17.3 Connecting Ad Platforms & Setting Up Tracking (Recap)

(Recap - See also 16.2 / 17.1 / 22.13)

Connecting ad platforms enables reporting and allows Close Master to capture leads and send conversion data back.

  • Connect Ad Accounts: Link your Google Ads, Facebook Ads (done via FB Page connection), TikTok Ads, and LinkedIn Ads accounts via Settings → Integrations. Grant all permissions. Select the correct Ad Account IDs.
  • Set Up Ad URL Tracking (CRUCIAL - See 16.2 for details):
    • Google Ads: Apply the Close Master Tracking Template at the account level and enable Autotagging. Install the Precautionary Script.
    • Facebook/Instagram Ads: Apply the Close Master URL Parameters string in the URL Parameters field at the Ad level in Ads Manager.
    • LinkedIn/TikTok Ads: Apply relevant UTM parameters manually to your destination URLs in the ad setup.
  • Set Up Conversion Tracking (Sending Data Back to Ad Platforms):
    • Facebook Conversion API (CAPI): Use the Facebook Conversion API Workflow action triggered by key events (e.g., Form Submitted, Appointment Booked, Purchase via Order Form). Configure the action with your Pixel ID, Access Token (from FB Events Manager), select the appropriate Event Name (Lead, Schedule, CompleteRegistration, Purchase), and map required user data fields (Email, Phone, Name, IP Address, User Agent). This sends conversion data server-to-server for more reliable tracking.
    • Google Ads Conversions:
      1. Create an offline Import conversion action within your Google Ads account (Tools & Settings → Measurement → Conversions → + New Conversion Action → Import → Other data sources or CRMs). Name it clearly (e.g., "CloseMaster Lead", "CloseMaster Appointment").
      2. Use the Add to Google AdWords Workflow action in Close Master, triggered by the relevant event (e.g., Form Submitted, Appointment Booked).
      3. In the workflow action, select the exact Conversion Action Name you created in Google Ads. Close Master will then attempt to send the gclid (captured via autotagging/template) associated with that contact back to Google Ads, attributing the offline conversion.