How to Download and Export Facebook Lead Ads and Add Them to Campaigns & Workflows in Stack
When using Facebook's Business Suite, you can easily export the information submitted through your Instant Forms. This data can be accessed directly from Business Suite, through Ads Manager, via the API, or through an integrated CRM system. If you don't have a CRM system integrated with Facebook, we recommend downloading your leads data directly from Business Suite.
Downloading Leads Data from Business Suite
To export your leads data, follow these steps:
- Navigate to Business Suite.
- Click on More Tools from the menu.
- Select Instant Forms.
- Locate the form with the leads you wish to export and click Download.
- Choose your download preference:
- Download New Leads: Export only the leads received since your last download.
- Download by Date Range: Export all leads received during a specific time period. After selecting this option, choose your preferred date range and click Download.
A window will appear with your form information. Click CSV to download the leads data in your preferred file format.
Note: You have 90 days from the time a lead submits their form to download their information. Leads expire after 90 days, so it's best to export your leads data regularly.
Troubleshooting Download Issues
If you encounter issues downloading your leads file, consider the following:
- The lead might have been generated through organic reach or an ad preview.
- You might not have advertiser privileges on the ad account that created the lead ad campaign.
To resolve access issues:
- Check with your Business Manager admin for any customized access permissions in Leads Access Manager.
- If permissions are customized, ensure you have the correct access. Only individuals with assigned access permissions can download leads.
Importing Leads into Stack
Once you've downloaded your leads data, you can import it into Stack and add the leads to your campaigns or workflows.
Importing Leads with the New UI
- Navigate to Contacts and click on Import Contacts Bulk Action.
- Select your CSV file and click Next.
- Map the fields from your Facebook Lead Form to the corresponding Stack fields, then click Next.
- On the Details tab, click the Advanced dropdown. Optionally, add a tag for these leads.
- Toggle on Add To Workflow/Campaign and select the desired Workflow or Campaign to add the leads from the CSV.
Importing Leads with the Old UI
- Navigate to Contacts and click on Import Contacts Bulk Action.
- Select your CSV file and click Next.
- Map the fields from your Facebook Lead Form to the corresponding Stack fields, then click Next.
- Review the sample data and click Continue.
- Select your Duplication Strategy.
- Select or create a tag to apply to everyone in the CSV.
- In filters, type the tag, then select the tag you created.
- Select all contacts.
- Click the Add To Campaign/Workflow Bulk Action.
- Click Proceed, select the Campaign/Workflow from the dropdown, give the action a name, then click the Add to Campaign/Workflow button.
By following these steps, you can effectively manage your Facebook leads within Stack, ensuring they are integrated into your marketing efforts seamlessly.