Connecting Facebook Lead Ads with Lead Gen & CRM

Connecting to Facebook Lead Ads

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:
 

1. Click Settings in the left toolbar.
2. Click Facebook Lead Ads, located under Third-Party Settings in the left panel.
3. Click Connect Account.
   
   
    
4. Click Connect to Facebook.
   
   
5. Click Continue as.
   
   
    
6. Select which pages to use with Lead Ads and then click Next.
   
   
    
7. Click Done.
   
   
    
8. Click OK.
   
   
    
9. Set page toggles to On or Off and click Next.
   
   
    
10. Click Done.
    
    

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.

The displayed information is as follows:

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:

1. Click Settings in the top toolbar.
2. Click Facebook Lead Ads, located under Third-Party Settings in the left panel.
3. Do either of the following: 
   • Click the Facebook Lead Ads Testing Tool link under the desired page, if it is available
   • Log in to Facebook's developer tools page
4. Ensure that the correct page is displayed in the Page drop-down menu.
5. Select the desired form from the Form drop-down menu.
6. Click Preview Form.
   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.
7. Submit the form.

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.

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:

1. Click Settings in the left toolbar.
2. Click Facebook Lead Ads, located under Third-Party Settings in the left panel.
3. Click    Options > Field Mappings in the desired form row.
   
   
    
4. Select the appropriate field from the Assigned Field Name drop-down menu.
   Note: When selecting a field, ensure that it is as close to a match as possible to the field in the Field Name we received column.
5. Repeat as necessary for each field and click Save Mappings.
   
   
    

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    Facebook in the Form Type column.

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:

• The date of submission
• The associated campaign name
• The ad set name
• All form fields and values

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:

• The lead's name
• The lead's status
• The lead's current lead score
• What content the lead interacted with
• Links to the content
• The date of interaction

For Facebook entries, be aware of the following:

• Clicking the lead's name will take you to the lead's particular contact record
• Clicking the entry's activity icon will open that entry in the lead's Life of the Lead timeline
• Clicking the form's name will take you to that form

For more information on the Activity Feed, refer to Activity Feed Overview.

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. 

1. Click  Settings in the left toolbar.
2. Under Third-Party Settings in the left panel, click Facebook Lead Ads.
3. Hover over the    Account Status circle.
4. Click Disconnect.
5. Click Disconnect in the modal window that appears.
6. 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. 

1. From your personal Facebook page, click on your avatar in the top right corner of the page. 
2. Click Settings & Privacy from the drop-down menu.
   
   

    

3. Click Settings. 
   
   

    

4. On the left side of the screen, under Settings, click Business Integrations. 
5. Click View & Edit next to the Constant Contact Lead Ads integration. 
   
   

    

6. Scroll and make sure each of the permissions are enabled.
7. Click Save. 
   
   

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