Advertising on Facebook can be a great way to find new customers and easily collect their info via lead forms. A way to easily capture this data is using Formstack Documents to populate personalized sales and marketing materials and email them directly to the lead. Here's how!
Set up document
Step 1: Set up a template within a Word document. Use merge fields like {$Name}, {$Address}, {$Product} to insert your customer information.
Customize the template with a table to show line items in the customers' orders. Use a comma-separated list for the line items like {$names = explode(“,”, $names)}.
Step 2: Upload the template to Formstack Documents. Select New Document, enter a name, and choose "I have a document I would like to use" from the dialogue box.
Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
Step 3: From the Settings tab, modify options as needed. For example, generate a PDF version and include the name of the lead in the file name.
Step 4: Pick how you want it delivered like emailing it to the lead. In that case, in the "To Address" use the merge field for the lead's email address.
If you don’t have a merge field in your document for the email address, choose <
Connect to Facebook Lead Ads
After you have updated your delivery, set up the process inside Zapier to integrate with Facebook Lead Ads.
Step 1: Inside Zapier, click the New Zap button.
Step 2: For the trigger, settings choose Facebook Lead Ads as the service and New Lead as the trigger.
Step 3: Authenticate your Facebook account and choose the Facebook Page and the Form you want to grab leads from.
Step 4: Set up the Action, using Formstack Documents as the app and Create Document Merge as the Action of the Zap.
Step 5: Authenticate your Formstack Documents account and choose the created template. Zapier will populate the list of all merge fields in the document.
Step 6: Pick the corresponding fields from Facebook into the merge fields of your document.
Step 7: Once fields are matched, save your new Zap to turn the integration on.
Moving forward, submissions on your Facebook page will send data over to your Formstack Document and then an email to your lead.