New Instruments & Finest Practices

New Tools & Best Practices

Since their 2015 debut, Fb Lead Technology Kinds (LGFs) have been a strong software for direct response entrepreneurs.

For the primary time, Facebook marketers might harness the ability of the platform’s virtually limitless focusing on capabilities with out directing visitors to a web site.

We have been then capable of create a easy type and have potential prospects fill out their info within the app, even utilizing Fb account information as a pre-fill.

Lead Technology Kinds got here alongside and addressed two of the most important challenges social entrepreneurs confronted when driving lower-funnel targets on Fb: visitors dropoff and touchdown web page conversion charges.

Nevertheless, the pendulum then virtually instantly swung in the wrong way.

By making the expertise as automated and frictionless as attainable, lead technology kinds might simply change into a supply of junk leads.

Because of this, these leads developed a foul fame, in some circumstances. Whereas some advertisers could also be reluctant to do this useful tactic, lead high quality has enormously improved because of current updates in how lead technology kinds are tracked and optimized.


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Listed below are the newest developments and greatest practices that you must know to make the most of Fb Lead Technology Kinds to their fullest potential.

Conversion Leads Vs. Leads

When you’ve created a brand new “Lead Technology” marketing campaign on Fb over the previous few weeks, you may need seen that there’s a brand new possibility below the advert set’s “Optimization for Advert Supply” instruments.

This new optimization possibility is named a Conversion Lead.

Optimization for Ad DeliveryScreenshot from Fb, November 2021

What’s the distinction? Nicely, Conversion Leads are a brand new possibility that makes use of Fb’s Conversions API to enhance the general high quality of the lead.


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Right here’s a easy breakdown:

  • Leads optimize to amount, supplying you with the very best quantity of leads on your finances. This was how Lead Technology campaigns beforehand functioned by default.
  • Conversion Leads use indicators out of your backend information to serve adverts to customers extra prone to be a extra high quality conversion.

Consider it this manner: Anybody can fill out a type and be a Fb “Lead.” However whether or not that “Lead” is of any worth to your corporation depends upon the way it progresses by your gross sales funnel.

Leads can change into MQLs, Prospects, Clients, and so on. – and that each one occurs after the preliminary lead is created, normally in a CRM system.

By connecting your CRM system to Fb by way of the Conversions API (CAPI), now you can ship these funnel phases again to Fb for monitoring and optimization functions.

As an alternative of optimizing to quantity, you can begin optimizing for the kinds of leads that imply extra to your corporation.

Goal for high quality, not amount.

Configuring Your CRM


how conversion leads CRM integration worksScreenshot from Fb, November 2021

Making the most of Conversion Leads in Fb requires integrating your backend information with Fb by the CAPI. The complexity of this course of can range relying on which CRM you utilize.

Detailed directions for methods to configure your CRM for CAPI integration may be discovered here. Some integrations must be constructed from scratch, whereas some companions have current instruments accessible to assist facilitate this with minimal improvement work required.


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As soon as your CRM system is built-in by the CAPI, Fb will then will let you configure your “Gross sales Funnel” in Occasions Supervisor.

Throughout this step, you’ll categorize the offline occasions which can be being despatched again to Fb by the CAPI, and provides the platform an understanding of how Leads progress.

As soon as the gross sales funnel is configured, you’ll be capable to choose a brand new optimization occasion.

This would be the indicator of lead high quality that Fb will use to optimize in the direction of when you choose “Conversion Leads” as your optimization.

Choosing the proper occasion means balancing the quantity of accessible information with the significance of that occasion.

For instance, B2B entrepreneurs could be tempted to pick “Closed Gained” as their optimization occasion, since that could be the ultimate stage of the method.

Nevertheless, there won’t be sufficient information factors to sufficiently train the Facebook algorithm.

That’s why we suggest an occasion that’s each indicative of the standard and plentiful sufficient to maximise the information factors flowing into the platform. For instance, B2B entrepreneurs might use one thing like an “MQL” as an alternative.


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Finest Practices: Fb Lead Technology Kinds

As Michelle Morgan identified in her 2019 article 4 Strategies to Increase Facebook Lead Ad Quality, advertisers can do quite a lot of issues with simply the shape itself to enhance the standard of submissions.

For the reason that Fb platform is consistently evolving, let’s revisit these solutions, together with a number of new updates that may enormously enhance your probabilities of getting the proper folks to boost their hand.

Greater Intent Leads

Provided that lead high quality generally is a persistent concern with Fb LGFs, the very first thing we should always do, counterintuitively to most direct response entrepreneurs, is create just a little friction within the expertise.

higher intent leadsScreenshot from Fb, November 2021

Choosing the “Greater Intent” type sort provides a affirmation display earlier than leads are submitted. Although it could be exhausting to consider, there are a good quantity of people that discover themselves by chance submitting their contact information by way of these kinds.


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You’ll be able to simply scale back this by including that affirmation roadblock, thus guaranteeing that solely individuals who need to do enterprise with you share their information.

The lower in conversion price is usually so negligible for certified leads that I’ve a tough time recommending something however Greater Intent kinds.

Use Customized Questions

Don’t be afraid to ask further questions, particularly in case your earlier LGFs drove plentiful quantity and suspect high quality.

Augmenting potential leads with self-reported data can’t solely enhance the standard of your responses, however it offers your inside gross sales groups extra information to work with through the qualification course of.

custom questions on facebook lead generation formsScreenshot from Fb, November 2021

Fb permits the creation of customized questions that may be both a number of selection or quick solutions. Questions can be structured to comprise fundamental conditional logic primarily based on responses to earlier questions.


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Add further questions within the format that works greatest primarily based in your firm’s qualification standards, and attempt to match the fields as carefully as attainable to the CRM techniques that you simply use. This may be carried out within the Settings part below the Subject names header:

form configuration on facebook lead formsScreenshot from Fb, November 2021

Warning: You could be tempted to create a customized query to ask a person’s electronic mail deal with or contact telephone quantity to require a handbook entry. Whereas that is intelligent, Fb has not too long ago cracked down on this observe, and your type may be rejected.


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Name After Completion

Many advertisers are so centered on the lead type’s questions and mechanics that they usually neglect the post-submission expertise.

Relying on the kind of type and the expertise you’re creating, Fb offers advertisers three choices to pick from to be used on the ultimate display after a lead is submitted.

These “Name to Motion buttons” embrace:

  • Go to web site.
  • Obtain (for gated belongings).
  • Name enterprise.
call to actions for lead submissionsScreenshot from Fb, November 2021

In case your marketing campaign doesn’t embrace giving a person a gated asset (Whitepaper, and so on.), you could be tempted simply to drive your lead submitters to a related touchdown web page. However you can be lacking out on harnessing high-intent customers as quickly as attainable.


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Check a “Name enterprise” CTA, and permit submitters to speak to the proper folks ASAP.

We not too long ago examined this CTA for considered one of our purchasers, and we have been pleased we did.

When given the choice, over 12% of submitters referred to as the quantity, and the qualification price of those high-intent callers was 20% increased than the baseline for the shape leads themselves.

So-called “Pace-to-lead” generally is a drawback for a lot of entrepreneurs, with follow-ups occurring hours and typically days after the preliminary lead is submitted. Including a telephone quantity to the post-submission web page removes that concern virtually totally.

Versatile Kind Supply

In case you missed it, Fb now offers entrepreneurs the choice of converting existing lead forms into automated chats.

This feature is nice as a result of it collects the lead information you’re on the lookout for and permits you to work together with audiences by way of Fb Messenger after the lead is submitted.

flexible form deliveryScreenshot from Fb, November 2021

Lately, Fb has added a brand new choice to the Advert Settings referred to as “Versatile Kind Supply.” Toggling this feature will optimize the kind of expertise (Kind or Chat) to audiences primarily based on conversion chance.


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Some folks choose to fill out kinds. Others are extra energetic on FB Messenger. Testing this feature might enhance your quantity, conversion price, and total high quality by tailoring to the person’s optimum expertise.

The Takeaway

Fb LGFs can drive you a excessive quantity of leads at an environment friendly value per lead. However high quality issues have been a persistent concern for many entrepreneurs.

However because of current developments in offline monitoring and optimization by the Fb Conversions API, entrepreneurs now have extra levers to tug when bettering the qualification price of leads pushed by type campaigns.

With these new developments and battle-tested greatest practices for creating high-converting lead kinds, there’s by no means been a greater time so as to add Fb Lead Technology Kinds to your direct response advertising combine.

Extra Sources:


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Featured Picture: Visible Technology/Shutterstock

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