How to Set up Your Facebook Pixel & Custom Conversions For Your Funnel Without Stress

Here, here! Congratulations on taking action to gather important data insights for your health coach business. If you have created your first funnel in ClickFunnels, now it's the time to set up your Facebook pixel & custom conersions. According to Facebook, "The Facebook pixel is an analytics tool that helps you measure the effectiveness of your advertising. You can use the Facebook pixel to understand the actions people are taking on your website and reach audiences you care about." 

My objective in this post is simple.

I will show you how to set up your Facebook pixel and your custom conversions for your funnel using ClickFunnels. These custom conversions are pivotal to understanding your customer behavior so you can further optimize your ads and improve lead generation and conversions.

Without stress.

Without allowing the tech to intimidate you.

Let's get started!

SET UP YOUR FACEBOOK PIXEL FOR YOUR FUNNEL

  • Go to Facebook Business Manager to grab the pixel.

  • Click "Pixels" and then "Set up." Under set up, click "Install your pixel code." Copy the entire pixel code in section 2 on that page.

 
Pixel Code Facebook.png
 
  • Go to you funnel in ClickFunnels to install your pixel code.

  • Paste the code into the "Head Tracking Code" section inside the settings button (upper right in ClickFunnels). That puts the Facebook pixel on every page of your funnel. Cool, right?

 
ClickFunnels Tracking Code Section for Your Facebook Pixel Code.png
 

Awesome! You are well on your way now.

Next, we will set up custom conversions using event codes on Facebook. 

CREATE YOU CUSTOM CONVERSIONS FOR YOUR FUNNEL

  • Go to your Facebook Business Manager and instead of "Pixels," you will want to select "Custom Conversions" on the "Measure & Report" column (Events Manager section).

 
Custom Conversions Column Facebook Pixel.png
 
  • Then, you will click on "Add a Custom Conversion." Please note that I recommend creating custom conversions on every step of the funnel, so you can have complete data insights for retargeting. This is done on Facebook. At the minimum though, custom conversions should be created for high-event pages such as registration page, thank you page, order confirmation page, etc.

 
Add a custom conversion Facebook Pixel.png
 

 

  • Go to the first step of your funnel (usually the opt-in page), and click on the little arrow on the right (highlighted in yellow on the image below). This will allow you to preview your link and page. You will copy the URL link as it shows on the preview page (the link that comes up after you click on the litter arrow on the image below. Not the link that shows up on the image below before you click the litter blue arrow that is highlighted). Note: this is important because the preview link may be different from the link displayed below and in order for the Facebook pixel to fire, the link has to be identical to what a visitor of your page will see when they view the page.

 
Webinar Registration Facebook Custom Conversion and Pixel.png
 
  • Then, go back to your Facebook page where you clicked on "Add a Conversion" to start creating your custom conversion. Paste the link in the URL field and select "URL Contains."

 
Create a custom conversion Facebook pixel funnels.PNG
 

Note: You have an option to select "URL Contains" or "URL Equals." Always select "URL Contains" if there is a possibility that the URL will change. Always select "URL Equals" if the URL will never change (like a website blog post). ClickFunnels is known for having dynamic links meaning sometimes they add special letters and numbers, so we need to use "URL Contains." By using "URL Contains," even if ClickFunnels adds special characters at the end of our link, it is still going to count as a conversion.

  • Next, you will want to select a category. Note that the category drop-down fields correspond to the event codes on Facebook. You can have multiple custom conversions that are "View Content" for example. Or "Add Payment Info." Because this is the first page or step in your funnel, selecting "View Content" for the opt-in page makes sense.

  • Lastly, name your conversion--in my case, I went with the name of the webinar (Think Introspective) + name of the page (registration page). So my complete conversion name was "Think Introspective: Webinar Registration Page." It doesn't matter what your name is as long as it is a good identifier so you can form conclusions when you analyze your Facebook data.

  • Next, make sure you install the Facebook Pixel Helper. Facebook Pixel Helper is a great tool to help you troubleshoot any errors with your pixel and to ensure correct pixel installation.

  • You will then want to go to your opt-in page in ClickFunnels and preview it as a visitor. Simply copy the link that was highlighted on the image above in yellow (the preview link) for each page of your funnel and paste it in an incognito window to test the page. Look at your Facebook Pixel Helper to ensure your pixel is firing.

  • Go back to your Facebook page to check for Pixel activity. Note: Custom conversions won't show on Facebook Pixel Helper Chrome Extension. But, if you go the opt-in page link in ClickFunnels as I described earlier and view your opt-in page as a visitor, that action will trigger the activity of the custom conversion to change from "No activity yet" on Facebook to "Active" once you refresh your page on Facebook. The little circle will change to green to confirm the Pixel activity. See image below for details. The green active circle indicates that the custom conversion is firing correctly. The red circle image indicates no activity because I didn't test the page yet.

 
Activity Facebook Pixel.png
 

Note: Make sure that your ad blocker is turned off for your ClickFunnels domain. If you have your ad blocker turned on, you will see an error in your Facebook Pixel Helper that says this:

"The Facebook pixel code on this page didn't load, so no information was sent to Facebook." Disabling the ad blocker will fix the error.

 
Facebook pixel code on this page didn't load so no information was sent to Facebook.png
 

And that's it! You created your custom conversion for the first step of your funnel. Well done.

Next, you will want to mimic these steps to create the remaining custom conversions for each of the steps in your funnel. Remember, each page of your funnel should have its own custom conversion.

And, don't miss this tip...

For the remaining conversions, set the categories that make sense based on the activity on the page. Remember that you can have duplicate categories. The important thing to note is that they should match the activity as close as possible and that your naming convention together with the category will be something you can recognize when you analyze your data insights. Here are the categories I recommend:

  • Opt-in or webinar registration page - View Content

  • Webinar countdown - Complete Registration

  • Webinar replay - Lead

  • Webinar sales page - View Content

  • Webinar order form - Add to Cart, Initiate Checkout or Add Payment Info

  • Tripwire thank-you page - Complete Registration (they have given you their email address)

  • Webinar Order Confirmation - Purchase

And that's it! You are done. 

Your funnel is now optimized for the results that matter to you the most. And for a small business, that's priceless!

Next step?

Maybe you can set up a webinar funnel using my Webinar Blueprint:

Here's how to Get Clients Using Irresistible Webinar Funnels Even If You are an Introvert so You Can Stop Wasting Time on Worthless Social Media Posts

And, my wellness friend, that's a wrap for this post! 

[Full Disclosure: Some of the link used may be affiliate links. This means that at no additional cost to you, I may earn a small commission if you click through a make a purchase. Trust & transparency is important to me and I work hard to ensure I only recommend what I call "game changers" for your business.]