Facebook Instant Form Guide

this guide walks you through how to connect your meta (facebook) instant forms to ampeducator using the facebook instant form lead provider type once set up, prospects submitted through your facebook or instagram lead forms will automatically appear in your ampeducator prospects list step 1 add a facebook instant form lead provider go to prospects / lead providers / add lead provider set the provider type to facebook instant form enter a provider name that matches your facebook form for easy reference (e g , fall campaign form ) ampeducator will automatically generate a unique id for this provider you can edit it if you’d like, but once saved, it cannot be changed click add to continue note each facebook instant form must be linked to a unique lead provider in ampeducator to ensure correct field mapping step 2 configure facebook integration after adding the lead provider, you'll be taken to the profile page click configure facebook instant form log in using the facebook account that has admin access to the facebook business account admin access to the facebook page(s) connected to the form lead access permissions under business settings > integrations > lead access when prompted we recommend opting in to all current and future pages you can also select specific pages if preferred after permissions are granted, ampeducator will ask you to select the page and the specific form to connect click save once permissions are granted, ampeducator will return you to the lead provider details page you’ll now be prompted to select the correct facebook page and form you want to connect to this lead provider after saving, the form status will display as configured if you ever need to update or change the form, you can click the configure facebook instant form button again and repeat the setup step 3 add ampeducator lead connect in facebook after the form is configured, go back to business settings > leads access > crms in meta if ampeducator lead connect ca (for ca domains) or ampeducator lead connect us (for com domains) does not appear click assign crms search for and select the appropriate ampeducator app click add step 4 configure actions after your form is connected, you can use the actions tab in ampeducator to automate what happens when a new lead is received some examples of actions you can set up send a confirmation email or sms to the prospect tag the prospect automatically (e g , "fall campaign," "instagram lead") assign a specific admissions advisor create a follow up event for your admissions team to create an action click on the actions tab of the lead provider profile click new action choose the action type you want (send email, send sms, create form) optionally, apply filters to target specific leads based on their form responses step 5 configure field mapping use facebook’s lead ads testing tool https //developers facebook com/tools/lead ads testing to identify your form field names select your page and form in the tool hover over the form name to see the exact field names used (e g , first name, email, phone number) in ampeducator, go to the field mapping tab of the lead provider profile click the edit icon next to each field and map the exact field name from your form repeat for all fields you plan to collect custom fields in your facebook form can also be mapped to custom fields in ampeducator step 6 test your connection return to the lead ads testing tool https //developers facebook com/tools/lead ads testing select your form and click create lead to submit a test in ampeducator, go to the submissions tab in your lead provider profile if it doesn’t appear right away, click refresh if the test shows error , click the magnifying glass icon to review the issue common issues include missing or mismatched field mappings step 7 you're connected! once everything is set up correctly leads from facebook will appear automatically in your prospects list any configured default settings (advisor, location, notifications) will be applied you can continue to update field mapping, adjust settings, or track performance under the provider profile need help? if you run into any issues during setup or need assistance with custom field mapping, please contact us at support\@ampeducator com mailto\ support\@ampeducator com