Zoho Conversion Leads Guide
SignalSight is an innovative application platform that enables data and signal flow for customers through a variety of source and destination integrations. With a focus on conversion-driven services, SignalSight offers a range of functionalities, including Signalsight CRM and a wide array of source and destination types.
What sets SignalSight apart is its highly customizable and flexible nature, allowing users to tailor the platform to their specific needs and requirements. Whether you need to optimize ad campaigns, track user interactions, or analyze performance metrics, SignalSight has the tools to deliver valuable insights and facilitate seamless data flow.
Creating conversion strategies aligned with the company's marketing objectives. These strategies are designed to attract the attention of potential customers, generate interest, and ultimately lead them to become actual customers.
To set up Zoho Conversion Leads with SignalSight and make a difference in your conversions, you must first have a SignalSight account. If you do not have an account, you can create your membership via the link https://console.signalsight.io/dash/register.
When you log in to your account, a dashboard screen like the one below will welcome you. You can start the wizard by clicking Tracker Creation Wizard under SIGNAL from the left menu.
How to Find Pixel ID on Facebook?
To find your Pixel ID, you need to enter Events Manager. After logging into Events manager, select the Pixel you want to view from the data sources in the left-hand menu. Your Pixel ID will be displayed in the upper right corner of the screen that appears.
Facebook Generate Access Token
You can create acces tokens under the settings tab of the
pixel you want implement CAPI in your Business Manager account.
Step 1 - Go to your business pixel.
Step 2 - Assign a Pixel to your system user (you also have an option to create a new system user at this stage).
Step 3 - Go down to the Conversion API header and click on the "Generate access token" link.
Create a Meta CRM Pixel
This section will walk you through creating a Meta Pixel for your CRM.
Note: You will need to have admin access to create or convert a Pixel.
- In Events Manager, click Connect Data Sources to connect a new data source.
- Select CRM, then click Connect.
- You may either create a completely new Pixel or convert an existing Pixel. Your decision will depend on how you want to organize your events and manage ad account access to the Pixels. We recommend creating a new Pixel so the CRM events do not overlap with existing Pixel events in Events Manager, which will make troubleshooting easier.
If you convert an existing Pixel, we recommend giving the CRM events a different name rather than reusing existing event names, which could cause confusion between the different types of events. Converting an existing web Pixel will not affect other events uploaded to it. A CRM Pixel simply lets the Meta know that CRM events will be uploaded to it and adds the Zoho Conversion Leads Optimization integration workflow to the Pixel.
- To create a new Pixel: Click on the Create New Pixel link, and name the Pixel accordingly.
- To convert a Pixel: Select the existing Pixel you would like to upload CRM events into. Converting an existing web Pixel will not affect other events being uploaded to it.
- Double check that the icon for your CRM Pixel has updated. If it did not, repeat this step.
Note: The integration is Pixel-based. Do not switch completed integrations to a different Pixel.
How to Find the Meta Lead ID
The lead_id is a mandatory field used in the Conversion Leads CRM integration which uploads events back to Meta to help optimize for higher quality leads, as detailed in the payload specification. It is a unique 15-16 digit number assigned to leads generated on Meta and may be presented in different fields depending on how you download the lead. This section will provide some examples of where the Meta Lead ID may be located for common lead download methods, so you can store it in your CRM and later use it to upload events back to Meta.
Note: The Meta Lead ID must be mapped to a field in your CRM before you can use it to upload events back to Meta.
Creating a New Tracker
To create a tracker that includes Zoho, start by clicking on the "Tracker Creation Wizard" under the "Signal" section in the left menu. With the help of the wizard, you will be guided through a few easy steps to create your tracker and manage your signal flow efficiently.
Zoho Source Creation
As a first step you should create a source. SignalSight has several sources. We proceed by choosing Zoho CRM from this list
After providing a name for your Zoho CRM source and completing the required selection steps, proceed to log in and access your Zoho account by clicking on the Zoho Login button. This will authenticate your account and establish the necessary connection for accessing and utilizing your Zoho CRM data within SignalSight.
When you click the Zoho Login button, a popup window will appear where you need to log in to your desired Zoho account. Enter your login credentials for the Zoho account you wish to use in this popup window. This will authenticate your account and allow you to proceed with the desired operations within SignalSight, ensuring a secure and seamless integration with your Zoho account.
Once you have successfully logged in, you need to accept the requested accesses for your CRM and then perform the mapping process.
You need to map the fields in the Zoho account you have connected with the fields specified on the left. This may be a field you have created specifically, or it may be an automatically created field from Zoho. For example, if you are using Skype ID as Leadgen ID, you will need to make a mapping as seen in the image.
Thus, with your source created, you can skip the first step of the wizard by clicking the next button.
In the second step of the wizard, you will create a destination. You should create Meta Conversions Api as destination type for Zoho Conversion Leads. Here you are presented with 2 different methods. If you want, you can create Pixel and Meta CAPI destinations with the Save button by entering the pixel id and access token information. In addition, if you have pixel access, create the destination by selecting the account you will access via the Connect Facebook CAPI button and the pixel below it.
In this step of the Wizard, you can give your tracker a name, view the selected source and destination just below, browse the summary, and complete the process.
With the completion of the tracker, you can view your source and destination on the tracker detail screen.
Adding Zoho to an Existing Tracker
You can add different sources and destinations to previously created trackers. To access this page, click on "Trackers" in the left menu, where you can browse through all the trackers you have created and click on them to view their details.
On this screen, you have the flexibility to add sources and destinations to your trackers at any time, as well as perform operations such as deletion and editing. If your trackers do not have a Zoho source, you can use the "Add New Source" button on the left to add a new source.
You can choose one of the sources used before the popup, or you can create a new Zoho CRM source by saying create a new and then proceed with the adding process.
Congratulations, you were able to include the Zoho CRM source in your tracker.
The Validation Phase
Monitoring CRM events
- Once CRM events start flowing you will enter a validation phase, typically lasting 7 days
- During this phase you will work closely with Facebook to identify any errors or issues which may be identified
- All errors must be corrected before you can exit the validation phase and proceed to mapping events to your sales funnel
Validation Phase Exit Requirements
- Your CRM events must provide maximal coverage of all Facebook-generated leads. For example, if 100 leads are generated in a day, then your CRM events for that day should endeavor to cover all of those leads
- We recommend you send at least 3-4 distinct CRM events so that the model can learn a more complete view of your sales funnel. Minimally, you must send in at least 2 events:
- - the initial lead corresponding to a FB-generated lead
- - a target CRM event for which you most want to optimize
Define Your Sales Funnel
The “Continue Setup” button will be enabled in Events Manager Settings after you’ve exited the validation phase
In each of the sections above, identify CRM events:
- ﹘ that are not events in your sales funnel
- ﹘ that are disqualifying events
- ﹘ and the sequence in which they occur in your sales funnel
The last step in the integration process is to identify the earliest event in your sales funnel you want to optimize toward
The optimization target need not be the final event in your sales funnel, rather the depth you most want to attract audiences
Run Conversion Leads Campaigns
Campaign: Specify the “Lead generation” objective
Ad Set: use an Instant Form for higher quality leads
Ad Set / Ad: Choose the Page for associating leads
Ad Set: Choose the “Conversion Leads” optimization