How to enable META Conversions API with Jumper.ai

Objective

How to enable META Conversions API with Jumper.ai

Applies To

• Jumper
• Facebook

The Conversions API helps you improve your marketing by creating a direct connection between your marketing technology and Meta's platform, providing you with more complete data to better optimise your ads.
The Conversion API for Business Messages allows businesses to send event data about valuable customer interactions in business chats directly to the Meta servers. Events are actions taken by users within the business chat over Messenger such as viewing content, adding items to a cart, initiating a purchase, or making a purchase.
Read more about Conversion API below:
Conversions API
About Conversions API

Content

1. Setting up Conversions API under the Facebook Business account & integrating with Jumper.ai
2. List of customer actions during Jumper.ai's checkout process
3. Set up a Click to Messenger Ad Campaign & track Conversion metrics based on Events
4. Review Ad Metrics (Availability: During the Campaign; Detail level: Campaign, AdSet, Ads)
5. Review campaign performance (Availability: One day after the campaign starts; Detail level: Campaign)

Prerequisites

1. To enable Conversions API for Business Messages under your Facebook business account, the following need to be shared with META to whitelist your Facebook Business account:
   a. Facebook Page ID (Connected with in Jumper.ai)
   b. Business Manager ID
2. After Meta has whitelisted your Page ID & Business Manager ID, you need to enable Conversions API under Meta Business Suite, to start tracking your events.
3. After enabling Conversions API, you will need to send Dataset ID to Meta for whitelisting. This Dataset ID is the one which is created while setting up the Conversions API.
   

Setting up Conversions API under the Facebook Business account & integrating with Jumper.ai

Follow the below steps to enable Conversions API under your Meta Business Suite account:

1. Log in to your Facebook business account, then under Business Settings >> All tools, click on Meta Business Suite. 
   
   
   
   
2. Follow the below steps to enable Conversions API under your Meta Business Suite account:
   
   
   
   
3. Now click on Events Manager.
   
   
   
   
4. On the Events Manager page, hover on the Add icon, then click on the + Connect data sources option.
   
   
   
   
5. Under Connect a new data source pop-up window, select the Messaging option & click on Connect.
   
   
   
   
6. Under Connect Facebook Page, select the page that is whitelisted & connected with your Jumper.ai account, then click on Next.
   
   
   
   
7. Under Setup with existing data, select Create a new set of data option.
   
   
   
   Now Select I’ve read and I understand and click on Start Integration.
   
   
   
   Note: In case you have an existing dataset already created (e.g. Kevin K’s demo), select the same then click on Start integration.
   
   
   
   
8. Now select Direct integration under Choose a path, then click on Next.
   
   
   
   
9. Next you will have to select the Event details parameters, select the Messaging tab under Source & select the parameters that you wish to send with Purchase events. Enable options for Event ID, Content-Type, Content category, Number of items, Delivery category, max. Rating value, Order ID, Content name, Payment info available, Content IDs, Contents, and Description. Then click on Continue.
   
   
   
   
10. Review your setup, then click on Confirm Setup.
    
    
    
    
11. Now click on Finish to generate the Conversions API. 
    
    
    
    
12. Go to Data Sources in the menu.
    
    
    
    
13. Then click on the connected Data source, then go to its Settings & locate the Dataset ID & copy the same. Ensure you have Dataset ID readily available.
    
    
    
    
14. Continue scrolling to locate the Generate access token option, click on the same to generate your access token, and copy the same. Ensure you have the access token readily available.
    
    
    
    
15. Now get your Dataset ID along with the Meta Business account whitelisted by sharing it with your Meta representative and your Messaging partner.
16. Once whitelisted, navigate to Sales channels >> Facebook on your Jumper.ai dashboard, then click on Page settings.
    
    
    
    
17. Now go to the Facebook Pixel tab on Page settings, add your Dataset ID & Conversion access token copied earlier under the Conversions API section, then click on Save.
    
    
    
    
18. After establishing the connection, when your customers proceed with the checkout process for your products within Messenger, you can monitor those events by navigating to Facebook >> Meta Business Suite >> All tools >> Events Manager.
    Here, you can view the tracked events like AddToCart, ViewContent, InitiateCheckout, Purchase, etc.
    
    
    

Here is a list of customer actions during Jumper.ai's checkout process, all of which have been mapped to Conversion API Events within Meta.

Event: ViewContent

Trigger Condition: When a user engages with a business & initiates a product flow via a product hashtag (#sportscollection) or via product flow CTA in a bot, the ViewContent event is activated and transmitted to META through the conversion API.

Below is an example of a bot trigger for ViewContent Event.

Event: AddToCart

Trigger Condition: When a user engages with a collection flow, selects a quantity in a collection and then clicks on Proceed, the AddToCart event is activated and transmitted to META through the conversion API.
Collection Example:

Trigger Condition: When a user engages with a single product flow & then selects a quantity for the product, the AddToCart event is activated and transmitted to META through the conversion API.
Single product example:

Event: InitiateCheckout

Trigger Condition: When a user enters the checkout flow & provides their email address along with the shipping address, the InitiateCheckout event is activated and transmitted to META through the conversion API.
Note: A new user will be prompted to provide an email address before shipping address, while a registered user will not be prompted to email & directly skip to the address.
Below is an example of a user adding a new address during the checkout flow.

Below is an example of a user selecting the existing address during the checkout flow.

Event: Purchase

Trigger Condition: When a user completes a checkout flow & order is confirmed, the Purchase event is activated and transmitted to META through the conversion API.
Below is an example of the Order Confirmation which triggers the Purchase event. 

Set up a Click to Messenger Ad Campaign & track Conversion metrics based on Events.

1. To get started, first go to your Facebook setting >> All tools >> Ads Manager or click on the link here.
   
   
   
   
2. Click on the +Create option under campaigns.
   
   
   
   
3. Select the campaign objective as Engagement.
   
   
   
   
4. Select Conversion location as Messaging Apps.
   
   
   
   
5. Select Messenger channel under Messaging apps, then choose Performance Goal as Maximize number of conversations.
   
   
   
   
6. Select Start Conversations under Message Template & click on Edit.
   
   
   
   
7. Select the Frequently Asked Questions option under the dropdown & add the same, this will trigger the Messaging Partner flow. Then Save & publish your ad.
   Learn more about Messenger Ads here.
   
   
   

Review Ad Metrics (Availability: During the Campaign; Detail level: Campaign, AdSet, Ads)

1. Now under Ads Manager, click on Columns, then select Customize Columns.
   
   
   
   
2. Navigate to Messaging and select the following events:
   A. Messaging conversations started
   B. Welcome message views
   C. Messaging conversations replied
   
   
   
   
3. Navigate to Conversions - Standard Events and select the following events:
   A. Content Views
   B. Add to Cart
   C. Checkouts Initiated
   D. Purchases
   
   Click on Save as Preset at the bottom left to be able to view these metrics easily in the future.
   Then click on Apply.
   
   
   

Review campaign performance (Availability: One day after the campaign starts; Detail level: Campaign)

1. In Ads Manager, select Ads Reporting.
   
   
   
2. Select Personalized Insights from the left navigation bar.
3. Click on See Report for the completed Click to Messenger ad campaign.