How to Set Up the Meta Integration

For the meta integration to work, you must first use the dynamic website pool integration on your website or landing page.
This will allow Patient Prism to capture the Facebook/Meta Click ID that we will use to report back to Meta via this integration.

Please start by making sure any website you would like to capture data for is using the dynamic website pool integration explained below:
How to Create a Dynamic (Website Pool) Tracking Number

After confirming you are successfully swapping the number on the site for a Patient Prism pool number, follow the steps below to configure the Meta Integration:

1. Log into the Meta account to which you would like to push data.
   
   
2. Add Patient Prism as a Partner and check your Dataset:
   Accounts -> Ad Accounts -> Add Partner.
   — Patient Prism Business ID: 1876767092753610
   
   — Make sure the Dataset is linked to the Ad Account as a Connected Asset
   Datasets -> Dataset -> Connected Assets
   
   
   
3. In Patient Prism, go to Integrations -> Meta Ads and link the Facebook/Meta account that you want to push data to:
   
   
   
4. It will now be labeled as Inactive and you will have to Edit:
   
   
   
5. After clicking Edit, select the Business, Ad Account, & Dataset that you would like to report data to: 
   
6. Go to the Triggers page and press +Create to create a new Trigger:
   
   
7. Select your Company, name the trigger (For Example, Meta Integration), and press Create.
   
   
8. To report data based on a call occurring, select Call Analysis Updated;
   To report based on a form being analyzed, select Form Analysis Updated:
   
   (we will be selecting Call Analysis Updated for this example).
   
   
9. Set the Conditions for when you would like the integration to occur. 
   For this example, we want to report when the call is analyzed as a New Opportunity for one of our two locations:
   
   
   
10. Click + Add Action and select Report Conversion to Meta Ads:
    
    
11. Select the Integration you would like this Trigger to associate data with:
    (this would correlate with the setting made in step 5)
12. Choose which Standard Event to report to or enter a custom Event Name that you will see in your Meta Ads account.
    
    
13. Submit a test call that meets conditions and then go to Meta Events Manager --> Data Sources —> Review Custom Events: