How do I use Offline Conversions to track bank account opens for financial institutions?

How do I use Offline Conversions to track bank account opens for financial institutions?

Hello I'm here

I have a specific question. Have you done this before?

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)

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

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

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?

It's not clickable, that's just the pre-defined event type I chose during the data submission screen

Yes, manually

No I do not use the API because we cannot establish a connection with their database

Ok

Yes, the only institution we have access to data

Are you sure its only through API? Why would they even have manual upload then?

Advancial Credit Union

Sure

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

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 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

Sure, how do we do that? Can we talk during the screenshare?

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I just sent a Google Meet link if that works for you

That way I can share screen and we both have mics

Sure

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

The response from the rep was that it might be a bug and we're reaching out to the Facebook support team about it.

Not at this point, no. Thank you.