Creating Facebook Lead Forms is a key part of generating leads through Facebook ads. Follow the steps below to set up your lead generation campaigns and keep data in sync between Facebook and your CRM.

Creating a New Facebook Lead Form in Ad Manager

Start by creating a new Facebook Ad campaign in Ad Manager, or select an existing one 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'll need to complete the following sections:

  1. Form Name: Enter a name for your form.
  2. Select the Form Type: Choose between two options: More Volume, which is optimised for capturing more leads, and Higher Intent, which adds a review step where users confirm their information before submitting.

3. Add Greetings: This section lets you explain to users why they should fill in the form and what they need to know. You can add a headline (required) and a description in either paragraph or list format.

4. Add Questions: You can include descriptions and choose the type of information you want to collect, which helps you assess contact quality. For custom questions, you can write short descriptions and multiple-choice questions to gather more relevant information.

To integrate the custom fields created in your CRM, select the appropriate fields from the "Choose the type of information you need" dropdown during the lead form creation and field mapping process.

5. Form Fields Mapping: Set up form field mapping to sync submitted data with contact fields in your CRM. This ensures the information maps correctly to the contact record and flows through without issues.

6. Add Privacy Policy: Include a link to your business's privacy policy. You can also use the NotLuck CRM privacy policy by linking to this page.

7. Add a Thank You Message: Customise the message users see after submitting the form. You can include a headline, description, and call-to-action options, such as directing them to a website or encouraging them to call you directly.

Save the Form

Once you're done, save your form so it's ready to use in your Lead Generation ad campaign.

Following these steps, you can create Facebook Lead Forms in Ad Manager and make it straightforward to capture, manage, and engage with your leads.