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Connecting Facebook Lead Ads with SharpSpring

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Cris Echeguren
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You can automatically import leads collected from Facebook Lead Ads forms into SharpSpring. This will allow these leads to be treated like leads collected from SharpSpring forms or Native forms.

Additionally, these leads will show their form submission on the Life of the Lead. They can also be added to a campaign, making them more accessible for automation and lead scoring. 

This article will detail how to use Facebook Lead Ads with SharpSpring.


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Connecting to Facebook Lead Ads

In order to pull in Facebook Lead Ads information, you will need to connect your SharpSpring instance with your Facebook Lead Ads account. 

To connect to Facebook Lead Ads, do the following:

  1. In SharpSpring's top toolbar, click
    12user.png  User Settings > Settings.
  2. Click Facebook Lead Ads in the left panel, under Third-Party Settings.
  3. Click Connect Account.
  4. Click Connect to Facebook.
  5. Click Continue as.
  6. Click OK.
  7. Set page toggles to On or Off.
  8. Click Next.
  9. Click Done.
   Click to enlarge.
For more information on Facebook Lead Ads, refer to Facebook's external help documentation.
     


Disconnecting from Facebook Lead Ads

If you find that you no longer need the Facebook Lead Ads connection, you can disconnect it from SharpSpring.

To disconnect SharpSpring from Facebook Lead Ads, do the following:

  1. In SharpSpring's top toolbar, click
    12user.png  User Settings > Settings.
  2. Click Facebook Lead Ads in the left panel, under Third-Party Settings.
  3. Hover over the  StatusGreen.png  Account Status circle.
  4. Click Disconnect.
  5. Click Disconnect in the modal window that appears.
   Click to enlarge.


Understanding Connected Accounts

The Facebook Lead Ads page, when connected to your Facebook account, will display certain information about your connected account and monitored forms.

The displayed information is as follows:

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  Information   Description  
 

Facebook profile

   Your Facebook proflie's registered name and email address.


 

Page listing

   The name of the listed page.

 
 

Listing description

   The displayed description of the listed page. Only available if the listed page has a description in Facebook.


 

Associated forms

   All forms associated with the listed page.  
 

Form count

   The number of associated forms that have data or are available for mapping.

 
 

Error messages

   Any known issues with the form, such as incomplete mapping.  

 


Creating Form Test Data

To create test data for a page form, do the following:

  1. In SharpSpring's top toolbar, click
    12user.png  User Settings > Settings.
  2. Click Facebook Lead Ads in the left panel, under Third-Party Settings.
  3. Click Facebook Lead Ads Testing Tool under the desired page.
  4. Ensure that the correct page is displayed in the Page drop-down menu.
  5. Select the desired form from the Form drop-down menu.
  6. Click Create Lead.

Once lead data has been created, it will take up to ten minutes for the new form information to display in SharpSpring.

   Click to enlarge.
   
 
Note: To remove previously created lead data, click Delete Lead.
   
 
Note: To preview how your form will appear, click Preview form.
     


Mapping Form Data

Once your lead data has been created and your related Facebook forms have populated in SharpSpring, you can begin mapping form data.

To map Facebook form fields to SharpSpring form fields, do the following:

  1. In SharpSpring's top toolbar, click
    12user.png  User Settings > Settings.
  2. Click Facebook Lead Ads in the left panel, under Third-Party Settings.
  3. Click  12more.png  Options > Field Mappings in the desired form row.
  4. Select the appropriate field from the Assigned Field Name drop-down menu.
  5. Repeat as necessary for each field.
  6. Click Save Mappings.

For more information on mapping forms, refer to Connecting and Mapping Native and Third-Party Forms.

   Click to enlarge.
   
 
Note: When selecting a field, ensure that it is as close to a match as possible to the field in the Field Name we received column.
   
 
Important: Some, but not all, of the Facebook field names will automatically map. Be sure to map every field, and review those fields already mapped. 
     


Form Submission Information

As with your other native and third-party forms, Facebook Lead Ad forms will appear in the Form Submissions page. 

Facebook forms will be listed as  facebook2.png  Facebook in the Form Type column.

For more information on form submission data and details, refer to Forms Overview.

   Click to enlarge.
     


Life of the Lead Information

Facebook form fills will appear in a lead's Life of the Lead in their respective contact record.

The Life of the Lead will display the following information for Facebook Lead Ads entries:

  • The date of submission
  • The associated campaign name
  • The ad set name
  • All form fields and values

For more information on the Life of the Lead, refer to Life of the Lead Icons and Overview.

   Click to enlarge.
     


Activity Feed Entries

New Facebook lead contacts and form fills will appear in your Activity Feed. As with other Activity Feed entries, the Facebook entries will detail the following:

  • The lead's name
  • The lead's status
  • The lead's current lead score
  • What content the lead interacted with
  • Links to the content
  • The date of interaction
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For Facebook entries, be aware of the following:

For more information on the Activity Feed, refer to Activity Feed Overview.
     


Facebook Lead Ads and Campaigns

Once you have connected Facebook Lead Ads to SharpSpring, your instance will create a new campaign for each new Facebook campaign. When a Facebook form collects a lead, Facebook creates a campaign that is associated with the Ad that has the form.

When connected, SharpSpring will automatically create a matching campaign and assign the lead to that campaign. More than that, a special tag is added to the campaign. This ties your Facebook campaigns together, helping to ensure that your various Facebook form leads are linked.

For more information on campaigns in SharpSpring, refer to Creating Campaigns.

   Click to enlarge.

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