Complete guide to Facebook conversion tracking after iOS 14 by RedTrack.io Intro to FB Guide 2021 was a hard year for all Facebook marketers. It all started with Apple Privacy Update that was followed by tracking & attribution changes on FB. Facebook lost an immense amount of data to feed it to its algorithms. FB Pixel stopped being a trustworthy tool for tracking as it does not allow any optimization. If you are here, you probably got some issues with Facebook Ads too after all the mess started with iOS 14 Update. These days you need to get acquainted with Facebook Conversion API (CAPI) and Aggregated Event Measurement if you want to maintain successful performance on FB. As a marketing analytics & tracking tool, at RedTrack we decided to take the bullet. Therefore, we step out as a shield between you and a complex world of Facebook tracking & attribution. By offering you a complete solution for Facebook ads tracking & optimization after iOS updates: Integrate CAPI in several step Verify your domain (even if you are an affiliate who uses landing pages Warm-up the pixe Optimize for the event of your choic Bypass attribution window restrictions from FB In this guide, you will also find plenty of useful tips & insights for efficient work with Conversions API and Aggregated Events Measurement. Sharing is caring, so everything we know about FB Ads is yours! 1 Table of contents 3 4 5 6 7 15 16 17 18 19 20 Preparation: what do you need for the setup Set up your RedTrack account Add events to Aggregated Events Measurement Domain verification Connect the assets Save data from Facebook Complete setup with a test campaign Pixel warm-up with test conversions Prepare events for Aggregated Events Measurement Optimize for events of your choice RedTrack — your marketing partner 2 Get yourself ready For the setup of Facebook Conversion API (CAPI) and proper tracking of your ad campaigns performance, you will need the following: ! Take a look at the right top corner of each page, you can find a logo of a tool that is required to complete this step. E.g. on the next page for Step 1 you need to use FB Business Manager for the setup. Facebook Business Manager (BM) Make sure to have (or be ready to create) at least 1 Business Page, 1 Ad Account, and 1 Pixel Facebook Events Manager Facebook Ads Manager RedTrack account -Can I set up integration from my personal account? - No, if you want to send conversions back to FB, you need a business account. Reason: pixels created in the personal accounts do not have an API access token required to send conversions back to FB via API. 3 Step 1: Domain verification First thing first, according to a recent Facebook privacy update, you have to add and verify the domain where conversions happen. This step is very important as CAPI will not work as supposed to without this step. If you are a product/service owner, do not overthink and just add your domain, verify it using one of the suggested by Facebook methods, and skip to the next step of the guide. Now, if you are an affiliate promoting 3rd party products, read on. According to changes in FB attribution, all conversions should be coming from verified domains. The only domains that you can reliably verify are your landing pages. So, you need to add your landing page domain and verify it as if conversions are happening on this LP. With RedTrack, you can do that easily. > And we will show how in step №4.6 Facebook verifies a domain +1, meaning that if you verify yourlandingpagedomain.com, it will automatically verify all the subdomains, like page1.yourlandingpagedomain.com or page2.yourlandingpagedomain.com. 4 Step 2: Make sure all assets are connected It might not be evident at first, but to properly leverage the setup, you need to make sure all Facebook assets are properly connected. Go to your Facebook Business Manager → Business Settings and check the following: Brand safety → Domains and make sure that your verified domain has your FB page as a connected asset. 2. Data Sources → Pixels and check your pixel has the correct ad account added as assets. This is it for the preparation step, now we’re ready to proceed with the integration of Facebook Conversion API and RedTrack setup. 5 Step 3: Save data from Facebook In this step, we will need to save FB Pixel ID and Access token from Facebook for later use in the RedTrack account. Go to Facebook Event Manager, and in the list of Data Sources, select the pixel (data source) you want to send conversions to. Go to pixel settings: copy and save Pixel ID to a separate document as you will need this info later. 2. Then, scroll down to the Conversions API section and click Generate access token. And save it for further use in the same document next to the Pixel ID. It should be the same pixel you checked to be connected to your ad accounts on the previous step. 6 ! Step 4: Set up your RedTrack Account Now, we proceed with the steps necessary to use Facebook as a Traffic Source in RedTrack. Once you complete these tracking settings, you will be able to track an entire visitor’s journey from your ad to an offer, receiving all information regarding the visits and conversions. And what is more important - report conversion events back to Facebook for further optimization. RedTrack settings consist of the following steps: Offer setup + Landing page setup (optional Domain setu Adding Facebook as a Traffic Source Campaign setup that bands all the elements (offer, lander, domain, traffic source) together To leverage Facebook CAPI integration or send conversions back to FB via Conversion API, you need to have a RedTrack.io Pro subscription or higher. - What’s the difference between RedTrack Pro & Advanced subscriptions for FB CAPI setup? - Pro plan may be your solution if you work with one FB Business manager or one Pixel. While you should consider choosing an Advanced plan if you run ads from several business managers or use multiple different pixels. 7 4.1 Offer & Landing Page setup 1. First thing first, add an offer in the RedTrack ‘Offer’ tab. > If you’re a product/service owner, most likely, your offer is the URL to your product that you’re going to promote on Facebook. So just add an URL in the corresponding field in the Offer. > If you’re an affiliate, you’re most likely to work with affiliate networks, like Clickbank, Digistore24, etc., and promote offers from their marketplaces. In the latter case, follow this easy instruction to add Offer source (Affiliate Network) and offer in RedTrack: Redtrack.io Adding an Offer Sourse (Affiliate Network/Advertiser) 2. Configuring your landing page with RedTrack is an optional step, as you may run Facebook traffic directly to your product (most likely, in the case of product owners). But for affiliates landing pages are a must-have. Please, follow the guide below. Redtrack.io Adding a Landing Page Setting up tracking is like setting up any other analytical platform and takes some time. We have extensive knowledge base guides on the topics above and offer onboarding services to our customers. 8 4.2 Add Facebook as a traffic source in RedTrack The next step is to add Facebook as a traffic source in RedTrack. We have Facebook saved as a template for your simplicity, so there’s not much work to be done. Add Facebook template to RedTrack. Go to Traffic Sources → New → find Facebook from the list → press ‘Add’. 2. To ensure that the data about your conversions is reported back to Facebook, scroll to the ‘Subs’ (parameters) section and make sure you have “fbclid” under sub9 alias. Then click ‘Save’. Please, do not create FB traffic sources manually (avoiding the use of the template in RedTrack). Unless you add FB from templates, it will not have correct integration and pixel setup options. 9 4.3 Connect RedTrack to your FB profile via API Now you should connect your Facebook traffic source in RedTrack to your Facebook Business Manager to enable automatic cost update. Press ‘Connect Facebook’. Once you’re redirected back to your RedTrack account settings, this means Facebook accepts the integration, and you can proceed with the next step. Facebook ‘likes’ to expire API sessions from time to time, so if it stops working (like cost updates not happening), please reconnect your Facebook Business Manager first. Please consider that the recommended setup is one FB traffic source per one BM in Facebook, reading data from all the accounts in that BM. If you want to connect more than one BM, please repeat the steps to add one more FB traffic source and use it to connect another BM. 10 4.4 Add default FB pixel & access token to RedTrack Now let’s complete the Facebook pixel set up in RedTrack. Here’s where you will need the saved Pixel ID and Access Token (we made it at step №3). Put these credentials to your Facebook traffic source settings in RedTrack. Save the changes. This step is essential if you want to send the conversion data back to Facebook so it was further used for optimization. ! The pixel you add in the traffic source settings is the default one, and it will be used as a destination to send conversions from all tracking campaigns under this traffic source. But let’s suppose you run several different products and want to collect conversion data to different pixels (to have better optimization results). In that case, you can skip the default pixel settings in the Traffic Source tab and set individual pixels on the Offer level for each individual product that you promote. 🠗 To do that, go to Offers → choose the offer that you created at step №4.1 → scroll down to Pixel settings. Add as many pixels as you need them. Each pixel should be attached to its unique conversion API key and has a verified domain. The setup is the same as for the default pixel. 11 4.5 Set the conversions events for Facebook By default, we send all conversion events as “Purchase” from RedTrack to Facebook, but you can change the default conversion type name to any other label you need. Or set different names for different types. For this case, go to Tools → Conversion tracking → Conversion type, where you can set any name you want. RedTrack will be sending your custom conversion types to Facebook automatically. Conversion information will fall to your Pixel/Data Source. 12 4.6 Campaign setup in RedTrack Now that we have the traffic source in place, it is time to set up a campaign in RedTrack. Go to Campaigns → Create a new campaign. Complete the settings Choose Facebook that we just created from the dropdown menu on the Source tab Add your custom domain in the corresponding field Add offer and landing, if you have it, in the funnel settings. Other settings in the campaign (like auto-optimization, fraud check, etc.) are optional, so you can skip them. Click Save. Once you save the campaign, tracking links and pixels are generated. Since Facebook does not support redirect tracking, you will have to use our direct traffic script for that purpose. Your no-redirect script will be generated automatically and include all the supported macros. Copy the script and add it to your landing page code. If you run multiple Facebook campaigns (ad sets, ads) sending traffic to the same landing page, you do not need to create additional campaigns in RedTrack. We will capture campaign name, ad set name, and ad name automatically, and you will be able to drill down to details in reports. Redtrack.io Adding no-redirect script to your website. If you run an affiliate campaign, you can still rotate offers for one landing page (but not landing pages). Just make sure that they are consistent and follow the landing page content so your account is not banned. Still, note, running one offer per landing page with no rotation is always safe. 13 4.7 Verify your domain on Facebook & RedTrack If you’re an affiliate, please do not neglect this step. In most cases, affiliates don’t have access to the advertiser’s website (= web page, where the conversion happens). It means you cannot add the pixel we generated on the previous step to that page. Then as a solution, you need to sync your own landing page and verify it as the main domain on Facebook. RedTrack will send all the conversion events to FB via Conversion API as if conversions happen on your landing page with the verified domain. Follow our instructions on domain DNS verification of your lander for Facebook CAPI: Redtrack i omain verification for Face ook ! Once you are done with the Facebook part, you can proceed with the domain verification on the RedTrack side. To do that, go to Offers and pick the one that you created for your Facebook campaign. Go to Edit, scroll down and set up the following: Default Action source: keep it “Web”, but if you do real offline conversions with RedTrack.io, feel free to change it to what fits you best. Default Event URL: that’s the URL of your landing page with the same domain you have just verified on Facebook. . o D b So we are done with the setup on the RedTrack side and are now back to Facebook. 14 Step 5: Complete setup with a test campaign In this step, you need to create a test ad campaign on Facebook with tracking parameters from RedTrack. Open Ads Manager → Create Ad → Create New Campaign or Use existing Campaign → set up campaign parameters: Under the Website URL insert the URL of the website / LP where the traffic goes for this particular ad (the link without tracking parameters); For each ad in the campaign: scroll down to URL Parameters and paste the tracking parameters from the RedTrack campaign. Make sure there are no special symbols that can break the URL (#, %, etc.) in the names of your ads and campaigns – otherwise, the data won’t be tracked. sub=FB value should be the same as you have in your RedTrack account (step №4.2). Click Save and repeat for all ads Launch the campaign. 15 Step 6: Pixel warm-up with test conversions After all the integration steps are complete, make sure that RedTrack is recording clicks for FB campaigns (check the number of clicks near your campaign in the RedTrack account). Usually, the number of clicks in FB and RedTrack should closely match, as RedTrack updates data in real-time. Then proceed to generate test (or fake) conversions. Once you launched a Facebook ad campaign, you need to run some live clicks. We will need them for fake conversion generation Your FB clicks can be found in RedTrack click log: Logs → Clicks Copy the click id from the list and add it to Logs → Conversion logs → Add conversions The conversion will appear in your RedTrack account. Do the same with different clickIDs within a day. You will need approximately 20 conversions to warm up the account. Why is it important?🧐 Facebook will not accept your conversion event until it considers this is a real event that can be used for optimization on its side. To start running a live campaign, you need to make sure everything is up and running. And at this point, the fastest way to warm up your account is to generate some fake conversions. We don’t suggest generating fake conversions simultaneously in bulk as Facebook may not accept them. 16 Step 7: Confirm that AEM receives conversions Go back to FB Event Manager. Pick the pixel you added for this traffic source or offer. Scroll down, and you should see events sent by RedTrack in the list of events. Click the arrow down symbol at the right of the event row, and then select ‘View details’ to check if the events are coming from the verified domain In the new pop-up window go to ‘Event overview’ and in the dropdown menu to the right select ‘Domains’. Check if the domain is right there. Event frequency is a hidden parameter that signals FB the event is real and can be added to an AEM protocol. There is no official guideline (as of the time of writing this guide) for the recommended number of events and periods to generate the required frequency. Our observations show that anywhere between 20 conversions across 2 days and 40 conversions during less than 7 days do the job. Please, note that events coming via CAPI have “Server” as a connection method. If you see “Browser / Server” in the Connection method, it means that you might be sending the same event from the pixel and CAPI, and you need to add the “event id” parameter in order for FB to deduplicate them. To make things easier we suggest not to use FB pixel and CAPI at the same time for the same event. 17 Step 8: Prepare events for optimization When the event gets a significant event frequency, you will be able to add it to the AEM. You won’t understand that frequency has been generated unless you try to add the event. So let’s do it now. Go to Aggregated event measurement → Click ‘Configure Web Events’. Select your verified domain and click on it → go to ‘Manage events’. Add events by specifying your pixel / event name for each event priority. (If the event is not selectable for your pixel, FB thinks it has not reached significant event frequency). You should return to step №6 and make more test conversions yet. As RedTrack can send the same conversion events to different pixels at the same time you can work around the FB attribution issue, by having the same events but with different priorities in two or more pixels. This is especially important for equal events that may be triggered by multiple similar users, for example when measuring multiple different contact forms on the website. -What does event priority mean? Suppose you have “add to cart”, “checkout”, and “purchase” with the purchase being the highest priority event. For the user that completed all three events, Facebook will attribute conversion to “purchase”, and less likely to “checkout” and “add to cart”. It means that “add to cart” is more likely to be properly attributed to people who never initiated a checkout or completed a purchase. Please, consider the higher the event is in the list on Web event configuration on Facebook, the more important it is for Facebook optimization algorithms. 18 Step 9: Optimize for events of your choice Congrats! Now you can create a campaign and choose the events for optimization (those events we were warming up during the previous steps). Do not forget to select the pixel and conversion event that you have set up on previous steps when choosing a conversion goal to optimize for. As it’s solely the reason why you went through all this hassle with previous steps. ! We know it hasn’t been easy for you these months. So many changes started with a single update from Apple that made Facebook completely different advertising space. However, at RedTrack, we found solutions for advertisers and affiliates to keep the results from Facebook Ads that we loved. CAPI integration, domain verification, improved attribution window — the result of hard work from our developers’ team. Btw, we always welcome feedback and contribution from your side! Vlad Zhovtenko CEO of RedTrack “Digital marketing goes through tremendous changes caused by privacy updates. RedTrack is more than a tool, but a trusted partner helping to navigate through those changes. We created a dedicated FB group and run bi-weekly streams for us all to have a public dialogue to share findings, insights, and discoveries”. Learn & Connect with Facebook Ads tracking & and attribution experts Enjoy fruitful results of Facebook Ads! Join Fb group 19 Now, what else can RedTrack do for your marketing endeavors? RedTrack is more than a native Facebook CAPI solution, but a smart tool to consolidate data from all your media-buying activities across all channels. Apart from that, if you wanna go really PRO, you get access to a set of features like: Automation, rules and alerts Cross-channel multitouch attribution Partner performance reports White-label publisher portal Anti-fraud solution and more! direct advertiser Single source of truth for all your marketing activities. your website request demo 20