Table of Contents

1. Introduction
2. Step 1: Connect Your Facebook Ad Account
3. Step 2: Insert Northbeam UTM Parameters
4. Facebook Ads FAQ
   • How do I connect an extra account or remove an account?
   • Will my Facebook Ads be reset to the learning phase?
   • Can you track conversions from Meta Shops?
   • How can I see Meta Shops credit?
   • Why do I see a data discrepancy?
   • I think there's an issue with tracking. Please help!

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Introduction

This guide will show you how to set up tracking for the following Facebook metrics in Northbeam:

• Spend, impressions, visits and all conversion-based metrics attributed to Facebook Ads
• Creative metrics imported from Facebook Ads’ in-platform reporting

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Advertise on Meta Shop?

• Shopify Stores - Make sure your store is connected to Facebook and Instagram by Meta
• Custom Stores - Make sure to label your Meta Shop orders with an order_tag (Server API) and reach out to our team with the name of the tag.

For more information, learn about Meta Shops (and TikTok Shops) here.

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Step 1: Connect Your Facebook Ad Account

What does the connection do?

Northbeam natively integrates with the Facebook Ads API. By doing so, we pull all your current and historical Campaigns, Adsets, and Ads from your account, along with a list of useful metrics. Notably, we pull impressions, which fuel our view model and unlock our Clicks and Views attribution model. We also pull ad spend and list of in-platform conversion & creative metrics to help you with decision making.

How to connect your Ad Account

How to connect:

• Onboarding Flow - If you're in our onboarding flow, please navigate to Integrations
• Activated Dashboard - If your dashboard is activated, please go to Settings > Connections

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Note: The credentials used must have admin access to the Ad Account.

For a visual walkthrough, reference the video below.

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Step 2: Insert Northbeam UTM Parameters

Please add the following UTM parameters in the URL Parameters field for all new and existing Facebook Ads:

nbt=nb%3Afb%3A{{site_source_name}}%3A{{campaign.id}}%3A{{adset.id}}%3A{{ad.id}}&nb_placement={{placement}}

Step-By-Step Guide:

For a visual walkthrough of setting up UTM parameters, reference the video below.

Using Legacy Facebook UTMs with Northbeam

Northbeam can also track ads using UTMs from other tools like Triple Whale, Hyros, Rockerbox, or Wicked Reports. If your ads already use these UTMs, you may not need to implement Northbeam's UTMs.

🚨 Important: Ensure the UTM Keys and Values match exactly, including capitalization.

Have existing UTM parameters?

If you have existing parameters, add ours to the end and use an ampersand (&) to connect your existing parameters to our parameters.

For example:

utm_source=paid&utm_medium=facebook&nbt=nb%3Afb%3A{{site_source_name}}%3A{{campaign.id}}%3A{{adset.id}}%3A{{ad.id}}&nb_placement={{placement}}

UTM Auto-Appending

To ensure optimal tracking, Northbeam will attempt to place UTM parameters on all newly created Facebook ads from any ad accounts connected to your dashboard. We ask to please also manually append our UTMs.

If you prefer the UTM Auto-Append functionality disabled on your account, please reach out to our Support team.

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Facebook Ads FAQ

1. How do I connect an extra account or remove an account?

Reference our step-by-step guide below:

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2. Will my Facebook Ads be reset to the learning phase?

Yes, editing UTMs on active ads resets the ad to the learning phase, which may temporarily affect performance.

Our recommendation:

• Update all your Facebook Ads at once to minimize disruptions and start benefiting from Northbeam tracking immediately.
• Alternatively, you can wait for a low-traffic period or your next creative refresh to make changes. (Note: Ads without Northbeam UTMs won't be fully tracked.)

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3. Can you track conversions from Meta Shops?

For Shopify:

No action needed here! We've got you covered when it comes to tracking conversions from Meta Shops. By utilizing Shopify's data, we meticulously identify and record all completed orders through Meta Shop.

For All Other Platforms:

It's important for us to understand which order(s) were placed via Meta Shops.

Step 1: Within the Orders API, please insert a unique Order Tag ("order_tags" in API Docs) and resend the orders.

Step 2: Please notify our team and let us know the name of the tag associated with Meta Shops

Step 3: Our team will notify you when we're good to go!

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4. How can I see Meta Shops credit?

Your Attributed Revenue and Transactions will seamlessly incorporate this credit, whether you're using the Clicks Only attribution model or the Clicks + Views attribution model.

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Note:

The Northbeam Pixel doesn't fire on Meta Shops, so we don't track Visits. Consequently, the Visits count won't be recorded, and CPCs (Cost Per Clicks) may appear inflated for any Campaigns, Ad Sets, or Ads running Meta Shops.

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5. Why do I see a data discrepancy?

Discrepancies in Revenue and Orders are expected. Here’s why:

• Northbeam's attribution: Divides credit across all touchpoints and channels, with an emphasis on upper-funnel contributions.
• Facebook's attribution: Typically relies on Last Click within a 7-Day Click/1-Day View window.

Northbeam's Clicks-Only model divides credit across all touchpoints and tries to push credit to your upper funnel channels. Let's say your in-platform model uses Last Click, which gives credit to the last touchpoint in the journey. This is going to cause a discrepancy.

To take it one step further, let's say both Northbeam and in-platform are using Last Click. Northbeam is unique in that we recognize all touchpoints from every single channel. Whereas most platforms only recognize touchpoints from that same platform.

In addition, there's often a difference in the attribution window. By default, Northbeam leverages a 1-Day window, which is different than many other platforms' default.

To get the most apples to apples comparison, be sure to compare data using same Attribution Model and Attribution Window. But keep in mind, it will never be exact.

Attribution Models and Windows

Facebook:

• Attribution Model: Last Click
• Attribution Window: 7-Day Click/1-Day View
  • Source: Facebook Attribution Settings

Northbeam:

• Attribution Model: Varies (default is Clicks-Only)
• Attribution Window: 1-Day (default, can extend to an infinite lifetime value)

For more details on discrepancies, review the articles below:

What are the differences between Facebook & Northbeam’s Reporting?
Why are my Meta-reported platform metrics different on Northbeam?

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6. I think there's an issue with tracking. Please help!

Please reference our 5 Tracking Principles.

• Connection: Make sure your Ad Account is still connected. Go to Settings > Connections and check for any errors. Connections could break for a variety of reasons, but most commonly, the User losing access to the Ad Account.
• UTMs: Ensure all your TikTok Ads contain Northbeam UTMs, listed above under Step 2.
• Northbeam Pixel: Ensure the Northbeam Pixel is firing on your landing page. Note that some site themes may not automatically transfer to landing pages on certain third-party apps, necessitating manual pixel placement.
• Purchase Pixel: Confirm that the Purchase Pixel is firing on your checkout page.
• A-Record Setup: Verify that the A-Record is correctly configured in your DNS Settings.