Integrating Facebook Pixel for Enhanced CRM Tracking

Modified on Wed, 4 Sep at 1:59 PM

Maximizing Facebook Pixel in Your CRM Tools

The Facebook Pixel is an essential tool for monitoring user behavior on your website and fine-tuning your Facebook ad campaigns. When integrated into your CRM, you can capture key events like form completions, survey responses, and calendar appointments. This data provides valuable insights for audience analysis and campaign optimization.

Prerequisites:

Your unique Facebook Pixel ID

Detailed Integration Steps:

Step 1: Embedding Pixel into Forms

Access the Form Builder: Go to the CRM's form creation and management section.

Form Builder

Choose a Form: Select the form that you want to integrate with Facebook Pixel.

Select Form

Open Options: Click on the 'Options' button to configure settings for the selected form.
Insert Pixel ID: Find the Pixel settings and input your Facebook Pixel ID.
Save the Settings: Apply the changes to activate the Pixel for tracking.

Pixel Settings

Step 2: Connecting Pixel to Surveys

Navigate to Survey Builder: Find the area in your CRM where surveys are created.

Survey Builder

Select a Survey: Pick the survey where you want to apply Facebook Pixel tracking.

Select Survey

Open the Survey Options: Click 'Options' to access settings.
Enter Pixel ID: Add your Facebook Pixel ID under the Pixel section.
Save Changes: Ensure the Pixel is integrated by saving your settings.

Save Changes

Step 3: Adding Pixel to Calendar Appointments

Go to Calendar Settings: In your CRM, navigate to calendar settings.

Calendar Settings

Edit Your Calendar: Select the pencil icon to modify the calendar.

Edit Calendar

Add Pixel ID: Input your Facebook Pixel ID into the designated field.
Save Your Configuration: Confirm the integration by saving your edits.

Save Calendar

Common Issues and FAQs

What if the Pixel ID isn’t saving? Double-check for extra spaces or incorrect characters. If necessary, refresh and try again.
Can I use the same Pixel ID across multiple tools? Absolutely! One Pixel ID can track data from different forms, surveys, and calendars.
What specific events are tracked? For forms and surveys, the 'Submit Application' event is captured, while 'Schedule' is recorded for calendars.