How To Configure Facebook Conversion API for Shopify
Learn everything you need to know about implementing the Facebook Conversion API with your Shopify store.
In this guide you will learn:
- What the Facebook Conversion API is
- What data parameters are required
- How it works with your base Facebook pixel
- Why server side tracking is growing in importance
- What impact the iOS14 update has for Shopify stores
- Your options to get up and running with your Shopify store.
But first – why is there such a big push by Facebook (and maybe your marketing agency partners) to get the FB Conversion API setup for your store?
- “Signal Loss” for Facebook. Browsers are becoming less reliable for consistent conversion tracking due to 7 day cookie expiration on webkit (i.e. Safari) browsers, browsers blocking all tracking by default, etc
- iOS14 impact placing even more importance on the 8 conversion events being accurate (more on this below)
- AdBlockers are growing in usage with some estimates stating that up to 27% of users have ad blocking enabled
- Conversion discrepancies between your Shopify orders and Facebook purchases
It’s not uncommon for most FB accounts to be short ~ 10-20% of actual orders on your Shopify store due to issues like # 1 and 3 above.
In fact, we even quantified the amount of Ad Blockers running on customer sites this past Q4.
We had no data-backed answer to the question “Why are purchases so much lower in Facebook?”.
One customer fluctuated between 5-15% of daily transactions placed by users with ad blockers enabled:
You might be wondering how we got data to GA when ad blockers were enabled by users?
Answer: server side tagging. More on this below.
Utilizing the Conversion API can help improve this accuracy while respecting user consent preferences.
In this related guide I discuss the impact cookies, ITP, and privacy regulation changes have on Google Analytics, Facebook, and A/B testing.
How Does Facebook Conversion API Work With Your Pixel
The Conversion API is not a replacement for your standard pixel tracking.
Facebook has a “pixel” that you install on your website that collects various data about the user and their interaction on your website.
Facebook relies on:
- Data from this pixel to track the user and their activity
- Data from conversions to track ad performance
These are not necessarily the same.
Facebook wants you to run your FB pixel in parallel with their Conversion API so both sources of data are available in your FB business manager.
Here’s a visual:
Why run these two in parallel?
The answer goes back to the “why”:
Fix the 10-20%+ gap with between your Shopify orders and Facebook purchase events recorded.
Plus with Facebook’s Aggregated Event Management changes in response to the iOS14 rollout, this accuracy is even more important.
The 8 conversion events per domain will be ranked based on priority. If multiple events are completed by a user (i.e. “add to cart” and “purchase”) only the higher prioritized event will be reported.
Bottom line: the Conversion API does not replace your pixel. It needs to run in parallel with your pixel to help ensure maximum event reporting accuracy.
“But, won’t my purchases be duplicated inside of Facebook if the pixel sends a purchase conversion and I send a purchase conversion via Conversion API?”
If you do not include the required parameters in your conversion API event that Facebook needs to deduplicate then yes you will send duplicate orders.
For an event to be deduplicated automagically by Facebook:
- In corresponding events, a Facebook Pixel’s eventID must match the conversion API’s event_id. An event ID example is “Order ID”.
- In corresponding events, a Facebook Pixel’s event must match the conversion API’s event_name. An event name example is “Purchase”.
Here’s what this deduplication looks like for one of our customers setup with FB CAPI via Google Tag Manager:
As long as these two parameters are included in the pixel and server side conversion then Facebook handles the rest. You can learn more about how this works here.
Conversion Events Supported with CAPI
It’s easy to assume that the conversion API == purchases.
However the conversion API can support all of your event conversions.
Events like product view, add to cart, email signups, custom conversions, etc.
Here’s an example from a customer of ours that sends these events with pixel and server:
With Facebook’s recent announcement in response to iOS14 that they will no longer utilize the 28 day conversion window and all accounts will use a 7 day click window, it’s going to make campaign ROAS even more difficult for marketers.
Especially if you rely on prospecting to new users that don’t convert within 7 days, but ultimately convert later.
We recommend the following conversion events at a minimum:
- Email Signup
- Product View
- Add to Cart
- Initiate Checkout
This ensures you have accurate data across all of your conversion metrics that can be used in a top of funnel analysis for campaigns like:
- Cost per product view
- Cost per add to cart
- Cost per email signup (and compare to revenue per email)
These can then be compared to the average revenue value for these events to help with ROI evaluation.
Plus these can help feed your value optimization reporting that Facebook is moving everyone towards as well.
Parameters Required by Facebook for Conversion API Events
In addition to sending your standard parameters like revenue, currency code, product data, etc, Facebook also requires the following data sent with conversion API server events:
- At least one customer parameter (like email, browser & IP address, etc)
They also recommend sending:
- fbp and fbc parameters which are the values set from their cookie
- External_id which is most similar to a customer ID
They don’t state exactly what they do with this data other than statements that they are used to help match the activity back to the advertising campaign.
Impact of iOS14 On Shopify Stores
I’m going to focus on what I know with this change with regards to event tracking.
If you’re interested in a deep dive on the specifics of Facebook’s announcement from a growth marketer POV, check out this article from Common Thread Collective.
A fair warning though: Facebook’s overview is not very specific to Shopify or eCommerce. So there are A LOT of unknowns with specifics to our industry.
We don’t really know the full impact of users clicking on ad from Facebook iOS app that then leads to Safari/Chrome/etc website….primarily because all of the event tracking and reporting has become nearly invisible to many marketers.
Event tracking overview:
- You’ll be limited to maximum of 8 conversion events. This is combination of events from your tracking (like purchases, add to carts), and custom conversions (from URL matching etc).
- If multiple events are completed by a user (i.e. “add to cart” and “purchase”) only the higher prioritized event will be reported. This is where the accuracy of event tracking to me comes into play the most. With Facebook moving to Value Optimization and you are missing a % of events then this could skew your ROI reporting.
- In my opinion, I believe that email and SMS signup conversion reporting is so much more important than what the industry has seen previously. With FB removing 28 day click, 28 view-thru, 7 day view-thru conversion windows, the necessity of analyzing performance of campaigns against non-purchase events is that much more important. For example if you know that every email is worth $1.50 and it costs you $0.75 to acquire an email for a campaign then you may ramp spend in similar manner you did if these were the purchase conversion values.
The bottom line for us at Elevar and our customers is this:
We are going to put as much focus as we can on ensuring all conversion events (email signups, add to carts, purchases, etc) are tracking as accurately as we can humanley support.
Options To Implement Shopify With Facebook Conversion API
You have options which is the most important thing!
Here are the main ones:
- Native Shopify integration
- Elevar + server side Google Tag Manager container
Option 1: Zapier
If you already use Zapier then you are familiar with how it works. You simply connect your Shopify store with the Facebook Conversion and choose your trigger.
The relevant triggers available are primarily:
- New order
- New customer
This is a quick and simple integration but lacks the ability to track conversions across your entire store (like add to carts, etc).
To date this has really been the only option to get up and running quickly on the conversion API.
Bottom line: This is a good option if the native Shopify (option 2) implementation doesn’t work for you due to the use of Subscription payment options, etc, or if Option 3 is too much of a stretch.
Option 2: Shopify
This was a new feature released in October 2020 and is exciting for Shopify store owners.
There are three new options to choose from in Facebook pixel settings:
The Maximum option includes the conversion API for purchase events.
Since this is changing frequently, we are keeping this list of potential gotchas updated as we learn more:
- 3rd party checkouts like Recharge, Carthook, etc that all have their own checkout processes. So if you are using the native Recharge <> Facebook pixel then this could duplicate purchase conversions because Recharge is not sending event_id (as of now at least) to deduplicate purchase events as outlined in previous section
- This sends conversion API events for all sitewide events (pageviews, product views, add to carts, initiate checkout, purchases)
- Privacy management: it’s not clear how this works with consent management. For example if a user opts-out of tracking on your site, this appears to still send data to FB.
- It does not reset cookie expiration periods set in Safari
The pro’s are obvious: it’s a simple one-click integration. Set it and forget it like the standard pixel has worked for years.
Things to consider:
- Product ID management / data you need to customize with the pixel or conversion events. If this is something you required before this update then it’s likely this integration won’t work for you (unless your requirements change)
- Do you need more than just purchase conversions sent to CAPI?
- How do you want to handle your split checkouts (Recharge, etc) that also have a FB pixel?
Option 3: Server Side Tracking via Google Tag Manager (or Elevar)
This is the option that we, Elevar, provide.
The reasons for us are simple:
- The need for merchants to move to an environment where all of their tracking is managed “server side”, not just Facebook. Google Analytics, Google Ads, Snapchat, Affiliates etc are all going to need this same type of server side tracking configured to prevent the same issues impacting Facebook.
- Centralized place for all tracking to have privacy compliance in place
- The need to send all conversion touch-points from users – not just purchases – to help improve attribution analysis
- The ability to send purchases from other channels besides just the online store (this is done via our Elevar webhook integration)
- The ability to setup automated error and data monitoring for all tracking
- Move tracking to your own 1st party context on your own subdomain (e.g. marketing.getelevar.com) to help combat ad blockers
For the vast majority of merchants on Shopify, their native integration will likely be the best and fastest way to implement Facebook Conversion API.
But for merchants that want all sitewide events and/or require more control how their Facebook integration is setup, you will need to utilize Google Tag Manager server side tagging for this.
Here is a visual on how this server side tagging process works:
In this example, the SS container is your server that lives on a 1st party domain (e.g. collect.getelevar.com), and enables you full control over all of your tracking.
The other benefit to a SS container is the ability to send data from multiple places to use in your tracking:
And most importantly the ability for you to manage privacy consent in one data pipeline that feeds to all of your marketing tags.
Most channels are releasing updates to allow you to send conversion data even if the user has opted out (or never opted in).
Here is Google Ads/Marketing platform overview on this process for maintaining conversion ROI while respecting user privacy.
Translated: if the user opts out then you can still send conversion data to Google that does not infringe on user privacy. It’s a win/win. User is protected. You get your conversion for ROI analysis.
What To Do Next
The great thing about moving forward with implementing the Facebook Conversion API with your Shopify store is that you have options.
Here is what we recommend:
- Talk with your marketing agency/team to determine what your requirements are for Facebook tracking. Do you want more than just purchases sent via CAPI?
- Do you have to consider Recharge, Carthook, etc?
- Consider future of tagging in 2022. Do you want to move all of your tracking (not just Facebook) to a server side environment?
- Look at other channels you might look to scale – do you have order discrepancies with these that are impacting your business?
If any of the above are important to your brand then we recommend taking a look at the GTM server side option with Elevar 2.0.
You can get this up and running yourself in a few hours. Plans start at $50/month – view our app store listing to get started.
Or you can book a call with us today and we can discuss your specific needs and how we are managing with other customers.
If you want to learn more about Server Side Tagging, FB Conversion API, and the “why”, watch the replay of this recent webinar: