Facebook Lead Forms

Facebook lead forms streamline the process of gathering customer data, making it easier for businesses to engage with potential clients through automated channels like WhatsApp, SMS, and Email. Discover how to set up and optimise these forms to enhance your marketing strategy.

## Overview of Facebook Lead Forms

Facebook lead forms are an excellent tool for collecting user information such as names, phone numbers, and emails. These forms are prefilled for user convenience, simplifying the submission process and initiating your automation seamlessly.

## Setting Up a Lead Form Trigger

• Connect your Facebook pages in the Omni channel

• Create Instant Forms

Watch this video:

Set up automation for instant form leads.

Navigate to Automation -> Facebook Lead Forms.

## Automating SMS, Email & WhatsApp

Explore three essential automation channels: WhatsApp, Email, and SMS. Each offers distinct advantages for engaging with your leads.

### Triggering WhatsApp Template Messages

• Connect WhatsApp to the Omni Channel

• Trigger a Template Message to initiate the conversation

• When adding a new form, select the Default channel to create a new bot user on WhatsApp

Next, choose your subflow to send a WhatsApp template message.

Configure your flow by adding a template message.

### Triggering SMS Messages

Send an SMS action.

For SMS, select the Default channel to create a new bot user on Webchat.

Set up the SMS Bot and ensure your default reply is configured.

### Triggering Email Automation

Configure Email Integration in the Integrations section. You'll have multiple options for the Email Channel.

- For email, select the Default channel to create a new bot user on Webchat.

- Ensure the user has opted in for Email or use the “mark email as opt-in” action.

Steps for Implementation:

• Connect your Facebook pages to the Omni Channel.

• Create instant forms and link them to your Facebook pages.

• Use Facebook List Form settings to automate processes.

• Customize flows to trigger actions based on user interactions.

• Connect with channels such as WhatsApp, SMS, and Email.

• Use advanced integrations like Open AI to enhance automation.

## Finding the Traffic Source for Instant Form Ads

This guide will teach you how to identify the traffic source (campaign name & ad set name) for instant form leads.

• Sample instant form payload: [link]()

• Retrieve campaign name & ad set name for leads: [link]()

Advertisers often face the challenge of connecting the same instant form to multiple campaigns or ad sets.

Upon receiving leads, it is crucial to determine which campaign or ad set they originate from.

## Sample Instant Form Payload

Here is an example of a sample instant form lead payload. Details are as follows:

{ "id": "1091455272135931", "form_id": "6929973650395684", "ad_id": " (tel:)", " field_data": [ ] } The lead_gen ID is 1091455272135931, and the ad_id is (tel:).

In the next step, we'll use the ad_id to gather more information about the campaign.

## Retrieving the Campaign and Ad Set Names for Leads

Navigate to “Action” → “Advanced Action” → Facebook API → “Get Lead Gen” Action.

Enter the ad_id in the lead Gen ID field, then type “id,name,campaign{id,name}” in the optional fields. This will allow you to pull the ad set and campaign names in the response, as shown in the screenshot below.

For additional parameters, refer to the following link to access more traffic source information.