You can automatically import leads collected from Facebook Lead Ads forms into Lead Gen & CRM. 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 Lead Gen & CRM.
Article Contents
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
Settings| Administrators | ✓ | |
| Company Managers | ✓ | |
| Marketing Managers | ✓ | |
| Sales Managers | ||
| Salespersons | ||
| Jr. Salespersons |
Connecting to Facebook Lead Ads
In order to pull in Facebook Lead Ads information, you will need to connect your Lead Gen & CRM instance with your Facebook Lead Ads account.
To connect to Facebook Lead Ads, do the following:
|
||
| Refer to Facebook's external help documentation for more information on Facebook Lead Ads. | ||
Disconnecting from Facebook Lead Ads
If you find that you no longer need the Facebook Lead Ads connection, you can disconnect it from Lead Gen & CRM.
To disconnect Lead Gen & CRM from Facebook Lead Ads, do the following:
|
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.
Click to enlarge. The displayed information is as follows: |
||
| 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
|
Connected forms will need test data. This is done through Facebook's developer tools. To create test data for a page form, do the following:
Once lead data has been created, it will take up to ten minutes for the new form information to display in Lead Gen & CRM. |
Note: To remove previously created lead data, click Delete Lead.
|
|
|
Note: Clicking Create Lead only sends the form's email field. Clicking Preview Form sends all of the form's fields, which provides better results when mapping form data in Lead Gen & CRM.
|
||
Mapping Form Data
|
Once your lead data has been created and your related Facebook forms have populated in Lead Gen & CRM, you can begin mapping form data. To map Facebook form fields to Lead Gen & CRM form fields, do the following:
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.
For more information on mapping forms, refer to Connecting and Mapping Native and Third-Party Forms. |
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  For more information on form submission data and details, refer to Forms Overview. |
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:
For more information on the Life of the Lead, refer to Life of the Lead Icons and Overview. |
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:
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 Lead Gen & CRM, 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, Lead Gen & CRM 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.
Refer to Creating Campaigns for more information on campaigns in Lead Gen & CRM. |
Troubleshooting Connection Errors
If you're having trouble connecting Facebook Lead Ads to the Lead Gen & CRM platform, complete the following steps:
Disconnect and reconnect FaceBook Leads Ads
Remove the Facebook Leads Ads integration from Lead Gen & CRM and reconnect it.
- Click Settings in the left toolbar.
- Under Third-Party Settings in the left panel, click Facebook Lead Ads.
- Hover over the
Account Status circle.
- Click Disconnect.
- Click Disconnect in the modal window that appears.
- Refresh the page and click Connect Account to start the connection process over again.
Check Permission settings and make sure they are all enabled
If disconnecting and reconnecting the account does not resolve the problem, log into your Facebook account and make sure all of your permission settings for the connection are enabled.
- From your personal Facebook page, click on your avatar in the top right corner of the page.
- Click Settings & Privacy from the drop-down menu.
Click to enlarge.
- Click Settings.
Click to enlarge.
- On the left side of the screen, under Settings, click Business Integrations.
- Click View & Edit next to the Constant Contact Lead Ads integration.
Click to enlarge.
- Scroll and make sure each of the permissions are enabled.
- Click Save.
Click to enlarge.