How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows
Modified on: Sat, 13 Nov, 2021 at 8:11 AM
In Business Suite, you can export a file that contains the information that people submit through your Instant Form. You can also download this data from Ads Manager , request it through the API or access it through an integrated CRM system . We recommend that you download your leads data directly from Business Suite if you don’t have a CRM system integrated with Facebook.
To download leads data from Business Suite:
- Go to Business Suite .
- Click More Tools from the menu.
- Click Instant Forms.
- Click Download next to the form with the leads you want to export.
- Choose how you want to download your leads:
- Click Download New Leads if you only want to export the leads that you’ve received since the last time you downloaded.
- Click Download by Date Range if you want to download all the leads you’ve received during a certain time period. After you select this option, choose the preferred date range and click Download.
- A window appears with your form information. Click CSV to download the leads data in your preferred file type.
Note: You have 90 days from the time a lead submits their form to download their information. Leads expire after 90 days . We recommend that you export your leads data regularly.
When you download your file, if you don’t see an Ad ID or Ad Set ID field, it may be because:
- The lead was generated via organic reach.
- The lead was submitted via an ad preview.
- You don’t have advertiser privileges on the ad account that created the lead ad campaign.
To troubleshoot your file download:
If you can’t download your leads file:
- Check with your Business Manager admin to see if they’ve customized access permissions in Leads Access Manager .
- If they haven’t customized permissions, reach out to your Facebook Page admin to give you the correct access. Before customization, only Facebook Page admins can download leads.
- If they’ve customized permissions, make sure they’ve given you the correct access. After customization, only people assigned access permission can download leads.
To Import The Leads Into TWIM CRM:
(New UI)
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Navigate to Contacts and click the Import Contacts Bulk Action
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Select your CSV file and click Next
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Map the fields from your Facebook Lead Form to your TWIM CRM fields and click the Next button
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On the Details tab, click the Advanced dropdown, add a tag for these leads (optional), and toggle on “Add To Workflow/Campaign” and select the Workflow or Campaign that you’d like to add the leads from the CSV to
(Old UI)
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Navigate to Contacts and click the Import Contacts Bulk Action
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Select your CSV file and click Next
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Map the fields from your Facebook Lead Form to your TWIM CRM fields and click the Next button
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Review the sample data and click Continue
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Select your Duplication Strategy
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Select or create a tag to be applied to everyone in the CSV
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In filters, type tag, then select the tag you created in the previous step
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Select all the contacts
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Click the “Add To Campaign/Workflow” Bulk Action
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Click Proceed then select the Campaign/Workflow from the dropdown, give the action a name, then click the “Add to Campaign/Workflow” button