Facebook Lead Ads

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 page and ad account permissions. 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 manually search for it or enable it. 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.

If you have not added them, Please follow the steps to add people/users first. How to add users to your business?  Remember that this business manager role differs from Page Role; the Page Role must still be the Admin.

Use supported custom fields listed below:

• TEXT
• LARGE_TEXT
• NUMERICAL
• PHONE
• MONETARY
• SINGLE_OPTIONS
• DATE
• DROPDOWN 
• RADIO OPTIONS
• CHECKBOX 

How to directly integrate Facebook Leads Ads

Facebook form mapping has moved under location settings > integrations > Facebook Form Field Mapping.

Troubleshooting

Why are my Lead Ads not making it into my Account?

1. Are you an admin of the Facebook page - How to add an admin to my Business Manager

   
   

2. Can you confirm that the correct FB Lead Ad form is selected in your Facebook ads manager and matches the one in your Account? - https://web.facebook.com/business/tools/ads-manager

   
   

3. Now in your 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.

   
   

4. 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?

   
   

Link mentioned in the video - https://www.facebook.com/settings?tab=business_tools&ref=settings

6. 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 Account.

7. 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.

A Facebook Token Has Expired In my Account; why does this happen, and How to Fix This?

If you received an email with a subject that says "Important: Facebook connection has expired.", this means that the Facebook integration for one of your Sub-accounts has become disconnected.

Why Did This Connection Break?

Several reasons could cause the integration to break. The most common are: 

• A user changes their password
• The Facebook token naturally expires after some time
• A user de-authorizes your app
• A user logs out of Facebook
• A user changes page permission or adds/removes a user
• A virtual assistant in another country logs in without using a VPN

To reconnect:

1. Select the account indicated in the email you received from the "Switch To An Account" dropdown

2. In the left-hand sidebar, click "Settings."

3. From the sidebar, click "Integrations."

4. Click the "Connected" button to disconnect the broken integration under the Facebook icon. Click on Connect again to reconnect

5. In the window that pops up, continue as yourself, select the Facebook page that you want to connect, then click the "Connect Page" button

Common Errors

Page Quality Issue : 

• Users need to switch to the Facebook page on Facebook, Go to this link and raise a support ticket with Facebook if there is an issue.

• FB Support Doc:

  

Permission Issue: 

• Go to this link.
• And then this link

• Check if all the permission are enabled for all pages.

  

Instagram Connection/messages Check:

• Switch your logged-in user to the desired Fb page and go to this link.

  

  
  
  

• Check if messaging is enabled.

  

  
  
  
• If the page is connected, but your IG page is still not visible as an option in your CRM. Please do a hard reset and then attempt to connect.

Messenger/ Instagram not syncing all messages:

• Switch to the desired FB page and go to this link

  

  

Leads, not syncing Issue:

• User Added to business(EMPLOYEE OR ADMIN)

  

  
  
  

• FB Page Admin:

  

  
  
  
• Ad Account Check:

  • Page Owner should Match with Ad Account Owner

    

    
    
    

• Integration Lead Access Check:

  

  

  • If you are still not receiving the leads. Click on Restore Default Access  it and check it again.

How to connect Instagram Account to the FB page or verify it is connected:

Log in to Facebook and click Pages in the left menu.

 Select your Facebook page(Switch to the FB page), then click Settings

1. 

   Select Linked Accounts in the left column.

   Select Instagram, then connect your account.

   If it is already connected, we can verify this.

   
   

   

   
   
   

   If it is not connected. It will show like below

   

Pages Missing

• Log in to Facebook and click on your profile photo in the top right corner.
• Select “See all profiles” and choose the Page you want to grant access to.
• Click the profile picture of your Page in the top right to navigate to your Page.
• Click “Manage,” then select “Page access” on the left under “Your tools.”
• Next to “People with Facebook access,” click “Add New.”
• Click “Next,” and then enter the name or email address of the person you want to grant Facebook access to. Finally, click on their name.
• You can now choose to grant either partial or full control over the Page:
  • For partial control, scroll down and click “Give Access.”
  • For full control, scroll down, click to grant full control, and then click “Give Access.”
• Type in your Facebook password to confirm the action, then click “Confirm.”
• The person you’ve granted access to will receive an email invitation to accept your invitation to access the Page.

By following these steps, we’ll successfully grant admin access to the user who will be connecting the Facebook account from the CRM. This will allow them to manage the Page in the new Pages experience. After granting the admin access to the user, they would be able to successfully add the Facebook page to the CRM.