Send To Meta
What is "Send to Meta" button, appears to be a feature for pushing lead data to Meta (Facebook). Here’s a possible description of its functionality and a content draft for it:
Last updated
What is "Send to Meta" button, appears to be a feature for pushing lead data to Meta (Facebook). Here’s a possible description of its functionality and a content draft for it:
Last updated
The "Send to Meta" button allows users to seamlessly transfer lead details to Meta (Facebook) for further engagement, retargeting, or CRM synchronization. By clicking this button, users can:
Send lead details directly to their connected Meta Business Suite.
Improve campaign efficiency by tracking and managing leads in real time.
Enable automated follow-ups through Meta’s ad system.
Seamlessly Sync Your Leads with Meta!
With just one click, transfer lead details to Meta (Facebook) and supercharge your marketing efforts. 📌 Instant Data Transfer – Sync leads in real-time. 📌 Enhanced Follow-ups – Engage prospects directly via Facebook and Instagram. 📌 Boost Conversions – Leverage Meta’s powerful retargeting tools.
Linking dataset ID and app ID
In Events Manager, there are two ways to link your app with a dataset:
Select the “Data Sources” tab, find your app’s “Setting” tab and perform the linking.
Select the “Data Sources” tab, in the “Overview” tab of your app, use the “Link to dataset” button in the “All Activity” section.
Once you complete the linking, the dataset includes the connected app.
To use the Conversions API, you need an access token. There are two ways of getting your access token:
Using Events Manager (Recommended)
Using your own app
Using Events Manager (Recommended)
To use the Conversions API, you need to generate an access token, which is passed as a parameter in each API call. Inside Events Manager, follow these steps:
Step 1 - Choose the Pixel you want to implement.
Step 2 - Select the Settings tab
Step 3. Find the Conversions API section and click on the Generate access token link under Set up manually, and follow the instructions pop-up:
Note: The Generate access token link is only visible to users with developer privileges for the business. The link is hidden from other users.
Once you have your token, click on the Manage Integrations button in the Overview tab in Events Manager. In the pop-up screen, click the Manage button next to Conversions API. This will automatically create a Conversions API app and Conversions API system user for you. There is no need to go through App Review or request any permissions
Using Your Own App
If you already have your own app and your own system user, you can generate your token inside Business Manager. To do that:
Step 1 - Go to your Business' Settings.
Step 2 - Assign a Pixel to your system user (you also have an option to create a new system user at this stage).
Step 3 - Select the assigned system user and click Generate Token.
Navigate to the Facebook integration page.
Select Page View.
Click Conversion Settings and map the Pixel ID and Conversion API.
Go to All Leads, select the desired lead from Facebook, and click Send to Meta.
