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.
Before setting up the integration
Our Facebook Ads integration has three recipes:
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. Every time period, sync each ad-set from account, to an item. This recipe allows for the grouping of ads together within an item on your board.
3. When a leads 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
Once you click on the Facebook Ads import you will be asked to connect your monday.com account with your Facebook account, as so:
After you've connected both accounts you'll be redirected to the import page and be asked to choose the wanted campaigns to import.
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!
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.
Once on the page, you will see all of the amazing integrations we offer. Select 'Board Integrations':
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':
Then, 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:
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, start date & end date,status, unique CTR, unique clicks, unique link clicks, unique outbound clicks, and views content.
How to collect leads
The third recipe for the Facebook Ads integration makes it easy for you to manage any leads collected from a form created with Facebook Ads.
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.
Simultaneously, create the lead generator campaign with a form that corresponds to your board.
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:
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':
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.
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.
When you return to the integration set up within monday.com, you'll see the following:
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:
Now, each time someone fills out the Facebook form, a lead will be generated on your board! ⚡️
If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. You can consult and hire their services directly through our professional services online store.
Congrats! 🎉 You are connected to your Facebook account!
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.