If you want to automatically feed all of your Facebook Leads into Emercury, this is actually quite easy. In this walkthrough, we’re going to set-up a Facebook Leads campaign and connect it to our Emercury account.
Please be aware that it’s actually easier than it looks:
- In this guide we assume you don’t know anything about Facebook leads, so it involves a lot of explanations and “steps”
- We also assume you’ve never used Integromat before, so we explain things that are otherwise very intuitive to any who has used it before.
- Many of the steps in this guide are only things you do the first time you set up something like this, subsequent integrations involve less steps, as many of these steps do not have to be repeated each time
- Access to Facebook Ad Manager
- A free Integromat Account
If you want you can just follow along with the guide and create an actual facebook campaign and Integromat scenario. Or you may just choose to read as we set up this example so you “get” how it works.
1) Create your Facebook Leads Campaign
Hint: If you already use Facebook Leads and already have some forms, be sure to read through this step, and pay special attention to the part where we define the questions. By default facebook forms are defined to ask for “full name” which is not what we need.
1a) Create a new campaign, and under campaign objective choose “lead generation”
1b) Scroll down to the bottom and enter ad name. In our case “Emercury LeadGen” and click “Save to Draft”.
1c) You will see a warning next to your ad, that’s normal. It just means you haven’t created a form yet.
1d) Click on ad, and scroll down to where it says “Create Lead Form” and click that button
1e) Next, it offers us to create a new form, or duplicate a previous one.
In this case since we’re assuming this is your first go, we’ll go with “create a new form”. If you have forms from previously, choose duplicate as we’ll show you how to make your form Emercury-friendly.
1f) Choose an easy-to-remember name for your form
In the box that opens up you will see that you can choose the name on the top-left. It’s that title that has a pencil icon right next to it. If you click on this, you can type a custom name for this form.
Tip: It’s useful to choose a form name you will easily recognize because this is the name you will have to choose from different dropdown menus and search fields.
In our case, we chose “Emercury Full Stack”.
1g) Next, you’ll be presented with some tabbed options. You need to configure those for your form to be published.
All of these tabbed sections contain options and fields that are required by Facebook to create the form, and you’ll be guided at each step by Facebook, so we won’t go through them.
1h) We’ll just note that for our example, you have to handle the name format under the “questions” tab.
First of all, go ahead and delete the default question for a “full name”. This is not useful for sending leads to either Emercury or any platform that keeps a separate field for first and last name.
1h2) Then click on “Add New Question” and add a “First Name” question and then a “Last Name” question
We need these to be defined as separate fields so that they can sent over to Emercury correctly.
2) Create your Integromat Scenario
2a) Your blank scenario should have a trigger bubble. Click on it, choose “Facebook Lead Ads”, and then choose “New Lead”
2b1) Next, add a new module by clicking on the plus symbol
2b2) Choose “Facebook Leads” and then “Get Lead Details”
2b3) Setup your “Get lead details” module
- Under connection choose your Integromat Connection to Facebook
- Under Page, choose the facebook page associated with the form
- Under Form, choose the form we created earlier. If you chose an easily recognizable name earlier, you’ll find it in the drop-down immediately
4) Put your mouse cursor in the “Lead ID” field and you will get a pop-up on the right that lists a selection of values that are sent by the previous module. In this case, you want to click on the “Lead ID” option on top.
2c1) Add the third and last module by clicking the plus button on the second module
2c2) Then choose the “Update Subscriber” option
2d1) Then setup your Emercury options, starting with the Audience ID and Date Format ID
- Firstly, under Audience ID enter the ID of the Emercury Audience where you want to send these leads
- Under Date Format ID, type in “28”
2d2) Click on the email address field, and from the right popup, choose Data > Email [ ]
2d3) Click on the “Optin Date” field, and from the right popup, add “Data Created” in the same way.
2d4) In the “Optin Website” field, just type in “Facebook”.
2d5) Fill in the First Name and Last Name fields just like you did with the previous fields.
3) Test Your Integration
Fortunately, you don’t have to click on your own ad or asks friends to fill in your ad-forms. Facebook offers a way to test if integrations work. However, there is a catch, so keep reading to learn how to test your integration.
Bonus tip, it’s cool if you can have two windows open at the same time. The facebook lead creation tester on one-side, and then the Integromat scenario on the other side.
- Click on the “Run once” Button. This sets the scenario to an alert state. This means that it’s “on” and waiting for someone to submit a form so that it catches those details and does its thing
- Go to “Lead Ads Testing Tool” provided by Facebook over here.Choose your form, and click the “Delete Lead” buttonThen click on the “Create Lead” button
- If everything works fine, you should see your scenario run through a cool animation where it shows how the first module received some data, sent it to the second module, and then sent it to the Emercury module. At this point, it should also appear in your Emercury account as well. Just find this new subscriber under the Audience that you chose earlier.
Here’s the catch though: The integration that we set up will work perfectly in real-world scenarios, that is when actual human leads fill in the data in your Facebook lead ads. However, this integration will fail when you run the lead tester. Basically, the Emercury module will give a warning as it rejects the data from the test lead.
This is because (for some weird reason) the Facebook Lead tester sends gibberish values for the “First Name” and “Last Name” fields. The Emercury module will not accept those gibberish values.
Just for the sake of testing your integration, you can go into the Emercury module and put “Dummyname” and “Dummylastname” under the First Name and Last Name fields respectively.
This is just for the sake of testing the integration
If you rerun the test like this you will see the integration works perfectly and the lead is sent to Emercury just fine. Once you’re done testing, however, be sure to replace “Dummyname” and “Dummylastname” with the appropriate values.
This is so that your Emercury account receives the actual names of the real humans filling in those forms once you start running your ads. You don’t want to get an Emercury account full of people all called “Dummyname”. All the other data will be fine, such as their optin-date, their email address, etc. It’s just that all of these contacts will have this dummy name. So be sure to get those dynamic values plugged back in.
Be sure to replace the “dummy” test values with dynamic values before you run your ads to real people.
4) Turn your scenario “On”
The “Run once” button that we used in step 3 is meant to be used for testing. The way it works is that it only captures the first lead that comes through. After that lead, it turns off the automation and doesn’t accept any more leads. This is what you actually want if you’re just testing a change in your scenario.
However, after you’ve made sure that the scenario works as you would like, be sure to flip that “On” switch. This means the scenario will run 24/7 and accept all leads coming in through the form that you’ve set up in your module settings. Basically it will send all your Facebook leads to Emercury at any time of the day or night.