Connect Chargebee to Facebook (Meta) Pixel and Conversions API

Chargebee is a powerful subscription management platform and it's also a valuable data source for marketers to understand what drives revenue up or down and the lifetime value of customers. Facebook (Meta) is one of the most widely used platforms for advertising, which businesses commonly use to grow their audience and further develop their brand, either through Facebook pages or ads or Instagram accounts.

Without conversion tracking, customers who first interact with a brand on Facebook often may not be recognized when they purchase a subscription through Chargebee. Both platforms keep a rich set of data, but without integration, such as from Able CDP, a very low percentage of the purchases will be shown in Meta Ads Manager reports as being attributed to the campaign sources.

1. You can't use Meta Conversions API by utilizing only back-end data (such as customer name, phone and e-mail) or front-end data (such as browser ID / fbp) efficiently. It will work, but it would only be able to match about 30% of transactions.
2. Meta Conversions API deduplication parameter can make Facebook (Meta) to ignore the event sent to Conversions API altogether when a corresponding Pixel event is available, even if Conversions API event has more customer data.
3. Many Chargebee conversions, such as trial account activation, happen offline and can't be tracked by Pixel or GTM-based solutions at all.
4. These missing sales from Facebook (Meta) that go unreported are caused by missing data, which occurs when there is no help from an integration platform such as Able CDP that ensures all sales data is properly attributed in Chargebee.
5. Chargebee customer data without proper first-party attribution doesn’t allow you to leverage the reporting capabilities of other reporting tools you may be using, such as Google Analytics.

Combining browser and server-side tracking to report conversions via the server-side Meta Conversions API solves these problems.

Able Customer Data Platform is the ultimate Chargebee and Facebook (Meta) integration.

It introduces first-party tracking and first-touch attribution based on the concept of a Customer. Customer associates Events that happen on website, in CRM or offline by associating these Events using Customer Keys. Customer Keys are Customer attributes that uniquely identify a customer across events and devices. The most common ones are email and phone.

It combines browser tracking with server API integrations, linking website activity with purchases on the back-end to build a complete journey of each customer across Stripe and Facebook.

This allows you to attribute 99%of sales to the correct marketing source, ad click and landing page and obtain data to inform strategy.

All of this happens in Able Customer Data Platform automatically, provided Able is used to track Facebook ad click conversions to leads.

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Able makes it easy to know which leads and Facebook/Meta visitors convert to paying Chargebee customers. It allows you to report on actual Chargebee revenue rather than conversions to leads, attributing all subsequent Chargebee revenue to the original Meta Ads click and campaign — even if it occurs weeks after the initial visit.

Able tracks Chargebee subscriptions and payments by processing web hooks from Chargebee and attributing them to the original visitor on Facebook tracked by Able.

Able CDP combines browser and back-end tracking to:

1. store Meta Click ID, including the original ad click id (fbclid), when available, as well as browser id (fbp).
2. attribute successful Chargebee payments to the click IDs and send conversion to Meta with additional customer match parameters.
3. send Advanced Match Parameters. Customer email, phone, name and address help Meta to attribute sales when a click id parameter isn't available or is inconclusive

Step 1. Sign up for a free Able trial account

Complete the sign up form to create a trial account.

Step 2. Install Able tracking code on the website

After signing up for a free account, Able CDP will prompt you to add code to your website.

This tracking code will record ad click ids and details of the original landing page visit, as well as lead form submissions, allowing to attribute customers to website visitors. Able CDP uses its tracking to capture UTM parameters, referrer URL and landing page URL, store them in its own attribution database together with the personal identifiers such as email or phone, entered by customer in lead and order forms, allowing it to associate all future customer activity with the original website visitor source.

Add lead form URLs to the HTML Forms Tracking section to let Able automatically recognize the sign-up and lead forms you're using. Any standard lead form widgets that we could detect during the account setup will appear in the Dynamic Lead Forms Tracking section.

Press "Generate" in the Get Code section to generate a unique tracking code to add to your site.

Able CDP page view tracking doesn't install its own cookies and relies on third-party identifiers such as Google Analytics Client Id to connect customer activity between website pages. Please enable cross-domain measurement in Google Analytics if your landing and lead/order pages are hosted on different domains.

Step 3. In the Funnel tab, click add service integration to select which platforms you want to integrate with

‍Step 4. Connect Able to Chargebee

Able Customer Data Platform attributes Chargebee payments (processed using Stripe) to the original marketing source.

To send Purchase events from Chargebee to Able:

1. In Chargebee, go to Settings > Configure Chargebee > API Keys and Webhooks
2. Add Webhook Endpoint URL https://dukm0ab28c.execute-api.eu-west-2.amazonaws.com/webhook/%%FUNNEL_MARK%% (where %%FUNNEL_MARK%% is the unique identifier of your funnel in Able CDP)

Able supports the following Chargebee events:

• subscription_started
• subscription_activated
• subscription_cancelled
• payment_succeeded
• payment_failed
• payment_refunded

Able CDP will now receive webhooks from Chargebee, automatically attributing Purchases and other lifecycle events to website visitors by customer emails and phones and tracking payment amounts and other conversion details.

If you need to recognize conversion during user actions (for example, immediately after a service is consumed, rather than when its successfully billed), consider a direct integration with Able REST API.

Step 5. Connect Able to Meta

1. Set up Meta (Facebook) Events Manager

1. Open Events Manager.
2. If you have existing Pixel of a Dataset that you'd like to use, open it.
3. Go to the Settings tab and click Generate access token.

For more granular permissions setup, you could also create System Users and Tokens in Facebook Business Settings manually.

2. Add Access Token to Able

Paste the access token you've created in the previous step and save it. Leave refresh token empty.

3. Enable Outbound Integration

Select the credential you've just created and Purchase event type.

If the token you're using has 'Manage Ad account' permission, Able will display list of Ad Account, which allows to select ad account and pixel you'd like to use from the list.

Otherwise, copy a Pixel or Offline Event Set Id from Facebook Events Manager and paste into the Adspixel or Offline Event Set field respectively:

Enabled for the following event types:

Read more about Able CDP tracking and attribution engine and how it utilizes a customer journey database to correctly attribute all purchases to the original visitors.

Discover SaaS conversion funnel tracking best practices.