Connect Facebook with SegMetrics

SegMetrics gives you the ability to analyze your Facebook campaign performance and connect it to other data sources.

With that information, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, etc. 

In This Article

• Integration Overview
• How to connect Facebook to SegMetrics
• How to configure Facebook Ads, Lead Ads and Carousel Ads
• How much historical data is synced when you first connect Facebook to SegMetrics?
• How to build a Report with Facebook 
• Frequently asked questions

Integration Overview

SegMetrics takes the spend from Facebook and purchases from your payment processor then connects them to the email addresses in your email marketing platform. 

You don't need to import the orders or tag people in a special way: they just need to be in your CRM account!

How to connect Facebook to SegMetrics

1) Click on the gear icon in the top right corner and then click "Integrations"

2) Once you're on the Integrations page, scroll down to "Available" and click on Connect next to Facebook 

This will open the Activation window, which is where Facebook will ask you to confirm the connection.

3) Once you have connected Facebook , you'll want to add the tracking value to your ads so that SegMetrics can connect individual users to each click on your ads. Follow the instructions below.

How to configure Facebook Ads

When tracking Facebook Ads with SegMetrics, you will need to configure your ads with the appropriate tracking value.

In order for SegMetrics to track your ad-spend effectively, you need to add ad_id={{ad.id}}  to the URL Parameters on each of your ads. Instructions for this can be found on Facebook's site, here.

If you would like to automatically generate your UTM values from your ads as well, you can use the following URL Parameters to track the ad-spend as well as UTM values in SegMetrics.

Note: In to make sure that your ads do not lose their likes and comment values, make sure that you update the URL Parameters in the TRACKING section of the ad, not the main URL. You can also refer to our article on Updating Facebook Ads Without Losing Social Proof.

Additionally, Facebook is continually making updates and changes to their social algorithm, so we can not guarantee that likes and comments will be retained after changing the Tracking parameters. Please refer to the Facebook documentation, or your Ad Account Manager for the latest information.

Here's how to set up your ad-tracking for Facebook

1. Log into your Facebook Ads Manager
2. Navigate to the ads tab
3. Check boxes for all ads (or just he ones you want to track)
4. Hit the edit button on the top bar and select tracking
5. Select all ads
6. Select URL parameter and paste in the full UTM values/parameters from below

utm_campaign={{campaign.name}}&utm_source=fb&utm_medium=cpc&utm_content={{ad.name}}&utm_term={{adset.name}}&ad_id={{ad.id}}

Note : To ensure that your ads do not lose their likes and comment values, make sure that you update the URL Parameters in the TRACKING section of the ad, not the main URL. You can also refer to our article on Updating Facebook Ads Without Losing Social Proof.

Tracking URLs in Posts

When you update the Ad Tracking for promoted posts, Facebook will automatically update any links in the body of the ad copy for that specific ad, just like it would for any other CTA.

That means that all your promoted post and page ads track clicks and conversion through to SegMetrics, without modifying your original post.

Facebook is continually making updates and changes to their social algorithm, so we can not guarantee that likes and comments will be retained after changing the Tracking parameters. Please refer to the Facebook documentation, or your Ad Account Manager for the latest information.

Facebook Lead Ad Configuration

Facebook Lead Ads provides an easy way to generate marketing leads without the users ever having to leave Facebook. By using Zapier together with your Lead Ads and Email Marketing Platform, it's easy to get your Facebook Leads into SegMetrics!

Since Facebook Lead Ads don't automatically import into your Email Marketing Platform, you most likely already have a Zap set up to send the Leads into your marketing funnel. You can either create a new Zap, or add a second action onto the existing app to send that data into SegMetrics. We'll assume that you already have a Zap set up to send your Facebook Leads into your marketing system.

Connect SegMetrics to Zapier

If you haven't already, follow the instructions below to connect SegMetrics to Zapier:

1. Log into your Zapier Account
2. Click on Home > My Apps
3. Search for "SegMetrics" in the dropdown, and click Connect
4. Enter the login information below:
5. Once you enter your API information, click the Yes, Continue button.

Connect Lead Ads to SegMetrics

1. Log into your Zapier Account
2. Choose "Facebook Lead Ads" as the Trigger App
3. Select "New Lead Trigger" and click Save + Continue
4. Choose the Lead Ads Account you will use, and click Save + Continue
5. Choose the Facebook Account, and Form from the dropdown, and click Save + Continue
6. Click Continue to finish configuring Facebook

7. For the action select "SegMetrics" as your App, and Track Page View as your event

   

8. For the URL enter a URL that you can easily remember as belonging to the Facebook leads. We recommend using a URL like https://facebook.com/leads/
9. After the URL make sure that you add in ?ad_id=   followed by the Ad ID field from the Lead Ad Trigger
10. In the Email field, use the email address from the Lead Ad Trigger

11. In the Referrer field enter FBLeadAds

    

12. Click Continue and Save your Zap.

NOTE: Not using Zapier? You can connect LeadsBridge and many other systems to Facebook's Lead Ads. Check out the instructions here.

Setting up Carousel Ads

Facebook has an issue where they will not apply the URL Parameters to each image in a carousel ad, only the main button. In order to make sure that your carousel ads have the correct tracking, you need to add ad_id={{ad.id}}  to the Query string of your URL.

Example: https://example.com/my-page/?ad_id={{ad.id}}

Warning about URL Shorteners

It has come to our attention that most URL Shorteners will remove all UTM and Ad Tracking from the final URL,which breaks tracking in SegMetrics, Google Analytics, Keap, and any other tracking systems that you may use. We highly recommend using your FULL URL when creating ads, or use a custom redirection service that will keep the UTM and Ad Tracking values.

You can test this by taking your link shortener, and adding ?utm_campaign=test to the end of it.

Example:

If your final URL has the UTM value still attached, then your URL shortener will work. If not, we recommend using the full URL.

(NOTE: Bit.ly USED to pass UTM values to the final page, but they discontinued that feature. Be mindful that third party systems can change at any time)

How much historical data is synced when you first connect Facebook to SegMetrics?

When you connect a new Facebook Data Source, we import the last month of ad spend, clicks and impressions for all currently active ads. Lead attribution will start as soon as the ads are configured for tracking.

Pro Tip: Once Facebook is connected and actively syncing data we store it in our own database. This allows us to accumulate data over time so that you can report on more historical data in your SegMetrics reports. 

How to build a Report using Facebook Ad data

Once your data is imported from Facebook Ads, you can create reports with the data to see how each touchpoint influences your sales.

1) Click Ad Reporting, then save it to name it

2) Select your desired filters based on dates, tags and touchpoints

3) Save it to come back to or to include the data in a custom dashboard

Frequently Asked Questions

What time zone is Facebook data synced in?

Facebook data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings. 

Why am I not seeing clicks but not any leads in SegMetrics?

This can be caused by a couple of factors, but all are easy to solve. Please go through the checklist below to make sure that the tracking is set up correctly:

1. Confirm that the Tracking Pixel is installed on all the pages, including the Landing Page that the ads are pointing to, as well as any order forms or optins after the initial landing page. You can use the Tracking Pixel Debugger to make sure that the tracking is installed.
2. Make sure that ad_id={{ad.id}} is included in the Final URL Suffix and that the ad id is being correctly passed to the landing page.
3. Confirm that the leads are entering their email address on a page that has the Tracking Pixel installed, and that if you're using any 3rd Party optin forms (like Acuity, WebinarJam, etc) that they have the tracking pixel installed as well.
4. Finally, make sure that the leads are getting added to your email marketing system. (People not getting added to the marketing is more common than you think!)
5. If you're still not seeing leads come through, please contact us at support@segmetrics.io and we'll get you up and running ASAP!

Do I need the tracking link to get the data found in my Facebook Ads account?

You do not need to create a Tracking Link for SegMetrics to track visitors from ads, it will still gather the UTM data. Tracking Links provide a simple way to get further detail of exactly which link they clicked for ads, email broadcasts, or campaigns.

To learn how to create a tracking link, click here to be taken to our URL builder quick walkthrough.

Popular Facebook Ad Metrics

Ad Spend	Ad Clicks	Ad Impressions
Return On Ad Spend	Leads	Revenue