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Patient Copilot Help Center

How to create a Facebook form in Ad Manager

In this article we will discuss in detail about the steps to be taken to create a new Facebook lead form, used for the Lead Generation objective of Meta ads. * * * ## ## How to review, map and duplicate existing Facebook lead forms? As part of enhancing the lead form management experience in Ad Manager, we’ve introduced the ability to review, map, and duplicate existing Facebook Lead Forms directly from the campaign setup interface. ### Accessing Form Review & Mapping details 1. When selecting a lead form inside the Lead Generation campaign setup, click the pencil/edit icon beside the form name (hover text: Map Fields / Duplicate Form).!(https://assets.patientcopilot.ai/ceecffd559f04470.png) 2. A modal opens allowing you to: - Preview the form content - Map or update form fields to CRM fields - Ensure lead syncing is accurate and complete * * * ### Duplicating a Facebook Form From the same modal, you’ll now see a “Duplicate Form” button at the bottom left. Clicking it opens a new view with all the fields pre-filled based on the original form.!(https://assets.patientcopilot.ai/a73dc722688a4f76.png) - You can make any edits to the cloned version.