Integrate Meta lead forms from Facebook and send contacts to Walla. Available within the Meta Business Suite, this feature streamlines the transfer of lead information effortlessly.
This feature is exclusively accessible to businesses with the paid for Marketing Suite.
š§āš» Please note that Walla Support doesn't assist with setting up or making these forms. The information we're giving you is straight from Meta's support center, so we're not experts on making these forms. If you encounter any issues during the process, you'll need to refer to Meta's support center for help.
Create the Form in Meta Business Suite
To create a lead form you must already have Meta Business Suite. After signing up for Meta Business Suite, create a lead form within Meta Business Suite. Weāve provided basic steps here on how to create the necessary form within your suite.
Select Marketing Center from the main navigation menu
Log in to Meta Business Suite
You will be prompted to input Facebook account credentials
Select the Business Portfolio you want to connect to. Detailed instructions for this step can be found here
Go down to All Tools in the side navigation bar
After selecting All Tools, additional content included a search bar will pop up
In this search bar, type āInstant Formsā
Select Instant Forms
Choose Create Form to start setting up your lead form
From the LeadGen screen, select Create a lead form which will open up a new dialog. The form is very good at not letting you leave anything blank, so if you miss something youāll definitely know!
Remove āFull Nameā and instead add āFirst Nameā and add āLast Nameā. This is very important he in order for the integration to work with Walla! Email appears by default and is also a required field. You can continue filling out the rest of the information and customizing to your liking.
āAfter this youāre all set up to insert or share your Leadgen form. The integration will send First Name, Last Name, and Email information over to Walla automatically.
Metaās lead form documentation can be found here ālink .
Video on How to Set Up a Lead Form
Connect Meta Business Suite to Walla
To ensure that youāre connected and the information will be sent youāll just have to check your integrations in the business.facebook portal āand you should see us in the connected app assuming youāve authorized us through Walla to receive this information. You can confirm Walla is connected to your Meta Business Suite by going to the Marketing Center within Walla and log in. If you see the green Connected badge then youāre all good to go!
Log in to Meta Business Suite
Navigate to Walla
Select Marketing Center from the main navigation menu
Select Log in under Business Suite to connect Walla to your Meta Business Suite
Things to Know About the Meta Business Suite Lead Form Integration
What to do if a signed-in user has no pages or does not have the leads from the page they are targeting.
Leads come from LeadGenForms which are owned by Pages. Users are given access to Pages and must have sufficient ownership to view leads. The following should be checked: During sign-in, a user should ensure the page they require access to is listed and select the pages that they want access to.
Ensure that permissions are set appropriately:
Ensure that the user is a Page Admin
Ensure that Lead Access Manager is Enabled. More information can be found here
Ensure page access for that user includes leads (in Meta Business Suite, select your page, then select Settings->Accounts->Pages->Select the name of the user and ensure that user has Leads Access)
Walla App is not added as a CRM to Meta Business Suite for Leads Access
In order to use Walla App as a CRM -- you must make sure that it is connected. Things to check: After the Walla application is installed for the page, go to Meta Business Suite and select your page, then select Settings->Integrations->Leads Access->CRMs and assign Walla Leads as your CRM.
Other useful tools -- if you have developer access -- try the Lead Ads Testing Tool
Select your target page and it will whether that user has the proper permissions to that page
It should list "Walla Leads" as an installed application and tell you if there's any issues associated with that application (i.e. not added as a CRM for Leads Access)
It will give you an option to filling out a form and creating the lead and the lead will be delivered to Walla (and it will show the status)