New Tools & Best Practices

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

For the primary time, Fb entrepreneurs might harness the ability of the platform’s virtually limitless focusing on capabilities with out directing visitors to an internet site.

We had been then in a position to create a easy type and have potential clients fill out their data within the app, even utilizing Fb account information as a pre-fill.

Lead Technology Kinds got here alongside and addressed two of the largest challenges social entrepreneurs confronted when driving lower-funnel goals 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 computerized and frictionless as attainable, lead technology varieties might simply turn into a supply of junk leads.


Consequently, these leads developed a nasty popularity, in some circumstances. Whereas some advertisers could also be reluctant to do this priceless tactic, lead high quality has tremendously improved due to current updates in how lead technology varieties are tracked and optimized.


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Listed below are the most recent developments and finest practices it is advisable to know to make the most of Fb Lead Technology Kinds to their fullest potential.

Conversion Leads Vs. Leads

If you happen to’ve created a brand new “Lead Technology” marketing campaign on Fb over the previous few weeks, you might need observed that there’s a brand new choice underneath the advert set’s “Optimization for Advert Supply” instruments.


This new optimization choice known as a Conversion Lead.

Screenshot from Fb, November 2021

What’s the distinction? Properly, Conversion Leads are a brand new choice 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 best quantity of leads to your price range. This was how Lead Technology campaigns beforehand functioned by default.
  • Conversion Leads use indicators out of your backend information to serve advertisements to customers extra more likely 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 is dependent upon the way it progresses by way of your gross sales funnel.

Leads can turn into MQLs, Prospects, Prospects, and many others. – and that every 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 a substitute of optimizing to quantity, you can begin optimizing for the varieties of leads that imply extra to your corporation.

Intention 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 way of the CAPI. The complexity of this course of can range relying on which CRM you employ.

Detailed directions for configure your CRM for CAPI integration will be discovered here. Some integrations should be constructed from scratch, whereas some companions have present 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 way of the CAPI, Fb will then 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 way of 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 of choose a brand new optimization occasion.

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

Deciding on the correct occasion means balancing the quantity of obtainable information with the significance of that occasion.

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

Nevertheless, there won’t be sufficient information factors to sufficiently prepare the Fb algorithm.

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


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Best Practices: Fb Lead Technology Kinds

As Michelle Morgan identified in her 2019 article 4 Methods to Improve Fb Lead Advert High quality, advertisers can do quite a lot of issues with simply the shape itself to enhance the standard of submissions.

Because the Fb platform is continually evolving, let’s revisit these ideas, together with just a few new updates that may tremendously enhance your probabilities of getting the correct individuals to lift their hand.

Larger Intent Leads

Provided that lead high quality could be a persistent concern with Fb LGFs, the very first thing we must always do, counterintuitively to most direct response entrepreneurs, is create slightly friction within the expertise.

higher intent leadsScreenshot from Fb, November 2021

Deciding on the “Larger Intent” type sort provides a affirmation display screen earlier than leads are submitted. Although it is likely to be onerous to imagine, there are a good quantity of people that discover themselves by accident submitting their contact data by way of these varieties.


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You possibly can simply cut back this by including that affirmation roadblock, thus guaranteeing that solely individuals who need to do enterprise with you share their data.

The lower in conversion fee is mostly so negligible for certified leads that I’ve a tough time recommending something however Larger Intent varieties.

Use Customized Questions

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

Augmenting potential leads with self-reported information cannot solely enhance the standard of your responses, but it surely offers your inner gross sales groups extra information to work with in the course of 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 may also be structured to include primary conditional logic primarily based on responses to earlier questions.


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Add extra questions within the format that works finest primarily based in your firm’s qualification standards, and attempt to match the fields as intently as attainable to the CRM techniques that you just use. This may be carried out within the Settings part underneath the Discipline names header:

form configuration on facebook lead formsScreenshot from Fb, November 2021

Warning: You is likely to be tempted to create a customized query to ask a person’s e-mail tackle or contact telephone quantity to require a handbook entry. Whereas that is intelligent, Fb has not too long ago cracked down on this follow, and your type will be rejected.


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Name After Completion

Many advertisers are so targeted 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 out from to be used on the ultimate display screen after a lead is submitted.

These “Name to Motion buttons” embody:

  • Go to web site.
  • Obtain (for gated property).
  • Name enterprise.

call to actions for lead submissionsScreenshot from Fb, November 2021

In case your marketing campaign doesn’t embody giving a person a gated asset (Whitepaper, and many others.), you is likely to be tempted simply to drive your lead submitters to a related touchdown web page. However you would be lacking out on harnessing high-intent clients as quickly as attainable.


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Take a look at a “Name enterprise” CTA, and permit submitters to speak to the correct individuals ASAP.

We not too long ago examined this CTA for one in all our shoppers, and we had been completely satisfied we did.

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

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

Versatile Kind Supply

In case you missed it, Fb now offers entrepreneurs the choice of changing present lead varieties into automated chats.

This selection is nice as a result of it collects the lead data you’re in search of 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 known as “Versatile Kind Supply.” Toggling this feature will optimize the kind of expertise (Kind or Chat) to audiences primarily based on conversion probability.


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Some individuals favor to fill out varieties. Others are extra lively on FB Messenger. Testing this feature might enhance your quantity, conversion fee, 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 due to current developments in offline monitoring and optimization by way of the Fb Conversions API, entrepreneurs now have extra levers to drag when enhancing the qualification fee of leads pushed by way of type campaigns.

With these new developments and battle-tested finest practices for creating high-converting lead varieties, 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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