Setup Guide

Welcome to Conversale Setup Guide

This comprehensive guide will walk you through setting up your complete e-commerce automation system with Facebook integration.

Getting Started: Follow these steps in order to ensure proper setup of your store and automation features.
Product Management

Set up your product catalog with categories and variants

Facebook Integration

Connect your Facebook account for ads and messaging

Analytics & Tracking

Monitor performance with detailed statistics

Automation

Set up automated responses and bot interactions

Setup Process Overview

  1. Create product categories and add your products
  2. Connect your Facebook account for ads management
  3. Configure ad naming structure for tracking
  4. Set up your organization subdomain
  5. Start adding orders and tracking performance
  6. Configure bot settings for automated responses

Step 1: Categories & Products Setup

Before connecting any external services, you need to set up your product catalog. This forms the foundation of your e-commerce system.

1Create Product Categories

Organize your products into logical categories to make navigation easier for customers.

  • Go to your product management dashboard
  • Create categories that represent your product types
  • Use clear, descriptive names for better organization

2Add Your Products

Add detailed product information including images, descriptions, and pricing.

  • Include high-quality product images
  • Write compelling product descriptions
  • Set accurate pricing and inventory levels
  • Configure product variants (size, color, etc.) if applicable
Pro Tip: Each product will get a unique Product ID (PID) that you'll use later for Facebook ad tracking.
Manage Products

Step 2: Facebook Account Connection

Connect your Facebook account to enable ads management and automated messaging features.

1Navigate to Ads Settings

Access the Facebook integration settings from your dashboard.

Go to Ads Settings

2Connect Facebook Account

Click the "Connect Facebook Account" button and authorize the required permissions:

  • ads_management: Manage your Facebook ads
  • pages_read_engagement: Read page interactions
  • pages_messaging: Send and receive messages
  • pages_manage_metadata: Manage page settings

3Select Your Pages

After connecting, select which Facebook pages you want to enable for bot responses.

  • All pages will be visible in the page selection area
  • Toggle the switch to enable/disable specific pages
  • Only enabled pages will respond to customer messages
Security Note: We only request the minimum permissions needed for functionality. Your data remains secure.

Step 3: Facebook Ad Naming Structure

To track which products generate sales from your Facebook ads, you need to follow a specific naming convention.

1Understanding the Naming Structure

Use this format in your Facebook ad names to enable automatic tracking:

pid_[PRODUCT_ID]

Where [PRODUCT_ID] is the unique ID of your product in the system.

2Example Usage

If your product has ID "2", your ad name should include:

pid_2

Full ad name examples:

  • "Summer Sale - pid_2 - Targeting Women 25-35"
  • "pid_2 - Product Launch Campaign"
  • "Holiday Special pid_2 Retargeting"

3Finding Product IDs

You can find product IDs in several places:

  • Product management dashboard
  • Product detail pages (in the URL)
  • Statistics and analytics reports
Tracking Benefits: This naming structure allows automatic attribution of ad spend to specific products in your analytics.

Step 4: Organization & Subdomain Setup

Set up your organization profile and create a custom subdomain for your store.

1Access Organization Setup

Configure your organization details and branding.

Organization Setup

2Configure Organization Details

Fill in your organization information:

  • Organization Name: Your business name
  • Contact Information: Phone, email, address
  • Store Description: Brief description of your business
  • Social Media Links: Connect your social profiles

3Set Up Subdomain

Create a custom subdomain for your store:

  • Choose a memorable subdomain name
  • This will be your store's public URL
  • Example: yourstore.conversale.com
Custom Domains: You can also configure a custom domain if you have one registered.

Step 5: Orders & Tracking

Start processing orders and tracking their performance to see how your ads are converting.

1Adding Orders

You can add orders through two main methods:

  • Product Detail Page: Add orders directly from individual product pages
  • Orders Tracking Dashboard: Bulk order management and tracking

2Order Information Required

When adding orders, include:

  • Customer contact information
  • Product details and quantities
  • Delivery address and preferences
  • Payment status and method

3Order Status Management

Track orders through different stages:

  • Pending: Order received, awaiting processing
  • Confirmed: Order confirmed and being prepared
  • Shipped: Order dispatched for delivery
  • Delivered: Order successfully delivered
  • Cancelled: Order cancelled or returned
Orders Tracking Dashboard

Step 6: Statistics & Analytics

Monitor your performance with detailed analytics including ad spend tracking and ROI calculations.

1Accessing Statistics

View comprehensive analytics in the statistics dashboard.

View Statistics

2Key Metrics Available

Track important business metrics:

  • Total Revenue: Sum of all confirmed orders
  • Ad Spend: Facebook advertising costs (when properly named)
  • ROI (Return on Investment): Revenue vs. ad spend ratio
  • Order Volume: Number of orders by status
  • Product Performance: Best-selling products
  • Time-based Analytics: Performance over different periods

3Ad Spend Tracking

For accurate ad spend tracking:

  • Ensure your Facebook account is connected
  • Use the correct ad naming structure (pid_X)
  • Orders must be added to the system
  • Ad spend data syncs automatically from Facebook
Data Sync: Statistics update automatically as you add orders and Facebook syncs ad spend data.

Step 7: Bot Settings & Automation

Configure automated responses for comments and Messenger interactions to improve customer engagement.

1Accessing Bot Settings

Configure your automation preferences in the bot settings panel.

Bot Settings

2Page Selection for Bot Responses

Choose which Facebook pages should have automated responses:

  • Toggle individual pages on/off for bot responses
  • Only enabled pages will send automated messages
  • You can change these settings anytime

3Response Types

The bot can handle different types of interactions:

  • Comment Responses: Automatic replies to post comments
  • Messenger Replies: Automated responses to direct messages
  • Customer Inquiries: Product information and order status
  • Lead Generation: Capture customer interest and contact details

4Best Practices

For effective bot automation:

  • Keep responses helpful and relevant
  • Monitor bot interactions regularly
  • Adjust settings based on customer feedback
  • Ensure human oversight for complex inquiries
Customer Experience: Well-configured bots can significantly improve response times and customer satisfaction.