The Facebook Lead Ads integration allows you to collect leads directly from Facebook Ads and have them automatically synced with Aesthetix CRM. With this integration, you can easily capture contact information from potential customers interested in your products or services on Facebook and quickly follow up with them through Aesthetix CRM. By automating the lead capture process, you can save time and improve the efficiency of your sales and marketing efforts.
Pre-requisites for Facebook Lead Ads
Access: You must have access to the Facebook page for which you're creating lead ads. Refer to this Facebook Help article on how to give someone a role on your Page.
Ownership: Ensure the same user owns the page and the ad account. For business-level integrations, the owner of the page and the ad account must be the same. More on this in the Facebook help section on Ad account roles.
Permissions: Verify that you have the required permissions for the page and ad account. You should ideally have admin or manage permissions. To understand different levels of permissions, refer to Facebook Pages roles and Ads permissions. The user trying to integrate the Facebook Page into the CRM will need to be an admin of the Facebook Business page and have Lead Access Permission to access Lead data (A requirement set by Facebook).
Ad Account Check: Confirm your page is connected to the appropriate ad account. To do this, navigate to the Ad Account settings and verify the connected page. More on how to navigate your ad account settings.
Visibility: Note that only individuals with relevant permissions can see the owners of ad accounts. For details, check Facebook's guide on user permissions for ad accounts.
Leads Access: Check if you have lead access. If the lead connector isn't showing, you may need to search for it or enable it manually. For issues related to leads not syncing, refer to Facebook's troubleshooting guide for lead ads.
LeadConnector will need access to the Facebook Business Manager and Business Page from which you run the Facebook Lead Ad.
If you have moved your page to the New Pages Experience, You can allow trusted people to manage some of your Facebook business pages. You can give some people access to certain parts of your Facebook page without giving them full access.
Open business manager > Left navigation > Users > People. If you have added the person, who will be integrating the FB page to the CRM, there already: they will appear at the center of the page.
Click on the name and see more details, like the role. The role needs to have Admin or Employee access.
Custom Fields in Lead Ads
When creating the custom fields for the Lead Ad in the CRM, please make sure to use the supported custom fields listed below:
Supported custom fields when using Facebook Lead Ads:
TEXT
LARGE_TEXT
NUMERICAL
PHONE
MONETARY
SINGLE_OPTIONS
DATE
DROPDOWN
RADIO OPTIONS
CHECKBOX
Walk-Through Video of Connecting Facebook Lead Ad Integration
IMPORTANT: Only the User that integrated the FB page will be able to see that page in the dropdown of pages. They need to be the admin of that FB page to see it in the dropdown of pages and will no longer see other accounts' FB Pages in the list.
Troubleshooting Tips
Why are my Lead Ads not making it into my Sub-Account?
Are you an admin of the Facebook page - How to add an admin to my Business Manager
Can you confirm that the correct FB Lead Ad form is selected in your Facebook ads manager and matches the one in your Sub-Account? - https://web.facebook.com/business/tools/ads-manager
Now in your Sub-Account, check in settings> integrations > Facebook form fields mapping if there is a blue tick mark next to the form you have selected in ads manager.
If you are, in fact, the FB Admin, can you try this to confirm if Lead Connector is accessible and can allow access to your page?
Once you have completed the steps in the video above, please use the Facebook leads ads testing tool to see if leads are now being added to your Sub-Account.
IMPORTANT:
When testing are you able to locate the App ID 390181264778064? If the app ID does not show up, then LeadConnector does not have access. If that is the case please continue to step 7 below. If Facebook Lead Ads are not coming into the CRM Please try using unique contact info as explained in the video below:
If you see that LeadConnector access to your page has been revoked or the App ID is not coming up, you will manually need to assign Lead access permissions to LeadConnector on Facebook:
i. Go to Business Suite.
ii. If you don't have access to Business Suite, go to Business Settings and select your business, skip to step (v)
iii. Click the dropdown in the top-left corner and choose your business account.
iv. Click Settings in the bottom-left corner.
v. Click More Business Settings.
vi. Click Integrations in the left menu, then click Leads Access.
vii. Click Assign CRMs. You'll see a list of CRM systems integrated with your Facebook Page.
viii. Check the circle next to LeadConnector, then click Assign.
IMPORTANT: The Page Admin who granted permissions to LeadConnector must continue to have access permission or else LeadConnector will fail to fetch data.