Send won projects back to Meta
Tell Meta which leads actually became projects, so its ad delivery optimises for clients you sign rather than forms people fill in.
When you are done
Won projects are reported back to Meta as conversions.
Everything below gets pasted into Settings → Meta CRM. Takes about 10 minutes, once.
Before you start
- Lead ads already connected — this reports on the leads that arrive through them.
- Admin access to Business Settings.
Steps
In Meta Business Settings, open Data sources and create a dataset if you have none.
This is where offline conversions are received. One dataset for your studio is enough.
Copy the dataset ID.
A long number, shown under the dataset name.
Generate a System User token with access to that dataset.
Same place as the lead-ads token — Business Settings → Users → System users. The system user must be assigned to the dataset, not only to the Page.
Paste both into Settings → Meta CRM and save.
Houscade then reports a conversion whenever a lead that came from Meta is marked won.
If it does not work
- Meta shows no conversions after a week.
- Nothing has been marked won yet, or the leads being won did not come from Meta. Only leads Houscade can attribute to a Meta form are reported — there is nothing to send for a walk-in.
- The token is rejected.
- The system user has a role on the Page but not on the dataset. They are assigned separately.