Facebook Business Extension

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We have launched the new version of Facebook Business Extension, you can integrate Facebook Business Manager, Facebook Page, ad account, Facebook Pixel, and Instagram business account together. This new version can save time on products uploading to Facebook and management. You can also set up Facebook ads easily and promote them to your target audience. Please refer to the below procedure to set up and enable the FBE.

Facebook Business Extension will integrate with Facebook Business Manager as well as the assets which can manage your Facebook ads easier (Due to the integration restriction of the Facebook Extension, you are required to use Facebook Business Manager to connect assets, and you cannot directly select personal Pixels and ad accounts. Please refer to the current content provided by Facebook). Before you enable the FBE, if you have your own Facebook Business Manager account, you can confirm whether you have already owned the assets permission. If you have not created any Facebook Business Manager, you can follow the steps below and create the new assets.

In order to maintain and secure the authenticity of Facebook accounts, Facebook will review and verify personal accounts and assets since 2020. We suggest that you can submit your account review request through the Facebook official channel for a verified badge. and install FBE with your verified Facebook account and assets to ensure that Facebook won't suspend your account and assets during the review.

 

SHOPLINE store only provides the feature of connecting the Facebook Extension. It does not have the review permission of any Facebook assets. The installation process is subject to the actual content on Facebook. If you have questions regarding assets and permissions, please contact Facebook for confirmation. Please also read the Notes carefully before operation. SHOPLINE does not have the responsibility for the access permission and review of Facebook asset integration. 

*Note:

  • If you have installed the previous version of the Facebook Business Extension (i.e. your pixel editing button in SHOPLINE Admin “Tracker Setting” is grayed out), please pay attention to the "Important Notes" in this article before installing it.
  • The Extension will integrate the assets of the Facebook account logged in on your browser. The assets selectable are subjected to the actual content on Facebook.

If you want to enable Facebook Shop or Instagram shopping through the Extension, please refer to this article.

 

 

Case 1. I have owned Facebook Business Manager and all assets 

Step 1. Make sure you have Facebook assets admin access

If you have Facebook accounts with all assets of Business Manager, Facebook Page, ad accounts, Pixel, please ensure you have owned the admin access of all these assets. You can go to Business Settings to add admin access:

  • People in Business Settings: Make sure your Facebook account has admin access. (Please refer to Facebook Official Instruction)
  • Pages: Make sure your Facebook account is on the list of "People" having admin access to Pages (Please refer to Facebook Official Instruction) and the "Owner" of the Page has to be the admin of the selected FBE for over 7 days.
  • Ad Accounts: Make sure your Facebook account is on the list of "People" having admin access to the ad account (Please refer to Facebook Official Instruction) and the account has to be from your FBE. 
  • Catalog: Make sure your Facebook account is on the list of "People" having admin access to catalog  (Please refer to Facebook Official Instruction) and it is connected to the Page you selected with the same access permission. 
  • Pixels: Make sure your Facebook account is listed amount people having admin access for Pixels and the Pixel is created from the FBE (Please refer to Facebook Official Instruction).

*Note: Before you install FBE, please check the review status of your assets under your Business Manager. If they have been disabled by Facebook, you could pledge a review of your accounts and assets, and integrate your assets to the FBE after passing the review. 

The permission for integrating the Extension to your assets is relatively strict. It is required to select the account and Pixels originated from the FBE.  If you encounter problems regarding asset permissions, please contact Facebook directly for further confirmation. It is also recommended that you integrate FBE with assets managed by your own company. If you cooperate with external advertisers, to avoid potential conflicts in property transfer, please authorize the access rights to them separately.

 

Step 2. Start setting

In the SHOPLINE Admin, go to [Marketing & Tracker] > [Marketing] and choose "Install Business Extension Only".

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New Facebook integration page

On the new page by going to [Channel Integration] > [Facebook]. In the "FB Business Extension" section, click Install now.

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There will be a Facebook pop-up window that shows your login account. If you have not logged in yet, please log in to your Facebook account with "Continue as (your account)".

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Next, you will see what you will be able to manage. Click Get Started to continue.

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Step 3. Choose your Business Manager and assets

If the Facebook account you logged in to has been using a Business Manager, you will access to Business Manager and assets. Click on the "arrow" for each asset, select the asset account or create new assets directly from the right-hand corner. Your chosen assets will be shown and please click Continue.

 

Before selecting assets, please note the following:

1. When selecting a catalog, FBE may show the option "Products for XXX personal catalog". Since this catalog is your personal asset, you will not be able to view it at Facebook Catalog Manager. We suggest that you could select another catalog or create a new catalog instead of using the personal one for FBE. It would help you manage your assets more easily. In addition, since the selected catalog will be linked to the store's product data, please do not select the manually-created catalog in your Catalog Manager so as to avoid replacing the manually-created product data source. You can choose to create a new catalog asset to synchronize your product information.

2. When selecting Page, please check the Facebook account you logged in which has admin access to Facebook Page. And after choosing the Page and completing the FBE integration, Page will be owned by the Business Manager you selected in FBE.

3. If any notice is shown in red when you click "Continue", please follow the instruction and change or amend the newly created assets name.

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Step 4. Authorization

Authorization is required for the integration with SHOPLINE. Please keep the below 3 items ON, and click Next

SHOPLINE will only be authorized for FBE integration and data transfer, which does not have access right on your ad account or Facebook Manager.

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Step 5. Integration complete

Please click Done to complete the Facebook Business Extension integration.

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Case 2. I have a personal ad account, Pixel, and Facebook Page

If you are using a personal Pixel and personal ad account, and have not created a Business Manager yet, please follow the steps below to set up in Business Manager. Please be reminded that only the active paid personal ad account can be transferred to the Business Manager.

At the same time, due to the limitation of Facebook, each Business Manager can only own one ad account, if you need to connect more than one ad account, an additional charge may be incurred. Please refer to Facebook Official Instruction or contact Facebook for details.
 

Step 1. Get your personal ad account

You can log in to your Facebook account and go to Campaigns to find your personal ad accounts.
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Step 2. Add the personal ad account to the Business Manager

Go to Business Settings > Accounts. Click Add and select Add an Ad Account.EN_Step2-2-1.png

 

Please fill in your personal ad account ID in the pop-up window, and click Add Ad Account.

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Step 3. Integration completed with personal assets

Once your Business Manager has connected with the personal ad account, Facebook will automatically assign your personal Pixel to the Business Manager, you can go to the Admin panel and install it thru Case 1: I have owned Facebook Business Manager and All assets".

 

Case 3. I don't have any Facebook Business Manager, ad account or Pixel

Step 1. Start setting

If you have not created any Facebook Business Manager, catalogs, or Pixel, you can install Facebook Business Extension directly. 

In the SHOPLINE Admin, go to [Marketing & Tracker] > [Marketing] and choose Install Business Extension Only.

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New Facebook integration page

On the new page by going to [Channel Integration] > [Facebook]. In the "FB Business Extension" section, click Install now.

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There will be a Facebook pop-up window that shows your logged-in account. If you have not logged in yet, please log in to your Facebook account with "Continue as (your account)".

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Next, you will see what you will be able to manage. Click Get Started to continue.

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Step 2. Create your Business Manager Account

If you have already logged in to the Facebook account without Business Manager, you can create and name your Business Manager Account, by using either Company Name or Shop Name and clicking Create.

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Step 3. Create / Select your Facebook Page

If you have already logged in with your Facebook account which has admin access to Facebook Page, you will be able to select the Facebook Page and click Continue.

Note: After choosing the Page and completing the FBE integration, the Page will be owned by the Business Manager you selected.

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 If you have already logged in to Facebook without Facebook Page or admin access, it will show "Create New Page", please fill in the page name and click Create.

Note: The name of the Page cannot be the same as the name of the existing ones. If a reminder in red appears, please try another name.

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Step 4. Create your ad account

If you have not created any ad account, please name the ad account by using either Company Name or Shop Name and click Create.

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Step 5. Create your Pixel

If you have not created any Pixel, please create one and name the Pixel by using either your company name or shop name. Click Create to continue.

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Step 6. Create a catalog

The catalog will synchronize SHOPLINE products to Facebook. Suggest you set up the name as "Facebook Page Name - SHOPLINE" for identification, and click Create.

Note: When selecting catalogs, FBE may show the option "Products for XXX personal catalog". Since this catalog is your personal asset, you will not be able to view it at Facebook Catalog Manager. We suggest that you could select another catalog or create a new catalog instead of using the personal one for FBE. It would help you manage your assets more easily. In addition, since the selected catalog will be linked to the store's product data, please do not select the manually-created catalog in your Catalog Manager so as to avoid replacing the manually-created product data source. You can choose to create a new catalog asset to synchronize your product information.

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Step 7. Authorization

Authorization is required for the integration with SHOPLINE. Please keep the below 3 items ON, and click Next

SHOPLINE will only be authorized for FBE integration and data transfer, which does not have access right on your ad account or Facebook Manager.

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Step 8. Integration complete

Please click Done to complete the Facebook Business Extension integration.

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4. View Assets and Facebook Settings

i. View FBE settings

Please go to [Marketing & Tracker] > [Marketing] and click Manage settings with a pop-up window to view the settings.

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New Facebook integration page

On the new page by going to [Channel Integration] > [Facebook]. In the "Online Store Application" tab, click Manage settings next to "Customer negotiation plug-in". 

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If you would like to view the connected assets, please check on the right-hand list and click View for details in the pop-up window.

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ii. Create "Page Shop" and "Messenger Chat"

Besides the connected assets, you can also enable the "Page Shop" and "Messenger Chat".

  • Page Shop: You can upload the product catalog and synchronize your products to your Facebook Page. Customers can view your products on your Facebook Page and redirect to your online shop for checkout.
  • Messenger Chat: Customers can contact you through Facebook Messenger on your online shop for instant communication and inquiry.

 For details, please refer to Page Shop and Messenger Chat | Facebook Business Extension

 

  

5. Important Notes

i. Will the Facebook Pixel be replaced after being integrated by Facebook Business Extension?

If you upgrade your Facebook Business Extension, your Pixel will be installed again and replace the one installed by the previous version of Facebook Business Extension. Please be aware that your installed Pixel is the one linked with your ad account. If you want to install the other Pixel, please contact Online Merchant Success Team for assistance.
 

ii. How do I edit/change the Pixel installed by Facebook Business Extension?

If you install the Pixel by Facebook Business Extension, Pixel will be installed in the [Tracker Setting] in your Admin panel automatically. If you want to edit or change your Pixel or the other assets, you could click the Edit Assets button beside Facebook Business Extension and choose the Pixel or the assets in the pop-up window.

Note: Please make sure that your installed Pixel is linked with your Facebook ad account to track your data and conversion events in your store. 

 

iii. Does Facebook Business Extension support all merchants?

Yes. This feature supports all plans for Facebook Manager, Facebook Page, ad account, and Facebook Pixel to synchronize the Facebook catalog, but there are different limitations on product synchronization:

  • Premium Plan or above: Support synchronization for all products
  • Basic / Advanced Plan: Support 10 latest added products created in Featured Category, if there is no product in Featured Category, the system will synchronize the 10 latest added products.
  • e-Commerce and Social Commerce annual plan: Support synchronization for all products

 

iv. How do I select my Pixel / Facebook Page/ ad account in the installation process?

If you want to select your own assets in Facebook Business Extension, as required by Facebook, please make sure that your Facebook personal account has been assigned as Admin in the Business Manager and Facebook page for more than 7 days. Please refer to the guide on Facebook to assign your assets including Pixel, Facebook page, and ad account to your Business Manager, and your personal account is in the list of other "people" so that you could select them in the installation process. 

 

v. Why my product catalog is not working after the installment?

Once you install FBE, the system will automatically upload your products and synchronize, Facebook will review your products during the progress and it will take 1 working day to finish.  At the same time, you can go to Catalog Manager to observe the upload status, if the products cannot be uploaded successfully over 48 hours, please contact Online Merchant Success Team for further checking. 

 

vi. Why can't I select the Page I want during installation?

The Facebook Extension will display the corresponding assets according to the Facebook personal account you logged in to your browser. If you cannot select a Page, it may be that you do not have the "admin" permission of the Page and of its FBE, or you did not select the FBE that is with the Page. Therefore, before installation, please confirm the access permissions and the options to be selected.

 

vii. May I use my personal catalog in the FBE install process?

When selecting a catalog, FBE may show the option "Products for XXX personal catalog". Since this catalog is your personal asset, you will not be able to view it at Facebook Catalog Manager. We suggest that you could select another catalog or create a new catalog instead of using the personal one for FBE. It would help you manage your assets more easily.

 

viii. What event will the Pixel install by the Facebook Business Extension track?

When you have installed the FBE, your selected Pixel will be installed in the tracking setting and will track these events in the below chart according to the customers' behavior (trigger). 

If you want to track the extra events, you could add the event codes by GTM or event setup tool on Facebook. Please make sure that you have to manage and check the extra codes frequently and also avoid adding duplicate events on your shop pages to affect the data collection from your Pixel.Pixel_eng.png

ix. Why does personnel from "SHOPLINE Extension System User (FBE)" appear after installing the Extension?

The Extension will connect your SHOPLINE store assets with the Facebook backend. During operation, the Extension will automatically create a SHOPLINE system application in your FBE for connection and synchronization. The application will appear as a name only. SHOPLINE does not have access to operate your company's Facebook assets, nor view or edit your assets. Please do not remove this application and personnel to avoid abnormality when the Extension is synchronized and updated.

 

x. What items will the catalog synchronize?

The Facebook integrated catalog will synchronize products publicly published in the store (in terms of units, not stores). The catalog will be updated about every 6~12 hours while the Extension is connected, and being fetched to the Facebook backend according to the preset daily schedule. (The schedule is adjustable).

If you edit the products in the Admin, your catalog and Facebook product data will not be updated immediately, please review the upload schedule in Facebook Catalog/Business Manager.

In addition, the images of the catalog will upload the first image of the main product. If there is an image for variants, the variant image will be uploaded instead. The rules for uploading images cannot be changed.

 

xi. My company has cooperated with third-party advertisers. Should I ask them to install the Extension?

The permission for integrating the Extension to your assets is relatively strict. It is required to select the account and Pixels originated from the FBE. It is recommended that the Extension and assets that you integrate are managed by the Facebook account that is monitored internally by the company.

This can retain the intactness of management rights of your assets in the future, and prevent disputes when transferring data and access permissions. 

If the advertiser needs to use the assets, as a suggestion, you can authorize the access rights of your asset to them in the FBE setting, or add them to the "People" list. 

 

xii. Why is my product rejected by Facebook? How can I lodge an appeal? 

After the product is synchronized to the Facebook backend, Facebook will review it through robots and humans. If your product is determined by Facebook to violate the shopping and business policies, it will be rejected by Facebook. You can find the reasons for rejection in the Catalog/Business Manager. If you think that the product has been misjudged and does not violate the policy, you can also reply directly for an appeal. The results of the appeal are subjected to Facebook.

 

6. Cancel the linkage of Facebook Business Extension

If you want to cancel the linkage of Facebook Business Extension, you may simply click Unlink my account in [Marketing & Tracker] > [Marketing]. However, please wait for 5 to 10 seconds for a confirmation notification that appears at the top of the page.
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New Facebook integration page

On the new page by going to [Channel Integration] > [Facebook]. In the "The Connected Facebook Account" section, click Unlink the current account.

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When the linkage is canceled, the function will be affected, so please pay attention to the following points before unlinking the Extension:

  • Please note that you have to wait for 5 to 10 seconds until the notification shows up and the button turns back to "Install Plug-in”; then conduct further actions. Any immediate action or refreshing the page may cause the Extension to malfunction.unlink_extension.png
  • The Pixels installed through the Extension will be uninstalled and removed from the "Tracker Settings" in the admin, and the tracking will be stopped.
  • The catalog uploaded through the Extension will stop updating automatically. If you have turned on the function of "Synchronize Products to Fan Page Store", the product information on the Fan Page Store will also stop updating automatically.

 

7. Update Permission Button - Conversions API

If you have installed FBE and seen "Update Permission" button beside, this button and status would not affect your FBE and catalog. Don't need to worry about the function of FBE.update_permission_eng.png

If you see this button, please log in to Facebook with your Business Manager admin account and click the button to authorize the Conversions API of Pixel function. After authorizing, your FBE Pixel will track data through API as well. Conversions API would help you collect the data in your shop more accurately and analyze the outcome of your ad.

 

Benefits of Conversions API:

  • Improve accuracy of tracking events: When using Conversions API, you don't have to worry about events getting lost because of problems such as a browser crash or an ad blocker.
  • Measure customer actions in more ways: Conversions API supports new Pixel tracking events: OrderCompleted, OrderCanceled. It gives you visibility into your customer's full journey and can also optimize your business campaigns.

 

Further, Conversions API will send these events through the server below:

View Content(View product pages)

Add to Cart(Add products to cart)

Purchase(arrive on order thanks page”/confirm”)

Lead(arrive on “/sign_up_confirmation” & ”/confirmation” page )

Order Completed(Order status “completed”)

Order Canceled(Order status” Canceled”)

 

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