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Lead Generation can be accomplished by the following:
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How you can connect UChat with your Facebook ads Environment
Create a Lead form using Instant Forms (can be used inside of FB Ads)
How you can send a Whatsapp Message to a New Lead
How to send an SMS towards a New Lead
Even how to call the New Leads if they have given their Phone Number
How to redirect the user back towards your Chatbot directly & instantly.
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Connecting your Facebook page inside of UChat
You need to first connect your Facebook Page inside of UChat.
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You will need to connect your Facebook page first inside of UChat. The same page that the instant form is linked to. The same Facebook page that is linked to account you are planning to run ads. |
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Integrations -> Others -> Facebook Ads
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You can see your Ads Business account is connected.
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Next we need to check UChat has been installed as your CRM Management System to receive the Lead Data.
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In case it is not seen, just type UChat and search, you should be able to find it.
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If you can’t find UChat or Chatbot app(for UChat partners), it’s because you haven’t connect your Facebook page inside of workspace. Please connect your Facebook Page inside of UChat platform. |
Lead Generation can only be received on the Facebook Messenger Channel or the Omni Channel. These are the two channels where we can basically create this kind of automation.
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Inside the Chatbot -> Tools -> Admins ->
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Now you are good to receive the data from the Meta Data, when a new lead signs up for your instant forms.
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https://www.youtube.com/watch?v=eYMTpT42j5k&t=1s
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Open your Ads Manager Account -> Create a New Ad Campaign
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Click “Next” Button.to switch to the Ad Set Section.
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The most important here is you are going to create a FORM. we leave the Ad Set section untouched and click on Next Button to move to AD Section.
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We need to scroll down to the Form Section called “Instant form”. Let’s Create a form by Clicking on “Create form”
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You should know, how to setup your Facebook Ads.
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For testing the Leads Form, go to the website https://developers.facebook.com/tools/lead-ads-testing
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Note: You need to select your correct page.
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You can also create a Lead directy clicking on “Create lead” and the lead gets created. By this we will be sending all the data towards UChat but before that we need to setup Automation for this.
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Let’s create a Subflow called “Facebook leadgen”
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All these data can be exported to a Google sheet. In this way we are able to do lots of automations.
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The way to do this actually really simple, as follows:
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Action Block -> Notifications -> WhatsApp Template Notification
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Now you can select the Phone number you need to send.
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You can also test the receiving of the WhatsApp Template.
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We are going to create / modify the subflow earlier created to send the SMS during LeadGen Process.
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This is how easy it is to send an SMS to a new Lead or to an existing one as well.
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We are going to create a Voice Call towards a new lead that signs up with your lead form on a FB Ad, or Messenger, WhatsApp or Instagram, wherever it’s been displayed. Soon as they Signup, we would be able to call them if we have their phone.
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We are going inside the main flow. The way that we are going to trigger this Voice Call is by referring to the Main flow at all times, but we need to know what kind of message that we need to send.
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Action Block -> Notifications -> Phone Call.
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To Phone Number: The Leadgen Phone Number stored inside the Custom field
Ref payload: adworkshop
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Now are going to setup the Automation towards the Voice Bot side of things. Let’s go the Main Flow of Voice Bot:
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Make a Distinction on what kind of action you want to take after you capture the Lead Gen Data.
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At the very end of the Lead Form, we have got “Message for Leads”. You can customize this to anything that you like to.
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You can add upto 10 different payloads, customize and save them to your CUFs.
“ad1copy1” value will then be stored in a CUF that is assigned under Payload list.
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You can create Automations very easily inside of the UChat Platform itself.
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