Once integrated, you can use GivePanel’s Lead Email Tool to send emails to your facebook lead form leads. This guide will walk you through setting up the integration, importing leads, and troubleshooting any issues along the way.
Step 1: Connect the Leads Webhook in the Integrations Tab
Navigate to the Integrations tab in GivePanel.
Within the ''Fundraising'' section, check if the Meta APIs widget is showing as "Connected."
If it’s not connected, integrate this first.
It’s a good idea to reintegrate this anyway, as the most common reason for the integration not working is due to outdated permissions because of the integration first being completed months / years ago.
Once connected, navigate to the Ad Tracking & Optimisation section and locate Meta Leads Webhook.
Note: If you don’t see the Leads Webhook option, please contact GivePanel support to enable it. This feature might not be included in your current license.
Click Settings within the Leads Webhook section.
Ignore the optional ''Enter webhook URL'' field.
Under Advanced Options, choose whether you want to:
Import all Facebook Lead Form leads, or
Import leads for a specific GivePanel campaign only.
Click Connect Leads Webhook.
A green success banner will appear if the connection is successful.
Once connected and if you decided to import ALL leads, leads will start flowing into GivePanel as long as you’re receiving leads in your Facebook Leads Center.
If you selected to import "Only leads connected to a GivePanel campaign", please follow guidance outlined below to finish set up.
Importing Campaign-Specific Leads
If you selected "Only leads connected to a GivePanel campaign" during the integration, you will need to link the campaign in GivePanel to the individual facebook lead form you want to import facebook lead form leads for.
Go to the campaign for which you want to import leads.
Navigate to Campaigns in the main navigation bar.
Select Campaigns from the dropdown menu.
Choose the desired campaign.
On the first page of the campaign builder, scroll down to ''advanced settings'' and select the Facebook Lead Form that corresponds to the leads you want to import. Then click ''Save And Continue''.
Step 2 - Check that Leads are coming into GivePanel
If you’re running Lead Ads, leads should come into GivePanel in real-time.
To verify, go to Audience > Leads in GivePanel.
Tip: You can also check the Leads Center in your Meta Page Admin area to see when your Lead Ads last generated a lead.
If you’ve connected the Leads Webhook but are NOT seeing leads in GivePanel, proceed to our troubleshooting steps.
Using Meta Leads with Email Journeys
Now you have integrated with the Meta Leads Webhook, you can use our Leads email feature to send dynamic emails to individuals who engage with your Facebook Lead Ad Campaigns (e.g. they submit a facebook lead form lead).
To enable lead email journeys, please find more information here.
NEW: Switching from Importing All Leads to Campaign-Specific Facebook Lead Form Leads
If you initially set up the integration to import all leads but now want to import campaign-specific leads instead:
Go to the Integrations tab in GivePanel.
Navigate to Ad Tracking & Optimisation and locate Leads Webhook.
Click Settings and select Advanced Options.
Change your selection to "Only leads connected to a GivePanel campaign"
Save your settings by clicking Connect Leads Webhook.
Important:
After switching to campaign-specific leads, leads already imported will remain in your account. However, new leads will only be imported for the campaigns you specify.
To specify which campaigns you want to import leads for, follow the steps here to link the desired Facebook Lead Form to your campaign in GivePanel to import specific lead form leads into your account.
Troubleshooting
Q: I have checked the Leads Center in Meta and I definitely have Leads being generated by my Ads but I can’t see them in GivePanel.
A: This is most likely a permissions issue. Some customers will integrate with GivePanel’s Leads webhook successfully but then do not see leads come into the platform. This is often due to the Leads Access permission which works fine if it’s never been used before. However if it has been used by another integration (either currently or in the past), then GivePanel needs to be given permission.
Add the Lead Access permission in your Non Profits Business Manager. To do this, in Meta go to Business Settings > Integrations > Lead Access > Assign CRMs and insert our GivePanel Business ID 295624107535187
See screen shot below of where this is in GivePanel’s Meta Business manager as an example:
Q: I am seeing Leads in my account but the Lead Ad Name says “Not provided”
A: This is because of a missing ads_management permission. Leads and email journeys will still work effectively. We have future updates planned that will require this permission.
Q: I am seeing Leads in my account but the Lead Form columns say “Not provided”
A: Please contact support if you are seeing this issue.