What can we help you with?

Facebook Ads Integration

Group_379.png

With the Facebook Ads Integration, you can use monday.com to manage your campaigns and collect leads all in one place. Make management easy! Read on to learn more about how to set up this integration.

 

Note:  You must have a Facebook Ads business account in order to use this integration.

 

Before setting up the integration 

Our Facebook Ads integration has two recipes:

Frame_426.png

1. Every time period, sync each campaign from account to an item. This is an import integration meaning you first import your active campaigns and then the integration is created. This recipe is automatically added to your board once you import the data from your Facebook Ads account. We'll cover this recipe in the "How to import campaigns" section of this article.

2. When a form is submitted, create an item. We'll cover this recipe in the "How to collect leads" section of this article.

 

How to import campaigns

Step 1

To add the integration, please click on your image or initials and choose "Import data":
Frame_427.png
 
This will redirect you to our Import page. Once on the page, you will see all of the apps you're able to directly import from, then go ahead and select "Facebook Ads": 

2.png

Step 2

Once you click on the Facebook Ads import you will be asked to connect your monday.com account with your Facebook account : 

Frame_429.png

 

Step 3

After you've connected both accounts you'll be redirected to the import page and be asked to choose the wanted campaigns to import. 

 

Step 4

Select the ad account(s) you wish to import and a board will be created with all the active campaigns created in the last 24 months that are running! 

 

Screen_Shot_2019-12-03_at_12.49.23.png

 

Note:  Once a connection is made between your facebook account and monday.com it will remain valid as long as the integration is being used. If an integration is not used within 90 days of establishing the connection, it will expire and become inactive. You will then need to revoke monday.com's access from your facebook account and create a new connection.  

 

Step 5

Okay, this next step is SUPER EXCITING so buckle up! Once the import is done the integration will be automatically created 🤩🥳

Please note that the default time period for the sync is 'every day', so if you wish to edit it and choose a different time period, please click on the integration button.

Frame_437.png

Once on the page, you will see all of the amazing integrations we offer. Select 'Board Integrations':

 

1.png

 

This will redirect you to the list of active integrations you have on the board. Once there, select the three-dot menu on the right-hand side of the recipe you with to edit. Select 'Edit Integration':

Frame_438.pngThen, you can edit the first field (Every time period). Choose how often you'd like to sync Facebook Ads to your monday.com board. You have the option of daily, weekly, or monthly and the specific hour. 

 

Facebook Ads integration column

When selecting which data will be mapped into each column, the integration column will be added automatically to maintain the connection between the parameters in both apps:

1.png

 

Supported mapping fields 

Currently, the following fields are supported when mapping the import recipe above:

3 second video views, adds payment info, adds to cart, adds to wishlist, app engagement, app installs, app uses, app story, bid strategy, blocked messaging conversations, budget remaining, buying type, CPC, CPM, CPP, CTR, check-ins, clicks, completed registration, credit spends, custom pixel events defined by advertiser, event responses, frequency, game plays, ID, impressions, initiates checkout, landing page views, leads, leads (form), link clicks, clicks CTR, messaging conversation starter, mobile app achievements, mobile app adds to cart, mobile app checkout, mobile app content views, mobile app credit spends, mobile app feature unlocks, mobile app installs, mobile app payment details, mobile app purchases, mobile app ratings, mobile app registration, mobile app search, mobile app starts, mobile app tutorial completions, Name, mew messaging conversations, off site conversion, off site engagement, on-facebook purchases, on-facebook workflow completions, onsite conversion, other mobile actions, outbound clicks, outbound click CTR, page engagement, page likes,  page photo views, page story, post comments, post engagement, post reactions, post saves, post shares, post story, purchases, reach, searches, spend, status, unique CTR, unique clicks, unique link clicks, unique outbound clicks, and views content.

 

How to collect leads

The second recipe for the Facebook Ads integration makes it easy for you to manage any leads collected from a form created with Facebook Ads.

Step 1

To get started, set up a board with the fields you want to collect from your form. If you'll be collecting leads from multiple sources on this board, consider adding a 'Source' column to indicate which leads came from Facebook. More on the 'Source' column in Step 5.

Frame_444.png

Simultaneously, create the lead generator campaign with a form that corresponds to your board.

Step 2

Once your board is ready to go, navigate to the 'Integrate' icon at the top of your board to set up your integration. To collect leads, you'll use the following recipe: When a form is submitted, create an item.

Once you select the recipe, connect to your Facebook Ads account:

Frame_461.png

Step 3

On the next screen, log into Facebook or choose the option to continue with the account that you're currently logged into. Then select the Page(s) you want to use and choose 'Next':

Frame_441.png

Step 4

On the next screen, you'll see a set of permissions. Keep in mind that the integration may not work properly if you turn off any of the options.

Frame_442.png

Select 'Done' to move on to the confirmation screen. If you change your mind about any of these permissions after leaving this screen, you can update these options in your Business Integrations Settings.

Now it's time to create the form on Facebook that you'll use to collect leads. Once you've created the form, you're ready to set up the rest of the integration.

Step 5

When you return to the integration set up within monday.com, you'll see the following:

Frame_443.png

From here you can select the Facebook form that you want to pull into the board. Then, when you select the 'item' option, you will have the opportunity to map the information from your form to your monday.com board. For example, this means you'll be able to choose which column on your monday.com board will hold information from the email field on your form.

Remember that 'Source' column we suggested in Step 1? Here you can type the word 'Facebook' into the 'Source' field so that every lead generated by this integration recipe will have 'Facebook' as the source:

Frame_445.png

Now, each time someone fills out the Facebook form, a lead will be generated on your board! ⚡️ 

 

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly! 

 

 

Congrats! 🎉  You are connected to your Facebook account! If you have any questions, feel free to reach out to us at support@monday.com.