Note - product terminology and features discussed in this document are subject to change and in testing
About the Integration
The native analytics integration (aka. Attribution Passback) between Triple Whale and Meta is built to allow advertisers to optimize their Meta ads leveraging their first-party attribution data from Triple Whale.
About the Pilot
Purpose
Invitation to participate in the pilot is limited to a select set of advertisers.
During the pilot, advertisers will be asked to enable the integration, which will allow Triple Whale to convey attribution data to Meta. Meta will collect this data for the duration of the pilot in order to train and optimize the algorithm that will leverage this data for campaign optimization when the integration becomes available.
Apart from the benefits outlined below, by participating, you will be directly helping Meta and Triple Whale shape this product.
Advertiser Benefits for Participating
Advertisers that share their attribution data via analytics integrations will:
gain early access to new Meta Ad system updates (for more about these updates, see Meta’s Blog post here).
get access to a new optimization model that uses this data to help fine tune campaign optimization, which we believe will lead to meaningful improvements in the overall value of conversions Meta delivers.
We anticipate this optimization feature to be available for self-service testing in Q3 for the first 50 advertisers that integrate.
Setup Instructions
Setting up the integration is straight-forward and should only take a few minutes.
1. Connect Meta to Triple Whale
Log in to Triple Whale
Navigate to your Triple Whale account at app.triplewhale.com.
Ensure that your Meta Dataset is connected to Triple Whale
Head over to Settings > Integrations
Find your Meta integration
Ensure that your primary Meta integration is connected. If not, reconnect Meta by clicking “Connect” and completing the OAuth flow.
2. Go to Sonar Settings
The attribution passback integration is a subset of the Triple Whale Meta Sonar (CAPI) Integration. If you already have Sonar configured for CAPI, it will require a small additional configuration to send the additional events.
NOTE - This integration does NOT require you to configure the main CAPI integration (standard events) in order to send attribution data to Meta.
Go to Settings > Sonar Settings in Triple Whale and locate the Meta integration.
Note - You do NOT need to configure the standard Sonar CAPI integration in order to use the Passback Integration
Click Set Up
Follow the setup wizard instructions
Note - On step 2 of the configuration, if you receive a warning because you do not have the Triple Pixel Theme App Embed or Web Pixel extension, you can skip this step. This integration does NOT require you to have the pixel installed via these methods. Simply click Save and Continue to move to the next step.
On step 3 of the wizard, select the primary Meta dataset for your Shop from the dropdown
On step 4:
If you wish to skip sending Standard Meta events, simply uncheck the boxes next to each event
Note: Avoiding Conflicts with non-Sonar CAPI Integrations
If you are running an existing CAPI integration through another provider, be sure to leave the standard events unchecked to avoid sending duplicate standard events through Sonar.
Scroll to the bottom of the page to the Attribution Metadata section
Configure your preferred settings for optimization:
Model - the attribution model you use for making optimization decisions
Note - Total Impact is not currently supported
Window - the attribution window you use for making optimization decisions
Performance goal - the outcome you would like to optimize for
Enable the toggle to enable Attribution Passback
On step 5, configure any purchase exclusions (purchase events you don’t want sent to Meta for campaign optimization):
For instance, if you have PoS or $0 orders, you may wish to exclude them. You can do so by configuring order tag exclusions
If you have recurring subscriptions, you can also exclude these in the order tag exclusions
Once you are finished configuring exclusions, click Save and Enable.
Final steps
Verify Connection
Once connected, Sonar will begin sending Attribution Events to Meta
In the Sonar Delivery Overview tab you will see event counts for the “UpdatePurchase” event once you have had some purchases occur that are attributed to Meta
Approve the new Custom Events in your Meta Event Manager
Navigate to your Meta Event Manager Dashboard
Once you have received some events, you will see a new custom events called “UpdatePurchase”
You will be asked to approve these events. Approve these events in your Meta event manager.
Congratulations, you are now successfully set up with the Sonar <> Meta analytics integration.
FAQ
Will this integration interfere with my existing Meta CAPI provider?
You are safe to run this integration along side any other CAPI integration. While this integration does leverage Sonar's CAPI connection to send attribution data to Meta, the Attribution events that are sent to Meta are unique to this integration (they are labelled as "Update Purchase" events) and will not interfere with any standard conversion events you may be sending through any other existing CAPI integration. You run no risk of encountering deduplication errors for your primary conversions/events.
Please note, this integration is configured on the same UI/screen as Sonar's standard CAPI integration. To avoid conflict with any other CAPI solution, be sure you do not check the boxes to send the standard conversion events through Sonar (see callout in setup instructions above).
Will this integration impact my existing campaigns/Meta performance?
No, configuring this integration will have no immediate impact on your existing campaigns or Meta performance
Currently, configuring this integration will only send data to Meta to help train the algorithm that will become available when the feature is fully released.
Once the feature is available in Meta, you will be able to choose which campaigns use this data for optimization when configuring your campaigns in Meta
How do I know the integration is configured correctly?
If configured correctly:
You should see the Attribution Metadata setting toggled on AND the Meta Sonar integration toggled ON
You will begin to see new custom events in your Meta events manager called "Update Purchase" events.
You can check your Meta Sonar dashboard and should see Attribution Passback events in the event monitoring table
Note, you will only be able to confirm the integration is sending the attributed order data after enabling the integration AND after an attributed purchase has occurred
Why do I see so many more Attribution Passback events than orders?
While this integration is enabled, Triple Whale will send one event for every supported attribution model, for each order.
How do I use this data in Meta?
For the duration of the pilot period, this integration will only send data to Meta for algorithm training.
Once the feature is available in Meta, you will be able to choose which campaigns use this data for optimization when configuring your campaigns in Meta