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How to connect a Facebook Ad form to OutPerform?
Settings on Web [Admin/Manager Only]
Note: Please ensure you have connected the Facebook page, created a deal source and created a team:
- To learn how to connect Facebook page to OutPerform, click here.
- For further details on how to set up the Deal Source click here.
- Assign a user to a team.
Add a Facebook Form
- Login to OutPerform account and go to Settings page
- Click on Facebook Forms from the left panel
- Add Form
– Click on Add Form button and type in the form name
– Click on active/inactive label to activate or deactivate a form
– Click on pencil icon to edit the form
– Click on bin icon to remove the form - Edit Form
– Select the Facebook page from the drop down
– Select the Facebook form from the drop down
– Select the deal source for the form
– Select the team the lead will be routed/distributed