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How do I leverage my Facebook custom conversions in Automate?
How do I leverage my Facebook custom conversions in Automate?
Learn how you can optimize your Facebook accounts with Automate
Andrew Villanueva avatar
Written by Andrew Villanueva
Updated over a week ago

Congrats! You have Facebook custom conversions. In this article, we'll cover how to quickly leverage your custom conversions in Automate today and maximize your success.

Automate allows you to optimize and take automated action on your campaigns using existing Facebook custom conversions, as well as leverage the KPIs that you've already deemed most important. With Alerts, you can choose to be notified when an action has taken place, or we can run the entire task on your behalf with Rules.

The result? Less time in front of your computer doing tedious tasks and more time to work on the overall strategy of your account.  It's easy to use and you have full control of its execution.

Below, we'll go through the steps on how to leverage Facebook custom conversion in Automate.

How do I set up Alerts with my Facebook custom conversions?

Use case: You have just launched 10 new ad sets to capture new promising leads. You want to know, as soon as possible, when any of these ad sets achieve 50 conversions so you can go analyze your data and make further adjustments.

Alert example: Alert me when my custom Lead conversions exceeds 50 for my new lead ad set

Step 1: Head over to Automate and select Alerts
Step 2:
Choose what entity you want to set Alerts on...campaigns, ad groups/sets, or ads. (ex: ad set level)
Step 3: Under networks, select the Facebook account (or select ad sets) with custom conversions. (Note - Facebook Direct is not eligible)
Step 4: Find your custom conversion in the search box. Select the metric and hit Save. (ex: AdStage Lead)
Step 5:
Schedule your Alert. (ex: everyday @ 7am)
Step 6:
Give your Alert a name and add any additional members from your team to receive notifications.

Great! Now that your Alert is set you will be well informed about your Ad Sets. Now let's really go for it and change that Alert into a powerful, fully-automated Rule. 

Alert to Rules: Transforming an Alert into a fully-automated Rule with my Facebook custom conversions

Use case:
{continued from above} Now that you have an Alert set to tell you when you have reached (or exceeded) 50 conversions for any ad set, you can turn your Alert into a Rule* to capitalize on your success. Make an Alert to Rule to now increase their budgets by 15% (but not exceed $500) and with ad sets 3% CTR. Maximizing the effectiveness of your lead-generating ad sets.

*We'll show you below how to quickly turn an existing Alert into a Rule with our "Convert to Rule" functionality.

Alert to Rule example: When an ad set exceeds 50 custom Lead conversions, increase their budget by 15%, but not exceed $500 daily budget. Also, include a 3% CTR.

Step 1: Click into the Alert task type in Automate, and find your previously made Alert
Step 2:
Select your Alert and on toolbar dropdown, click "Convert to Rule" (you'll be then taken to the Rule section of Automate)
Step 3:
(Now in Rules "Then" panel) Choose the action that you would like to take place. (ex: increase ad set budget) 

  • Note - Some actions may be unavailable due to certain entities selected.

Step 4: Schedule your Rule. (ex: weekly Friday @ 7am)
Step 5:
Add any additional members of your team to the Rule and Select a Notification. (ex: run & email results) 

  • Learn more about all the types of notifications you can receive in Automate. Read this FAQ.

You've turned an Alert into a Rule and are now optimizing your account in full automation. Congratulations! Review your Alert and Rule logs every time they fire and feel free to download them for your records. 

For more inspiration check out our pre-built Automate templates. Start a new task quickly while having full control of its actions.

Need more Facebook Custom Conversions Help? Visit our other FAQs:

Have any questions about this article? Reach out to Customer Success at

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