Integrate with Facebook Lead Ads

When you run Facebook ads, you can include forms to capture information about people who are interested in your products and services. This integration lets you add people who fill out your Facebook lead ad form to your Customer.io workspace, then trigger campaigns so you can convert your Facebook leads to customers or users.

 Your workspace must identify people by email to use this integration

If your workspace does not identify people by email address, you can create a new workspace to take advantage of this integration.
Lead ads page with an active form
Lead ads page with an active form

Overview

To set up a Facebook Lead Ads integration, you connect your Facebook business account to Customer.io, activate the forms you want to capture leads from, and map fields from your forms to attributes.

When a person fills out your Facebook lead ad, Customer.io receives a form_submit event containing the Facebook lead form ID, the form name, and values representing the form submission.

This form_submit event adds a person to, or updates a person in, your workspace. You can also use it to trigger campaigns, add people to segments, etc.

Prerequisites

To take advantage of this integration, your Facebook lead ad forms must capture email addresses, and your workspace must use email address as a unique key. Customer.io maps email addresses from your form to people—each email address represents a unique person in your workspace. You can map additional fields in your form to attributes in Customer.io.

Set up a Facebook Lead Ads integration

Your workspace must identify people by email address to use the Facebook Lead Ads integration. If your workspace identifies people by ID, you can create a new workspace to use this integration and capture leads.

  1. Go to Settings > Integrations > Facebook Lead Ads.

  2. Click Sign in with Facebook to connect

  3. Enter your Facebook credentials and click Log In.

Customer.io now lists your Facebook lead ad forms, but you still need to Activate the forms that you want to use to add people to your workspace and trigger campaigns.

Activate a lead ad form

When you activate a form, Customer.io begins capturing form_submit events whenever someone fills out the form. This event adds people to, or updates people in, your workspace, and can trigger campaigns.

When you activate a form, you map form fields to attributes you want to set on people in Customer.io.

  1. Go to Settings > Integrations > Facebook Lead Ads.

  2. Click Activate for the form you want to activate.

  3. Map form fields to attributes in Customer.io. Your form must have a field that maps to an email address.

    map form fields to attributes
    map form fields to attributes

  4. (Optional) Click Next to assign or update Added Attributes. These are static attribute values that do not come from form fields and apply to everyone who fills out your form. These attributes are not unique to individual respondants.

  5. Click Activate.

Manage form attributes

You can change the way fields in your active forms map to attributes in Customer.io.

  1. Go to Settings > Integrations > Facebook Lead Ads.

  2. Click the options icon, and select Manage form.

  3. Change the Mapped Form Fields or Added Attributes. If you disable an attribute, your form will still capture these values, and they’ll appear in form_submit events, but they won’t be set as attributes on people in Customer.io.

    manage form fields
    manage form fields

  4. Click Save changes.

Test form events

You can send test form_submit events representing a person who has already filled out your form to test campaigns or broadcasts triggered from Facebook lead ads.

 Test events do not affect attributes

Test events only test campaigns, messages, etc using the values from your form, but they cannot add or update people in your workspace. If you want to perform an end-to-end test, you can send a test event from the Facebook Lead Ads Testing Tool.
To send a test event:

  1. Go to Settings > Integrations > Facebook Lead Ads.

  2. Click the options icon, and select Test form event.

  3. Find the person you want your event to represent. This person must already exist in your workspace.

     Use a test person

    If you send a test event for a real member of your audience, you may inadvertantly enter that person into a campaign or send them messages. We strongly recommend testing events using your own internal email address or a test address.

  4. Fill out test values for the form.

  5. Click Send form_submit event.

Deactivate a form

Deactivating a form prevents it from sending events into Customer.io and capturing new respondants. Deactivating a form does not affect leads that already entered your workspace by filling out the form, nor does it archive a form in your Facebook business account.

  1. Go to Settings > Integrations > Facebook Lead Ads.

  2. Click the options icon for the form you want to modify, and select Deactivate.

  3. Type the form name and click Deactivate.

Trigger a campaign from a form

When you have Active Facebook lead ad forms, you can trigger campaigns whenever someone fills out a form.

 Using liquid in form-triggered campaigns

In your campaign, you can use liquid representing attributes you set from your form or properties from the form_submit event itself. You might want to use event properties if you want to reference a form field value that you don’t set as an attribute on people who fill out your form.

To set up a form-triggered campaign:

  1. Go to Campaigns and click Create Campaign or edit an existing campaign.

  2. Click They fill out a form and select the Trigger form that causes people to enter the campaign.

    Trigger campaign from a lead ad form
    Trigger campaign from a lead ad form

  3. Finish setting up your campaign as normal.

When you review and start your campaign, people who fill out the form on Facebook automatically enter your campaign, helping you automate a conversation with, and hopefully convert, your leads to customers or users!

You can see the campaign(s) triggered from your form on the Facebook Lead Ads integration page.

Lead ads page with an active form
Lead ads page with an active form