Step 1 - Connect the Leads Webook in the Integrations tab in GivePanel
Go to integrations.
Check that the ''Meta APIs'' widget is showing as ''Connected''. If it isn't, please integrate this first.
Then navigate to the Ad Tracking & Optimisation section and locate ''Leads Webhook''. (if this isn't showing, please contact support who can enable this for you)
Within ''Leads Webhook'' Click settings
Ignore the optional URL field
Click ''Enable Leads Webhook''
Green success banner to appear if this is succesful
If you have the correct permissions (and you have leads coming into your facebook leads centre) Leads will now start to come into GivePanel.
Step 2 - Check that Leads are coming into GivePanel
If you are running Lead Ads then when you receive Leads they should come into GivePanel in real time right away. You should see them in Audience > Leads.
Tip: You can check the “Leads Center” in your Meta page admin area to check when your Lead Ads last generated a lead.
If you have successfully connected the Leads Webhook and are NOT getting Leads come into GivePanel please try Step 3 (you don’t need to do step 3 if you are getting Leads coming in!
Step 3 - Add Leads Access in your Meta Business Manager
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:
Setting up 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 their Facebook Lead Ad Campaigns.
To enable lead email journeys, please find more information here.
Troubleshooting
Q: I have checked the Leads Center in Meta and I definitely have Leads being generated by my Ads but I still can’t see them in GivePanel.
A: This is most likely a permissions issue. To connect Leads to GivePanel the person making the connection must have a Facebook account that has the ability to assign the needed permissions to GivePanel. A reference of Meta permissions can be found here.
The permission that is required for GivePanel to get the information we need is:
Leads_retrieval, ads_management, ads_read and pages_manage_ads
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.