Setup checklist

Meta ROAS on your site: the setup, step by step

For the brand judged on ROAS: the tag or app, the feed, recommendations on every page, server-side events counted once, value-based audiences, and the numbers in your own ad account.

  • What to prepare before day one
  • What goes live, in order
  • What to measure in week one and week four

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Before day one

What to prepare

1

The tag or the app

One tag and your product feed, or the app on WooCommerce or Shopify. Stock, prices and images as they are now.

2

Read access to the ad account

Read-only. The agent reads spend and reported purchases to put next to the orders the store records.

3

A baseline in your own orders

Items per order and average order value for the last months, with and without a recommendation touch. This is what the test is read against.

4

One event id per purchase

Server-side purchase events carry the same id as the browser event, so Meta counts each purchase once.

Go-live

What goes live, in order

1

Recommendations on every page

Product page, cart and category pages. The agent decides per visitor what to show next; the visible effect is the second product in the basket.

2

The same agent in the automations

Abandoned-cart and abandoned-browse emails built from the same recommendations, for each customer.

3

Server-side purchase events

Purchases sent from the server with the event id, deduplicated against the pixel. Check match quality in the ad account.

4

Value-based audiences

Audiences built from predicted customer value, synced to Meta, with existing customers kept out of retargeting.

5

Keep a holdout

Part of the visitors see the site without recommendations. A before-and-after test, as the bedding brand ran, is weaker than a holdout.

6

Change nothing in the buying

Same campaigns, creatives and budgets through the test, so the site is the only thing that moved.

Measure

What to look at, and when

WhenWhat to look atWhat good looks like
Week 1Recommendations rendering on every page, purchase events deduplicated, match quality in the ad accountEach purchase counted once by Meta; every page shows picks for the visitor
Week 4Items per order and average order value, orders with a recommendation touch against the holdoutThe direction the bedding brand saw in reverse: orders with a recommended product larger than ad-only orders
Month 3Return on ad spend inside your own ad account against the months before, and the share of orders with a recommended productReturn holds while spend grows, read in your own orders, not only in Meta's report

Common mistakes

Changing creatives and budgets during the test. If three things move at once, nothing can be credited to the site.

Counting purchases twice. A browser event and a server event without one id become two purchases in Meta's report.

Judging on Meta's ROAS alone. Meta counts by its attribution settings; the store's own orders are the reference, with both reports kept.

Switching recommendations off in stages to see what happens. The bedding brand did, and the basket shrank first; a holdout gives the same answer without the loss.

See which of last week's visitors you missed

Thirty minutes, with your store and ad accounts open. Then 30 days free. A holdout group decides: if the agent doesn't add orders in 30 days, you don't pay.

Book 30 minutes
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