- Calendar & Activities
- Sales Orders
- Getting Started with Web Quotes
- Multi-currency for Sales
- Taking a Deposit
- Backorder Invoices
- Outbound Shipments
- Creating Invoices
- Create Freight Quotes
- Credit Notes
- Bulk send Invoices
- Sending Statements
- Progressive revenue
- Creating Repeating Invoices
- Repeating Invoice Placeholders
- Logging Payments
- Making Credit Card Payments
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
- Requests For Quote
- Configuring Product Settings
- Working with Landed Costs
- Configurable Products
- Time Billing
- Time Products
- Managing Stock
- Stock Locations
- Product Batches
- Serial Numbers
- Inbound Shipments
- Different Price Types
- Purchase Orders
- Variable Products
- FROM Location-based pricing
- Manufacturers and Suppliers
- TO Location-based pricing
- RFQ Web Templates
- PO Web Templates
- Quantity-Based Price Breaks
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Smart Lists
- Create Marketing Lists
- Send Email Campaigns
- Creating a simple Web Form
- reCAPTCHA for Web Forms
- Facebook Lead Ads
- Add or Remove Contacts/Companies from Lists
- Creating a Marketing List from Advanced Filters
- Editing existing List members
- Exporting Marketing Lists
- Filtering by Lists
- Credit Control
- Calculating Landed Costs
- PDF and Email Template system preferences
- Quote Form Templates
- PDF Templates
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Setting up Teams
- Using Email Templates
- System Quote Preferences
- Service Reports
- Regional Settings
- Payment Methods
- Payment Terms
- Setting up Teams
- Pricing settings
- System security
- Setting up Users
- Activate a new User account
- Log into a User account
- Creating SMS Templates
Lead ads provide people with a quick and privacy-safe way to sign up to receive information from your business. You can capture leads in Facebook ads and have the information integrated with your CRM.
You will need to create an ad in Facebook first, more information can be found about the process here: https://en-gb.facebook.com/business/ads.
Navigate to Admin > Integrations and scroll down the page to find Facebook Lead Ads and click on Activate.
Then click on Subscribe Facebook Page.
A new window will open and you will need to log into Facebook with your credentials.
Then select a page from the list – this selection determines which leads will be brought into CRM.
If you need to change your list selection, you can click on the Unsubscribe Page button and then choose another list. When you have finalised your selection, click on Finish.
- Navigate to Marketing > Web Forms.
- Click on New Web Form to create a new form.
- Set the value for Type to Default and Related To to Opportunity as per the following example.
You then need to add fields to the form by dragging and dropping them from the groups on the right to the middle of the form, as shown in the following example.
Note that you will need to add fields from AT LEAST the Contact and Opportunity sections on the right – these fields will be used to house data pulled through from Facebook.
Any required fields are marked with an asterisk (*), as per the following example showing the Opportunity Subject as required.
In addition to the required by system fields, you should add the Opportunity Description field as this field will be used to contain all the values from the Facebook form fields.
All other settings and configuration actions don’t differ from the standard Web Form creation process. After all the required fields will be configured click on the Save & Close button.
Once you have saved your Web Form, click on Code For Facebook Lead Ads Form to reveal the code and press the Copy button.
You will need to paste this code in when you are configuring your Facebook form in the next step.
Open “Facebook Business Suite”.
In “More Tools” click on “Instant Forms”.
Select a target page at the top of the “Instant Forms” page.
Click on “Create Form” button and create new form.
Fill out all the needed fields in the “Content” tab.
When the form content is complete, go to the “Settings” tab.
- In the “Field Names” section you should change the default names of fields by names from the CRM Web Form you previously created.
- In this step, you make mapping for the fields in Facebook and CRM forms.
- The fields: “full_name”, “first_name”, “last_name”, “email” have programmatically mapped but could be renamed into the “CRM” manner too, like “Contact.FirstName” etc.
In the “Tracking Parameters” section you MUST add the “WebFormUrl” parameter. The value for this is what you copied in the CRM Web Form earlier.
After all the configuration is complete – click on the “Publish” button.
Login into the Facebook if needed.
Select the Facebook page which was subscribed previously in CRM when you set up the integration.
Select the Facebook form that you created previously.
Click on the “Create lead” button.
After this you can track the status by click on “Track status” button.
After this you may check the received data in CRM in the Web Form you previously created. Just open the form and go to the Completed Forms tab.
You should also be able to see the new Opportunity that has been created.
Then go to Contacts to see the new record that has been created (if the Contact did not already exist).
Note that the Facebook “Lead Ads Testing Tool” allows creating only one test lead. So, if you need to produce a test more than once, you need to delete the test lead first by click on the “Delete lead” button.