‎Create and Use Meta Lead Forms | Sprinklr Help Center

Create and Use Meta Lead Forms

Updated

17 days ago

Lead ads allow you to find people who may be interested in your products or services and collect information from them. You can create Facebook Lead Forms in Sprinklr Marketing (Ads) to customize and capture information that is important to your business. You will also be able to grow inbound inquiries, email subscriptions, sign-ups, applications, registrations, pre-orders, and more.

To Create Meta Lead Forms Through Ads Tools & Settings

Open a new tab and navigate to Sprinklr Marketing > Advertising > Tools and Settings.
Select Lead Forms within Basic Settings.
On the Lead Forms screen, click + Create Lead Form in the top right corner.
Select Create Facebook Lead Form.
Note:
Access to this feature is controlled by the DP: PAID_FACEBOOK_LEAD_FORM_CREATION_ENABLED. To enable this feature in your environment, reach out to your Success Manager. Alternatively, you can submit a request at
tickets@sprinklr.com.

Fill in the details in the Create Lead Form window. Refer to the table below for the field descriptions.

Create Lead Form - Field Descriptions

Terms	Description
Page	Select a Facebook page.
Form Name	Enter a name for your Lead Form.
Form Type	Customize your form depending on the goal of your Lead Generation campaign. The options you select may affect the volume of submissions and cost per lead. Choose the form type from the following options - More Volume: Use a form that is quick to fill in and submit on a mobile device. Higher Intent: Add a review step that allows people to confirm their information before submitting it.
Intro
Background Image	This is the image that will appear with your context card. The background image will be used from your ad and you can also manually select the image. The recommended image size is 1200 x 628 pixels.
Greeting (Recommended)	Let people know why they should complete your form and any relevant details as a Headline and Description. This will be enabled by default.
Headline	Briefly describe what people will receive.
Description	Enter details that tell people about your product or service. Select from either Paragraph or List layouts for your description.
Questions
Custom Questions	Click + Add Question to add customized questions as required. You can customize your questions either as a Short Answer or Multiple Choice. Note: Sprinklr currently doesn't support conditional logic as it is not available through the API .
Prefill Questions Ask for user information, this will be prefilled from their Facebook account.
Description	Let people know how the information they give you will be used or shared.
Choose the type of information you need	Select the type of information you want to collect from the user. By default, the following options will be pre-selected: Email Full Name
Add Category	Select from the following categories of information you want to collect from your users - Contact Fields: Email, Phone Number, Street Address, City, State, Province, Country, Post Code, Zip Code User Information: Full Name, First Name, Last Name Demographic Questions: Date of Birth, Gender, Marital Status, Relationship Status, Military Status Work Information: Job Title, Work Phone Number, Work Email, Company Name National ID Number: CPF (Brazil), DNI (Argentina), DNI (Peru), RUT (Chile), CC (Columbia), CI (Ecuador), RFC (Mexico)
Privacy Policy Because you will be collecting customer information, you need to include a link to your company's privacy policy. Your link will appear with Facebook's default privacy disclaimer.
Link	Provide your company's privacy policy URL. Note that your privacy policy link can't go directly to a PDF file, JPEG file, Image, or Download.
Link Text	Enter the text that will be linked to your company's privacy policy URL.
Custom Disclaimer	Slide the toggle to add additional notices such as marketing opt-ins or legal disclaimers to the default Facebook privacy disclaimer. Fill in the following fields in your custom disclaimer - Title: Enter terms and conditions for your page. Text: Enter the custom disclaimer. Add New Consent: Click to add a consent checkbox to your lead form. You can make it optional for the user by checking the Optional box next to the Consent field.
Completion Let people who submit their information know what to expect next.
Headline	Enter a headline for your leads to see after they have submitted the form.
Description	Enter an additional description for your leads. For example, 'You can visit our website or exit the form now.'
Call-to-Action Button	Select the desired call to action button.
Call-to-Action Text	Enter the text to appear within the call to action button.
Link	Provide the link you want your leads to be redirected to on clicking the call to action button. Note that the link you use in completion messages can't go directly to a PDF file, JPEG file, Image, or Download.
Form Configuration
Language	Select a language from the drop-down menu. This is the language your audience will see when they view your form.
Sharing	Select for the following on who can submit the form: Restricted - Only people who receive your ad delivery directly can submit this form. Open - Your ad can be shared and anyone can submit this form.
Field Names Change how your field names appear when you export files.
Tracking Parameters You can include tracking parameters to help you identify where your leads come from. These fields won't appear in the form that users see when they submit their information, but you'll be able to see it when you access your leads via API, download, or configured CRM.
Parameter Name	Enter the tracking parameter name. For example, Language.
Parameter Value	Enter the tracking parameter value. For example, English.
Add Parameter	Click to add another tracking parameter.

In the right pane of the Create Lead Form window, you will see a preview of your lead form. Click the next arrow above to view the different parts of your lead form.
Click Create Lead Form in the bottom-right corner to save the lead form.

To Create Meta Leads Form Through Native

Open a new tab and navigate to Sprinklr Marketing > Advertising > Tools & Settings.
Select Lead Forms within Basic Settings.
On the Lead Forms screen, click + Create Lead Form in the top right corner.
Select Create Facebook Lead Form.
On the Create Facebook Lead Form pop-up window, select your Facebook Ad Account and Page.
Click Submit and you will be redirected to the Facebook Lead Ads Form Builder window.

On the Lead Ads Form Builder window, select from the following options and click Next:

New Form - Create a new form and enter all new information.

Duplicate an existing form - Duplicate one of your existing forms and make changes as desired. Refer to the table below for the field descriptions.

Create Lead Form - Field Descriptions (Native)

Terms	Description
Form Type	Customize your form depending on the goal of your Lead Generation campaign. The options you select may affect the volume of submissions and cost per lead. Choose the form type from the following options - ◦More Volume: Use a form that is quick to fill in and submit on a mobile device. ◦Higher Intent: Add a review step that allows people to confirm their information before submitting it.
Intro (Optional) Switch on the toggle to add this section in your lead form
Headline	Briefly describe what people will receive.
	Select from the following: •Use the image from your ad: The image from your ad will appear with your context card. •Use uploaded image: Upload an image from your system. The recommended image size is 1200 x 628 pixels.
Layout	Enter details that tell people about your product or service.
Questions
Headline	Enter a headline to appear above the questions. For example, Sign up by providing your info below.
Email	This is a pre-selected question in your lead form for people to provide their email addresses.
Full Name	This is a pre-selected question in your lead form for people to provide their names.
Add New Question	Click to add customized questions as per your requirements. You can add up to 15 custom questions.
Privacy Policy Provide your company's privacy policy
Link Text	Enter the text that will be linked to your company's privacy policy URL.
Link URL	Provide your company's privacy policy URL.
Add custom disclaimer	Click to add additional notices such as marketing opt-ins or legal disclaimers. The privacy policy will appear with Facebook's default privacy disclaimer.
"Thank You" Screen Customize the screen that your leads will see after they have submitted the form.
Headline	Enter a headline for your leads to see after they have submitted the form.
Description	Enter an additional description for your leads. For example, Your info has been sent to Evoltobor. Tap below to visit Evoltobor.
Button type	Select the desired call to action button.
Button text	Enter the text to appear within the call to action button.
Website Link	Provide the link you want your leads to be redirected to on clicking the call to action button.

Click Finish in the top-right corner, once all the information is filled.
Click Save in the bottom-right corner and proceed to publish your campaign.

To Create Meta Lead Forms Through Ads Composer

Open a new tab and navigate to Sprinklr Marketing > Advertising > Ads Composer.
Select your Facebook Ad account.
Select Leads as your campaign objective and within the Paid Initiative Details section.
Choose Instant Form as the website or app you want to promote.
Enter the other details for your lead generation campaign and proceed to the Creatives section. For more details, refer to Compose Facebook and Instagram Ads.
Within the Creatives section, click + Add another creative.
Click + Add New Creative in the top right corner of the Select Creatives window to build your creative.
Click Add New Lead Form in the right-hand corner of the Lead Form field. This will redirect you to the Facebook Lead Ads Form Builder window.
On the Lead Ads Form Builder window, select from the following options and click Next:
- New Form - Create a new form and enter all new information.
- Duplicate an existing form - Duplicate one of your existing forms and make changes as desired. Refer to the Create Lead Form - Field Descriptions (Native) table above.
Once completed, click Finish in the top-right corner.
Click Save in the bottom-right corner and proceed to publish your campaign.

To Create Meta Lead Forms Through Ads Manager

Open a new tab and navigate to Sprinklr Marketing > Advertising > Ads Manager.
On the Ads Manager window, click the View and Edit icon next to the desired Facebook Lead Generation campaign.
In the Edit window to the right, navigate to the Ad Variant level from the leftmost pane.
In the middle pane, scroll down to the Creatives section and click Edit within Post Details.
In the Creative Details section, scroll down to the Lead Form field and click Add New Lead Form in the right-hand corner.
On the Create Lead Form window, fill in the details. For more information, see Create Lead Form — Field Descriptions.
After you have completed, click Create Lead Form in the bottom-right corner.
From the bottom-right corner of the Ads Manager window, click Review Changes to review your changes.
On the Review Changes window, click Apply Changes.

To Manage Existing Facebook Lead Forms

Open a new tab and navigate to Sprinklr Marketing > Advertising > Tools & Settings.
Select Lead Forms within Basic Settings.
In the Lead Forms window, hover over the vertical ellipsis next to the Lead Form and select from the given options:
- View - Preview the Lead Form.
- Clone and Edit - Click to clone the existing lead form and edit the details of the lead form to create a new lead form.
- Show Activity - Track any updates made to the Lead Form.
- Archive - Archive the lead form.

To Unarchive a Lead Form -

Click the + icon in the Lead Form screen to access the filters.
Select the Status filter and choose the Archived (Facebook) filter value to view all archived Meta Lead Forms.
Hover over the vertical ellipsis next to the Lead Form and select Activate to unarchive the Lead Form.

To Use Facebook Lead Forms in Campaigns

Lead Generation Forms can be created and attached to new campaigns when the Lead Generation objective is selected during the campaign creation flow.

Open a new tab and navigate to Sprinklr Marketing > Advertising > Ads Composer.
Select your Facebook Ad account.
In the Campaign Details section, select Lead Generation as your Campaign Objective.
Enter the other details for your Lead Generation campaign and proceed to the Creatives section. For more information, refer to Compose Facebook & Instagram Ads.
In the Creatives section, click Add New Creative and build your creative.
From the Lead Form drop-down menu, select the lead form you want to use in your creative.
After you have completed, click Save in the bottom-right corner and proceed to publish your campaign.

To Export Leads

You can download leads generated from your Facebook and LinkedIn lead generation campaigns.

Open a new tab and navigate to Sprinklr Marketing > Advertising > Tools & Settings.
Select Lead Forms within Basic Settings.
Click the ellipsis (...) in the top right corner and select Export Lead Forms.
On the Export Lead Forms screen, select the desired date range from the Download leads for drop-down menu.
Click Export to export the leads. A notification will populate once the leads are ready to be download in a spreadsheet.