Facebook Integration

Facebook allows you to create custom and far-reaching social media campaigns that help people connect with and discover your business. Using CallRail's integration with Facebook, you can see calls, text messages, and form submissions as conversions in Facebook and use that data to create and target new audiences.

Use this article to learn how to:

  • Integrate CallRail with Facebook
  • Create Offline Event Sets in Facebook
  • Assign Offline Event Sets to CallRail
  • View your CallRail Data in Facebook
  • Disable your integration with Facebook

Getting Started

To send your CallRail data to Facebook you must be the administrator of both a Facebook Business Manager account and a Facebook Ad account. 

Learn more about Facebook Business Manager.

Learn more about Facebook Ad accounts.

Integrating with Facebook

CallRail’s integration with Facebook is company-dependent in your account. Follow the instructions below for each company you’d like to integrate with Facebook.

  1. Choose the company you’d like to integrate with Facebook.

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  2. Click Settings at the top of the page.

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  3. Click Activate on the Facebook integration.

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  4. Sign into the Facebook account you'd like to use for the integration. Then, click Authorize on the integration page.

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  5. You will be redirected to Facebook to authorize the CallRail integration from within your account. Click Continue.

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  6. Click OK.

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  7. You will be redirected back to CallRail to continue setting up your integration.

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  8. Choose the Facebook Business Manager Account where you'd like to send your conversions.

    Screen_Shot_2017-10-31_at_2.00.14_PM.png

  9. Choose the Facebook Ad Account where you'd like to send your conversions.

    Screen_Shot_2017-11-06_at_10.35.49_AM.png

  10. Once you've authorized CallRail to integrate with Facebook and selected a Business Manager account and Ad account, follow the next set of instructions to complete your integration setup.

Create Offline Event Sets

Use this set of instructions to create offline event sets in Facebook Business Manager. You must be a Facebook ad account administrator to create offline event sets.

CallRail will look for your offline event sets in Facebook before sending any call, text message, or form conversions.

    1. In your Facebook Business Manager account, click Business Settings.

      Screen_Shot_2017-10-12_at_4.01.50_PM.png

    2. Select Offline Event Sets.

      Screen_Shot_2017-10-12_at_4.08.08_PM.png

    3. Select Create New Offline Event Set.

      Screen_Shot_2017-10-12_at_4.13.34_PM.png

    4. Enter Calls as the name of your offline event set. Then, click Create. No description is required.

      calls.png

    5. Select the same Ad Account you chose on the CallRail configuration page. Then, click Next.

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    6. Choose whether to assign any additional users to the offline event. Then, click Next or Skip this section to finish creating the offline event set.

      FB_Users.png

    7. Repeat steps 3-6 above for text messages and form submissions where:
      • Your offline event set for forms is titled Form Submissions.
      • Your offline event set for texts is titled Text Messages.

    8. Return to the CallRail integration page and click Next.

      Screen_Shot_2017-12-06_at_4.00.01_PM.png

Assign Offline Event Sets to CallRail

Follow the steps below to assign CallRail to your Offline Event Sets in Facebook.

  1. In your Facebook Business Manager account, click Business Settings.

    Screen_Shot_2017-10-12_at_4.01.50_PM.png

  2. Select the Partners tab.

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  3. Select CallRail from the list.

    Screen_Shot_2017-11-29_at_5.17.50_PM.png

  4. Click Assign Assets.

    Screen_Shot_2017-11-29_at_5.24.34_PM.png

  5. Select Offline Event Sets.

    Screen_Shot_2017-11-29_at_5.25.40_PM.png

  6. Check the boxes next to Calls, Form Submissions, and Text Messages.

    Screen_Shot_2017-11-29_at_5.32.34_PM.png

  7. Click Assign Assets.

    Screen_Shot_2017-11-29_at_5.33.47_PM.png

  8. Click Done.

    Screen_Shot_2017-11-29_at_5.34.36_PM.png

  9. Return to the CallRail integration page and click Activate to finish setting up the integration.

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Viewing CallRail Data in Facebook

CallRail sends Facebook information about each call, text message, and form submission that comes into your business. Use the following instructions to access your CallRail data in your Facebook Business Manager account. 

  1. In your Facebook Business Manager account, click Business Manager.

    BM.png

  2. Select Offline Events from the Assets section.

    Screen_Shot_2017-11-29_at_4.51.50_PM.png

  3. Each of your Offline Events will appear in a table that shows the total number of events received, how many of those events can be matched to Facebook users, and how many of those events are connected to your Facebook Ads.

    calls_table.png

  4. To see more information about your calls, text message, or form submissions, click Details next to the event set. The graph shows your event history for the selected timeframe. 

    Screen_Shot_2017-11-30_at_11.08.35_AM.png

Disabling Facebook Integration

Disabling a company's Facebook integration will prevent your call data from reporting to your Facebook account. We'll keep your integration credentials saved in case you'd like to re-activate your integration in the future.

  1. Choose the company whose integration you'd like to disable.

    Screen_Shot_2017-10-11_at_2.45.42_PM.png

  2. Click Settings at the top of the page.

    Screen_Shot_2017-10-11_at_2.44.15_PM.png

  3. Click Configure on the Facebook integration option.

    Screen_Shot_2017-10-12_at_1.38.12_PM.png

  4. Select Disable Integration on the right side of the page.

    Screen_Shot_2017-10-11_at_2.55.25_PM.png

  5. Click Disable to turn off your Facebook integration.

    Screen_Shot_2017-10-11_at_2.55.49_PM.png

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