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How To Setup Facebook’s Conversion API (CAPI) With Clients on Automation Software

How To Setup Facebook's Conversion API (CAPI) With Clients on Automation Software

What is Facebook's Conversion API (CAPI)?

Facebook's Conversion API (CAPI) is a server-side tool integrated into Clients on Automation Software that enables users running paid ads to send conversion events directly from their Clients on Automation Software site to Facebook's servers. These events, such as Leads, Purchases, and more, are tracked in Facebook Business Manager for enhanced ad performance and reporting.

Modules Supporting Facebook CAPI in Clients on Automation Software

CAPI can be enabled on the following modules within Clients on Automation Software:

  • Opt-in Form
  • Checkout Form
  • 2-Step Checkout Form
  • Upsell/Downsell Module
  • Clients on Automation Software Call Calendar (available only to Ultimate Plan users and above)

Setting Up Facebook CAPI in Clients on Automation Software

Step 1: Enable CAPI Navigate to any of the supported modules mentioned above and enable the "Send Data to Facebook" option.

Step 2: Add Pixel ID Input your Facebook Pixel ID.

Step 3: Add APP Token Enter your Facebook App Token.

Step 4: Select Event Choose a specific Facebook Event you'd like to track (e.g., Leads, Purchases).

Step 5: Save Settings Click Save to complete the configuration.

Monosnap optin – COA Triage 2024-11-25 00-04-54

Helpful Resources for Facebook Conversion API Setup

Here are some articles and tutorials to guide you in obtaining the necessary details for setting up Facebook Conversion API in Clients on Automation Software:

How to Get Facebook APP Token

How to Get Facebook Pixel ID

Use these resources to retrieve your APP token and Pixel ID, which are essential for enabling Facebook Conversion API in Clients on Automation Software.

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