This comprehensive article combines multiple articles to help you properly set up and integrate your Facebook and Instagram ads with Aesthetix CRM.

In this article, we will cover the following:

Forms or Lead Forms / Instant Forms Setup
Lead Capture Workflows Setup (Landing Pages vs. Lead Forms)
Facebook Ads UTM Tracking Template Setup for Reporting & Tracking
Facebook Conversions API Setup

Forms or Lead Form Setup

Below, we will go through the options for setting up forms for your campaigns. If you are using landing pages, you will set up forms, or you will map Lead Forms if you are using instant forms for direct forms on Facebook.

Setting Up Forms For Landing Pages

View this walk-through of setting up your form for your landing page, how to create a Pixel, and connect it to the form for you landing page.

Setting Up Lead Forms in Facebook & Mapping in Aesthetix CRM (Recommended)

View this walk-through of how to set up the lead form in Facebook and then map the form in Aesthetix CRM for leads to properly flow into the CRM.

Lead Capture Workflow Setup

Lead capture workflows are essential for setting up new ad campaigns. They create leads and opportunities and automatically enroll leads in lead nurturing. Below, we will discuss the two campaign options and how to set up lead capture using landing pages or instant forms.

Setting Up Lead Capture Workflow for Landing Page Campaigns

View this walkthrough to learn how to duplicate, edit, and complete the lead capture workflow setup for new Facebook ad campaigns using landing pages.

Setting Up Lead Capture Workflow for Lead Forms

View this walkthrough for how to duplicate, edit, and complete the setup for lead capture workflow for new Facebook ad campaigns using lead forms / instant forms.

Facebook Ads UTM Tracking Template Setup for Reporting

UTM tracking should be set up for all campaigns, whether using lead forms or landing pages. View the walk-through below to learn how to set up the UTM tracking template correctly for all campaigns. The UTM tracking template is super important for reporting to come through correctly in the CRM.

Click on "Campaign Source" and type "fb_ad" into the field
Click on "Campaign Medium" and select {{adset.name}} from the dropdown
Click on "Campaign Name" and select {{campaign.name}} from the dropdown
Click on "Campaign Content" and select {{ad.name}} from the dropdown
Click on "Add Parameter" button
Enter "campaign_id" as the "Parameter name" and for the "Value" please select "{{campaign.id}}" from the dropdown menu
Hit "Apply" to save changes

Facebook will take some time to verify and approve your ads. Once approved, your Ads will start running and tracking via UTM Parameters within the system.

Don't use any special characters or emojis in the UTM parameters or any parameter that needs to be tracked

When testing Facebook will not add the UTM parameters to your links when you are viewing your ad as a preview.

If you decided to change the campaign / Ad-set / Ad and do NOT create a new campaign, then data in the CRM system will keep referring to the original/ first campaign

Facebook Conversions API Setup

Note: Using the Conversion API is not HIPAA Compliant. Use at your own risk.

There are a few ways to utilize the Meta Conversions API to send back data to Meta to better optimize your campaigns and improve results. Note, that Meta needs a minimum of 200 conversions per month to be able to optimize campaigns using the conversion data. For this reason, most clinics should not worry about setting up the Conversions API.

Pipeline Conversions Tracking

Funnel Event Tracking (Forms & Other Actions)

Facebook Ads FAQs

Below is a list of all our help articles for Facebook ads to help answer any frequently asked questions.

How to create a Meta Business Manager and Ad account

Learn how to create a Meta Business Manager and Ad account with this detailed guide, providing you with the steps needed to manage your business and advertising efforts effectively on Meta platforms.

How to create a Meta Business Manager and Ad account

Learn how to create a Meta Business Manager and Ad account with this detailed guide, providing you with the steps needed to manage your business and advertising efforts effectively on Meta platforms.

Facebook Lead Ads Integration + Troubleshooting

Learn how to setup your Facebook lead ads and answer common questions about issues with the connection.

Facebook Conversions API and Aesthetix CRM

Facebook Conversions API aims to connect your marketing data directly with Funnels and Workflows in LeadConnector and Facebook Meta that help optimize ad targeting, decrease cost per result, and measure outcomes. With Facebook Conversion API, you can collect the people who are more likely relevant audiences for running your ads for retargeting. It is a setup for your business to upload server events for your web traffic.

How to Set Up a Funnel Event Pixel for Facebook Conversion API

Facebook Conversions API (or CAPI) is designed to help businesses deliver personalized advertising experiences to customers and audiences, all while maintaining data privacy. This tool lets you send web events directly to Facebook from their respective servers. If you use a Facebook Pixel to track events for your ads, you will want to add the Pixel code to your funnel and funnel steps.