Create a Facebook Lead Form and Map It to Contacts

In a Meta Lead Generation campaign, people can submit their details without leaving Facebook or Instagram. With field mapping set up, each answer lands in the right field on a Vendi Today contact, ready for Workflows and follow-up.

Before you start

  • Use the Lead Generation objective.
  • Make sure your Facebook profile can access the connected Page.
  • Have a privacy policy URL that reflects your own business practices.

Create a new form

  1. Open your campaign and go to the Ad level.
  2. Open the Create new or select a Lead form dropdown and choose Create Facebook Form.
  3. Name the form and pick a type. More Volume is quicker for people to submit. Higher Intent adds a review step so they confirm their details.
  4. In Greeting, add a required headline plus a paragraph or list explaining why people should fill it in.
  5. In Questions, choose the information to collect, and add short-answer or multiple-choice custom questions to qualify leads.
  6. Turn on Form Field Mapping and match each question to a contact field.
  7. Add your privacy policy link.
  8. Write the thank-you message with a headline, description and a button such as visiting your site or calling you.
  9. Save the form and select it for the ad.

Custom fields

If the contact field you need does not exist, create a custom field in Vendi Today first. It will then appear as a choice in the mapping list. Tracking parameters on Facebook forms also need mapping to sync.

Review, map or duplicate later

Select a form, then click the pencil icon beside its name. You can preview the form, edit mappings or click Duplicate Form to copy it with all fields pre-filled. If a form is unmapped, a "map now" message appears under the selector.

Good to know: Test the form with your own details first and check that the new contact shows each answer in the correct field.

Was this article helpful?