Checkify provides two types of integration for Facebook: Facebook Conversions API (CAPI) and Facebook Pixel. CAPI is a newer way to send events from Checkify to the ad platform. However, for those who prefer working with Facebook Pixel, this option is equally available.
Checkify tracks events on the checkout page and the Thank You page, so if you need to setup pixel and get more data at the stages that precede the checkout (e.g. Add to cart) then it is also good to refer to articles in the Shopify Help Center, since it is done outside our product. For example, you may search for โFacebook pixelโ there.
In this article:
NOTE: Since Meta (Facebook) constantly keeps updating its UX/UI, some of the elements may not be in exactly the same places as demonstrated in this guide. However, Checkify keeps an eye on the fundamental changes and will update the knowledge base accordingly.
1. Connecting CAPI or Pixel
We support both Facebook Pixel and CAPI. Each connection comes with its own benefits.
With CAPI, you will be able to send 100% of events from Checkify to Facebook, regardless of cookie blockers or the limitations of post iOS 14 world. Please note that CAPI integration cannot be tested with Pixel Helper (extension).
With Pixel, some events can get lost because of cookie blockers. But it offers a more familiar process and can be tested with Pixel Helper.
ATTENTION: If you want to spend bigger ad budgets consider completing verification of the checkout's custom (sub) domain first.
You can connect both Facebook Pixel and Conversion API to use with Checkify. Facebook will deduplicate the events on their side.
In any way, you should keep the existing Facebook-Shopify connection too. The Facebook-Checkify integration will track events only related to the checkout stage, so you will need a Pixel connected to Shopify to track events that happen before the checkout, for example, Cart.
NOTE: If you plan to connect Facebook Pixel and CAPI, you need to connect both in the Integrations, Marketing platforms tab in the Checkify admin. If you connect the Pixel with custom scripts, it will lead to the error of duplicate events.
2. Verify your store domain
2.1 Add domain to Facebook
To connect CAPI or Pixel, you will need to set up a custom domain for your checkout on Facebook's side.
ATTENTION: If you delete your custom domain from Checkify, and your checkout will default to checkify.pro, your conversions will not be tracked. So, if you plan to track your Facebook ads, do not delete your custom domain. Editing your custom domain will not result in breaking the connection with Facebook. For example, if you change your domain from buy.your-store-name.com to checkout.your-store-name.com, your events will still be tracked.
For either Facebook Conversions API or Pixel to work properly, you need to verify your store domain in the Business Manager if you haven't already. If you have already verified your domain for Facebook, just continue to aggregated event measurement.
To verify your store domain, follow these steps:
In the Business Manager with your Pixel, click on the Business Settings button in the upper-right corner.
Business Settings button in the Business Manager interface
In the Business Settings, select the Brand Safety tab, and select Domains from the left side navigation list.
Domains section in the Brand Safety tab
Click on the Add button, and enter your yourdomain.myshopify.com domain (if you have not connected your public domain to Checkify yet) or yourdomain.com (if you have already connected your public domain to Checkify) in the Add a Domain pop-up dialog.
"Add a Domain" pop-up dialog
4. Select the Meta-tag Verification method.
Meta-tag Verification option
5. Add the meta tag containing your verification code to the head section of your store home page to verify your domain. Confirm that the meta tag is visible by visiting your store's home page and viewing the HTML source (you may perform View Page Source in your browser).
Meta tag in the head section in the HTML source code of the store's home page
6. Click the Verify button at the bottom of the Meta Tag Verification tab for the selected domain. Leave the meta tag on your store home page as it may be checked periodically for verification purposes.
2.2 Configure Aggregated Event Measurement
After verifying your store domain, you will need to configure the Aggregated Event Measurement. Follow the steps below:
Click on the domain and click Edit events.
Edit Web Event Configurations menu in the Events Manager
If you already have Events there, you can re-order them, remove them, or add new events. If you do not see any Events, start adding them using the green Add Event button.
Select the Pixel or the Custom Conversion. You will see a list with available pixels for that domain and Custom Conversions.
In the second selector, choose the Event name, or the Custom Conversion name.
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3. Connect Facebook Pixel (Main & Backup)
To connect Facebook Pixel to Checkify, please do the following:
1. Go to Facebook Events Manager.
2. Select a Pixel you would like to connect to your checkout.
3. Copy Pixel ID.
Pixel ID in Facebook Event Manager
4. Paste it into the corresponding field in the Checkify admin panel.
You can add one Main Facebook Pixel (required field) and you have three slots for Backup Facebook Pixels (optional fields).
In parallel with the main one, data from the Initial Checkout and Purchase events will be sent to each backup pixel.
Checkify will send InitiateCheckout, Purchase, and PageView events to Facebook.
NOTE: If you have not connected the pixel to your store yet, you can do it either by installing the code manually or set it up via partner integration with Shopify. Just follow the instructions in your Events manager.
4. Connect Facebook CAPI to Checkify
To establish CAPI with Checkify, please do the following:
1. Go to Facebook Events Manager.
2. Select a pixel you would like to associate with the Conversions API.
3. Click on the Implementations tab.
4. Under About the Conversions API, read the Learn More resources if you want additional information about the Conversions API before getting started.
5. Click Generate Access Token. Copy your Access Token and keep it somewhere safe. Also, you can use an instruction from Facebook's dev documentation for generating the access token.
Here's a visual instruction with all the above-listed steps:
Access Token generation instruction
Next, go to the Checkify admin panel and paste your Access Token and Pixel ID to the corresponding fields.
Checkify will be sending InitiateCheckout, Purchase, and PageView events to Facebook if you use only Pixel integration.
Checkify will be sending InitiateCheckout, AddPaymentInfo, a custom event AcceptedUpsells and Purchase, and PageView events to Facebook if you use CAPI integration.
NOTE: To receive AcceptedUpsells events, you must one-time confirm the following in the Event manager:
If you have not connected CAPI to your store yet, you can do it either by installing the code manually or set it up via partner integration with Shopify. Just follow the instructions in your Events manager.
5. Common issues
๐ Is it possible to connect just Facebook Pixel without the Conversions API to Checkify?
Yes, you can. However, consider learning more about CAPI, as it might be more effective than using the Pixel alone.
๐ FB is already connected to my Shopify store, do I need to connect it again?
You need to connect your Checkify checkout to the pixel and / or CAPI. So yes, you have to perform all the above actions for your checkout to start sending events to the platform.
๐ Do I need to put my .myshopify.com domain or my public domain to verify the store domain in Facebook Business Manager?
You need to use your .myshopify.com domain if you have not connected your public domain to Checkify. While your checkout is on the default domain, Checkify will be sending myshopify.com in links for Facebook. Thatโs why you need to integrate it. After connecting your public domain to Checkify, we will be sending "your domain" in events to Facebook.
๐ What happens if I don't verify my store domain?
Your ad campaigns will remain paused, and you will not be able to relaunch them.
๐ Facebook shows me an error with reduplication with Pixel. What should I do?
You get notifications about duplicate events if you connected Pixel with custom scripts. Delete the scripts, and connect Pixel via the Checkify Integrations tab.
๐ How long does it take for Facebook to relaunch my ad campaigns after the domain verification?
Your ad campaigns will reappear within 72 hours.
๐ Facebook doesnโt track 100% of my purchases.
That's how Facebook tracking works at the moment. Checkify sends 100% of events from the server, but only some events tracked by Pixel are matched to Facebook users by Facebook. Your Pixel would track the same number of events, because of cookie blockers.
๐ I already connected CAPI, but Iโd like to go back to Pixel. Can I do that?
You can connect both Pixel and CAPI in the Integrations tab of your Checkify dashboard. You may disconnect easily from the admin, as shown below: