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Overview of Facebook Lead Forms
Facebook lead forms offer a fantastic way to collect user information such as name, phone number, and email, with fields prefilled for user convenience. This simplifies the process, requiring users only to submit the leads, kickstarting your automation.
How to set up lead from trigger
Connect your Facebook pages in the Omni channel
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Create Instant forms
Watch this video:
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Set up instant form leads automation
Under Automation-> Facebook Lead Forms
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SMS, Email & WhatsApp Automation
We'll explore three key automation channels: WhatsApp, Email, and SMS, each offering unique benefits for engaging with leads.
Trigger WhatsApp Template Message:
Connect Whatsapp to the Omni Channel
Trigger a Template Message to start the conversation
When you are adding a New form select Default channel for creating a new bot user WhatsApp
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Now select your subflow to send a WhatsApp template message.
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Set up your flow by adding a template message.
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Trigger SMS Message
Send SMS action
For SMS select select Default channel for creating a new bot user Webchat
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Set up SMS Bot and ensure your default reply is configured.
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Trigger Email Automation
Set up Email Integration within the Integrations section. You'll find multiple options to choose from for the Email Channel.
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-For email select Default channel for creating a new bot user Webchat
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-Make sure the user is opt-in for Email or use the “mark email as opt-in” action
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Revision Implementation Steps:
Connect your Facebook pages to the Omni Channel.
Create instant forms and link them to your Facebook pages.
Utilize the Facebook List Form settings to automate processes.
Customize flows to trigger actions based on user interactions.
Connect with various channels such as WhatsApp, SMS, and Email.
Use advanced integrations like Open AI to enhance automation capabilities.
How to get the traffic source for the instant form ads
In this article, you will learn how to get the traffic source(campaign name & ad set name) for the instant form leads.
This is the common problem for advertisers. Because in most cases, you might connect the same instant form to multiple campaigns or adsets.
When you received the leads, you will need to find out which campaign or which adset the leads is coming from.
Sample instant form payload
For example, this is the sample instant form lead payload, you can find the details below
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{
"id": "1091455272135931",
"form_id": "6929973650395684",
"ad_id": "6526687589538", "
field_data": [
]
} |
And the lead_gen ID is 1091455272135931, and the ad_id is 6526687589538
We will use the ad_id to get more information for the campaign in the next step.
Get the campaign name & ad set name for the leads
You can go to “Action” → “Advanced Action” → Facebook API → “Get Lead Gen” Action.
And then you place the ad_id in the lead Gen ID, and then write “id,name,campaign{id,name}” in the fields(optional), you can pull the details adset name & campaign name in the response as per screenshot below.
If you want to pull more parameters, you can reference the link below to pull more traffic source information
https://developers.facebook.com/docs/marketing-api/reference/adgroup#parameters
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