Creating Facebook Lead Forms is an essential step for generating leads effectively through Facebook ads. By following these steps, you can streamline your lead generation campaigns and enhance data synchronization between Facebook and your CRM.

Creating a New Facebook Lead Form in Ad Manager #

Begin by creating a new Facebook Ad campaign in Ad Manager or selecting an existing campaign from the list. Next, select the Lead Generation objective. This enables the option to create or select a Facebook Lead Form.

Create a New Lead Form #

In the form selection dropdown at the ad level, click Create Facebook Form. You will then complete the following sections:

• Form Name: Enter a name for your form.
• Select the Form Type: Choose between two form types: More Volume, optimized for capturing more leads, and Higher Intent, which includes an additional review step where users confirm their information before submitting the form.
• Add Greetings: This step helps communicate to users why they should complete the form and what relevant details they need to know. You can add a headline (required) and a description in either paragraph or list format.
• Add Questions: Include descriptions and choose the type of information you wish to collect, which helps you assess the quality of the contact. For custom questions, you can create short descriptions and multiple-choice questions to collect more relevant information. You can integrate the custom fields created in your CRM by selecting the appropriate fields from the “Choose the type of information you need” dropdown menu.
• Form Fields Mapping: Allow form field mapping to sync the form data with contact fields in your CRM. This ensures the submitted data is mapped correctly to the contact record, enabling seamless data flow.
• Add Privacy Policy: Include a link to your business’s privacy policy. Alternatively, you can use the LeadConnector privacy policy by linking to it.
• Add a Thank You Message: After users submit the form, you can customize the message they receive. You can include a headline, description, and call-to-action options, such as directing them to a website or encouraging them to make a direct call.

Save the Form #

Once completed, save your form to use it in your Lead Generation ad campaign. By following these steps, you can efficiently create Facebook Lead Forms in Ad Manager, enhancing the lead generation workflow and making it easier to capture, manage, and engage with leads.

Frequently Asked Questions #

What objective do I need to create a Facebook Lead Form? #

Select the Lead Generation objective. This enables the option to create or select a Facebook Lead Form at the ad level.

What is the difference between the two form types? #

“More Volume” is optimized for capturing more leads, while “Higher Intent” adds a review step where users confirm their information before submitting, often yielding higher-quality leads.

How does form data sync to my CRM? #

Enable form field mapping during creation. This maps the submitted fields to the correct contact fields in your CRM, ensuring a seamless flow of data into the contact record.

Can I collect custom information in the form? #

Yes. In the Add Questions step, you can add custom short-description and multiple-choice questions, and map them to custom fields created in your CRM.

Do I need my own privacy policy? #

You can link to your business’s privacy policy, or alternatively use the LeadConnector privacy policy by linking to it.

What can I include in the Thank You message? #

You can customize a headline, description, and call-to-action options, such as directing users to a website or encouraging them to make a direct call after submitting.