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Before you run ads: tracking and follow-ups

Set these up once so every ad shows what it brought in, Meta finds more people who buy, and no chat from an ad goes quiet.

Six steps, about 15 minutes

  1. Meta Pixel: in Meta Events Manager, open your dataset and copy its ID (the long number). In Boss, Company profile, Ad tracking, paste it in Meta Pixel ID. Running Google ads too? Paste your Google tag ID (G-… or AW-…).
    Open Ad tracking β†’
  2. Conversions API: in Events Manager, your dataset, Settings, find Conversions API and press Generate access token. Copy it at once (it shows only once) and paste it in Boss under Meta Conversions API token. Press Save. Check the box is empty before you paste: some browsers fill in a saved password by themselves.
  3. Connect WhatsApp and your page to the same dataset: in Events Manager, Settings, Connected assets, add your WhatsApp number and Facebook page. A customer from a Click-to-WhatsApp ad who later pays is then counted for that ad.
  4. Connect your ad account: Customer messages, Report, press Connect ad account and allow it in Facebook. The report then shows each campaign, what you spent and what it brought in.
    Open the report β†’
  5. Follow-up template: Auto-reply settings, Channels, WhatsApp templates, press + Follow-up template (one for each language your customers use). When Meta approves it, choose it under Auto follow-up, so chats that go quiet get up to three follow-ups.
    Open WhatsApp templates β†’
  6. Give every ad its own link: Marketing, Short links, one link per ad, post or flyer. Click-to-WhatsApp ads need no link: the chat shows which ad the customer came from.
    Open Short links β†’

Questions bosses ask

Do I need all six?

Start with steps 1, 2 and 5. They take ten minutes and make the biggest difference: Meta learns who buys, and quiet chats are followed up.

Where do I find my dataset?

Meta Business Suite, All tools, Events Manager. A dataset is what Meta used to call a pixel. Make one there if you have none.

How do I know the Conversions API works?

After your first paid shop order or paid invoice, open Events Manager, your dataset, Overview: a Purchase event appears.

Does Boss see my token?

It is scrambled before it is saved and only used to send your sales to Meta.

Open this in Boss Next guide: Your monthly report

Before you run ads: tracking and follow-ups Β· Lucco Boss