How do I use Offline Conversions to track bank account opens for financial institutions?
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How do I use Offline Conversions to track bank account opens for financial institutions?
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Hello I'm here
Please click on the link below about offline converations.
I have a specific question. Have you done this before?
Yes I have please go ahead
I set-up offline conversions connecting it to an ad account over a month ago. I received a data list from the client showing people who had signed up for an account with the credit union. When I upload the list I see this (wait for screenshot)
I will wait for the screenshot
It's strange because it shows no match rate on the bottom for records but a match rate in the upper section for records
I set-up the data properly providing email, first name, last name, city, zip
The complete registration seems to be glitching.
Did you go through the process of the registration at first before connecting the credit union?
Do I need to actually set-up an event in Facebook? I thought selecting the event type was just a type to select
I also did not add a conversion value but the list still went through
"Did you go through the process of the registration at first before connecting the credit union?"
What do you mean by this?
In roder to get traffic yes you do.
Please set the event first please.
Please click on complete rigistration to see if this will ket you continue to set up the account.
What do you mean exactly? Is this done through Ads Manager or another section of business manager? Sorry, I just need additional clarification.
My thought was that I just need to connect an Offline Event set to an ad account so it starts tracking impressions served. Then I upload the data list from the client, choose an event type (with no further setup) and it will show me the number of people who have seen an ad we served and are on the event list.
Ok I will try it now
Where is complete registration?
The screenshot you sent bottom left hand corner.
Check and see if you can click on it and finish setup.
It's not clickable, that's just the pre-defined event type I chose during the data submission screen
Do you upload all the offline data yourself?
Also do you use the API?
No I do not use the API because we cannot establish a connection with their database
Please allow me a few minutes to resolve this for you One moment?
I htink this isi the problem. Faceboko uses the API for the offline data.
IS the credit union the only institution that you are using right now?
Yes, the only institution we have access to data
Are you sure its only through API? Why would they even have manual upload then?
May I ask what credit union is this?
Advancial Credit Union
Thank you one moment please?
When you tried to connect the credit union, what error message did you get?
None, I just connected it to the ad account we run ads from. FB instructions say that to do offline events you need to connect the offline event set to an ad account in order for it to be able to match offline events to ads served
So I did. I did it over a month ago and all the events we submitted are after that time period
So the real time data is not showing, is that correct?
We can't connect directly to the credit union's internal software and use the API to automatically pull events, but from everything I read we should be able to manually upload events (like I did here) and match them
Correct, we don't have access to real time data, only manual upload
I believe this is just a glitch in Facebook itself. Is there anyway you can remove the credit union, then add the credit union back?
I kind of feel that way too. I also noticed a glitch where, I uploaded the events yesterday and it just said 0 matches. I even checked an hour after. Then I logged in today and it gave me these matched events
I could do that but then it will lose the data for the past month. That's what I'm worried about
We can do a screenshare as you perform these steps if you wish?
Do you still have the past data files so that you can maunally reupload them?
Might take some time to reupload as well.
Sure, how do we do that? Can we talk during the screenshare?
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Yes there will be a chatbox in the screenshare.
I just sent a Google Meet link if that works for you
One moment and I will join?
That way I can share screen and we both have mics
I use another program called anydesk which allows us to chat with the screenshare, would this be ok with you?
I would prefer meet if that's ok. Just for privacy purposes and so I don't have to download something new. If you have a google account you can easily join and then walk me through it
Sure one moment please.
Customer wishes to finish up tomorrow. Status-Open
Please keep me updated on this issue with Facebook.
The response from the rep was that it might be a bug and we're reaching out to the Facebook support team about it.
Sounds good please please keep me updated .
Is there anything else I can help you with?
Not at this point, no. Thank you.
Please accept my answer or let me know if thhere is anything else that I can do to help with this issue?
Dear Sami , It was a pleasure helping you with your Facebook issue today. Here is a summary of the resolution.
Issue identified :
Customer needed help with offline converesations for Facebook
Solution Implemented : Called customer/ Performed screenshare Helped customer narrow down the issue of offline conversations not working correctly on Facebook
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