Option 1: From Business Settings

Creating/Naming Angler Events Dataset

Navigate to Meta's Business Settings

Under Data sources > Datasets, click the "Add" button

Name the new dataset (recommended name "Angler Events") and leave second option blank.

If you are given the option to connect to the Conversions API with Meta please DO NOT select

Connecting Angler Events to Ad Account

Within Datasets > Angler Events > Click Connect assets

Then, select "Other business assets":

Choose the ad account(s) you will be utilizing, and select Add:

You're all set! Just notify your Angler rep that you have completed the steps.

Option 2: From Events Manager

Creating/Naming Angler Events Dataset

Navigate to Meta's Events Manager

Click the (+) button to Connect Data

Select "Web" data source

Select "Create new dataset"

Name the new dataset (recommended name: "Angler Events"). Please do not fill out the second portion since it is optional.

If you are given the option to connect to the Conversions API with Meta please DO NOT select.

Select "Create" and you are now done! You can now share the new dataset with Angler

How to Connect Meta to Angler AI

Before you start:

• Angler AI login with access to your workspace.
• Facebook login for the account you use to manage your business on Meta, with admin access to your business portfolio.
• The ad account(s) you want Angler to send events and audiences to. Know which one(s) before you begin.

Open Connections

Log in to Angler AI and confirm the correct organization and workspace are selected in the top bar. In the left sidebar, under Build, click Connections. Then click Add destination + on the right.

Choose Meta

In the Add a destination window, select Meta (Facebook Ads Manager). Do not choose Meta (Legacy).

Log in with Facebook

Click Log in with Facebook. A Facebook pop-up opens; allow pop-ups for the Angler site if your browser blocks it. Log in with the Facebook account you use to manage your business.

Select your business assets

In the Facebook window:

• Under Business portfolio, pick the portfolio that owns your ad account.
• Open the Ad Account dropdown and check the ad account(s) Angler should send events and audiences to.

Finish

When Facebook shows that Angler AI has been connected, click Finish. The pop-up closes and you return to Angler.

Confirm and troubleshoot:

Back on the Connections page, Meta should now appear under Destinations. Refresh the page if it doesn't show right away.

• Pop-up didn't open: allow pop-ups for the Angler site and click Log in with Facebook again.
• Your ad account isn't listed: check that you picked the right business portfolio, and that your Facebook user has admin access to that ad account in Meta Business Settings.
• Wrong account connected: you can manage or remove the connection from your Meta business portfolio settings, then repeat these steps.