Meta setup and clinic conversion reports

Configure eligible marketing integrations and measure enquiry-to-visit results inside your clinic.

Guide for clients · Rapivexa 1.3.17 · Guide library

Step by step

1. Clinic admin: open Clinic insights → Meta & ad tracking. Reception can open Clinic reports but cannot edit Meta credentials.
2. Open clinic funnel or Campaign results. Select when enquiries were first received and group by source or source and campaign. Each client counts once per milestone, including repeat appointments. Missing campaigns appear as Unattributed; visit outcomes must be recorded by staff.
3. For an eligible independent non-health business integration, enter the Dataset ID, access token, supported Graph API version and event name. Tokens are encrypted; leaving the token blank keeps it. Clinic records are not automatically exported.
4. Copy a Test Events code from the selected Meta dataset, then Send synthetic test. Local previews validate the payload without sending. On configured production hosting, check both the saved API result and Meta Test Events. Only a synthetic email is used.
5. For a reviewed eligible non-health public marketing page, save the Pixel ID and exact HTTPS URL, then download the Pixel script. Install it on that external website and connect its consent controls to rapivexaMetaConsent(true) or rapivexaMetaConsent(false). The script remains inactive until consent and runs only at the saved URL without query parameters.
6. Review Business delivery status for independent supplier/partnership confirmations with explicit sharing consent. Patient contacts remain excluded. Production runtime, cURL, dataset permissions and live Meta acceptance need hosting verification.

Menu names and available actions can vary by specialty, role and plan.

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