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Manage lead forms

Open the Forms tab to see the Meta lead forms attached to your Page. At the end, your form list is synced from Meta, you can search it, and you can read each form's status, questions and leads. You can also create a new form with a Lead form ad. Takes about 2 minutes.

Before you start

  • Your Facebook account, Page and ad account are connected in Setup. See Run Click-to-WhatsApp ads.
  • You accepted the Terms of Service for Lead Form Ads in Setup.
  • You launched at least 1 Lead form ad, or a lead form already exists on your Page. See Create an ad.

What a lead form is

A lead form opens inside Facebook or Instagram when someone taps your ad. The person fills in details such as name and phone without leaving the app. Their answers arrive in Leads. You follow up on WhatsApp.

The Forms tab only lists and syncs forms. You create a form while you create a Lead form ad.

Column What it shows
FORM NAME The name of the form.
STATUS The form's status, for example ACTIVE.
CREATED The date the form was created.
QUESTIONS How many questions the form asks.
LEADS How many leads the form has collected.

Steps

Open the list

  1. Open WhatsApp in the left rail, then select Ads Manager.
  2. Click Forms. The form list opens, 25 rows at a time.

Pull the latest forms from Meta

  1. Click Sync in the top bar. On a page without the top bar, the button reads Sync from Meta.
  2. Wait while the button reads Syncing….
  3. Check the table. Forms created on Meta appear in the list.

Hover over Sync to see its tooltip: Pull the latest lead forms from the Meta ad account.

Find a form

  1. Click the Search forms box.
  2. Type part of the form name. The table filters as you type.
  3. Clear the box to see all forms again.

Check a form's results

  1. Find the form in the table.
  2. Read STATUS. ACTIVE means the form is in use.
  3. Read QUESTIONS to see how many questions it asks.
  4. Read LEADS to see how many people submitted it.
  5. Open Leads to see the people. See Manage ad leads.

Create a lead form

  1. Click Create Ad.
  2. Under Ad type, choose Lead form.
  3. Under Use an existing form, choose Create a new form.
  4. Under What to ask for, tick the details to collect. Name and phone are the usual choices.
  5. Optional: type a Custom survey question (optional), for example Which course are you interested in?.
  6. Type your Privacy policy URL. Meta requires one on every lead form.
  7. Finish the other sections of the ad.
  8. Click Launch Ad.
  9. Return to Forms and click Sync. The new form appears.

Tip

To reuse a form on a new ad, pick it under Use an existing form in Create Ad. Leads then stay together in one form.

Troubleshooting

Issue Cause Fix
Connect your Meta ad account with a Set up now button Setup is not finished. Click Set up now and finish Setup.
No lead forms yet No lead form exists on the Page, or the list is not synced. Click Sync. If the list is still empty, click Launch Lead Form Ad and create one.
Could not load lead forms The list did not load. Click Retry.
Add your privacy policy URL — Meta requires one on every lead form. A new form has no privacy policy link. Fill Privacy policy URL with a working https page.
A new form is missing from the list The list was loaded before the form existed on Meta. Click Sync.
LEADS shows 0 Nobody has submitted the form yet, or the ad is still in review. Check the ad status in Ads Manager. Meta reviews ads, usually within 24 hours.