Facebook Conversion API Guide

Workflow Setup and Publishing

To make a workflow live, it's crucial to define both a trigger and an action. If either is missing, you'll only be able to save the workflow but not publish it.

Adding an Access Token

For integrating Facebook's Conversion API with your workflow, start by accessing the Facebook Business Manager within your account settings. Navigate to the Conversion API section, generate an access token, and copy it. This token must be placed in the 'Access Token' field within your workflow configuration.

If the associated business page is recently created, additional steps may be required, such as setting up Social Issue, Electoral, or Political Ads settings, which might include identity verification. 

Configuring Pixel ID

To configure the Pixel ID in your workflow, go to your Facebook Business Manager settings, locate the Pixel ID under the details section, and copy it. Then, enter this ID into the designated Pixel ID field in your workflow setup.

Selecting the Facebook Event Name

In the workflow configuration, you will need to choose an event name in the Facebook Event Name section. Options include actions like adding contact, generating leads, or adding payment information. 

Setting Event Value

Input the desired event value in the Value field of your workflow, which will help in determining the worth of the lead or action based on the event chosen.

Defining Currency Type

Specify the currency for the event value in the Currency field. By default, this is set to USD, but it can be adjusted to match your preferred currency.

Testing the Workflow

To verify the workflow setup, return to the Facebook Business Manager, locate the Pixel under Data Sources, and copy the test code from the test event. Paste this code into the Test Code field of your workflow. Once testing is complete, remove the test code and save the workflow.