Facebook: main integration guide

Facebook/Instagram integration guide

What’s Facebook/Instagram?

Both Facebook and Instagram have the same ad managing interface (Facebook Ad Manager), and this article describes the flow for both platforms. The most crucial point of this guide is that redirect URLs are forbidden on Facebook. If such URLs are detected on the account, they will be blocked immediately (even if you are using them in your Instagram stories directly). Facebook prohibits redirects as they potentially can lead to restricted content (adult, dating, etc.)

Important!
For all of your Facebook campaigns, no-redirect tracking with a custom tracking domain should be used instead. This method of tracking means that traffic filtering is unavailable for Facebook. For more details go to the Traffic filtering guide. 

Facebook integration allows you to:

  • pass all the conversion data back to Facebook, attaching it to the Campaigns (not only to the event manager) and optimise the Campaigns inside Facebook;
  • pause non-converting creatives and campaigns directly on a Facebook side, no manual work;
  • auto-cost update

Due to Facebook restrictions, conversion data can be delivered to Facebook within 24 hours.

Settings on the RedTrack side

1. Add Facebook template to RedTrack

Expand to see how to add Facebook template to RedTrack

1.1 go to Traffic Channel -> New from template -> find Facebook and press Add:

1.2 you can modify some Facebook parameters in the opened template. Once you’ve done it, press Save changes:

Important!
Blocked (greyed) parameters cannot be changed and should be used in the same order under the same sub-values. It’s essential for the API integration.

“fbclid” parameter is required for sending conversion information back to Facebook. This parameter should be the last in the line,meaning, that there should be no other parameters under it:

 

2. Integrate your Facebook account with RedTrack

Expand to see how to connect Facebook to RedTrack

Once you save the source template, the “Connect” button becomes active. Since it is a complex API integration, we need to get permission to integrate from Facebook first. Press connect and follow the steps after (it will ask you to verify your ad account).

You will be redirected back to your RedTrack account settings. This means Facebook accepts the integration, and you can add your Conversion API key and Pixel ID.

At this step, you integrate your Facebook Business Manager for the accurate cost update.

 

3. Create a campaign in RedTrack

Expand for more details on how to set Campaigns in your RedTrack account

3.1  use this guide to help you create a Campaign in RedTrack.

3.2 for Facebook tracking you will need to use the universal tracking script. Follow this guide to set it up.

3.3 once the campaign is created, all the tracking links and the parameters for the script will be generated automatically and include all the supported macros. Since Facebook does not support redirect tracking, you will have to use our universal tracking script for that purpose (created within step step 3.2), and the tracking parameters under the Universal script tab. Copy those parameters:

3.4 add the script to your landing page code and add the parameters string to the end of your URL

Important note 1 

It is preferable to place the universal tracking script at the end of the body section of the landing page script.

Note 2

Important note 2!

RedTrack will identify the incoming traffic based on the “cmpid” parameter. If there is no “cmpid” in the URL, the traffic will be attributed to the default organic traffic campaign. Thus, in step 9.2 of this guide you need to insert the tracking parameters from step 3.3, not any other tracking parameters.

 

4. (optional) Set the API Integration Conditional postbacks

In case you want to send the particular conversion types to Facebook, in your campaign settings, go to the Integration postback field -> choose the types needed:

Settings on the Facebook side

5. Generate the Conversion API Key

Expand to see how to generate conversion API key

5.1 go to your Facebook account -> pixel settings -> settings -> Conversions API -> Create Access Token

5.2 once generated, copy it, and add it to your RedTrack integration settings, save the changes.

 

6. Add your FB pixel to RedTrack

Important!

This block is essential if you want to send the conversion data back to Facebook.

Expand to see how to add your FB pixel to RedTrack

6.1 copy the pixel. You can find your unique pixel in the campaign settings:

6.2 there are 3 ways of adding your FB pixel to RedTrack:

  • on the Offer level, which is the preferred method and the most recommended by RedTrack;
  • on the Traffic channel level, which might be a bit limited and useful for certain types of Affiliates only;
  • via offline conversion upload, which means that you or your team has some knowledge of the settings within Facebook environment.

Mind that these ways cancel each other out, so you need to choose only one of them to proceed. Go to the tabs for more details on each of the pixel-adding ways:

Way 1: via settings of the Facebook Traffic channel you've added within step 1 of this instruction. It's a default method of adding the pixel. This way pixel will get only the conversions that have been attributed to this channel.

To do that:

a. go to the settings of the added Facebook template:

b. paste the copied (within step 6.1) pixel to the Pixel ID field in the Facebook default data source block and press Save changes:

Way 2: via Web-site (your Offer) settings. It's possible due to the maximized feature which was specially designed by RedTrack for you to get all the conversions not just from Facebook but other traffic channels as well. This feature is also meant for cases where you need to send the conversion info to separate pixels.

To do that:

a. go to the settings of the added Web-site (your Offer):

b. scroll down to the block "Add your Facebook pixels to send the conversions with the Facebook conversion API"-> insert there the Pixel ID and API key (you can take them from the Traffic channel settings or from steps 6.1 and 5.2), add the rest of needed details to the fields -> press Save:

Go to the article Offline conversion upload for the detailed guide on the matter.

 

7. Set the conversion events for Facebook. It will send your custom conversion types to Facebook automatically.

Note!

Conversion information will fall to your pixel/data source.

8. Verify your domain on the Facebook side. Follow the guide to help you do that: Domain verification for Facebook.

9. Create an Ad on Facebook

Expand to see how to create a Facebook Ad

9.1 open Ads Manager > Create Ad > Create New Campaign or Use existing Campaign -> set up campaign parameters -> copypaste your LP URL (the link without tracking parameters) to the Website URL field (for some ad types, it is called Website URL):

 

Note!

If you have no landing page/ your workflow doesn’t presuppose a landing page, copy your Offer URL and paste it to the Website URL field in Facebook.

9.2 add additional tracking parameters from your RedTrack account (step 3.3 above) to your URL in the “URL parameters” section:

Important note 1!

Make sure there are no special symbols and spaces (#, %, etc.) in the names of your ads, adsets and campaigns – otherwise the data won’t be tracked. sub=FB value should be the same as you have in your RedTrack account (step 2 of this guide).

 

Important note 2!

Facebook catches only the initial data for ads, adsets and campaign names (even when some test name was added as a draft), it will ignore all names updates you make after. If you need to be sure you receive the correct  names, add them to the tracking parameters manually:

cmpid=5f92a30bc860ee0001fa9996&sub1={{ad.id}}&sub2={{adset.id}}&sub3={{campaign.id}}&sub4=myad&sub5=myadset&sub6=mycampaign&sub7={{placement}}&sub8={{site_source_name}}

 

 10. (not obligatory) Warm up your Facebook account with test conversions

Tip!

This action is not obligatory. Warm your account up only if it is fresh and has no data.

11. Configure your events inside Facebook. Follow our Events configuration instruction to do that.

12. Set the automation and enjoy!

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