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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

  1. Login to OutPerform account and go to Settings page

  2. Click on Facebook Forms from the left panel

  3. 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

  4. 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

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