What is Lead Filtering?
One of the biggest issues advertisers face with facebook lead ads is lead quality. Filling out the lead form is very easy. It’s good for volume, but not so good for quality.
Lead Filtering allows you to ask qualified multiple-choice questions at the top of the lead form. If a positive answer is given, the user can fill out the form. Otherwise, users will not be able to send them.
This is especially useful for leads going to the sales team. Lead filtering can help if you find that your team is wasting time contacting potential leads that aren’t your target customers.
How to Set Up a Lead Filtering Question
First, you’ll need to collect leads using Instant Forms (selected within the ad set)
At the ad level, click to create a new form.
Complete the Form Type and Intro sections as you normally would. Then expand the Questions section. You might see a message about saving time on follow-ups (this is Lead Filtering).
Add a multiple-choice question.
On the right, you’ll see a toggle for Lead Filtering. Toggle that on.
Now, enter a custom question with at least two potential answers.
There’s a column for “Lead Filter” so that you can designate an answer as “Lead” or “Not a Lead.”
Completion Screens
You will now see separate sections within your form for “Message for Leads” and “Message for Non-Leads.”
Here’s an example of a message for leads…
And here’s an example of a message for non-leads…
How it Looks
The lead form itself will look something like this…
Notice that this qualifying question is asked before a user can submit their contact information. If I select “Within the next three months,” I am taken to the questions to collect my contact info. If I select “Beyond the next three months,” I’m taken to this screen…
Conclusion
Lead Filtering option especially helps for to leads going to the sales team. Lead filtering can help if you find that your team is wasting time contacting potential leads that aren’t your target customers.
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