With almost 3 billion monthly active users, Facebook is the biggest social network worldwide. Create Facebook Lead Ads forms to collect contacts in both Facebook and Instagram. Forms will appear in Facebook News Feed, Facebook Stories, Instant Articles, In-Stream Videos, Marketplace, Instagram Feed, and Instagram Stories. Integrate Omnisend with Facebook Lead Ads to pass all the contacts collected via your Facebook forms to Omnisend.

Contents

Benefits

Setup process

What data is passed

Testing the integration

Facebook Lead Ad filled event

Troubleshooting

FAQ

Benefits

Integrate Lead ads with Omnisend and pass all the contact information collected by your FB Lead ads forms to Omnisend. Send Welcome emails to the contacts synced from the FB Lead ads app. Use collected data to segment your customers and personalize your emails.

Setup Process

To integrate Omnisend with Facebook Lead ads, click on your brand name in the top right corner to open the menu and select 'Apps':

Then search for the 'Facebook Lead Ads' app or open this page.

Once you're on the Facebook Lead Ads page, click the 'Connect now' button:

You'll be redirected to Facebook to approve the integration. If you're not logged in to your Facebook account, you'll need to log in first:

Proceed with all the further steps on the Facebook side, where you'll need to choose which pages you want to give Omnisend access to. Once this is done, you'll be redirected back to Omnisend to determine which Facebook page you want to connect to at this moment:

After the page is selected, Omnisend will show you all the Facebook forms connected to the chosen page; we can sync data from. Select all the forms you want to pass contacts to Omnisend and click the 'Complete app setup' button:

That's it! Omnisend will sync all the contacts you'll collect with the selected Facebook forms. If you'd like to change the settings of the integration to sync contacts from other Facebook forms, you can do it on the Settings step:

Note! When you connect a Facebook Lead Ad to a list in Omnisend, all future signups will be added to your list. If you want to add contacts that signed up to your lead ad before integrating with Omnisend, you can export the list from Facebook and import the contacts into Omnisend.

What data is passed

All the data you collect through your Facebook forms is passed to Omnisend. The list of properties that are mapped to the default properties in Omnisend:

  • Contact fields: Email and Phone number (both passed with subscribed status), Street address, City, State, Country. (Country code is passed as a value instead of a full country name. So, instead of 'Canada,' you'll see 'Ca,' 'Mt' instead of Malta, etc.), Zip code, Postcode;

  • User information: First name and Last name;

  • Demographic questions: Date of Birth, Gender;

All the other default properties that you can add to your Facebook form and aren't listed above are passed as custom properties to Omnisend:

So, in case you have the 'Full name' field in your form, instead of separate fields for First and Last names, it'll be passed as a custom property 'full_name' with the value that your customers will enter. It works the same with 'Province,' 'Job title.' and any custom questions you might add as fields to your FB form.

Also, if you add a custom question to your form, the answer will be recorded under the contact profile as a custom property as well:

Also, we apply 2 tags to all the contacts passed by Facebook Lead Ads app: fb_lead_ad and fb_lead_ad:name_of_fb_form_that_passed_this_contact. You can use these tags to identify your FB lead ads subscribers and create segments of those who subscribed via a specific FB lead ad form.

Testing the integration

Once the integration is set up, you can test it by creating a test lead for a specific form that you're going to show in your FB advertisements. To do this go to Lead Ads Testing Tool, select the page that you have connected to Omnisend (in case you have multiple under your Facebook profile), and the Form that you want to test. Then click the 'Create lead' button.

Test lead will be created and passed to Omnisend with [email protected] email address. All other properties will have test data added. You can check an example contact on the screenshot below:

If you want to run one more test, you'll need to delete the contact in Omnisend and delete the lead you've created in Facebook, as shown on the screenshot below:

Note! Make sure to delete the Facebook test contact from the Omnisend audience after all the tests. So, you won't send any emails/SMS to this fake contact.

Facebook Lead Ad filled event

Once the integration is enabled for the first time, a new custom event is created. It's called 'Facebook Lead Ad filled' and is triggered every time a new contact is passed from Facebook Lead Ads app. You can use it as a trigger in the Welcome email workflow for all the Facebook leads:

If you have multiple FB forms connected through integration and want only specific one(s) to trigger the workflow, you can add trigger filters to your workflow. Firstly, go to the Connected apps tab in the App market and open Facebook Lead Ads integration page:

Then proceed to the Settings page and copy the name of the form you want to set as a trigger filter in your Welcome email workflow for Facebook leads:

Paste this name (names) in the trigger filter settings of your workflow and save the changes:

Troubleshooting

If you recognize that new leads aren't coming into Omnisend, make sure to check if you've selected the correct page and forms on the settings page:

If you're sure that the correct Facebook page and forms are selected, but leads are still not being synced, the most common reason is FB Business account. If you have FB Business account, you might need to do a few extra steps describe below.

How to know if you need to do it?

  1. You're using the business account

  2. When using https://developers.facebook.com/tools/lead-ads-testing, you receive the following error (the testing process is described here):

How to fix this?

Facebook describes this process here. For your convenience, we've copied the steps into this article.

To assign leads access permissions to people:

  1. Go to Business Suite.

    • If you don't have access to Business Suite, go to Business Settings and select your business, then skip to step 5.

  2. Click the dropdown in the top-left corner and choose your business account.

  3. Click Settings in the bottom-left corner.

  4. Click More Business Settings.

  5. Click Integrations in the left menu, then click Leads Access.

  6. Click Assign People. You’ll see a list of people with roles assigned on your Facebook Page.

  7. Check the circle next to the people you’d like to assign access and then click Assign. The individuals you selected now have access to your leads information.

If you don’t see the name or ID of the person you are looking for, make sure that they have a role assigned to your Facebook Page. A person cannot have access to your leads data without a Page Role assigned.

To assign leads access permissions to partners:

  1. Go to Business Suite.

    • If you don't have access to Business Suite, go to Business Settings and select your business, then skip to step 5.

  2. Click the dropdown in the top-left corner and choose your business account.

  3. Click Settings in the bottom-left corner.

  4. Click More Business Settings.

  5. Click Integrations in the left menu, then click Leads Access.

  6. Click Assign Partners. You’ll see a list of partners who are connected to your Facebook Page.

  7. Check the box next to the partners you’d like to assign access and then click Assign. The partners you select now have access to your leads information.

If you don’t see the name or ID of the partner you're looking for, make sure that they have the Page Admin assigned to your Facebook Page. A partner can’t have access to your leads data without a Page Admin role assigned.

Only the business that owns the Facebook Page can assign leads access permissions to partner businesses or agencies. Note that assigning leads access permission to a partner gives that partner the ability to assign leads access to its employees. A shared Page won’t appear in the Partner’s Leads Access Manager until:

  • The Partner has been assigned a Page Admin role.

  • The Partner has been assigned permission in Leads Access Manager.

To assign leads access permissions to CRM systems:

  1. Go to Business Suite.

    • If you don't have access to Business Suite, go to Business Settings and select your business, then skip to step 5.

  2. Click the dropdown in the top-left corner and choose your business account.

  3. Click Settings in the bottom-left corner.

  4. Click More Business Settings.

  5. Click Integrations in the left menu, then click Leads Access.

  6. Click Assign CRMs. You’ll see a list of CRM systems that have been integrated with your Facebook Page.

  7. Check the circle next to the CRM systems you’d like to assign access and then click Assign. The CRM systems you select now have access to your leads information.

The leads access permission for CRMs controls whether Facebook sends a notification that there is a new lead to that CRM. A CRM system must be connected to Facebook before it in this list. If you assign leads access to a CRM, it receives leads updates from Facebook. The Page Admin who granted permissions must continue to have access permission or else the CRM will fail to fetch data.

If you use your own CRM, note that after it receives the real-time update regarding a new lead, the CRM uses a User Access Token (UAT) or Page Access Token (PAT) to fetch the lead data from Facebook. This fails if the people backing the UAT or PAT don't have leads access permission. Make sure the people backing the UAT or PAT appear in the People section of Lead Access Manager to avoid issues.

FAQ

Is it possible to sync data from multiple Facebook pages/accounts into one Omnisend store? It's not possible to connect multiple Facebook pages/accounts at the exact moment. However, you can always change the Facebook page you want to sync data from in the integration settings. If you're going to connect another Facebook account, remove the integration and set it up from scratch.

Is it possible to sync data from multiple Facebook Lead Ads forms into one Omnisend store? Yes, it's possible if all the forms you want to connect at the same moment are connected to the same Facebook page. Just select all the forms you want to pass data to Omnisend and click the 'update settings' button:

Is it possible to send double opt-in emails to contacts collected via Facebook Lead Ads forms? No, it's not possible.

Why did I receive an email that says, "synching of Facebook lead ads has been paused"?

Indeed, Facebook lead ads integration requires user reauthorization once every 60 or 90 days. It’s a limitation from Facebook's side that we cannot override. Open your app integration in Omnisend and click Renew connection to reauthorize.

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