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Table of Contents

  1. Overview
  2. Setup Instructions
  3. Monitoring Data in Meta

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Setup Video

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1. Overview

The Meta Ads integration uses the Conversions API to send converted leads to Meta. It leverages the _fbc and _fbp cookies to link converted leads back to their original campaigns and ad interactions.
Important: Leads converted before setting up the integration cannot be sent to Meta. Only leads marked as “Winner” after the connection is established will be transmitted.

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2. Setup Instructions

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Step 1: Connect Your Meta Account

  1. Go to Octanist and navigate to Integrations > Outgoing.
  2. Select Meta / Facebook Ads.
  3. Under Account, select an Ad Account.
    Make sure you have access to the Events Manager and Campaign Manager of the Meta account you want to connect.

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Step 2: Configure Event Mapping

  • Under Mapping, select the Meta Pixel you want to send data to.
  • For Qualified Leads: select the event to send to Meta — this is set to Lead by default.
  • For Won Leads: the event sent is Purchase.
If you already have a Lead or Purchase event configured, this is not a problem. Events will be sent to the same event types, but tagged as Server or Physical Store events.In your campaigns, go to Customize Columns > Leads > Website Leads / Offline Leads to distinguish between online leads (e.g. quote requests) and offline leads (e.g. in-store purchases). Octanist events will appear under Offline Purchases or Offline Leads.

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Step 3: Set an Internal Name

Give the integration an internal name for your own reference. This is especially useful if you have multiple Meta integrations set up.

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3. Monitoring Data in Meta

Once the integration is set up, monitor the data flow in Meta by navigating to: Events Manager > Data Sources > Your Meta Pixel > Overview Check for correct data transmission and review performance metrics to ensure proper tracking and optimization.