How To Set Up An Instant Form Template

Instant Forms are a great way to collect contact information and generate leads, directly from the Facebook app.

When someone clicks your ad it will immediately open an in-app form that collects their name, email, phone number, and answers to your own custom questions.

This step-by-step guide will show you exactly how to set up an Instant Form.

Creating Your First Facebook Instant Form

1. From your Ad, click "Create Form".

2. Select "More Volume".
3. Click the "Intro" dropdown and click "Remove Greeting".
4. Click the "Questions" dropdown, "Add Question" and "Multiple Choice".
5. Enable "Lead Filtering".
6. Configure your first question, including the Lead Filtering settings (this will help automatically qualify and disqualify your leads in real-time).
7. Define which pieces of contact information you also need to collect.
8. Click the "Privacy Policy" dropdown and enter the URL to your Privacy Policy.
9. Click the "Message For Leads" dropdown and enter an appropriate message for those that are qualified.
10. Click the "Message For Non-Leads" and enter an appropriate message for those that are not qualified.
11. Click "Publish".