Connect your Facebook Pixel to Formli

How it works

Facebook Pixel is an analytics tool that allows you to measure the effectiveness of your advertising by understanding the actions people take on your website.

You can use the Pixel to:

• Ensure your ads are shown to the right people. Find new customers, people who have visited a specific page, or taken a desired action on your website.
• Drive more sales. Set up automatic bidding to reach people who are more likely to take an action you care about, like making a purchase.
• Measure the results of your ads. Better understand the impact of your ads by measuring what happens when people see them.

Once you've set up the Facebook Pixel, the Pixel will fire when someone takes an action on your website. Examples of actions include completing a form or making a purchase. The Pixel receives these actions, or events, which you can view on your Facebook Pixel page in Events Manager. From there, you'll be able to see the actions that your customers take. You'll also have options to reach those customers again through future Facebook ads.

Setup Guide

Step 1 - Create a Facebook Pixel (If you haven't yet)

Here is a quick how-to guide for creating a Facebook Pixel. You should have Facebook Business to create a Pixel.

1. Go to Events Manager
2. Choose the ad account for which you want to create a Pixel

3. Click Connect Data Sources and select Web


4. Click Connect

5. Add your Pixel name

6. Click Create Pixel
7. Enter the website URL to check partner integration

8. Click Check
9. Once checked, click Next
10. Choose Conversions API & Meta Pixel

11. Click Next
12. Choose the option that fits the website tech stack

Step 2 - Connect Facebook Pixel to your Formli account

1. In your Facebook Events Manager, go to Data Source and copy the ID of the Pixel you want to connect to your Formli account

2. Go to your Formli workspace and choose Settings.

3. Select Integratioons, and choose Facebook Pixel

4. Paste your Pixel ID and press Save

5. Return to Facebook Events Manager to whitelist your Formli domain

Step 3 - Whitelist the Formli domain

Facebook requires any event that fires from your Pixel to come from a whitelisted domain. You Here is a how-to guide for whitelisting third-party app domains too.

1. In your Pixel dashboard, Click on Settings
2. Scroll down to Traffic Permissions

3. Click "Create Allow List" and add humanagency.com as an allowed domain OR your whitelabel root domain

4. After 15 minutes, you should be able to test the Formli flow to trigger custom events

Here is what your Facebook Pixel dashboard should look like once connected:

As you can see on the screenshot after receiving of first event from the formli these events appear on your Facebook Pixel page. Now you can create custom conversion events from them.

Congratulations! You have successfully connected your Facebook Pixel to your Formli account. Now you can receive Formli events into your Facebook Pixel. We send data about following interactions:

• Formli View: this event appears when responder opened your Formli. It has the following parameters:
• formli_id: ID of the Formli which was viewed
• formli_name: name of the Formli which was viewed
• Formli Completion: this event appears when responder completed your Formli
• formli_id: ID of the Formli which was viewed
• formli_name: name of the Formli which was viewed
• Formli Payment: this event appears when a responder made a payment through your Formli.
• formli_id: ID of the Formli which was viewed
• formli_name: name of the Formli which was viewed
• payment_type: type of payment made by responder. Can be "Recurring" or "One-time"
• value: amount payed by responder
• currency:currency of the payment

Step 4 - Create custom conversion event to optimize your ads

Custom conversions let you optimize your ads for custom events and all URL traffic events, which aren't optimized out of the box. To set it up, you can create a custom conversion and choose a standard or custom event category that’s similar to your desired action. Then, Facebook can show your ads to people most likely to perform that action.

1. Open left navigation menu, choose Custom Conversions , then choose Create custom conversion

2. Input the name of custom conversion event, then choose the Pixel you connected to your Formli account

3. Choose a Formli event to act as conversion event

4. You will see Success message. Check it, then press Done

Congrats! You successfully created custom conversion event, and can now optimize your ads.

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To create custom conversion events specific to a Formli or response, you can add Rules. This will optimize your ads to an action within a specific Formli. See setup below for a custom conversion event that will track all payments made to the formli_ID YW5vnGao with a value greater than or equal to $50 USD.

Step 4 - Create an ad and assign a custom conversion event

1. Go to Business Settings → Data Sources → Pixels and choose the Pixel that you connected to your Formli account
2. Click Add Assets and choose the relevant ad account
3. Press Done

4. Open your Facebook Ad account
5. Create a new campaign. As an objective Conversion campaign, input the name for campaign and press Continue.
6. Configure an optimization goal in the field Optimization for Ad Delivery. Choose the custom conversion event that we created on step 3.
7. Setup targeting, budget creative for your ad, and press Publish

Congratulations! Your ad will now use the Formli’s data for optimization.