Facebook Lead Forms

You can integrate Facebook Lead forms with your Engaging Networks account so Facebook leads sync directly into Engaging Networks. 

Watch The Facebook Lead Forms Video Overview

 

Social Media Account Access

Connecting to Ad Accounts and Selecting Pages

To connect a Facebook ad account to an Engaging Networks account, go to the Extensions Manager under Account Settings. Select ‘Extensions‘ and click on Facebook. select “Account Access” in the Lead Forms area and then the “Connect Account” button.

Please note: A stable Facebook connection is necessary to ensure there will not be any disruptions to lead forms mapped and related automations set once an account is linked. Changing the password associated with your Facebook account once linked may require re-connecting the account and specific form mappings if disconnected.

Then choose the platform to connect to (currently only Facebook is available). After connecting to the account using your Facebook credentials, choose the pages to use with Engaging Networks and configure what Engaging Networks is allowed to do. 

Leads page selection Lead Permissions

After configuring the ad account settings, select the page and add it to your Engaging Networks account.

Lead ad page

Once a Facebook account is successfully enabled, you should be able to see ‘Enabled’ written in the Facebook logo of the Extensions Manager.

Syncing Lead Forms

Connecting and Mapping Lead Forms

Once the intended Facebook account and page(s) are linked, navigate to Data & Reports > Lead Forms (under the Social/ Paid Media heading).

Lead form link

To link lead forms and begin the field mapping process, select “Lead Forms” and then the “Link Lead Form” button.

Link Lead Forms

You will then need to select the page and forms you would like to link and map to your Engaging Networks account.

Lead page selection

Field Mapping

Once linked, you will need to select “Field Mapping” and map the fields from your Facebook Lead form to the relevant Engaging Networks fields. You also have the option to automatically opt supporters into an opt-in as part of the field mapping.

Lead form field mapping

Campaign Page Settings

After mapping the fields from your lead form, you can set the campaign page settings. Attributes, origin source, tracking, and campaign references fields are optional.

  • Sync status – Available statuses include Active which will begin syncing leads into your Engaging Networks account or Inactive with will not sync leads.
  • Attributes – Attributes are descriptive “tags” applied to pages and emails that you build in the software. You can then query on that attribute and supporters who participated on a page or interacted with an email with an attribute will be returned.
  • Origin source – ‘Origin Source’ can be stored in a supporter’s data record to help identify where the record originated from and compare different channels on performance.
  • Tracking – Tracking parameters are values that can be appended to page URLs and are stored as part of the transaction.
  • Campaign References 1-5 – External Reference fields 1-5 are values stored as part of the transaction. They are often used for UTM codes.

Lead form campaign settings

Action on Entry

Lastly you can specify any actions to trigger upon a successful lead form submission. This includes a welcome email autoresponder and/ or adding supporters to a Marketing Automation Series.

Lead form action on entry

Subscribing to the Lead Form

Once you have mapped fields, campaign settings, and actions on entry as desired, you will need to select to ‘Subscribe’ to the lead form.

Lead Form Subscription

If workflow settings are not completed, this will produce an error message to continue editing, or if validated, you may proceed to subscribe to start receiving leads from Facebook. Once subscribed, field mapping will not be editable. Campaign page settings may still be adjusted as needed after subscribing.

Reporting on Lead Forms

Once the sync is active and leads are submitted, you can use query builder to query on the submissions under the “Advocacy” tab which is represented with a megaphone icon. The form names will be listed with LEADGEN and you can use this to search for the forms. The submissions will create DCF transactions.

Lead form reporting

Troubleshooting

Any problems? Check this article

Updated on September 13, 2021

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