Introduction

If you are running your own Facebook Ad campaigns, there are three ways to get your leads into Chime from Facebook and this article only explains how to use a Facebook Lead Form Ad combined with a direct integration to Facebook.

Two additional methods are found in these separate articles: Facebook Landing Page Ads and Send Facebook Leads to Chime via Zapier.

With the method outlined in this article, you can run an ad on Facebook that includes a customizable lead form used to collect lead information before they are sent away from Facebook to the landing page of your choice. Once integrated, leads captured on a Facebook lead form will be automatically imported into Chime.

Here are a few important notes:

• This Integration only functions on Facebook Lead Form Ads--meaning the leads must register on a Facebook form, not a Chime landing page. Instructions for that specific method are found here: Facebook Landing Page Ads.
• Only one Facebook Business Page can be connected per Chime user account.
• Every individual user on a team is able to integrate their individual Facebook Ads with Chime

Summary

• How do I integrate Facebook Ads to Chime?
• How do I add tags and set a source using the Facebook lead form?
• How do I add search criteria using the Facebook lead form?
• How do I use lead form questions to add additional details into Chime?
• How do I sync custom questions to Chime from the Facebook lead form?
• Can I select a Chime landing page where leads will be sent after they register on Facebook?
• How do I set it up so that leads that register on Facebook lead forms do not have to sign up on my site after being sent there?
• How do I manage lead routing for leads that come from Facebook?
• What account permissions do I need to connect Facebook Lead Ads with Chime?
• I am getting new leads on Facebook, but they are not showing up in Chime
• When connecting to Chime, the system says I don't have management permissions for this page
• When connecting to Facebook Lead Ads, the page I want to use is greyed out, but I have already requested permission.
• How do I disconnect the Facebook Ads Integration from Chime?

How do I integrate Facebook Ads into Chime?

Navigate to Settings > Lead Capture > Facebook Ads > Connect:

The following window will appear. Click on "Log In to Facebook"

You should be connected to your Facebook automatically if you are logged in, otherwise, you will have to log in first.

Next, click on the link to “Choose what you allow”:

Make sure you give Chime all the available permissions shown in the following two screenshots or else the integration will not work:

Once connected, you should see a window with the next step. Choose the Facebook Page you want to connect to and then click on "Next." Note the following:

• You can only choose one Facebook Page to integrate per Chime account
• All leads from any form on this Facebook Page will be synced to your Chime CRM
• If your Facebook page is not displaying on the drop-down list above, please refer to THIS SECTION of the article.

You should then see the following confirmation message along with a list of links that you can click to access key information (also found in this article):

When connected, the Facebook Ads Integration should appear like this on the Lead Capture page:

How do I add tags and set a source using the Facebook lead form?

Log into your Facebook page as an admin > select Publishing Tools:

 On the menu at the left click on Lead Ads Forms > Form Library:

Click to either edit an existing form or create a new one:

Edit the form Settings > Tracking Parameters:

Add the following on the left side under Parameter Name (you will add the values in the next step). Make sure they are added exactly as listed here (spelling, capitalization, etc.):

• utm_source
• utm_campaign
• utm_content
• utm_medium

For the Parameter Value column, you will add the values that you want to be pushed into Chime. Read the descriptions below so you know where they will be recorded in Chime:

• utm_source. This will be the source of the lead recorded in Chime. For context, the "source" is usually something like Zillow, Realtor.com, Homes.com, or other source names. The source is commonly used for lead routing/distribution within teams (see Lead Routing Rules). If this is not defined differently here, the source entered in Chime will be "Facebook."
• utm_campaign. This will be recorded in Chime as a tag. Use this to differentiate campaigns, etc. This cannot be used for lead routing.
• utm_content. This will also be recorded in Chime as a tag. Use this as desired for additional filtering in Chime. This cannot be used for lead routing.
• utm_medium. This is the lead type in Chime. The only acceptable values in this parameter are the following--typed exactly as listed here. If one of these is not used, the default lead type in Chime will be "Other."
  • Buyer
  • Seller
  • Buyer&Seller
  • Renter

If, for whatever reason, you do not want utm_campaign and utm_content to feed into Chime as tags, you can turn this off. See Lead Source Logic > UTM Settings for more information.

How do I add search criteria using the Facebook lead form?

You can use the Facebook Lead Form Integration to send additional information from the Facebook Form to Chime. When you create a lead form on Facebook, it might be built around a specific listing or market area and it would be a good idea to bring that information into Chime to apply towards lead routing, auto property alerts, property tracking, etc.

When added, this will display directly in the lead profile here under Search Criteria:

If specific listings (by listing ID) are referenced they will display under the Properties sections:

*IMPORTANT:

• You can bring thing information into Chime from the lead form:
  
  • Specific Listings
  • Cities
  • Zip Codes
• You can only bring in a total of FIVE for each of the above categories. For example, if you want to bring in 5 (specific listings) + 5 (cities) + 5 (zip codes) = 15 total, that is okay. But you cannot bring in 15 specific listings, 10 cities, 7 zip codes, etc. as five is the maximum number that will be pulled for each category.
• The formatting of this step is extremely important. Please follow the instructions exactly as outlined in this section in order to avoid issues.
• It is very important to make sure that the cities and zip codes that you use are within your connected MLS, otherwise, the data will not be valid when imported into Chime.

Criteria Preparation

Specific Listing

If you would like to associate a specific listing from your website with leads that are captured via a specific form, you will need to navigate to your Chime website and find and copy or make note of the Chime listing ID located in the URL for that specific listing. It will be in a format like "1038012575" and you can find it right in the middle of the URL like what is displayed in the screenshot below. Please note that this is the Chime listing ID that is unique to your website, not a listing ID from the MLS.

City or Zip Code

If you would like to associate a specific city or zip code from your MLS data with leads that are captured via a specific form, make a list of those cities and/or zip codes to use later.

The city should be in the format of "City, ST" with the city written out, a comma, and the two-letter abbreviation for the state.

Facebook Setup

You will add the information gathered in the Criteria Preparation step as UTM Tracking Parameters on the Facebook lead form. To find those settings, do the following:

Log into your Facebook page as an admin > select Publishing Tools:

 On the menu at the left click on Lead Ads Forms > Form Library:

Click to either edit an existing form or create a new one:

Edit the form Settings > Tracking Parameters:

Click the button to Add Parameter and type in "utm_term" on the list on the left side under Parameter Name. You will then add to the new field under the "Parameter Value" column and you will input the listings, cities, zip codes that you would like associated with this form and any lead that registers on it. The "Parameter Value" needs to be in the following format and EXACTLY as written here--other than replacing all of the red with your choices--nothing else can be replaced other than what is red in the below example.

-----------

"id":[listingID1, listingID2, listingID2, listingID3, listingID4, listingID5],"area":["City1, ST", "City2, ST", "City3, ST", "City4, ST", "City5, ST"],"zipCode":[zipcode1, zipcode2, zipcode3, zipcode4, zipcode5]

-----------

If you do not want to use one of the categories (listing ID, city, or zip code), you can delete that portion of the value. If you do not need all five spots for each of the categories, you can simply delete what you do not want to use. Here are a few examples to illustrate the concept:

• If you only want to use two specific listings, use this format: "id":[listingID1, listingID2]
• If you only want to use three cities, use this format: "area":[" City1, ST", "City2, ST", "City3, ST"]
• If you only want to use one zip code, use this format: "zipCode":[zipcode1]
• If you want to combine two and leave one out, you can do this, but make sure it is formatted the right way. For example, here are how you would do two cities and two zip codes: "area":[" City1, ST", "City2, ST"], "zipCode":[zipcode1, zipcode2]

And here is where this value should be added:

Once set up, be sure to save. When leads register through this specific Facebook lead form, it will now associate the listings, cities, and/or zip codes that you have added to the criteria.

How do I use lead form questions to add additional details to Chime?

Chime supports capturing responses from the following fields via the Facebook lead form.

When you add custom questions to your lead form, it will automatically create "Field Names" and produce an auto-populated "Value" (field at right) for each question. If you would like the data from these questions to feed into the lead's profile in Chime, you will need to edit the fields in the "Value" column to match the fields that are supported in Chime.

To edit the values, edit the form > Settings > Field Names. Edit the "Names" to be any of the options below but make sure they are added just as listed here (spelling, capitalization, etc.), or else they will not work:

This is what it might look like on the Facebook settings once you have it set up:

This information will be added to a lead profile. See these screenshots as examples:

Note: You have to duplicate the lead form, and then add the UTM under content or campaign and those import into tags under that lead.

How do I sync custom questions to Chime from the Facebook lead form?

If you have added custom questions that are not supported by the fields built into Chime, you can add them as a note on the lead profile. You will add the custom questions and then go in, like is explained above, edit the form > Settings > Field Names.

You will need to adjust the values using the format provided in the table below. You can add as many custom questions as you would like (this table only shows three to demonstrate the concept), but note that if you do, you are less likely to capture the lead with such a high barrier required to access what the lead is looking for.

This is what it might look like on the Facebook settings once you have it set up:

After the lead provides the answer(s) to the question(s), the information will be added as a note on the lead profile like so:

Can I select a Chime landing page where leads will be sent after they register on Facebook?

When setting up this integration, leads that register are not automatically logged into your Chime website. This means if you plan on sending leads that register via Facebook forms to a specific page on your site, you make sure to have content on that page that explains what is next. The screenshot below shows the website link field where you would choose where the lead goes when clicking on the "View Website" button:

How do I set it up so that leads that register on Facebook lead forms do not have to sign up on my site after being sent there?

Unfortunately, the Facebook platform does not provide a way for leads that register on Facebook to be auto-logged into your website. Other systems will work around this by forcing the lead to register again on your website and then merging the duplicates, but this is likely to deter the lead from taking further action on your site. Here we present two solutions that could be of use to you in dealing with this Facebook limitation:

Potential Solution 1

One potential solution to this is to send the leads to a landing page with an explanation of your services and let them know they will be receiving a Welcome Email that they can use to browse your site. You would want to consider locking down the landing page so that no navigation menu appeared, etc. so that they were forced to find the email. This method allows for the lead's continued activity on your website to be tracked and recorded on their lead profile page in Chime. Here is where you would turn on the option to "Send Welcome Email" under Settings > Integrations > Facebook Ads. More information regarding the Welcome Email can be found here: Set Up the Welcome Email. Keep in mind that Welcome Emails, if turned on, are for all leads from any source, not just one in particular.

Potential Solution 2

Alternatively, you can make an adjustment with the Facebook form settings so that leads that register via the form and are then sent to your site will not have to sign in at all.
You can accomplish this by adding a string to the end of the URL that you will send the leads to after they complete the form on Facebook. When setting up the lead form, you will choose a destination URL (see above) that a lead will be sent to after submitting their information on the form. By adding "&isPopup=0" to the end of that URL, the leads will be able to browse your site without having to register again. If the listing search URL is the following, for example, you would add on the portion in RED directly at the end of the URL in order to keep the forced registration pop-up from appearing to this lead so they could browse the site freely:

https://demo.chime.me/listing?mode=map%2Blist&page=1&sort=RELEVANCE&listingSource=all%20listings&key=city%3ASouth%20San%20Francisco%2C%20CA&rect=37.690664826245516%2C-122.4922322712473%2C37.603268523364214%2C-122.36520285252482&zoom=13&threshold=10&nopreset=1?&isPopup=0

• There are a few important notes to keep in mind with this setup:
• Be sure to test the URL prior to adding it to Facebook to make sure it actually works
• The destination URL where you send the leads to must be a listing page or a listing search page. It cannot be a custom page or even a landing page. Be sure to test with the page to make sure it works prior to setting it up with a specific web page.
• Because the leads are not signed in at all with this option, their activity will not be tracked and synced to their CRM profile until they do log in. If tracking is a priority, see Potential Solution 1 (above).
• Keep in mind that oftentimes sold listings are only displayed after sign in so these would still be inaccessible to leads until they signed in/registered.

How do I manage lead routing for leads that come from Facebook?

Be sure to set up lead routing for the incoming leads from Facebook. If you want to import them as "Team Leads," (see Lead Privacy: Team Leads vs. Private Leads), you can adjust whether leads from your Facebook Lead Form Ads integration will come in as Team Leads by toggling on/off the option as seen in the screenshot below. However, you can still bring the leads in as Team Leads and have them assigned to you (as the person setting up your own integration) as long as the other settings are adjusted as explained below.

If they are team leads, they will be pushed through actual lead routing rules unless the setting under Settings > Lead Distribution > Lead Routing > New Leads is adjusted:

Adjust for "Team Owner's Leads." If the checkbox next to the above list of sources is NOT checked, leads from that source will skip lead routing and be assigned directly to the Team Owner.

Adjust for "Member's Leads." Please note that leads from unchecked sources will be assigned to the agent who imported them:

Most lead routing happens based on the "Source." If the Facebook forms are set up correctly with the UTM parameters (see above), the source can be customized for each form. That source can then be used to distribute leads using the lead routing options available in Chime (see Lead Routing Rules).

What account permissions do I need to connect Facebook Lead Ads with Chime?

You will need to have admin access for any Facebook business pages you are wanting to connect to Chime. Access is required for pages, the ad account, and leads access. This process will look slightly different depending on whether you are a partner or if you have been added to the business as an individual. Both processes are described below:

Account Permissions - Partner Account

If you are a business partner, you will want to head to the Partners Tab of that business. This will be where you can verify your permissions for your business page and if they do not look like what is outlined here below, you will need to have a Facebook Business Admin give you these permissions:

Manage Pages

Manage Ad Account

Leads Access

Account Permissions - People Account

If you have been added as an individual/employee, you will want to head to the People Tab of that business. Here is where you can verify your permissions for Pages and Ad Accounts, and if they do not look like what is listed here below for the page, you will need to have a user with an Admin role give you these permissions:

Manage Pages

Manage Ad Account

You will also need Leads Access permissions, which is in a different tab. If you do not see that tab, you will need an Admin user to do this for you. You need to be added to the People list for the page you are trying to connect. A screenshot of this is below:

Facebook Lead Ad permissions can be quite complex, especially with multiple partners and individuals having access. If you continue to have issues, we recommend you dig into Facebook's guide which can be found HERE. If you find that you are still running into issues, please contact Chime Support for a further analysis at <support@chimeinc.com> 

I am getting new leads on Facebook, but they are not showing up in Chime

If your Chime Facebook Lead Ads connection is turned on and you are receiving leads in Facebook, but you are not seeing these leads in the Chime CRM, there are a few things that you can do to troubleshoot:

(1) Check Access for Manage Page, Ad Account, Lead Access

Check to make sure that your Facebook account has admin permissions for these three areas. More info can be found HERE on how to do this.

(2) Check the Facebook Lead Ads testing tool for any errors

1. Visit the Lead Ads testing tool page HERE
2. Select the Page and Form
3. Click "Create Lead"
4. Click the "Track Status" button
5. Review the section below "Track Status" for any errors or messages
6. If you see a 103 error, "CRM access has been revoked from Lead Access Manager," you can reset the Facebook Leads Access permissions.
7. If you see other errors, please reach out to our Support Team (support@chimeinc.com) for further assistance

(3) Reset Access Permissions for Chime

1. Go HERE and click on Chime Ads Platform.
2. Verify that the following settings are turned on for the Chime Ads Platform (see screenshot below)
3. If you have a list of pages, confirm that "Chime Ads Platform" has access to the specific page that you want to use with Chime.
4. If Chime does not have all of these permissions you will need to remove the Chime Ads Platform.
5. Then reconnect Facebook Lead Ads with Chime again (see How do I integrate Facebook Ads to Chime?)
6. Test again.
7. If it is still not working, do a lead access reset (below)

Reset Facebook Lead Access permissions

These instructions are written assuming you are using Facebook Business Manager.

1. Navigate to the page you connected to Chime under the Leads Access Tab -https://business.facebook.com/settings/leads-accesses
2. If you do not see the Leads Access tab or your page, then you do not have the right access to set Leads Access permissions. You will need to contact the page owner to set these permissions for your account.

Option 1

Click the button in the top-right that says "Restore Default Access." This button should then assign Chime the needed access by default because you have connected your account with Chime.

Option 2

If for some reason you do not want to select the option to "Restore Default Access," please at least add "Chime Leadgen" to the "People" list and add "Chime Ads Platform" in your Connected CRMs list:

How do I disconnect the Facebook Ads Integration from Chime?

If you ever need to disconnect the integration, simply go to Settings > Lead Capture > Facebook Ads Integration and click on the button to "Disconnect":

Confirm that you want to disconnect and it will finalize by clicking on the "Yes" button:

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@chimeinc.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Chime CRM.