Facebook LeadGen

Introduction

Lead Generation can be accomplished by the following:

Letting the Users filling the Form on either Messenger, Facebook, or WhatsApp. You can automate the process of sending those users Messages through UChat.

The Course is divided into Several Sections.

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.

YouTube Video Link

https://www.youtube.com/watch?v=d-voMne5bxI

Connecting your Facebook page inside of UChat

You need to first connect your Facebook Page inside of UChat.

Connecting Uchat with Facebook Ads Manager

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.

Integrations inside Uchat

Integrations -> Others -> Facebook Ads

You need to connect your Facebood Ads Business Account over here.

Once you Click on the Button, it takes to the FB Ad Account Integration Page.

Once you Continue and you get one more page pops up where you need to Activate the points mentioned:

Manage ads for ad accounts that you have access to
Receive your email address <<email address>>

Once activated, you can click now on Done.

Going back to the UChat Integrations -> Others -> Facebook Ads 👍

You can see your Ads Business account is connected.

Cross Verify in Facebook, Uchat is assigned as CRM tool

Next we need to check UChat has been installed as your CRM Management System to receive the Lead Data.

Goto Facebook account -> Business Manager -> Integrations -> Leads Access -> CRMs:

Here you should ensure that UChat has been installed. Just to ensure that you can receive all the lead gen data.

In case it is not seen, just type UChat and search, you should be able to find it.

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.

Set the Admin for the Chatbot

Inside the Chatbot -> Tools -> Admins ->

It is important you sign as Admin here because all the Lead Gen Information will go towards this specific Admin, where you can set up all the automation.

You can find a new Admin and go for a Name search from the Bot users list and select one.

For receiving the Leads Generation Data, you can only use Messenger Profiles or your Web Chat Profile, whatever you prefer. Any of the two Profiles need to be the Admins of the Chatbot.

Now you are good to receive the data from the Meta Data, when a new lead signs up for your instant forms.

YouTube Video Link

https://www.youtube.com/watch?v=eYMTpT42j5k&t=1s

Creating a Lead Form in Ads Manager

Create a New Campaign

Open your Ads Manager Account -> Create a New Ad Campaign

Under Campaigns, Create new Campaign -> Choose “Leads” as your Campaign Objective.

Under Leads you can see:

Instant Forms - Capture the data and send it to UChat.
Messenger
Conversions
Carts

Once Lead forms chosen, Click “Continue” to go to “Choose a Campaign Setup page”

Now Select on Manual Leads Campaign and press Continue.

Now let’s give a Name to the Campaign as “Lead form demo”.