i have a couple things if you didn’t mind, and would be gratefully appreciative 1-1st Thank you so much for even making this video, it’s much appreciated! 2-is there ANYWAY possible, you can make a video explaining HOW after you have all this set up, you can actually retrieve this info through facebook (wherever that would be) and HOW you can use this info to get better leads? Or whatever the main point of doing this to begin with Etc. (I’m fairly new to GHL and Facebook and yet still don’t understand what you do next with the info or with these steps you just created?) Not sure if you already made a video explaining what the next steps are? But if you didn’t and can help, that would super amazing!
Thank you for the video. Really appreciate the thorough and systematic explanation of the process. When selecting all of the "Customer Information Parameters" the only things I've found that saves me a few seconds is using the keyboard instead of the mouse. Selecting the first one and then using "tab" to move to next field and "space" to select. Doesn't save a ton of time but some savings is better than none.
I just realized something... When you say "Subscribe" in your video, the actual RUclips Subscribe button starts to glow for a moment. See 21:30 Amazing video by the way!
Thank you for this tutorial!! It really did its job. I was really surprised how easy everything was, especially after previously trying to go the AWS route. You've got my trust now man
Any tips if I have a calendly form (personal preference) on my page and trying to do conversion API for a booked call? I set the trigger as page view for the thank you page for the CompleteRegistration event, but not sure if that was right or not...
Love the video, Nuno. So are separate access tokens generated for funnel events and lead events, or is there only a single access token at any one time and it works for both funnel and lead events?
my brother... im 5 hours into this and about to shoot myself... im with you on everything up until min 20. when i go back... i dont get the same screens you are getting. youre working the same 1 pixel you created right? not 2 diffrent pixels - 1 for website and 1 for lead forms? because when i go through there is no set up button on the main screen - i have to go into settings and hit confirgure manually, but then its showing the lead form parameters - which yours does not. how do ig et to the web configuration screens for the pixel????
Great video! However, lets take the booked appointment workflow as an example. How does facebook know what type of event this is as you're using the lead event? The workflow will be triggered when a lead is pushed into the specified pipeline stage, but looking at this workflow logically, facebook wouldn't know that this conversion is a booked appointment. Could you please explain how this works?
So it just sees that’s it’s moving in the pipeline and through so it treats it has a positive event . If dig into Facebook you can even build the pipeline inside of FB it’s a little more complicated but it’s a good treasure to go after lol
Great video!! Thank you for making it. Been wondering about this for months! Looking for an opinion - you mentioned lead forms attract lower quality leads. Is it more advisable to use funnels instead? Or does it matter because once you have this setup on lead forms it helps to attract better quality leads anyway? Thanks so much for your help (or anyone else that might have an opinion on this!)
So if you using a funnel, you still need the pixel on each page and you need to the funnel event setup , if your using a Facebook lead form then you the lead event setup and you do not require a pixel
@@AutomatedMarketer Thanks so much for the reply! If you use a FB AD without a lead form, do you still need to set-up the token and meta-pixel script on GHL? And can I just use a button from the FB Ad to point directly to a URL link to a GHL funnel? In this case, do I still need to set-up the token and meta-pixel script?
Very informative. I'm having an issue where messenger form ads are not pulling in first and last name in the facebook form mapping. Any reason as to why??
This video was great and all of that is working for me, so thank you, but what I need and I'm struggling with is to have a custom conversion column in Facebook showing the number of bookings from the go high level workflow. Do you know how that is done or have a video about it? Thanks again!
Thanks for the video it was really helpful. If I am capturing leads via a GHL landing page with form, and then we get our reps to call those leads to booked them in GHL as well, would I have to use the funnel events for both the lead capture and the booking part? Or would be it be a combination of both? For instance, for the lead event I would send a funnel event with "registration complete", and for the booking I use "Conversion API - Booked" Once again, thanks for this awesome video
For capturing leads and booking them through GHL, you can indeed use a combination of funnel events and the Conversion API. For Lead Capture: When a lead completes the form on your landing page, send a funnel event with "registration complete." and for Booking: When your reps call the leads and book them, use the "Conversion API - Booked" event. This way, you'll accurately track both lead capture and bookings within GHL, ensuring your data is organized and actionable.
@@AutomatedMarketerthank you so much for the video, it is extremely helpful! I have a question regarding “appointment set” conversion tracking. How do I send that info separately from leads submissions? In GHL when I choose event trigger “Form Submitted” it doesn’t let me filter down to appointment. If I need to create a new workflow with trigger Appointment set I am afraid it will be sending all the appt set including other forms outside fb as we use the same calendar for everything.
This was an outstanding video man! Thank you! So, should I create a different pixel and Conversion API for each of our products to be able to eventually use the data to get better leads? Thanks again
Thank you for this amazing explanation. Cleared up a lot of confusion I had. One question: I am using a Facebook Lead Event. My 'WON" pipeline stage change is triggered by a course sold through an order form. That is the standard order form I use duringr webinars, sales page, etc. Is that a problem? My thinking is that FB will receive the conversion api information anyways, but what would happen if that contact did not come in via the facebook lead form? Will it acept it? Reject it? Creating an order form just for the FB leadform subscribers would be hard because once they are participating in a webinar, along with other leads which came from different sources, is difficult to filter them such that they go to the correct order form. What are your thoughts? Thanks in advance.
@@AutomatedMarketer to clarify, what you mean is that instead of using an opportunity stage change to "won", just use the funnel event triggered when a purchased is made and facebook will be able to "feed" the pixel with that info? Thansk
I learned from another consultant to ONLY have one pixel per business, but I am understanding you to recommend a new pixel per ad. Can you elaborate on your position?
Not a consultant on ads, but yes one pixel per busienss , only do two if you need better segmentation, as per google they recommend another for the crm
I dont add the Lead Opportunity Value to my lead until after they purchase, because prices vary significantly. As long as i add the Lead Opp Value before moving it to the Sold Stage, it will auto send the value amount back to facebook? Im assuming those fields are mapped internally in GHL/Facebook?
Awesome video! Do you by chance have any documentation from Meta where they state that they have removed the Lead event from the Conversion API? I have Googled it and I can’t find it anywhere. My agency currently is using the Lead event and having trouble with attribution so I am thinking that since that data can’t be passed back that is part of the issue.
BIG BIG value here, i just dont understand why when i have set everything correctly and make a purchase on my website, the event that facebook receives is "submit application" instead of "purchase". Even tho my automation send the information for "purchase" event to facebook...
Great video! I set everything up. I use mostly GHL Funnels for my Leads. But I have one question, on the Instant Forms from FB you can teach the pixel which ones are good and bad based on their stage right? But I didn't see on your tutorial if you can do the same thing for Leads coming from a Funnel. Is there a way to teach Facebook if the lead is bad or good when using CAPI for Funnel not Instant Forms? Hopefully I explained myself.
Right as of now the lead event is tracking that it moved forward in your pipeline which indicates positive signal the funnel event you dictate what signal gets sent back like appointment or registration which you can sent as a goal in your Facebook ad on creation
Hello a question, we have this GHL form integrated into a landing page and is running through a facebook ad website conversion. How can we track on Facebook ads manager if they opt in through that specific adset, like how can we track it as leads. can the funnel API send this specific data on Fb ads manager for us then to see it?
Hey man, thank you so much for the video, i have a couple questions: 1- i'm already running ads with Leads objective, should i change my ads or run new ads with complete registration objective now for this to work? or can i keep my current leads objective ads and it will still work? 2- IN GHL in automations section when you put the access token and pixel id, it also asks you to put the facebook event name, and LEAD is actually available in the options you can select from, however it's not available on business manager when you setup CAPI, so question is, if i select LEAD in GHL, would it still work? or would i have to select complete registration? 3- I have a lead magnet funnel, so i dont wanna make an ad with a purchase objective, but i still wanna optimize my lead objective ads to bring me more people that would buy, so how can i set up a conversion API automation in GHL so that when someone is marked as closed in the CRM, it sends the data back to Meta to get more of these people?
Hey, facebook no longer allows you to copy code... you now need to use a third party, or have a developer do it. Could you do an updated video on how this can be manually circumvented?
Great content mate extremely helpful!. My question is will all the required events/metrics automatically show up on ads manager? And should i make separate workflows for each event?
great video! If I'm optimising for a the Lead event within FB for example, will this whole process still work if the CAPI workflow in GHL is sending back the "schedule" funnel event? Will FB still take that as a good signal and optimise to get more leads like those? Or does the event in FB have to be the same as the one your sending back through this workflow?
Thanks for the guide! How do we tell Facebook to use the tracking data to optimize the ads? I noticed that on Lead Form campaigns, I can select a performance goal, but it says: "Your CRM integration is incomplete. To get the highest quality leads from the conversion leads optimization, finish the setup process."
@@AutomatedMarketer in the min 14.48 when you create a 3rd workflow, couldn't you have added a 2nd trigger on the 2nd workflow to track the customer won instead of creating a 3rd workflow?
Awesome video! At the opportunity stage, can I have whichever opportunity I want and it will send data to Meta? For example, if a lead can't afford the service I am providing can I have an opportunity stage called "Can't afford" and drag them there and Meta will understand to bring me more high ticket leads? Another example, let's say a lead is just bad (wrong phone number, no real name) can I have an opportunity stage called "bad lead" and Meta will understand this as well?
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Mine all still looks like the old version of the FB Conversion api stuff in ghl, so I'm following your other video at the moment. The stage name thing doesn't show for me. Also, when I have a client sign on with my agency, and I switch their status to WON, what facebook event name should i use? purchase? Thanks brotha!!!!
event matching is where your hashed data from HL gets sent to Meta via the CAPI - atm it's not being picked up..getting a 0/10 event match quality score - strange@@AutomatedMarketer
So you don't add any events to fire directly on page via browser pixel, just reliant on FCAPI? IE: We usually have a "Lead" event fire on a thank- you page added with direct code on that page. But it seems there is no way to deduplicate CAPI and Browser events with High Level integration (only way to do this would be GTM?).
yes thats the point, you can still use page conversions also as offline events but iOS blocks events now so its not really good data anyway and UTM will also be blocked soon too
Hey a big thank you for this video. One question. Is there a problem if meta become data from the event manager builder & from the api? I need do turn one of them off? thank you :)
I went to practically implement this today and unfortunately I'm very lost when it comes to the GHL workflow to make this work with the funnel events, specifically for a purchase. You barely showed what any of the triggers and sections within it are for and the settings Im unable to implement and use this tutorial due to this.
I'm a bit confused, as I'm sending the "Funnel Event -> Lead" event to Facebook from my landing page form, and Facebook seems to be accepting it. It even displays the "Lead" event as being received in the events manager, as well as the "Scheduled" event after, if the user schedules an event. Is that wrong then? I'm not sure if the "Lead" option was there when I configured the CAPI inside Facebook at the time, it shouldn't because this was set up less than two weeks ago, but seems to be working? 🤔
Great tutorial! Thank you! Does this setup send the conversion for the lead or funnel back to Facebook in order for FB to find similar audience and reduce CPL?
mine is still stuck at Step 2: Send CRM event on the pixel settings page even though on the pixel overview page it already shows that facebook has picked up the events that Conversions API in GHL fired off. Has already been 7 days. Could you show the parts after where you left off on the lead events side? The GHL documentation that was linked also leaves off abruptly here.
@@damistvs6402 yep so it was something about the test events not fully registering if they cant sync up with a real facebook profile. so try putting info in that matches a facebook profile. i skipped this and just started running ads and when real profiles were pushed through the pixel settings went to the next step
Same here. Did anyone figure out how to resolve this? If I don’t go forward with the setup, how will google know which is a lead and which is a conversion? My ads are optimized for conversion.
Thanks for the Tutorial. One question, with this tutorial we can track server-side every single events on a funnel. But, for a complete track server-side (pageview, scroll for example) what i have to do? This main events will be always tracked from browser and not from server? Thanks
you've shown creating an opportunity in GHL from trigger lead form submission., but you haven't created a lead conversion for it in GHL for creating a lead opportunity. Your conversion event is when that lead books an appointment. Not at the stage where the opportunity was created. So GHL doesn't send back the info that the lead was created back to Facebook? In the article, the person created a workflow with a trigger - updated opportunity "Lead" + API Lead event!! You have a Lead booked appointment stage + conversion lead event Can you explain why?
Hey man Awesome job, This will help alot of people. You run the lead and funnel events in the same pixel right? But you mean with diferent source you can also split them into 2 separate pixels? in the help document for the funnel event of highlevel They say "You will need to use the Facebook Lead Form Submitted trigger step to trigger this workflow." for a funnel event. I realy don't get this.
you can have both the CRM one and also conversions api and use them for what you need, once it's setup you can use on the same pixel, inside of highlevel when you use facebook Form use lead events, when you dont use a lead form use a funnel event for eveything else. If you never use lead forms ignore the lead event setup entirely
Hey guys! Thanks for the video! Just have one question... when it comes to the Funnel event, if I have my website on GHL tab "Websites" and my Offer page on the "Funnels" tab, do I have to install the Pixel Code on both or do I install it only on the Offer page? Thanks a lot!
Yo, can you explain why in the Lead Event set up you set the original WF to pipeline stage "new lead" and then the second WF trigger stage to "booked appointment" ? In HL they tell you the second WF trigger stage should be the same matching the first WF pipeline stage
If in my funnel I have multiple forms do I need to generate a new pixel and access token for each of the forms in that funnel or it doesn’t matter since they all become a conversions once they submit it?
No, you don’t need a new pixel and access token for each form. A single pixel and access token can track all form submissions as conversions within the same funnel.
Hi, thanks again for the vid. Can't remember how many times I reviewed your vid. Do you need to set up a different data set, pixel and meta script for every new FB AD campaign? Thanks so much.
Can we put conversion api in ghl if we use same pixel for all subaccounts (not lead forms but using funnel)?Also fb removed domain verification correct?
Hey, me again - 1 question - am I right in thinking there is no way of sending dynamic conversion value? With the CAPI action, it only works with "Order form submitted" and not "Order submitted" which doesn't send through the order info... No datalayer info is sent with any enhanced ecommerce actions... And even if you add an "Order confirmation" element onto the TY page, the CJS is sent inconsistently as the nth child changes each time so it can't even be captured that way. I'm guessing this is something you would know about, and agree with me is important so that we can track ROAS on paid ads... I would love to hear your thoughts on it! I know we can manually add a figure but what about memberships where they can choose monthly, quarterly or annual? We need to be able to report accurate conversion value... Thanks :)
So kinda of, if your trigger action in highlevel is order submitted, you can use the order total shortocde in value when you send the purchasse info back to FACebook in the Capi automation
@@AutomatedMarketer hi, thanks so much for coming back to me - so the CAPI action is incompatible with that trigger, it's only compatible with Order Form Submitted, which doesn't have the values. I've tried workarounds such as running a workflow first to send the purchase value to a custom field and inserting it that way, but the formatting in the CAPI action doesn't allow it - numeric values only are allowed. The final outcome, is that there is no way of doing it without Zapier. There are 3 feature requests in GHL for this to be fixed, if you want to vote on them too it will really help :) I'll find them... Thanks so much :)
Im so confused. What if we aren't using Facebook instant forms.... my form is on the landing page, im just trying to track conversions based off of that.
Hi, thanks for the video. One question, in the second worflow I saw in other videos that people select the same pipeline stage where the leads are added in the first workflow, in this case you added in the booked appointment instead of the lead pipeline stage, why is that?
Can this be used for an existing dataset and is there a way of getting the exact order value because my client has multiple order options with different values? Can this be used for one click upsell purchases? Also does this send the persons name and order value etc with the purchase event?
@@user-qd4vb3we7t Thats a complicated question becuase it all depends on wather or not you are using lead forms, if so yes if not it can still be used but results may very. not enough testing out there yet to say yes or no to that
Had a question regarding how the pixel code (on GHL funnel) actually works. I use the Pixel on the GHL funnel and works fine, but when someone books an appointment it seems to be sending a "Schedule" event. I'm curious as to where this is coming from as i don't have it in the pixel code to trigger a schedule event anywhere down the funnel path, would you happen to know where exactly this is coming from? This is my problem: When I use the pixel on the funnel AND I setup the FBCAPI to trigger when someone schedules an appointment (GHL workflow), it seems to not be deduplicating and triggering 2 "schedule" events. The Pixel event is sending an event ID but not FBcapi is not sending one , so it doesnt seem to be deduplicating. My only fix was to completely remove the pixel and just rely on the Fbcapi to avoid double events. Should i just let the pixel trigger it annd remove it from the GHL FBCAPI workflow? Thanks again for all your content, very helpful.
Are you sure you can't send lead events back to FB via CAPI funnel events? I have a workflow setup that sends lead events with CAPI back to FB when a form is submitted. Although we stopped it last month so not sure if it still works. We're planning to resume the campaign next month though...
The legacy one still shows, meaning if you had set it up before, but for new setups, it's not there, you can use compelte registration (basically the same thing)
@@AutomatedMarketer Hi man, I set everything as you explained. I need to set a new campaign optimising towards purchase. I set the API in ghl to send purchases when I move conversions from lead to deal. Just to clarify, I had all my meta campaigns in Website registrations completed but now when the lead goes to appt booked it should create a conversion for initiate checkout. Should I now create new campaigns to initiate checkout? I do not see any event firing in my event manager even though ghl says I already have 8 people enrolled at this stage. I wonder is because I do not have any campaign optimization to initiate checkouts? Again, thanks for the help here.
I'm gonna make some assumptions here; I assume that you already had the form that you used to connect your "Facebook Form Fields Mapping" on the integrations within the sub-account... Is that correct? I will also assume that one must already have this in place before attempting to use this method? Im new so be nice.
WHY did Facebook remove the ability to select "Lead" as an event to send via Conversions API? It's utterly frustrating when you have 20+ clients all have optimized pixels for the lead event..
@@AutomatedMarketeri have a couple things if you didn’t mind, and would be great-fully appreciative 1-Thank you so much for even making this video, it’s much appreciated! 2-is there ANYWAY possible, you can make a video explaining HOW after you have all this set up, you can actually retrieve this info through facebook (wherever that would be) and HOW you can use this info to get better leads? Or whatever the main point of doing this to begin with Etc. (I’m fairly new to GHL and Facebook and yet still don’t understand what you do next with the info or with these steps you just created?) Not sure if you already made a video explaining what the next steps are? But if you didn’t and can help, that would super amazing!
Im running ads to whatsapp, messanger and ig dms, is it possible to connect the conversions api to this event so that as I move the contact through the GHL piplene I get that info tracked on ads manager?
i have a couple things if you didn’t mind, and would be gratefully appreciative
1-1st Thank you so much for even making this video, it’s much appreciated!
2-is there ANYWAY possible, you can make a video explaining HOW after you have all this set up, you can actually retrieve this info through facebook (wherever that would be) and HOW you can use this info to get better leads? Or whatever the main point of doing this to begin with Etc.
(I’m fairly new to GHL and Facebook and yet still don’t understand what you do next with the info or with these steps you just created?)
Not sure if you already made a video explaining what the next steps are?
But if you didn’t and can help, that would super amazing!
Meaning how to setup an actual ad?
GOLDEN VIDEO. I never made a comment on a video my entire life that's how good this video is.
Appreciate the love!
Well done! I thought i understood all this until i saw this video. Wish it was longer!
Thank you for the video. Really appreciate the thorough and systematic explanation of the process. When selecting all of the "Customer Information Parameters" the only things I've found that saves me a few seconds is using the keyboard instead of the mouse. Selecting the first one and then using "tab" to move to next field and "space" to select. Doesn't save a ton of time but some savings is better than none.
Thats an awesome tip Kyle!!!
Amazing Video use it for every new client!
Glad it helped!
I just realized something... When you say "Subscribe" in your video, the actual RUclips Subscribe button starts to glow for a moment. See 21:30
Amazing video by the way!
thank you!
Thank you for this tutorial!! It really did its job. I was really surprised how easy everything was, especially after previously trying to go the AWS route. You've got my trust now man
Thank you!
@@AutomatedMarketer Can you create a single pixel for lead events and funnel events? or do you have to separate and create two?
Super high quality tutorial right there, thank you
Thank you!!
Thanks for this great video -very helpful!
you're welcome!
I just came across your channel and love the way you explain things. You got a new subscriber.
Appreciate your kind words! More helpful videos on the way.
Any tips if I have a calendly form (personal preference) on my page and trying to do conversion API for a booked call?
I set the trigger as page view for the thank you page for the CompleteRegistration event, but not sure if that was right or not...
Zapier and conversions api for that
Great video, thanks alot
quick Question, how would you setup conversion for "bad leads"?
You don’t
Love the video, Nuno. So are separate access tokens generated for funnel events and lead events, or is there only a single access token at any one time and it works for both funnel and lead events?
Lead evernts work off the crm and unnel events jsut normal conversion API, so I set up two for the same Dataset/pixel
Awesome video! What if I want to connect info to the API for Messenger Leads instead? Not forms
my brother... im 5 hours into this and about to shoot myself... im with you on everything up until min 20. when i go back... i dont get the same screens you are getting. youre working the same 1 pixel you created right? not 2 diffrent pixels - 1 for website and 1 for lead forms? because when i go through there is no set up button on the main screen - i have to go into settings and hit confirgure manually, but then its showing the lead form parameters - which yours does not. how do ig et to the web configuration screens for the pixel????
1 pixel for just web views, you shouldnt need to configure the pixel, thats what conversition API is for
Reach out @SalCincotta1 love to help a fellow creator probably take about 15 minutes to resolve, click on any of our links.
appreciate you my man! I think we got it figured out. fingers crossed... if not... you will be hearing from me. :) @@AutomatedMarketer
What can you do if you want to do conversion API for messages instead of instant forms or funnels?
Not following the question?
@@AutomatedMarketer I did, and not answer yet
Great video! However, lets take the booked appointment workflow as an example. How does facebook know what type of event this is as you're using the lead event? The workflow will be triggered when a lead is pushed into the specified pipeline stage, but looking at this workflow logically, facebook wouldn't know that this conversion is a booked appointment. Could you please explain how this works?
So it just sees that’s it’s moving in the pipeline and through so it treats it has a positive event . If dig into Facebook you can even build the pipeline inside of FB it’s a little more complicated but it’s a good treasure to go after lol
Great video!! Thank you for making it. Been wondering about this for months! Looking for an opinion - you mentioned lead forms attract lower quality leads. Is it more advisable to use funnels instead? Or does it matter because once you have this setup on lead forms it helps to attract better quality leads anyway?
Thanks so much for your help (or anyone else that might have an opinion on this!)
Try both for yourself , if you can control the lead quality on a form they might work, do 20 dollars on one campaign then do the other on a funnel
@@AutomatedMarketer Thanks for the response! I appreciate it 👍
thanks bro
Hi, a bit confusing for me. Can we use FB Ads to point to a funnel for the lead to opt-in instead? No setting up of pixels?
Thanks.
So if you using a funnel, you still need the pixel on each page and you need to the funnel event setup , if your using a Facebook lead form then you the lead event setup and you do not require a pixel
@@AutomatedMarketer Thanks so much for the reply!
If you use a FB AD without a lead form, do you still need to set-up the token and meta-pixel script on GHL?
And can I just use a button from the FB Ad to point directly to a URL link to a GHL funnel?
In this case, do I still need to set-up the token and meta-pixel script?
Very informative. I'm having an issue where messenger form ads are not pulling in first and last name in the facebook form mapping. Any reason as to why??
No, try redoing the ad, possibly something at setup
This video was great and all of that is working for me, so thank you, but what I need and I'm struggling with is to have a custom conversion column in Facebook showing the number of bookings from the go high level workflow. Do you know how that is done or have a video about it? Thanks again!
Change the columns on the ads I think
Thanks for the video it was really helpful. If I am capturing leads via a GHL landing page with form, and then we get our reps to call those leads to booked them in GHL as well, would I have to use the funnel events for both the lead capture and the booking part?
Or would be it be a combination of both? For instance, for the lead event I would send a funnel event with "registration complete", and for the booking I use "Conversion API - Booked"
Once again, thanks for this awesome video
For capturing leads and booking them through GHL, you can indeed use a combination of funnel events and the Conversion API. For Lead Capture: When a lead completes the form on your landing page, send a funnel event with "registration complete." and for Booking: When your reps call the leads and book them, use the "Conversion API - Booked" event. This way, you'll accurately track both lead capture and bookings within GHL, ensuring your data is organized and actionable.
@@AutomatedMarketer Awesome, totally makes sense. Thanks again for all your help!
@@AutomatedMarketerthank you so much for the video, it is extremely helpful! I have a question regarding “appointment set” conversion tracking. How do I send that info separately from leads submissions? In GHL when I choose event trigger “Form Submitted” it doesn’t let me filter down to appointment. If I need to create a new workflow with trigger Appointment set I am afraid it will be sending all the appt set including other forms outside fb as we use the same calendar for everything.
This was an outstanding video man! Thank you! So, should I create a different pixel and Conversion API for each of our products to be able to eventually use the data to get better leads? Thanks again
for better lead quality, yes one for facebook forms the other for funnel events
Thank you for this amazing explanation. Cleared up a lot of confusion I had. One question: I am using a Facebook Lead Event. My 'WON" pipeline stage change is triggered by a course sold through an order form. That is the standard order form I use duringr webinars, sales page, etc.
Is that a problem? My thinking is that FB will receive the conversion api information anyways, but what would happen if that contact did not come in via the facebook lead form? Will it acept it? Reject it?
Creating an order form just for the FB leadform subscribers would be hard because once they are participating in a webinar, along with other leads which came from different sources, is difficult to filter them such that they go to the correct order form.
What are your thoughts? Thanks in advance.
If its off a fuinnel do the funnel event instead and just use purchase.
@@AutomatedMarketer to clarify, what you mean is that instead of using an opportunity stage change to "won", just use the funnel event triggered when a purchased is made and facebook will be able to "feed" the pixel with that info? Thansk
I learned from another consultant to ONLY have one pixel per business, but I am understanding you to recommend a new pixel per ad. Can you elaborate on your position?
Not a consultant on ads, but yes one pixel per busienss , only do two if you need better segmentation, as per google they recommend another for the crm
I dont add the Lead Opportunity Value to my lead until after they purchase, because prices vary significantly. As long as i add the Lead Opp Value before moving it to the Sold Stage, it will auto send the value amount back to facebook? Im assuming those fields are mapped internally in GHL/Facebook?
Awesome video! Do you by chance have any documentation from Meta where they state that they have removed the Lead event from the Conversion API? I have Googled it and I can’t find it anywhere. My agency currently is using the Lead event and having trouble with attribution so I am thinking that since that data can’t be passed back that is part of the issue.
they added it back
BIG BIG value here, i just dont understand why when i have set everything correctly and make a purchase on my website, the event that facebook receives is "submit application" instead of "purchase". Even tho my automation send the information for "purchase" event to facebook...
Open a ticket this is known bug
Great video! I set everything up. I use mostly GHL Funnels for my Leads. But I have one question, on the Instant Forms from FB you can teach the pixel which ones are good and bad based on their stage right? But I didn't see on your tutorial if you can do the same thing for Leads coming from a Funnel. Is there a way to teach Facebook if the lead is bad or good when using CAPI for Funnel not Instant Forms? Hopefully I explained myself.
Right as of now the lead event is tracking that it moved forward in your pipeline which indicates positive signal the funnel event you dictate what signal gets sent back like appointment or registration which you can sent as a goal in your Facebook ad on creation
This video is just what I needed. Thank you! When running ads, can I select the new data source pixel?
Sure but you dont need too
Hello a question, we have this GHL form integrated into a landing page and is running through a facebook ad website conversion. How can we track on Facebook ads manager if they opt in through that specific adset, like how can we track it as leads. can the funnel API send this specific data on Fb ads manager for us then to see it?
yes, thats correct it will all show up on your facebook ads mamager report
Hey man, thank you so much for the video, i have a couple questions:
1- i'm already running ads with Leads objective, should i change my ads or run new ads with complete registration objective now for this to work? or can i keep my current leads objective ads and it will still work?
2- IN GHL in automations section when you put the access token and pixel id, it also asks you to put the facebook event name, and LEAD is actually available in the options you can select from, however it's not available on business manager when you setup CAPI, so question is, if i select LEAD in GHL, would it still work? or would i have to select complete registration?
3- I have a lead magnet funnel, so i dont wanna make an ad with a purchase objective, but i still wanna optimize my lead objective ads to bring me more people that would buy, so how can i set up a conversion API automation in GHL so that when someone is marked as closed in the CRM, it sends the data back to Meta to get more of these people?
1. looks like they re-added the lead objective again, 2. yes use lead, setup it has a lead and you can still do a conversion ad but for leads instead
Looks like they've reintroduced lead conversion on the funnel side since this video was made?
that's a good thing
@@AutomatedMarketer Absolutely. I am checking that's the case!
Hey, facebook no longer allows you to copy code... you now need to use a third party, or have a developer do it. Could you do an updated video on how this can be manually circumvented?
No idea what you are talking about just do it four times today?
Thank you for explaining it clearly.
Glad to hear that!
Great content mate extremely helpful!. My question is will all the required events/metrics automatically show up on ads manager? And should i make separate workflows for each event?
A lot is in reporting, but you ahve to play with the reports
Thanks
@@AutomatedMarketer
great video! If I'm optimising for a the Lead event within FB for example, will this whole process still work if the CAPI workflow in GHL is sending back the "schedule" funnel event? Will FB still take that as a good signal and optimise to get more leads like those? Or does the event in FB have to be the same as the one your sending back through this workflow?
yes if you are using a lead event it won't matter wont signal you send back
Thanks for the guide! How do we tell Facebook to use the tracking data to optimize the ads? I noticed that on Lead Form campaigns, I can select a performance goal, but it says: "Your CRM integration is incomplete. To get the highest quality leads from the conversion leads optimization, finish the setup process."
So apparenly as per facebook you dont, it does it based ojn teh results it sees , also if its saying incompelte go back you might of missed something
Hoping you can help - How does this work for Messenger Ads?
Thank you for that video! It really helped me! I appreciate it!
Great it helps!
@@AutomatedMarketer in the min 14.48 when you create a 3rd workflow, couldn't you have added a 2nd trigger on the 2nd workflow to track the customer won instead of creating a 3rd workflow?
Awesome video! At the opportunity stage, can I have whichever opportunity I want and it will send data to Meta? For example, if a lead can't afford the service I am providing can I have an opportunity stage called "Can't afford" and drag them there and Meta will understand to bring me more high ticket leads? Another example, let's say a lead is just bad (wrong phone number, no real name) can I have an opportunity stage called "bad lead" and Meta will understand this as well?
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Is it a yes or No?
Mine all still looks like the old version of the FB Conversion api stuff in ghl, so I'm following your other video at the moment. The stage name thing doesn't show for me. Also, when I have a client sign on with my agency, and I switch their status to WON, what facebook event name should i use? purchase? Thanks brotha!!!!
if its a purchase use PURCHASE
set it up - but not receiving event matching, even though HL says its sending info to Meta? Any ideas?
It takes up to seven days to sometimes show everyone and what do you mean by event matching?
event matching is where your hashed data from HL gets sent to Meta via the CAPI - atm it's not being picked up..getting a 0/10 event match quality score - strange@@AutomatedMarketer
So you don't add any events to fire directly on page via browser pixel, just reliant on FCAPI? IE: We usually have a "Lead" event fire on a thank- you page added with direct code on that page. But it seems there is no way to deduplicate CAPI and Browser events with High Level integration (only way to do this would be GTM?).
yes thats the point, you can still use page conversions also as offline events but iOS blocks events now so its not really good data anyway and UTM will also be blocked soon too
Hey a big thank you for this video. One question. Is there a problem if meta become data from the event manager builder & from the api? I need do turn one of them off? thank you :)
Thank you for a great video!!! Many thanks!
Glad you liked it! Stay tuned for more content.
I went to practically implement this today and unfortunately I'm very lost when it comes to the GHL workflow to make this work with the funnel events, specifically for a purchase. You barely showed what any of the triggers and sections within it are for and the settings Im unable to implement and use this tutorial due to this.
Ads are very advanced its the last thing you do , watch this playlist first then come back -ruclips.net/p/PLouep20JDz2MdczeSnwT50B9m1gXSCBtS
learned a lot form this thank u
Glad to help.
does this only work for a mapped facebook lead form?? What if you're using a GHL survey?
so the submit application and complete registration are basically both to track leads now that the lead event is gone?
yes
Awesome video!
I noticed that you don't use the Event Setup Tool - is there a particular reason for that?
Don’t need for this
I'm a bit confused, as I'm sending the "Funnel Event -> Lead" event to Facebook from my landing page form, and Facebook seems to be accepting it. It even displays the "Lead" event as being received in the events manager, as well as the "Scheduled" event after, if the user schedules an event. Is that wrong then? I'm not sure if the "Lead" option was there when I configured the CAPI inside Facebook at the time, it shouldn't because this was set up less than two weeks ago, but seems to be working? 🤔
if its showing it the yes it should be working.
I have an API Conversion Pixel set up on my WordPress website. Can I use the same pixel in Go High-level?
Yes 100 percent and it should be the same one
Great tutorial! Thank you! Does this setup send the conversion for the lead or funnel back to Facebook in order for FB to find similar audience and reduce CPL?
yes, its basically what FB is trying to do now
mine is still stuck at Step 2: Send CRM event on the pixel settings page even though on the pixel overview page it already shows that facebook has picked up the events that Conversions API in GHL fired off. Has already been 7 days. Could you show the parts after where you left off on the lead events side? The GHL documentation that was linked also leaves off abruptly here.
If your seeing the events in there then your good
Hi chefpanda, were you able to solve it?
@@damistvs6402 yep so it was something about the test events not fully registering if they cant sync up with a real facebook profile. so try putting info in that matches a facebook profile. i skipped this and just started running ads and when real profiles were pushed through the pixel settings went to the next step
Same here. Did anyone figure out how to resolve this? If I don’t go forward with the setup, how will google know which is a lead and which is a conversion? My ads are optimized for conversion.
Thanks for the Tutorial.
One question, with this tutorial we can track server-side every single events on a funnel.
But, for a complete track server-side (pageview, scroll for example) what i have to do?
This main events will be always tracked from browser and not from server?
Thanks
So this is not serverside , that is a way complex thing to do. But you can use Google analytics to do that.
you've shown creating an opportunity in GHL from trigger lead form submission., but you haven't created a lead conversion for it in GHL for creating a lead opportunity.
Your conversion event is when that lead books an appointment. Not at the stage where the opportunity was created.
So GHL doesn't send back the info that the lead was created back to Facebook?
In the article, the person created a workflow with a trigger - updated opportunity "Lead" + API Lead event!!
You have a Lead booked appointment stage + conversion lead event
Can you explain why?
Just sending signals back, that once again my conversion move peopel through my Pipeline
Hey! In meta you can`t verify subdomains. Can you still connect FB Conversion API in GHL for Funnels Events??
just the main domain, once the main is verified then you are good to go.
Hey man Awesome job,
This will help alot of people.
You run the lead and funnel events in the same pixel right?
But you mean with diferent source you can also split them into 2 separate pixels?
in the help document for the funnel event of highlevel They say "You will need to use the Facebook Lead Form Submitted trigger step to trigger this workflow." for a funnel event. I realy don't get this.
you can have both the CRM one and also conversions api and use them for what you need, once it's setup you can use on the same pixel, inside of highlevel when you use facebook Form use lead events, when you dont use a lead form use a funnel event for eveything else. If you never use lead forms ignore the lead event setup entirely
@@AutomatedMarketer thanks man! Clear! You explain it better than the GHL doc. You earned a sub
Hey guys! Thanks for the video! Just have one question... when it comes to the Funnel event, if I have my website on GHL tab "Websites" and my Offer page on the "Funnels" tab, do I have to install the Pixel Code on both or do I install it only on the Offer page?
Thanks a lot!
isntall the pixel on the heading just like the video shows in any website or funnel.
Yo, can you explain why in the Lead Event set up you set the original WF to pipeline stage "new lead" and then the second WF trigger stage to "booked appointment" ? In HL they tell you the second WF trigger stage should be the same matching the first WF pipeline stage
it was just an example
If in my funnel I have multiple forms do I need to generate a new pixel and access token for each of the forms in that funnel or it doesn’t matter since they all become a conversions once they submit it?
No, you don’t need a new pixel and access token for each form. A single pixel and access token can track all form submissions as conversions within the same funnel.
Hi, thanks again for the vid. Can't remember how many times I reviewed your vid. Do you need to set up a different data set, pixel and meta script for every new FB AD campaign? Thanks so much.
nope, its for all ads for that ad account
@@AutomatedMarketerSo thankful for the clarification!
Can we put conversion api in ghl if we use same pixel for all subaccounts (not lead forms but using funnel)?Also fb removed domain verification correct?
yes, but still has to go in all funnels and pages. No on the domain verification you still have to verify
Hey, me again - 1 question - am I right in thinking there is no way of sending dynamic conversion value?
With the CAPI action, it only works with "Order form submitted" and not "Order submitted" which doesn't send through the order info...
No datalayer info is sent with any enhanced ecommerce actions...
And even if you add an "Order confirmation" element onto the TY page, the CJS is sent inconsistently as the nth child changes each time so it can't even be captured that way.
I'm guessing this is something you would know about, and agree with me is important so that we can track ROAS on paid ads...
I would love to hear your thoughts on it!
I know we can manually add a figure but what about memberships where they can choose monthly, quarterly or annual?
We need to be able to report accurate conversion value...
Thanks :)
So kinda of, if your trigger action in highlevel is order submitted, you can use the order total shortocde in value when you send the purchasse info back to FACebook in the Capi automation
@@AutomatedMarketer hi, thanks so much for coming back to me - so the CAPI action is incompatible with that trigger, it's only compatible with Order Form Submitted, which doesn't have the values.
I've tried workarounds such as running a workflow first to send the purchase value to a custom field and inserting it that way, but the formatting in the CAPI action doesn't allow it - numeric values only are allowed.
The final outcome, is that there is no way of doing it without Zapier.
There are 3 feature requests in GHL for this to be fixed, if you want to vote on them too it will really help :) I'll find them...
Thanks so much :)
This is really helpful!!!
Glad you found it helpful! We'll create more of this. So stay tuned!
I'm having troubles with deduplication? Facebook reporting is showing that I have more leads through the ad but that's not the case.
are you using pixel conversions to, also check your starting action and make sure its filtered and not all forms, surveys, purchaes etc..
Im so confused. What if we aren't using Facebook instant forms.... my form is on the landing page, im just trying to track conversions based off of that.
Then You do funnel events Conversions API, there are two paths here you would go the funnel events path and setup only
This is great - Thanks so much
You're welcome!
can we do a whatsapp event and track it? so if a lead contacts a business through wa, can we track it as a conversion?
Never have done it but there is a messanger conversions api you might want to look into
can I set up and use the same pixel for my LP and Instant Form or would that confuse Facebook?
would I need 2 pixels for my LP and Instant form?
@@AutomatedMarketer ?
yes if you want true tracking, one for CRM leadfroms and one for Regualr funnel events
Hi, thanks for the video. One question, in the second worflow I saw in other videos that people select the same pipeline stage where the leads are added in the first workflow, in this case you added in the booked appointment instead of the lead pipeline stage, why is that?
Btw, forgot to mention that when I do the test in the link it always generates 2 different app ids
becuase it started on funnel, if it was a lead form I would do the lead events setup instead
Can this be used for an existing dataset and is there a way of getting the exact order value because my client has multiple order options with different values?
Can this be used for one click upsell purchases?
Also does this send the persons name and order value etc with the purchase event?
If you use for updsells you will create double orders, and For all that you will need server side info. Much harder to setup. Or go with Hyrdos
@@AutomatedMarketer thank you I haven't heard of hydros is it good for tracking ghl purchases via Facebook?
This is great! thank you
Welcome! Glad to help!
You are so GOATed
Do I need to chose "Maximise number of conversion leads" on the ad set level in order for this to work?
@@AutomatedMarketer No I just need answer to that question please
@@AutomatedMarketer Is it possible to still choose to maximize the number of leads as the performance goal when you use the conversion API?
@@user-qd4vb3we7t Thats a complicated question becuase it all depends on wather or not you are using lead forms, if so yes if not it can still be used but results may very. not enough testing out there yet to say yes or no to that
Great Video, Tks!
Thank you!
Had a question regarding how the pixel code (on GHL funnel) actually works.
I use the Pixel on the GHL funnel and works fine, but when someone books an appointment it seems to be sending a "Schedule" event. I'm curious as to where this is coming from as i don't have it in the pixel code to trigger a schedule event anywhere down the funnel path, would you happen to know where exactly this is coming from?
This is my problem:
When I use the pixel on the funnel AND I setup the FBCAPI to trigger when someone schedules an appointment (GHL workflow), it seems to not be deduplicating and triggering 2 "schedule" events. The Pixel event is sending an event ID but not FBcapi is not sending one , so it doesnt seem to be deduplicating.
My only fix was to completely remove the pixel and just rely on the Fbcapi to avoid double events. Should i just let the pixel trigger it annd remove it from the GHL FBCAPI workflow?
Thanks again for all your content, very helpful.
You can't use pixel tracking and capi, it's either or, so you put the pixel for only page vews and tracks conversions in CAPI
Hey for domain verification, do I need to verify subdomains as well as root domains?
I Have the same question @automated marketer
you cant verify subdomanis
may I know what is the difference of this versus UTM parameters?
UTMs track on the front and and certin Providers block UTMS now, like apple
Are you sure you can't send lead events back to FB via CAPI funnel events? I have a workflow setup that sends lead events with CAPI back to FB when a form is submitted. Although we stopped it last month so not sure if it still works. We're planning to resume the campaign next month though...
The legacy one still shows, meaning if you had set it up before, but for new setups, it's not there, you can use compelte registration (basically the same thing)
Fuck, this video is just amazing. Thanks man!
Of course, you're very welcome!
@@AutomatedMarketer Hi man, I set everything as you explained. I need to set a new campaign optimising towards purchase. I set the API in ghl to send purchases when I move conversions from lead to deal.
Just to clarify, I had all my meta campaigns in Website registrations completed but now when the lead goes to appt booked it should create a conversion for initiate checkout. Should I now create new campaigns to initiate checkout? I do not see any event firing in my event manager even though ghl says I already have 8 people enrolled at this stage. I wonder is because I do not have any campaign optimization to initiate checkouts?
Again, thanks for the help here.
king
I'm gonna make some assumptions here; I assume that you already had the form that you used to connect your "Facebook Form Fields Mapping" on the integrations within the sub-account... Is that correct? I will also assume that one must already have this in place before attempting to use this method? Im new so be nice.
yes you have to have the facebook forms fields mapped
WHY did Facebook remove the ability to select "Lead" as an event to send via Conversions API? It's utterly frustrating when you have 20+ clients all have optimized pixels for the lead event..
What are you using now instead?
its still there, so legacy wise you can still use it
complete registration
"Finish setting up conversion api" is stuck at 50%
its working, you just have to set the funnel, go through that process, should allow you to click
Landing page: 17:50
thank you!
@@AutomatedMarketeri have a couple things if you didn’t mind, and would be great-fully appreciative
1-Thank you so much for even making this video, it’s much appreciated!
2-is there ANYWAY possible, you can make a video explaining HOW after you have all this set up, you can actually retrieve this info through facebook (wherever that would be) and HOW you can use this info to get better leads? Or whatever the main point of doing this to begin with Etc.
(I’m fairly new to GHL and Facebook and yet still don’t understand what you do next with the info or with these steps you just created?)
Not sure if you already made a video explaining what the next steps are?
But if you didn’t and can help, that would super amazing!
Why duplicate contact?
Im running ads to whatsapp, messanger and ig dms, is it possible to connect the conversions api to this event so that as I move the contact through the GHL piplene I get that info tracked on ads manager?
Maybe we have not tried off of messager ads