When a company creates a lead generation ad on Facebook, it can customize a form, including fields such as name, email, phone number, etc. If the Facebook user sees the ad and interacts, they will fill out this form from their news feed, and the company can access this information for future marketing actions.
You can import and synchronize contact data collected through lead generation forms.
To integrate Facebook Leads with Instasent, you should follow these steps:
1. Create a Project and Connect Facebook Leads
When creating a project, you can directly connect Facebook Leads or, if you already have a project, go to the Data Sources section and select this connector:
You will have an overview that details all the information you can import: existing contacts and synchronization of new and updated contacts. You will need to click on 'Install Facebook Leads'.
2. Connect
You will need to connect your Facebook account, the associated Facebook page, and the form you want to connect.
Make sure it is not a form without leads, i.e., the form should contain at least a few contacts. In this way, the app will be able to detect all possible information that the contacts may have.
3. Map
Your form contains a series of data from your contacts. We will call these fields or values 'Attributes'. Keep in mind that, in addition to your Facebook Leads, you can connect many more technologies, import data in .CSV, etc.
Therefore, each field must have a specific name assigned, avoiding creating duplicate attributes (for example, the 'Name' attribute may be called 'First Name' on your form, and 'name-Ok' in a .CSV, but in Instasent it must be a single field for greater data accuracy).
By mapping, you ensure that each piece of data is placed in its correct project attribute. Although we try to automatically match the project attributes, variations in names or data structure can cause inconsistencies. Therefore, it is vital that you review the suggested mapping and adjust if necessary.
4. Merge*
*If this is the first data source you are connecting, this step will not appear yet.
Remember that you can connect many data sources (multiple .CSV files, spreadsheets, different technologies like Make, Shopify, Klaviyo, etc.). Instasent unifies and groups all this audience coming from all these sources.
Based on what value will you unify potential duplicate data from among your different data sources? If you choose, for example, the email, all contacts with the same email will be unified and their information will be aggregated. You can find more information in this article.
5. Tags
It involves tagging these contacts. Keep in mind that we import tags from Google Sheets, so this is about adding an additional tag
Once these steps are confirmed, you will have this connector available in the Data Sources section, where you can have an overview and activity. You will also be able to send the first campaign. All contacts will be available in the Audience section, where you can apply filters and create segments.
You can create a test lead to confirm that the Facebook Leads integration was set up correctly: Lead Ads Testing Tool
You may also be interested in learning How to Create a Lead Ad from Your Facebook Page.