Performance Fundamentals - Conversions API
Performance Fundamentals - Conversions API
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Fundamentals
CONVERSIONS API FOR WEB EVENTS
CO N V E R S I O N S API FOR WE B E V E N TS
Home PC Work PC
CO N V E R S I O N S API FOR WE B E V E N TS
App Events
A small number of people use
all three channels, and are your most Website
engaged customers
Events
In-store
Events
Policies are giving people People are choosing to Platforms are removing
more options to limit how opt-out of receiving ads identity and grouping the
their data is shared with on websites data shared with businesses
businesses
CONNECTIVITY LOADING
ISSUES ERRORS
Pi xel
X Conversion
Web Browser
Advertiser’s Server
This helps you to use your own
marketing data to optimize ad
targeting, decrease cost per action and more accurately Conversions API
measure campaign outcomes while respecting people’s
choices on how their data
is used.
CONVERSIONS API
13%
cost per result improvement
Define how businesses choose to use features and the information shared
Require businesses to provide their users with appropriate transparency and control
and to obtain consent in jurisdictions where it’s legally required
CONTACT INFORMATION
Decryption
Plain text Encrypted text • To guarantee the privacy
Example: “[email protected]” Example: “qWA9ToyXRSrTuEjwlZ1L8jcU19oOiUNt” and security of the contact
information, Meta uses the hashing
methodology.
Hashing
• It exists different types of
Hash Function (SHA-256)
hash functions in the industry, Meta
uses a secure hashing algorithm called
Plain text De-Hash Function
Hashed text ‘SHA-256’, which is commonly used in
sensitive industries such as online
Example1: “[email protected]” Example1:
Example2: “[email protected]” “34d31be18022626de6b311d6a76e791176d2691b6eef406f524d banking.
8f56364c187a”
Example2:
“b4fbb7781246c9944ddba75e0d1c53608956bffc4470d89fd
05270a11e4c12ed”
CONVER SIONS A PI: HOW DOES THE MA TCHING PR OCESS WOR K WITH CONTA CT INFOR MA TION?
Contact Information from Meta Apply Data Select what Contact Information
Hashed data
users/accounts Hashing to send via Conversions API
is pre-hashed (SHA-256 on lower case
(Based on lower case characters) SSL characters)
GATEWAY GATEWAY
PARTNER DIRECT (MULTIPLE ACCOUNTS)
(SINGLE ACCOUNT)
Get support from over 50 Meta Business Customize your Conversions API Connect your Meta pixel to a cloud-based Connect your Meta pixel to a cloud-based
Partners including Shopify, WooCommerce, integration by setting it up yourself via server that seamlessly shares web events server that seamlessly shares web events
Google Tag Manager, Salesforce and others. direct access to your server’s codebase. with Meta (no coding is required). with Meta (no coding is required).
The account is owned either by the The agency owns a global accounts which
advertiser or by the agency. will enable them to lead the CAPI gateway
integration on behalf of multiple
advertisers.
CONVER SIONS A PI:
DIFFE R E NT TYPE S OF INTE GR A TION
Conversions API
Gateway
Conversions API Gateway for a Conversions API Gateway for
single account multiple accounts
Help to drive client’s ad performance by
implementing the Conversions API Gateway quickly, Serves one or more instances of the Meta
Serves one or more serves one or more
easily and without developer resources. Pixels of one or more business IDs
instances of the Meta Pixels
of the same business ID
CONVER SIONS A PI:
DIFFE R E NT TYPE S OF INTE GR A TION
• Conversions API Gateway does not conflict with a direct Conversions API
integration for non-web use cases
• CRM / Subscription Conversions API implementations can be done alongside Gateway
• You can use Gateway to simplify Conversions API for web events, and use your own or other integrations for
these use cases in a hybrid approach
CONVERSIONS API GATEWAY – SINGLE ACCOUNT
Pixel 1
Meta Pixel
Business ID Pixel 2 endpoint
Pixel N Conversions
API AWS Conversions API
Gateway endpoint
CONVERSIONS API GATEWAY – SINGLE ACCOUNT
Pixel 1
Meta Pixel
Business ID Pixel 2 endpoint
Pixel N Conversions
API AWS Conversions API
Gateway endpoint
Business ID 2 Pixel
CONVERSIONS API GATEWAY – MULTIPLE ACCOUNTS
Business ID N Pixel
Enables the connections of many Meta Pixels, managed by different Business IDs that can belong to the same or different Advertisers.
Each Business has a dedicated and private Gateway UI (dashboard). A business does not have access to the Gateway data of another business.
• CONVERSIONS API GATEWAY – MULTIPLE ACCOUNTS
Marketer (with some technical expertise, Marketer (with some technical expertise,
Resource required Developer Depends on the partner
or IT support recommended) or IT support recommended)
*The only cost of the Conversions API Gateway are the associated Amazon Web Services fees.
C ONVE R SIONS A PI: DIFFE R E NT TYPE S OF INTE GR A TION
Event selection The events shared through the Meta pixel are also shared through the
Configurable Depends on the partner
(which events you can send) Conversions API Gateway
Server or server instance Advertiser or Agency owns Amazon Agency owns Amazon Web Depends on the partner
Advertiser
ownership Web Services server instance Services server instance (but usually the partner)
Automatic (based on web event setup, including Advanced Matching PII data collection must be done manually
Hashed PII collection Depends on the partner
supported as per web pixel settings) and sent with events
Product support
Conversions API Gateway
Direct integration Partner integration
Single Account Multiple Accounts
When comparing the performance of their campaign that uses just the Web pixel and one that
Co., Ltd. uses both CAPI and the Web pixel, the latter outperformed* the former with the results below.
“Otona no Jidosha Hoken” (During the delivery period)
“We implemented this solution as a high priority for our company, as we needed an alternative to
conventional measurement. As a result, we were pleased to see an increase in conversions in terms
of performance. We look forward to continuing trying out new measurement solutions with Meta in
the future.”
- Miho Kurokawa, Marketing Line, Business Promotion Department, SAISON Automobile and Fire
Insurance Co., Ltd.
“We noticed that not only featured app measurement, but also some events, including web events,
were already missing, which affected ad delivery. Being able to support Conversions API is urgent—
not just for the future, but also as a current way of measuring campaigns performance. ”
- Sohei Mitani, Solutions Strategy Department, Dentsu Digital Inc.
*Estimated probability that the same result will be obtained when re-testing under the same conditions: 89%
Methodology: Using AB test, period of 3/8/21 to 4/3/21
“With the support of our Meta solutions engineer,
implementing the Conversions API Gateway onto our
ecommerce ecosystem was able to be deployed without any
changes to the site code or input from our development team.
Connecting the Conversions Meta’s engineering team were extremely helpful in guiding us
through the deployment & post-implementation of the
API in Minutes Conversions API, allowing us to save a ton of resources
compared to building in-house. By implementing the API
The leading pizza oven company, Ooni, wanted to maximize the data they connect to Meta
for targeting, optimization and measurement by implementing the Conversions API. alongside the existing Pixel, we now have more confidence in
However, Ooni was blocked by technical challenges and the large engineering lift required
the reliability of our conversion data & reporting.”
for a Conversions API direct integration.
Ooni used the Conversions API Gateway to simplify and accelerate the Conversions API
Max Wooton
onboarding process. This codeless, self-service solution enabled a much faster and cost-
Digital Analytics Manager, Ooni Pizza Ovens
efficient Conversions API setup compared to a traditional direct integration, which could
take weeks to complete.
1 hour
Implementation via the Conversions API Gateway
€11,000
New revenue through onboarding 10 clients to the
Conversions API Gateway in just 3 months
Optimizing onboarding to provide
value to clients quickly
Space & Time is a UK-based independent agency focused on client-led growth
marketing. They wanted to expand their services to other industries, attract new
“The Conversions API Gateway implementation has proved a
clients and add more value to their clients. When they realized that the ads seamless procedure that allowed us to onboard a sizeable
ecosystem was changing with the projected depreciation of third-party cookies, they chunk of our clients, working with them to leverage their first-
saw an opportunity to help their clients prepare for these changes while also
improving their campaign performance.
party data in a way which had always proved more difficult
with traditional Conversions API implementation.
Space & Time now offers the Conversions API Gateway for multiple accounts as a
service. For the agency, this provides a commercial opportunity in adding a new
revenue stream for the Conversions API setup and maintenance while also
It afforded us an additional means of adding value for our
differentiating itself from competition. For Space & Time’s clients, they can onboard clients, while delivering improvements in performance and
to the Conversions API quickly and efficiently and take advantage of its performance offering a point of competitive differentiation at pitches.”
benefits such as a 13% decrease in CPA*.
BRUCE TISSINGTON, PAID SOCIAL LEAD, SPACE & TIME
£500 £100
Setup fee for the Conversions Monthly maintenance fee for the
API Gateway Conversions API Gateway
CONVER SIONS A PI: WHA T INTEGR A TION IS R IGHT FOR MY CLIENT
Yes No
Yes No
DIRECT GATEWAY
Good for clients: who are already working with a (SINGLE ACCOUNT or MULTIPLE ACCOUNTS)
CAPI Partner
Event Match
Redundancy Deduplication Data freshness
Quality (EMQ)
01 02 03 04
Redundant setup: 90% or Deduplicate your events: at EMQ Rating: “Good” or “Great” Reduce delay:
higher least 80% EMQ Score: >5 0 min – real time
C ONVE R SIONS A PI: OPTIMIZING THE C ONVE R SIONS A PI SE TU P
01
What is a
redundant setup?
We recommend implementing Conversions API in
addition to the Meta pixel.
We call this a redundant setup, as you will need to
share the same events using both tools.
C ONVE R SIONS A PI: OPTIMIZING THE C ONVE R SIONS A PI SE TU P
+19%
Additional Attributed
Purchase Events 1
1Based on analysis of >1K global large advertisers with direct, Conversions API Gateway or partner integrations
(partner integrations only included if >1000 integrations exist) between 2022-01-01 and 2022-03-31 with criteria of at
least 50 server and browser events, EMQ score > 5, server coverage of > 90% (but no higher than 300% to eliminate
outliers)
Then click on your Event > View Details > Event Overview tab
Best Practice
For the most reliable data connection, we
recommend using a “browser + server” connection
method for all events (ideally, at least 90%)
02
What is
deduplication?
Deduplication is when we keep only one
of the redundant events that are being
sent from both the pixel and the
Conversions API.
C ONVE R SIONS A PI: OPTIMIZING THE C ONVE R SIONS A PI SE TU P
Why is it important?
If purchase events are not deduplicated, you might
see two purchases show up in your reporting
making your measurement inaccurate.
C ONVER SIONS A PI: OPTIMIZING THE C ONVER SIONS A PI SETU P
How to setup events Standard website action Standard Event + Parameter Codes
deduplication Items added to wishlist fbq('track', 'AddToWishlist', {content_category: 'Iceland'}, {eventID: '12345'});
Purchase is made fbq('track', 'Purchase', {value: 50.00, currency: 'USD'}, {eventID: 'ord678'});
When you share the same events using the Meta pixel and
the Conversions API, ensure that both events use the
identical event name and that each event uses a unique Comments:
eventID/event_id, or a combination of external_id and fbp.
• eventID parameter for the Meta pixel is the 4th parameter in the fbq track call.
If the eventID parameter is not already sent via the Meta • Please note that this parameter is called “evendID” when sent from the Pixel versus
pixel, you will need to modify/add it to your pixel event “event_id” when sent from your Server when using CAPI.
code.
• An order number or transaction ID are two potential identifiers that can be used for eventID
(above in red). For other events without an intrinsic ID number, a random number or a
This parameter will need to be sent via Conversion API as timestamp can be used instead (above in green).
well (event_id) but only for Direct or Partner integrations
(it is not required for CAPI Gateway as it is done • The value sent in “eventID" from the Meta pixel must match the value sent in “event_id” from
automatically) your Server when using Conversions API.
Overlap %
• Overlap represents the percentage of Deduplication Keys
received using both Pixel and Conversions API
Best Practice
We recommend an overlap of at least 80%
03
Why is it important?
Matched events help you deliver your ads to people
who are most likely to take the action you care
about.
Better match quality means events are more likely to
match to a Meta account which can help you see
more conversions and lower your cost per result.
+33%
in incremental
+82%
in incremental Subscribe
Runnning shoes
Running shoes
Purchase events events.
$140.00
Source: The Meta analysis is based on the Global Conversion API based Lift studies (with 90+% confidence)
ran between 2022-02-05 to 2022-05-03 with different levels of EMQ scores. The difference in
incrementality share was observed between an EMQ score of 5.0 to 7.0 for advertisers who are passing
purchase events with Conversions API, as well as for advertisers who are passing subscription events with
Conversions API
C ONVE R SIONS A PI: OPTIMIZING THE C ONVE R SIONS A PI SE TU P
To help better assess the EMQ and actions that can be taken, we are
using a qualitative rating for each Event that uses values such as Poor,
Okay, Good, and Great.
Best Practices
• Aim for a ‘Good’ or ‘Great’ EMQ rating.
• Use the ‘Recommendation’ section to understand how to Example: Illustration purposes only
improve your EMQ.
• Use the ‘Rating breakdown’ to have a more granular view
with an EMQ score.
C ONVER SIONS A PI: OPTIMIZING THE C ONVER SIONS A PI SETU P
Having a high EMQ score can help decrease your cost per action.
Best Practices
• An EMQ score of >5 is required to use Conversions Lift
Studies
EMQ
for website events shared using the Conversions API.
(In addition to hashed email and phone parameters, contact information that you can send
includes hashed parameters for: gender, date of birth, last name, first name, town/city,
country/state, postcode/zip, country)
04
Why is it important?
Thanks for your order!
The sooner you share events with Meta, the better the
Ground coffee delivery
ad delivery system can evaluate how likely a person is subscription
$36.00
to take your desired action after seeing your ad.
Event Match
Redundancy Deduplication Data freshness
Quality (EMQ)
01 02 03 04
Redundant setup: 90% or Deduplicate your events: at EMQ Rating: “Good” or “Great” Reduce delay:
higher least 80% EMQ Score: >5 0 min – real time
C ONVER SIONS A PI: OPTIMIZING THE C ONVER SIONS A PI SETU P
Additional resources:
• How to interpret additional attributed conversions
• How to troubleshoot reasons why your additional attributed conversions results are Example: Illustration purposes only
not available
CONVER SIONS A PI: WHA T’S NEXT? HOW TO GET STA R TED TODA Y
Next steps
1. Understand what integration method is right for your client:
use the decision tree to understand how to get started
2. Here are some resources you can share with your technology,
analytics and legal teams:
• Partner integration
DATA-DRI VE N MARK E TI NG
Deciding what data PRIVACY CHOICES AND
POLICY O BJ E CTI VE S
to share
information is
used Make education part of Explain for all levels of Provide choice
the experience digital literacy and control
Making educational information Relating data sharing effects directly Creating a content strategy for data
accessible in line with your site’s to the choice in your UI establishes education that appears hand-in-hand
content to keep the main experience clear expectations. with user privacy choices and consent
undisturbed. flow.
C ONVER SIONS A PI: SHA R ING DA TA R ESPONSIBLY
Define how businesses choose to use features and the information shared
Require businesses to provide their users with appropriate transparency and control
and to obtain consent in jurisdictions where it’s legally required
Template
1. Navigate to Templates and click “Search
Gallery” next to the “Tag Templates” 2
section
Trigger
1. Navigate to Triggers and click
“New”
2
2. Choose “Custom” as the trigger
type and click “Save”
Tag
1. Navigate to Tags, click “New” and
choose the “Conversions API Tag”
template we added to the Workplace
in the very first step
Blue headphones
Container ID Variable
Event ID Variable
1. Navigate to Variables, click “New”
within the “User-Defined Variables”
1
section and choose “Custom
JavaScript” as variable type
2. Copy and paste the JavaScript code
below:
function() {
}
2. SETUP WEB CONTA INER
1
<script>
fbq('track', 'AddToCart',
{content_ids: [1]}, {eventID: {{Event
ID}}});
</script>
GA4 Configuration
1. Navigate to Tags, click “New” and choose “Google
Analytics: GA4 Configuration” tag type
a. Provide Measurement ID
b. Untick “Send page view event”
checkbox
c. Tick “Send to server container“
d. Provide “Server Container URL”
(navigate to Server Container and click
on the Container ID on the top right,
then copy Default URL)
2. Select appropriate trigger to ensure the tag fires
before any other GA4 tag on the page. We
recommend “Initialization” or “Consent
Initialization” triggers
2
2. SETUP WEB CONTA INER
3
Configure GA4 Events
3. Provide event details:
a. Select Configuration Tag
b. Provide event name
c. Provide event custom data
parameters
d. Provide user parameters
Important: to enable the collection
of user parameters set
`first_party_collection` to equal
true.
e. Add event_id
2. SETUP WEB CONTA INER
Supported GA4 event names
currently available. x-fb-cd-contents Same as `items`. A list of JSON objects that contain
the product IDs associated with the event plus
information about the products.
Available fields: id, quantity, item_price,
delivery_category
2. SETUP WEB CONTA INER
Supported custom data parameters
x-fb-cd-content_category The category of the content associated with the event.
E.g. “grocery”
See the list of the available custom data x-fb-cd-predicted_ltv The predicted lifetime value of a conversion event.
parameters on the right. Use only with CompleteRegistration events.
x-fb-cd-status
The status of the registration event as a string.
User Parameters user_data.addressData.country Use the lowercase, 2-letter country codes in ISO
3166-1 alpha-2.
Important Note: Always include your customers'
To help improve event match quality send user countries’ even if all of your country codes are from
parameters with the GA4 Events. Please see the the same country. We match on a global scale, and
this simple step helps us match as many people as
list of the available user parameters on the possible from your list.
right.
x-fb-ud-ge Gender. f for female, m for male
You can override ip address, user agent, fbp and fbc parameters by providing them within the GA4 event as shown below:
To help improve event match quality send user user_agent Manual entry for the browser user_agent
parameters with the GA4 Events. Please see the Manual entry for Browser ID (fbp)
x-fb-ck-fbp
list of the available user parameters on the right.
x-fb-ck-fbc Manual entry for Click ID (fbc)
2
3. TEST THE SETUP
4
3. TEST THE SETUP
2
3. TEST THE SETUP
Succeeded
advertiser.com
Meta Pixel
endpoint
Gateway
• Conversions API Gateway is a self-service Automatically collected by the Pixel, no need for setup!
configuration option in Events Manager that you Connection parameters client_user_agent, action_source, event_source_url,
client_ip_address
can select in order to complete the Conversions
API integration quickly and easily—without a third-
party partner integration or developer resources— Automatically generated by the Pixel, no need for setup!
Deduplication parameter
event_id
with no coding needed.
Interacts with
Advertiser’s Website
[in browser] Sends Pixel events to
Visitor
[browser connection]
Meta JavaScript Pixel Pixel endpoint
Meta
Https://advertiser.com Https://advertiser.com
Https://analytics.advertiser.com
• Sends web events to both Meta and the Conversion API Gateway
• Receives events from the Meta Pixel and sends them to Meta via Conversions API
If you do not have an AWS account, you can create one by following this
guide.
Amazon Web Services (AWS)
Requirement
WHAT K I ND O F AWS PARTNE RSHI P DO Y O U NE E D?
• AWS offers Basic (free) and paid support plans. Chose the support plan
that fits your business needs
• When you share server events using the Conversions API Gateway, you can
see the Event Match Quality (EMQ) for each event in Events Manager.
• An event’s EMQ score (out of 10) indicates how effective its customer
information may be at matching it to a Meta account.
• By default, the Conversions API Gateway shares IP Address, User Agent &
Facebook first party cookies fbp + fbc.
Best Practice
• Having a high EMQ score can help decrease your cost
per action.
Phone ph Digits only including country code and area code 16505554444
fbq('init', ‘<PIXEL ID>’, {
External ID external_id Any unique ID from the advertiser, such as loyalty [email protected]
em: '[email protected]’, membership ID, user ID, and external cookie ID.
• You can use Gateway to simplify Conversions API for web events, and use your own or other
integrations for these use cases in a hybrid approach
A PPENDIX: OPTIMIZING THE C ONVER SIONS A PI GA TEWA Y SETU P
You can see the what is the percentage of events received from browser
published to Meta
Security considerations
CO NVE RSI O NS API GATE WAY I S PRO VI SI O NE D WI THI N THE DE F AUL T VI RTUAL PRI VATE CL O UD NE TWO RK (VPC).
Conversions API Gateway 0.0.0.0/0 All Allow outbound connection to the internet from Conversions API Gateway
instance to pass events to Meta and download packages from external repositories.
0.0.0.0/0 Conversions API Gateway TCP/80 Allow inbound HTTP connection to Conversions API Gateway
instance This port is automatically redirected to TCP/443
0.0.0.0/0 Conversions API Gateway TCP/443 Allow inbound HTTPS connection to Conversions API Gateway
instance Used by browsers to send events through websockets secure (WSS) or HTTPS
A PPENDIX: CONVER SIONS A PI GA TEWA Y NETWOR K A ND SECUR ITY
CONSIDER A TIONS
Endpoints and
in-transit data
CO NVE RSI O NS API GATE WAY E X PO SE S TWO I NTE RNE T -
F ACI NG E NDPO I NTS:
Additional Security
Protections
To help reinforce the protections of Conversions API Gateway endpoints,
businesses can use their preferred cloud-based security solutions (Web
Application Firewall, anti-DDOS) from AWS or other third-party providers.
What incremental value does How will iOS14 impact the Conversions API
the Conversions API Gateway provide at Gateway?
current stage vs. only pixel?