Create Your First Campaign
Let's create your first Lead Ad campaign! This happens in Facebook Ads Manager - completely separate from your Perfex CRM.
Open Facebook Ads Managerโ
- Go to: ๐ https://business.facebook.com/adsmanager
- Log in with your Facebook account
- 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.
1. Create a New Campaignโ
- Click "+ Create" (big green button, top left)
- Choose the campaign objective: "Leads"
You MUST select "Leads" as the objective! Other objectives (Traffic, Engagement, etc.) don't create Lead Forms.
- Give your campaign a name (e.g., "My First Lead Campaign")
- Click "Continue"
2. Set Up the Ad Setโ
The Ad Set is where you configure who sees your ad and how much you spend.
Budgetโ
| 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.
Audienceโ
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.
Placementsโ
- Recommended: Select "Advantage+ Placements" (automatic)
- Facebook will show your ad where it performs best (Facebook feed, Instagram feed, Stories, etc.)
Select Your Facebook Pageโ
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.
3. Create the Adโ
Ad Creative (What People See)โ
| 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:โ
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]
4. Create the Lead Form (Instant Form)โ
This is the most important part! The Lead Form is what users fill out.
Create a New Formโ
- In the Ad section, scroll to "Instant Form"
- Click "Create Form"
Form Typeโ
| 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 Fieldsโ
- Click "Add Questions"
- Add the fields you want to collect:
| Field | Type | Auto-filled? | Maps to Perfex |
|---|---|---|---|
| Full Name | Standard | Yes | Lead Name |
| Standard | Yes | ||
| 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)โ
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 Policyโ
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 Screenโ
Customize what users see after submitting:
| Field | Example |
|---|---|
| Headline | "Thank you!" |
| Description | "We'll contact you within 24 hours." |
| Button | "Visit Website" โ your website URL |
5. Review and Publishโ
- Click "Publish" (or "Review" first)
- Facebook will review your ad (usually takes minutes to a few hours)
- Once approved, your ad starts running!
What Happens Next?โ
Your ad is live on Facebook/Instagram
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Someone sees your ad and fills out the form
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Within SECONDS:
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Lead appears in Perfex CRM
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Email notification sent (if enabled)
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Sync History updated
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Lead assigned to default staff member
Monitoring Resultsโ
In Facebook Ads Manager:โ
- 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:โ
- Meta Leads โ Sync History - Every synced lead with status
- Leads - All your new leads with full details
Tips for Better Resultsโ
| 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 |
Running ads on Instagram too? Instagram Lead Ads
Want to test without spending money? Testing Leads