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Setting up Meta Leads

To gain access to Online Ads Meta Leads, Customer Engagement users should contact their Voyado account manager.

A single Meta account can only be connected to one site in OSM. However, a Meta account can contain multiple lead forms. So if you have several markets, it is possible to map each market to a separate form in the same Meta account. For example, if a Meta account contains separate forms for Sweden, Norway, and Denmark, all three forms can be connected through the same Onsite site.

How it works summary

  1. Connect your Facebook Business account to Voyado Customer Engagement
  2. Choose your Facebook Pages and lead forms to sync
  3. Map the data fields to Customer Engagement attributes
  4. Set up automations or flows to activate those leads

Setting up the integration

The setup and configuration of the Meta Leads integration is done like this:

  1. Create contact attribute

    To track what form the customer has arrived from, go to Config Hub and create a custom attribute called customSource of type String.

    Do it like this:

    meta-leads-setup-01.png

     

  2. Initial leads setup

    Log in to Onsite Manager:

    Take me to Onsite Manager

    Or go to Config Hub again, where you can configure Lead Ads.

    Take me to Config Hub

    meta-leads-setup-02.png

    If you don't see Lead Ads in Config Hub, contact Voyado support.

    Contact Voyado Support

  3. Accelerator setup

    In Onsite Manager, go to Accelerator Configuration → Accelerators for lead ads.

    If this section is missing, contact Voyado support.

    Contact Voyado Support

    Use your existing site in OSM. Currently, you can only connect to one site in OSM.

  4. Connect to Facebook

    In Onsite Manager, press Actions → Edit.

    In the Facebook section, connect to your Facebook Page.

    Go through the Facebook permission flow.

    The authenticating user must be both Page Admin and Business Admin, and have lead access.

    meta-leads-setup-03.png

    Click Connect. Then you will see this:

    meta-leads-setup-04.png

    Then add the pages you want to connect to:

    meta-leads-setup-05.png

    Then add the businesses you want to connect to:

    meta-leads-setup-06.png

    Press Save. You should now be authenticated with Facebook.

  5. Form mapping

    Once connected, Customer Engagement will pull in your Facebook Lead Forms.

    If no forms are visible, ensure one is created in Facebook for your campaign.

    Choose the form you want and then map its fields to Customer Engagement.

    The Get forms button will fetch all the forms on your page that you can connect to Voyado Customer Engagement.

    Once you've done that, you will get a list of forms under Meta forms.

    Press the form that you want to connect to Voyado Customer Engagement, then press Get fields.

    This will retrieve all the fields on that specific form.

    Map the fields as shown in the image.

    Then press Save.

    meta-leads-setup-07.png

  6. CRM verification in Facebook

    Go to Facebook Business Settings.

    Navigate to Settings → Forms → CRM-configuration.

    Ensure Voyado Lead Ads is assigned.

    Then go to Settings → Integrations → Lead Access.

    If not connected, select Assign CRM and select the app Voyado Lead Ads.

Testing the integration

You can test your form directly in Meta Ads or manually using Meta's Lead Ads Testing Tool.

You can see these steps in this video:

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