Reviewing, mapping, and duplicating Facebook Lead Forms directly from the campaign setup interface improves the management of lead forms in Ad Manager. These features aim to provide an intuitive and seamless approach to handling lead forms while ensuring accurate and complete lead syncing. Follow along as we show you how to use these tools.
How It Works #
Start by creating a new Facebook Ads campaign with the Lead Generation objective in Ad Manager, or select an existing campaign from the list.
Accessing Form Review & Mapping Details #
When setting up a Lead Generation campaign, select the desired lead form from the drop-down. Then, click the pencil/edit icon next to the form name. This action opens a modal where you can:
- Preview the form content to ensure the information is correct.
- Map or update form fields to the appropriate CRM fields to ensure data is correctly synchronized.
- Confirm lead syncing accuracy to guarantee that all necessary data is captured and transferred effectively.
Duplicating a Facebook Lead Form #
From the same modal, you will notice a Duplicate Form button at the bottom left. Clicking this button opens a new view with all fields pre-filled based on the original form. This allows you to quickly create an identical form while maintaining the existing field structure. Once the new form is cloned, you can make any necessary adjustments or edits. After finalizing your changes, click Create Form to save it as a new Lead Form within your campaign setup.
Field Mapping Prompt #
To ensure no data is missed during the syncing process, a prompt appears if the selected form has not yet been mapped. By clicking Map Now, you are directed to the review modal, where you can quickly complete the field mapping process by aligning the form fields with your CRM fields.
By reviewing, mapping, and duplicating forms directly from the campaign setup interface, you can improve data accuracy, ensure seamless lead syncing, and streamline your workflow.
Frequently Asked Questions #
How do I review an existing lead form? #
Select the form from the drop-down during Lead Generation campaign setup, then click the pencil/edit icon next to the form name to open the review modal and preview its content.
How do I map form fields to my CRM? #
In the review modal, map or update each form field to the appropriate CRM field. This ensures submitted data synchronizes correctly to your contact records.
How do I duplicate a lead form? #
In the review modal, click the Duplicate Form button at the bottom left. A new view opens with all fields pre-filled, then click Create Form to save the clone after any edits.
What happens if my form isn’t mapped? #
A prompt appears reminding you to map the form. Click Map Now to open the review modal and complete the field mapping before syncing leads.
Can I edit a duplicated form before saving? #
Yes. After duplicating, you can make any necessary adjustments or edits, then click Create Form to save it as a new lead form.
Why is mapping important? #
Mapping aligns form fields with your CRM fields so that no data is missed and all submitted information is captured and transferred accurately.
