Meta Ads Forms
You can integrate your Facebook signup form with SprintHub; in this way, registered leads will automatically land on the platform.
Before we begin, integration with Meta accounts is required.
To get started click on Settings, then on "System".
Then select the form you want to integrate and click the gear:
By clicking the gear, we will configure some settings for this form:
In this example, we will map the lead fields and add a segment so that a flow is triggered right after the lead comes in.
The first step is to map the lead fields, that is, what they fill out in the form will also be registered in Sprinthub.
At minimum, the name field is required to register and find the lead in Sprinthub. If the fields are not properly configured, you may lose the chance to contact this lead.
Another important step is tracking through UTM tags and the destination URL of a page tracked by Sprinthub.
If your form redirects the lead to a website tracked by SprintHub, configure the redirection URL here as well as the UTMs configured in the form so we can link the visit to the lead.
This is important for custom reports and dashboards; you can filter by UTM campaign, source, term, and medium to know where more leads are coming from. Below is more information about these reports.
You can add more than one tracking for this form:
The last part is additional actions, where we have the option to add a tag to the lead with the ad campaign name, which will create a tag using the created campaign name as parameters. Add new leads to a segment and choose which actions the form will take after the lead enters Sprinthub.
Tag and segment are important for reports, but also in the segment you can trigger an automation flow that will perform actions with this lead as soon as it enters. Whether it is triggering a chatbot, sending an email, performing other actions, etc. To learn more about automation flows and how they are started, click below:
"If the submitted form contains information from a lead that already exists in the system (based on your unique identifier field settings), what should we do?"
Create a new Lead: A new Lead is created, which can later be merged if duplicated;
Update existing Lead: Updates the data in the existing Lead, overwriting the information;
Do not update the Lead: It will be added to the Lead's history that the form was submitted again.
After making the settings, click on Save changes:
Example of a form submission
In the case of example that we created, we used a standard form created directly by the Instagram app. In it, we added the 'Learn more' button to the profile, and when clicked, the customer is directed to the form.
After submitting, we will verify whether the registration reached SprintHub. To do this, we will first analyze the segment "Instagram Form";
We can confirm that we already have a lead registered;
By clicking on the segment we can confirm the lead creation date:
And by clicking on the lead we can see in the lead history that it actually came from filling out the "Instagram Form", it was added to the respective segment and was also automatically created in the CRM:
No CRM we can see the opportunity created;
Learn how to create automations
Choose the page, the form, and then click on Create Lead:
Facebook will send a test lead, to create a new test just delete the one created at this moment:
We can see that in the segment "Facebook Form" we already have a lead registered;
By clicking on the segment we can confirm the lead creation date.
Notice that the lead data is different, this is normal, as it is only a test registration:
And by clicking on the lead we can see in the lead history that it actually came from filling out the "Facebook Form", it was added to the respective segment and was also automatically created in the CRM:
In the CRM we can see the opportunity created;
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