Setting Up Facebook Lead Ads
Facebook lead ads allow Facebook users to click on an ad and fill out a form from their newsfeed. This form auto-completes contact information from the user’s Facebook profile and allows the advertiser to ask additional questions. boberdoo has built an integration that allows you to post leads from your Facebook Lead Ads directly into your boberdoo system. To integrate your Facebook Lead Ads with your boberdoo lead system, follow the instructions below.
*Facebook Leads Manager is a custom add-on and has to be built into your boberdoo system. If you do not see FB Leads Manager in the lefthand navigation of you system, please open a ticket to have this added.
Step 1: Build An Ad Campaign
Before we integrate your Facebook account with the lead system, there are several steps that need to be taken in your Facebook Ad Manager. For this step, you will be building an ad campaign for the purpose of accessing the Lead Ads form builder. You can only access the Lead Ads form builder within the campaign setup. If this is your first time using Facebook Lead Ads, we suggest setting up a dummy campaign during this walkthrough so you can fully complete the boberdoo integration. After your dummy campaign is built and the integration is complete, you can repeat these steps to build a live, targeted campaign.
Access your Facebook Ad Manager and select the Ad Account through which you plan on, or are currently, running your Facebook Lead Ads. Click the Create Campaign button then select the marketing objective titled Lead generation. Name your campaign and continue.
Next, you will build the Ad Set for your campaign. First select the Facebook page that you would like to promote for this campaign and then define your campaign’s audience, placements, budget, schedule and ad set name. If you are building a dummy campaign, as referenced above, you do not need to adjust your campaign specifics. You will not launch this campaign, so the budget, schedule, etc. is irrelevant. Click continue.
Next, customize the format and text of your ad. At the bottom of this page, you will see a Lead Form section. If you have already used Facebook Lead Ads, you can use an existing form. If you have not already created a form, click the Create Lead Form button.
Create a Lead Form
Select the New Form option and click next. Name your form and select a language. You do not need to adjust the Advanced Options for this step. Next you have the option to add a Context Card to your form. Your next step is to add the fields or questions that you will display on your form. The User Information section provides you all of the data that can be pulled directly from the user’s profile. Note: Although Full name is a pre-checked option, you must use the separated First name and Last name options instead so you can properly map those fields to your lead type. To add additional fields, click the Add a question link. Keep in mind that Facebook only allows 3 custom questions per form. For a full list of Lead Ads parameters, read more here.
With your form added to your campaign, you can review your order and click the Place Order button when complete.
Step 2: Build Your Facebook App
The next step requires you to build a unique app within the Facebook Developers Portal that you will integrate with your boberdoo lead system. Go to developers.facebook.com. Log in in to your Facebook account, then in the top right dropdown menu, select Add a New App. Add a display name for your app and contact email. For the Category option, select Business and click the Create App ID button.
Next, you will be redirected to the Products section of your newly created App. From the lefthand navigation, click the Settings>Basic tab. From here you will need to add information about your leadsystem to help you connect the two platforms
- App Domains: enter the subdomain+domain of your leadsystem. Example: https://yourcompany.leadportal.com/
- Contact Email: Add your email address.
- Site URL: Click the Add Platform button and select Website. A subsection titled Website will appear below. Add the full site URL of your leadsystem. Example: https://yourcompany.leadportal.com/
Click the Save Changes button.
Next, click the Products + button in the lefthand navigation and click the Facebook Login Set Up button. This will take you to a Quickstart sub-section. Instead of following the Quickstart, click the Facebook Login Settings link from the lefthand navigation.
This will bring you to the Client OAuth Settings. Locate the Valid OAuth redirect URIs field and enter your leadsystem URL. This will be the exact URL you entered in the previous step. Example: https://yourcompany.leadportal.com/
Click the Save Changes button.
Step 3: Integrate With boberdoo
Our next step is to integrate your Facebook App with your leadsystem. Return to Settings>Basic in your Facebook Developers Portal. Locate and copy your App ID and App Secret.Next go to your boberdoo lead system. Click the FB Leads Manager tab, then click the subtab titled Setup. Paste your App ID and App Secret and click Continue. Finally click the Connect with Facebook button.
This will open a browser popup from Facebook that allows you to sync your Facebook app with your personal Facebook account that you will be running your Facebook Lead Ads through. Make sure the personal Facebook account you sync here has access to the Facebook page or Facebook business page that you will be running ads through. Click the Continue button that appears on the popup. Next, the Facebook popup will inform you that the Facebook app you created would like access to your pages. Click OK.
Once saved, you’ll see every Facebook Page that you have access to and the ability to add a subscription to any of them. Click the subscribe button for every Facebook page that is used to run Lead Ads campaigns. Once subscribed, you will be able to access all Lead Ads forms associated with each page.
Step 4: Map Your Form
Our last step is mapping your Lead Ads form with your lead system’s lead type. Under FB Leads Manager, go to the Leads Ads Forms tab. Click the Add New FB Form Mapping button. From here you can select any of the forms you have created in your Facebook Ads Manager.
Once you select a form, use the dropdown to select the lead type that you’d like to map your Lead Ads form to. You will also see the option titled Use “Skip_Dupe_Check” Parameter in Request. This feature allows your lead system to skip specific dedupe checks, but is only used in very specific scenarios. Please contact support before activating this feature. Next use the mapping manager to assign a value for every lead type field that appears in the Field Name column. For each Field Name, you have 3 options for the corresponding Facebook Field:
- No mapping: This field will be ignored and not posted to the leadsystem. Note: You cannot use this option for any field that is labeled as Required.
- Default value: Your lead system will capture the value that you enter in the corresponding “Default Value” column.
- Facebook Fields: This field will be captured from the Facebook Lead Ad Form.
- IP Address: Use the Default Value option and add a default IP. Ex. 188.8.131.52
- Sub ID/Pub ID/Optout/Unique Identifier: Use the No Mapping option
- SRC: Use the Default Value option and select a source you designate for your Facebook Lead Ads or one of your pre-existing sources.
- Landing Page: Use the Default Value option and enter a landing page value. Ex. Facebook Lead Ads
Once your fields are mapped, click Add Form. Your form will now appear on the Leads Ads Forms page. You can use the edit tool to adjust your field mapping or delete this form at any time.
Step 5: Test Your Integration
To send a test lead from your Facebook Lead Ad into your boberdoo system, access the Lead Ads Testing page of your developers.facebook account. From the page dropdown, select the page that you used when building your Lead Ads form. Next select the form you would like to test from the form dropdown. Make sure you select a form that you have already mapped to your leadsystem in the previous step. Next, instead of creating a lead, click the Preview form link. This will bring up your Lead Ads Form. Fill out this form to send through your test lead. Next, return to the Leads page of your lead system to confirm the test lead successfully entered your system. Each time you enter a new test lead you must first use the Delete lead button in the Lead Ads Testing page to clear your previous lead before filling out the form again.
We use long-live tokens. They expire after 60 days. The date of expiration is shown on the main setup page after a successful configuration. Days remaining until the token expires are displayed in the top-right corner of the table.
3 days before the token expires, there is a warning message for you to refresh the token and get another 60 days.
If your token does expire and a Facebook lead enters the system, it will not be correctly processed by your leadtype. We store this lead in the DB and it will have to be manually processed later.
Note: with the next boberdoo update, tokens will be not contain expiration dates and will not require you to refresh your token.