How to integrate Yay! Forms with the Facebook/Meta Pixel
This guide details the process of native integration between Yay! Forms and Meta Ads (Facebook Ads), using Meta's Conversion API to send events automatically and reliably.
- A Yay! Forms account with a created form.
- A Facebook ad account with an existing Pixel.
- A form with fields that capture important data (name, email, etc.).
Access the desired form and select the Integrate tab. In this section, you will find the option related to the Facebook Pixel. Click Configure to proceed with setting up your Pixel.
Now, you need to obtain the Pixel name, the Pixel ID, and the corresponding access token. To do this, access the Facebook Events Manager. Then, select the desired Pixel and copy the necessary data, as shown in the images below.
After obtaining these details, go to Yay! Forms and click Connect Meta Account.
Then, enter the obtained data in the corresponding section and click Save:
If you want to test the integration in real-time, access the Events Manager and go to the Test Events tab. Then, click Confirm if your server events are set up correctly, as shown in the image below:
Next, copy the test code:
In Yay! Forms, paste this code in the test section:
It is important to remove this test event after verification because, otherwise, Facebook may interpret that the information coming from this configuration is just tests and disregard it.
Yay! Forms sends the following events by default:
YFView/PageView - When the form is loaded.
YFStart - When the user starts filling it out.
YFAnswer - For each question answered.
YFSubmit - When the form is submitted.
You can also create a custom event and define a condition for it to be sent to Facebook:
Event Name: Enter the custom event name in the corresponding box.
Condition to Execute the Event: Enter the formula or expression for the event to be triggered. This link contains all the details on how to create conditional expressions.
Case-Insensitive Custom Event: Check this option if you want the event execution to be case-insensitive in the previous expression.
Copy your form's subdomain from Yay! Forms, as shown below:
Then, create a new domain in Facebook Business Manager:
Add the previously copied Yay! Forms domain:
Copy the domain meta tag as shown below:
Finally, paste it into your integration and click Verify on Facebook.
You can check the "Advanced Matching" option, allowing our AI to collect compatible response data such as name, email, age, gender, location, etc., and send this information to Facebook to increase event scoring.
If you want an event to be triggered even if the user does not complete the form (provided the configured condition is met), enable the Send incomplete responses option.
- Events need to be manually approved on Facebook before they can be used in campaigns.
- If your ad account and Pixel are in different Business accounts, share the assets.
- In the ad set, select the desired conversion event (after approval).
- Always test your configurations before launching an official campaign.
We hope you enjoy the new integration
If you have any questions or suggestions, email us at help@yayforms.com.
1 - Prerequisites
- A Yay! Forms account with a created form.
- A Facebook ad account with an existing Pixel.
- A form with fields that capture important data (name, email, etc.).
2 - Configuring the Integration with Meta Pixel
Access the desired form and select the Integrate tab. In this section, you will find the option related to the Facebook Pixel. Click Configure to proceed with setting up your Pixel.
Now, you need to obtain the Pixel name, the Pixel ID, and the corresponding access token. To do this, access the Facebook Events Manager. Then, select the desired Pixel and copy the necessary data, as shown in the images below.
After obtaining these details, go to Yay! Forms and click Connect Meta Account.
Then, enter the obtained data in the corresponding section and click Save:
3 - Testing Events in Meta
If you want to test the integration in real-time, access the Events Manager and go to the Test Events tab. Then, click Confirm if your server events are set up correctly, as shown in the image below:
Next, copy the test code:
In Yay! Forms, paste this code in the test section:
It is important to remove this test event after verification because, otherwise, Facebook may interpret that the information coming from this configuration is just tests and disregard it.
4 - Standard Events Sent by Yay! Forms
Yay! Forms sends the following events by default:
YFView/PageView - When the form is loaded.
YFStart - When the user starts filling it out.
YFAnswer - For each question answered.
YFSubmit - When the form is submitted.
5 - Creating Custom Events
You can also create a custom event and define a condition for it to be sent to Facebook:
Event Name: Enter the custom event name in the corresponding box.
Condition to Execute the Event: Enter the formula or expression for the event to be triggered. This link contains all the details on how to create conditional expressions.
Case-Insensitive Custom Event: Check this option if you want the event execution to be case-insensitive in the previous expression.
6 - Verifying Domain for Quality Improvement (Optional)
Copy your form's subdomain from Yay! Forms, as shown below:
Then, create a new domain in Facebook Business Manager:
Add the previously copied Yay! Forms domain:
Copy the domain meta tag as shown below:
Finally, paste it into your integration and click Verify on Facebook.
7 - Event Scoring and Advanced Data
You can check the "Advanced Matching" option, allowing our AI to collect compatible response data such as name, email, age, gender, location, etc., and send this information to Facebook to increase event scoring.
8 - Sending Events with Incomplete Forms
If you want an event to be triggered even if the user does not complete the form (provided the configured condition is met), enable the Send incomplete responses option.
9 - Final Guidelines
- Events need to be manually approved on Facebook before they can be used in campaigns.
- If your ad account and Pixel are in different Business accounts, share the assets.
- In the ad set, select the desired conversion event (after approval).
- Always test your configurations before launching an official campaign.
We hope you enjoy the new integration
If you have any questions or suggestions, email us at help@yayforms.com.
Updated on: 03/04/2025
Thank you!