Sonar

This article outlines how to set up your marketing pixels for Meta + Google and which events will be passed through

- <a href="#h_5f7827fd17">Google Tag</a>
- <a href="#h_84221ea0a4">Meta</a>
- <a href="#h_caecc020d0">Events </a>

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A marketing pixel is a small piece of code embedded on a website that tracks user behavior and activities. Specifically, Facebook and Meta pixels collect data on user interactions, such as page views and conversions, to provide valuable insights for targeted advertising. Businesses use marketing pixels to optimize ad performance, improve audience targeting, and measure the effectiveness of their marketing campaigns.

The following events will pass through to either Meta or Google 

(expand to see a screenshot &amp; how the event is triggered)

Triggered: When a borrower lands on your main landing page 

Triggered: when a user lands on the rate finder page

Triggered: When a user clicks "Search" on the rate finder page

Triggered: When a borrower starts an application by clicking any of the transaction types 

Triggered: When borrower enters their email and progresses to the next step 

Trigger: When a borrower completes the initial set of questions

Trigger: When a borrower submits an application 

Pricing.SubmitApplication Workflow Complete

You will add the Google "Measurement ID" to your Sonar integrations

How to set up and/or retrieve your Measurement ID

Go to <a href="http://analytics.google.com/" target="_blank" rel="nofollow noopener noreferrer">analytics.google.com</a> and sign in with a Google account

Follow the prompts until the end where you will click `Next`to complete set up 

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2. 
 
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4. Choose WEB
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5. Fill out your website URL <img src="https://downloads.intercomcdn.com/i/o/1128611664/a5525b11194fd391e3193c81/image.png?expires=1746036000&amp;signature=6befd35fee6233fc2fc9a1cd444904262e0976643732c201b7c0f2b013208ddc&amp;req=dSElHs9%2FnIdZXfMW3Hu4gWeIay8%2FM6gNdJui6U1Nz%2FVMtpLSltoDkhx541hv%0A4w%3D%3D%0A" width="400" alt="">

1. Go to <a href="http://analytics.google.com/" target="_blank" rel="nofollow noopener noreferrer">analytics.google.com</a> and sign in with a Google account
2. Click `Create Account`
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3. Follow the prompts until the end where you will click `Next`to complete set up 
 1. 
 
 2. 
 
 3. 
 
 4. Choose WEB
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 5. Fill out your website URL <img src="https://downloads.intercomcdn.com/i/o/1128611664/a5525b11194fd391e3193c81/image.png?expires=1746036000&amp;signature=6befd35fee6233fc2fc9a1cd444904262e0976643732c201b7c0f2b013208ddc&amp;req=dSElHs9%2FnIdZXfMW3Hu4gWeIay8%2FM6gNdJui6U1Nz%2FVMtpLSltoDkhx541hv%0A4w%3D%3D%0A" width="400" alt="">
4. Finally, copy the Measurement ID 
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<a href="https://support.google.com/analytics/answer/9234069?sjid=12712518948664795713-NA" target="_blank" rel="nofollow noopener noreferrer">Automatically Connected Events</a>

<a href="https://support.google.com/analytics/answer/9304153#add-tag&amp;zippy=%2Cadd-the-google-tag-directly-to-your-web-pages%2Cfind-your-g--id-for-any-platform-that-accepts-a-g--id" target="_blank" rel="nofollow noopener noreferrer">Setting up data collection </a>

- <a href="https://support.google.com/analytics/answer/9234069?sjid=12712518948664795713-NA" target="_blank" rel="nofollow noopener noreferrer">Automatically Connected Events</a>
- <a href="https://support.google.com/analytics/answer/9304153#add-tag&amp;zippy=%2Cadd-the-google-tag-directly-to-your-web-pages%2Cfind-your-g--id-for-any-platform-that-accepts-a-g--id" target="_blank" rel="nofollow noopener noreferrer">Setting up data collection </a>

The below steps outline how to create a Meta Pixel ID, and input the ID into Sonar.

Sign in to your Facebook business account

Select <code>All Tools</code> then `Event Manager`

From Events Manager, Select ‘Connect Data Sources’ 

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2. Select `Web` 
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3. "Connect Manually"&gt; `Meta Pixel Only`
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4. Select `See Instructions`
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5. Continue clicking through the steps within `Set up new pixel` until you've reached the end
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From the "Pixel Overview" navigate to the `Settings` tab, from here you will want to copy the `Dataset ID`. This ID is what you will input into Sonar

1. Sign in to your Facebook business account
2. Select <code>All Tools</code> then `Event Manager`
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 2. 
3. From Events Manager, Select ‘Connect Data Sources’ 
 1. 
 2. Select `Web` 
 1. 
 3. "Connect Manually"&gt; `Meta Pixel Only`
 1. 
 4. Select `See Instructions`
 1. 
 5. Continue clicking through the steps within `Set up new pixel` until you've reached the end
 1. 
4. From the "Pixel Overview" navigate to the `Settings` tab, from here you will want to copy the `Dataset ID`. This ID is what you will input into Sonar
 1.

Copy the <code>Dataset ID</code> and paste it into your integration modal within Sonar

1. Copy the <code>Dataset ID</code> and paste it into your integration modal within Sonar
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 Click "Test" --&gt; Save

Once your connection is set up &amp; activated, you should see your events start to flow into your dashboard. In your dashboard, you will see a red triangle. Please approve these custom events.

Click on the red triangle in the ‘Status’ column and you will see a popup appear. Click `Review`

Finally, select `Confirm the custom event`

1. Click on the red triangle in the ‘Status’ column and you will see a popup appear. Click `Review`
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2. Click `I Acknowledge`
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3. Finally, select `Confirm the custom event`
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Setting Up Marketing Pixels (Meta & Google)

What is a marketing pixel?

Events that will be triggered

Viewed Home

Viewed Rate Finder

Search Rates

Get Started

Onboarding.email Submit

Onboarding.Complete

Pricing.SubmitApplication Workflow Complete

Google Tag

How to set up and/or retrieve your Measurement ID

Meta

How to set up your Meta Pixel ID

Confirming your events