How to check leads on facebook


Download Your Leads Data from Ads Manager

Download Your Leads Data from Ads Manager | Help Center

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How to Download Your Leads Data from Ads Manager

The leads data that is submitted through your Instant Form can be downloaded via a CSV export from Ads Manager. You can also download your leads from your Facebook Page, through the Faceboook API or access them through an integrated CRM system.

Downloading leads directly from Ads Manager is best for advertisers who created the lead ad from Ads Manager and do not have a CRM system integrated with Facebook.

How to download your leads data from Ads Manager

  1. Go to Ads Manager.
  2. Click on the Ads tab.
  3. Click on the name of the ad for which you wish to download leads data.
  4. In the Results column, click On-Facebook Leads. If there is not a link included in the Results column, make sure you are looking in the Ads tab and not the Campaign or Ad Set tabs.
  5. Click Use Leads Center, Download New Leads or Download by Date Range.
  • Click Use Leads Center if you want to see your leads data on Facebook. This can be a useful option if your organization does not use a CRM system and you need a centralized location to keep track of your leads.
  • Click Download New Leads if you only want to download the new leads you've received since the last time you downloaded your leads.
  • Click Download by Date Range if you want to download all leads you received during a certain time period. After choosing this option, select the preferred date range and click Download.
  • A screen will appear with the lead ad name and total leads count. Click CSV or XLS to download the file in your preferred file type.
  • Note: Lead information is only available on Facebook for 90 days and older leads cannot be downloaded. We recommend you download your leads regularly.

    Tips to troubleshoot your CSV file download

    If you can't access the CSV file:

    • Determine whether your Business Manager admin has customized leads access permissions in Leads Access Manager. If no customization has occurred, only Facebook Page admins can download leads. Other page roles won't be able to download leads. Reach out to your Facebook Page admin for the correct access.
    • Make sure that if your Business Manager admin has customized leads access permissions in Leads Access Manager, you have the proper permissions. Only users assigned access permission can download leads. If Leads Access Manager has been customized, any page role can download leads as long as they have the correct permissions. Reach out to your Business Manager admin for the correct access.

    Note: Business Account roles are gradually changing. Instead of roles, we will describe people’s access or the tasks they perform. For instance, Everything will replace Business admin, Basic will replace Employee, and Apps and integrations will replace Developer. The access itself will remain the same.

    Learn more

    • Download Your Leads Data from Your Facebook Page
    • Information Included When You Download Your Leads Data
    • About Expired Leads

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    How to download leads from Facebook Lead Ads

    Facebook Leads Ads is a low-cost, mobile-friendly ad tool with two main goals: reaching a target audience and increasing sales. It allows you to collect users’ information with a few clicks on different devices. And with 2.93 billion users, Facebook offers immense potential to generate converting leads.

    In order to scale your lead generation strategies and really make the most of them, you can even connect your Facebook Lead Ads with the rest of your marketing stack through LeadsBridge, to transfer lead data automatically & in real time and get in touch with your newly acquired leads right away, before the competition.

    If you’d like to look for a specific integration, you can do so yourself by typing your desired destination below.

    Keep reading to learn more about Facebook Lead Ads and how to download leads from the Facebook Business Suite.

    Table of contents

    The most effective way to handle Facebook leads is by using LeadsBridge’s Facebook Lead Ad Sync. This integration lets you streamline your leads as they come in from the campaign and funnel them directly to your CRM – or any other marketing software – where you can instantly create an appropriate follow-up response.

    Take a look at some of our most popular integrations below.

    However, let’s go through the Facebook Lead Ads basics before discussing automation. First, the number of Facebook users is on the rise.

    Source: Statista

    Over 98% of active Facebook users worldwide access the social network via any kind of mobile phone. In response to these statistics, Facebook designed a system enabling users to click on ads right on their mobile phones when scrolling through the news feed. 

    Source: Statista

    Users click on the ad, are presented with a pre-filled form, and become leads by signing up. As an advertiser, you need to download the leads’ data to follow up. So, how do you download Facebook leads? This guide includes three methods to download leads from Facebook.

    What is Facebook Lead Ads?

    Facebook Leads Ads is a marketing tool you can use to capture the prospects’ details as they respond to the call-to-action inside your ad (subscribing to your newsletters, demo requests, quotes, etc. ).

    When users click on the Lead Ad, they are presented with a form that is pre-populated with their information, pulled from their Facebook profile. After clicking on the ad’s submit button, they are automatically added to your Facebook Lead Ads list.

    A study revealed that an average person spends about two and half hours on social media every day. This includes Facebook, Twitter, Instagram, and LinkedIn. Considering Facebook’s 2.93 billion monthly active users, these numbers highlight a golden opportunity for advertisers to create profitable ad campaigns with Facebook Lead Ads. For more details on Facebook Lead Ads, read our step-by-step guide.

    Here is an example of a Facebook Lead Ad from LeadsBridge.

    Why should you use Facebook Lead Ads?

    Let us talk about the advantages of using Facebook Lead Ads.

    1. Facebook Lead Ads are optimized for mobile

    Facebook Lead Ads are ideal for targeting mobile users. And since 98.5% of Facebook users access it on mobile devices, Facebook’s UI makes it easy to reach your audience. With Facebook Lead Ads, users no longer have to leave the platform to fill out subscription forms on website landing pages. Instead, they can fill out the form right there on Facebook with only a few clicks.

    2. Facebook Lead Ads are cheaper than traditional ads

    Facebook Lead Ads help you save money on advertising. They are cheaper than most digital advertising mediums. In practice, they reduce the cost per lead to less than half of the usual ad spend.

    3. Facebook Lead Ads deliver pre-filled forms

    Facebook Lead Ads tool provides pre-filled forms that enable you to reduce the friction and request users’ info without creating a tiresome experience for them. You can include up to 18 data fields, most of which are pre-populated with the user’s details when they click on a call to action button.  

    This paves the way for users to commit to the subscription process and submit the form. But remember that asking for too much information can make users worry about over-sharing their details. The most effective practice is to keep your forms short and simple.

    4. Facebook Lead Ads allow using different call-to-action buttons

    With Facebook Lead Ads, you can use different call-to-action (CTA) buttons based on the strategy behind your lead generation campaign. Check out some of these CTAs below:

    Call to Action buttonExamples of campaign type
    Sign upDeals, coupons, events, pre-orders, and conferences
    SubscribeNewsletter lists, special offers
    Learn moreInquiry and interest forms of different kinds of incl. education, financial and professional services
    Apply nowContests, financial and professional services.
    Get a quoteFinancial and insurance services
    DownloadA white paper, report, guides or other content marketing collateral

    The right CTAs shorten the path to generating leads and ultimately increase your conversions.

    5. It is easy to connect Facebook Lead Ads with your favorite CRM 

    When running your Facebook Lead Ads campaign, you need to export your leads from Facebook Lead Ads so you can quickly contact them. According to lead lifecycle management best practices, the ideal time to contact your leads following a subscription is below five minutes. LeadsBridge allows you to sync your Facebook Lead Ads with your favorite CRM or autoresponder so that you can instantly funnel your leads.

    Discover more about lead management strategies here. 

    Where do Facebook lead ads go?

    When a Facebook user clicks on your Lead Ads and signs up for your offer, their information is stored on the Facebook page connected to your ads.  Facebook keeps the lead data for 90 days. After that, this data is removed automatically and cannot be downloaded or accessed again.

    Familiarize yourself better with lead data management and orchestration here.

    The importance of timing when following up with your leads

    Downloading the leads manually from the ads manager is time-consuming. The process involves sorting through the database, downloading the files routinely, and then uploading them to your CRM or autoresponder. 

    Besides wasting your time on periodical downloads and uploads, you are also keeping your leads waiting. Contacting your leads is especially important after they sign up on the Lead Ads form. If delayed, they can grow cold, reducing their chances of converting. Therefore, timing is crucial when it comes to following up with leads.

    You have only 5 minutes to contact a lead to increase your odds of finalizing a sale. For instance, 78% of customers buy from the first responder.  Also, a study revealed that you could get a 391% boost in conversion rates when you respond to leads in less than 5 minutes.

    As mentioned before, Facebook keeps your leads for only 90 days. So if you forget to download your leads or lose your previously stored data, you will lose them for good.

    How to download leads from Facebook Lead Ads

    There are three ways to download leads from Facebook Lead Ads: manually through Facebook, through API, and through automation.   

    The manual download (CSV format)

    It includes downloading the file in CSV format and then uploading it to a CRM or autoresponder to nurture your leads. 

    Considering the shortcomings of manual data handling, this is not the most recommended way to download your leads. However, by combining CSV-Facebook Ads datasets, you will be able to use this data to create data visualizations and data dashboards across your marketing stacks.

    You can download your leads from Ads Manager or your Facebook page.

    Download your leads from Ads Manager 

    You can download leads from your campaign at the ad level in Ads Manager. To access your leads, you have to:

    • Go to Ads Manager and click on the name of your lead ad.
    • In the results column, click +.
    • From the Download Leads window that appears, choose either to download all your leads or leads from a specific date range, then click Download. Your leads will be downloaded to a CSV file.
    Download your leads from your Facebook Page

    Alternatively, you can download your leads from your lead generation ad directly from your Facebook Page. To access your leads, you have to:

    • Navigate to your Facebook page and click on the Publishing Tools button. 
    • On the left-hand side, you will see the Lead Ads Forms section. From here, click on the Forms Library option.
    • Under the Leads column, click Download. Your leads will be downloaded to a CSV file.
    How to download leads from the Facebook Business Suite

    In the Meta Business Suite, you can export a file that contains the data submitted by your leads through your Instant Form. Meta suggests downloading your lead data directly from Meta Business Suite if you don’t have a CRM system integrated with Meta.

    Below are the steps to download leads from the Facebook Business Suite:

    • Go to the Meta Business Suite.
    • Click All Tools from the menu.
    • Click Instant Forms.
    • Click Download next to the form with the leads you want to export.
    • Choose how you want to download your leads:
      • Click Download New Leads if you only want to export the leads you’ve received since the last time you downloaded.
      • Click Download by Date Range if you want to download all the leads you’ve received during a certain time. After you select this option, choose the preferred date range and click Download.
    • A window appears with your form information. Click CSV or XLS to download the lead data in your preferred file type.
    How to download leads from the Facebook Business Manager

    The lead data submitted through your Instant Form can be downloaded via a CSV export from Ads Manager.

    Downloading leads directly from Ads Manager is best for advertisers who created the lead ad from Ads Manager and do not have a CRM system integrated with Facebook.

    Here’s how to download leads from the Facebook Ads Manager:

    • Go to Ads Manager.
    • Click on the Ads tab.
    • Click on the ad name for which you wish to download lead data.
    • In the Results column, click On-Facebook Leads. If there is not a link included in the Results column, make sure you are looking in the Ads tab and not the Campaign or Ad Set tabs.
    • Click Use Leads CenterDownload New Leads or Download by Date Range.
      • Click Use Leads Center if you want to see your lead data on Facebook. This can be a useful option if your company does not use a CRM system and you need a centralized location to keep track of your leads.
      • Click Download New Leads if you only want to download the new leads you’ve received since the last time you downloaded your leads.
      • Click Download by Date Range if you want to download all leads you received during a certain time. After choosing this option, select the preferred date range and click Download.
    • A screen will appear with the lead ad name and total lead count. Click CSV or XLS to download the file in your preferred file type. 

    Downloading Facebook Lead Ads through API

    Facebook allows marketers to download leads through the API (application programming interface). This is where you can retrieve your leads through webhooks or bulk read. However, the process is somewhat complex

    Above all, creating an API is a very time-consuming process and you must have well-versed programming knowledge. You will also need the page access token and the user access token to use this tool. In addition, you must have advertiser-level permissions to use the tool.

    This brings us to the next best option: automation.

    Automating the Facebook Lead Ads data process 

    The most effective solution to manage your Facebook leads is automating the entire process

    After capturing leads from your Facebook Lead Ads campaigns, you need to sift through each and create the appropriate follow-up. Using Facebook Lead automation can increase your digital ad funnel’s success. 

    This integration enables you to start nurturing the leads right away as they come in. Besides lead import, Facebook lead automation delivers great insights which you can use to optimize your campaigns, such as your individual ads’ ROI. 

    Moreover, the level of data accuracy with automation is incomparable to manual lead data transfers – which are extremely prone to error.

    Read this article to learn more about how to use Facebook lead automation to improve your ads.

    LeadsBridge Facebook Lead Ads automation

    Instead of manually downloading the lead data, allow LeadsBridge Facebook Lead Ads integration to do all the heavy lifting.

    Through a Meta official partner such as LeadsBridge, you can automatically sync your Facebook leads into your CRM through the Facebook Lead Ads Sync tool. This is an automatic setup that sends your leads straight from Facebook to your favorite CRM or any other email marketing software.

    This method is great because you can meet the expectations of most users who anticipate an immediate response from you – for instance, those signing up to receive a free ebook. Remember that keeping your leads waiting could mean losing themAutomating your Facebook leads with LeadsBridge Lead Ads Sync will make it effortless to send your offer to them before they lose interest quickly.

    LeadsBridge allows you to manage Facebook leads by connecting your ad campaigns to your preferred customer management tools.

    Here are some of our most popular integrations with Facebook Lead Ads.

    Take a look at all of our Facebook Lead Ads integrations here.

    Watch this video to learn exactly how to connect Facebook Lead Ads to your CRM: https://youtu.be/cB0WemX0EYY. 

    How to integrate Facebook Lead Ads with HubSpot using LeadsBridge

    You can easily connect Facebook Lead Ads to HubSpot. This integration allows you to import your leads to your CRM by connecting your Facebook Ads Account to HubSpot within ads settings.

    Once you authorize Facebook in settings, all the new leads generated from Lead Ads are synced.  

    A form event can be created inside HubSpot to add the entire data from your Ad Campaign. This way, you can build lists and segments of leads based on your Facebook Lead Ads campaigns

    Here is a step-by-step instruction to set up LeadsBridge HubSpot integration to connect Facebook leads to HubSpot.

    Step 1: Log in to the LeadsBridge App

    The first step to creating a bridge between Facebook Lead Ads and HubSpot is to log in to your LeadsBridge account. If you don’t have one, you can easily create one for free.

    Step 2: Create a new bridge

    Once you’re logged in, click on Create new bridge at the top left of the screen.

    Step 3: Select source & destination 

    In the search bars, select Facebook Lead Ads as a source and HubSpot as a destination. Click Continue.

    Step 4: Connect your accounts

    Now, you must allow LeadsBridge access to your Facebook and HubSpot accounts. Follow the steps provided by each platform to connect them to LeadsBridge. Click Continue.

    Step 5: Match fields

    Make sure all fields are mapped correctly between source & destination to guarantee a perfect data match & transfer across the two platforms. Click Continue.

    Step 6: Bridge created

    Tadà! You successfully created a new bridge. Here, you can decide if you’d like to receive a notification via email each time a new lead submits your lead ad form. All you have to do is switch the button at the bottom of the page.

    Use LeadsBridge Facebook Lead Ads integrations for free, forever

    Our Free plan allows you to connect all the top advertising platforms – including Facebook, Instagram, Google, Youtube, LinkedIn, and TikTok – with your favorite marketing tool to move leads across platforms in real time, for free, forever.

    This plan includes one running bridge and allows you to move 100 leads per month. What does this mean? It means that inside your LeadsBridge platform, you can potentially have more than one bridge, but you can only have one bridge up and running at a time.

    The Free plan is a great way to test the waters and see what works for you. If you need to move only a small amount of leads every month and don’t need multi-touch workflows, the Free plan is the best option available. 

    What if you don’t have a CRM? No problem! You can use the Free plan to move your leads from Facebook Lead Ads into – let’s say – the email notification app and send automated emails to your newly acquired prospects as soon as they interact with your ad. Moreover, we also integrate with several free CRMs, perfect for small businesses. If you’d like to learn more about this, check out this article from our blog: The best free marketing software tools you should be using.

    Take advantage of the Free plan to test and experiment with your Facebook Lead Ads campaigns. Once you gain confidence and whenever you realize you need more than one bridge or to move more than 100 leads/mo, you can easily upgrade and switch to the Pro plan, customizing your bridge & lead volumes according to your needs.

    Tracking the leads’ quality with Facebook Conversion API

    Facebook Conversions API, previously known as Facebook Server-Side API, helps businesses send online and offline events from your server to the Facebook server. It works in conjunction with the Facebook Pixel to enhance the performance and measurement of your Facebook campaigns. Conversions API allows you to track your customer’s actions in several ways. It also helps control the data you share.

    Learn everything you need to know about Facebook Conversions API here.

    LeadsBridge offers a range of integrations for Facebook Conversions API. This feature allows you to integrate it with your favorite CRM and any other marketing tool. Let’s look at our most popular integrations with Facebook Conversions API.

    You can find our complete list of integrations with Facebook Conversions API here.

    Best Practices for running successful Facebook Lead Ads

    1.   Create an attractive intro 

    The Facebook Lead Ads tool lets you write the introduction to your ads. Here, you inform the user about what they will get by signing up for your offer. This description needs to be interesting, engaging, and attractive. Here is an example below from Jasper’s boutique.

    2.   Use the right form length

    When using Facebook Lead Ads, you can create a short or long-form for your audience. Both forms have their advantages and disadvantages. 

    A short form generates more leads with lower lead quality. On the other hand, a long-form generates fewer leads with a strong intent and higher quality. 

    To understand what works best for your campaign, perform an A/B test to determine the most suitable form length. You can also achieve balance by creating a short form to get lots of leads and then collect more info from them during the follow-up phase. 

    Here are two examples of the short and long-form.

    As can be seen, Wordstream requested lots of information such as the website, country, company name, phone number, etc. Most users will find it daunting to fill out such a lengthy form.

    Compare Wordstream lead ads form with Tokyowheel lead ads below.

    This ad form is pre-filled, short, and concise. The information is derived from the user’s Facebook profile, making it easy for users to go ahead and submit the form.

    3.   Use Lookalike and Custom Audiences

    Using Lookalike and Custom Audiences helps you reach the most profitable audience that looks similar to your existing customers, website users, or people who have engaged with your business in one form or the other. 

    Therefore, to get the Lookalike Audience of your business, create an audience from current high-paying customersinstead of using your leads database. According to research, 90% of the time, Lookalike Audiences have higher click-through rates than other audiences.

    Using LeadsBridge integrations, you can bridge the gap between your marketing tools and Facebook Custom Audiences. 

    Let’s look at our most popular integrations with Facebook Custom Audiences.

    4.   Create a timely follow-up for leads

    Marketing competition is higher than ever and the first company to respond to a lead gets 35-50% new sales. This means there is no time to waste. Integrate your CRM with your advertising tools such as Facebook Lead Ads to be able to contact your leads immediately as they come in.

    Other tools you can use to increase your follow-up speed are Welcome email and Welcome SMS. These tools enable you to send timely messages to your new leads while helping you nurture the old ones. Check out our integrations for these communication tools.

    Takeaway

    Facebook Leads Ads are profitable, low cost, and easy to set up. However, you must know the best practices for downloading leads from Facebook Lead Ads. Having the right strategy to handle your leads data will enable you to create instant follow-ups and nurture them before they become cold and disinterested. 

    We discussed three methods to export your leads from Facebook: the manual method, the API, and the automated method- using LeadsBridge’s Facebook ad sync tool. 

    Automation is the key to winning over the competition in Facebook marketing. Using LeadsBridge, you can sync your leads directly from Facebook into your CRM or autoresponder, where you can quickly contact them. 

    If you’re looking for ways to sync your Facebook Lead Ads with your favorite CRM, check out our integrations here. 

    Facebook Lead Ads are profitable, low cost, and easy to set up. However, you must know the best practices for downloading leads from Facebook Lead Ads. Having the right strategy to handle your lead data will enable you to create instant follow-ups and nurture leads before they become cold and lose interest.

    We discussed three methods to export your leads from Facebook: the manual method, the API, and the automated method- using LeadsBridge’s Facebook lead sync tool.

    Automation is key to winning over the competition in Facebook marketing. Using LeadsBridge, you can sync your leads directly from Facebook into your CRM or autoresponder, where you can quickly contact them. 

    If you’re looking for free ways to sync your Facebook Lead Ads with your favorite marketing tool, build your first bridge now!

    How to view leads in Ads Manager and on a Facebook page

    You can run ad campaigns on Facebook for various purposes, including collecting the contact details of the target audience. We tell you how to work with leads on Facebook: where you can see them, how to upload them, and how to check the form's performance.

    1. How to collect and study leads on Facebook

    2. Uploading leads through Ads Manager

    3. Uploading leads through page

    4. Uploading leads to the CRM system

    How to collect and study leads on Facebook

    In this sense, a lead is a target action of a user who left his data in the lead form: phone number, email address or a link to his page in the social network. To collect them inside Facebook, you need an advertising campaign with the goal "Leads on Facebook" and (of course) a lead form in the ad, which users will fill out. Or the usual instant form, which can be created on the company page. nine0003

    There can be any number of fields in the form, and you can ask people any questions: ask not only for a phone number and a link, but also for information about their location and age. The fewer fields on the form, the more likely people will fill it out. All data that users leave in the lead form goes to your account inside the social network.

    In other words, to collect leads within a social network, you just need to create a lead form. It is not even necessary to promote it: you can simply place it on the company page as a regular post and ask users to take a survey. But with paid promotion, you will get more reach, which means more interested users. nine0003

    Data must be downloaded in spreadsheet format to explore information and conduct lead checks on Facebook. Then you can do anything with them: create audiences for promotion on social networks, call or write to the messenger. There are three ways to upload data - we talk about each in more detail.

    Uploading leads through Ads Manager

    The method is suitable if you used ads with the goal "Leads on Facebook". The place where you can view leads in Ads Manager is right in your ad account. Go to it and look at the list of campaigns. Choose the one you need (the one that has a lead form), click on it and see a list of ad groups. And then go to the ads tab. nine0003 Click here to go to the page with the results of the lead forms

    Next, look at the "Result" column. Opposite each ad there will be a lead form involved in it, and the ability to upload leads. Click on the download icon.

    Click here to access the data download

    In a new window you can download new leads. They are considered new since the last download, that is, if they were downloaded a month ago, only those users who left contacts during the month will be included in the report. You can also select a specific date range in which you want to collect contacts. nine0003 Choose the appropriate solution, table format - and get a ready-made file

    Uploading leads through the page

    This method of how to view leads on Facebook and upload them is suitable if you placed a form on the page. First go to the menu: click on "Pages" in the left menu. You will see a list of all the pages that you can manage. You can choose a specific one and go to "Tools for publishing" or go directly to Facebook Business Suite.

    Click here for content management system

    In the left menu, click on the "More Tools" tab, and then on "Instant Forms".

    Click here to get to the page with all lead forms

    You will see a list of all forms that were created on the pages under your control. There you will be able to upload the data in the same way as in Ads Manager.

    The forms that you used for paid promotion will also be stored here. Advertising cabinets are tied to specific pages, so all forms go here. nine0003

    Uploading leads to the CRM system

    The easiest solution is to integrate Facebook with the CRM system. Then every time the user fills out the lead form (it doesn't matter where: on the page or in the advertisement), the data about this will get into CRM. And you can quickly process them - call back in 10 minutes or immediately write a message.

    In the CRM system, it will also be possible to upload data in order to study them in a separate document. The upload method depends on the system you are using. nine0003

    As a reminder: try to get lead data as often as possible so as not to delay the feedback. Few of the users will remember why they left you their contacts at all if you decide to call or write back only after a month.

    How to set up a lead form on Facebook

    Elena
    Sergeeva, Targeted advertising specialist

    The Facebook Ads lead generation form helps to collect contacts of potential customers - purchase requests, registrations for events, subscriptions to email newsletters, and so on. Lead form (Lead Ads) is an advertisement in the Facebook and Instagram feed, which contains fields to fill out. Creating a form won't take long. To verify this, see the instructions below. nine0003

    Advantages of the lead generation form:

    • easy and fast to create;
    • you can do without a website;
    • the user leaves a request inside the familiar interface of the social network Facebook or Instagram;
    • the ability to integrate with a CRM system for storing and processing leads.

    How to create a lead form on Facebook

    You can do it in Ads Manager or on a business page. Let's take a look at both methods. nine0003

    Method 1: Create on a Facebook Business Page

    From the Business Page menu, select Publishing Tools.

    In the column on the left, find the "Lead Ad Forms" block and select "Forms Library".

    Facebook will redirect you to a special "Instant Forms" section in Facebook Business Suite. It allows you to manage Facebook and Instagram lead forms in one place: download leads, follow notifications, and create posts regardless of your account. nine0003

    Click the Create Form button.

    In the window that opens, select New Form.

    Name the lead form. Only you can see the name, but it is important that it is simple and clear. This will help in the future to navigate within the advertising campaign.

    Define the shape type:

    • Volume increase . Allows you to quickly fill out a form from mobile devices. In this case, the system can substitute part of the data automatically from the user's account. nine0062
    • Strengthening intention . An additional screen appears where the user can check the correctness of the data before submitting the form. In this case, the conversion of filling out the form may be lower, but the leads will be more targeted with relevant contacts.

    The summary section is optional, but will help the user learn more about your company or project. Indicate the essence of the promotional offer in the title.

    In the description, select whether the form is displayed as a list or as a paragraph. This is a required field in which you need to enter a description of your product, service or offer. Try to make it clear from the description what exactly you want from users. nine0003

    In the "Questions" section, you determine what data you will collect.

    Custom Questions helps you get valuable information about potential customers for your business.

    Then create fields with the type of data you need - name, email, or phone, for example. Do not overdo it with the number of fields and remember that each additional field reduces the conversion.

    The next section is "Privacy". It cannot be missed. You collect personal data of users during an advertising campaign with a lead form, therefore, without a link to the privacy policy, it will not work. nine0003

    At the final stage, add a title, description, calls to action, and a button to increase user engagement. Do not treat this step formally - well-thought-out phrases will help a potential client remember your ad better.

    Now the content for the lead form is ready, you can go to the settings. Specify the desired language and allow or block the repost of your lead form.

    The "Field Names" and "Tracking Options" sections are optional - these settings are relevant if you are working with the Facebook API. nine0003

    If you have completed all the required sections, complete the lead form setup. The finished version of the form at all 4 stages of interaction with the user can be seen in the preview to the right of the settings block. Make sure the lead generation form looks the way you want it to and click the "Publish" button.

    If you plan to edit the lead form, select Save Draft. Once published, no changes can be made.

    This is what Facebook lead ads might look like:

    Method 2: creating and setting up a lead form in Facebook Ads Manager

    Go to the Facebook Ads Account.

    At the campaign level, use the green "Create" button to select the "Lead Generation" objective, name the campaign, and click the "Continue" button.

    The following steps are similar to setting up any Facebook Ads campaign. For more information, see our step-by-step instructions for running ads for Facebook and Instagram.

    At the step of creating an ad, the "Instant Form" section will appear with the "Create Form" button. nine0003

    Then you will be taken to the lead form settings similar to those specified in the first method - through the Facebook business page.

    Where leads come from the lead form and can they be downloaded

    To store and process leads, they can be integrated into your CRM system.

    Lead data can also be exported in CSV or XLS format from Ads Manager or a Facebook business page. Please note that lead data is stored on Facebook for 90 days, after which it cannot be downloaded. nine0003

    1. In the menu of business page , go to "Publishing Tools" - "Form Library", and then select the lead form whose data you want to download, and click the "Download" button.


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