Mokanata Docs
Ads & tracking

Send conversions to Meta and TikTok

Connect the Meta and TikTok conversion destinations, choose which CRM events each one receives, and keep their tokens current.

A conversion destination is an ad platform Mokanata reports outcomes back to: when a lead comes in, a form is submitted, a lead qualifies, a payment link is paid or a deal is won, Mokanata sends that event server-side to Meta or TikTok. The platforms use it to optimise your ads for people who actually buy, not just people who start a chat.

Coming soon

Meta and TikTok conversions work now. For Meta, connect with a pasted system user access token and your dataset ID; Continue with Facebook is coming soon, once Mokanata's Meta app is approved; until then the dialog doesn't show it. TikTok connects with a pixel code and an access token. Google Ads conversions are coming soon; see Google Ads.

  • Who can use it: Everyone can see the destinations and the event mapping. Connecting, editing, updating a token, disconnecting and sending test events need Connect ad platforms; pausing and resuming a destination and switching events on or off need Edit conversion events. Owners and admins have both by default. See Roles and permissions.
  • Before you start: For Meta, a dataset in Events Manager, and a system user access token. (Continuing with Facebook, which needs admin access to the business that owns the dataset, is coming soon.) For TikTok, a pixel and an Events API access token.

The Destinations tab

On Ads & conversions, click Destinations. The tab's count (for example "1/3") is how many of the destinations are sending. Each destination has a card with its state, what it does and, once connected, its settings and last-24-hours numbers.

Three destination cards: Meta Connected with its dataset, access token, test event code and 318 events in 24 hours at match quality 8.4 / 10; TikTok Token expired with 37 events waiting and Update token; Google Ads Not connected with Connect Google Ads

DestinationSends throughWhat it doesMatches people on
MetaConversions APISends CRM outcomes back to your dataset, so Meta optimises for qualified leads and purchases, not just chats.Phone and email (SHA-256), the contact's Mokanata ID, and the browser's details for events from a form
TikTokEvents APIReports leads, form submissions and payments to your pixel.The same as Meta
Google AdsEnhanced conversions for leadsComing soon.

A card's state is one of:

StateMeaningMain button
Not connectedNo credentials yet.Connect with the destination's name
ConnectingMokanata is checking the credentials.(busy)
ConnectedEvents are sending.Send test event
PausedSending is on hold; new events wait up to 7 days.Resume
Token expiredThe access token stopped working; events wait up to 7 days.Update token

Mokanata sends each event server-side within minutes of the CRM change, and tries again a few times when the platform doesn't take it. Meta and TikTok take nothing more than 7 days old. Payloads never include message content.

Connect a destination

Open the connect dialog

On the destination's card, click Connect Meta or Connect TikTok.

Fill in the details

  • Dataset ID: from Events Manager → Data sources → your dataset. It's 15 or 16 digits, like 8812 4410 2297 3305.
  • Paste an Access token: a system user token from Events Manager → Settings → Conversions API. Meta tokens start with EAA, and a system user token doesn't expire. Continue with Facebook is coming soon and doesn't show in the dialog yet, so the token is the way to connect.
  • Test event code (optional): saved with the destination for test events.

Click Connect Meta. Events from a form go as website events with the browser's details; the others go as events from your system.

Mokanata stores tokens encrypted and never shows them again; the card shows only the first and last characters.

Check it connected

The dialog closes and the card shows Connecting, then Connected with the details you entered, and a toast confirms it. Mapped events start sending from the next CRM change. Send a test event to check the setup (see Test events and the event log).

Coming soon

Sending conversions to Google Ads (enhanced conversions for leads) isn't available yet. The Google Ads card and its column in the event mapping say it isn't connected, and connecting it says Google Ads isn't available yet.

Choose which events are sent

Event mapping, under the cards, decides which Mokanata CRM events go to which destination, and under which event name. The count at the top says how many combinations are on. Each switch takes effect straight away.

The Event mapping table: Lead created, Lead qualified, Stage changed to Negotiation, Payment link paid and Deal won, each with its value and a switch per destination showing the event name it's sent as

Mokanata eventWhen it happensValue sentMetaTikTok
Lead createdA new contact starts a conversationNo valueLeadSubmitForm
Form submittedSomeone submits a published formNo valueLeadSubmitForm
Lead qualifiedAn agent or a person marks the lead qualifiedA fixed valueQualifiedLeadContact
Stage changed to NegotiationA deal moves into NegotiationDeal valueInitiateCheckoutInitiateCheckout
Payment link paidA customer pays a Mokanata payment linkAmount paidPurchaseCompletePayment
Deal wonA deal moves to Closed wonDeal valuePurchasePlaceAnOrder

Every combination is on by default except Stage changed to Negotiation, which goes only to Meta. A destination that isn't sending shows why in its column header (for example "· token expired" or "· not connected"); its switches still save, ready for when it's connected.

Under the table:

  • Deduplication: every event carries an event_id, like rly_deal_won_8x2k; a form lead uses the same one as the pixel on the form. When the Meta Pixel or the TikTok Pixel sends the same event from the browser, the destination keeps the first one and drops the copy.
  • Match keys sent: what each destination receives to match the event to a person: the contact's email and phone, normalised and hashed with SHA-256 before they leave Mokanata, and the contact's hashed ID as the external ID. A lead from a form also carries the visitor's IP address and browser (user agent). No ad click IDs are sent.

Count leads that ad blockers hide

Installing the Meta Pixel or TikTok Pixel on your forms and links as well (see Tracking tags) sends the same lead from the browser and from Mokanata with one event_id, so it counts once even when an ad blocker stops the pixel.

Pause, edit or resume a destination

Open the ⋯ menu next to a connected destination's Send test event:

The Meta card's menu open with Pause, Edit and Disconnect Meta

  • Pause holds new events for up to 7 days instead of sending them. The card shows Paused and a Resume button; resuming sends the held events, oldest first.
  • Edit opens the same dialog as connecting, titled Edit with the destination's name. Leave Access token empty to keep the current token, then click Save. Editing a paused destination keeps it paused.
  • Disconnect stops sending (see below).

The Meta card Paused, with Resume

The dialog checks each field as you type and won't save until they're valid:

Edit Meta with a short dataset ID ("A dataset ID is 15 or 16 digits") and a token that doesn't start with EAA ("Meta access tokens start with EAA"), and Leave empty to keep the current token

Fix an expired token

When a token stops working, the card shows Token expired with how many events are waiting, and a red notice appears at the top of every Ads & conversions tab.

Open Update token

Click Update token on the card or on the notice. The dialog is titled Update the TikTok token (or the destination you're fixing).

The Update the TikTok token dialog: Pixel code filled in, an empty Access token, Test event code, and Update and resend

Paste the new token

Generate a new token in the platform's events tool, paste it into Access token and click Update and resend. Mokanata sends the events that waited while the token was expired, oldest first, and those that waited show Sent in the event log.

The toast "TikTok Events API connected: Mokanata is sending the events that waited while the token was expired"

Disconnect a destination

Open the destination's ⋯ menu and choose Disconnect with its name, then confirm Disconnect. Mokanata stops sending events and deletes the stored token; events already sent stay in the platform. The toast has Undo.

The Disconnect Meta? confirmation: Mokanata stops sending conversion events to Meta and deletes the stored token

What members and viewers see

Without the permissions, the cards and the event mapping stay readable. Buttons like Send test event, Update token and Connect Meta are disabled and say why when you point at them (for example "Your role, Viewer, can't connect ad platforms"), the ⋯ menu leaves out what you can't do, and the event mapping switches can't be changed.

Troubleshooting

Next steps

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