AI Pixel Training / Offline Conversions

WARNING : BEFORE SETTING UP OFFLINE/CONVERSION API ATTRIBUTION READ THE FOLLOWING

A) While using the HYROS conversion API for attribution is MORE accurate and USUALLY increases performance it is NOT always instant and will reset learning. SPLIT TEST and TEST performance first by only setting it as a goal or pixel for a few campaigns. AGAIN DO NOT PUSH PIXEL/TARGETING CHANGE ACCOUNT WIDE UNTIL YOU HAVE CONFIRMED BETTER RESULTS.

B) ENSURE in Google that you do not have ACCOUNT wide conversion goals on. If you do this will DOUBLE the conversions entering your account. Set your conversion goal to HYROS conversions OR specific conversion goals. IGNORING THIS CAN MESS UP AUTOMATED BIDDING RULES. DO NOT USE ACCOUNT WIDE CONVERSION GOALS IN GOOGLE AND OUR API AT THE SAME TIME.

C) We are here to help HOWEVER YOU are responsible the results of changing pixels and targeting in your account. Please make sure you know what your doing before changing your targeting and swapping pixels. Reckless changing of targeting and pixels can result in dips in performance.

D) HYROS sends in individual sales, not orders. So an order with 3 purchases will be 3 sales via our API and reflect in your Facebook/Google stats as so.

E) If you have organic sources that take attribution for the sale, they will NOT be sent to your ad manager. If you’d prefer to ignore organic sources, the best way to do this is to set them as disregard sources. You can also lengthen the disregard source timeframe if you would like to focus more on ad tracking. More information on that HERE.

F) Please ensure ads are tracking correctly before continuing. If there are errors you will be pushing back inaccurate data to the ad platform. Please wait until the onboarding team have confirmed tracking accuracy or reach out to support to ensure your ads are tracking correctly.

AI Pixel Training is one of the coolest features we offer at HYROS. It allows you to pass our conversion tracking back to your ad platforms to train them to find customers better.

What type of data do we track?

We send back SALES data ONLY into the ad platform. It does NOT allow you to send custom conversion information such as opt-ins or number of attendees or users who reached a certain page.

The good news is we handle all the techy stuff. It is an extremely easy feature to activate. Here’s how to do it for both platforms.

Google has BY FAR much better offline conversion features that allow for much better AI training.

To use activate Google offline conversion tracking and AI training

  1. Go to your Google ads integrations tab HERE
  2. If you are integrated with Google simply flip the offline conversion tracking toggle at the top of the page:

THEN from within your Google ads dashboard

  1. Wait for a sale to come into HYROS
  2. Once it has an offline conversion named after it will be created in your Google conversions area
  3. Go to your campaigns that sell this product and set the conversion goal to the HYROS conversion that was just added in the conversion area.
WARNING: If you choose the account level “include in conversions” settings, this may factor in extra conversions and affect campaign performance.

4. Go into your account settings and ensure that the following field is on inside the Autotagging section:

Creating Custom Rules

By default, conversions are sent into google according to their name. If you want to edit how conversions are sent into google, you can set conversion rules for each account by clicking “configure” on your google integration and going to your offline conversion settings:

By default, Hyros will send in the offline conversions according to the product name. You can use the above option to set specific rules so your conversions are named depending on predetermined criteria.

When creating rules, you have a few different conditions to choose from. These are the current conditions available:

If the lead has any of these tags – This is based on the lead and NOT the sale. So if the lead has the tag selected, anything they purchase in the future will be sent according to this rule.

For example, you can set a rule so if the lead has a “!ShopifyStore1” tag, then it is sent as X conversion event, but if the lead has a “!ShopifyStore2” tag, then it is sent to as Y conversion. In this case, you are sending the data as a different conversion event depending on which Shopify Store the user came through. If you are not aware of how our tags work in Hyros, please review the guide HERE.

If the tag for the product is any of these – This rule is based on the purchase itself, and not the lead. This allows you to choose how specific products are sent.

If the sale or call has price – This again is based on the product. Any sale made that matches the value selected will follow this rule. For example if you want to select all free trial “purchases”, you can select this condition, with a value of “0”.

You also have the option to toggle on “do not send conversion”. This will block any conversions from being sent if the selected criteria is met for that event. An example of this will be if you want to block any free trial events from being sent, you can either create a condition for the product tag itself, or for any sale with a value of 0.

You can also choose to “send conversions to a general conversion action”. This will group all conversions into a single general action inside google AND also send in the product-specific conversions.

Rules can be prioritized, and if no events meet the criteria of any custom rule, the event will be sent to Google using the default settings set in your google integration.

That’s it! You are now AI pixel training with Google. Your ad campaigns will now optimize according to the conversion data that HYROS sends into Google.

If you wish to view the conversions being sent into your google ads account, you can do so inside your google integration settings. Just select “configure” and then you will find you sent conversions under the offline conversions tab:

Events from Hyros are sent to Google on average within 6 hours, they are not able to be sent in real-time due to requirements set by google.

Also, please note that the conversions inside your google account will be attached to your ads, you will NOT be able to view these conversions attached to your videos for example.

Here is how to set up offline conversion tracking and AI optimization for Facebook

WARNING : IF you have not created a Pixel inside Facebook before, please make sure you accept FB’s terms and conditions by following the guide in th next dropdown, otherwise AI pixel training will NOT work.

Here are the steps to activating offline conversion tracking and AI optimization:

Inside Hyros: Activating Offline Conversions

1.Ensure you have integrated HYROS with your Facebook ads. If you have not, follow this guide and return after.

2. After integrating return to your Facebook Integrations area and then select the account you would like to send conversions too under Facebook Conversions and then flip the “Enable Facebook Conversions” toggle and select the business account you would like to send events to. You can only do this with a single business account.

You can also choose to create a new pixel or send the events to an existing pixel, and select the attribution mode to use when sending conversions:

NOTES ON SELECTING YOUR PIXEL – PLEASE READ BEFORE SELECTING AN EXISTING PIXEL:

You may find you are not able to select different pixels. Depending on the exact issue, this may be for 2 reasons:

  1. You don’t see your pixel in the drop-down: Ensure you have selected the correct business when setting up your conversions.
  2. You do see it, but you are not able to select the pixel: Deactivate conversions, then select the pixel and reactivate it again.

Hyros will send that data by default as a custom event called “Hyros conversion”. Take in mind this custom event will need a custom conversion to be created inside Facebook in order to use the event in aggregated events management. This is explained in further detail here:

 

 

Take in mind that Facebook is gradually allowing users to optimize around events that are not selected inside your aggregated events management settings. In order to get the most out of your Hyros data we would strongly suggest adding the hyros events to your aggregated events management settings at the highest priority, otherwise there will be a higher chance of hyros conversions being discarded and ads optimizing around the non-prioritized event may not be delivered to users who opt out of tracking. The exact steps are explained later in this guide.

 

We also allow you to create custom rules for more flexibility on where to send conversions and how they are sent:

Creating Custom Rules

By default, Hyros will send conversions to the pixel selected as a default event named “Hyros Conversion”. Click here to create conversion rules inside your Facebook integration:

This will allow you to send events to a specific business, pixel and as a customized conversion depending on the set criteria. This way you can send Hyros data to multiple pixels with a variety of conversions depending on your specific use case.

When creating rules, you have a few different conditions to choose from. These are the current conditions available:

If the lead has any of these tags – This is based on the lead and NOT the sale. So if the lead has the tag selected, anything they purchase in the future will be sent according to this rule.

For example, you can set a rule so if the lead has a “!ShopifyStore1” tag, then it is sent as X conversion event to X pixel, but if the lead has a “!ShopifyStore2” tag, then it is sent to as Y conversion to Y pixel. In this case, you are sending the data to different pixels/as a different event depending on which Shopify Store the user came through. If you are not aware of how our tags work in Hyros, please review the guide HERE.

If the tag for the product is any of these – This rule is based on the purchase itself, and not the lead. This allows you to choose how specific products are sent.

If the sale or call has price – This again is based on the product. Any sale made that matches the value selected will follow this rule. For example if you want to select all free trial “purchases”, you can select this condition, with a value of “0”.

You also have the option to toggle on “do not send conversion”. This will block any conversions from being sent if the selected criteria is met for that event. An example of this will be if you want to block any free trial events from being sent, you can either create a condition for the product tag itself, or for any sale with a value of 0.

Rules can be prioritized, and if no events meet the criteria of any custom rule, the event will be sent to Facebook using the default rule as shown in the above screenshot.

We advise against sending the data to an existing Pixel as a standard purchase event. This has been known to mix Hyros data with Facebook’s and causes duplication issues. Please be aware that you are responsible for the outcome of setting these rules incorrectly, and we strongly suggest waiting to gather data and testing before optimizing around Hyros conversions account-wide.

Next Inside your Facebook Account: Adding Permissions to the Pixel

Go to your business settings. Find your pixels inside the “data sources” tab.

You should see the Hyros conversion pixel or the pixel you are sending hyros events to there. Click on that pixel and then add people (users in your ad account) and assets (any ad account that you are using the hyros events with).

Enabling Advanced Matching

1. Then click “open in events manager”, or go into Events Manager and then go to DATA sources.

2. If you created a new pixel, check that the “Hyros Conversions” Pixel is showing in your data sources. Ensure you have also selected your business account and not any of your ad accounts:

3. Enable “advanced matching” inside the pixel settings.

As mentioned previously, Facebook are beggining to allow users to optimize around events that are not prioritized in AEM. We still strongly suggest adding the hyros event to AEM at the highest priority in order to take advantage of the hyros data. Otherwise ads optimizing around this event may not deliver to users who opt out of tracking.

Please also take in mind that Facebook may pause your ads for 72 hours when changes are made to your AEM settings.

To ensure your domain is tracked and hyros events are added to AEM, follow these steps:

  • 1. Inside Facebook, go to Business settings ->Brand Safety -> verify domains.
  • 2. Assign Facebook pages to your domains.
  • 3. Then go to your pixel in Events manager -> aggregated event measure tab: set up your 8 events (up to 8 allowed per domain).
  • 4. Wait for 2 hours. Then check the ad set conversion event has no flags. Check ad tracking settings are now green for your conversion event assigned to the domain.

Also take in mind that Facebook limits 8 events per domain, NOT pixel.

Optimizing Around Hyros Events

WE SUGGEST letting the conversion generate a few days to weeks of data before using it as your conversion source if it has a very limited amount of conversions. After the conversion has built up data THEN use it for conversion optimization.

Once you have enough data, to use the Hyros events to optimize go to your ad set and click “edit”, then you can select the pixel and event to optimize around here:

As a reminder, we suggest testing the Hyros event on one or two ad sets to prove better results before setting this account-wide.

Sending Lead Events to Facebook (Coming soon)

To turn on Lead Conversions, turn on the toggle below “Enable Facebook Conversions” inside the integration.

After that is turned on, new leads who opt in through an ad with an fbclid  parameter will be sent to the default pixel and business with the “Lead” event type.

To change this, just like with conversion events above, go to the conversion rules view to create rules for lead conversions,

Rules can only match with leads by their tags. So for example any lead that came from !Shopifystore1 can be selected and sent to a specific pixel.

Please note that some of these issues are referring to problems on Facebook’s side. Although we will do our best to clarify based on our experience working with clients and from our interpretation of documentation from Facebook, it is not always possible to predict their behaviour, so please take this information as a suggestion only. How you configure your Facebook account is ultimately your responsibility.

 

Viewing Data sent from Hyros

If you encounter an issue with the events or notice any discrepencies, one of the first things you will need to rule out is if Hyros is sending the data to Facebook correctly.

You can do exactly that inside your Facebook integration settings. Just select “See Sent Conversions” as shown below:

You can then use this to compare with the data inside your hyros account and determine if everything is being sent correctly.

Take in mind that we only send Sales and Calls that are attributed to Facebook in the attribution mode you have set for your offline conversions.

 

Does Hyros Send Data to Facebook in Real Time?

Hyros does not send conversions to Facebook in real time. On average data is sent on an hourly basis, but this can vary slightly.

 

I Can Not See the Hyros Event Inside the Aggregated Events Management Settings, or When trying to Optimize Around the Event

In summary, because Facebook does not allow you to use the Custom Event to optimize, you need to do 1 of 2 things:

  1. Create a custom conversion inside Facebook using the Hyros custom event from your pixel, then use this to optimize. This will NOT pass on the value to the custom conversion.
  2. Send the data as a standard purchase event, and then use that event in events management and to optimize. Be very careful here not to send the standard purchase event to a pixel which is already tracking purchases, this will cause duplication issues.

 

Can I Track other events, such as page views etc with the pixel?

The purpose of this guide is to show you how to send events from hyros to the Facebook pixel server-side. However the Hyros Pixel is just another Facebook pixel and behaves in exactly the same way. It can be used to track web events (add to cart/page view etc) as well by installing the pixel on your page. This is not related to Hyros tracking though.

 

I Can Not Activate Value Optimization on my Hyros Event

If you are trying to optimize around value, you may find you receive a message from FB like this:

In order to optimize around value, you will need to follow the steps outlined by Facebook. We can break the steps required down as follows:

  1. Make sure the pixel is sending purchase events: If you have completed the Facebook set up above, then you should be able to see the hyros conversion events being sent into the pixel.
  2. Make sure it has generated 30+ optimized purchases: You’ll need to add the Hyros event as an optimized event following following the set up in the above “Facebook” drop down, and then wait for 30+ purchases to come in and be used in optimization following this change.
  3. Has at least 2 distinct values in the past 7 days: There must be 30 optimized purchases in the last 7 days, and there must be 2 unique values present. For example, if 30 Hyros events have been used to optimize in the past 7 days, but all with the same value of $5, this will not meet the requirement.

Please take in mind that these requirements are set by Facebook. Although we’re happy to help with any issues you may have, ultimately in order to activate value optimization ALL of Facebook’s requirements need to be followed correctly.

 

I Receieved a Warning From Facebook about “Potentially Violating Personal Data“, and Noticed the Hyros Email Parameter.

If you receieved a warning that looked like this:

Then do not worry, our interpretation of this message (and so far from our experience), is that this is Facebook simply saying that they won’t use this data. This is not a problem because those parameter were never used by them in the first place, they were used by us.

If you want to be careful, then the only solution would be to remove the pixel or alternatively remove the parameter causing the issue. That being said we do not think this is necessary, but it is your decision.

 

The Amount of the Conversions Inside the Pixel Do Not Match with the Sales Numbers Inside My Hyros Account.

There are 2 main steps that you should follow in the troubleshooting process:

Step 1 – Identify that we are sending the correct data from the Hyros side

To do this, view the sent conversions inside hyros in the “sent conversions” tab as shown at the top of this section. Now we will want to compare the data here with a report in hyros to ensure the correct numbers are being sent. Here are a few things to keep in mind:

  1. Please make sure that you are comparing the numbers attributed to Facebook and not ALL your sales. We will only send sales to Facebook that are attributed to them.
  2. Make sure you are using a report using the same attribution mode as you have set for your offline conversions. If you are sending conversions to the pixel using scientific mode, then load a report in scientific mode.
  3. If the ad click that is attributed to the sale does not have the “fbclid=” parameter attached, then it will not be sent to the pixel. Check the clicks in your reports to ensure these are attached. Do not confuse this with our parameters, this is Facebook’s own parameter and they are responsible for sending that with the url on their end.
  4. When comparing sales numbers that came from Facebook, please make sure you use a full days worth of data. You may see larger discrepencies if you look at the same day, because the pixel information and the data in the “sent conversions” tab may not be synced in real time.
  5. On top of this, it takes on average 1 hour from the moment a sale is tracked to be sent to the pixel, which can cause discrepencies in the data. For example a sale that is made at 11:30pm may actually be sent at 12:30am the next day. You can view the time the conversion was sent here:

If the numbers still do not match and you need further assistance, please contact the hyros support team.

Step 2 – Check that Facebook are receiving the events successfully on their end.

To do this find the event inside the pixel and compare the same data. If the conversions are significantly less then either:

  1. Facebook are deduplicated conversions. This can happen if you send events as “Purchase”. If Facebook reads this event coming from Hyros and the same event being tracked via the pixel, then events will be deduplicated.
  2. Facebook are dropping events for other unknown reasons. Unfortunately they do drop events for reasons which aren’t made available in the account. Please reach out to Facebook support for assistance and clarification in this case.

The Conversions Sent From Hyros do not Match with the Sales Numbers in the Chrome Extension. I See a “[1]” or “[2]” next to the Conversion Numbers Inside the Report.

If you load the hyros conversion event inside your reports and you notice they do not match with the numbers inside Hyros or the chrome extension, please note that sometimes Facebook use a form of estimated attribution on occassions to attribute these conversions. You can click the numerical footnote for more information as shown in this example:

Although we do our best to send Facebook everything we need and are constantly looking to improve this, once our events arrive inside the pixel it is Facebook who then attribute them. For more information see this link.

You can still optimize around the event after testing to prove better results.

What information is sent to Facebook?

Amongst other things, the main parameters sent to Facebook are:

  1. Value (if you are sending a custom event, this will not be passed on to the custom conversion that you need to create to optimize).
  2. Currency.
  3. Sales group id associated with the sale. Only if the sale belongs to an integration. If it’s entered manually then this will not be available.
  4. SKU id. This will be sent only if this information is available. It can be sent either from the integration or manually.