This feature has been designed to empower nonprofit organisations in enhancing the supporter journey of their campaigns. By seamlessly incorporating Meta lead data, nonprofits can elevate campaign performance through the automated delivery of dynamic emails to individuals who engage with their Facebook Lead Ad Campaigns.
When creating a Facebook lead form, ensure the field for capturing the email address uses the standard 'email' tag. Modifying this, such as changing it to 'what_is_your_email_address?', can prevent lead emails from being processed correctly.
To use this functionality you will need to integrate your GivePanel account with the Meta Leads Webhook.
Key Features:
Integration with Meta Leads webhook to seamlessly import Meta Lead data into GivePanel.
Real-time tracking of new leads upon completion of a Meta Instant Form, ensuring timely engagement.
Instantaneous communication with leads while their interest is still fresh.
Dynamic email dispatch based on elapsed time since lead form submission and the
event start date.
Matching of leads with fundraising pages and active fundraisers, providing deeper insights into supporter dynamics.
Prevention of email address duplication across various email journeys, including registration email journeys.
Benefits:
Centralised stewardship management through automated email journeys, mitigating the complexities associated with integrating disparate systems.
Enhanced campaign performance by amplifying the conversion rate of leads to
subsequent stages in the funnel.
Time-saving and alleviation of integration challenges by streamlining interactions with diverse systems and internal stakeholders.
How To Create A Lead Email Journey.
Head to the ''messaging'' section of the main navigation bar at the top of your account and select ''email journeys'' from the dropdown. (if you can't see email journeys in the dropdown, it's likely you will need to get this enabled, please see steps on how to do this here)
Click ''new journey'' in the top right of the page.
Within the ''leads'' widget, click ''create journey''. (If this is greyed out, please contact support)
Name the lead email journey within the ''title'' field.
Providing you have integrated with the Leads Webhook and you've created a lead form in Facebook, you can select the lead form from the drop down.
Here you can also link the lead email journey to an existing campaign, this is so you can ensure leads no longer receive lead emails if the lead has registered for your campaign / facebook challenge.
Fill out the following:
From name
From email (this needs to be an email address that we have verified the domain for. Not sure? Please contact [email protected])
Reply to email. You may want to use ''reply to email'' if you want responses to go to a shared inbox that is managed by multiple people.
Once this information has been added, click ''save email settings'' and you can start to build out your email journeys.
Click on ''Add New Email'' in the top left of the page.
You will be greeted with two different options ''Personal'' or ''Corporate''.
Personal emails are text based, no branding or buttons - perfect for a friendly, personal touch.
Corporate emails have professional branding options with customizable call-to-action buttons, logo positions, link colours, and banner ads for different email journeys.
You can personalize the content of your emails with the following merge tags (simply drag and drop the merge tags where you'd like the personalization to appear in the body of the email):
[Firstname /]
[Lastname /]
[Email /]
[CampaignID /] (Available for matched registrations)
You can use the following options to trigger emails:
Number of days e.g. x days after a supporter registered using a GivePanel event form or x days after event start date (event start date is set in account settings > event details)
Once you're happy with the email, toggle to ''Active'' in the top right-hand side and select ''Save Changes''.