Guides

Angler Onboarding Steps

Step by step guide to grant Meta partner access to Angler AI

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For Shopify Merchants

Shopify merchants considering Angler's predictive Conversion API (pCAPI) and/or predictive Audience solutions during the risk free trial period, we strongly recommend you A/B test these solutions against your existing setup (or business-as-usual setup without Angler). There are 3-easy onboarding steps for this, and should only take 15 minutes of your time or less, provided you are the admin of your Shopify account and have sufficient access to Meta (destination). We recommend you start testing Angler with Meta by default, and expand from there to other channels.

  • Step 1: Set up a new Meta dataset for isolated testing. We will be sending our predictive events to this new dataset (formerly "pixel") so you can A/B test your current pixel against Angler ;
  • Step 2: Share Meta access with Angler team as a partner. We use this to provide insights & recommendations during the trial; can be removed later without affecting the flow of data;
  • Step 3: Install our free Angler AI Shopify app. This will prompt you to create an account and enable us to push data to Meta on your behalf. In this step, you should select the dataset created in step 1.

Once you complete these 3 steps, both you and us will be notified. Within 24 business hours our onboarding team will reach out to you for next steps.

For Non-Shopify Brands

If you are using BigCommerce, Magento, SalesForce commerce cloud, or a custom (homegrown) commerce platform then we can ingest data directly from your data warehouse, your customer data platform, or your commerce platforms with < 2 hours of dev work on your end. Please refer to the Sending Data to Angler AI section for more details.

  • Step 1: Set up a new Meta dataset for isolated testing. We will be sending our predictive events to this new dataset (formerly "pixel") so you can A/B test your current pixel against Angler
  • Step 2: Share Meta access with Angler team as a partner. We use this to provide insights & recommendations during the trial; can be removed later without affecting the flow of data
  • Step 3: Please contact your Angler AI onboarding specialist for the best option for you to sending data to us. Also please refer to the SENDING DATA TO ANGER AI section of this guide.

Updated 3 months ago