How do I create a form in Facebook?

If you have a Facebook Page for your business or organization, you might want to add a Web form to it. Web forms add another layer of functionality to your Facebook Page by allowing customers, fans or followers to be able to subscribe to a newsletter, contact you at a particular email address or make suggestions.

  1. 1.

    Log in to Facebook, type "Static FBML" into the search box and then click the magnifying glass icon to bring up a list of results. FBML stands for Facebook markup language; it is Facebook's version of HTML.

  2. 2.

    Click the "View App" button to the right of the "Static FBML" app name in the results list. The Static FBML app is the app that allows you to add a Web form to your Facebook Page.

  3. 3.

    Click "Add to my Page" next to the Page on which you want to add the app.

  4. 4.

    Click the "Facebook" logo to return to your Facebook homepage.

  5. 5.

    Click "Ads and Pages" in the left-hand sidebar.

  6. 6.

    Click "Edit Page" under the page name on which you added the Static FBML app.

  7. 7.

    Click "Edit" under FBML in the results list.

  8. 8.

    Type a title for the Web form in the Box Title field. For example, type "Subscribe to our mailing list."

  9. 9.

    Open your Web form editor and then copy and paste the code into the FBML text box.

  10. 10.

    Click "Save Changes" and then click the name of your page at the top of the screen.

  11. 11.

    Click the "Boxes" tab and then click the "Pencil" icon to the right of your Web form name. In this example, the pencil icon will appear next to "Subscribe to our mailing list."

    Want to collect more leads using Facebook? Have you considered using the platform's built-in lead form feature?

    In this article you'll learn, step-by-step, how to set up effective Facebook lead ads. You'll discover which lead gen form options to use, how to add custom questions and fields to your form, and more.

    How do I create a form in Facebook?

    To learn how to create Facebook lead ads, read the article below for an easy-to-follow walkthrough or watch the video below:

    

    #1: Set Up Your Facebook Lead Form

    One of the great things about Facebook lead ads is that they minimize the amount of friction with your audience. If you send people offsite (off of Facebook) to, say, the third-party landing page software you use, that page may take 3–10 seconds to load. When you create a Facebook lead form, it's an instant experience, and Facebook pre-populates the form with the information from that user's Facebook profile, allowing you to capture a lead in 5–10 seconds.

    Before you can run Facebook lead ads, you need to create the lead form itself. To do this, go to your Facebook page, click on the More tab, and select Publishing Tools.

    How do I create a form in Facebook?

    Now that you're in the Publishing Tools section of your Facebook page, click on Forms Library on the left.

    How do I create a form in Facebook?

    In the top-right corner of the Forms Library, click Create.

    How do I create a form in Facebook?

    On the next screen, select the option to create a new form and click Next.

    How do I create a form in Facebook?

    Start by giving your form a name in the Create Form window. For this example, we're creating a form for a free case study so the name reflects that.

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    For Form Type, you can choose from two options: More Volume or Higher Intent. The More Volume option is a good choice if you're trying to get as many leads as possible. If you want to focus on driving high-quality leads and eventually high-quality sales, choose the Higher Intent option.

    How do I create a form in Facebook?

    The option you choose here will affect your overarching return on ad spend and how successfully your form generates leads. We'll choose More Volume for this example.

    Next, click on Intro and type in a headline (“Free Facebook Ads Case Study,” for instance).

    For the image creative, you can either upload a custom image, a static piece of creative that follows your ad around for eternity, or use dynamic creative, which is variable to the ad that you're running. I recommend using Dynamic Image so you can split test and switch out ad creative without having to create new forms in the future.

    In the Layout drop-down, you can choose either Paragraph or Bullets—it's up to you how you want your form to look.

    Also provide some kind of call to action (CTA) or a description of the form that people will be filling in. Ask yourself why someone would want to provide you with their email address, phone number, and contact information. In this case, we're using a lead magnet to give people access to a case study so we can capture their email address and add them to our email list.

    How do I create a form in Facebook?

    You can do lots of really cool things with your Facebook lead ads. Let's say you want to do a survey or ask people for more information so you can get their email address and full name. In the Questions section, click Add New Question and choose contact fields, user information, demographic questions, work information, or national ID number.

    How do I create a form in Facebook?

    You can also create custom questions with multiple choice and conditional logic, schedule appointments, or qualify leads.

    How do I create a form in Facebook?

    Seeing all of these options and fields, you might be inclined to get as much information from your audience as possible. Don't do that—the more questions you ask, the less likely you'll convert these leads.

    Pro Tip: I recommend asking for the minimum information needed to achieve the goal of your Facebook lead ad campaign. The idea is to minimize the friction points in generating those leads from your audience.

    Next, fill in the fields in the Privacy Policy section. To run a Facebook-compliant lead ad, you need to link to a privacy policy. The easiest way is to create a privacy policy on your website, paste that link here, and make the link text “Privacy Policy.”

    How do I create a form in Facebook?

    Depending on where your business is located and where you're generating leads from, you may need to add a disclaimer (for instance, a GDPR disclaimer) if it's not included in your terms of service or website privacy policy. You can do that by clicking the Add Custom Disclaimer checkbox.

    Now complete your thank-you screen. For this example, we'll type, “Thanks, you're all set,” for the headline. For the description, we'll use, “Thanks so much for filling in your contact information. Please click the link below for instant access to the case study.” Obviously, the description is relevant to what we offered in the form.

    You can choose from three options for the button: View Website, Download, or Call Business. In the Website Link box, type in the URL where people can download the lead magnet.

    How do I create a form in Facebook?

    When you're done, click Save in the upper-right corner. Before you click Finish, exit the form setup window.

    How do I create a form in Facebook?

    You'll see a pop-up asking if you want to close the lead form. Click OK.

    Your draft will now appear in your list of forms. Navigate to the Draft Forms Library and you'll see the form you just created. Click Edit next to the form and then double-check that everything looks okay. Then click Finish.

    How do I create a form in Facebook?

    Now go to your Forms Library and you'll see the completed Facebook lead form. Click Preview to see what the experience will be like for people interacting with your form.

    How do I create a form in Facebook?

    You'll see that the form is pre-populated with placeholder information. Click Next.

    How do I create a form in Facebook?

    On the next page, click Submit.

    How do I create a form in Facebook?

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    Now click Download Case Study to go to the page where you can download and view the case study. It's as simple as that.

    How do I create a form in Facebook?

    #2: Create Your Facebook Lead Ad Campaign

    Now that you've created this awesome lead form, you need people to see it. So hop into Ads Manager and create a quick little test campaign to see how people in your audience react to this lead form.

    Click on Create to create a new Facebook campaign.

    How do I create a form in Facebook?

    In the Quick Creation window, select the Lead Generation objective and fill in the details for your campaign. For this example, we'll call our campaign “Facebook Lead Form Test” and name our ad set “Facebook Page Likes.” I like my ad set names to reflect the audiences I'm targeting. For the ad name, we'll use “Free Case Study,” which reflects the lead form in this ad.

    When you're done, click Save Draft.

    How do I create a form in Facebook?

    Now click on the Ad Sets tab and click Edit.

    How do I create a form in Facebook?

    Now that you're inside the ad set, set your budget and schedule.

    How do I create a form in Facebook?

    Define Your Target Audience and Exclude People Who Previously Interacted With Your Lead Form

    Next, define the audience that's most likely to respond positively to your lead ad.

    You'll also want to add some exclusions to filter out people who already interacted with your lead form. To do this, create two custom audiences to exclude:

    • People who opened your lead form in the past 90 days
    • People who downloaded your lead magnet or submitted the form in the past 90 days

    To create the first audience to exclude, go to the Ad Set level and click Exclude in the Audience section. Then click Create New and select Custom Audience.

    How do I create a form in Facebook?

    In the Create a Custom Audience window, click Lead Form.

    How do I create a form in Facebook?

    On the next screen, select People Who Opened and Submitted Form from the drop-down menu. Choose 90 days as the time frame.

    How do I create a form in Facebook?

    Next, select the form you just created and give a descriptive name to your audience. For this example, we'll name our audience “Free Case Study – Opens/Submits (Last 90 Days).”

    When you're finished, click Create Audience.

    How do I create a form in Facebook?

    On the next screen, click Done.

    If you look at your targeting, you'll see that this audience was automatically added. But you don't want to target it—you want to exclude it. So click the down arrow and select Exclude This Audience.

    How do I create a form in Facebook?

    The next audience you want to exclude is people who opened the form but didn't submit. To create this custom audience, follow the same process as before, but this time, select the Anyone Who Opened This Form option from the drop-down menu.

    We'll name this audience “Free Case Study – Opens Last 90 Days.”

    When you're finished, click Create Audience and then Done.

    How do I create a form in Facebook?

    To make sure you're excluding this audience in your targeting, click the down arrow next to the audience and select Exclude This Audience.

    How do I create a form in Facebook?

    Creating these exclusion audiences ensures your ads will only be shown to people who haven't interacted with your lead form before.

    Build Your Facebook Lead Ad

    Now that your ad set is completed, you need to build your ad. Click on the Ads tab and click Edit on the top ad.

    How do I create a form in Facebook?

    Scroll down and select your form.

    How do I create a form in Facebook?

    Next build out your ad. To change your creative, click Edit Image and select a different image. Also populate your primary text and CTA, and choose a CTA button.

    How do I create a form in Facebook?

    If you want to customize the Instagram Stories colors, you can do that as well.

    Also make sure your Facebook pixel is on.

    When you're finished designing your ad, click Publish and you're done.

    How do I create a form in Facebook?

    #3: Download or Export Your Leads

    Once you start generating leads from your ad, go to the Forms Library for your page to download those leads. Facebook lets you download your leads up to 90 days from the time they were submitted by the user.

    Click the Download button next to your form.

    How do I create a form in Facebook?

    Depending on what kind of CRM you have, you can connect it through to the back end of your Facebook lead ads by clicking the Connect Your CRM link shown above.

    From here, you'll be prompted to search for your CRM. You can then connect it and manage your leads. If your email marketing platform or CRM isn't listed inside Facebook, you can use a tool like Zapier to find an integration that works with your platform.

    How do I create a form in Facebook?

    Conclusion

    Facebook lets you generate leads inside of the platform without any third-party software needed. With the built-in Facebook lead form feature, you can add custom questions and fields to your form and then use it in a lead generation ad campaign. To refine your ad targeting and optimize your results, make sure you exclude custom audiences of people who previously interacted with your lead form.

    What do you think? Have you tried Facebook lead ads? How have they performed for you? Share your thoughts in the comments below.

    How do I create an instant form on Facebook?

    How to Create an Instant Form to collect leads directly on Facebook/Instagram.
    Name your form. ... .
    Choose a Form Type – More Volume or Higher Intent. ... .
    Edit the Intro. ... .
    Choose the questions you want the user to answer. ... .
    Link to your Privacy Policy. ... .
    Customize the Thank You Screen. ... .
    Check your form settings. ... .
    Set your Form Configuration..

    How do Facebook forms work?

    Using a form on Facebook will prompt you to create or use a saved Instant Form. Using a form on your website will take people directly to your preferred landing page. If you chose to use a form on Facebook, you'll be taken to a Contact Form. Name your new form in the Form Name field.