Meta Ads

Quick links

What the Meta Ads integration does

Meta Ads brings Facebook and Instagram ad account data into Superpractice. It can also sync lead form submissions from a selected Facebook Page.

Setup

1. Open Settings > Integrations > Meta Ads.
2. Click Connect and complete the Meta authorization flow.
3. If setup is incomplete, click Finish Setup.
4. Select the Facebook Page that owns the lead forms. Use Meta's Lead Ads Testing Tool when you need to submit a test lead.
5. Enable Sync Meta lead forms.
6. Choose whether Superpractice should create contacts from unmatched Meta leads.
7. Set a backfill range and run a backfill if you need historical leads.

Lead form settings

Lead form sync is tied to a Facebook Page, not only the ad account. After selecting a Page, review the available forms and disable any forms that should not create marketing touchpoints in Superpractice.

Test the connection

1. Submit a test lead through one enabled form using Meta's Lead Ads Testing Tool.
2. Confirm a contact or touchpoint appears in Superpractice.
3. If contact creation is enabled, confirm an unmatched lead creates a contact.
4. If the lead is missing, run a short backfill and check Page and form settings.

Conversions API: what it does

The Conversions API sends conversion events from Superpractice's servers directly to your Meta pixel, so Meta can attribute booked meetings and leads to the ads that produced them — even when browsers block the Meta pixel. Every event carries the strongest match data available: hashed email, phone, name, and location, plus the browser identifiers Meta uses to tie the event back to the ad click.

Events are deduplicated against your browser pixel where possible, delivered with automatic retries, and never include raw contact details — personal fields are hashed before they leave Superpractice, and page URLs are sent without query strings.

Conversions API: setup

1. Connect Meta Ads first (see Setup above) and select your ad account.
2. Open Settings > Meta Ads and find the Meta Conversions API card.
3. Pick your pixel — the list loads from your connected ad account.
4. Generate an access token in Meta Events Manager: open your pixel's Settings tab, scroll to Conversions API, and click Generate access token. The link in the card takes you to the right page.
5. Paste the token and save. Superpractice validates it against your pixel before storing it encrypted; the card shows the saved token's last four characters.
6. To verify: copy a test event code from Events Manager's Test events tab, paste it in the card, and click Send test event. The event appears in the Test events tab within a couple of minutes. Remove the code once verified — events sent with a test code still count in reporting.

Conversions API: custom page events

Custom page events fire when a visitor loads a page matching a URL rule — URL contains, Exact page, or Regex. The event picker has three sections:

Avoid naming a URL rule Lead or Schedule for pages inside flows that already send those events automatically — a Lead rule on a booking thank-you page would double-count. Pick a distinct name or an otherwise unused standard event instead.

Conversions API: troubleshooting

The card's status line shows the last event sent and seven-day counts for sent, queued, and failed events. Failed sends retry automatically with backoff for up to five attempts.

1. If the card shows a token banner, the access token stopped working — generate a new one in Events Manager and paste it in. Queued events resume automatically once a working token is saved.
2. Events appear in Events Manager within minutes; attributed results in Ads Manager can lag longer.
3. In Events Manager's Test events view, the URL column may show only your domain — that is a display quirk of the tool. Open an event's details to see the full page URL.
4. Check each event's match quality in Events Manager: meetings and leads should score high because they include hashed email, phone, and name.