# 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. - Source: https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/how-to-set-up-a-funnel-event-pixel-for-facebook-conversion-api - Section: Integrations / Facebook Integration - Reading time: 5 min - Images: 32, each explained below - Modified on Tue, 30 Jun at 10:36 AM --- 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?](#how-to-set-up-meta-capi-conversions-api-funnel-event) - [Step 1: Create an Meta Pixel/Dataset:](#step-1-create-an-meta-pixel-dataset) - [Step 2: Apply Pixel Code to your Funnel/Website.](#step-2-apply-pixel-code-to-your-funnel-website) - [Step 3: Create a Meta Conversions API Workflow.](#step-3-create-a-meta-conversions-api-workflow) - [Custom Values:](#custom-values) --- ## **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)](http://business.facebook.com) > Head over to the left and then the **[Events Manager](https://www.facebook.com/events_manager2/)** 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48284070737/original/AFb9bOXlqhbRRlui5ZOjvh_Ry7MYiUeFaQ.png) **Step 2 of 19: Ensure you are connected to the correct Ad Account with all the…** 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. - What this covers: Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. - Controls: Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API., Overview - Next: Head over to the left sidebar and then click on Connect Data Sources Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48284518426/original/vpJQuXlQ-fkLtQlkuMXpv-MYw6ymdVS3Ug.png) **Step 3 of 19: Head over to the left sidebar and then click on Connect Data Sources** 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. - Where to go: Head over to the left sidebar and then click on Connect Data Sources - Controls: Connect Data Sources, Events Manager, Web, ., Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API., Overview - Next: Choose Web in the options that show up, and then click on next. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031423162/original/o_ZF2cyQyA9qLqbmCcAB4FnSrMwgM_mZVA.png) **Step 4 of 19: Choose Web in the options that show up, and then click on next** 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. - What to choose: Choose Web in the options that show up, and then click on next. - Controls: Web, ., Events Manager, Connect Data Sources, Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API., Overview - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48284072690/original/qgMYOqAYudCL0t2rtYthWAkL4dYkgKtGTw.png) **Step 5 of 19: If you already have pixels, it will ask you to choose between them or…** 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. - What to choose: 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. - Controls: Create new Pixel, Continue, Events Manager, Connect Data Sources, Web, ., Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API., Overview - Next: It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48289558054/original/bJeFGIeh-ZoGTd2Tb-3fON8lBJOKZVrzmw.png) **Step 5 of 19: If you already have pixels, it will ask you to choose between them or…** 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. - What to choose: 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. - Controls: Create new Pixel, Continue, Events Manager, Connect Data Sources, Web, ., Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API., Overview - Next: It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48289558739/original/PAF__5OhEXarHQx5f1VRZQ0TZlm-vIbsgw.png) **Step 6 of 19: It will then ask you to provide the URL of the CRM's website/funnel…** 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. - What to fill in: It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code. - Controls: Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API., Overview - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031423710/original/veyxXsSA6Fng_0nJJ-h34zDLk_G0T6pHwg.png) **Step 7 of 19: Please add in the domain of the funnel/website where you will later…** 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. - What to click: 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. - Controls: Check., Next, Check, Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Choose how to connect your website., Meta Pixel and Conversions API., Overview - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031423772/original/2XKJ_iM3ak-QJYnGV9iaEabCoJ7BRz3YrQ.png) **Step 8 of 19: It will then show you a popup asking you to Choose how to connect your…** 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. - What to choose: 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. - Controls: Choose how to connect your website., Meta Pixel and Conversions API., Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check, Overview - Next: After this you will be see the Instructions. Click on "See Instructions" under Conversions API Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031423901/original/XVw12VjtzU_VoAP_6bxCjCNv6rLP6dILvA.png) **Step 9 of 19: After this you will be see the Instructions. Click on "See…** 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. - What to click: After this you will be see the Instructions. Click on "See Instructions" under Conversions API - Controls: Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API., Overview - Next: It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031424024/original/hiVjRqpxZCO_lViZiYsnTLm4ZXEmVGnAzA.png) **Step 10 of 19: It will take you to the Overview tab for the Manual Implementation…** 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. - What to click: It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue. - Controls: Overview, Manual Implementation, Continue., Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031424282/original/nM0VnSjCU1DEyuvCgbr5GGwT6QoDPYGu5g.png) **Step 11 of 19: You will then be taken to the Select Events tab. You will see a…** 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. - What to choose: 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. - Controls: Select Events, Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API. - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031424238/original/CRl1a7eHHek535QvXq7QhCP5BFmrWYaPkg.png) **Step 12 of 19: Then it would be best to choose the events you want to send to…** 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. - What to choose: 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. - Controls: Continue, Events Manager, Connect Data Sources, Web, ., Create new Pixel, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API., Overview - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031424309/original/CHbZI63v1OjLOi_Ha7h6oHqyfTj0LVvOuQ.png) **Step 13 of 19: You will be taken to the Select Parameters tab, where a few Event…** 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. - What to choose: 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. - Controls: Select Parameters, Event Detail Parameters, Event ID,, Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031424379/original/McMYaiuIvhk2Q6px-7hY3s_a_EaRqfbWJA.png) **Step 13 of 19: You will be taken to the Select Parameters tab, where a few Event…** 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. - What to choose: 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. - Controls: Select Parameters, Event Detail Parameters, Event ID,, Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031424583/original/FeAiafdKndcnOzPuYaRsELSlYdmsKUSQqw.png) **Step 14 of 19: Then, under Customer Information Parameters, you will see that Client…** 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. - What this covers: 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. - Controls: Customer Information Parameters, Client User Agent, Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website. - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031424785/original/WeAtZHPMuprCiu9Ut7Rm-FXrPifGfMrvhQ.jpeg) **Step 15 of 19: It will then ask you to review the Setup and check all the Parameters…** 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. - What to click: 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. - Controls: review the Setup, Event one last time., Continue., Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check - Next: In the next step, click on Finish. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031424804/original/ZF7ymYlO_hwJVYNgOe1F70jwjVg4FoAolA.png) **Step 16 of 19: In the next step, click on Finish** 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". - What to click: In the next step, click on Finish. - Controls: Finish., Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API. - Next: Now we will configure the browser pixel event. Select "Set up Meta Pixel". Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032148487/original/18Tq2VZt6EEZr6XOi9J4hVWjJlR_INnAeg.png) **Step 17 of 19: Now we will configure the browser pixel event. Select "Set up Meta…** 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. - What to choose: Now we will configure the browser pixel event. Select "Set up Meta Pixel". - Controls: Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API., Overview - Next: You will be shown a popup to Connect website activity using Pixel; choose Install Code Manually. Full 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; choose****Install Code Manually**. ![Step 18 of 19: You will be shown a popup to Connect website activity using Pixel…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032148583/original/-1I2AK9MpfruM7VYj8molxfqlhrpJF4FrA.png) **Step 18 of 19: You will be shown a popup to Connect website activity using Pixel…** 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. - What to choose: You will be shown a popup to Connect website activity using Pixel; choose Install Code Manually. - Controls: Install Code Manually, Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API. - Next: Click on "Copy Code" to copy the meta pixel code Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032148600/original/OrLfiaNSvaZ4Bc4xMlmbiSB-rwcPXZa2VQ.png) **Step 19 of 19: Click on "Copy Code" to copy the meta pixel code** 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. - What to copy: Click on "Copy Code" to copy the meta pixel code - Controls: Events Manager, Connect Data Sources, Web, ., Create new Pixel, Continue, Check., Next, Check, Choose how to connect your website., Meta Pixel and Conversions API., Overview Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032148908/original/7GdEB-pnC5XOcG6GQavHzbCNRMzbKgf-Wg.png) **Step 2 of 6: Head on to Sites in the left sidebar and then to Funnels or Websites…** 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. - Where to go: 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) - Controls: Sites, Funnels or Websites, Sub, Account, Edit, Edit in a new tab - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032149047/original/MeKMG4wy-FOm_6pRtYT2BZZbQU3NPfou_Q.png) **Step 3 of 6: If you want to track on a specific page or step then, click on Edit…** 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. - What to click: 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. - Controls: Edit, Edit in a new tab, Sub, Account, Sites, Funnels or Websites - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032149385/original/mEKP3Yv7hEmyp1blhUXtHd2fPdpq21S8wQ.png) **Step 4 of 6: Once inside the builder, click on the code icon and paste the code you…** 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. - How to confirm: 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. - Controls: Sub, Account, Sites, Funnels or Websites, Edit, Edit in a new tab - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032149705/original/-I69P-F4mIuQBcBpvAgRIT0QdTJSzLAnAA.png) **Step 5 of 6: If you want to track the Browser Event on all the pages or steps then…** 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. - What this covers: 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. - Controls: Sub, Account, Sites, Funnels or Websites, Edit, Edit in a new tab - Next: Save your changes Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032150008/original/v-sU1upHoO-x9IGa4HLW6eW2dhwxPdAS4A.png) **Step 1 of 8: Navigate to Automation > Workflows > Create Workflow** 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. - Path: Automation > Workflows > Create Workflow - Where to go: Navigate to Automation > Workflows > Create Workflow - Controls: Automation > Workflows > Create Workflow, Add New Workflow Trigger., Add your first Action., Facebook Conversion API, Action Name, Event Type, Funnel Event., Pixel ID, FB Conversion API Action., Access Token and Pixel ID, Save the Action, Save - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032150362/original/awZeptMVjJbwk_PPtS5jOvhQjl_kaXI21Q.png) **Step 2 of 8: Click on Add New Workflow Trigger. Here any of the following triggers…** 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. - Path: Automation > Workflows > Create Workflow Click - What to click: 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. - Controls: Add New Workflow Trigger., Automation > Workflows > Create Workflow, Add your first Action., Facebook Conversion API, Action Name, Event Type, Funnel Event., Pixel ID, FB Conversion API Action., Access Token and Pixel ID, Save the Action, Save - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032151023/original/XvIqeQ42GaEENsh1S-28AJ_RmIhxAx3aZw.png) **Step 4 of 8: Then click on Add your first Action. Search for and select the…** 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. - Path: Automation > Workflows > Create Workflow Click - What to fill in: 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. - Controls: Add your first Action., Facebook Conversion API, Action Name, Event Type, Funnel Event., Automation > Workflows > Create Workflow, Add New Workflow Trigger., Pixel ID, FB Conversion API Action., Access Token and Pixel ID, Save the Action, Save - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032151448/original/nNO1m9hBF53AoUjcdI6jTAngHwZjphesrg.jpeg) **Step 5 of 8: For the Access Token, head over to your Facebook Events Manager> Data…** 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. - Path: Facebook Events Manager > Data Sources > Settings > Scroll - What to copy: 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. - Controls: Automation > Workflows > Create Workflow, Add New Workflow Trigger., Add your first Action., Facebook Conversion API, Action Name, Event Type, Funnel Event., Pixel ID, FB Conversion API Action., Access Token and Pixel ID, Save the Action, Save - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032151439/original/H-wRfkeISdeGz9XM_qxfxEA2gCQp8Ws5dQ.jpeg) **Step 6 of 8: For the Pixel ID, head over to your Facebook Events Manager> Data…** 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. - Path: Facebook Events Manager > Data Sources > Settings > Scroll - What to copy: 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. - Controls: Pixel ID, FB Conversion API Action., Automation > Workflows > Create Workflow, Add New Workflow Trigger., Add your first Action., Facebook Conversion API, Action Name, Event Type, Funnel Event., Access Token and Pixel ID, Save the Action, Save - Next: Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032151572/original/bbgxCtJlb3G6T3FBXPaNEiouqGfy0gk1KQ.png) **Step 7 of 8: Paste the Access Token and Pixel ID in the 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. - Path: Automation > Workflows > Create Workflow Click - What to copy: Paste the Access Token and Pixel ID in the Facebook Conversion API Action's respected fields. - Controls: Access Token and Pixel ID, Automation > Workflows > Create Workflow, Add New Workflow Trigger., Add your first Action., Facebook Conversion API, Action Name, Event Type, Funnel Event., Pixel ID, FB Conversion API Action., Save the Action, Save - Next: Once complete, Save the Action and then Save and Publish the Workflow. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032151876/original/WVpH1GiO1F91-z_v5JdN4YictKhz4kl3_g.png) **Step 3: Create a Meta Conversions API Workflow (image 31 of 32)** 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 Click - Where to go: 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 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. - Controls: Automation > Workflows > Create Workflow, Add New Workflow Trigger., Add your first Action., Facebook Conversion API, Action Name, Event Type, Funnel Event., Pixel ID, FB Conversion API Action., Access Token and Pixel ID, Save the Action, Save - Next: Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043835950/original/gG6WcLmyidLSEdiRgYprTlogL8BqVfs3aQ.png) **Custom Values: (image 32 of 32)** 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. - What this covers: Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. - Next: By default, custom mapping is disabled. Full 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. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com