Use lead ads to help people schedule an appointment

30/11/2019

Capturing strong intent signals during the lead ads form submission process can help generate leads that are higher quality. One option that may increase the quality of your leads is adding a date/time preference question into your leads form. This question allows people to input a date/time preference for when they want to engage with you.

This information not only increases the flexibility that you have to take action on these leads, but also provides an improved customer experience. By knowing a lead's date/time preference, you can follow up in their requested time window or route a lead to the right person on your team.

Bear in mind that if you ask this date/time preference question, people might expect that their preferences will be accommodated by your business.

Setup

Set up appointment booking preferences by adding a custom question when you're creating your lead ad form. You can do this from your Page or from Ads Manager.

  1. Begin creating a lead ad.
  2. When you get to the Custom question (optional) section, click + Add custom question.

    Note: Although the heading says that adding a custom question is optional, this is the field that you must use to add the appointment booking preferences option to your lead form.

    Create a question that prompts people to send you their appointment booking preferences, such as "When do you want to visit the shop?" or "What day do you want to come in for a test drive?" Including this custom question will populate a calendar option for people to enter a date and time in their response.

    Note: You can add up to two more custom questions. Learn more.

  3. If you're modifying an existing lead form, you can click Finish in the top right-hand corner to finish adding the appointment booking question. If you're in the process of creating a new lead form, you can click Save and continue the steps below to complete your lead ad.
  4. Click Privacy Policy. Add link text and a link URL to your privacy policy. As an optional step, you can tick the box next to Add custom disclaimer if you want to add additional disclaimers to your lead form. Bear in mind that there's no character limit for the disclaimer.

  5. Click Thank you screen, where you can customise the screen that your leads see after they submit the form. Fill in your Headline, the text you want to appear on your thank you screen under Description, choose a call-to-action Button type (either View Website or Download), Button text for your call to action and your Website link.

    Note: The text limit is 60 characters in the Description body and 30 characters each for the Headline and Button text fields.

  6. Click the arrows at the bottom of your Form preview and make sure that your complete form looks the way you want it to.
  7. Click Finish to complete your form. Alternatively, you can click Save if you want to finish later.
  8. (Optional): Return to the Publishing tools tab at the top of your Page, and in the Leads setup section, you can select a CRM .

  9. When you're ready to publish your lead ad, click Place Order.

Learn more

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* Nguồn: Facebook