Integrating CallTrackingMetrics with Facebook

Linking CallTrackingMetrics to your Facebook Business account allows CTM to send activity data to Facebook as datasets. This Facebook integration is available on Marketing Pro, Sales Engage, Enterprise, Growth, and Connect plans.

For this integration, the setup requires two main steps:

• Linking your CallTrackingMetrics and Facebook Business accounts
• Configuring a trigger in CTM to send activity data to Facebook
  • Note: You will also need to ensure that your Facebook user has Campaign Management permission for the Facebook Campaign(s).

Linking Accounts

1. Navigate to Settings → Integrations → Facebook.
2. Click Link to Facebook.
   
3. You will be directed to Facebook. Log into the account you wish to link to your CallTrackingMetrics account.
4. Your account is now linked to Facebook. On the integration settings page in CTM, click or scroll to the Facebook Business Manager section and select the name of the account you wish to associate with CTM.
   
5. In the Partner Setup section, copy the provided Partner Business ID: 1547475115562142.
6. In your Facebook Business Settings, navigate to the Partners page and click +Add to add a new partner.
   
7. Enter the Partner Business ID 1547475115562142 and click Next.
   
8. You will now have an opportunity to choose which Dataset you wish to associate with your CTM account. Select Datasets in the setup window, then check the boxes next to all datasets you want to associate with CTM.
   
9. Then click Assign Assets.
10. In the confirmation window that appears, click Done.

Sending Data to Facebook

You must create a trigger to send your CallTrackingMetrics data to your Facebook Business account. Because triggers are highly customizable, you can:

• Choose to have data sent under particular conditions
• Adjust what information is sent in specific fields
• Send data to different datasets on Facebook

To create a basic trigger:

1. Navigate to Settings → Integrations → Facebook, then click or scroll down to the Trigger Setup section.
2. Use the drop-down menus to select the ad account and Dataset where you wish to send your activity data.
   
   • If the ID is not in the drop-down, click create trigger to add the ID manually. 
3. Click View Facebook Offline Conversion Trigger. The basic trigger that is created has the following settings:
   • The name is set to Facebook Offline Conversion.
   • The trigger will run at the end of each activity for all tracking numbers in your account.
   • The Dataset ID will be set based on the Dataset you selected from the integration settings page.
     •   Note: If an offline event set already exists, You will have until March 2025 to migrate an offline event set to Dataset. In the meantime, you will need to manually swap the new Dataset ID with the old Event Set ID. 
        
   • The Event Name is set to Lead.
   • The default Currency is set to USD (United States dollars).
   • The default Value for the event is set to {{sale.value}} (the dollar value entered for the converted call or other activity in your CTM account).
     
4. Review the default settings and make any desired changes. Here are some custom settings you might find helpful:
   1. You may wish to add requirements that must be met before an event will be sent to Facebook, such as:
      • A minimum call duration or an activity for a particular tracking source. Click here to learn more about setting rules for triggers.
   2. If you do not set conversion dollar amounts for your activities or wish to send a different value instead, you can use tokens to select what information to send in the Value field (such as call duration).
   3. If you have multiple Datasets on Facebook, you can send events to all of them based on the rules you set. In your trigger settings, click Add Action and select Send Facebook Offline Event to create settings for additional Datasets.

5. Select Save Changes.