How to set up Meta integration and create custom columns

Follow the steps below to set up the Meta integration with ProfitMetrics

Intro: Please read all options carefully

Part 1: Connect to Meta

Part 2: Select the conversion event

Part 3. Set up custom columns

Part 4: Summary of Default Setup

Intro: Please read all options carefully

ProfitMetrics offers the ability to send profit data into Meta. You have the option to use your existing Pixel / Data set or create a completely new pixel for ProfitMetrics. Please select the option that best suits your needs.

Option A: Use Completed Registration (Recommended)
We will send conversion into the Completed Registration event using Gross Profit as the value.
Select: Completed Registration

Option B: Use your existing Pixel / Dataset and track Purchase event with Gross Profit value

We will send conversion into the Purchase event using Gross Profit as the value. Please note that the value will switch from Revenue to Gross Profit.

Option C: Create a new Pixel / Dataset and track Purchase event with Gross Profit value

We will send conversion into the Purchase event using Gross Profit as the value. 

Part 1: Connect to Meta

1. Login to https://my.profitmetrics.io
2. Navigate to Integrations > Connections and click Meta
3. Click "Continue with Facebook" and complete the login process.

Part 2: Select the conversion event

1. Click the "Facebook Event" dropdown.
   
2. Select the desired Event to use for tracking as described in the intro above.
   Option A: Use Completed Registration (Recommended)
   Select Completed Registrations
   
   Option B: Use your existing Pixel / Dataset and track Purchase event with Gross Profit value
   Leave as Disabled and contact support@profitmetrics.io to get this enabled for your account.
   
   Option C: Create a new Pixel / Dataset and track Purchase event with Gross Profit value
   Leave as Disabled and contact support@profitmetrics.io to get this enabled for your account.
   
   
3. Fill in your existing or new Pixel / Dataset ID and click Save.
   
4. Click OK
   

Part 3. Set up custom columns

1. Go to https://adsmanager.facebook.com/
2. Click the Columns dropdown
   
3. Click Customize columns
   
4. Click Create custom metric
   
5. Under Name, type PM Conversions
   
   
6. Click Select metric dropdown
   
   
7. Select:
   (A) Registrations Completed or Leads
   (B) Purchases
   
   
8. Leave the Format set to Numeric
   
   
9. Click the "Who can access this?" dropdown and select Everyone with access to this Business.
   
   
10. Click Create metric
    
11. Click Create custom metric
    
12. Under Name, type PM Gross Profit
    
13. Select:
    (Option A) Registrations Completed conversion value or Leads conversion value
    (Option B) Purchases conversion value
    
14. Click Format dropdown and select Currency
    
    
15. Click the "Who can access this?" dropdown and select Everyone with access to this Business.
    
    
16. Click Create metric
    
17. Click Create custom metric
    
18. Under Name, type PM Gross Profit After Ad Spend
    
    
19. Click Select metric dropdown
    
    
20. Select:
    (A) Registrations Completed conversion value or Leads conversion value
    (B) Purchases conversion value
    
    
21. Click minus / subtract
    
    
22. Click Select metric dropdown
    
23. Select Amount spend
    
    
24. Click Format dropdown and select Currency
    
    
25. Click the "Who can access this?" dropdown and select Everyone with access to this Business.
    
    
26. Click Create metric
    
27. Click Create custom metric
    
28. Under Name, type PM POAS
    
29. Click Select metric dropdown
    
    
30. Select:
    (A) Registrations Completed conversion value or Leads conversion value
    (B) Purchases conversion value
    
    
31. Click Divide
    
    
32. Click Select metric dropdown
    
33. Select Amount spend
    
    
34. Leave the Format set to Numeric
    
    
35. Click the "Who can access this?" dropdown and select Everyone with access to this Business.
    
    
36. Click Create metric
    
37. Activate your columns by selecting them from the list
    
    
38. Check Save as column preset and name it "ProfitMetrics"
    
    
39. Click Apply
    

That's it. You have now completed the integration and set up custom columns.

Summary of default setup:

1. Go to Facebook Account -> Ads Manager -> Columns -> Customize columns.
2. Create columns (4 Columns):
   • Name: PM Conversions
     Format: Numeric(1,2,3)
     Description: Empty
     Formula: Registration Completed (If you chose Complete Registration)
     Access: Everyone
     Click: Create Metric
   • Name: PM Gross Profit
     Format: Currency($)
     Description: Empty
     Formula: Registration Completed Conversion Value
     Access: Everyone
     Click: Create Metric
   • Name: PM Gross Profit After Ad Spend
     Format: Currency($)
     Description: Empty
     Formula: Registration Completed Conversion Value (- minus) Amount Spend
     Access: Everyone
     Click: Create Metric
   • Name: PM POAS
     Format: Numeric(1,2,3)
     Description: Empty
     Formula: Registration Completed Conversion Value (%-divide) Amount Spend
     Access: Everyone
     Click: Create Metric