The Conversions API allows businesses to send first-party conversion events to Meta, which aids in improving attribution and optimization for reporting. There are two main ways to utilize the Conversions API:
- The web API is commonly used to send a second set of conversion events when the pixel fails.
- The second method involves offline events, typically from your CRM. When a task is completed or a tag is received, the event is sent to Meta.
The offline Conversions API should ideally be used when a customer's website activity doesn't trigger the conversion. This could be due to a purchase made in a physical store or a sale closed by a salesperson without visiting your website.
While it's possible to send all events from your CRM, it's important to deduplicate online conversions to avoid counting the same event twice. This process can be technically challenging and requires expertise. The simplest solution is to only send offline or CRM events when there's no website element involved.