How to launch a lead generation campaign with Meta Lead Ads

Key steps 40 steps

1. 1 Log into your Ads Manager guided creation panel here.
2. 2 If you’re managing multiple Ad Accounts and Business Managers, ensure you’ve selected the right ones on the top header
3. 3 Click the ‘+ Create’ button under the ‘Campaigns’ tab.
4. 4 Under ‘Choose a Campaign Objective,’ select ‘Leads’ and click ‘Continue’:
5. 5 Name your campaign according to your naming convention. You will need to declare whether your ads are related to credit, employment, housing, or social issues, elections, or politics.
6. 6 First, you need to decide if you need Meta to help you distribute your overall budget according to your ad-set performance or if you prefer to set the limit yourself.
7. 7 Scroll down to the furthest and see ‘Campaign bid strategy.’ Click on the drop-down button.
8. 8 You will see options appear, and you need to decide the best strategy for your campaign.
9. 9 Scroll down to the furthest and see ‘Ad scheduling’. Check the box and wait until you see the green mark to ensure all edits are saved. Then click ‘Next’.
10. 10 That’s it for setting up the campaign.
11. 11 If you’re at the ‘Campaign’ tab, click the next tab beside the Campaign tab or below the Campaign at the left panel.
12. 12 Under ‘Conversion location,’ we will choose the ‘Instant Form’ for this SOP. You can click on ‘See recommendations’ to explore your choices.’
13. 13 Under ‘Facebook Page’, you will see an error prompt beside the Facebook Page name. Choose the Facebook page you want to promote from the drop-down and click on ‘View Terms’ to accept ‘Lead Ad Terms’.
14. 14 Read the ‘Lead Ad Terms’ and click ‘I Agree to the Terms and Conditions’ if you have no objections.
15. 15 Under ‘Cost per result goal’, you should enter the amount if you have a certain cost per result to achieve. This is optional, and you need scroll down after that.
16. 16 Choose your budget settings between the two below.
17. 17 Take note of errors suggested by Facebook on the right sidebar. For example, if you want to extend your ad schedule to November 2021, you will need to increase your budget.
18. 18 Scroll down to' Audience' on the ‘Ad Set’ setup. You have a few choices for setting up the Audience, depending on your targeting strategy and the interaction between your business and people.
19. 19 Choose between the two below for the placement of your Ads.
20. 20 All changes made will be automatically saved in drafts, as indicated by the green check bottom left portion of your current dashboard.
21. 21 Click the tab ‘New Leads Ad’(default name) beside the Ad Set tab or below the Ad Set at the left panel.
22. 22 You can name your Ads by manually entering the name or using the template.
23. 23 Switch the button to on until it turns blue and choose your method to connect with the brand, either by searching their identity or inputting the Ad code provided.
24. 24 Under ‘Format’, you can scroll down to see that you can choose two formats: Single Image/Video & Carousel:
25. 25 You can set where you want your ads will appear on Facebook under Media. Click on the drop-down button to choose.
26. 26 You must enter your Ad’s Primary text, Headline, and description. Then select the action button to display on the Ad, which you think encourages your audience to fill up the form. Switch on the ‘Ad preview’ if you wish to see the entire Ad layout.
27. 27 You can now start designing your Lead Form. Start by naming your form according to your naming convention:
28. 28 Click the ‘Settings’ tab, and under ‘Language’, choose the language your targeted audience uses in the dropdown, and we recommend choosing ‘Open’ as a ‘Sharing’ form. But if you wish to only deliver this form to people who have seen your Ads, choose ‘Restricted’.
29. 29 Go back to the ‘Content’ tab → Select your form type:
30. 30 Under ‘Intro,’ you must select the background image source to upload the image and enter the ‘Greeting’ text. You can preview your form at the right panel while editing.
31. 31 Under ‘Questions’, it is divided into two sections. ‘Custom Questions’ and ‘Prefill Questions’. Before setting this up, we recommend reading Prohibited Questions and Examples Questions. If you want to know more about setting up questions, read the following reminder. Otherwise, skip to ‘Custom Questions’ or ‘Prefill Questions’ on this SOP based on your preference.
32. 32 Add fields specific to your business or offers that need to be customized.
33. 33 This is where you configure user information. Any field you select in this section will be prefilled with the user’s profile data, making it much more likely for them to submit your form since they don’t need to fill out those fields themselves. You can also explain why you need their contact information in ‘Description’.
34. 34 Under ‘Privacy Policy’, include your company’s privacy policy link. The appearance of this on your form will be displayed on the right panel.
35. 35 Check “Add a custom disclaimer” if adding a link to your privacy policy is not enough in your jurisdiction.
36. 36 Configure the message you want your user to see once they’ve submitted your form and where you want the CTA (Call-to-action) to link to. You have choices as to the form of CTA you wish to use.
37. 37 You can preview your ad using the sidebar on the right. If you’re satisfied, click ‘Publish’ (under the Ad preview) to publish your form.
38. 38 In the Meta Ads Manager main dashboard, you will see that ALL the ‘Campaigns,’ ‘Ad Sets’, and ‘Ads’ tabs already have ‘1 Selected’ item in them. Click the ‘Review & Publish’ button.
39. 39 You can review ALL the changes you’ve made (Draft items). If everything looks good, finally click ‘Publish’.
40. 40 That’s it! Your campaign is now being reviewed.

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