🎯Create Your First Campaign

Let's create your first Lead Ad campaign! This happens in Facebook Ads Manager — completely separate from your Perfex CRM. 📢

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🔗 Open Facebook Ads Manager

1. Go to: 👉 https://business.facebook.com/adsmanager

2. Log in with your Facebook account

3. Make sure you're in the right Ad Account (check the top-left dropdown)

💡 If you've never used Ads Manager, Facebook will guide you through creating an Ad Account. You'll need to add a payment method.

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1️⃣ Create a New Campaign

1. Click "+ Create" (big green button, top left)

2. Choose the campaign objective: "Leads" 🎯

⚠️ You MUST select "Leads" as the objective! Other objectives (Traffic, Engagement, etc.) don't create Lead Forms.

1. Give your campaign a name (e.g., "My First Lead Campaign")

2. Click "Continue"

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2️⃣ Set Up the Ad Set

The Ad Set is where you configure who sees your ad and how much you spend.

Budget 💰

Option	Description	Good For
Daily Budget	Spend up to $X per day	Testing ($5-10/day)
Lifetime Budget	Spend $X total over the campaign duration	Fixed budgets

💡 For testing: Start with $5-10/day. You can always increase later.

Audience 👥

Choose who sees your ad:

Setting	Description	Example
Location	Where your audience lives	United States, United Kingdom
Age	Age range	25-55
Gender	All, Men, or Women	All
Interests	What they're interested in	"Small business", "Real estate"

💡 Start broad and let Facebook's algorithm find the best audience. You can narrow down later based on results.

Placements 📱

• Recommended: Select "Advantage+ Placements" (automatic)

• Facebook will show your ad where it performs best (Facebook feed, Instagram feed, Stories, etc.)

Select Your Facebook Page ⚠️

IMPORTANT: Make sure you select the same Facebook Page that you subscribed in the module!

⚠️ If you select a different Page than the one monitored in your module, leads won't sync! Double-check this matches.

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3️⃣ Create the Ad

Ad Creative (What People See)

Element	Description	Tips
Image/Video	Your ad's visual	Use eye-catching images. 1080x1080 works well
Primary Text	Main ad copy	Keep it short. Focus on the benefit
Headline	Bold text under the image	"Get Your Free Quote Today"
Description	Additional text	Optional
Call to Action	Button text	"Sign Up", "Get Quote", "Learn More"

Example Ad Copy:

🏠 Looking for a free home valuation?

Get an accurate estimate of your property value 
in just 2 minutes. No obligation, 100% free!

📍 Available in [Your City]

Headline: Free Home Valuation
CTA: [Get Quote]

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4️⃣ Create the Lead Form (Instant Form) 📝

This is the most important part! The Lead Form is what users fill out.

Create a New Form

1. In the Ad section, scroll to "Instant Form"

2. Click "Create Form"

Form Type

Type	Description	Best For
More Volume	Simple, fast form	Maximum leads
Higher Intent	Adds a review step before submit	Quality leads

💡 Start with "More Volume" to test, then switch to "Higher Intent" if you're getting too many low-quality leads.

Form Fields

1. Click "Add Questions"

2. Add the fields you want to collect:

Field	Type	Auto-filled?	Maps to Perfex
Full Name	Standard	✅ Yes	Lead Name
Email	Standard	✅ Yes	Email
Phone Number	Standard	✅ Yes	Phone
Company Name	Standard	✅ Yes	Company
City	Standard	✅ Yes	City
Custom Question	Custom	❌ No	Field Mapping needed

💡 Keep it short! 3-5 fields is ideal. Every extra field reduces conversions. Name + Email + Phone is usually enough.

Intro Section (Optional)

Add a brief intro explaining what the user gets:

📋 Fill out this quick form and we'll get back to you within 24 hours!

Privacy Policy

⚠️ Required! Facebook requires a privacy policy link.

• Enter your website's privacy policy URL

• Example: https://yourwebsite.com/privacy-policy

💡 Don't have a privacy policy? You can generate one for free at privacypolicygenerator.info or termly.io.

Thank You Screen

Customize what users see after submitting:

Field	Example
Headline	"Thank you!"
Description	"We'll contact you within 24 hours."
Button	"Visit Website" → your website URL

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5️⃣ Review and Publish 🚀

1. Click "Publish" (or "Review" first)

2. Facebook will review your ad (usually takes minutes to a few hours)

3. Once approved, your ad starts running!

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✅ What Happens Next?

Your ad is live on Facebook/Instagram
         ↓
Someone sees your ad and fills out the form
         ↓
⚡ Within SECONDS:
         ↓
✅ Lead appears in Perfex CRM
✅ Email notification sent (if enabled)
✅ Sync History updated
✅ Lead assigned to default staff member

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📊 Monitoring Results

In Facebook Ads Manager:

• Leads — How many people submitted the form

• Cost per Lead — How much you're paying per lead

• Reach — How many people saw your ad

In Perfex CRM:

• Meta Leads → Sync History — Every synced lead with status

• Leads — All your new leads with full details

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💡 Tips for Better Results

Tip	Why
✅ Use a clear value proposition	"Get a free quote" beats "Contact us"
✅ Keep the form short (3-5 fields)	Fewer fields = more submissions
✅ Use auto-filled fields	Users submit faster = more leads
✅ Test different ad images	Visual = first impression
✅ Start with a small budget	$5-10/day to test
✅ Follow up fast	Leads go cold quickly — call within 1 hour!
✅ Use "Higher Intent" form type	If lead quality is low
❌ Don't ask for too much info	Users abandon long forms
❌ Don't target too narrow	Let Facebook's algorithm work

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Running ads on Instagram too? 👉 Instagram Lead Ads

Want to test without spending money? 👉 Testing Leads