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  1. Facebook Offline Conversions Sync – Step by Step guide

Facebook Offline Conversions Sync – Step by Step guide

Offline Conversions is the new outstanding capability of Facebook Ads which let you push back conversions to Facebook with the goal of better tracking conversions and better calculate ROI.

In this guide, you will see how to integrate Facebook Offline Conversions (formerly called Offline Events in your Ads Manager) with your CRM.

Requirements

  1. Your CRM must be included in our integration list. If it’s not, please get in touch here.
  2. Your CRM must have a signal of converted leads. Something which state a contact is a paid customer.

How it works

Below a simple infographic on how the Offline Conversions Sync tool operates in collaboration with your CRM.

conversions sync how it works

 

Offline Conversion creation step-by-step

Before you start

Head over to the left sidebar and click on Facebook Suite > Offline Conversions.

Click on Add New and you’ll be taken to the first step of the bridge creation, that has the following steps:

  1. Account information
  2. Audience settings
  3. Source setup and fields mapping
  4. Summary

You’ll see the steps on the left side of the screen during the bridge creation process.

conversions-steps

Account information

In the first step, you should select the Ad Account and the Business Manager you’d like to assign the Conversion from the drop-down.

If you didn’t add the Ad Account already, you may click on the “Add Ad Account” button.

conversions-1

Conversion settings

  • Pick an existing Custom Conversion or choose to create a new one from the drop-down.
  • In case of a new one, enter the name that will be visible inside your Business Manager.
  • You may add some labels to organize and identify your bridge later in LeadsBridge.

conversions-2

Source setup

Here you can choose if you want to create an integration from scratch or select an existing one, already created in your LeadsBridge account.

  • Click Browse… and select the source of your contacts from the list.

source

  • You may filter source applications using group tags on the selection panel.

audience-3-source

If you choose to create a new integration, enter the information requested to authorize the account. Each configuration depend on the setup properties of the desired source application.

Contacts segmentation

  • Select the segment you’d like to use as the source for your contacts. In this example, we should choose a spreadsheet from our Google Sheet account.
  • It is also possible to add filter conditions by clicking the Source Filter button:
    • Add conditions to filter contacts and tailor specific segments.
    • Remember that source data will be processed only when all conditions added are met.

conversions-3-source

Fields Matching

Here is where the magic happens. This is the place where you match the information between the source and the Conversion fields. Map as many fields as possible to achieve higher performing data matching to people.

You’ll see a field name with the destination integration’s logo at the top, this indicates the name of the field on the Offline Conversion. Underneath there’s a box where you may add the information you’d like to send.

Please remember to specify these mandatory fields to create the Event Set.

  • Event Name: the event type;
  • Event Time: when the conversion occurred;
  • Event Value: the value of the conversion, like the amount spent;
  • Transaction Currency.

conversions-3-matching

It’s also possible to add further fields from the ones available for the destination platform.

audience-3-customfields

 

Audience sources

Here you can manage your Audience sources, for example you may add another source to combine different sources into your Offline Conversion.

conversions-3-manager

Summary

This is the recap screen before publishing the bridge, where you may choose also if you’d like to run a Simulation first.

Simulation mode provides you with the opportunity to test the sync process, to elaborate source data, without sending any information to Facebook. The outcome is the CSV report in order to verify the information processed.

Once you’re ready, click Publish to start the syncing process.

conversions-4

 

Assign the Offline Events

The final step would be edit, or assign the Offline Events Set to your campaigns in your Facebook Ads Manager.

You should select it during the campaign creation flow:

  • Head to the Tracking section
  • Select Offline events tracking
  • Then choose your offline event sets

conversions-tracking

Learn more: Set up Offline Event Tracking during ad creation

Please note: the Offline Conversions are available from the Guru plan.

Please, feel free to reach out if something is not 100% clear, you can contact us  and will be a pleasure to jump on a call and configure it with you.