Question 1

Complete How-To Guide to Onboarding Facebook / Meta inside UpStackified

Accepted Answer

Follow These Three steps to get the most out of your Meta destination

1. Create and configure the Facebook / Meta destination integration in UpStackified. This will enable us to send data via browser pixel and CAPI to Meta. | * How to configure Facebook / Meta Pixel Destination?

**2. Disable your Facebook / Instagram Sales Channel "Customer Data Sharing" ** ||| ** You must disable all other Facebook Pixels / Integrations, or you will end up with duplicate conversions and events | * Steps to deactivate the Facebook and Instagram Sales Channel Pixel.

3. Setup New Customer Purchase Metrics (NC-ROAS, NC-CPA) in Meta Ads Manager | * Set up New Customer Purchase Metrics in Meta / Facebook

| What to Expect after setting up Meta Destination

Event Match Quality scores will start to improve in 2-3 days and normalize in 7-10 days.
We can typically expect a 1 - 2 point increase in scores on lower funnel events (Page View, View Content, Add to Cart)
The Purchase event match quality will remain unchanged - this is because at the time of purchase, all event match parameters like email, name, address are already being sent to Meta

Question 2

Set up New Customer Purchase Metrics in Meta / Facebook

Accepted Answer

This section describes how to set up the New Customer Purchase conversion in your Facebook Ads Manager.

After this section, you will be able to see New Customer metrics such as New Customer ROAS (NC-ROAS), Cost per New Customer Purchase, etc. right in your Facebook Ads Manager.

Open Meta Events Manager and look for the ncPurchase event and click Verify by either hovering over the event of clicked review custom events and verify

verify nc purchase verify NCPurchase event

b) Once Verified - Set up NC Purchase as a custom conversion

Go to your Meta Events Manager and click on Custom Conversions > Create custom conversion.

create customer conversion

Fill in NC Purchase in the Name field, and pick ncPurchase in the Event field.

pick NC Purchase event

||| If you do not see the ncPurchase event, go to the Facebook Events Manager overview and verify this ncP

Question 3

Steps to deactivate the Facebook and Instagram Sales Channel Pixel.

Accepted Answer

Articles on: Onboarding / Installation

Instructions for resolving duplicate Facebook Events.

Note: Most causes of duplicate events are because you have more than one Facebook integration active on your site. Please ensure to disable Facebook Sales Channel Data Sharing and that no other Facebook pixel apps are installed.

Steps to deactivate the Facebook and Instagram Sales Channel Pixel.

Log in to your Shopify Store
On the Sidebar click "Facebook & Instagram" -> "Settings"

Go to Share Data & click “Change”

Toggle Off “Share Data”

Once Data is Toggled to “Off” > click “ Save “.

[![](https://storage.crisp.chat/users/help

Question 4

How to Setup Google Ads destination

Accepted Answer

1. On you UpStackified dashboard, click on “ +Add Destination “ in the right hand corner of your browser window.

add destination

2. In the “ Select a Destination ” popup window, click on “ Google Ads“
3. In Google Ads go to Goals -> Conversions -> Summary -> Find your Primary Conversion Event (Purchase) and click into it || Your Conversion Goal might be named differently - find the Primary Event linked to your conversion
4. Scroll down to Tag Setup -> Click Use Google Tag Manager
5. In the first box type type "AW-" then paste in the Conversion ID from Google Ads

Google Ads conversion Label / Id google Ads conversion configuration

6. In the second box paste in the Conversion Label from Google Ads
6. Click Create Configuration button

Question 5

How to configure Facebook / Meta Pixel Destination?

Accepted Answer

1. Login to your Upstackified account.
2. On you UpStackified dashboard, click on “ +Add Destination “ in the right hand corner of your browser window.

Add Destination screenshot

3. In the “ Select a Destination ” popup window, click on “ Facebook “

Facebook Pixel Configuration

4. Populate the form with your Facebook Pixel ID / Dataset ID and Conversion API Token

|| How do I find my Facebook Pixel / Dataset ID? || How do I find / generate my Facebook Conversion API Key?

5. check the box “ Check to enable sending events via Facebook Conversions API
6. Click Create Configuration button

Question 6

How to Setup Klaviyo Integration

Accepted Answer

| Once you have completed the klaviyo steps, please contact michael at upstackified.com to request your Upstack Abandonment flows be setup. These additive flows will improve your abandonment capture by up to 40% or more

1. On you UpStackified dashboard, click on “ +Add Destination “ in the right hand corner of your browser window.

add destination

2. In the “ Select a Destination ” popup window, click on “ Klaviyo“
3. In Klaviyo, go to Settings -> Account -> API Keys -> Create Private API Key

Create Private API Key

3. In Klaviyo, go to Settings -> Account -> API Keys -> Create Private API Key
3. Name the Key "UpStackified", select Full Access Key and click "Create" button

Klaviyo API Key

4. Copy the key and paste it into the UpStackified Destination window and click Create Configuration

api Key

create klaviyo api

| Once you have completed the Klaviyosteps, please contact michael at upstackified.com to request your Upstack Abandonment flows be setup. These additive flows will improve your abando

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