Step 1: Create an FB Pixel

1. Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.

2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
   
   
   
   
   

3. Head over to the left sidebar and then click on Connect Data Sources
   

4. Choose Web in the options that show up, and then hit Connect.
   
   

5. If you already have pixels, it will ask you to choose between them or create a new pixel. Click on Create new Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
   
   
   
   
   
   

6. It will then ask you to provide the URL of the CRM's website/funnel where you will add your pixel code.
   
   

Please add in the domain of the funnel/website where you will later add in the pixel code and then click on Check.

If your domain is eligible for this process, then you will see a green checkmark in the domain field., you

Once you see the green checkmark, click on the Next button that appears instead of the Check button.

 7. It will then show you a popup asking you to Choose how to connect your website. 

            Choose the first option, Conversions API and Meta Pixel.

8. It will then ask how you want to Set up Conversions API to connect website activity. Choose Set up Manually.

9. It will take you to the Overview tab for the Manual Implementation process. Read through the instructions and then click on Continue.

10. You will then be taken to the Select Events tab. You will see a dropdown to choose which Industry you are setting up this Pixel for. Choose the one most relevant to your client.

Then it would be best to choose the events you want to send to Facebook. Select all the events you wish to send to Facebook, and click on wishContinue.

11. You will be taken to the Select Parameters tab, where a few Event Detail Parameters will already be checked. Checkmark Event ID, as the Best Practices tooltip recommends it to the right.

12. Then, under Customer Information Parameters, you will see that Client User Agent will already be marked for you. You must check the Client's IP Address, First Name, Client ID, Email, Business ID, and Last Name.

Please Note

You need to atleast select these same checkboxes for every single event that you added to this Pixel.

13. It will then ask you to review the Setup and check all the Parameters you have chosen for each Event one last time. Once you are sure everything is set up as you need it to be, click on Continue

14. In the next step, click on Continue Pixel Setup.

15. You will be shown a popup to Connect website activity using Pixel; choose Install Code Manually.

16. Click on Copy Code to copy the pixel code.