Lead Forms

1. Click Settings & Tools (gear icon) in the top menu.

2. Select Lead Forms in the dropdown menu.

3. Click the + Add New Template button toward the bottom of the window.

4. Fill out the Lead Form Blueprint Name and Blueprint Vertical fields.

5. Complete the additional fields, found in the dropdowns:

   • Intro: Provide at least an Intro Headline and Intro Content.

   • Questions: Include the fields you'd like a user to fill out when they submit a form (e.g., First Name, Email, Phone, etc.). Click + Add Question to add more fields. Select Custom Text Input to customize your own questions.

   • Custom Disclaimer (Optional): Add if applicable.

   • Privacy Policy (Required): Provide a privacy policy URL.

   • Thank You: Enter the message you want users to see after they submit their information.

   • Options

     • Form Type: Select "More Volume" or "Higher Intent."

     • Form Sharing: Select "Restricted" or "Open."

     • Tracking Parameters & Promoted Page Id: Inputing values here allows you to define the promoted page ID within the lead form using a tag.

6. Once you've completed all the necessary steps, click the Save button in the top right.

Note: You can enter URLs directly or by using a tag (e.g., [account.domain]/privacy-policy). Use the tag pane to the right to find the tag you need and copy/paste it into the appropriate field.

1. Go to Blueprints in the top menu.

2. Select a Blueprint from the list and then a Facebook campaign.

3. In the Basic section of the Blueprint's information, select Leads in the Goal field.

4. Select an existing or create a new Facebook blueprint campaign. Under Goal, select Leads.

5. Click the + New Ad Group button toward the button of the window—you may need to scroll down. For the following fields, select:

   • Conversion Location (Destination Types): Select Instant Forms.

   • Ad Delivery Optimization: Select Lead Generation.

6. In the new ad group, Select the creatives dropdown, and click + New Creative at the bottom.

7. In the tags pane on the right, select the Fluency tab.

8. Click the + next to lead-form-templates to open the list of lead form templates. 

9. Hover over the lead form you want to use and click the clipboard icon to copy it.

10. Paste it into the field Lead Form Template for your creative.

11. (Optional) Enter a unique name under Lead Form Name. Note: This is useful for distinguishing Blueprint-generated lead forms from existing ones. You can use a tag, such as [account.city] (BP), which could generate "Burlington (BP)" as the unique name at the partner.

12. Click Save Changes in the top right to save your creative.