What’s New?
We're excited to let you know that you can now effortlessly review, map, and duplicate Facebook Lead Forms directly from the Lead Form dropdown while setting up your Lead Generation campaigns within the Ad Manager. This enhancement is designed to streamline your workflow and optimize your lead generation initiatives.
How It Works
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Selecting a Lead Form:
- While creating or editing your Lead Generation campaign, navigate to the “Select a Lead Form” dropdown.
- Click the Pencil/Edit icon next to any form to access the mapping and duplication features.
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Form Preview and Mapping:
- A modal will open, displaying a preview of the lead form alongside a section for form field mapping.
- For unmapped forms, you can initiate mapping to align CRM fields with the Lead Form fields. Already mapped forms allow you to view or update this mapping.
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Duplicating Lead Forms:
- The modal contains a "Duplicate Form" button at the bottom left corner.
- Clicking this button transitions the view to a duplicate of the existing lead form with pre-filled fields. You can edit and create a new lead form with ease.
Additional Improvement
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If a selected lead form hasn’t been mapped, you’ll see a reminder message below the dropdown: “**Form fields of the selected form are not mapped, map now.**”
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By clicking “map now”, you immediately access the review modal to ensure successful lead syncing.
Why it Matters
- Efficient Lead Form Management: Easily preview and reuse existing forms.
- Consistency and Error Prevention: Ensure consistent mapping and avoid campaign errors through proactive notifications.
- Speedy Campaign Launch: Quickly clone successful forms to expedite new campaign setups.
- Streamlined Workflow: Simplifies the process, saving you time and effort.
Notes
- This feature is currently applicable only to Facebook Lead Forms.
- Ensure complete field mapping to prevent lead syncing issues.
- While duplicating forms, all fields are retained and customizable.
For additional tips and assistance, visit our Support Page.
In Case You Missed It
Catch up on other updates, such as the Introducing the Contact Engagement Score for Enhanced Opportunity Management. Stay informed and maximize the potential of your CRM experience!
