Lead Generation & Automation

Meta Pixel Install Guide

Per-brand pixels, lead events, custom conversions, and retargeting audiences — set up cleanly.

Outdoor Vibes — azpalmtreelights.com & trimlightphoenix.com

Date: 2026-05-04 Scope: Basic pixel install, lead event tracking, custom conversions, retargeting audiences Prerequisites: Meta Business Manager and Ad Account already live under Outdoor Vibes

Step 1 — Find or Create the Pixel in Events Manager

Go to business.facebook.com and log in as Jack (or as Andrew with access).
In the left nav, go to All Tools > Events Manager.
In the top-left dropdown, confirm you're in the Outdoor Vibes Business Account.
Click Connect Data Sources > Web.
Select Meta Pixel and click Connect.
Name the pixel — use separate pixels per brand:
- Trimlight Phoenix - Web
- AZ Palm Tree Lights - Web
Enter the site URL when prompted.
Copy the Pixel ID (a 15–16 digit number) — you'll need it for installation.

Important: Keep these two pixels completely separate. Do not share pixel data between brands.

Step 2 — Install on WordPress

Option A — Plugin Method (Recommended, Fastest)

Log in to the WordPress admin panel (yoursite.com/wp-admin).
Go to Plugins > Add New.
Search for "PixelYourSite" (most reliable free option) or "Meta Pixel" (official Meta plugin).
- PixelYourSite is preferred — cleaner event tracking, WooCommerce support if needed later.
Install and activate.
Go to the plugin settings (left nav: PixelYourSite or Meta).
Paste your Pixel ID into the field.
Enable these standard events:
- PageView — on by default, confirm it's checked
- ViewContent — enable for all pages
Save settings.
For Lead events — see Step 4 below.

Option B — Manual Method (If No Plugin Access or Plugin Conflicts)

In Events Manager, after creating the pixel, choose "Install code manually".
Copy the full base pixel code (the <script> block with fbq('init', 'PIXEL_ID') and fbq('track', 'PageView')).
In WordPress admin, go to Appearance > Theme Editor (or use a header/footer plugin like Insert Headers and Footers).
Paste the pixel code into the <head> section — just before </head>.
- Using Insert Headers and Footers: paste into the "Scripts in Header" box.
Save.
To fire a ViewContent event on key pages, add this after the base pixel code on those pages:
```
<script>
  fbq('track', 'ViewContent');
</script>
```

Step 3 — Install on Squarespace

Log in to Squarespace admin.
Go to Settings > Advanced > Code Injection.
In the Header field, paste the full Meta Pixel base code (same code from Step 2B above).
Click Save.

For Lead event on Squarespace forms:

Go to the specific form block in the page editor.
Click the form > Edit > Post-Submit.
Squarespace doesn't natively fire Meta events on form submit, so use a workaround:
- In Code Injection > Footer, add:
```
<script>
  document.addEventListener('DOMContentLoaded', function() {
    var forms = document.querySelectorAll('form');
    forms.forEach(function(form) {
      form.addEventListener('submit', function() {
        fbq('track', 'Lead');
      });
    });
  });
</script>
```
- This fires a Lead event on any form submission sitewide.
- If you want it only on the quote form, inspect the form's HTML to find a unique class or ID and target that specifically.

Step 4 — Track Lead Events on WordPress

If Using PixelYourSite Plugin

In PixelYourSite settings, go to Contact Form 7 / WPForms / Gravity Forms tab (whichever form plugin is in use).
Enable Lead event on form submission.
Map the form to the pixel and save.

Manual Method for WordPress Forms

Add this to your theme's footer or via Insert Headers and Footers > Footer:

<script>
  document.addEventListener('DOMContentLoaded', function() {
    var forms = document.querySelectorAll('form.wpcf7-form, form.gform_form');
    // Adjust selector to match your form plugin's class
    forms.forEach(function(form) {
      form.addEventListener('submit', function() {
        fbq('track', 'Lead');
      });
    });
  });
</script>

Phone Call Click Tracking

Add this to fire a Lead (or custom) event when someone clicks a tel: link:

<script>
  document.addEventListener('DOMContentLoaded', function() {
    var phoneLinks = document.querySelectorAll('a[href^="tel:"]');
    phoneLinks.forEach(function(link) {
      link.addEventListener('click', function() {
        fbq('trackCustom', 'PhoneCallClick');
      });
    });
  });
</script>

Step 5 — Verify the Pixel is Firing

Install the Meta Pixel Helper Chrome extension: chrome.google.com/webstore
Visit the live site.
Click the Pixel Helper icon in Chrome — it should show:
- Pixel ID (matches what you set up)
- PageView event fired — green checkmark
Submit a test form — Pixel Helper should show a Lead event.
Click a phone number link — should show PhoneCallClick custom event.

Also verify in Events Manager:

Go to Events Manager > your pixel.
Under Test Events tab, enter your site URL and click Open Website.
Perform actions (load page, submit form, click phone) — events appear in real time on the right.

Step 6 — Set Up Custom Conversions

Custom Conversions let you assign value and track specific funnel actions in ad reporting.

In Events Manager, click Custom Conversions in the left nav.
Click Create Custom Conversion.

Conversion 1: Free Quote Request

Name: Free Quote Request
Data Source: your pixel
Rule: Event = Lead
- Optional: add URL condition — "URL contains /thank-you" or /quote-confirmation if there's a confirmation page. This is more reliable than form submit alone.
Category: Lead
Value: leave blank or assign a value (e.g., $150 as estimated lead value)
Save.

Conversion 2: Phone Call Click

Name: Phone Call Click
Data Source: your pixel
Rule: Event = PhoneCallClick (custom event from Step 4)
Category: Other
Save.

After saving, both conversions will show as "Unverified" until they receive real traffic. They activate automatically once fired.

Step 7 — Create Custom Audiences for Retargeting

Go to Ads Manager > Audiences (or via Business Manager > Audiences).
Click Create Audience > Custom Audience > Website.

Audience 1: Website Visitors (30 days)

Pixel: select the brand pixel
Events: All website visitors
Retention: 30 days
Name: [Brand] - All Visitors 30d
Save.

Audience 2: Lead Form Visitors (30 days)

Pixel: select the brand pixel
Events: Lead
Retention: 30 days
Name: [Brand] - Form Submitters 30d
Save.

Audience 3: High-Intent Visitors (ViewContent, 14 days)

Pixel: select the brand pixel
Events: ViewContent
Retention: 14 days
Name: [Brand] - High Intent 14d
Save.

Audience 4: Instagram / Facebook Page Engagers (14 days)

Create Audience > Custom Audience > Instagram Account or Facebook Page.
Select: "Everyone who engaged with your business"
Retention: 14 days
Name: [Brand] - IG Engagers 14d

Audiences need ~100+ people to activate for ad delivery. They populate automatically as the pixel fires — check back after 48–72 hours of live traffic.

Step 8 — iOS 14+ Reliability Notes (Future: Server-Side via GTM)

The basic pixel installed above handles most traffic. For iOS 14+ (where browser-side tracking is degraded by Apple's tracking restrictions), the next step is Conversions API via Google Tag Manager server-side container. This is a separate sprint — flag when Meta ads are live and spending enough to warrant the setup complexity.

Priority order:

Basic pixel install (this guide) — do now
Verify events firing in Pixel Helper + Events Manager
Set up Custom Conversions + Audiences
Add Conversions API / server-side GTM — when monthly ad spend hits ~$1,000+/mo

Testing Checklist

Before calling this done, run through every item:

Pixel ID installed on azpalmtreelights.com
Pixel ID installed on trimlightphoenix.com
Pixel Helper shows PageView on homepage — both sites
Pixel Helper shows Lead on form submission — both sites
Pixel Helper shows PhoneCallClick on phone number tap/click — both sites
Events Manager > Test Events confirms events in real time
Custom Conversion "Free Quote Request" created and shows "Active"
Custom Conversion "Phone Call Click" created and shows "Active"
Audience "All Visitors 30d" created for each brand pixel
Audience "Form Submitters 30d" created for each brand pixel
Audience "High Intent 14d" created for each brand pixel
Audience "IG Engagers 14d" created for each brand
Confirm pixels are NOT cross-firing between brands (check Pixel Helper on each site shows only the correct Pixel ID)

Quick Reference — Key URLs

Resource	URL
Events Manager	business.facebook.com/events_manager
Audiences	business.facebook.com/audiences
Pixel Helper Extension	Chrome Web Store — "Meta Pixel Helper"
PixelYourSite Plugin	wordpress.org/plugins/pixelyoursite
Insert Headers & Footers Plugin	wordpress.org/plugins/insert-headers-and-footers

Part of your Outdoor Vibes asset library — yours to keep and run.

— Andrew