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Facebook setup guide

Follow these 3 major parts to connect your custom Facebook App for Chat & CAPI integration.

1

Preparation

Get everything ready before we start.

Dataset & Business

Ensure that the Dataset (Pixel) you want to use and the Page to connect to Messenger are in the SAME Business Manager.

This is crucial for the connection to work smoothly.

ROI Track Tenants

Create your Tenant in ROITRACK and have the Settings page open and ready.

2

Installation (Step-by-Step)

Configure Meta App and Link with ROITRACK.

1

Create & Live Meta App

Go to Meta Developers, create a Business App.

Fill in Basic Info (Display Name, Contact Email).

In App Domains, enter: backend.roitrack.io

In Privacy Policy URL, enter: https://roitrack.io/privacy

In Terms of Service URL, enter: https://roitrack.io/terms

Switch to Live Mode before proceeding.

2

Configure ROITRACK Settings

Copy App ID and App Secret from Meta App Basic Settings.

Paste them into ROITRACK Tenant Settings.

roi

Set "Verify Token" to exactly roi to avoid confusion.

Click "Save Config" and ensure you get a Success confirmation.

3

Messenger Webhook Setup

In Meta App Dashboard, add Messenger product.

Go to Configure Webhooks.

Enter the Callback URL: https://backend.roitrack.io/webhooks/facebook/<your-tenant-id>

Important: You MUST append your Tenant ID at the end of the URL.

Use verify token: roi

Required Subscriptions (5 Items)

  • • inbox_labels
  • • messages
  • • message_echoes
  • • messaging_postbacks
  • • messaging_referrals
4

Add Page Subscription

Still in Messenger Settings, scroll to "Settings" (or Webhooks section).

Add your Facebook Page.

Click "Edit Subscriptions" for that page and Check ALL 5 items listed above again.

Save.

5

Facebook Login Setup

Add Facebook Login for Business product.

Go to Settings.

Add Valid OAuth Redirect URI: https://backend.roitrack.io/facebook/connect/callback

Save Changes.

6

Connect & Verify Business

Go back to ROITRACK Tenant Settings.

Click the big Connect Facebook button.

Important CheckEnsure the Business Account owns BOTH the Page and the Dataset. If not, use the Business that owns the Page as the primary connection. Verify connection permissions carefully.

Once connected, you will see your Tenant settings refresh.

7

Link Page & Dataset

Now that you are connected, you should see your Page ID and Ad Accounts (for Dataset).

Select the correct Page ID.

Select or Enter the correct Dataset ID (Pixel ID).

Review the Keywords below (e.g. #VC, #LEAD, #BUY).

Click Link / Save.

8

Final Test

Go to ROITRACK Dashboard.

Open your Facebook Page as a customer (use a personal account).

Send messages with keywords: #VC, #LEAD, etc.

Click the Refresh button on the Dashboard.

If numbers appear, Congratulations! Connection Complete.

3

Optimization & Future

Leverage the data for better Ads.

Usage & Dashboard

Learn to use the Heatmap to see peak hours. Adjust Keywords in settings. You can capture values like #BUY,1500.

*Recommended: Watch the Video Tutorial for a quick tour.

Ads Manager Setup

  • • Setup Column: Lead (Customer Data)
  • • Setup Custom Metric: Lead : Chat %
  • Logic: Sending Good Signals (Purchase/Lead) vs Bad Signals (Block) back to Meta improves AI targeting.

Future Features

Good Signals

Create Custom Audience & Lookalike (LLA) for Remarketing.

Bad Signals

Create Custom Audience for Exclusion (LLA 3% Exclusion).