Value & Currency support for Lead Event with ‘Purchase’ stage in CAPI action

Introducing Value & Currency Support for Lead Event with ‘Purchase’ Stage in CAPI Action

Bosseo CRM is excited to announce a significant enhancement in our automation capabilities, designed to improve the user experience and expand functionality for our clients. We’ve introduced Value & Currency support for Lead Events when the Stage Name is set to “Purchase” inside the CAPI action of our Workflows module. This update not only brings us in line with Meta’s requirements but also ensures parity with Funnel Events, providing a seamless and effective experience for event tracking.

The New Feature: What’s Included

This feature introduces Value and Currency input fields that appear when users select “Event Type: Lead Event” and “Stage Name: Purchase” in the CAPI Action section. These fields are designed to accommodate static and custom fields for Value, and a Currency dropdown defaults to USD, similar to Funnel Event options. The fields are mandatory under the mentioned conditions, ensuring all necessary data is accurately passed to Meta for optimal event tracking【4:8†source】.

How It Works

• The enhancement is applicable to both Integration and Ad Manager radio options within the CAPI Action.
• The backend logic assures proper data handling—if a Purchase stage is selected, both Value and Currency fields are processed as required. If the stage doesn’t match “Purchase”, these fields are disregarded even if present in the payload【4:8†source】.

Why it Matters

Previously, users selecting Lead Event with Stage Name set to “Purchase” faced challenges as there was no straightforward way to pass the required value to Meta, which resulted in potential CAPI errors or failed event deliveries. This update addresses such inconsistencies, enhancing event fidelity and ensuring successful tracking of Purchase events across both Funnel and Lead event types【4:8†source】.

Use Cases Across Various Industries

Home Improvement

In the home improvement sector, businesses can leverage this new feature to track the monetary value of leads at the Purchase stage efficiently. For instance, a contractor can set up the Lead Event to reflect various services or products purchased, thus providing a clear overview and analysis of revenue generated from leads who proceed to purchase services like home renovations or installations. This structured tracking in Bosseo CRM ensures that home improvement businesses can align their operations with financial goals while maintaining compliance with Meta’s guidelines.

Lawyers and Legal Practices

Law firms often have detailed billing and service tracking needs, especially when it comes to client acquisitions and case settlements. With the new CAPI action feature, legal practices can set a Value on leads that convert to paid consultations or case wins. The ability to assign a currency value to Lead Events at the Purchase stage helps legal practices manage their finances precisely and report accurate financial information on conversions, which in turn aids in making informed marketing and operational decisions.

Medical Practices

For medical practices, particularly those involved in elective procedures or subscription healthcare services, this enhancement allows for precise financial tracking of lead to patient conversions. Adding a specified Value and Currency to a lead that has scheduled a procedure or subscribed to a service ensures the practice can monitor revenue generated from such activities effectively. This functionality is invaluable for balancing both routine and special services that require careful financial reporting and compliance.

Overall, Bosseo CRM continues to leverage cutting-edge technology to enhance user experience across different industries, offering valuable tools that provide clarity, compliance, and efficiency in lead management and event tracking.