Cameron Rentch (cameron@internetthings.com)
2024-02-15 10:34:04

@Fabian De Simone we want to set up and configure the CRM event in all accounts asap. We can utilize to pass our status at end of funnel from Intake, ie signed contract, declined etc. We can then utilize events after FB learns the funnel and then fire pixels on these events after enough conversions

Cameron Rentch (cameron@internetthings.com)
2024-02-15 10:34:24

@Ryan and @Mike can work with yout engineering team will need FB engineeers for this pls

Cameron Rentch (cameron@internetthings.com)
2024-02-15 10:34:47
Screenshot 2024-02-14 at 6.12.24 PM.png
Fabian De Simone (fds@nitido.com)
2024-02-15 10:38:06

Hey guys! Absolutely we can help. Need more deets as to what's missing from the integration, what's needed, etc.

Cameron Rentch (cameron@internetthings.com)
2024-02-15 10:38:47

@Ryan please scheudle a call with @Fabian De Simone and @Mike ^

Mike (mike@shield-legal.com)
2024-02-15 10:39:50

@Ryan I'm already pretty slammed today, but you can see if there's a time that works for y'all: https://calendly.com/mike-shield/meeting

Ryan (ryan@themedialab.agency)
2024-02-15 10:41:52

Fabian, what’s your schedule tomorrow look like?

Mike (mike@shield-legal.com)
2024-02-15 10:48:36

@Fabian De Simone got it. thank you very much. @Ryan I'll add you to the invite

Mike (mike@shield-legal.com)
2024-02-15 10:48:48

@Cameron Rentch do you want to be on the call as well?

Cameron Rentch (cameron@internetthings.com)
2024-02-15 10:50:31

invite me, but not necessary

👍:skin_tone_2: Mike
👍:skin_tone_4: Ryan
Ryan (ryan@themedialab.agency)
2024-02-15 10:51:52

@Fabian De Simone , let me know your schedule for tomorrow or Monday. Today is slammed.

Mike (mike@shield-legal.com)
2024-02-15 10:52:22

@Ryan he already scheduled it through my calendly. I added you and cam, so it should be on your calendars

🙏:skin_tone_4: Ryan
Mike (mike@shield-legal.com)
2024-02-16 11:28:05

@Ryan @Fabian De Simone just fyi, google is having issues this morning that affect, among other things, google meet. I'm not sure if it will have any affect on our upcoming call, but I just wanted to let yall know.

Mike (mike@shield-legal.com)
2024-02-16 11:28:35
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Mike (mike@shield-legal.com)
2024-02-16 11:33:38

@Ryan are you going to be able to join us or are you stuck in another meeting?

Ryan (ryan@themedialab.agency)
2024-02-16 11:34:51

Yes

Mike (mike@shield-legal.com)
2024-02-16 11:39:33

@Fabian De Simone

Ryan (ryan@themedialab.agency)
2024-02-16 11:57:49

@Mike, FYI @Cameron Rentch @Luke Fontaine

Final list for TT and FB events for the CRM

  1. Lead Aged Out - negative event
  2. Lead Disqualified - negative event
  3. Lead Qualified Unsigned - positive event
  4. Lead Signed e-Sign - positive event (already implemented with TT)
  5. Lead Signed and Declined - negative event
Ryan (ryan@themedialab.agency)
2024-02-16 11:59:59

@Cameron Rentch, @Fabian De Simone is going to inquire with Facebook if passing negative events impacts targeting versus creating exclusionary targeting lists. Then Mike will now how to implement the above Lead lifecycle stages.

Fabian De Simone (fds@nitido.com)
2024-02-21 17:21:22

Hey guys, quick update:

To answer your specific question, passing negative events does not affect targeting (meaning your camps will optimize based on events that you want to build on, not avoid).

Now, in order to exclude you do need to build a custom audience and this can be done in several ways, one of them being of course with the events you want to record to later create an audience with them and exclude it.

Here are a few articles on creating said audiences: https://www.facebook.com/business/help/1090330204367211?id=2469097953376494

https://www.facebook.com/business/help/341425252616329?id=2469097953376494

https://www.facebook.com/business/help/742478679120153?id=1205376682832142

As you can see you have several ways to build these audiences.

Hope this helps!

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Ryan (ryan@themedialab.agency)
2024-02-21 17:54:43

@Cameron Rentch, so unlike TikTok, Facebook will not optimize away from negative funnel events, so would that mean for now we are doing the "most we can do" by giving Facebook the e-Sign event once @Mike is complete the TT positive & negative events?

Cameron Rentch (cameron@internetthings.com)
2024-02-21 17:55:22

that is fine @Ryan we get a TON of e sign events daily so let get this implemented asap

Cameron Rentch (cameron@internetthings.com)
2024-02-21 17:55:29

@Mike ^

Ryan (ryan@themedialab.agency)
2024-02-21 17:56:49

@Cameron Rentch, got it. @Mike, focus your energy on TT once we have those additional events implemented, swing priority to FB e-Sign CRM Event dev and testing. @Fabian De Simone, we'll swing back to you once Mike's priority moves to enhancing our FB Conversion API app to include e-signs.

Fabian De Simone (fds@nitido.com)
2024-02-21 18:00:04

Absolutely! I'll be here :)

Ryan (ryan@themedialab.agency)
2024-03-25 11:46:16

@Fabian De Simone, FYI, @Mike and working on debugging the Rejected CRM Events in our TT version of the Conversion API app, once we have that validated it's passing all leads that are rejected, we are going to swing back to Facebook Ads and start passing the e-Sign conversion event and will let you know what support / help we need.

Ryan (ryan@themedialab.agency)
2024-03-25 11:46:21

FYI @Cameron Rentch

Ryan (ryan@themedialab.agency)
2024-04-17 13:33:47

@Fabian De Simone, FYI @Mike and I have planned and are setting up Facebook Ads CRM Events and Facebook Ads TrustedForms, we'll ping you as needed for any Support. Ty.

Ryan (ryan@themedialab.agency)
2024-05-16 14:22:14

@Fabian De Simone, here is our Nitido Ad Account setup sheet for the Facebook Ads CRM Event application that @Mike has built and is ready to test in the production ad accounts. Once we confirm all case types (some ad accounts are one per, others are many case types per) then how do you want @Mike and I to proceed if we want a Facebook CRM Developer Support in case we have questions on getting the full feature-set benefits.

https://docs.google.com/spreadsheets/d/14cm1w9tHy5n2g5EsPa6sEXSRg5o5hi939SecaoRE6cI/edit#gid=0

FYI @Cameron Rentch