Advertising integration
Meta Ads Integration
Octavise is an analytics dashboard platform built for healthcare practices. It connects your practice management system and advertising platforms, including Meta Ads, into a single view, so business owners can understand their performance and make better decisions without switching between systems.
About this integration
Octavise connects to Meta using the Meta Marketing API so authorised customers can view advertising performance alongside their practice management data in one dashboard. Where a customer also connects a Facebook Page, Octavise receives that Page's lead form submissions so the dashboard can report which advertising produces actual appointments.
Data retrieved
- Campaign, ad set, and ad performance
- Spend
- Impressions
- Clicks and link clicks
- Cost per click and cost per result
- Conversion actions reported by Meta, including bookings recorded by the customer's own Meta Pixel where available
- Lead form submissions, where the customer connects a Facebook Page (including existing submissions from the preceding 120 days, imported at connect time)
Purpose
- Marketing reporting
- Return-on-ad-spend analysis
- Matching leads to bookings recorded in the customer's practice management system
- Business intelligence and performance monitoring
Access and privacy
Octavise uses read-only access to Meta Ads reporting data. Campaigns, ad sets, ads, budgets, and targeting are never created, modified, paused, or deleted by Octavise.
When a customer connects a Facebook Page, Octavise subscribes to that Page's lead notifications and imports the lead submissions Meta still holds from the preceding 120 days, and makes no other change to the Page. Octavise does not post, message, comment, or manage content on any Page.
Octavise requests the pages_manage_ads permission only because Meta requires it to list a Page's lead forms and import existing leads. Octavise never uses it to create, edit, pause, or manage advertising. The pages_manage_metadata permission is used solely to subscribe to the Page's lead notifications. (Production scopes: leads_retrieval, pages_show_list, pages_read_engagement, pages_manage_metadata, pages_manage_ads.)
A lead's contact details are converted at the moment of receipt into one-way SHA-256 fingerprints. Octavise stores the fingerprints, the campaign and ad the lead came from, and the submission time; it never stores, displays, or logs a lead's readable email address or phone number. Fingerprints are retained while the customer's account is active, as described in the Privacy Policy.
Octavise does not send any information back to Meta. No booking outcomes, practice management data, or patient information are shared with Meta, and Octavise does not use the Conversions API. Meta data is never shared with other customers, never sold, and never used for advertising, remarketing, or profiling purposes.
For full details on how data is collected, stored, used, and protected, please refer to our Privacy Policy.