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Facebook Conversions + White Swan

Send lead events in Facebook Ads with new plan requests in White Swan

If you're using paid ads to drive leads to your business offerings, performance is generally improved by reporting conversions. This Zap helps you with that work by automatically creating lead event in Facebook Ads whenever a new personal plan request is started through your White Swan account. It can be adapted for different advertising platforms, and can also be used for White Swan triggers that cover events further down in the funnel, such as Finished Plan Request, Application for Plan Finished, or New Plan Delivered.

If you're using paid ads to drive leads to your business offerings, performance is generally improved by reporting conversions. This Zap helps you with that work by automatically creating lead event in Facebook Ads whenever a new personal plan request is started through your White Swan account. It can be adapted for different advertising platforms, and can also be used for White Swan triggers that cover events further down in the funnel, such as Finished Plan Request, Application for Plan Finished, or New Plan Delivered.

  1. When this happens...
    White SwanWhite Swan
    New Plan Request Started

    Triggers when someone starts requesting a new personal plan through one of your accounts pages.

    TriggerInstant
  2. automatically do this!
    Facebook ConversionsFacebook Conversions
    Send Lead Event

    Publish lead events to Conversions API

    ActionWrite
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Supported triggers and actions

What does this mean?
  • White Swan triggers, actions, and search

    New Plan Change Request

    Triggers when one of your referred clients submits a change request for a personal plan they've received.

    Trigger
    Instant
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  • White Swan triggers, actions, and search

    New Plan Request Finished

    Triggers when someone finishes requesting a new personal plan through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Personal Plan

    Triggers when one of your clients receive a personal plan.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Request Started

    Triggers when someone starts requesting a new personal plan through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Earnings Event

    Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).

    Trigger
    Instant
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  • White Swan triggers, actions, and search

    Application for Plan Finished

    Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Offered

    Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Delivered

    Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.

    Trigger
    Instant
    Try It
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About Facebook Conversions

Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.

Related categories

  • Ads & Conversion
  • Facebook
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About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

Related categories