Facebook Lead Plugin

How to Setup Facebook/Instagram ad leads?

Data from Facebook/Instagram ad lead forms can be ingested on Chakra using the Facebook Leads plugin. The integration works in realtime, so whenever a form is filled in a Meta ad form, a new lead will be created on Chakra.

Create Facebook Lead Plugin

The plugin can be created by following these steps:

Go to Admin -> Plugins.

Click on ⊕Add Plugin and search for Facebook Leads plugin.
Click on the Facebook Leads box.
In the popup that opens, provide the Plugin Name and click Submit.

Grant Facebook Permissions

After creating the plugin, we need to grant the permissions on facebook in order to create the lead on Chakra directly through Facebook. That can be done by:

After the plugin is created, the plugin details page opens up.
Click on Continue with Facebook button

In the Permission popup window, select the Facebook page you want to link & click Continue
Choose the Page Access type
- Opt in to all current and future Pages: This will give ChakraHQ Connect access to your current Pages, in addition to any Pages that you create in the future.
- Opt in to current Pages only: This will only give ChakraHQ Connect access to the Pages you select.

Choose the Business to Connect
- Opt in to all current and future Businesses: This will give ChakraHQ Connect access to your current Businesses, in addition to any Businesses that you create in the future.
- Opt in to current Businesses only: This will only give ChakraHQ Connect access to the Businesses you select.

Review Meta Permissions. Click Saved

Wait for the linked pages to get listed.
Enable Pages: Select the checkbox against the page you want Chakra to subscribe leads for

Configure Lead Mapping

To handle the behaviour of the lead on Chakra from Facebook , below steps needs to be followed:

Click on Add Another
Add Order as 1
Select pages: <<Your Page>>
Select Action as Create Process
Select Procedure as Lead. Here Lead is the name of the procedure where you want the Facebook leads to be created

Select State as NEW
Facebook Field Mappings - Here you need to map the fields which are there in your facebook to that on Chakra. For Eg: Email <> Email : Here first Email is the Facebook attribute and the second the attribute on Chakra Full Name <> Customer Name : Here Full Name is the Facebook attribute and Customer Name the attribute on Chakra
Set Plugin as Active by using toggle option and click on Save

Create Test Lead

Below are the steps to create a test lead on through the plugin:

Click on Open Lead Ads Testing Tool button, a New Tab will get opened
Select the Product and the Form
Click on Preview form in the Form section

Fill in the Lead form values. It should have Email & Full Name since we configured those in the earlier step.
Click Continue then click Submit.
Click Cancel and then click on Track Status

Validate Test lead

To validate the test lead:

Go back to the Chakra Dashboard in the Lead tab
You should see the newly created test lead in the Lead List
You can go to LLead Details Page (By clicking on the link in lead id) to see more details.