Guide

Train your ads with real results

Evolamate sends what happens to your leads to Meta's Conversions API: each stage you move a lead to on the Leads board (new enquiry, contacted, qualified, quote requested, won) and the value of the jobs you win. Meta learns who your real customers are — not just who clicked. Nothing to install on your website, nothing to code. If Facebook is connected with ads, it's already automatic: Evolamate finds the dataset on your ad account. The steps below are for creating a dataset if you don't have one, or sending to a different one.

Honest expectation: straight away you get real results in Ads Manager (which ads led to won jobs, and their value) and audiences you can use — past customers to leave out, qualified leads who didn't buy yet to remind. Meta's "optimise for quality leads" setting needs a lot of volume (Meta asks for around 200 leads a month), so for most small businesses the win is measurement and audiences first; optimisation comes as you grow. Add each lead's mobile or email — that's what Meta matches on.

1. 1

   Open Meta Events Manager — in the right business

   Open business.facebook.com/events_manager2 (there's a button for this on your Channels page too). Check the selector in the top-right corner: it must show the business your ads run under — the same one your ad account lives in. If it shows a personal account or a different business, switch it first.
2. 2

   Already have a Meta pixel? Skip ahead

   If your website already runs a Meta pixel, you don't create anything new — your pixel is a dataset. Open Datasets in the left menu, click your pixel, and jump to step 5.
3. 3

   Create a dataset

   Click Connect data (top of the left menu) → choose Web. When Meta asks how you want to connect, choose "Set up manually" — not a partner, not the Gateway. Name it something like "My Business Leads" and create it.
4. 4

   If you accidentally land on the Gateway screen

   A screen titled "Connect with Conversions API Gateway" offering a free trial with a partner means you took the wrong fork. Press Cancel (bottom-left) — nothing is charged, nothing needs undoing — and go back to step 3.
5. 5

   Copy the Dataset ID

   On your dataset's page, the Dataset ID is the long number right under its name (also shown in the right-hand column). Copy it — it's the first of the two values Evolamate needs.
6. 6

   Generate the access token

   Open the dataset's Settings tab → scroll to the Conversions API section → press Generate access token. Copy the token. Treat it like a password: don't email it, don't screenshot it — it goes into Evolamate and nowhere else, and Evolamate stores it encrypted.
7. 7

   Paste both into Evolamate

   On the Channels page, find "Train your ads with real results" → Use a different dataset. Paste the Dataset ID and the token, press Save. From now on it runs by itself.
8. 8

   See it working

   In Events Manager open your dataset → Test events and copy the test code. Paste it into Test it first on the Channels card and press Send a test event: a "Lead" from Evolamate appears in Test events within a minute. While the code is saved, lead results go to Test events only, so you can move a real lead and watch it arrive. Remove the code when you're happy — real results start, and each lead card on the Leads board says "Sent to Meta".