Facebook Forms - 🎥


If you are running any Facebook LeadAd Forms you can link these directly into your campaigns within a few clicks so you don't have to manually download leads from Facebook. By connecting your Facebook lead ad forms to your LeadByte campaign you benefit from real-time lead transfer, which is critical if you are selling leads or using auto-responders to nurture leads.

Step 1 - Check Permissions

The most common reason for not being able to connect is due to the fact that the user does not have the correct permissions, both Business Settings AND Personal Facebook settings.  Please ensure the below are checked and set correctly in your Business Settings and Personal profile settings before you contact us.

Under Facebook Business Settings

1. Account > Pages
You should be listed under People. To avoid any problems, we advise Full Control permission.

2. Account > Ad Accounts
You should be listed under People under the specific Ad Account. This permission does not appear to be required however to avoid any problems, we advise Full Control permission.

3. Integrations > Lead Access
Note, once you have connected your LeadByte campaign to the Facebook Form, the LeadByte App (Direct) will appear under the CRM section as a "Connected CRM".

4. Ensure you have the correct permissions enabled under "What is LeadByte App (Direct) allowed to do?" when you connect of the first time.  See visual illustrations below.

Pages & Lead Access View


CRM (LeadByte App) Permission

What is LeadByte App (Direct) allowed to do?
You need to ensure you have the correct permissions toggled on here (highlighted in red).

When you connect to Facebook from LeadByte you will see this screen.  Click "Edit Settings".


When you see this screen click "Next".



Ensure all the permissions are toggled on else it will not work.  By default, all of these permissions should be enabled (toggled on).


Step 2 - Create Your Facebook Forms / Update Labels in LeadByte

You've either got existing forms that you want to connect to OR you are starting from scratch.  Either way you need to connect LeadByte to the forms.  Below are some points to consider / take action on:

Fields Mapping
Whatever you call your fields in Facebook under the Form Settings menu, it is important that the name exists in LeadByte either as the database field name or the label.  For example, in LeadByte "phone1" is the database field but you can update the label to "telephone" if that is what your Facebook field is called.  If the field name is not set in LeadByte the data value will not be stored.  Facebook does not allow you to edit the fields once it is live

If you are creating a form from scratch we advise the following:

- Use the database field name in LeadByte i.e. Phone1

- Avoid using spaces or special characters i.e. ?,!,£$

If you want to pass in any static values we advise you use the Tracking Parameters section of the form menu.


The Form Configuration is where you can set the name of the fields that will be posted to LeadByte.  You can not change existing forms in Facebook so you will need to be sure the field labels in the LeadByte Campaign match the field names in Facebook.  If you can not see the field names in Facebook you will need to COPY the form to see the field names.

Step 3 - Connecting to Facebook from LeadByte
You connect to Facebook forms from Campaign Settings within LeadByte.  To get started, edit your campaign and scroll down to "Facebook Leads" section.  You select Add Integration and then connect with Facebook.  Once you have done this, you should be able to navigate your way through the select options.  Our advice is that you create the supplier Facebook and select Facebook as the Supplier (which is optional).


Step 4 - Testing
We advise that you test from Facebook using their testing tool before pushing live.  This can be found here:  https://developers.facebook.com/tools/lead-ads-testing (Make sure you are logged into Facebook).  We advise that you test using both the "Create Lead" function AND the Preview Form Test function.  The latter is more of a true representation of how Facebook will submit the data you want to collect.

When testing there are a few points to consider.  Firstly, when you test the webhook should be making a request to our App ID and you should get a success 200.  Secondly, if you do not see the lead in LeadByte be sure to check system rejections or quarantine.





Changing Passwords - be aware!
This integration works on tokens. By changing your FB password, you break the token meaning your leads will not be collected on LeadByte.  You would have to re-authenticate.  A client had an incident where FB logged them out due to suspicious activity, this also broke the token.  If this happens, remember you can always download your leads from Facebook.

Are you connected to the LeadByte App?
This is our app: https://www.facebook.com/business/help/262210457734906/leadbyte
This is our APP ID: 1393379170781260

Once you are connected, you should see this under Publishing Tools.

Can't see other pages?
Really annoying FB thing!  If you can not see other pages but you are connected to at least one, you will need to check the app permission here: https://www.facebook.com/settings?tab=business_tools This is under your private Facebook page.  Select the LeadByte App (Direct) and tick the pages that you want to grant LeadByte access too.

Facebook Parameter Tracking (for Traffic)
Many of our clients not only use Facebook Lead Ad forms, but generate traffic to their website from Facebook Ads.  Although we are not tracking experts (there are many out there) we aim to give you some basic guidance here on how to get Facebook Ad Campaign data attributed to every lead you generate from Facebook.  If you decide you need help, then we can see who is available outside of LeadByte to help but it will be billable time direct between yourself and the tracking expert we refer you to.  

Add parameters to the end of your website URL to track where your visitors are coming from
If you run ads on Facebook and send clicks to your website, you can pass into the URL parameters that identifies where a click (and hopefully lead) came from.  For example, the Campaign Name, CampaignID, Adset Name, Adset ID etc.  The reason this is important is so you can ultimately optimise your ad spend and/or attribute events (like a Lead Sold) back to conversion attribution software like Hyros or AnyTrack.

How to add parameters to the URL
You should refer to Facebook for an updated list of tags that you can use, but here are the most common used by clients:

Here is an example of how we might track where a lead came from for our own business:

1. https://www.leadbyte.co.uk is the DESTINATION URL (that's what they call it in Facebook).
2. cn, cid, asn, asid, adname and adid are the hidden field values on our form.  You will ultimately include these fields when posting your form data to LeadByte.  These fields (or whatever you use) will need to exist as custom fields against your LeadByte Campaign.
3. {{campaign.name}}, {{campaign.id}} etc are the Facebook tags that generate the values.

When an ad is clicked, Facebook will populate the tags i.e. {{ad.id}} with the actual Ad ID of that Ad.  It would look like this in Facebook (see URL parameters).


External Resources:
https://www.adleaks.com/facebook-url-dynamic-parameters/ is a source that has been shared previously with clients.


How to store those values on my website
You will need to speak to someone technical that knows your setup.  Whether you are using a custom built form or a form builder like LandBot, LeadsHook or HighLevel you will need to store the parameters against hidden fields on the form.  These values would then be passed into LeadByte upon submission.  To store those values in LeadByte you need to ensure that the fields exist in LeadByte.




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