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Creating a Facebook Lead Form in Stack Ad Manager

In this guide, we'll explore how to create a new Facebook lead form using Stack Ad Manager, specifically designed for the Lead Generation objective in Meta ads.

Table of Contents​

Creating a New Facebook Form​

When setting up an Ad Campaign in Stack Ad Manager and choosing the objective of Leads, you can create or select a Facebook Form. Here’s how you can create a new one:

  1. Select or Create a Lead Form:

    • Click the dropdown to either create a new form or select an existing Lead form.
    • Choose 'Create Facebook Form'.

  2. Name Your Form:

    • Enter a name for your Facebook form.

  3. Select Form Type:

    • Choose between More Volume or Higher Intent. The Higher Intent option includes a review step for users to confirm their information.

  4. Add Greetings:

    • Explain why users should complete your form. Include a required headline and an optional paragraph or list.

  5. Configure Questions:

    • Add a description and select the type of information you need from users. This helps determine the quality of the contact.
    • For custom questions, create short descriptions and multiple-choice questions relevant to your form.

  6. Form Field Mapping:

    • Map form fields to contact fields in Stack. This ensures that form submissions are accurately reflected in contact records.

  7. Add Privacy Policy:

  8. Set a Completion Message:

    • After form submission, add a headline, description, and a call to action, such as directing users to a website or initiating a call.

  9. Save the Form:

    • Save your form to proceed with setting your ad objective for Lead Generation.

Using Custom Fields in Ad Manager​

You can enhance your lead forms by using custom fields. These fields allow you to collect additional, tailored information from your leads. When creating a lead form, you can add tracking parameters that sync with Stack’s CRM through form field mapping.

  • Custom Fields: Add custom fields in Stack to appear in the form field mapping section of your lead forms.

For a step-by-step visual guide, refer to the video tutorial on creating and using custom fields.

Reviewing, Mapping, and Duplicating Facebook Lead Forms​

Enhance your lead form management with these features available in Stack Ad Manager:

Accessing Form Review & Mapping Details​

  • When selecting a lead form in the Lead Generation campaign setup, click the pencil/edit icon next to the form name.
  • A modal will open, allowing you to:
    • Preview the form content.
    • Map or update form fields to CRM fields.
    • Ensure accurate and complete lead syncing.

Duplicating a Facebook Form​

  • In the modal, click the "Duplicate Form" button.
  • A new view will open with all fields pre-filled from the original form.
  • Edit the cloned version as needed.
  • Click Create Form to save it as a new Lead Form.

Field Mapping Prompt​

  • If the selected form hasn't been mapped, a prompt will appear below the form selector: "Form fields of the selected form are not mapped, map now."
  • Click “map now” to open the review modal and complete the field mapping process with your CRM fields.