Facebook Conversion tracking with Youform

This tutorial provides a detailed step-by-step guide to setting up conversion tracking on your Youform using Google Tag Manager and Facebook Pixel.
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Step 1: Connect Google Tag Manager in Youform

The first step is to add Google Tag Manager to your Youform account.
Ensure you have a Google Tag Manager account set up. If you don’t have one, please  create it first .
Once done please follow this guide to add  GTM to your Youform account .

Step 2: Create Triggers in Google Tag Manager

If you have added your GTM ID as mentioned in the previous step Youform will send custom events to Google Tag Manager.
To use these events, we need to create Triggers within Google Tag Manager. 
For brevity, We will only cover 2 use cases: Form view and Form submission but as mentioned in the  Google Tag Manager in Youform  help article Youform triggers total 4 events.

Creating Triggers for Form View:

    Go to Tag Manager → Triggers → New.
    Search Custom Event as the Trigger Type.
    For Event Name fill in formViewed
    Name your trigger for example Youform View
    Save the trigger

Creating Triggers for Form Submission:

This is the most common use case. You will need this if you want to mark your conversion when a form has been fully submitted. Here are the steps (same as above just with different trigger):
    Go to Tag Manager → Triggers → New.
    Search Custom Event as the Trigger Type.
    For Event Name fill in formSubmitted
    Name your trigger for example Youform Submission
    Save the trigger


Step 3: Set up Conversion Tracking for Triggers

Now that we have created our triggers, we will now connect it with Facebook Conversion API. It's super easy just follow these steps:
    First we will get the Tag Template for Facebook Pixel. In your Google Tag Manager dashboard, go to Templates → Tag Templates → Search Gallery.
    Search for Facebook Pixel and add the template by facebookarchive to your workspace.
    Now setup the tag:
  • Go to Tags -> New.
  • Select Facebook Pixel as the Tag Type.
  • Add your Pixel ID and select the Event Name you want to use. If you want to track the form view simply select the PageView  but you can select other events like CompleteRegistration or SubmitApplication etc. This depends on your use case.
Now select your Trigger. Most commonly used trigger is formSubmitted (should appear with the name you selected. I added it as Youform Submission in above steps).
Give this tag a name and save it.

Step 4: Test and Publish

Now lets test your integration. 
Go to your  Facebook events manager  and make sure you have selected the correct business account.
Go to Data Sources -> Test events and paste your Youform page URL inside the input to test it.
Submit your form to view the test event appear on this page.

Please note: This test data will appear immediately but live data takes upto 30 minutes to appear.
All done. Your FB Pixel integration in Youform is now complete.

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