How To Send Funnel and CRM Purchases to a Facebook Pixel

Open Facebook Event Manager. If you don’t have a Pixel set up or would like to create new to keep track of purchases, click Add New Data Source – Facebook pixel and follow steps on screen.

Open Pixel Settings and make sure ‘Track events automatically without code’ is disabled. This is required to prevent duplicate events from being sent to Pixel from browser and server-side integration.

Press ‘Create Access Token’ button on the same page. Select a pixel you’d like to use and follow steps to create a new app. Choose to create an app in Development mode instead of Live. This is required to obtain access to Facebook Marketing API instantly.

Select or create a system user on the next step. A system user is a special Facebook user that will ‘own’ the access token, which allows not to renew the token regularly, as would be required by an integration that uses real user.

Open Facebook Business Settings for the Facebook Business that has access to the Pixel.

In Users – System Users select the System User that was created and press Add Assets to add an Ad Account that has access to the pixel with ‘Manage Ad account’ permission and an App that was created for the purpose of integration with ‘Develop app’ permission.

Once done, press ‘Generate New Token’ button, select the app and choose ads_management from the list of available permissions.

Press ‘Generate Token’ and save displayed token.

In Formsable

To begin sending Purchase events, Formsable will need to be configured with the new system user token.

Open ‘API Credentials’ and press ‘New Credential’. Select ‘Facebook’ service, enter access token that was created in the previous step. Refresh token can be left empty. Enter any name you can use to reference this token, such as name of the Facebook Business that it belongs to, in the ‘Name’ field. Press ‘Save’.

Open ‘Outbound’, press ‘New’ and select the Credential you’ve created in the previous step.

Choose desired Event Type (for example, ‘Purchase’), select Account and Adspixel from the drop-down lists below.

Press ‘Save’ once done.

All new events of selected type will now be sent to Facebook Pixel.