Utilizing a tool like Meta Pixel from the Facebook Ad Manager can provide deeper insights into the customers who don't take action vs. those who book meetings.
Use this to potentially track customer region, referring page, browser type, device type, or if you want to quantify the number of visitors who ultimately book or don't complete the booking process.
In this article, we will walk through:
- What do I need to do before setting up tracking with Meta Pixel?
- Conversion Tracking
- How do I track when a meeting is booked?
- How do I track more statuses?
What do I need to do before setting up tracking with Meta Pixel?
Important
This article makes the assumption that you have working knowledge of Meta Pixel and its setup process. The examples provided within this article are for informational purposes only, and we do not recommend deploying them on a live production page without the help of an experienced developer.
Please ensure you have read Meta's documentation and have installed the Meta/Facebook ad script on your page correctly before proceeding.
As a first step, familiarize yourself with the custom events that our client code sends to the browser when Chili Piper is loaded within a page.
These messages allow us to track specific events and actions on the calendar.
Conversion Tracking
Meta offers many "standard events" that you can track when Chili Piper is working. The ones we recommend tracking are:
- Lead - Track when a Lead is created/submits a form
- Schedule - When a meeting is booked
- PageView - Should be called outside of Chili Piper's script to note the page was viewed and help determine conversion rates.
View the complete list on Meta's developer page if you want to add more.
Example code
You will need to retrieve your pixel ID from within the Meta Ad manager.
fbq('init', '{your-pixel-id-goes-here}');
fbq('track', 'PageView');
How do I track when a meeting is booked?
Let's look at a more advanced example. In this case, we will use Chili Piper's JS Messaging to detect the booking status, and then upon getting "Booked", we will track the Lead and Scheduled status within Meta.
window.addEventListener("message", ({data}) => {
if (typeof(data) === 'object') {
let action = Object.values(data)[0];
if (action == "booked") {
fbq('init', '{your-pixel-id-goes-here}');
fbq('track', 'PageView');
fbq('track', 'Schedule');
}
}
});
How do I track more statuses?
You are not limited to tracking when a meeting is "booked" like the example above. Chili Piper tracks many different statuses as the booking flow proceeds or is canceled, and you can utilize these to track different points within the conversion process.
For a complete list of the actions, please read this article here.