen the workflow trigger(s), you can add the filter to choose the specific form/calendar/order form/ survey from where you want to track the pixel conversion events.
  4. Then click on Add your first Action. Search for and select the Facebook Conversion API Action. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event.
  5. For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
  6. For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
  7. Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields.
  8. Once complete, Save the Action and then Save and Publish the Workflow.

Custom Values:

Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters.

Custom Values: (image 32 of 32) What this shows Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. What this shows Illustrates the "Custom Values:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". This screenshot appears in the "Custom Values:" section of "How to set up a Funnel Event Pixel for Facebook Conversion API?". The text alongside this image reads: Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. Immediately after, the guide continues: By default, custom mapping is disabled. Image 32 of 32 What this coversSimilar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. Next stepBy default, custom mapping is disabled.
All 4 steps in this procedure
  1. FBCLID for funnel events.
  2. Facebook Lead ID for lead events.
  3. If custom mapping fields are provided, they will take priority over system defaults.
  4. If left empty, the system will continue using its default internal values.

How It Works:

By default, custom mapping is disabled.

Users can toggle it on to enable custom mapping.

When enabled, users can map:

  • FBCLID for funnel events.
  • Facebook Lead ID for lead events.
  • If custom mapping fields are provided, they will take priority over system defaults.
  • If left empty, the system will continue using its default internal values.

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