How to Set Up a Facebook Lead Forms Campaign: Step-by-Step SOP

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🔁 Step 1: Internal Request & Strategic Use #

The process starts with the Client Success Manager (CSM):

• Creates a campaign request in ClickUp.
• Tags both the Media Buyer (MB) and IT Department.

💡 Pro Tip: Lead Form campaigns are especially helpful when a conversion campaign is underperforming or when you need to quickly increase lead volume.

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🛠 Step 2: IT Asset Setup #

The Media Buyer must:

• Request the Informative Opt-In Link from IT.
• Find the Privacy Policy URL at the bottom of the regular opt-in/voucher page.

These links will be added to the lead form for compliance.

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🎯 Step 3: Media Buyer Builds the Campaign #

Once the links are available, the MB creates the campaign with the Lead Generation objective and selects Instant Forms.

How to Set It Up in Meta: #

1. Go to Ads Manager > Create New Campaign
2. Choose Lead Generation
3. Select Instant Form as the conversion location
4. Pick the correct Facebook Page
5. Ensure you have lead form permissions for that Page

At the Ad Set level:

• Accept the Facebook Page Terms & Conditions
• Performance Goal: Maximize the number of conversion leads
• Use the same geo, placements, age ranges, and language as you would for a conversion campaign

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⚙️ Step 4: Create the Lead Form #

In the Ad setup screen:

• Form Name Format:
  PE Agcy_Campaign Name_Date
• Build the form using:
  • Privacy Policy URL (from voucher page)
  • Informative Opt-In Link (from IT)

🧠 Need Help Creating a High-Quality Form? #

Ask ChatGPT:

“Help me create a Facebook Instant Form to increase lead quality with 3 qualifying questions for [insert treatment/service].”

Detailed Form Settings: #

1. Form Type:
   • Select Higher Intent
   • Disable Flexible Form Delivery
2. Questions Section:
   • Add 3 qualifying questions (e.g. goals, treatment interest, budget)
   • Use dropdowns/multiple choice to reduce friction
3. Contact Information: Match the fields from the voucher:
   • First Name
   • Last Name
   • Email
   • Phone Number
4. Privacy Policy:
   • Add the Privacy Policy URL
5. Review Screen:
   • Enable so users can confirm their information
6. Thank You Screen:
   • Add a Headline and Description
   • Under Additional Action:
     • Select Go to Website
     • Paste the Informative Opt-In Link
     • Choose a CTA (e.g. “Claim Offer”)
7. Click “Create Form” to finish

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🔄 Step 4.1: IT Department Mapping for GHL #

After creating the form:

• Send a ClickUp comment to the IT Department including:
  • Form name
  • Confirmation that the form is published
  • Make sure IT has access to the ad account and page permissions

This allows IT to map the form inside Go High Level (GHL) for CRM integration.

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🔌 Step 4.2: API Setup in GHL (for Lead Form to Funnel Integration) #

The Media Buyer should also set up the Conversion API in Go High Level:

1. Go to Workflows in GHL
2. Duplicate the existing template workflow for conversion and name it:
   02. Conversion API Lead Form
3. Inside the duplicated workflow:
   • Under Trigger, select Facebook Lead Form Submitted
   • Set the Facebook Page where the form was created
   • Select the newly created Form Name
   • Click Save Trigger
4. Under Actions, find the FB Conversion API step:
   • Event Type: Funnel Event
   • Paste the Access Token and Pixel ID used on the funnel
5. Click Save Action
6. Change workflow status from Draft to Published
   • Hit Save again

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🧪 Step 5: Test the Form #

Use Meta’s testing tool to verify:

• Go to Facebook Lead Ads Testing Tool
• Select the form and submit a test lead
• Confirm the lead is being captured correctly in the CRM

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✅ Step 6: Submit for QA #

When everything is ready:

1. Submit the campaign to QA in ClickUp, tagging:
   • Andres
   • Evvie
   • CSM
2. Share the ClickUp link in campaign-geo-qa Slack channel, tagging:
   • Evvie
   • Andres

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🚀 Step 7: Launch the Campaign #

Once both the CSM and MB Leads have approved the campaign, you’re clear to go live!