This document will help you with steps to setup & configure FB & Insta Lead Capture connector in Callyzer. With this connector you can connect Callyzer to Facebook and Instagram effortlessly and automatically import leads from Facebook and Instragram advertise / campaign forms directly into Callyzer and these leads will then be available in the Leads module of Callyzer.
Pre-requisites:
You need to have a running advertisement / campaign form in Facebook in order to capture the data that people fill in the form when they see your advertisement / campaign.
While creating a Facebook advertisement / campaign form you need to have at least 2 mandatory fields:
Name of the lead.
Phone number / Mobile number of the lead.
The data is automatically imported into the Leads module of Callyzer so you need to subscribe to the Lead module subscription plan of Callyzer.
How to activate the connector:
Navigate to the Connectors menu.
Select FB & Insta Lead Capture.
Click Try for 15 Days.
On the purchase summary screen, click Activate Trial.
NOTE: If you have already done a free trial of this connector previously you will not be able to try it for free again.
How to configure the connector:
Navigate to Connectors menu and click Configure for FB & Insta Lead Capture.
Click Login to Facebook:
Log in to the account with the active ad campaign.
If previously linked, choose to continue with prior settings.
Click Edit Settings to select the Facebook pages to connect, then click Next.
Set all options to YES (Callyzer may not work properly if all options are not turned on) and click Done.
Click OK to confirm.
You’ve successfully configured FB & Insta Lead capture with Callyzer!
How to setup lead assignment:
Select the desired Facebook page & form.
Select appropriate lead assignment options as your requirement.
Map Facebook fields to Callyzer Leads module fields.
Click Save to complete setup.
You’ll see a summary of the configured Facebook pages and forms.
You can edit or remove these settings as needed.
Now, any submissions to your Facebook form will be captured in Callyzer, visible in the Leads → My Leads.
Select the appropriate Business Portfolio and Facebook Page from the dropdown at the top on left panel.
Go to Settings.
Navigate to Integrations -> Lead Access from the left panel.
Choose the correct Facebook Page.
Click on Assign CRMs.
Select Callyzer from the list and click Assign.
Verify that Callyzer appears in the Connected CRMs list.
In my Facebook form I have multiple choice selection field, how can I map that with Callyzer.
To map a multiple-choice selection field from your Facebook form to Callyzer, follow these steps:
Step 1: Create a Dynamic/Customized Form Field in Callyzer
Go to Leads -> Form Settings in Callyzer.
From the list, select DropDown.
Click on Edit to modify the field.
Step 2: Configure the Form Field
Enter the appropriate label and other details in the form field, then in Options enter the text and value for each option as per your Facebook form in below manner.
Text Field:
Enter the text as it appears in your Facebook form.
Example: If your Facebook form option is “This is Option 1”, enter “This is Option 1” in the Text field.
Value Field:
Convert the same text to lowercase.
Replace spaces with underscores (_).
Example: For “This is Option 1”, enter “this_is_option_1” in the Value field.
Now Save this setting & map this newly created Form Field in Callyzer with Facebook form field in the Facebook connector configuration page of Callyzer.
Why Follow This Format?
This format ensures that the data from Facebook can be mapped correctly when imported to Callyzer, as it standardizes the text format.
Note : For additional assistance or troubleshooting, please contact your relationship manager.
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