To publish workflows, you must set up both a workflow trigger and a workflow action. Without these two elements, you can save the workflow but cannot publish it.1. Let's get started, click 'Automation'
2. Create Workflow
3. Time to start from scratch
4. Ready to add some actions? Click on the '+' button to proceed.
5. Use the search bar to find the action you need.
6. Want to utilize Facebook's Conversion API? Let's click on it.
The Conversions API allows advertisers to send web events directly from their servers to Facebook, circumventing the restrictions caused by third-party blockers like those on iOS, Chrome, and ad blockers.
7. Now we need to enter our Access Token.
To obtain an Access Token, go to "Facebook Business Manager" within your Facebook account settings, find the Conversion API section, and select "Generate Access Token." Copy the generated token and paste it into the "Access Token" field in your workflow. Note that for new business pages, you may need to configure your "Social issue, electoral or political ads" settings and verify your identity to access the token.
8. Alright, let's move to the next step by entering our Pixel ID.
Find the Pixel ID in the details section of the Facebook Business Manager's settings and enter it into the "Pixel ID" field in your workflow.
9. What's the name of your Facebook event?
Select an event name from the provided list.
10. Input 'Value'
Enter the monetary amount related to the chosen Event Name in this field.
11. Presently, what's our currency? Choose from the drop-down list.
Indicate the currency for the value in this field.
12. On to the test phase! Enter your test code.
For testing the workflow, access the Facebook Business Manager, navigate to the data sources, select the appropriate pixel, and copy the test code from the test event configuration. Remember, this test code is for trial purposes only. Once testing is completed satisfactorily, remove the test code from this field and save the workflow again.
13. Fantastic job so far! Complete the process by clicking on 'Save Action'.
