Your website is not the only place where you can capture email subscribers from. Use contact forms in Facebook Lead Ads to generate leads from Facebook. Lead Ads work the following way: a user sees an ad post, clicks on a button and fills in a form to learn more from you.
In this article, you will learn how to set up a lead generation form on Facebook, collect contact information, and automatically send it to Selzy.
Before you start
To start collecting contact data from Facebook, you'll need the following:
- A Facebook business page you have Admin access to. If you don't have a business page yet, follow this Facebook guide to create one.
- A working Facebook Ad Account to run campaigns with. You need to specify the time zone, select payment methods, and add the Page to run ads for. If you don't have an advertising account yet, create one now.
- A link to the Privacy policy page on your website. It’s required to create the ad.
- Ad creatives: a 1920×1080 PNG or JPG image and some ad text.
- The Selzy account you want to add contacts to.
- The contact list where you will store the data from your Facebook leads.
Collect leads with Facebook
There are two major Facebook marketing platforms: Business Manager and Ads Manager.
Business Manager is the best choice for agencies and marketing departments. You can give other people access to your business by entering their email address. Business Manager is a must-use if the department employs multiple people, the page does not have a specific owner, or you’re managing several pages and advertising accounts.
Ads Manager is a tool inside Business Manager. The Ads Manager alone is just enough for the needs of self-employed marketing specialists and entrepreneurs who don't have employees or a team working with them, that is, for people who manage the page, pay for ads and publish posts all by themselves. Technically, both the page and the ad account are linked to the creator's personal Facebook account. You can invite assistants, but access can only be given to personal Facebook accounts.
Now, let's figure out how to set up ads using each of the two platforms.
There are different types of roles for people who manage Facebook pages. To create Lead Generation ads, you need to be an Admin, an Editor, or an Advertiser.
To assign and edit roles, go to your Page, choose Page Settings in the bottom left, and click Page Roles in the left column.
Business Manager
To use Facebook Business Manager, log into the Facebook account associated with your organization or create a new account at Business.facebook.com.
On your main business page, click Ad Center in the left menu and choose Publishing Tools, or click Get More Leads in the Create Ad section on your Page
On the Published Posts page that opens, click Forms Library in the left-hand menu.
If your organization already has any forms, you’ll see them on the page. If not, create a new form. Facebook may offer you to use the Business Suite. This is a new Facebook platform for small and medium-sized businesses designed to help you manage pages and profiles on Facebook, Instagram, Messenger, and WhatsApp.
Click Try Business Suite.
Click Create Form.
Choose New Form. You can also duplicate one of your existing forms; to do this, click Search your forms and find the form you want to duplicate from the drop-down list.
On the Create Form page, fill out the following fields:
Form Name.
Give your form a distinct name so that you can easily find it among others.
Form Type.
Choose one of the two types. More Volume forms are easy to fill out and submit, for example on a mobile device. Higher Intent forms have an additional Review Screen step where users can look over their info before submitting the form. Such forms are useful if you want to improve the quality of your leads.
Intro.
This is an optional field, the header of your form. Here you can put an image that will be displayed at the top of the form.
Questions.
This is the part where you ask for users’ information. In the Description field of the Prefill Questions section, let people know why you are collecting their contact data and how you are going to use it. See Facebook Lead Ads Terms for more information.
Facebook offers two Prefill Questions: Email and Full name. Check the boxes next to each field to collect this data. You can also add custom fields using the Add Category menu.
Privacy.
The Privacy Policy field is a required field. To launch the ad, you must link users to the Privacy Policy on your website where you tell users how you use the information you collect from them.
Completion.
This is where you create a Thank You! message for users who have completed your form on Facebook. The message has its own Header and Description. Fill in these fields, add a link to your website or your Facebook page, and enter the text for the call-to-action button.
Fill out the fields for your Completion message.
The preview on the right will help you see what your form will look like to the users
Once you’ve set up all the sections, click Publish and Save Draft. The form will be added to the Forms Library.
To start collecting leads using your newly created form, you’ll need to run an advertisement. To do this, navigate to the Forms Library in the left-side toolbar, and click on the Promote button next to the form you want to use.
You’ll be redirected to the Facebook ad setup page.
In the Ad Creative section, upload your 1900х1080 PNG image, and enter the text for the ad. You’ll see what your ad will look like at the right-hand part of the setup window.
Next, scroll down to setting up the audience for the ad. You can choose one of your existing audiences or create a new one.
Once you've configured all the settings, click the Promote button, sit back and wait for your first Facebook leads.
Ads Manager
Ads Manager can be accessed in the left-side menu on the Facebook home page. Alternatively, navigate to Business.facebook.com, click Ad Accounts in the left-hand menu, select the account you want to work with, and choose Open in Ad Manager at the top right part of the screen.
When creating lead generation ads through Ads Manager, you first set up the targeting for an ad, and then set up the form itself.
Navigate to Ads Manager and click the Create button to set up a new campaign.
You'll see a Create New Campaign window where you'll need to choose the campaign objective to match your business goals. Select Lead generation. In the Name your Campaign dropdown section, give your campaign a name (such as Selzy Lead Generation), and click Continue.
The next page is where you’ll need to set up the ad set for your form. Here, you can choose the page to promote, select your target audience, edit ad placements, set up the budget and schedule for the ad.
Choose the page you want to run your campaign for.
Scroll to the Budget & Schedule section and set the advertising budget for your campaign. Set the ad spending limit, the start and end dates for running the ad.
Next, scroll down to the Audience section and choose Create Audience. Edit the age, location, interests and gender of the users to whom you want to show your ad. Audiences can be saved and used in your future ads.
Scroll down to the Placements section and choose where you want your ads to appear.
We don't recommend using automatic placements. It's better to manually check the placements where you want users to see your form. We recommend that you choose to display the ad only in the Facebook feed, as other placements are less effective for instant forms.
Click Next to proceed to setting up your ad.
The New Ad screen also has several sections. Here’s where you can set up the ad itself, including the format, text and image to use.
Name your ad and choose the ad format — the way you want to structure your ad.
In the Ad Creative section, leave the Media settings as they are.
Media settings let you tailor your creatives to different placement options: Facebook, Instagram, Audience Network and Messenger. You can tweak the settings later on.
Next, customize the ad: edit the text, image, link type and button. Make sure to use a clear call-to-action, such as, "Sign up now", so that the users can immediately understand what you want them to do.
The Instant Form section is where you can create or edit your form.
First, choose the Form Type — with or without the Review Screen.
The familiar Lead Form creation page on Facebook.
Next, fill in the fields in the same way as with the form in Business Manager.
Once you’ve finished and click Continue, your ad will be submitted for moderation. After verification, Facebook will launch the ad and show it to the users.
Add contacts to Selzy
The leads data submitted through your Facebook forms are stored in the Forms Library section on the Publishing Tools page. You can download them directly from your page by clicking the Download button next to the form you want to download leads from.
To start automatically adding your Facebook leads data to Selzy, sign in to your account and navigate to Integration.
Click Settings to integrate Selzy with Facebook.
The first thing you need to do is to link your Facebook account with your account in Selzy. To do this, click the Add button.
Grow Your Audience via Facebook
In the Facebook login pop-up, click Continue as (your Facebook page).
Check the info in the left side of the screen to see that the integration is active. Next, choose the Facebook page associated with the lead generation form.
See the image below for more detailed information on how to set up your form. From each drop-down list, select the page, form, and field you want to use.
Check the box next to “Overwrite contact data when re-subscribing”. With this, Selzy will check if the contact already exists in your account, and update it with the data from Facebook.
Once you've filled in all the fields, click Add to complete the integration.
The form will be displayed in your list of integrations.
Contacts from Facebook will now automatically appear in Selzy and you’ll be able to send them automated emails, such as welcome emails to new subscribers.
