Find and learn the basic steps what need be follw before running run paid comapigns in facebook or Social media.
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3. Lead adverts are the best way to
run lead generation campaigns on
Facebook and Instagram.
THERE ARE LOTS OF WAYS TO USE LEAD ADVERTS:
• Email sign-ups
• Enquiry forms
• Deals or promotions
• Event registrations
• White paper downloads
• Price quotes
• Test drives
• Webinar sign-ups
• Consultations or demos
• And more
They work by making sign-ups easy for people and more valuable for
businesses. Lead adverts look just like regular adverts but when a person
clicks on it, they'll see a form that's already filled in with information they
previously shared with Facebook – such as their name, phone number or
email address. People can show their interest in a product or service by
submitting the form and allowing you to follow up with them.
QUICK START TIPS
Focus on good audience targeting and quick follow-up. These are two of
the biggest factors in your advert's success, so make sure that you give these
areas extra attention.
Test and iterate. Keep testing and making small adjustments to your lead
adverts until you find what works best for your business.
Know your true cost per lead. We'll help you calculate what a lead is worth
to you, so you can budget and bid accordingly.
I N T R O D U C T I O N
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4. G E T T I N G S TA R T E D
CREATE A LEAD ADVERT
1. Go to your Adverts Manager.
2. Click Create advert in the top right.
3. Choose Lead generation and click Continue.
4. In the Page section, choose the Page you'd like to use to create
lead adverts. Click View Terms. Review the Lead Advert Terms
of Service and select I Agree to Terms and Conditions.
Getting started
RECOMMENDATIONS AND REQUIREMENTS
• A link to the Privacy Policy for your business.
We require all advertisers who create lead adverts
to have a Privacy Policy on their business website.
We'll ask you to include a link to this Privacy Policy
when you create your lead advert.
• A list of the info that you need to collect in
your form. Choose from a number of default fields
or create custom questions to collect any other info
you need.
• Any required info or fields for managing your
leads. If you have software that you'll upload
your leads to, you might need to include specific
questions or info or add custom field ID names for
each question.
• Info you want to include on a welcome screen
(optional). A welcome screen lets you provide
more context or details about your business.
• The text and video or images for your advert.
Lead adverts have the same advert requirements
for text and images as link adverts on Facebook.
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5. AU D I E N C E TA R G E T I N G
Audience targeting
Audience targeting is one of the most important factors in determining
the success of your lead adverts. There are three main ways to target
your lead adverts:
1. Core Audiences: Reach people based on demographics,
location, interests and behaviours.
2. Custom Audiences: Get in touch with people you already know.
3. Lookalike Audiences: Find new people who are similar to your
customers.
CORE AUDIENCES
Core Audience targeting can help you reach a big audience of people
based on certain characteristics. This can be a good choice when you want
to collect a large quantity of leads, for example, to boost the number of
contacts on your mailing list.
• Demographics - Choose people based on traits such as age, gender,
relationship status, education, workplace, job titles and more.
• Location - Reach people nearby or in areas where you want to do
business.
• Interests - Find people based on what they're into, such as hobbies,
favourite entertainment and more.
• Behaviours - Reach people based on their purchase behaviours,
device usage and other activities.
NOTE
You can use multiple targeting
options at the same time, for
example to reach men, aged
18-34, who enjoy cycling.
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6. AU D I E N C E TA R G E T I N G
CUSTOM AUDIENCES AND LOOKALIKE AUDIENCES
Custom Audience and Lookalike Audience targeting can help you reach a specific
audience of people who are likely to be interested in your business. This kind of
targeting can be an effective choice when you want to reach high-quality leads.
Over 40% of
lead advert
impressions
served on
Facebook use
Custom Audience
targeting
FACEBOOK DATA, MARCH 2017
FOUR WAYS TO USE CUSTOM AUDIENCES AND
LOOKALIKE AUDIENCES:
1. Reach your existing customers. Build a Custom Audience
of people you already know by uploading your customer list
to Facebook. Use it to target and reconnect with your existing
customers, or exclude them from your targeting if you want to
reach new people only. Learn how.
2. Reach your website visitors. Create a Custom Audience from
your website to reach people who have already demonstrated
interest by visiting your website. To use this kind of targeting,
you'll need to install the Facebook pixel first. Learn how.
3. Reach people who have previously engaged. Build a Custom
Audience of people who have previously engaged with your
Facebook content. You can retarget adverts to people who have
watched your videos, opened or completed your lead adverts or
opened your Canvas on Facebook. Learn how.
4. Reach new people who are similar to your customers.
Create a Lookalike Audience to reach new people who are
likely to be interested in your business because they're similar
to people who already are. Use a Custom Audience as the
source to find people who share similarities with your existing
customers, website visitors or people who previously engaged.
This is a great choice when you want to scale your campaigns
but keep lead quality high. Learn how.
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7. AU D I E N C E TA R G E T I N G
HOW TO USE A CUSTOM AUDIENCE OR LOOKALIKE AUDIENCE
1. Open Adverts Manager and click Create advert.
2. Select the Lead Generation objective.
3. In the Audience section, select a Custom Audience or Lookalike Audience
to target.
4. Finish building your lead advert and select Place Order.
TIP:
Lead adverts are available on both
Facebook and Instagram. To reach your
audience across both platforms, we
recommend choosing the Automatic
placements option.
TIP:
Avoid audience duplication for
campaigns running at the same time,
as this can lead to under-delivery
issues.
Success story: Epic Games
The video game developer used lead adverts to encourage
people to register for the open beta of its newest game,
Paragon, resulting in an 80% conversion rate.
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b
40% lower cost per lead than target
b
80% conversion rate
8. B I D D I N G & O P T I M I S AT I O N
Bidding & optimisation
BUDGET
Under the Budget & schedule section, set the daily or lifetime budget
that you would like to spend.
SCHEDULE
Choose start and end dates for your advert set. Consider running your
adverts at strategic times. If there are times of day when following
up with customers is difficult (for example, when your call centre is
closed), use adverts scheduling to make sure that your adverts aren't
running when you can't follow up on a lead.
OPTIMISATION FOR ADVERT DELIVERY
As you're using the Lead Generation objective, we'll optimise your
advert delivery for leads. This means Facebook will show your adverts
to the right people in your target audience to help you get the most
leads at the lowest cost.
BID AMOUNT
Your bid amount reflects what you're willing to pay for a lead. Bids
get combined with other factors and entered into Facebook's advert
auctions that determine which advertisers get to show adverts. There
are two ways to decide your bid:
• Automatic bidding: When you choose automatic bidding,
Facebook will automatically set the bid that helps you get the most
leads at the best price.
• Manual bidding: If you know your true cost-per-lead, select manual
bidding and enter that number as your bid. When optimising for
leads, it's important that you bid high enough to get sufficient reach
for your advert. We recommend bidding your true cost per lead (the
true maximum that you can pay for a lead and still be ROI-positive).
HOW TO CALCULATE YOUR TRUE COST PER LEAD:
It's important to know what a lead is worth to your business. For example,
let's say you sell furniture and your gross profit is £150 on each sale. You
also know that approximately 20% of enquiries on your website turn into a
sale. Based on this information, the maximum you should be willing to pay
for a lead would be £30 (£150 x 20% = £30). 8
9. A DV E R T C R E AT I V E
Advert creative
FORMAT & IMAGES
TEXT
• The advert text is a good place to tell people more
about your business. Tell them what you're offering
and let them know why they should share their
information with you.
• Select a call-to-action button that helps people
understand the action they're taking when they fill in
your lead form. For example, if they're signing up for
an email newsletter, use the Sign Up call-to-action
button.
Slideshow
Create a looping video advert with
up to ten images. Slideshows are
quick and affordable to create, and
play beautifully on any connection
speed.
Carousel
Create an advert with up to ten
scrollable images or videos. Use the
space to show multiple products,
highlight different features of a single
product, tell a story or explain a
process.
Single image
Create up to six adverts with one image
each. Upload your own images or
choose from our free stock photography.
Also bear in mind that we recommend a
20% limit on text in your advert image.
Single video
Create an advert with one video.
Capture attention straight away with
engaging visuals, mention your brand or
product early and try to keep it under 15
seconds.
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10. L E A D FO R M
Lead form
WELCOME SCREEN
Add a welcome screen to your lead advert to give more details. For
example, describe your product or service or tell people what they'll
receive for submitting their info. Adding a welcome screen is optional.
• Provide more context. Use the space to tell people more about
your business and highlight the benefits that your products provide.
• Give people a reason to share their details. Consider offering a
coupon or deal in your lead advert – anything that gives the viewer
an incentive to share their information with you.
• Let people know what will happen after they share their info
with you. Include details such as how and when you'll contact
them. Make sure that you follow up with your leads when you say
you will.
QUESTIONS
This is the form that opens with the person's contact information
automatically populated, based on the information they shared with
Facebook, such as their name and email address.
• Ask only for the information you really need. While more
information is great, it comes with a trade-off. Additional questions
may increase the chances that a person abandons the form
before completing it.
• Keep free-form text input to a minimum. With custom questions
you have the ability to ask open-ended questions but bear in
mind that any text input increases friction in filling in the form. Try
providing some options for answers that they can choose from
instead.
• Limit the number of multiple choice options. For questions
where the viewer can choose one of many options, try to limit
the options to three or four. Minimising scrolling leads to a better
experience.
• Ask the right questions. Depending on the type of product or
service you want to advertise, here are some questions you can
ask to collect the information you need from potential customers.
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11. L E A D FO R M
PRIVACY POLICY
• Add link text and a link URL to your privacy policy.
As an optional step, you can tick the box next to Add
custom disclaimer if you want to add additional
disclaimers to your lead form. Bear in mind that there's
no character limit for the disclaimer.
THANK-YOU SCREEN
• Enter the website URL you want people to go to after
they've completed your form. This is a good way to direct
people to your website for more information while they wait for
you to follow up.
To edit or duplicate a lead form,
follow the directions here.
12. CO L L E C T I N G L E A D S
Collecting leads
Leads can be collected through a CSV export from your Page,
downloaded from Adverts Manager or accessed from some CRM
partners. We recommend connecting lead adverts to your marketing
tools to help you save time and follow up quickly.
DOWNLOAD FROM ADVERTS MANAGER
Please note that we'll only keep your leads for 90 days, and leads older
than this can't be downloaded. We recommend downloading your leads
regularly. You can also download leads from your Page by following the
directions here.
1. Go to Adverts Manager and click on the name of your lead advert.
2. In the Results column, click the download icon.
3. From the Download leads window that appears, choose either
to download all your leads or only your leads from a specific date
range, then click Download. Your leads will be downloaded to a
CSV file.
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TIP:
Follow up quickly! Contacting your leads straight away can
help drive better conversion rates and ensure your budget
is spent efficiently.
13. CO L L E C T I N G L E A D S
RECEIVE YOUR LEADS AUTOMATICALLY
Make follow-up easy by connecting lead adverts with your marketing tools.
That way, when someone completes a lead advert, the information will
automatically appear in your email list or customer relationship management
(CRM) tool. This allows you to access all of your new leads in one place and
removes the need to manually download a new CSV each time you want to
see your new leads.
Integrations are available for many tools, including Gmail, HubSpot Ads,
MailChimp, Marketo, Salesforce Marketing Cloud, Salesforce Sales Cloud,
Segment Sources, Zoho Social and more. If a direct integration isn't
currently available for your tool, you can use an application such as Zapier
or Leadsbridge to connect.
TWO WAYS TO CONNECT LEAD ADVERTS TO YOUR CRM
Connect from your Page
1. Go to your Facebook Page.
2. Click Publishing tools at the top of your Page.
3. Click Leads setup.
4. You should now see a section called Leads setup. In this section, you'll
be able to connect to a CRM that you're already using or connect to a
CRM for the first time. Get additional directions here.
Connect after creating your advert
1. Go to Adverts Manager.
2. Choose Lead Generation as your advertising objective and follow the
steps to create a lead advert.
3. After placing your order, you'll see a section called Get form
responses instantly. In this section, you'll be able to connect to a
CRM that you're already using or connect to a CRM for the first time.
Get additional directions here.
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14. M E A S U R I N G R E S U LT S
Measuring results
To view your campaign results, go to Adverts Manager. There, you'll be able
to see your leads and cost-per-lead data. You can also download your leads
either from the Results column in your reports or from the Forms Library
on your Page.
Factors to consider when you view your results:
1. Cost per lead - How much are you paying per lead?
2. Lead quality - How many of your leads end up converting?
Here's a quick example:
Lead advert
Audience
targeting
Budget Leads Cost/Lead
Conversion
rate to sale
Sales Cost/Sale
#1 Interests £100 50 £2 6% 3 £33
#2
Lookalike
Audience
£100 25 £4 20% 5 £20
In this example, the lead advert that used interest-based targeting received a better
cost per lead than the campaign that used Lookalike Audience targeting. However, the
lead advert that used Lookalike Audience targeting is receiving higher-quality leads
that are converting to a sale at a higher rate. We recommend looking at your results
through the same lens to ensure that you're optimising to reach your end goal.
TIP:
Implement the Facebook pixel across your website to help optimise your adverts
and create Custom Audiences and Lookalike Audiences. You can also use the
pixel to track downstream conversions (e.g. checkouts, donations) so that you
know the impact of your adverts beyond just leads.
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15. T E S T & I T E R AT E
Test & iterate
Like all advertising on Facebook, be prepared to test different variations to
see what works best for your business. You may find that some iterations
perform better than others, so take the time to find your ideal setup.
• Creative: Test different images or videos to see which ones grab
attention.
• Lead forms: Create a few different advert sets with different forms.
Experiment with forms to find the format that gives you the lowest cost
per lead.
• Audience targeting: Targeting is often the biggest factor in a lead
advert's success, so consider creating multiple Custom Audiences or
Lookalike Audiences and test each one out.
• Advertising objective: Create two separate campaigns: one using
the Conversions objective and one using the Lead Generation
objective. You may also want to try running a split test. Use the
same budget, bid, targeting, placement and similar creative for both
campaigns, but have the conversions campaign drive people to a
web page containing a form fill.
As you become more familiar with lead adverts, try making small
adjustments to enhance performance. Here are some common scenarios,
and ways to adjust:
I want higher-quality leads.
• Use Custom Audience targeting. This is a great way
to reach people who are likely to be interested in your
business, including existing contacts, website visitors or
people who have previously engaged.
• Connect your CRM and follow up quickly. Integrate
lead adverts with your marketing tools to receive lead
information as soon as it's submitted, and then get in
touch immediately. Often, shorter follow-up times will
result in a higher likelihood of conversion.
• Ask a custom question. Instead of using default
fields only, try asking one to two custom questions. For
example, ask people to re-enter their phone number or
email address to ensure that it's accurate and add more
friction.
I want more leads.
• Use Core Audience targeting. Reach a broad
group of people who might be interested in your
business based on their demographics, location,
interests and behaviours.
• Target a Lookalike Audience. Find new people
who are similar to your existing customers by
creating a Lookalike Audience based on a
Custom Audience of your existing customers or
website visitors.
• Provide an incentive. Consider including
coupons or other incentives in the advert creative
for lead adverts. Make sure that you're providing
value in return for their information.
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