As a Facebook Ads expert, I figured out a system that helps me automatically connect and follow up with new leads — and achieve my conversion goals!

Privyr transforms how I manage Facebook leads, making the entire follow-up process faster, smoother, and more efficient.

Here are five reasons why I love using Privyr with my Facebook Lead Ads:

1. I get instant alerts on my phone when new leads come in
2. I can automatically assign the leads based on any rules
3. I can trigger WhatsApp Auto-Responder and Follow-Up Sequences for Facebook leads
4. I can easily track my progress and timeline for each lead
5. I can automatically optimise my Meta Lead Ad performance

Getting instant alerts when new leads come in

Every time I receive a new lead from my Facebook Lead Ad Campaigns, Privyr automatically sends me an instant alert on my phone. No matter where I am, I can immediately view the lead and the details they submitted.

With just one tap, I can also send them an auto-personalised message or a trackable file via WhatsApp, SMS, and more.

Connecting Privyr to your Facebook Lead Ads takes only a few seconds, and once it’s connected, you’ll never have to manually export new leads from your Facebook Leads Center again.

Automatic Lead Assignment

Privyr lets me set up automatic lead assignment rules to instantly route Facebook leads to the right salespeople. Whether you prefer round-robin distribution or use advanced logic based on specific criteria, your leads are assigned the moment they arrive. This ensures your team responds quickly and no lead slips through the cracks.

WhatsApp Auto-Responder & Follow-Up Sequence

Privyr even lets you automate your first message to new Facebook leads. You can use WhatsApp Auto-Responder to instantly and automatically message new leads with a personalised message through your own WhatsApp Business number. It runs 24/7, even while you’re asleep or offline, helping you connect with leads while they’re the most engaged and likely to respond.

From there, you can add those leads to a Follow-Up Sequence, keeping them engaged with a pre-defined set of actions over multiple days, weeks, or months. Your sequence can include messages, trackable files, call instructions, time delays, and other types of follow-ups.

Privyr automatically tracks and alerts you as each step is due. With one tap, you can execute the perfect playbook without having to think, type, or remember anything.

Track Progress and Performance For Each Lead

Privyr makes it super easy to track your progress and performance for every lead. Each lead has a detailed profile showing contact information, custom fields such as Lead Stage, Opportunity Size, or Birthday. Privyr automatically logs your activity timeline with each lead across mobile and web, giving you a complete history of your interactions with them.

You’ll also get a high-level overview of your Facebook campaigns and team activity, helping you see which campaigns are performing well and which team members are doing more follow-ups or closing more deals.

Meta Lead Ads Optimisation

Privyr’s Meta Lead Ads Optimisation is the fastest and easiest way to train the algorithm to find you higher quality leads, at lower cost. As an official Meta Business Partner, Privyr has native Meta Conversion API support, so the entire setup takes less than 5 minutes and immediately unlocks Meta’s latest AI models to optimise your campaigns from day 1, even with just a few leads.

As you follow up with Facebook leads and move them through your sales funnel, simply update their Lead Stage in Privyr (e.g. from Meeting Booked to Negotiating). Privyr automatically sends this conversion data back to Meta to train your ads on what type of leads you want more of, helping your campaigns reach people who are more likely to convert.

Summary

Privyr doesn’t just help you automatically optimise your Facebook Lead Ads performance— it makes the entire follow-up experience faster and easier.

Once everything is connected, your workflow feels effortless: leads come in, conversations start automatically, and you always know exactly your progress with each lead. For anyone running Facebook Lead Ads, Privyr is the best way to convert more leads without adding complexity to your sales process.

Try Privyr for free today!

The post 5 reasons why I love using Privyr as Facebook Lead Ads expert appeared first on Privyr Blog.

Wondering what’s suddenly tanking your campaign performance? This new setting might be the culprit!

Have you been recently experiencing a dip in the performance of your Meta Ads even when you haven’t made any changes to your targeting, budget and creatives? It may be worth reviewing a newer feature in your Meta Ads Manager called “Related Media”.

Relative Media is a creative tool from Meta designed to help advertisers display their media in various ways to better connect with different audiences. However, depending on your campaign goals and creative strategy, it could also result in older or less-relevant visuals being displayed alongside your current ad.

According to many advertisers, this new Meta feature has altered their ad creatives, sometimes in a negative way. This post will touch on what Related Media is, what it does, and how to disable it if needed.

What is “Related Media” and what does it do

In Meta Ads Manager, the Related Media setting is an option that allows Meta to suggest and automatically include images or videos you’ve used in past ads when you create a new ad. When enabled, this will allow Meta to include a wider selection of your media assets, such as older images or videos that the system finds related, to your ad.

The Related Media setting can be helpful for advertisers looking to automatically test creative variations and are meant to be relevant to your current ad’s goals and creative.

However, if you’re running tightly controlled campaigns, especially for lead generation or direct response, you’d certainly want to review which assets are being included to ensure consistency with your brand and message.

More importantly, this feature is turned on by default. If you want better control over your ad assets, you should look for it and turn it off.

With Meta introducing more advanced automation in its ad system, “Related Media” is now more tightly integrated with AI-powered creative features like Advantage+ and flexible ad formats. As of 2026, you now have:

• More control over reviewing suggested media before publishing
• Improved preview options inside Ads Manager, and
• Better reporting through creative breakdowns

Related Media is now a part of Meta’s broader push toward automated creative optimisation.

How to review, turn off, or remove Related Media from Facebook Ads

1. Go to Ads Manager and open any ad.
   
2. Click “Edit” to view its settings.
   
3. Scroll past your main creative — you’ll find a section labelled “Related Media.”
   
4. Click “Edit” to review what’s included.
   
5. Deselect or remove any media that may not align with your current campaign.
   
6. Repeat this for other active ads as needed.

This gives you full control over which media appears with each ad. This ensures your campaigns only use assets you’ve intentionally approved.

You can also preview and review suggestions before publishing your ad. Meta now allows you to review and adjust automatically suggested media before your ad goes live.

Before publishing:

• Check the Ad Preview panel
• Review all suggested images/videos
• Manually remove any irrelevant creatives

Why this step matters

When ads show different creatives than expected, albeit with a tiny difference, it can alter the message, tone, or visual consistency your audience experiences. This can hurt ad conversions.

By reviewing the Related Media section, advertisers can make sure their ads always represent their latest branding, offers, and communication style.

How to tell if related media is behind the performance drop in your Meta Ads

Disabling or enabling Related Media shouldn’t be guesswork,  you can actually measure its impact. Here’s how you can analyse performance and decide for yourself:

1. Go to Ads Manager
2. Click Breakdown
3. Select By Creative > Related Media

This will show you which creatives were auto-added, how they performed vs your original ad, and metrics like CTR, conversions, and cost per result. 

If auto-added media performs worse, it’s a strong signal to disable Related Media. However, if it improves performance, you may want to keep it enabled for scaling campaigns.

Here are other ways to confirm if Related Media may be causing a sudden performance dip in your Meta ads:

1. Check if unexpected creatives have started appearing

Go to Ads Manager > Ad Level > Edit > Media.

If Related Media is on, Meta may have already started using your creative assets. Now, check if the media you didn’t select is appearing in your active ads and Thumbnail previews. Also inspect creative history to see if it shows new variations you didn’t approve.

2. Compare performance before and after the date Related Media was enabled

Inspection factors like  CTR decline, CPC increase, Conversion rate drop, Lead cost rise. If your dip begins exactly when the feature started using other creatives, that’s strong evidence.

Tip: You can see when an ad was edited (including enabling/disabling features) via Ad > Edit History.

3. Review comments, engagement, or quality feedback

You’ll start seeing irrelevant comments and lower engagement quality if Meta selects an off-brand or outdated creative. These signals often correlate with lower ad relevance and degraded performance.

4. Turn off Related Media for 3–5 days

If performance recovers after disabling it, congratulations. You’ve confirmed that Relative Media was the primary reason behind your disappointing Meta Ads performance.

Quick Rule of Thumb

If you see new creative variations along with learning phase reset and a sudden performance drop, there’s a high chance Related Media was the cause.

How to keep lead quality high with real-time engagement

Now that you’ve fixed your ad’s performance issue, the next crucial step is how fast you respond to leads.

Leads interact with different ads all the time. The real difference comes from how quickly and personally you engage with each new inquiry. Businesses that reach out to leads fast immediately increase their chances of converting them since almost all prospects are more likely to respond to fast outreach compared to late ones.

This where Privyr can help.

As a Meta-integrated CRM and lead engagement system, Privyr connects directly to your Facebook and Instagram Lead Ads, automatically sending new leads to your phone. You can follow-up instantly using WhatsApp or your preferred way of contacting leads, such as iMessage, SMS, Email, or Call.

With Privyr, you can:

• Receive or distribute new Meta leads instantly via push notification, WhatsApp, or email
  
• Auto-personalize templated responses in one tap, or hands-free
  
• Track and follow up with every lead from one place
  
• See which campaigns and creatives are driving real conversions
  
• Optimise Facebook Lead Ads further using Meta’s Conversions API

So even if your ad settings or creative behavior change, your response time and conversion consistency stay strong.

Final Tip

Many things can influence the performance of your ads. But the first thing you want to do when you noticed any unexpected performance shifts in your Meta Ads is to review your Related Media setting.

It’s a quick check that helps ensure your audience always sees your most relevant and up-to-date creatives.

Optimising your ads is only half the battle. Your next challenge is conversion. To ensure this step goes smoothly and you make the most of every lead, you need a supporting system that handles your repetitive and error-prone tasks, allowing you to focus on converting leads.

To make sure no lead slips through the cracks, Connect Privyr to your Meta Lead Ads within seconds, and turn every new lead into a real conversation, instantly.

The post How to Disable Related Media for Facebook Ads, Instantly appeared first on Privyr Blog.

Let’s talk about how you can drastically improve your Meta ad results on Facebook and Instagram.

See if this feels familiar… The performance of your Lead Gen Ads has been inconsistent, and you’re not sure if it’s the right move to keep investing your time and money running them.

Some ads may bring you a few leads that actively engage and book meetings with you. But on the flip side, you also have ads that generate a lot of leads but none of them are actually legit or interested.

You just NEVER know what it’s going to be. Every new ad feels like a gamble where you’re NOT in control of the end result. So how do you fix this?

In an ideal world, you would just tell the Facebook algorithm gods that these specific leads are good so they should send me more prospects like them. And – surprise surprise – you can actually already do something like that with Meta Conversions API for Privyr CRM.

Enhance your campaigns with Meta Conversions API

Meta Conversions API (CAPI) creates a bridge between your CRM and your Meta advertising channels.

This connection lets you quickly send signals from your CRM to Facebook about which leads are actually qualified. On its own, Meta can’t tell whether a lead it generated is good or bad. That key piece of information is sitting in your CRM.

By building a bridge and sending this info back to Meta, your upcoming lead gen campaigns will be optimised to capture more prospects who are similar to the “good” ones. Less of those random, not on-target leads.

See how CAPI creates a feedback loop where your sales results can directly inform your lead gen campaigns. No more silos that drain your ad spend and effort!

Real Results

Businesses advertising on Meta saw significant improvements after implementing CAPI:

How it works with Privyr CRM

1. Someone fills out your Facebook lead form, and you engage with them as usual via Privyr.
2. You identify which leads take meaningful actions by marking them as qualified in Privyr CRM.
3. This data is automatically sent to Meta so it can find more people similar to your best leads.
4. Your lead gen campaigns gradually improve in quality, cost, and efficiency.

The beauty is in the simplicity—once set up, the system continuously learns and improves.

Should you use Meta Conversions API?

• You run regular Lead Gen Ads on Meta platforms, and want to get more value of your ad spend.
• You want to significantly increase your lead quality rather than just the quantity.
• You have an idea of what a good lead is for your business (they book a viewing, they buy your product, etc.), and you want to capture more people like them.

If you said yes, you should definitely start exploring how Meta Conversions API can significantly boost your Meta marketing campaigns!

Ready to take your Meta Ad Campaigns to the next level?

Reduce your cost per quality lead by connecting Privyr CRM to your Lead Ads on Meta. See up to 48% higher conversions per ad campaign!

Book a Meta CAPI discovery call with a Privyr expert

The post Enhance your Meta Lead Ads with Meta Conversions API ✨ appeared first on Privyr Blog.

But how to get started correctly? 

As a beginner, you may easily get overwhelmed by the information available on the internet. But don’t worry! Getting started with Facebook Lead Ads might not be as hard as you think. 

If you’re looking to generate leads and understand the ins and outs of Facebook Lead Ads in 2023, we’re here to guide you through everything you need to know about it. Let’s start with the basics of Facebook Lead Ads. 

Table of Contents
What is Facebook Lead Ads?
Your first steps into the world of Facebook Lead Ads
Planning your Facebook Lead Ads campaign
Time to create and publish your very first Facebook Lead Ad
Manage and analyse your Ads
Best practices and strategies for Facebook Lead Ads
Accessing and Processing your leads
Final words

What is Facebook Lead Ads?

Facebook Lead Ads is a type of ad specifically designed to collect leads on Facebook. You can create a Lead Ad on Facebook just like a regular Facebook Ad, but instead of redirecting clicks to your website or landing page, it will show a form that users can fill out and submit with their details. It’s an easy and quick way to connect with your leads without them having to leave Facebook.

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In other words, Facebook Lead Ads contain digital forms or questionnaires that pop up when a Facebook user interacts with your ad. 

Here’s how it works: Let’s say you own a pet shop that sells custom pet accessories, and want to promote your services to pet owners from new locations. You run a lead ad on Facebook about your services. Some pet owner sees your ad, clicks on it, and boom! A form pops up, already pre-filled with their name and contact info. All they have to do is fill out some fields (if there’s any additional information you need) and click ‘submit’. Just like that, you have a new lead!

Suggested Read: How to See Facebook Ads of Competitors (Free!)

And the benefits of Facebook Lead Ads? They’re endless! 

If you’re still wondering why you should generate leads on Facebook as there are so many platforms that let you do it, let’s look at some benefits of Facebook Lead Ads. Well, running ads on Facebook is easy and efficient. Here are some of the benefits of Facebook Lead Ads you might want to know: 

• Easy to use: Facebook Lead Ads are easy to set up and also user friendly. You can set up Facebook Ads in a matter of minutes, and your leads can submit their information within seconds. The fact that most information is pre-filled and users can complete the process staying in the same platform makes things even better. Facebook Lead Ads doesn’t interrupt your customer’s journey.
• Customisable forms: Facebook Lead Ads are easy to customise and help you capture the exact information you need according to your business. You’ll feel like a master tailor, perfectly fitting your forms to your business requirements.
• Advanced targeting options: Facebook offers advanced targeting options. That means you can target your audience precisely based on age, location, interests, behaviours, and their previous interactions with Facebook Lead Ads. The list goes on. If you take the right approach, reaching your ideal customers is much more efficient. 
• Budget-friendly: You don’t need to sell an arm or a leg to run Facebook Lead Ads. It’s not only reasonably priced, you can also set your own budget and pay only for the leads you acquire.
• Easy to connect with leads: Generating leads is one part. The next important part is contacting them fast and converting them into customers. Lucky for you, Facebook makes it easier to access your leads. You can easily find and download your leads from the Leads Library. Also, the platform seamlessly integrates with popular marketing automation tools and CRMs like Privyr so you can automatically import leads generated from the ads to your system and ensure a smooth sales process. 
• Insightful analytics: With Facebook’s powerful analytics, you gain valuable insights that help you understand your Lead Ads performance, enabling you to fine-tune your strategy and consistently improve.

Your first steps into the world of Facebook Lead Ads

Now that you have some basic ideas about Facebook Lead Ads, let’s dive into how to get started with it. Let’s get started with the things you need to run lead ads on Facebook. 

Set up your Facebook Business Page

First things first, you need a Facebook Business Page to run ads on Facebook. 

Apart from being able to advertise on the platform, a business page represents your business’ presence on Facebook, allowing you to engage with customers and share information whenever you want. 

Starting a Facebook Business Page is simple. Just go to the Pages section on Facebook and click on “Create Page“. You’ll then be prompted to provide information about your business, including its name, category, address, etc. Be sure to fill in all the fields accurately as this information helps potential customers understand what you do. 

Pro tip: Use high-quality images for your profile and cover photos, post regular updates, respond to customer inquiries, and engage as much as you can with your customers through your page. An engaging Business Page builds your brand’s credibility.

Have a privacy policy in place

If you’re collecting personal information of people for the first time, you might not know that you need a privacy policy to be able to do that.  And many small business owners without a business website likely have not created their own privacy policy. 

Privacy policy is a legal document that tells users how a business collects and uses their personal data. It is also important to ensure customers that you’ll adhere to regulations while handling their data and it will not be misused. You cannot run a Facebook Lead Ad without entering the URL of your privacy policy  in the ad setup form.  

Not to worry though! Creating a privacy policy is fairly simple, and you don’t need a website to have a unique URL to your privacy policy. However, keep in mind that you’ll need this document for many online activities in the future. So make sure you have all the boxes checked. 

Confused about privacy policy? Here’s everything you need to know about privacy policy, including when and where you need it, and how to create your own in seconds.  

Get acquainted with Facebook Ads Manager

Now that your business page is up and running, it’s time to get familiar with Facebook Ads Manager – your central hub for managing and creating ads on Facebook.

Ads Manager is where you’ll set up your Lead Ads. It’s a powerful tool that offers numerous customisation options for your ads, including targeting specific demographics, setting budget limitations, and choosing when and where your ads appear. 

To get started, go to your Facebook business page and select “Ads Manager” from the “Manage” dropdown menu. Spend some time exploring the interface. You’ll notice sections like Campaigns, Ad Sets, and Ads, which represent the different layers of creating an ad on Facebook.

While it may seem overwhelming at first, you can master Ads Manager with practice and time. You may also use Facebook’s guided creation to get started. This tool will walk you through each step of setting up an ad, explaining what each field means and what options are available.

Understand Facebook Ad Library: Your source of inspiration

Now that you’ve established your business page and have a basic understanding of Ads Manager, it’s time to explore the Ad Library. It’s where you get all the information you need for your ad campaigns.

The Facebook Ad Library allows you to see all active and inactive ads that you’ve run on Facebook and Instagram. It provides valuable insights, including the ad creatives, start and end dates, performance data, and information about who saw the ad.

The Ad Library can be a useful tool to monitor your ads. By regularly checking your ads’ performance, you can quickly identify what’s working and what’s not, enabling you to make data-driven adjustments and improve your results. Apart from that, it’s also a great tool to analyse your competitors and learn from the best in the business.

Planning your Facebook Lead Ads campaign

Once you’re familiar with the platform, it’s time to plan your first Facebook Lead Ads campaign. Every successful campaign starts with a thoughtful plan. Here are the most important things you may want to consider before setting up your ad:

What do you want to achieve with your ad? 

An ad without a clearly defined objective is unlikely to succeed. So your first step should be to clearly identify what you want to achieve with your Facebook Lead Ads.

Do you want to generate more leads? Are you interested in boosting brand awareness? Or perhaps you’re looking to drive more traffic to your website? Each of these goals will require a different approach, so it’s crucial to decide on your main objective before you begin.

Once you have defined your goal, consider how you will measure your ad’s success. Facebook provides several metrics you can use to track performance. They include click-through rates, lead generation, and conversion rates. Choose the ones that align with your objectives so you can keep a close eye on them later when your ad is live.

Who are the people you want to target? 

You may probably know that an ad that resonates with college students might not have the same impact on retirees. Therefore, understanding your target audience is crucial to the success of your Facebook Lead Ads. By knowing who your people are, you can create ads that speak directly to them and increase the chances of engagement and conversion.

If you don’t already have one, start by creating a buyer persona that includes demographic and psychographic details. Developing the ideal persona will guide you in crafting your ad’s message, design, and call to action.

With your buyer persona in place, you can now use Facebook’s detailed targeting options to ensure your ad reaches your intended audience. Facebook provides you with options to target based on demographics, interests, behaviours, and even connections. It’s a great way to reach the right people with your message.

How much money do you need to run Facebook Lead Ads?

Before you hit that publish button, it’s important to carefully consider your budget. How much are you willing to spend on your Facebook Lead Ads? And perhaps more importantly, how will you ensure you’re getting the most out of your investment?

Facebook advertising operates on a bidding system, meaning you’ll compete with other advertisers for an ad placement. The amount you’re willing to spend will significantly impact the display of your ad.

However, it’s not always about the highest bid; Facebook also considers the relevance and quality of your ad. So, creating high-quality ads that resonate with your audience is crucial, even if you’re working with a smaller budget.

There’s one more thing to consider: your cost per lead or conversion. This metric plays a crucial role in understanding your return on investment. For example, asking questions like how much did you have to spend to get each Lead. 

To optimise your spending, monitor your ads closely once they’re live, and don’t be afraid to overhaul or halt campaigns that aren’t performing as expected.

Time to create your Facebook Lead Ad

Now that you have a general understanding of Facebook Lead Ads and the basics, let’s walk through creating your first Lead Ad. Here’s a step-by-step guide

Step 1. Pick your objective: Go to Ads Manager and start a new ad by clicking + Create. You’ll probably come across a new window with six different campaign objectives instead of the previous version that categorises campaign objectives based on Awareness, Consideration, and Conversion. Choose ‘Leads‘ as your objective. 

Step 2. Name your campaign: The next step is to name your campaign. A unique name will help you keep track of your ads later when you’re juggling multiple Lead Ad campaigns. Just below the campaign name, you’ll see another option called Special Ads Category. You can look for your category on its dropdown menu. If you operate within a special ads category, select it. Otherwise, you do not need to select any.

Step 3. Fill out your ad details: Once you’re finished with naming your campaign and selecting your category, scroll down to set your budget, audience, placement, and schedule. This is where your earlier planning pays off. We recommend you to turn on Advantage Campaign Budget and select Daily Budget for your campaign budget. It’s more flexible in case you want to run your campaign for longer period of time.

Make sure Instant Forms is checked on Ad Set Level. This ensures you generate leads via the default instant forms on Facebook. In the previous version, Instant Forms is the default option but the new update comes with a few additional options including website, messenger, calls, and App.

Step 4. Craft the ad: Now it’s time to create an attention-grabbing headline, eye-catching image or video, and irresistible call-to-action. You’ll see options for each ad type. For instance, if you decide to go for image-based advert, you can choose between three different size options and even crop the image as you please. After uploading your ad image, enter your headlines and some copy to sell your product. Description is optional but make sure you have a practical CTA.

Step 5. Build your lead form: Your add creative attracts visitors, but it’s the form that collects their information. Therefore, its important to build a simple and clear lead form, but without forgetting to include all the information you need.

Name your Form and add the fields as you prefer. You’ll have the option to choose between more volume, higher content, and rich creative. Each have their own significance, for instance, More Volume is option makes it easy for visitors to fill out and submit the form quickly, while Higher Intent filters out unlikely leads. Similarly, Rich Creative can be a great choice to generate highly targeted quality leads. 

Scroll down to add your questions and preview your lead form.

Step 6. Terms and services: Once your lead ad is ready to go, accept Facebook’s Ad Policies. You’ll need to provide your privacy policy URL on the lead ad setup form as the final step before publishing your ad. 

Privyr’s Privacy Policy Generator Tool can help you easily create a privacy policy for your business with a fully hosted URL in seconds. Just visit the privacy policy generator tool, enter your company name and email address and then click the Generate button. You’ll have your own fully hosted privacy policy URL right away. Now, you just need to copy and paste the URL link into the Facebook Lead Ads setup form.

Publish Your Lead Ad

Now that your ad is ready to be published, make sure you’ve double checked everything. You’re good to click the “Publish” button after making sure everything is the way you want.  

Keep in mind that Facebook will review and approve your ad before it goes live. In some rare instances, your ad might not be approved. Don’t worry if that happens! Check out Facebook’s feedback and make the necessary changes. You should be good to go. 

Sit Back and Relax? Nope! Time to Manage and Analyse Your Ads

Congratulations, you’ve published your first lead ad on Facebook (or at least have an idea of how to do it)! But your job is far from over. The next important thing is to keep track of your leads and contact them fast so that you don’t miss a single one, and can convert as many as you can. After all, your main objective is to generate leads and convert them into paying customers. The first step to managing your leads effectively is knowing where to access them. 

Where’s the data?

Facebook stores all the information generated from your ads, including lead ads, in a single, convenient location: Facebook Ads Manager. You can manually download your leads’ information from Ads Manager from your desktop. 

Here’s how to do it: 

1. Log in to your Facebook account from a laptop or desktop browser.
2. Go to Ads Manager and click on the Ads tab (next to the Campaign and Ad Sets tabs).

1. In the results column of the ad you wish to check, click on ‘Facebook Leads’.
2. Click on ‘Download New Leads’ or ‘Download by Date Range’.
3. You will see the form name along with the number of leads. Click CSV or XLS to download your lead data.

But let’s face it: manual processes can be time-consuming. You’ll need to visit the Ads Manager multiple times a day just to update your leads sheet. With this, there’s a high chance of missing out on a lot of them, and you could also end up reaching out to them late. 

This is where you need external tools to streamline this process and you’ll want to integrate them with your Facebook Lead Ads. By integrating your CRM with Facebook, you can automatically import lead data, saving you time and effort.

A tool like Privyr can be helpful if you prefer running your sales process from your smartphone. Privyr allows you to connect with your leads immediately on popular messaging apps like WhatsApp, iMessage, and SMS, which is great for keeping the conversation going and moving leads further down your sales funnel.  

Key metrics to monitor

Your metrics tell the story of how your ad is performing and guide you in making improvements.

Here are the metrics you should know about:

• The click-through rate (CTR) is the percentage of people who clicked on your ad after seeing it and reveals how compelling your ad is to your audience. A low CTR may indicate that your ad isn’t engaging enough or isn’t reaching the right audience.
• The conversion rate tells you the percentage of people who completed a desired action (like filling out a form or making a purchase) after clicking on your ad. This metric helps you understand how effective your ad is at driving conversions.
• Cost per lead (CPL) tells you how much each lead is costing you. By monitoring the CPL, you can ensure that your ad spend is translating into valuable leads and not just burning your marketing budget.

Best practices and strategies for Facebook Lead Ads

The process of running a successful Facebook Lead Ad begins with identifying your audience and the elements that compel them to take action. There is no one-size-fits-all solution as different customers behave differently. Also, you’ll never know if your assumptions are true unless you try them with real customers. 

Here are a few pro tips to help you generate quality leads. 

Test, test, test

As you put so much effort into creating your Lead Ad and finally publish it, you may think you have combined the best creative elements and produced an excellent ad. But sadly, you never know if your ad is great without testing it in the real world. Therefore, it’s essential to test your ads to understand what works best for your audience. The ideas you think will work may not work with your targeted customers (and vice versa). 

A/B testing is a tried-and-tested method for optimising your ads. It refers to creating two versions of an ad with one variable changed. This could be the creative, headline, call to action (CTA), or any other aspect of the ad. By comparing how the two versions perform, you can identify which elements are most effective.

Don’t be afraid to experiment with your ads. Try different ad formats, ad copy, and CTAs. The more you test, the more you know what works, and the better your ads become over time.

Know your audience

Understanding the audience is a fundamental element of any successful advertising campaign. Therefore, do a bit of research about your audience, including their problems and preferences. Once you know your customers, you can target them more effectively with the right message. 

Facebook offers powerful targeting tools to help you reach the right leads. You can create a custom audience based on  visitors or users who have engaged with your content on Facebook or Instagram.

Additionally, you can also use lookalike audiences to reach new people who are similar to your existing customers. They are likely to be interested in your business. This is an excellent way to expand your reach and find new leads.

Audience tools help you ensure your ads are being shown to the people most likely to be interested in what you’re offering.

Be engaging

Facebook has a large user base, meaning it’s also highly competitive. Therefore, it’s not enough to just be present. Your ads have to be engaging. Use videos, interactive content, quizzes, partner up with creators to test different creatives and objectives through Meta’s partnership ads, or try anything else that will catch your audience’s attention and engage them with your ad.

Remember, the goal of your ad isn’t just to inform; it’s also to entertain. Elements like a compelling story, an interactive quiz, or an attractive video can make your ad stand out in a crowded newsfeed.

That being said, engagement doesn’t stop with the ad. When a lead fills out your form, it’s crucial to follow up quickly to keep the conversation going. A swift and relevant response can significantly increase the chances of converting a lead into a customer.

Don’t forget to optimise for mobile users

You probably know most people use Facebook on their phones. This means a large portion of your audience is likely to come across your Facebook Lead Ads from a mobile device than from any other devices. You probably also prefer surfing Facebook on your phone yourself. Therefore, it’s crucial to ensure your ads are mobile-friendly.

While designing ads for mobile, consider using clear, bold visuals that appear clearly on a small screen and make sure your forms are easy to fill out on a mobile device. Additionally, always review recommended sizes for different platforms to ensure your visuals display properly across devices. Remember, if an ad is too hard to interact with on a phone, people will simply scroll past it.

Additionally, keep in mind that mobile users are fast to scroll, so get straight to the point. Use concise, clear copy, and make sure your CTA is immediately understandable.

Fast-track your sales: Accessing and processing Facebook Leads 

You’ve created and run your Facebook Lead Ad, and when the leads start coming in, you might be wondering: so what’s next? 

Generating leads is just the first step. Following up effectively and promptly is the key to turning those leads into sales. Let’s talk about accessing your leads and turning them into sales:

Don’t make them wait

The phrase ‘strike while the iron is hot’ couldn’t be more accurate when dealing with new leads. The moment a lead fills out your Lead Form on Facebook, they’re showing their interest in what you’re offering. That interest, however, will quickly fade away if you don’t respond on time.

Once a lead fills out the form, they have taken the first step towards your business, and now, the ball’s in your court.

Responding to new leads quickly is crucial for multiple reasons. 

• Firstly, it sets the pace for the interaction and indicates your level of commitment to potential customers. 
• Secondly, it helps keep your business at the forefront of your lead’s mind.
• Additionally, with time, the initial excitement that prompted the leads to fill out your lead form fades. They may no longer remember why they were interested, and your late outreach may seem more like an interruption than an opportunity.

For example, let’s imagine you’re a wedding planner and you’ve just run a Lead Ad about your services on Facebook. Someone submits the form through one of your Facebook Lead Ads. If you take several days to respond, there’s a high likelihood that they may have moved on and booked their service elsewhere. The longer you take to respond, the more likely your lead has been scooped up by a quicker, more responsive competitor.

What do the stats say?  

According to research from Harvard Business Review, companies that contacted leads within an hour were nearly seven times more likely to qualify the lead than those that waited even an hour, and more than 60 times as likely than those that waited 24 hours or longer.

If you can’t respond to a new lead within 15 minutes of them registering interest, the best practice is to respond to new leads within the first five hours. Rapid response not only enhances your chances of conversion but also establishes your brand as responsive, attentive, and customer-focused. These traits can set you apart in a competitive marketplace. 

Automate your leads 

When it comes to handling new leads, every minute you spend checking the Ads Manager is a minute you could have spent on more productive affairs like nurturing relationships, developing strategies, and closing deals.

Picture this: instead of working to fine-tune your sales strategy, you find yourself constantly refreshing the Facebook Ads Manager, eager not to miss out on new leads. 

Manually locating and downloading leads from Ads Manager is not only time-consuming and inefficient, but it also distracts you from more important tasks and responsibilities.

Moreover, as we’ve discussed earlier, prompt response time is crucial to lead conversion. If you’re only managing to check Ads Manager sporadically, or worse, once a day, you’re likely missing the optimal window to connect with interested potential customers. Consequently, any delay can negatively impact your conversion rate. Worse, if you prefer handling your sales process from your smartphone, accessing leads is extremely difficult as Facebook’s mobile app doesn’t allow you to access and download leads. 

This is where building a system to automatically include new leads into your sales pipeline becomes invaluable. And thankfully, you can do it by integrating a sales-productivity tool or a CRM with Facebook. 

But how to automate?

Many third-party tools and systems, such as connector tools like Zapier and Leadsbridge and CRMs like Privyr help you automatically import new leads generated from Facebook into your system. You’ll be instantly notified when you receive a new lead, allowing you to respond quickly and effectively. 

What’s more, some of these tools help you add leads to specific lists or workflows and segment or nurture them based on their unique attributes or interactions.

Aside from the obvious benefit of speed, automatically importing leads into your system also minimises the risk of human error. The process ensures all lead information is accurately and securely stored. Furthermore, having a correct system in place has many other benefits than just automating your leads. 

You can track the status of your leads, manage follow-ups, and analyse performance metrics to identify areas for improvement in your sales process. Such systems provide the necessary infrastructure to manage leads efficiently and guide them smoothly through the sales pipeline.

What’s the right CRM for me? 

Good question! With so many systems in the market built for different purposes, it’s important that you choose the right one for your business. And be aware, wrong systems can make things more complicated.  

The rule of thumb is to first find the CRM built for your business. If you’re a big enterprise generating  thousands of leads every day, you need advanced CRMs built to handle a large set of data and users. Some examples are Salesforce and Hubspot. Keep in mind that these CRMs may still need extra tools to import data from Facebook. 

If you’re a small business looking for a tool to make your process as easy as possible, you need a simple yet powerful CRM that automates many tasks at once. You may even want your system to help you run your sales process from your mobile device. If that’s the case, Privyr can be the perfect solution for you. 

If you need help choosing the right Facebook CRM for your business, here’s our post about the best CRMs for Facebook leads. 

Segment your leads

Leads will enter your sales funnel at different stages with different information and expectations. Treating all your leads the same is like using a one-size-fits-all approach, which mostly misses the mark. This is why segmenting your leads is important.

Segmentation involves dividing your leads into smaller, more manageable groups based on shared characteristics. These could include demographic information like age and location, behavioural data like past purchases or interactions with your business, or stage in the sales funnel.

Understanding these distinctions can help you tailor your approach to each lead, ensuring that your communication is relevant. This helps nurture a positive relationship and guide your leads towards conversion.

Some tips to segment your leads

• Let’s say you’re running Facebook Lead Ads for your education services and gathering leads who are interested in different curriculums, some, let’s say, in short-term courses and others in long-term degrees. By segmenting your leads based on these interests, you can follow up with tailored messages and offers according to each group’s needs.

• Another layer of segmentation could be the sales funnel stage. Some leads might be at the awareness stage, exploring their options, while others might be at the consideration stage, comparing different products. You could further segment your group into these stages. The ‘awareness’ segment might receive educational content about the benefits of the courses you offer, while the ‘consideration’ segment could get comparative reviews of your services versus others in the market.

• Similarly, if a lead filled out a form to download a catalogue, they might still be in the research phase, whereas someone requesting a detailed course scope or price quote is likely closer to making a purchase. Adjusting your follow-up approach to suit each lead’s stage can help improve your conversion rates.

Follow up strategically

Just as it’s crucial to understand your leads, it’s equally important to interact with them beyond the first outreach. Well-timed follow-ups  help make a memorable impression, and doing so requires a well-planned strategy.

That being said, strategic follow-up is more than just a well-timed response; it’s about delivering the right message to tap your lead’s needs and interests. Therefore, tailoring your message to your lead’s unique characteristics and behaviours is crucial. 

For instance, let’s suppose you’re a real estate agent and a lead has shown interest in one of your lead ads about a new apartment. In that case, your follow-up message shouldn’t just be a generic sales pitch about your services. Instead, it should focus on the benefits that come with the property. This level of personalisation shows that you’re attentive to their needs. This way, you can position your business as a solution provider rather than just another seller. It will also prompt your leads to take the next step.

Communication channels also play a vital role in strategic follow-up. Depending on your leads, some leads might prefer email communication, while others respond better to a phone call or a Facebook message. However, most B2C customers prefer communicating on messaging apps, especially WhatsApp. 

Track and optimise 

Efficient lead management is not a ‘set it and forget it’ process. It requires constant monitoring, analysis, and optimisation. That’s how your process can improve over time. By keeping a close eye on your data and performance metrics, you can uncover insights that drive smarter decision-making and help you refine your strategies.

Tracking your leads involves keeping a record of every interaction your business has with a lead, from the moment they fill out a Facebook Lead Ad form to the various stages of the sales process. This data can reveal patterns and trends, such as which type of content leads to the most conversions, which segments of your audience are the most responsive, or at what times your leads are most active.

For instance, if you notice that a majority of your leads who requested a product demo ended up making a purchase, you might want to put more emphasis on encouraging demo requests in your future ads and follow-ups. Alternatively, if you find that leads from a particular demographic or location are converting at higher rates, you can target these groups more heavily in your future campaigns.

The data you gather can also help you identify any bottlenecks or issues in your sales process. For example, if there’s a significant drop-off between the stage where leads are sent a price quote and the stage where they make a purchase, you might need to reassess your pricing strategy or how you’re presenting your quotes.

Instantly access your Facebook leads anywhere

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Final words

And there you have it: everything you need to know about Facebook Lead Ads! We hope this guide helped you understand the ins and outs of Facebook Lead Ads. You can now kick off your very first Lead Ad campaign perfectly.

Now that you’ve made it this far, we’d like to recommend a great tool to help you boost your conversion rate. Privyr is a mobile-first CRM that helps you manage all your leads and sales processes from the comforts of your smartphone. We’ve helped B2C businesses improve their sales by over 300%. You can use the tool for free if you want to just automatically import Facebook Leads to your phone.

Here’s a step-by-step guide that shows you how to set up Privyr to integrate with your Facebook Lead Ads, so you can start converting more leads in under a minute:

The post Everything you need to get started with Facebook Lead Ads appeared first on Privyr Blog.

We know so many of you work hard and spend lots of time on your Facebook Lead Ads, but you’re not always seeing the benefits from all of that labour! So, we’re excited to announce a new integration designed to help you capture higher quality Facebook leads at a lower cost of acquisition per lead – simply by using Privyr.

Privyr is now the only mobile-first CRM in the world to integrate with Meta Conversions API!

With the Meta Conversions API Privyr integration, you can choose to let Facebook know when you receive promising leads from your Facebook Lead Ads – all it takes is a single click within Privyr!

Facebook will then use that information to help future lead generation campaigns target leads similar to the leads you’ve marked as qualified.

That will help you run Facebook Lead Ads that perform better – meaning you’ll receive more qualified leads, at a lower cost per lead.

Skyrocket your Lead Ads’ ROI with Meta Conversions API

Here’s Facebook’s data about the results the average user achieves using Meta Conversions API.

To use the Meta Conversions API Privyr integration, you simply need to be a Privyr user who is running Facebook Lead Ads.

How to set up Meta Conversions API

Go to Account > Settings > Facebook Conversion API. Click Login with Facebook and follow the steps! You only need to set up Conversions API one time.

For more details on how to set it up, you can visit our help guide. You can also watch our webinar on CAPI, organised by Meta and Privyr!

How to mark leads as qualified

Once connected to Facebook Conversion API, you will see a new button in the Client Details for each Facebook lead. This button will let you mark a lead as qualified, whether you’re viewing a Facebook lead on Privyr app or web.

This way, Facebook has the information they need to help your ads reach more leads like those!

You know your business best, and every business is different. That means that a “qualified lead” for you may look a little different from other sales reps’. So you can decide what “qualified lead” means to you. 

Here are some popular indicators customers use to tell if their leads are qualified:

• The lead books an appointment.
  
• The lead makes a purchase.
  
• The lead schedules a viewing.

To mark a qualified Facebook lead, just go to their Client Details, then click on Facebook Conversion Lead Status or Options > Mark as Qualified on Facebook.

Then, Facebook will know that this is the kind of lead you want. When you do this for each of your qualified Facebook leads, Facebook will use this information to show your ads to people more like those leads!

Ready to start improving the quality of your leads, at a lower cost per conversion? You can connect your Privyr account to Facebook Conversions API right now.

We’re delighted to be a Meta Business Partner. But we’re even more excited for you to start seeing better ROI with your Facebook Lead Ads, using our new integration. You can also book a free discovery call with an expert who will show you how to set up Meta Conversions API for your account!

The post How Privyr’s new integration helps you get more qualified Facebook Leads (Meta Conversions API) appeared first on Privyr Blog.

Facebook Lead Ads are an easy, straightforward option to generate leads for your business. All you need to do is go to your Facebook Ads Manager, create an ad, fill in your ad details, and your lead ad is ready to go live within a few minutes. You’ll start receiving leads very soon. 

Suggested Read: Facebook Lead Ads: How to Generate More Leads in 2024

So, what’s next after receiving leads? You’d definitely want to download Facebook leads into your system as fast as possible, so you can contact them and turn them into customers. 

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While the next process may look simple, it’s time-consuming, and you’ll need to visit the Ads Manager regularly to ensure you don’t miss out on leads. After all, your response time is crucial, and you may want to contact your leads as soon as they show their interest in your product. If you contact them late, they may have already forgotten, changed their mind, or moved on. 

This is where a CRM for Facebook leads come in. A CRM can help you simplify the lead management and conversion process once you generate leads on Facebook, helping you and your team save tons of time and boost sales. 

In this article, we discuss the 5 best CRMs for Facebook leads. Read on to learn more. 

Table of contents

What is a CRM for Facebook leads

The best Facebook CRM for enterprises

The best Facebook CRM for marketing automation

The best Facebook CRM for eCommerce and analytics

The best Facebook lead CRM for Small Businesses (Desktop and Email-based)

The best Facebook lead CRM for Small Businesses (Mobile and Chat-based)

Conclusion

Best CRM for Facebook Leads

Here’s an overview of the best CRMs we’ll cover in the article.

What is a CRM for Facebook leads? 

A CRM (Customer Relationship Management platform) is any system that stores your customer data and helps you manage your relationship with customers and/or leads. It can be a sophisticated tool like Salesforce, HubSpot, or Zendesk (or Zendesk alternatives), or it could be a simple app like an Excel spreadsheet or even your phone book. 

An ideal CRM for Facebook leads may vary depending on your business. For instance, a large enterprise likely has a different lead conversion process compared to a small owner-run business. The same CRM might not be equally useful for both. 

Conversely, if you’re just looking to import Facebook leads to your spreadsheet automatically, workflow automation tools such as Zapier can be ideal options for you. 

Suggested read: 5 best WhatsApp CRMs for small businesses

The best Facebook leads CRM for Enterprises

If you are a large enterprise with dozens of departments and many requirements around reporting, forecasting, and data analytics, you’ll need a complex CRM that supports all of those use cases. In that case, Salesforce could be the best CRM for Facebook leads. 

Salesforce  

As one of the oldest and most reputable CRMs on the market, Salesforce is the system of choice trusted by many large enterprises. However, you may still need a third-party tool such as Zapier or LeadsBridge for a Facebook Lead Ads-Salesforce integration.

While its excellent customer engagement tools and visual workflows allow for efficient task management, its learning curve may be difficult for new users. Salesforce provides a free trial option that doesn’t require your credit card detail. You can just try it and figure out if it’s the right Facebook lead CRM for your business.   

Pros:

• Robust functionality through extensive features such as advanced analytics, marketing automation, and artificial intelligence through its Einstein platform. 
• Advanced customisation integration with a wide range of third-party applications.

Cons:

• Complex and steep learning curve, may require a significant amount of training to use effectively.
• Expensive for small businesses or those requiring advanced features and additional customisations.

The best Facebook leads CRM for Small to medium-sized Businesses and mobile-first sales teams

If you’re a small business in need of a simple and lightweight yet powerful tool that can be used from your smartphone, Privyr could be your best Facebook lead CRM solution. With Privyr, you can download unlimited amounts of Facebook leads for free. It’s probably the best free CRM for Facebook leads also.

Privyr 

Privyr is a mobile-first CRM that helps you receive, contact, and manage leads from your phone. It connects directly to Facebook and other lead sources without the need for third-party integration tools, giving you instant alerts of new leads. This way, you can get in touch with your leads via message or phone call within seconds.

Privyr also offers auto-personalised messages and content, trackable PDF files and pages, automatic follow-up reminders, and many more features to help you manage your leads and increase sales conversion. All of this can be done easily from your phone via their mobile app, which works with WhatsApp, SMS, email, and other popular chat apps.

Pros:

• Light yet powerful tool with simple interface.
• Effortless to learn and use.
• Doesn’t require extra tool/software to integrate with other systems or download data
• The Automatic WhatsApp Auto-Responder feature makes new lead outreach effortless and highly effective for sales teams, especially those that rely on WhatsApp for business communication.

Cons:

• Privyr is an ideal lead engagement platform for sales teams and businesses of all sizes but it’s not a marketing automation tool.

Send new Facebook Leads to your phone

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The best Facebook leads CRM for Marketing Automation

If your business involves automating marketing tasks through several different marketing channels, you need a CRM that specifically supports those processes. HubSpot is a great Facebook lead CRM for email marketing automation. 

HubSpot

HubSpot is a powerful inbound marketing tool designed to help businesses attract visitors to their websites. HubSpot provides many tools for sales and marketing processes. Apart from that, it’s effortless to connect Facebook Lead Ads to HubSpot and automate your sales process. You can send personalised bulk emails to your leads for free using HubSpot. It could be a great Facebook CRM for businesses with large sales or marketing teams that primarily communicate with their leads via email. 

Hubspot automates your social media scheduling process and also helps create personalised emails with free email templates. Its clean design allows users to easily navigate across menus. However, the workflow could be confusing for non-technical users and subscriptions may be a bit pricey. 

Pros: 

• Intuitive and user-friendly interface – easy for users to adopt.
• All-in-one platform with comprehensive suite of tools for sales, marketing, and customer service.
• HubSpot integrates seamlessly with various tools, including email platforms, CRM systems, and even Excel to HubSpot, streamlining data management and reporting processes across different platforms.

Cons:

• Limited customisation in lower tiers.
• Advanced features can be expensive for small businesses.

The best Facebook leads CRM for eCommerce and Analytics

Keeping track of customers and transactions is vital in eCommerce, and manually handling these tasks could become really complicated as your business grows. The good news is that today’s eCommerce platforms are really sophisticated and allow you to automate many processes. But when it comes to dealing with Facebook leads, the good old Excel could be a great option for eCommerce and analytics.

Excel

Excel is one of the most well-known and versatile systems that everyone knows how to use. It can be used to export your Facebook leads data and track transactions, conversions, and other types of analytics. Additionally, it’s an excellent data visualisation tool, if you know how to use it well. This simple but powerful tool can help you flawlessly track your Facebook leads conversion processes. 

One of the cons of using Excel is that it doesn’t import data from other software or apps by itself. You’ll need a connector tool like Zapier to import lead data from Facebook to your Excel sheets. Excel also has a comparatively difficult learning curve for new learners. However, it’s a great tool for analytics for familiar users.  

Pros:

• Offers great flexibility to structure data.
• Wide Accessibility with almost everyone familiar with the tool.

Cons:

• Lack of automation and integration.
• Scalability issues as managing customer relationships becomes inefficient with growing business.

The best Facebook leads CRM for Small Businesses (Desktop and Email-based)

If you’re a desktop-based small business and prefer connecting with your leads via email, Zoho might be something you want to try out.  

Zoho

Specifically designed for small and medium-sized businesses, Zoho can be a great tool if you’re spending most of your time at your desk on your laptop and email. It has a full suite of features around contact and account management, opportunity and pipeline management, task management, and more. More interestingly, its social media management feature helps keep your business interesting in front of potential leads. This way you understand your leads before they even fill up the leads form. 

Zoho CRM is easy to set up and use and has a great interface. That being said, you may sometimes find it difficult to import contacts from Facebook Lead Ads to Zoho CRM if you have limited technical expertise. Also, it may require a lot of customisation to get started.    

Pros:

• Generally affordable.
• Comprehensive set of features that include sales automation, marketing automation, and customer support tools.

Cons:

• Integration challenges as it lacks seamless integration capabilities with third-party applications.
• Less intuitive and cluttered user interface.

Honourable mention – The best Facebook CRM for Email and Chatbot based small businesses

SendPulse 

SendPulse is mostly known for its email marketing and versatile chatbot builder. It also offers an in-built CRM that allows users to manage their leads conveniently through customised chatbots.

Users can easily integrate SendPulse’s CRM with their marketing channels including Facebook. If you’re generating leads from Facebook messenger, SendPulse makes it easy to automate lead generation. Using its drag-and-drop chatbot builder, you can easily design and deploy a Facebook chatbot tailored to your needs without any technical expertise. 

Pros. 

• Straightforward CRM with email marketing, multiplatform chatbot builder, and lead generation tools 
• Facebook chatbot to help automate lead generation process with Facebook Messenger

Cons. 

• SImpler and a bit more limited functionality compared to more advanced tools 
• The free plan offers limited functionalities 

5 features to look for in a CRM to manage your Facebook leads

While searching for the ideal CRM to manage your Facebook leads, you may come across many options. However, as a small business you’ll want to choose one that streamlines your tasks and offers seamless usability to manage Facebook Ads and leads. Here are some important features you may want to consider when selecting a CRM for Facebook leads:

Integration capabilities

Ideally, your CRM must have Facebook Lead Ads integration capabilities so it automatically imports your leads into the system. This is an important feature since it eliminates the need for manual data entry and ensures each lead captured on Facebook is immediately available for follow-up. Seamless Facebook-CRM integration is extremely important to run your sales processes successfully.

User friendly 

Some CRMs, though robust, come with a steep learning curve. As a small business owner, you don’t want that. A CRM that requires a lot of training can be painfully inefficient for small teams. Therefore, always look for a CRM with an intuitive interface that makes navigation and data entry straightforward.

Lead segmentation 

Correct segmentation of your leads can make your life so much easier. You have a perfect CRM system for Facebook leads if it can do that. Segmentation can be based on criteria like demographics, engagement, and use behaviours observed through Facebook data. Additionally, a good CRM software also makes it easy for you to prioritise leads based on their likelihood to convert. 

Automation 

Automation is crucial to streamline your tasks and processes. You’d definitely want your CRM to take care of tasks such as importing new leads, setting up reminders for follow-up, etc. and help you contact leads right away. Some CRMs also come with features like real time alerts for new leads and task reminders. Automation is also important to ensure no lead is missed and all leads receive personalised messages.

Analytics and reporting

Comprehensive analytics and reporting allow you to track the effectiveness of your Facebook Ad campaigns. Always look for features that enable you to analyse the conversion rate, measure engagement, and track the performance of your Facebook Lead Ads campaign. Good analytics help make data-driven decisions.

Mobile accessibility

You need to be able to provide immediate responses and on-the-go updates to effectively manage Facebook leads. Also, reaching out to new leads on messaging apps, such as WhatsApp, has a better chance of getting a response than other methods such as emails. Therefore, look for a CRM that works flawlessly on your smartphone. A mobile-friendly CRM allows your team to access leads and communicate with them anytime and anywhere. This allows sales teams ensure timely interactions, maintaining momentum in the customer journey.

Conclusion 

An ideal CRM for Facebook leads can definitely help you save time and close more sales. If you’re looking for the best CRM for Facebook Leads for your business, first identify your requirements, then find out how a CRM can help you achieve short-term and long-term business goals. Thorough research about such tools is a good starting point. 

However, you may not want to commit to a system relying just on online suggestions. Many CRMs offer free trials. You can always try them out for a while before figuring out which one works the best for your business.  

Privyr is a highly effective lightweight mobile Facebook lead CRM for small businesses and solopreneurs. It instantly and automatically imports your Facebook leads to your phone and helps you connect with them in seconds through your preferred messaging apps (e.g. WhatsApp, SMS, iMessage). Not only that, but it also makes your sales process really smooth by assisting you to create personalised messages for your leads, setting up automated follow-up reminders, and much more. Connect with your customers from wherever you are and increase your sales at an amazing rate with Privyr. Try it for free today. 

The post The 5 Best CRMs for Facebook Leads appeared first on Privyr Blog.

You started running Facebook Lead Ads and are generating new leads. Well done! But are you finding it tricky to access, download, and contact Facebook leads fast? If so, let us help you.

How quickly you can access, download and contact your Facebook leads can make a huge difference in your success in converting them into customers. If you’re not doing it fast, you’re just wasting your marketing efforts (and budget).

Now, the question is, how to download leads from Facebook in the most efficient way.

In this article, you will learn the best ways to see and download your Facebook leads and the pros/cons of desktop and mobile options. You will also see where to download Facebook leads from.

Stick around till the end for some expert advice on the best practices to follow to triple your new lead conversion rates.

Suggested Reads:
Facebook Lead Ads: How to Generate More Leads in 2024
How to See Facebook Ads of Competitors (Free!)

How to generate leads on Facebook?

Let’s first talk about how to generate leads on Facebook so it’s easier to understand the process and where your leads end up.

Facebook offers a few different types of ads styles and formats, depending on your goals, for instance, raising brand awareness, promoting new products, gaining followers, etc. If you’re looking to generate leads, there are two main ways to get leads from Facebook Ads:

1. Facebook Lead Generation Forms: Leads submit their contact details via Facebook Lead Ads, Messenger Lead Generation, or a website contact form.
2. Click-to-Message: Leads click to message directly on WhatsApp or Facebook Messenger

We’ll focus on how to view or download leads that have submitted their contact details via Facebook lead forms, as click-to-message leads will appear as a chat in WhatsApp or Messenger.

Where are my Facebook Leads stored?

There’s one place where all the contact details you collect via Facebook Lead Ads or Messenger Lead Generation, such as a lead’s name, phone number, email address, and preferences, are saved. It’s your Facebook Page’s Forms Library or Meta Leads Center.  You should get used to navigating to the Forms Library because Facebook doesn’t inform you of new leads you generate via ads. As a result, you’ll have to visit it frequently to view and download them.

Your leads data is available on Facebook for three months, starting when each new lead submits their details. Once this period is over, you will no longer be able to view or download your Facebook lead data as Facebook automatically deletes records older than 90 days.

It’s important that you automatically save your Facebook lead ad leads to your database or manually export them every 90 days to ensure you don’t lose any of your valuable leads. 

You can access your Facebook leads from a desktop or mobile device. What is better for you will depend on the nature of your business and what platforms you use more often. 

For example, if you are a salesperson who is always on the go, you may not be in front of your laptop all the time. But, you will always have your phone with you. In this case, you should choose the best way to access Facebook leads from your smartphone.

You can access your Facebook leads from a desktop or mobile device. What’s better for you will depend on the nature of your business and what platforms you use more often. 

For example, if you are a salesperson who is always on the go, you may not be in front of your laptop all the time. But, you will always have your phone with you. In this case, you’d want to access your lead from your phone.

How to download Facebook leads

Here are a few ways to download your Facebook leads from desktop and mobile: 

Let’s look at these different ways in detail.

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Manually downloading Facebook leads via CSV/XLS (desktop only)

Now that you know where do leads from Facebook Lead Ads go, let’s learn how to download them manually. This process doesn’t require additional tools.

You can download Facebook lead information on your computer in CSV or XLS file formats. There are two ways to do this: via your Facebook Page or Facebook Ads Manager. Both methods are desktop-based and time-consuming. You will have to repeat this process many times a day for each lead form to check for new leads.

Downloading Facebook Leads from Meta Business Suite on desktop

1. Login to your Facebook account from a laptop or desktop browser.
2. Open a new window and visit Meta Business Suite by typing business.facebook.com on your web browser
3. Click Instant Forms (under Advertise). You’ll now see the list of all your forms under Lead Ads Forms section with a Download option under the Leads column.
4. Click on ‘Download.’ A new window will open with an option to download leads by date range or Download all leads.
5. Once you select your preferred option, Click CSV or XLS to download your lead data onto your computer in the format you prefer.

Downloading Facebook Leads from Facebook Ads Manager on desktop

1. Login to your Facebook account from a laptop or desktop browser.
2. Go to Ads Manager (your Facebook ads account) from your profile or by entering ads.facebook.com on your browser.
3. Click on the Ads tab (next to the Campaign and Ad Sets tabs).
4. In the results column of the ad you wish to check, click on ‘Facebook Leads’.
5. Click on ‘Download New Leads’ or ‘Download by Date Range’.
6. You will see the form name along with the number of leads. Click CSV or XLS to download your lead data onto your computer in the format you prefer.
7. Repeat steps 3-5 for each ad you want to check for new leads.

The steps above are for downloading leads via the desktop web app and will not work on the Facebook mobile app. But, if you want to download leads on your mobile directly, you can still be able to do this by accessing Facebook from your mobile web browser.

To view your Facebook leads on mobile:
1. Open www.facebook.com in the Chrome browser.
2. Click on the three dots to open the drop-down menu.
3. Select “Request desktop site” to view the full Facebook desktop site (note that this may not be supported on all devices and/or browsers).
4. Follow either of the processes shared above.

Pros: This process is free. You don’t need other systems or setup, and is suitable for one-time exports.

Cons: No lead alerts. Facebook doesn’t notify you of new leads and it requires frequent manual checking of each Lead Form or Facebook Ad for new leads. Also, the process is not convenient on mobile

How to view Facebook Leads

If you want to quickly view your Facebook leads, there are a few ways to do it. You can either manually go to the Facebook Leads Centre and check your leads or use a leads viewer tools.

Viewing Leads via Facebook Leads Center (desktop only)

You can see all your leads directly in Facebook Leads Centre. The drawback with this method is that you can only do this from a desktop web browser as it doesn’t support mobile devices.

To access your lead data, go to Leads Centre from your Facebook Business Page (next to Inbox), or from Facebook Business Suite (under the Contacts tab). 

Here you can track, organise, and manage your leads. You can view leads, set follow-up reminders, add notes, group leads by different stages, assign owners to leads, create custom audiences, and send emails.

It’s a great tool for businesses that don’t have a CRM and use spreadsheets to store customer details. Leads Centre acts as a mini CRM, automatically updated with your new lead information. 

The downside is that Facebook Leads Centre does not give lead alerts and you can’t access it on mobile devices. Since it doesn’t notify you when a new lead submits their details, you still need to manually check and download Facebook leads multiple times a day. This creates extra work and delays your response times to new leads.

Additionally, you can only access it from a laptop or desktop web browser. So you’re out of luck if you’re mostly using your phone for work or away from your desk for a while.

Note: you cannot view or access leads from Messenger Lead Generation via Facebook Leads Center.

Pros: Free, no other systems or setup needed, basic lead management features

Cons: No lead alerts (requires manual checking and downloading Facebook leads), can’t be used on mobile devices

Viewing leads using free Facebook Leads Viewer tools (desktop and mobile)

Best tool: Privyr’s Free Facebook leads viewer

If you want a simple way to view and download your Facebook leads on any device, you can use free tools like Privyr’s Facebook Leads Viewer. 

This tool helps you check and download new leads from your Facebook Lead Ads and Messenger Lead Generation within seconds. It works on your mobile phone, tablet, and laptop/desktop browser and is 100% free to use. It also doesn’t need any account creation or setup, so checking for new leads is super fast. 

Free tools don’t give real-time lead alerts and only shows leads from the past week. You’ll still need to manually check for leads, though at least you’ll be able to do so from your phone. Additionally, results are limited to the last 25 leads from the past 7 days; not ideal if you’re receiving hundreds of leads a day.

That said, you can always use this tool to quickly see new leads on your phone, then use Facebook Leads Center or CSV download to download them when you’re at your desk.

Note: Privyr’s Facebook Leads Viewer tool does not store any information about your leads or Facebook account. All data is entirely private and secure and is completely and permanently deleted as soon as you leave the page. None of this data is accessed or stored by Privyr or any other third parties.

Pros: Free, no accounts or setup needed, fast and easy to use, can be accessed across all devices (mobile phone, tablet, desktop)

Cons: No lead alerts, only shows leads from the past week, no lead management features

How to automatically download Facebook Leads with instant lead alerts (desktop and mobile)

Best integration for all devices: Privyr

If you want download leads with real-time lead alerts and manage them effortlessly on any device, using an integration such as a CRM is your best bet. Why? CRMs are built to manage leads and increase sales. They alert you when a new lead submits their details and help you track and manage your leads – all from a single app.

This can result in higher response rates, stronger relationships, and increased sales. 

Some CRMs directly integrate with Facebook so that leads are automatically added to the system (no manual checking or downloading Facebook leads). They may also give real-time alerts whenever leads submit information so that you can get in touch with them as soon as possible. But, not every CRM offers direct Facebook integration nor lead alerts. So make sure you check if the CRM you’re using (or are interested in) has these features.

If you don’t want to use a CRM to manage your leads, you can use a third-party system such as Zapier to send you lead alerts via email or SMS. You can also set up Zaps (Zapier’s automated workflows) to automatically update your spreadsheets or database.

The downside with Zapier is that setup can be quite tedious, especially if you have many Facebook Pages and/or Lead Forms. More importantly, Facebook Lead Ads is a paid integration with usage limits and increasing costs depending on your volume of leads.

Pros: Instant lead alerts, automatic Facebook lead downloads, lead management features

Cons: Costs money (though most integrations have free trials), some integrations and CRMs work better with Facebook than others

Expert advice to help you triple your Facebook lead conversions (or more!)

You will waste all your Facebook lead generation efforts if you can’t convert your leads into actual customers. Ask around, and you’ll hear of many businesses that spent tons of money generating leads on Facebook but got little to no sales out of it. 

So how can you avoid these issues and make sure your Facebook leads turn into customers?

The key is to reach out to new leads within the first few minutes – while their interest is at its peak. Research has shown that the chances of connecting with a lead within 5 minutes are 100 times greater than after 30 minutes (Forbes). A hundred times! 

But is it even possible to contact a lead within 5 minutes of them submitting their details? Not if you’re manually checking and downloading leads from Facebook Ad Manager. Then, copying data to your phone and typing messages by hand. Even receiving leads via email won’t be fast enough.

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Instead, use an integration that instantly sends leads to your phone and lets you contact them in one click. Even better, use one that works with the channels your Facebook leads use – such as WhatsApp, SMS, iMessage, or phone call. This way, you’ll be in touch with new leads while they’re the most interested and ready to buy, skyrocketing your chances of making a sale.

If you already have a way to do this – great! If not, check out Privyr. It’s a mobile CRM that connects directly to Facebook Lead Ads, website contact forms, and other lead sources to automatically download Facebook leads, give you instant lead alerts and one-touch follow-ups via WhatsApp, SMS, iMessage, email, and phone calls.

You can find out more about Privyr and sign up for a free trial at www.privyr.com/intro/facebook

FAQs

The post Best ways to download, view, and automate Facebook leads effortlessly appeared first on Privyr Blog.

If you’re generating leads on Facebook, reaching out to them on WhatsApp is one of the best ways to maximise your chances of making a sale. WhatsApp is easy, user-friendly, and everyone uses the app.

However, the issue lies in accessing and downloading your Facebook leads, and then quickly messaging them on WhatsApp.

You’ve probably experienced this frustrating cycle:

• You launch lead ads and start receiving leads
• You check the Leads Center constantly
• But you still end up reaching out late 
• And most leads don’t even reply

Good news is that there are ways to automatically message your Facebook leads on WhatsApp within a few taps, including with tool like Privyr with its WhatsApp Automation capabilities.

In this article we’ll show you how to automatically WhatsApp your Facebook leads with ease.

How to get Facebook leads instantly on WhatsApp

To message your Facebook leads instantly on WhatsApp, the first step is getting those leads onto WhatsApp in real time.

The manual process involves going to the Leads Center, downloading your leads, and then saving each contact to your phone one by one before reaching out. Not only is this time-consuming, but it also slows you down at the most critical moment, right after a lead shows interest.

By the time you reach out, many leads may have already gone cold. The good news is that you don’t have to do this manually.

There are three simple ways to get your Facebook leads on WhatsApp instantly:

1. By using a WhatsApp CRM like Privyr,
2. By using WhatsApp Business API , and
3. By using a connector tool (like Zapier or make)

Let’s look all three ways to WhatsApp your Facebook leads in detail.

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Option 1: Automatically sending WhatsApp messages to Facebook leads using Privyr

Privyr is a mobile-first lead engagement tool that streamlines your client communication and sales process to help you convert more leads into customers. It’s built for sales professionals and business owners who interact with their leads through apps like WhatsApp. Privyr directly connects with various lead sources (Facebook Lead Ads, website contact forms, etc.) for instant new lead alerts. 

More importantly, it lets you respond to new leads within seconds of leaving their details on lead sources. No typing or copy + pasting is needed. All you need to do is open your Privyr account, install the app on your phone, connect it with your lead sources, and activate WhatsApp Auto-Responder.

Privyr works with WhatsApp, WhatsApp Business, SMS, iMessage, email, and phone calls. Even better, it works with the apps and accounts you already use.

How to set up Privyr

Setting up Privyr takes less than 30 seconds. To instantly receive your leads from Facebook, log into the Privyr app and select the Facebook Pages you wish to connect. That’s it – you’re done! Here’s how to do it, step by step:

Step 1. Create a Privyr account and install the the app on your phone
Go to www.privyr.com, create your free account, and install the app on your mobile device. Privyr is available on the App Store for iOS devices and Google Play Store for Android devices. 

Step 2. Configure and connect your Facebook account
When opening the Privyr app on your phone, it will automatically prompt you to connect to your Facebook pages. Tap on the Connect Account tab and continue.   

Step 3. Select your Facebook pages
You’ll now see the list of your Facebook pages. Choose the page you want to connect to or select all pages and tap Next. 

Step 4. Accept Privyr’s settings
A window will open, showing you the permission settings. Ensure all permissions are checked for Privyr and click Done. 

Your Facebook Page is connected to Privyr. You’ll now automatically receive real-time alerts on your mobile phone whenever there are new leads . When you tap on the notification, you’ll have the option to WhatsApp the lead with an auto-personalised message. You’ll be able to connect with your new leads within minutes of them submitting interest on your Facebook form. 

You don’t need any additional integrations or complex configurations. Privyr automatically works with the regular WhatsApp and WhatsApp Business accounts from your phone. 

Even better, Privyr offers a free trial (no credit card required) and unlimited usage plans. This includes unlimited calls, unlimited messages, and unlimited lead alerts from unlimited Facebook Pages and Lead Forms (and other lead sources).

How to WhatsApp Facebook leads with Privyr

Messaging new leads with Privyr is super simple. Each time new leads submit interest on your Facebook ads, you will receive instant new lead notifications via the mobile app and email. Click the alert to view the lead’s details and responses. 

You can then use Privyr’s ‘Quick Response’ feature to reply to new leads by selecting a message template. Tap on a template to send a personalised version of it within seconds via WhatsApp, SMS, iMessage or email. No typing, copy + pasting, or saving to phonebook needed. 

Watch the video below to see how to WhatsApp Facebook leads in less than 8 seconds with Privyr!

How to automatically respond to Facebook leads on WhatsApp with Privyr

Privyr introduces WhatsApp Auto-Responder. This feature lets you automatically message new leads on WhatsApp, directly from your own number, the moment they’re captured from any lead source, including Facebook. 

WhatsApp Auto-Responder is a new feature from Privyr that lets you automatically send an instant welcome or introduction message to new leads on their WhatsApp the moment they’re captured on your lead source (like Facebook).

Once you set it up, Privyr will instantly send your message to each new lead right via WhatsApp after they submit their details, automatically and without any manual work.

It’s a game-changer for businesses that want to engage leads instantly. You’ll be able to connect with them while they’re most interested, boosting your chances of getting a reply and converting them later. Best of all, it’s fully compliant with WhatsApp’s Terms of Service, so your number won’t risk getting flagged or banned.

Option 2: Automatically sending WhatsApp message to Facebook leads with WhatsApp Business API

WhatsApp Business API is a programmatic way to send and receive messages on WhatsApp. It does not have an app or user interface but rather is a set of functions that developers or service providers can build on top of. This is why WhatsApp encourages businesses to partner with its official service providers to implement it. 

It’s great for large businesses that use it to automate their transactional messages – order confirmation, delivery status, OTPs. Or as an inbound support channel. Unlike regular WhatsApp and WhatsApp Business apps, WhatsApp does not allow sending promotional marketing messages through WhatsApp Business API.

How to set up WhatsApp Business API

There are two ways to set up WhatsApp Business API. You can either partner with any official business providers (such as those from this list). Or you can try to configure the API integration yourself.

Pro tip: Do take your time to assess which vendors suit your needs because once you select one, you’re “stuck” with them. You will need to use the vendor’s platform to send and read messages, instead of your WhatsApp/WhatsApp Business account.

Also, you can’t port your WhatsApp Business API account from one vendor to another. So, if you ever want to switch providers, you’ll need to start from scratch. You can’t transfer your existing phone number, conversations, and data.

The second option is to be a developer yourself to configure and integrate the API on your own. For this, you must submit information about your business for consideration here. The selection process is strict as WhatsApp prefers businesses using its official business partners.

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How to WhatsApp Facebook leads with WhatsApp Business API

Once you have permission to use WhatsApp Business API from an official vendor, you will use that vendor’s interface or app to send and receive messages. Their messaging platform should allow you to send, schedule, and/or set up rules to automate messages. 

If you’re a developer and receive confirmation from WhatsApp to use its API, you can configure it with your existing systems so they can interact with each other. You should be able to implement the APIs to send and receive messages automatically to suit your needs. 

In both cases, you’ll still need a process to ‘trigger’ sending messages when a new lead is received on Facebook. You can combine other systems (such as Zapier) to handle checking for new leads from Facebook. Then, have it instruct WhatsApp Business API to send your templated message to the lead.

What are the limitations of WhatsApp Business API

You can’t use the regular WhatsApp or WhatsApp Business apps with WhatsApp Business API. You can only message clients and view chats from your chosen vendor’s API integration interface. If you configured the API integration yourself, you’d need to build your own user interface.

You must go through an account application and approval process from a chosen vendor to be eligible to use WhatsApp Business API. Once you pick a vendor, you can’t change it. Your WhatsApp Business API number, chats, and data is locked to them. 

If you choose to convert your existing WhatsApp or WhatsApp Business phone number to WhatsApp Business API, there’s no going back. You’ll lose all your existing data and chat history. You also won’t be able to switch your number “back” to the regular or business WhatsApp apps.

Additionally, WhatsApp does not allow you to send promotional, outbound marketing messages from WhatsApp Business API. It also has many restrictions on the types of messages you send, and charges you per message sent with WhatsApp Business API.

Option 3: Automatically sending WhatsApp Message to Facebook Leads using a connector tool

Connector tools like Zapier or Make connect different apps together and help you automate workflows between them. They act as a “bridge” between your Facebook Lead Ads and WhatsApp messaging system.

Keep in mind that these tools don’t send messages on their own. Instead, they help pass data (like a new lead) from one platform to another, triggering actions along the way. 

How connector tools work

Connector tools follow a simple logic:

Trigger and Action

For example:

• Trigger: A new lead is generated from Facebook Lead Ads
• Action: Send the lead’s details to another tool (like a CRM or WhatsApp service)

To send WhatsApp messages, you’ll still need to connect to a third-party WhatsApp service provider that supports messaging via API.

How to set up connector tools for WhatsApp automation

To use tools like Zapier or Make, you’ll typically need to:

1. Connect your Facebook Lead Ads account
2. Choose a trigger (e.g. new lead)
3. Connect a WhatsApp messaging provider (such as an API vendor)
4. Map the lead data (name, phone number, etc.)
5. Set up an action to send a WhatsApp message

Once configured, the system will automatically detect new leads, pass the data through the workflow, and trigger a WhatsApp message via your connected provider

How to WhatsApp Facebook leads using connector tools

Once you’ve set up your connector tool, every new Facebook lead will trigger your automation workflow.

The connector tool will then check for new leads in real time, send the lead data to your connected system, and trigger a WhatsApp message through your messaging provider

You can also add delays, filter leads, create multi-step workflows, and send notifications to your team

What are the limitations of connector tools

While connector tools are powerful, they come with a few important limitations:

1. You still need a WhatsApp messaging provider

Connector tools don’t send WhatsApp messages directly. You’ll need to integrate them with a third-party service provider, WhatsApp API service, or a CRM, adding complexity and cost.

2. Setup can be confusing for non-technical users

Even though they are “no-code,” setting up workflows, mapping fields, and troubleshooting errors can be challenging if you’re not familiar with automation tools.

3. Multiple tools can lead to more points of failure

Your system depends on multiple services working together, including Facebook, connector tool, WhatsApp provider. Your automation can stop working if any part breaks.

4. Costs can add up

You may end up paying for connector tool subscription, WhatsApp API provider, and Message usage fees. This can become expensive as your lead volume grows.

5. Not always truly instant

Depending on your setup and plan, there may be slight delays, meaning your messages may not be sent immediately after a lead comes in.

Here’s a comparison table:

	Connector Tools (Zapier, Make etc.)	WhatsApp Business API	Privyr
Setup difficulty	Medium	High	Easy
Technical knowledge required	Some (workflows, integrations)	High (API, templates, webhooks)	None (just follow instructions)
Set up time	A few hours	Days to weeks	A few minutes
Works with regular WhatsApp App	(needs API provider)
Instant lead notifications	Depends on setup
Automatic WhatsApp response	(via third-party tools)	(template-based)	One-tap / assisted (fastest practical)
Reliability of delivery	Medium (depends on tools stack)	High	High
Cost structure	Subscription + API tool costs	Conversation-based pricing	Low subscription
Customization / flexibility	High	Very High	High
Maintenance required	Medium	High	Very low
Compliance / approval needed	Yes (WhatsApp provider)	Yes (strict policies and templates)	Minimal (But should follow WhatsApp TOS)
Speed to first response	Fast (if configured well)	Instant (automated)	Instant (manual tap within seconds or automatic response)

Why you should WhatsApp Facebook Leads 

With more than 2 billion active users worldwide, WhatsApp is one of the most popular messaging tools. It’s the default messaging app for many people who use it hundreds of times a day to keep in touch with friends and family. When you message someone on WhatsApp, the likelihood they’ll read (and reply) to you is very high!

Let’s rethink it from a potential customer’s perspective. Imagine you saw an interesting ad about a product or service on the Internet. You clicked on it, filled out the form with your details, and submitted it. Would you be willing to answer a call from an unknown number, or would you prefer to receive a WhatsApp message providing more details about the product or service you showed interest in earlier?  

Reaching out to your leads on WhatsApp makes your communication fast, convenient and more effective. 

Here are some benefits of reaching out to leads on WhatsApp:

Instant communication: WhatsApp allows real-time messaging, helping you connect with new leads instantly. This immediacy can boost the response rate from your leads.

Global reach: WhatsApp has a vast user base around the world. This global reach makes WhatsApp the go-to messaging app for communicating with international leads.

Convenience: Many people find sending a message on WhatsApp more convenient over reaching out to people via phone calls or emails. The platform makes casual conversation easier, which is great for quick questions or updates, plus quicker responses than other platforms.

Multimedia support: WhatsApp supports various types of media, including text, voice messages, images, and videos. This versatility is great for business communication as you can provide detailed product information, share documents, and even conduct virtual tours.

Cost-effective: WhatsApp is a cost-effective messaging tool for business communications. It’s generally free to use the regular and WhatsApp Business applications.

Business Features: WhatsApp Business allows businesses to create profiles with information like their address, business description, email address, and website. More interestingly, businesses can showcase their products and services within the app by creating a WhatsApp Catalog.

Appointment scheduling: WhatsApp can be an efficient tool for services that require appointments. With WhatsApp, it’s easy to schedule, send reminders, and confirm appointments.

A recap on using WhatsApp to message your Facebook leads automatically

You can’t automatically WhatsApp Facebook leads from your regular WhatsApp or WhatsApp Business accounts by default. You can either

1. Upgrade to WhatsApp Business API, which lets you automatically reply to leads but with several restrictions. The most important being that you can’t use your existing WhatsApp or WhatsApp Business apps.
2. Go with an app like Privyr that lets you auto-respond to WhatsApp leads or reply to leads in a few taps. Better still, from the existing WhatsApp or WhatsApp Business apps on your phone.
3. Use a connector tool to instantly get Facebook leads on WhatsApp. It may require additional set up and extra tools.

WhatsApp Business API is ideal for larger businesses that automate transactional messages – order confirmation, delivery status, OTPs. Or as an inbound support channel. But this solution has A LOT of other restrictions and limitations, and charges you per message sent. 

Privyr is ideal if you are a business owner or sales & marketing professional who personally interacts with your clients via the WhatsApp or WhatsApp business apps. You use your phone number via WhatsApp/WhatsApp Business and want to continue to do so. It also works with SMS, iMessage, email, and phone calls, so you don’t need different systems for each app.

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Privyr easily connects to both Facebook and WhatsApp so you can message new leads within seconds, in just a few taps. No typing, copy + pasting, or saving to phonebook needed.

Are you interested in trying out Privyr? Sign up for a free trial today!

WhatsApp Bulk Sender : This FREE! bulk message sender tool helps you bulk-send personalised WhatsApp messages to multiple people, even if you haven’t added them to your phonebook.

FAQs

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Overview

• What is Facebook Offline Conversion?
• How does Facebook Offline Conversions work?
• How Facebook Offline Conversion Tracking helps you get better leads
• How to set up Facebook Offline Conversion Tracking

What is Facebook Offline Conversion?

Facebook Offline Conversions refer to sales activities that happen outside the virtual world after a lead encounters your Facebook Ad.

Although you’re generating these leads using an online channel, the rest of your sales process actually takes place offline. For example, after seeing your ad, a Facebook lead could decide to:

• Book an appointment or consultation with you through call, WhatsApp, iMessage, etc.
• Visit your store in person, and maybe even make a purchase.
• Pay for your product or service via bank transfer.

In these cases, you would consider the lead to be “converted” or at least “highly qualified”, and you’d want Facebook to find more people like this for you.

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However, Facebook doesn’t know about these specific conversion events at all because they happened offline, so you won’t be able to use them to your advantage when running your next Lead Ad.

What if you could tell Facebook which leads were good and which ones were bad, specifically for your line of business? This is where Facebook Offline Conversions Tracking‌ comes in.

How do Facebook Offline Conversions work?

Facebook, on its own, doesn’t know whether a lead booked an appointment or bought from you offline. However, you can “feed” this information to Facebook as offline conversion events.

This can mostly be done automatically, especially if you’re already using another tool to keep track of your clients, such as a CRM, ‌online accounting software, or point-of-sale (POS) system.

These tools are where you’re probably already capturing information about conversions you made offline. For example, when you make a sale from a Facebook lead, you may have tagged them as “bought” in your CRM tool.

Now, you just need to send this data to your Events Manager on Facebook so it can be used to inform and improve your upcoming Lead Ads.

Setting up Facebook offline conversion tracking might seem a little intimidating at first, but we do our best to simplify the process later in this guide.

How Facebook Offline Conversions Tracking helps you get better leads

Tracking whether you converted your Facebook leads offline gives you better insight into the performance of your Facebook Lead Ads.

• Instead of going by the number of leads each ad generated, you can find out the number of paying clients a specific ad generated for your business. You’ll know exactly what your return on investment was on a specific Lead Ad.

• Better yet, by sending this offline conversion data to your Meta Events Manager, you can create lookalike audiences so Facebook shows ads to people who are more similar to the clients you’ve converted offline.
  
• Facebook’s algorithm will even use this data to find you even more potential buyers in your active ad campaigns. This could give you much better returns on your ad spend.

• You could also create custom audiences from offline events to retarget potential clients who have interacted with your business in person (but haven’t converted yet).

In short, Facebook offline conversions tracking gives you a better understanding of your Facebook Lead Ads and better control over your subsequent lead generation efforts. Better targeting, better leads, better chances of conversions.

How to set up Offline Conversions Tracking for your Facebook Lead Ads

In this tutorial, we’ll show you how to set up your Facebook Lead Ads conversion tracking in 4 steps. Keep in mind that you’ll need the following items for this tutorial: a Facebook Business Manager account, a Facebook ad account, and an offline event data set.

To keep it simple, this tutorial only covers the process of uploading your offline conversion data as a CSV file.

• Step 1: Make sure that you are tracking your offline conversions using a separate tool
• Step 2: Save your offline conversion data as a CSV file
• Step 3: Create an offline event set in your Events Manager
• Step 4: Upload your offline conversion data using a CSV file
• Step 5: Map the data correctly

Step 1: Track your offline conversions (using a separate tool)

In order to have offline conversion data to share with Facebook, you must first have a system to track whether each lead has converted offline or not. This does not have to be a complicated system.

In fact, you’re probably already tracking your sales activities in some way (and you just don’t realise it yet). Some examples are:

• You’re using an Excel spreadsheet to keep track of your leads. And every time someone buys from you or books a meeting with you, you mark them as “QUALIFIED”.
• You’re using a CRM tool like Privyr, and you tag a lead as “BOUGHT” when they convert.
• You’re using a POS system, and you mark a customer’s invoice as “PAID”.

If you’re already tracking this data, even if it’s just in a simple way, that’s great! In a later step, we just need to convert this data into a format that Facebook understands. 

Step 2: Save your offline conversion data as a CSV file

The next step is to convert your offline conversions data into a file that you can upload to Facebook – in this case, it’s a CSV file.

• If you’re already managing your leads using a spreadsheet, you can easily save it as a CSV file.
• On the other hand, if you’re using another tool to track your offline conversion activities, you may also be able to export your customer information as a CSV file. Just check whether the tool allows you to export data out of it. For example:
  • If you’re using Privyr CRM to manage your leads, you can easily export your Client List as a CSV file.

Want to start from scratch instead? You can download an example CSV file from Facebook here, and fill in the blanks.

VERY IMPORTANT: While getting your CSV file ready, make sure that it contains a column that indicates the offline conversion event. The data in this column should reflect the specific type of event that has taken place, such as appointment bookings, or in-store purchases.

Click here to see what type of Standard Events Facebook currently supports.

Step 3: Create an offline event set in your Events Manager

Now that you have offline conversion data set ready, it’s time to bring it over to Facebook so you can start generating higher quality leads there.

1. First, open your Facebook Events Manager by going to Meta Business Suite → All tools → Events Manager.Click on “Connect Data”, and select “Offline”.

2. Name your dataset.

3. Next, add your website if you have one, and follow their instructions to set up the connection. Otherwise, you can just close the pop-up window (see screenshot below).

If you want, you can also add collaborators to this offline event set, and manage how they can interact with this data. You’ll need to go to your Business Settings for this. Here’s more information on how to manage permissions for Facebook offline events.

Step 4: Upload your offline conversion data using a CSV file

In the overview of the offline event set you just created, scroll down to see the various options to sync your offline conversions data to this specific set, including:

• Set Up Conversions API
• Setup Meta Pixel
• Link app (This option does not support all apps.)
• Upload CSV File

In this tutorial, we’ll upload your offline conversion data as a CSV file. You can scroll all the way down to find this option.

1. When the upload screen pops up, you can proceed to upload your CSV file.

Quick Tip: At this step, you can also check whether you’ve entered your data correctly in your CSV file by clicking “View Examples” of different data types that Facebook supports (see screenshot below).

2. Click on “Next: Map data” to proceed to the final step.

Step 5: Map your data correctly

Facebook will automatically identify the data type in each column of the CSV file you’ve uploaded. But just to be safe, you should double-check that Facebook has mapped each column to the correct data type.

So the phone number column should be mapped to “Phone Number”. The offline conversion column should be mapped to “Event Name”.

1. If there is any missing information, incorrect mapping, or formatting issues, you will see a warning or error message. To resolve any data that is incorrectly mapped, just hover your mouse over the header of the column you want to edit and click on the pencil icon.

2. Then, you can manually map the column to a standard data type provided by Facebook, or even create a custom one. You can also skip a specific column entirely by selecting “Ignore”.

3. Once you’re done resolving as many errors as you can, click “Next: Review”. The next screen will show you how many rows are ready to upload, the expected match rate, plus any remaining warnings. Try to resolve as many issues as you can before proceeding.

4. If everything looks good, click “Start Upload”. This could take up to 15 minutes or more, after which you’d be able to see your data in both your Facebook Events Manager and ads reporting dashboard.

And you’re done with the setup! Now Facebook will automatically match your offline conversion data with any active ad campaigns that are associated with this event set.

Simply open your Ads Manager to find out which offline conversions you can link to those users who have viewed or clicked on your Facebook ads.

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Summary

If you want to take your Facebook ad performance to the next level, you should start tracking ‌the offline conversion activity of your Facebook leads.

This is especially true for salespeople and solopreneurs in industries like real estate, bespoke services, or any other industry where the “sales” often doesn’t take place on the web. Connecting your offline efforts of closing a deal to your online efforts of generating new leads creates a feedback loop that gives you the best possible results on your ads.

The first step to start taking note of every Facebook lead you’ve converted. If you don’t already have a simple system to track your customers, give Privyr CRM a try. It works seamlessly on your smartphone (or laptop), and it only takes a few seconds to connect to your Facebook account.

The post How to set up Facebook offline conversions tracking (and get better ad results) appeared first on Privyr Blog.

People often complain that Facebook doesn’t offer quality leads. You might have heard that you either need to spend a lot of money on Facebook or turn to other platforms to get better leads.  But most of the times, generating low quality leads has nothing to do with the platform.

No platform can guarantee satisfactory results if a Lead Ad takes the wrong approach. And keep in mind that Facebook is still one of the best platforms to generate leads because of its massive user base and daily engagement rates. 

But the question is, how can you run effective lead generation campaigns on Facebook? 

For a start, we can learn from analysing some success stories with Facebook Lead Ads. 

In this article, we’ll discuss the best practices of Facebook Lead Ads and explore some case studies – plus reasons behind their success. By the end, you’ll have a clearer direction on how to run your campaign successfully.  

What makes a successful Facebook Lead Ad?

Facebook is a great platform to collect leads, but at the same time, it’s highly competitive. Therefore, generating leads successfully through Facebook Lead Ads requires more than just knowing how to create and publish an ad. Successful ads target the right people, attract them, and guide them through the process smoothly. 

However, it doesn’t take a lot of time and effort to learn and implement these practices in your lead ads. Here are the most important ones you should know.     

Targeting the right audience

Conveying the message to the right audience is the most important part of any promotional activity. It’s essential to ensure that your Lead Ad is targeting the right people. In order to do that, you’ll need to allocate some time to understand your audience, including their problems, preferences, and general profiles. This not only helps you during the ad creation step where you specify a target audience based on demographics, but also guides you in creating relatable and relevant messages. 

Using visually appealing design

As people scroll through the content really fast, your ad should have a wow factor that stops them from scrolling further. People only interact with visually appealing content. To capitalise on this, your ad creative should be attention-grabbing. It includes eye-catching images or videos and concise text that complements the visuals. If you have a limited design knowledge, consider using a photo enhancer to improve clarity, lighting, and overall quality to make your visuals even more striking. High-quality graphics compiled with compelling ad copy can compel users to pause and consider your offer.

Simplifying your forms 

The goal of a Lead Ad is to generate leads. Though it sounds simple enough, there’s a catch: people are often reluctant to share their personal information. However, this hesitation can be mitigated by asking for only the most essential information. The less time and effort it requires to fill out the form, the more likely users will complete the form and click ‘Submit’.

Optimising ads for mobile 

With more than half of Facebook’s users accessing the platform from their mobile devices, you should want to optimise your ads for mobile. Therefore, make sure that your forms load fast and are also easy to fill out and complete on smaller screens. Remember, poorly formatted forms can lead to frustrated users and missed opportunities. Facebook Lead Ads are responsive by default, but always ensure they work just as well on smaller devices. 

Including clear call-to-actions

A Call-to-Action (CTA) button is not just an instruction, it’s a persuasive tool designed to encourage users to take action. Ensure your CTA button is clear, concise, and tells users exactly what they’ll get after clicking.

Testing and optimising regularly

The key to any successful marketing strategy lies in continuous testing and optimisation. Without creating and testing different versions of your ad, you’ll never be able to make the most of your campaign. Experimenting with different visuals, ad copy, CTAs, and forms helps you determine what resonates best with your audience. Use Facebook’s built-in A/B testing tool to compare different ad versions, and make informed decisions based on their performance to improve your lead generation efforts. 

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Successful Facebook Lead Ads: Case studies 

Let’s take a look at some successful Facebook Lead Ads examples and discuss the best practices that helped them achieve their desired results. 

1. Mira Clinic 

Mira Clinic, a Turkey-based cosmetic dentistry and plastic surgery clinic, ran a lead generation campaign featuring testimonial videos of clients and influencers. They A/B tested the ad, one with Leads Optimisation and the other with Conversion Leads Optimisation. As a result, conversion leads optimisation helped them generate 48% more quality leads.   

Elements of success

• Targeting the right audience: Mira clinic knows who their audience is, and as a result, they were successful in targeting them with the right message 
• Attention grabbing Ad Creative: The use of video with a compelling message worked perfectly to grab the attention of the target customers. 
• A/B testing: Testing various versions helped them find the one that generates quality leads. As a result they ended up generating 48% more quality leads, with each lead costing 36% lower.   

2. OSK Property 

This Malaysian real estate developer ran a Facebook Lead Ad campaign and earned 3 times more leads with Facebook Lead Ads using the right communication channel. They ran a split test comparing two lead-generation campaigns using the same creative – one campaign showing a form pre-filled with information from their Facebook profile, while the other redirected customers to automated question-and-answer experience on messenger. 

With the split test, they identified that though the ad creative was successful in attracting target audience, lead generation on messenger generated more quality leads. 

Elements of success

• Right targeting and messaging: With a message that resonates with their consumer base, OSK property successfully grabbed the attention of their audience 
• A/B testing and finding the right lead generation channel: Testing two different versions offering two different user journeys, the company figured out which approach their customers preferred. As a result, they were able to generate 3 times more qualified leads through Facebook messenger. 

3. SumUp

The European FinTech company, SumUp, managed to generate quality leads and reduce its cost per lead by using lead filtering with Instant Forms. 

The company had been generating a huge amount of leads through Facebook Lead Ads. But there was an issue: Of all the collected leads, very few were quality leads. As a result, cost per lead was high. As they were struggling to attract accurate leads, they decided to test Lead Ads with a new feature – lead filtering. 

Lead filtering allows businesses to include a customised qualifying question in the Lead Form before people can submit their information. Thus, SumUp added a question, “Are you a business owner?” to their form. The question helped them filter the audience and collect quality leads by discouraging non business owners from completing the form. 

Elements of success

• Attention grabbing ad design: With an attention grabbing ad design, SumUp was able to attract a huge number of leads on Facebook.  
• A/B testing: Although the ads were collecting a lot of leads, there were very few quality leads, causing higher cost per lead. To fix that, they A/B tested their Lead Form with a new feature called lead filtering. Lead filtering helped collect quality leads and decrease cost per lead. 

4. Additive

Additive is a hotel marketing and sales automation agency. Running Lead Ads on Facebook helped them double their conversion rate and increase qualified leads by 3.7 times.

Additive’s ads featured stunning images of the luxury resorts and people. It also highlighted a €30 voucher for anyone who signed up. Additionally, they made the lead form submission process easier by using pre-filled lead forms with the customer’s name and email addresses added in already. They then conducted a multi-cell A/B test on different ad creatives which helped them identify the most engaging one.

Elements of success

• Stunning ad creative and enticing message: Additive used vibrant and high-quality graphics to grab the attention of people, and it proved to be a success. Plus, the enticing message in the form of a discount encouraged more people to click on the ad.  
• Simple lead form: Effortless lead form helped users to easily submit the form (details already filled out for them), resulting in a good conversion rate. 
• A/B testing: Testing different ad creatives helped Additive identify the best performing design. As a result, they were able to maximise lead generation. 

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And now it’s your turn!

Now that you know how to create and run successful Lead Ad campaigns on Facebook, go for it! On that note, you probably also want your next steps to run just as smoothly. After generating your leads, your primary goal is to convert as many of them as you can into paying customers. And you might already know that running the sales process manually causes delays and human errors, leading to missed opportunities. 

Privyr is a mobile-first CRM that helps you run your sales process smoothly from your mobile phone. It seamlessly integrates with your Facebook Lead Ads and automatically imports new leads into your device, allowing you to contact them right away on popular messaging apps like WhatsApp. Not only that, the app also helps you set an effective follow up schedule based on your interactions with leads, personalise and streamline the messaging process, and easily distribute leads to your team members.

It’s super fast and easy to set up automated downloads and lead alerts for your Facebook Lead Ads, right from your phone. Watch our step-by-step guide above.

Sounds interesting? Try Privyr for free today.      

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