Optimize purchase conversions with CAPI for Facebook + Instagram

Previously, with the Event API, you could only fire a purchase event from Pancake POS to Ads Manager with a Facebook Page. However, with CAPI, you can apply it to Instagram as well.

If you read the documentary and are still confused, what should you do to install CAPI? The answer is To-do-Nothing.

Pancake and Meta have AUTOMATICALLY moved all customers to CAPI, so unless there is a special purpose (setting up CAPI for IG, controlling data sets on Event Manager,...) you don't need to do anything else.

Note:

• Each Facebook and IG page will only be able to connect to 1 dataset. This means you cannot connect 2 Facebook pages into 1 dataset. However, you can connect 01 Facebook page + 01 IG page into the same dataset.

• Each dataset can contain events of 01 Facebook + 01 IG, however for ease of statistics, you should create a separate dataset for each page.

• The connecting person must have ADMIN rights on that Business Manger, and have the right to manage the Facebook Pages and IGs that need to be connected.

• These Facebook and IG pages are located in a shop on Pancake POS.

• During the CAPI installation process, you need to choose the CORRECT FB and IG pages available in your shop.

• If your shop has many PAGES and IGs, during the installation process below, you can create a series of datasets.

• IG and linked Facebook Page need to be managed in 01 Business Manager. (How to create a Business Manager)

Step 1: Access CAPI setting

1. Access your shop on Pancake POS.

2. Access Configuration > Shop information

Step 2: Connect Meta CAPI

• Select "Connect Meta CAPI"

• Select the Business Manager containing your Page and IG then click Continue.

• Select the Facebook Page you want to use CAPI.

In this step, if the Shop is merging multiple pages, you can tick multiple pages to connect in bulk.

• Select the IG you want to use CAPI for.

If you don't have an IG account, or don't want to create a dataset for IG, you can skip this step.

• Create or connect with available dataset

• Allow permisisons for Pancake to push event

After that, the setup steps have been completed. When you create an order for a customer on Pancake, by default, if the order changes to Confirmed status, the data will be transmitted through CAPI to the Data File (Dataset) and connected to Ads Manager for statistics and optimization advertisement.

3. Setup customize event (Optional)

By default, when you turn on "Notice of Facebook Events":

• If the order is in New status => POS will hear the Initiated Checkout event (~Add to cart)

• If the order changes to the Confirmed state, or jumps from New to the following states Confirmed (for example, waiting for goods, waiting for delivery,...) => POS will fire the Purchase event.

Hope your sales will increase 3x after optimize CAPI!