When running Meta Ads the system tries its best to attribute the ad and ad-sets where the lead was driven from. For better reporting and help identifying your winning campaigns we recommend using Meta UTM parameters, Meta pixel and Conversion API in Workflows.

Before we get started, please review the notes below:

• If you are running traffic to a landing page make sure you setup your Meta pixel and Meta Conversion API in Workflows

• Meta will not add the UTM parameters to your links when you are viewing your ad as a preview

• Don't use any special characters or emojis in the UTM parameters or any parameter that needs to be tracked

• First ad attribution data will be recorded for contacts coming from the following "entry points" listed below, in other cases, the first attribution data will be empty.

Entry Points: 

• Form submissions

• Survey submissions

• Calendar

• Directly coming from Meta Lead From

• Two step order form

• Chat widget

• Inbounding Calls (won't work if leads call the number pool directly, but only for the click-to-call scenarios)

The following UTM tracking parameters are available on the contact level within the system:

• Source - We will add a "sources classified" section for the logic to determine how the source is assigned on the contact level

• Campaign Name:- {{contact.attributionSource.utmCampaign}}

• Adset Name:- {{contact.attributionSource.utmMedium}}

• Ad Name:- {{contact.attributionSource.utmContent}}

• Campaign Id:- {{contact.attributionSource.campaignId}}

• fbclid- {{contact.attributionSource.fbclid}}

• gclid - {{contact.attributionSource.gclid}}

• Referrer - {{contact.attributionSource.referrer}}

How to label your campaigns within Meta to ensure accurate reporting

Please Note:

Campaign name, Ads and Ad-set's need to be unique.(see "CORRECT SETUP Example" below)

The name parameters can’t be changed during the lifetime of the campaign / Ad-set / Ad. If the name has to be changed, then create a different campaign / Ad-set / Ad.

If you decided to change the campaign / Ad-set / Ad and do NOT create a new campaign, then data in the CRM system will keep referring to the original/ first campaign.

CORRECT SETUP Example:

Campaign Name: 

Campaign - Happy Teeth

Ad-set: 

Campaign#1 - Happy Teeth - Audience #1 (San Rafael, Ca 20 mile radius - M&F)

Ads: (Unique)

• Ad#1: Happy teeth - Carousel Ad - Audience #1  

• Ad#2: Happy teeth - Video Ad - Audience #1 

• Ad#3: Happy teeth - Image Ad - Audience #1

How to add UTM Parameters in Meta Ads Manager

1. Click here to be taken to your Ads Manager 

Once you are in your ads manager select the campaign you wish to add UTM parameters to then head over -> Manage ads -> Ads -> Edit.

2. Scroll down to the section that says "Tracking"

3. Click on "Build a URL parameter"

4. Complete the 7 steps below URL parameters 

1. Click on "Campaign Source" and type "fb_ad" into the field

2. Click on "Campaign Medium" and select {{adset.name}} from the dropdown

3. Click on "Campaign Name" and select {{campaign.name}} from the dropdown

4. Click on "Campaign Content" and select {{ad.name}} from the dropdown

5. Click on "Add Parameter" button

6. Enter "campaign_id" as the "Parameter name" and for the "Value" please select "{{campaign.id}}" from the dropdown menu

7. Hit "Apply" to save changes

Please Note:

Meta will take sometime to verify and approve your ads. Once approved your Ads will start running and tracking via UTM Parameters within the system.

Don't use any special characters or emojis in the UTM parameters or any parameter that needs to be tracked

When testing Meta will not add the UTM parameters to your links when you are viewing your ad as a preview.

Attribution Reporting

For more info regarding campaign and source/ attribution reporting please click here: Attribution

Troubleshooting

Q1: When previewing my Ad in FB I do not see the UTM parameters?

Meta will not add the UTM parameters to your links when you are viewing your ad as a preview

Q2: I'm not seeing first attribution data from contacts?

First ad attribution data will be recorded for contacts coming from following entry points listed below, in other cases, the first attribution data will be empty.

Entry Points:

• Form submissions

• Survey submissions

• Calendar

• Directly coming from Meta Lead From

• Two step order form

• Chat widget

• Inbounding Calls (won't work if leads call the number pool directly, but only for the click-to-call scenarios)

Q3: I changed something in my Ad, Ad-set, or campaign and now my reporting is off?

• Campaign name, Ads and Ad-set's need to be unique (see "CORRECT SETUP Example" above)

• The name parameters can’t be changed during the lifetime of the campaign / Ad-set / Ad. If the name has to be changed, then create a different campaign / Ad-set / Ad.

• If you decided to change the campaign / Ad-set / Ad and do NOT create a new campaign, then data in the CRM system will keep referring to the original/ first campaign.

Q4: I do not have a Meta Business Account or Ads manager?

Meta's Ad Manager is a sophisticated dashboard that provides users with an overview of all their paid campaigns. If you have NOT created a Business and Ad account please check out the resources below:

• How to create a Meta Business Manager

• How to create a Meta Ad account

Q5: I'm using Meta Lead-gen Ads do I still need to use UTM parameters

Yes, when running FB lead-gen ads we do recommend using UTM parameters for improved reporting. You can achieve this by adding UTM parameters as mentioned in this article.

Q6: Where should we add UTM parameters in tracking or destination url?

UTM Parameter needs to be added in tracking to track each link clicks or page visits consisting of unique meta clicks.

Q7: What is the Objectives drop down for?

You will find an Objectives dropdown on the top left in the Ad Report , Its purpose is to help define what objective the company had for this Ad campaign when creating it.