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    Quick Guide to Facebook Offline Conversions

    Attribution is one of the toughest parts of the marketing cycle to measure (we’ve even proposed ways to help solve the problem). According to attribution software company Bizible, 74.6% of marketers use some attribution model, but only 27.6% say they chose their attribution model specifically to measure ROI by channel. Those stats go to show you that marketers are still trying to figure out the best way to connect what’s effective.

    When it comes to offline conversions, the puzzle gets even more complicated. Facebook’s Lead Ads were created to help marketers acquire leads on mobile easily. But until now, it was hard to track if the lead acquired through Facebook ever resulted in greater business impact - such as becoming a customer.

    Facebook Launches CRM Sync and Offline Tracking for Lead Ads

    Facebook announced Offline Conversion, which allows you to connect your CRM, Marketing Automation, POS, or call center system to your Facebook ad campaigns, essentially closing the loop between a digitally-captured lead and a non-digital conversion such as a sales conversation. With this information, marketers can finally give attribution to the ads that are driving business results.

    Facebook Attributed Transactions

    Offline Conversion works for all advertising objectives, so you can implement it across the board immediately. No slow roll outs for this one! The most obvious application includes uncovering the actual performance of lead-focused ads and adjusting your strategy based on results, but marketers should also consider the ability to target high-value customers by creating Custom Audiences and Lookalike Audiences based on who converted previously.

    Finally, marketers should test running retargeting campaigns to existing customers and present them with additional products or services that complement their past purchase.

    How to Set Up Facebook Offline Conversion in 10 Steps

    1. Select Offline Events
    2. Create Offline Event Set
    3. Name Event Set
    4. Upload Offline Events
    5. Select Your Data Source
    6. Edit Your Data Mapping
    7. Upload Data
    8. Use Offline Events
    9. Add Columns in Ads Manager
    10. Analyze Performance

    How to Set Up Facebook Offline Conversions

    As we mentioned before, Offline Conversion capabilities are available to everyone now. There are three ways to connect your data to Offline Conversion:

    1. Use Facebook’s native offline event manager and upload the outcome of your leads, as tracked and recorded by another applicable platform. This process is also how you’ll upload information from your POS or call center systems.
    2. If you use Salesforce, Marketo, or Zapier you’re in luck – these Facebook partners participated in the beta test and have built a direct integrations with Offline Conversion offering. These links will get you started: Marketo, Leadsbridge, Zapier.
    3. Though more advanced, you can also use the Offline Conversion API to connect your CRM.

    Step 1) Setting Up Offline Events

    In the Business Manager menu, select Offline Events to go to Offline Event Manager

    facebook offline events manager

    Step 2) Create Offline Event Set

    Click Create Offline Event Set to create a new offline event set (see top right hand corner)

    Create Offline Event Set

    Step 3) Name Your Event Set

    Enter a Name and Description for your event set, and then click Create

    Step 4) Upload Offline Events

    Upload your offline events, which are business events that happen outside of Facebook, your website, or your app.

    Facebook Upload Offline Events

    Step 5) Select Your Data Source

    Select your Data Source which is either a csv or txt file, or you can copy and paste your information.

    Upload Offline Events - Select Data Source

     

    Step 6) Edit Your Data Mapping

    Make sure you have columns for the Event Name and Event Time or else it won't work. See here on how to properly set up your file.

     

    facebook event mapping csv

     

    Step 7) Upload Data

    Facebook Hashed Upload and Creation

    Step 8) Use Offline Events

    Once you've completed the upload process, Facebook will show you the results of your manual uploads. In this example, we uploaded our Q1 blog subscribers as an offline event. As you can see, we had a 46% match rate. It's actually a little higher, because of the 13,800 emails only 10,535 of them are mailable. So the match rate is closer to 60%.

    Facebook Offline Conversions Finalized

    Step 9) Add Events as a Column in Ads Manager

    Use Offline Events to evaluate performance. Head back over to Ads Manager and select the preset columns called Offline Conversions.

    Facebook columns offline conversions

    Step 10) Analyze Performance

    It will take a few minutes to populate the data, but if there are any leads that can be attributed back to your Facebook campaigns this is where they will show up. You can also add in custom columns if you have a particular way you want to see the metrics.

    Results and Expert Opinions

    Here’s how Offline Conversion has already proven its worth. Marketo, which builds marketing automation software, used Offline Conversion to adjust campaigns in real-time according to downstream results and saw a 15% cut in their cost per qualified lead.

    Soso Sazesh, Founder and CEO of Growth Pilots had this to say about Facebook Offline Conversions:

    "We're excited about this feature as we've already been leveraging offline conversion tracking for a number of our clients and have seen promising results. The single largest challenge for B2B companies that we've worked with when it comes to Facebook advertising is attribution. Facebook is such a different type of advertising channel that many B2B companies don't know how to interpret or even assess results. These new integrations will simplify an advertiser's ability to make sense of how Facebook is impacting their entire sales funnel and I expect more B2B companies will get comfortable leveraging Facebook and making it a scalable customer acquisition channel."


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    Breanna Lambert

    Breanna has 10+ years’ experience in marketing, though the tides & trends have pushed her almost exclusively into digital. She lives in the hills above Boulder, CO and spends her downtime outside exploring with her husband, son, and pup.