In this article, you'll learn how to use VipeCloud's integration with Facebook Lead Ads. This enables you to run ads on Facebook for leads that use Facebook's forms which then create leads that are added as Contacts automatically in your VipeCloud account. Optionally, you can then have automations trigger once those Contacts are added.
Step 1: Connect The VipeCloud Leads App To Your Facebook Account
Navigate to Automations>Facebook Lead Ads and click "Connect the VipeCloud Lead Ads app":
This will send you to Facebook. If you already have an active session with Facebook in that browser, then you won't need to log in and you can click "Continue As [Your Name]". Otherwise, log in to your Facebook account.
Next, Facebook will ask you to choose the Pages you want VipeCloud Lead Parsing to access - select "Opt in to all current and future Pages". This will save you headaches in the future if you add Pages later that you want this integration to work with.
Select "Opt in to all current and future Businesses" on the next page:
Proceed through the next two pages and you'll be sent back to VipeCloud.
VipeCloud will automatically pop open a window on the right side that allows you to select which Pages you want VipeCloud to retrieve leads from for your ads. Here you can feel free to only select the ones you actually want right now. Click OK to confirm.
This completes the connection process! You're now ready to proceed to the next step.
Step 2: Create Your Ad On Facebook
Disclaimer: our goal in this guide is to help with the technical setup of creating a campaign that will be able to integrate with VipeCloud and successfully create Contacts. Digital ad campaigns can be complex from a strategic standpoint, and we aren't experts in this area. If you seek this kind of advice, we recommend consulting experts. Nonetheless, we have compiled some advice that serves as a good starting point, along with a helpful YouTube video. View that here.
Click "Ads Manager" in VipeCloud:
In Facebook Campaigns, click "+ Create" to create a new Campaign:
Choose Leads, then click Continue:
Choose Manual Leads Campaign and click Continue:
You'll see many options in the page that loads up. For the best way to set up and configure your campaign, we recommend that you look to sources that are experts in this kind of digital campaign. This guide is just to help you with understanding how to configure a campaign that will work with VipeCloud's integration, so we are going to skip over many of the settings that are available here.
Name your Campaign:
On the next page, name your ad set and choose "Instant Forms":
Choose the Page that you'll be using to promote your ad campaign. Note that it must be a Page and not a personal profile that is used in your campaign:
On the next page, you'll need to create a Form for your ad. This is a very important step because it is this form that will be collecting the information from your Leads that gets added into VipeCloud to create Contacts for you. So make sure you create form fields in Facebook for all of the information you will be collecting.
If this is the first form you've made for a campaign like this in Facebook, then you'll need to create a new form. If you've made forms in the past, then you can select an existing form (like pictured in the screenshot below):
To create a new form, click "Create form" as pictured above.
You can name your Form on the page below. And it's up to you which form type you choose. When in doubt, choose More volume:
On the next page, you can style your form how you like. Give it a headline, description, even a background image if you like. You'll see a preview of your form on the right side. Click Next when you are ready:
Now for the form questions. This is the information that you'll be collecting from your leads that gets added to their contact record in VipeCloud. Email and full name are the default fields that Facebook collects, but if you want to add any additional questions (like phone number), click "Add Category". When ready, click Next:
On the next page you need to add a Privacy Policy. Put a link to your company's privacy policy in the link field and click Next when ready:
Click If You Don't Have A Privacy Policy
Click If You Don't Have A Privacy Policy
If you do have a privacy policy, you can ignore this section.
Facebook requires that one have a privacy policy in order to create this type of ad campaign. We've created guides for how to create one based on whether you have a website or not.
Once you've created your privacy policy and have added the link to the privacy policy link field in Facebook, you can proceed below.
On the last page, set the call to action that suits you. You can send people to your website, prompt them to give you a call, or provide them with a download. When done, hit the Create form button:
Congrats! You've created your form! On this last page, you are able to publish your ad, but we recommend that you first finish setting up your integration with VipeCloud and test that your form is working and is adding leads to VipeCloud. Click the Close button in the bottom left to close out. Head back to VipeCloud for the next step.
Step 3: Map your Lead Form fields
Now we're back In VipeCloud on the Facebook Lead Ads page, found under Automation>Facebook Lead Ads.
You'll see a list of the forms that are available for your Facebook Lead Ads now on your Lead Forms page:
If you don't see the forms that you expect, then make sure that you have the right Facebook Pages connected. You can do this by clicking the "Edit Connected Pages" button.
Click Create Field Mapping to map the fields from your form to fields in your Contacts. This ensures that the right data goes to the right places on a contact record:
Here your main focus should be on the area in the red box. In each row, to the left you're seeing the field that is in the Facebook form and you're matching it to the field in VipeCloud in the dropdown.
You'll see in this example that the Phone number field is showing "Leave As Form Field" in the dropdown. This means that it's not going to add it to the contact record in VipeCloud. In some cases this might be desirable. However, if you DO want it to be added to your Contact in VipeCloud, you'll need to click the dropdown and choose the correct VipeCloud field for the data - in this case, we'll choose "Mobile Phone".
Also note that your account might display less settings than you see in the screenshot. That's ok. These settings are used for less common scenarios.
For Users whose accounts do include these settings, click on the headers below to learn more about each:
Replace Field Dropdown
Replace Field Dropdown
Most users won't need to change this from "Replace".
This handles the scenario that a contact fills out your form multiple times and how VipeCloud handles the new data that's given to you.
Replace means that upon them filling out the form the second time, VipeCloud will replace the old data with the new.
This works for most fields because most fields shouldn't have duplicated data. So for instance when you receive their name the second time, you don't wind up with their first name in their first name field 2x.
Add To means that it will add the new data to the existing data.
This is best handled for a "notes" type field. Like if you are asking them in the Facebook form "What are your fitness goals?" This would mean that your VipeCloud field will keep their old answers in the field AND it will add the newest answers onto the end of the field. So you aren't losing any of their data.
Other Mapping
Other Mapping
This setting is useful for adding a field value to every lead that comes through this automation. For instance, you might have a "Lead Source" custom field in your CRM. You could set it so that every contact that is added from Facebook has the Lead Source custom field set to "FB Lead Ads".
Actions
Actions
There are two actions that are currently available:
Assign to User: if you have a multi-user account, this allows you to assign leads to other users in your account.
Add to Contact List: this allows you to add every lead that comes through to a Contact List. You can have Automations trigger this way by setting an Automation to be triggered when Contacts are added to that Contact List. You can learn more about how to do this in this article.
Click Save Mapping when you are done.
Step 4: Test The Integration
Click Lead Ads Testing to open Facebook's testing tool:
In the Lead Ads Testing Tool, make sure the correct Page and Form are selected in the dropdowns:
Click "Preview Form" to view a sample form and choose what data will be submitted in your test.
Important: note that if you have automations set up, they WILL run when you submit your test so make sure you don't use contact info you aren't willing to have receive communications based on your automations.
Click Continue when done with the form.
Click Create Lead when ready to have the lead submitted to VipeCloud.
To view the created Lead, go to the Leads tab and it will appear at the top of the table:
This is also where you can view all of the leads that are coming in from your ads.