Ad tracking and sending purchase event to fb

App Creation, Token Generation And Dataset (WhatsApp + Marketing API)

Goal of this guide that complements the video

Video link:

We’re not creating the App for direct functional use, but rather to:

• Generate a reliable system token

• Plug this token into Datacrazy CRM

• Track leads coming from ads (Tracking #1)

• Send purchase events to the WhatsApp Pixel (Tracking #2)

This token is the foundation of all tracking integration with Meta.

Step 1 – Create the APP

Use cases when creating the App

During the creation of the App, select the following main use cases:

• Create and manage ads with the Marketing API

• Connect with customers through WhatsApp

• Manage everything from your Facebook Page

Additional use cases (mandatory)

After creating the App, also add:

• read_insights
  Path: Manage Pages → click on ADD

• whatsapp_business_manage_events
  Path: Connect on WhatsApp → click on ADD

These use cases are required to unlock permissions that will be used in the token.

Step 2 – Set up the App’s required links

In the App settings menu, enter:

• Privacy Policy URL
  https://datacrazy.io/politica

• Terms of Service URL
  https://datacrazy.io/termos

• User Data Deletion URL
  https://datacrazy.io/politica

After filling it out:

Click on Save
Then on Publish
App status: OK / Active

Step 3 – Create System User

1. Access System Users

2. Create a user with:

   • Type: ADMIN

   • Name: Tracking

Assign the App to the user

1. Select the user you created

2. Click on the three dots (…)

3. Choose Assign assets

4. Select APP

5. Assign the App created previously with:

   • Permission: Full control

Step 4 – Generate System Token

1. With the user Tracking selected

2. Click on Generate Token

3. Select the created App

4. Set the expiration: NEVER

Required permissions on the token

Check the following permissions:

• ads_read

• whatsapp_business_management

• whatsapp_business_messaging

• whatsapp_business_manage_events (requires active use case)

• read_insights (requires active use case)

Generate and save the token safely.

Important warning: The token is only shown once at the time it’s generated. If you close the window/modal without saving it, it can’t be viewed again.

If that happens, you’ll need to generate a new token (it doesn’t cause technical issues, it’s just extra work). So, save the token immediately in a safe place.

Step 5 – Identify the WABA ID

The WABA ID is the ID of your WhatsApp Business account and will be used in API calls.

How to find the WABA ID

1. Go to Connections in the Datacrazy CRM

2. Click on your WhatsApp connection

3. Go to Manage / Update connection

4. Find the field WhatsApp Business ID (WABA ID)

Image #1 – WABA ID location
The image below highlights exactly where the WABA ID can be found on the connection setup screen.

This is the value that must be used in the API calls in the next steps.

Image #1

Step 6 – Query or create Dataset via API

For this step, we’ll use ReqBin to test the API:

https://reqbin.com/

Endpoint

https://graph.facebook.com/v16.0/_WABA_ID_/dataset?access_token=_SEU_TOKEN_

Replace:

• _WABA_ID_ with the WABA ID of your account

• _SEU_TOKEN_ with the token generated in the previous step

Step 6.1 – Query Dataset (GET)

• Method: GET

• URL: endpoint above

Expected result

• If it returns data → dataset already exists

• If it returns empty → you'll need to create it

Step 6.2 – Create Dataset (POST)

If the GET doesn’t return any dataset:

• Method: POST

• URL: same endpoint

• Headers:

Content-Type: application/json

The request body can vary depending on the API. If it’s required, follow the pattern shown in the video/tutorial.

Expected result

• Status 200 or 201 → Dataset created successfully
  
  Image #2

  

Step 7 – Finalization

After finishing all the steps:

App created and published
System user configured
Token generated with correct permissions
Dataset created or validated

Final notes

• Always follow the order of the steps

• Permissions only show up in the token if the use case is active

• Use the support video to validate specific payload details

Follow the steps in the video as indicated.

Flows used:

Tracking #1 – Lead tracking

Responsible for receiving leads and saving the ad information that originated the click.

This flow uses the token generated by the App to:

• Identify the lead source (campaign, ad set, ad)

• Associate the lead with the correct ad

Persist this data in the Datacrazy CRM

Flow link #1:
https://drive.google.com/file/d/1-ZomxV6V44HQly1Rmk4CHM1_aoVGoOSl/view?usp=drive_link,

Tracking #2 – Sending Purchase Event (WhatsApp Pixel)

Responsible for sending purchase (won) events to the WhatsApp Business Pixel.

This flow allows you to:

• Report conversions to Meta

• Improve ad optimization and learning

• Close the tracking loop between ad → lead → purchase

Flow link #2:

https://drive.google.com/file/d/1GxH3Cbzrh7mhkiXY_CTNZCoEN4bejsSS/view?usp=drive_link