Track Conversions
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When a customer makes a purchase from you on Facebook or Instagram within the chat, it's important to send that conversion event back to Meta so that it will reflect in your Ad data and so that Meta can use this information to show your ads to more people like that.
You must integrate Facebook and/or Instagram with Zaapi
Please note: in order to send conversion events to Meta, the user who integrates Facebook pages must be an admin (i.e have "Full Control" of both the page & ad account you want to send conversions to. You can check this in Meta Business Suite - the permissions should look something like the below:
In the chat integrations settings in Zaapi, click the small cog icon
Toggle "ON" the pages/accounts you would like to send the events to Meta for
Go to the "Workflows" tab in settings and ensure you have "Log Chat Conversion after closing" turned "ON"
This is important as the purchase event is only sent to Meta for chats that are closed and logged as a conversion
Go to the chats list and mark a chat as "Closed"
Select "Converted" and enter the amount that the customer spent (optional)
You do not need to enter an amount in the conversion
If you click "Close without logging" or "Unconverted", this will not send an event to Meta
Check that the event has been sent successfully to the specific dataset by navigating to the chat integrations page in Zaapi, clicking the small cog icon, then clicking the specific "dataset id" of the page you just converted a chat for
This will take you to Meta events manager where you can check if the "Purchase" event has been sent successfullyy (please wait atleast 1 hour for the event to show)
Meta only currently allows apps to send the "Purchase" event
The status of the customer in the business suite inbox will not change, but the event would still have been sent successfully to Meta
Ensure that you wait atleast 1 hour for the event to display
Ensure that the user who integrated the Facebook/Instagram on Zaapi is both a Page admin and an admin of the Ad account linked to that page