How To Set Up & Install The Facebook Pixel

Ben Heath· 17 min· 4,282 words· 19 min read· English ·Watch on YouTube

This is the full transcript of How To Set Up & Install The Facebook Pixel, published on YouTube by Ben Heath. Every paragraph carries the moment it was spoken, so you can click any line to jump straight to that point in the video, search the whole thing for a word, or copy it out.

0:00if you're using Facebook ads and Instagram ads to send people to your website or landing pages you have to have the Facebook pixel set up properly without it your campaigns are guaranteed to fail and in this video I'm going to show you the quick and easy way to get the Facebook pixel set up the right way so before I walk you through the step-by-step process of setting up the face of pixel or the metap pixel as we should now uh call it I'm going to quickly explain what the pixel actually is and what it does so it's effectively a piece of code that you put on your

0:27website or landing page that allows you to track what people do after they click on your Facebook ads Instagram ads and come through to your website do they actually go ahead and purchase do they actually go ahead and become a lead and that's really really important firstly because it allows you as an Advertiser to assess the overall um success of your campaigns to assess the return on investment we've spent this much money we've generated this much in sales or these many leads is that good for our business can we scale should we not should we stop advertising all those really important questions you can answer with the data that you get from

0:58the pixel you're also able ble to do that at a granular level as well so you could assess different ads for example ad a might produce a better cost per conversion than ad B therefore you want to scale ad a you want to turn off ad B etc etc but it also allows meta to optimize your campaigns as well and meta's machine learning process is very very powerful when you set up a campaign you select a campaign objective you select a performance goal and you effectively say to meta look this is what I want this is what I want the campaign to get me I want it to get me

1:26purchases I want it to get me leads if the pixel isn't installed then meta can't uh they don't know what a purchase or what a lead actually looks like they need that data to be able to assess this is what it looks like therefore we can get more of those and they can use all the various data points that they have how many ad Impressions was required for this person to go ahead and purchase what time of day did they purchase is this person 42 or 38 or 26 all those little data points they can use to improve the campaign so do not underestimate the importance of getting

1:53the pixel installed and set up properly without it your campaigns are just not going to do anywhere near as well as they could do with it installed and it's actually relatively quick and easy to set up when you know how so I'm going to show you exactly how we go ahead and do that right now so I'm in an example Facebook ad account I'm in ads manager and to set up the pixel I want you to First go ahead and click on these stud line all tools and then we want to go to events manager so it may well be up here in your shortcuts like it is for me or

2:17it could be down in this manage business section but either way you want to click on events manager and then um come through to that section that's where we can set up the pixel now as my screen loads what you're about to see might be bit different from what you can see on my screen because if you don't already have a pixel set up you're going to see different stuff we've got a pixel setup because this is an example ad account we use it for demonstration purposes so don't worry if what you see is a little bit different as we go through this this whole process once you get here I want

2:43you to go ahead and click on data sources okay now there's a good chance that you may already have a pixel set up if you do you'll see something that looks a little bit similar to this perhaps without the data if you haven't actually got it installed on your website and generating um information but what I want you to do at this stage if you have a pixel setup is find the pixel ID so on this page we've got it here in data set ID we've also got it underneath the uh the name of the pixel over here on the left so if you do have

3:08a pixel whether or not you've got data in this middle section or not just go ahead and copy that ID for now if you don't have a pixel set up in here just go ahead and click on this green and create button and then you'll see that there's an option to create another pixel I'm not going to do that now because we don't need another pixel for this example ad account we've already got one but it's very straightforward to actually get the pixel created if you don't already have one meta will just ask you for a bit of information about your business simple stuff Supply that

3:31follow through the process you'll get a pixel and you'll get a pixel ID which is what we need now to demonstrate this initially I'm going to show you how to set this up on a WordPress website I know that lots of people watching my content will be using Wordpress websites a lot of people using other types of websites and I'm going to talk about those in a minute so we'll start with WordPress and then we will U move on because the setup is different depending on the type of website that you have okay so if you do have a WordPress website go ahead and log into the admin

3:57dashboard um and then go into plugins like I'm here and then we need to add in a new plugin I'm an example website by the way here to demonstrate this and we have that for demonstration purposes all sorts of warnings don't worry about those cuz we don't keep it super up to date um what I want you to do is just go go ahead and add in meta into the search bar in add new and then what we are after is um here we go metap pixel for WordPress so just go ahead and click on install now um and that's likely take a second and then once it's been installed we

4:28just want to click on activate and then once the plugin is activated I'm just going to scroll down here metap pixel for WordPress I'm going to go ahead and click on settings and then we can see here it says connect your business to Facebook powerful tools I'm going to go ahead and click on get started um now what we need to do is make sure that you select your Facebook profile um and log in as such then you need to Grant the permission between the WordPress app and Facebook as I've got here so just click on next and then you get into this section here you just make to make sure

4:56that you've got all the settings correct right so you've got the right business manager and you've got the right Facebook page you can connect to the correct Instagram account if that's applicable or you can simply um skip connecting to Instagram then you want to make sure that you've got the right ad account selected uh very important make sure you got the right ad account selected click next and then obviously you want to make sure that you've got the right pixel the ID that you literally just copied you made a note of and we talked about in the previous step and um as you can see we have access to an enormous amount of

5:32AD accounts so there are tons and tons and tons but we want to find the right one make sure we select that click next and then we just have a quick check to make sure that you got right business manager right Facebook page right Instagram profile right ad account right pixel ID automatic Advanced matching I would definitely recommend turning that on that just basically provides more accurate information to your um within your ad account which is definitely something that you want and then you want to go ahead and click next and then this is just confirming that WordPress has the permission to do all the stuff

6:00and get the data between meta and pass them back and forth that you need okay so that'll just take a second to link and what this is going to do is this is going to install effectively the base code of the Facebook pixel on your website we still need to set up conversion Vents and I'll show you how to do that in a second okay so we're all done with that just follow through the process click done and we've got the base set up there which is great that's set up on our WordPress website so you can see that we've got connection pending in here that'll just take a

6:26minute to um refresh and then once it does you just want to um confirm here that we do trust this website we've set up the pixel so we're going to go ahead um tick that and click confirm there and then we should have this connection all set up nicely okay so as I said that's now the base pixel installed across our website so if people visit various pages that can be tracked you can set up custom audiences of people who have visited your website and then retarget those people that's all set up nicely and but we need to set up specific conversion events so we need to be able

6:55to we need meta to not know that someone's arrived at our website but also have they taken the ACT we want them to take have they gone ahead and and made a purchase have they become a lead have they ticked those boxes that we want them to to tick and we need to set this up so that meta knows aha if they reach this thank you page that means they've purchased if they've reached this thanks for inquiring page they've become a lead all that sort of stuff and I'll show you how to do that now so um we've got that set up in WordPress let's go ahead and jump back

7:20into our Facebook ad account within events manager okay so we can see here that in this example there's some event activity these are just page views and things along lines and because it's an example website and underneath we've got this add events section so if we go ahead and click on this now there are a few different options here and there's lots of different things that you can sort of go through and go down the rabbit hole I want to keep this relatively simple and and show you the things that are going to get you 95% of where you need to be um for 10% 5% of

7:48the effort okay to set up that conversion event go ahead and click on this add event section and we're just going to go through the integration just to skip past some stuff go ahead and click on um metap pixel and then click set up we don't need to manually add the code this is talking about the base stuff here we've already done that with that plug-in that's the easy way to do it what we want is this event setup tool so I'm going to go ahead and click on get started uh meta find some information around how this works so this is what I talked about with the

8:11conversion events this is how we let meta know okay this is a purchase this is a lead all that really important stuff so what I'm going to go ahead and do is click on open Event setup tool and then we're going to enter in a website URL so for example if we were to track this on my website so our website our agency's website is Heath media. co.uk so we could have a page that is he media ck/ thanks and that could be where everyone is redirected after they go ahead and book a free call with us for example so go ahead and put in the

8:39destination URL where you want a conversion to be triggered this could be a thank you a confirmation page of a purchase it could be a thank you page for becoming a lead depending on what you want to track it might vary but just where they're sent to after they take an important action that you want to get as many of as possible and that you want your campaign to optimize for a meta machine learning learning an AI process to optimize score okay so I'm going to go ahead and click on open website with this URL okay so that should open up uh another tab in your browser and take you

9:08through to the page that you entered in the specific URL for now this is just a four or four error because it's not a real page that I've used just using this for for demonstration purposes you can see we've got no events on this page but we do have the base Faceook pixel set up and that's why it's allowing us to do this now what we can do here is we can add events so for example we could track a button so you could track um a conversion event to a if someone clicks on a button which may make sense depending on your page or we could

9:33simply track a URL which is usually the option I go for okay so here we click on track a URL select the event you'd like to track so for example this could be lead in our business you could have different options um so for example any time that this URL so Heath media. co.uk thanks and this would be the place we'd send people to after they go ahead and become a lead we've got a different setup um which is why there a four or four page but it's just for demonstration purposes it might vary depending on how your website set up we want a lead to be triggered we can

10:01select not include a value this is just how valuable are the leads and you could change that if you wanted to I'm not going to now but sometimes people want to be able to do that and then I'm going to go ahead and click confirm okay and now that conversion event is set up so that anyone that comes to this page is triggered as a lead and then therefore if we create a Facebook ad campaign that is optimized to try and get us leads then both we can see in our Facebook ad campaign how many leads have been generated what was a cost per lead and

10:27we can do that by ad um by different ad set if you're testing targeting options all that sort of stuff it also allows meta to optimize and we talked about how important that was right at the beginning now this is just one um example of a conversion event you might have more conversion events or you might have more URLs you need to set this up for take the time to go through and really get all of this set up because it is essential to getting your Facebook ad campaigns to work properly then once you've got that set up you can come back here into events manager and

10:54check that it's actually set up properly and the data is being received so for example this this is an example um ad account as we've already discussed an example pixel we can see that the page view is nice and active um there's been 175 of those page views triggered on this example um website which makes sense CU we just use it for demonstration purposes there's no active traffic going there it's just sort of us playing around with things so that makes sense um there's one repurchase recorded uh 19 days ago again that's not a real purchase we're just testing around with things and you'll see that it says

11:23there's a yellow saying no recent activity but the the conversion event purchase is actually set up we've literally just set up lead so nothing's going to come through unless someone actually triggers that and it take a little bit of time so yeah once you've got all this set up come back in a day or so and just make sure that the data that you are seeing within here within this window matches what you can see through perhaps other um tracking if you've got Google analytics set up or something it doesn't need to be exact but it wants to be similar and that way you'll know that you've got this all set

11:49up correctly and you can move on now that's how you go ahead and set it up for WordPress and the process is somewhat similar for um for other types of websites as well so I'm just going to quickly show you like how you would go about doing that U if we go ahead and go back into add events and then we click on add new integration and then we can click on metap pixel once more and set up then if you've got another type of website a Shopify website a woocommerce website there are tons of different options depending on your business what I strongly recommend do is you go ahead

12:15and select use partner integration if I click get started on this then we can see there are tons of options depending on what website you've got where you want to install the code if you've got kajabi for example and want to install it there now obviously not going to go through every single one here it will be a 5H hour long video but just click on the one that applies you'll have to log in you'll have to provide a bit of information and then you'll be able to set up the integration and it should be all quite straightforward and then once you've done that you can follow the

12:41exact same process we just did um with um with the WordPress example get those conversion events set up if they aren't automatically set up for you like for example if you set up your Facebook pixel on a Shopify store all the conversion events will set up for you automatically the ad to carts purchase all that sort of stuff and and there are other examples where that happens as well but just make sure those are all set up properly um I'm going to go through each individual one and then you can can go ahead and do it if your website type isn't here you go into the

13:06partner integration thinking well the website I use isn't actually on here I need to go ahead and manually add the code I can't use like a WordPress plugin or or the partner integration my advice at that point is that if you're really technical you'll probably be able to work it out without my help if you're not really technical just go and hire someone on Fiverr upwork for a little bit of money to go ahead and get that set up for you because it's to be honest too technical I'm I'm not a coder I don't understand the the specific details of these things once it goes into the code level beyond the sort of

13:32partner Integrations and the WordPress plugins and things like that so just just go ahead and do that it doesn't cost much and you probably save yourself a ton of headache if you're not Technical and don't know how to set this up um quite relatively easy yourself okay very quickly I've got some really exciting news I've launched a new mentorship program to help you explode your business's revenue and profits through paid ads and marketing now in this mentorship program myself and my team will Mentor you daily literally every single Working Day and because of that spots of very limited so if you're interested you can click on a link in

14:01the video description below and book a call with one of my team members who can explain everything about the mentorship program and how it works I'm really really excited about this and I hope to be working with you and mentoring you very soon okay so the other thing I'd recommend that you do to check that your pixel is set up properly and installed properly and you're getting the right data and you can also use this by the way to check if competitors doing the same thing and if they're using the Facebook pixel if they're advertising meta so it's a really useful tool it's something called um The Meta pixel

14:26helper Google Chrome extension I've literally just searched metap pixel helper um in Google and if you click on here obviously you're going need to be using the Google Chrome browser to be able to use this but you can just go ahead and install um this something I'd recommend that you do you can see I've already got installed hence it's saying I remove from chrome and then you can use that to go through to URLs on your website and see if everything's set up properly so here's an example of an actual thank you page on our website when someone books in a free call and we can see that up here we've got this um

14:53metap pixel Helper and we can see that we've got the base code you know the page view has has been triggered by coming through to here but we've also got schedule which is the conversion event we're using to track people whose schedule um calls with us to find out more about our services and and mentorship program and things along those lines okay so this is a good way of testing it you want the green ticks um obviously that means the data is coming through um nicely but as I said you could go on any website and the metap pixel helper Will Show You Is there a code is there a base code

15:21installed on here are there any conversion events being triggered and that's useful information to check your own stuff but also Pally see what um what competitors are doing that's another thing that I would recommend you go ahead and do and have a look at to make sure that everything's working properly cuz once you've got this set up and it's working properly you shouldn't really have to worry about it again it's incredibly important but you take a bit of time to get it all right and then from then on you should be um able to focus on the other things like your offer your ad creative on that sort of

15:47stuff knowing that you've got good data coming through into your Facebook ad account now I should quickly mention there were some other steps that you used to have to do when it came to getting uh the metap pixel set up so you used to have to verify your domain and then you also used to have to set up up um your conversion events create a priority list in a aggregated um event measurement quite difficult to say um you don't have to do any of that anymore meta has that those were things that were introduced after iOS 14.5 was introduced um almost three years ago at this point and um we had to do this

16:14extra stuff but meta basically has found a way to work around that you don't have to do those things anymore I still recommend you verify your domain but it's not essential so I'm not going to demonstrate it here I've got other videos that that cover that um and you don't need to worry about a aggregated event measurement that's a tool that's gone we don't have to do it which is great news for us Facebook advertisers makes things a little bit easier getting the Facebook pixel set up is great and an essential step but if you want great results on Facebook ads you need to make sure that everything else in your

16:38Facebook ad campaigns is set up the right way as well I show you exactly how to do that in this video right here in that video I provide a full walkr of a Facebook and campaign creation from the beginning so you can follow along and make sure you get it right

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