With Facebook Marketing, the leads from your Facebook and Instagram Lead Ads reach HellouOne on their own: each one becomes a contact with its answers and, if you like, gets a WhatsApp template within minutes from the inbox you choose. Alongside, you see what each campaign cost and what your team did with its leads.
Available from the Growth plan. Only administrators see the module.
Before you start
- The Facebook Page behind your ads must be connected as a Messenger inbox (Settings → Inboxes → Add Inbox → Messenger).
- To send WhatsApp you need a WhatsApp Cloud inbox with an approved template that has no media header and no variables in its buttons.
- If your Page uses Meta's Leads Access Manager, assign HellouOne as a CRM; otherwise Meta does not tell us about the leads.
Turn leads on
- Open Facebook Marketing → Connection.
- Turn on Receive leads for the Page.
- If it says permissions are missing, click Grant permissions and accept in the Facebook window (with an account that manages the Page and its ads). Then turn the switch on again. If instead of the button you see that Lead Ads permissions are waiting for Meta's approval, they can't be granted yet: your administrator will enable them soon, and Grant permissions will then appear.
Set up a form
- Open Lead forms. If they don't show yet, click Sync forms.
- Click Configure on the form.
- Turn on Send a WhatsApp message to new leads, pick the inbox and the template, and fill each variable with a form field (for example
{{1}}→full_name). - Optional: choose the Question that records WhatsApp consent (a "yes" is saved as an opt-in) and the Labels for new leads.
- Click Save.
A lead gets the template only if it arrives within 24 hours, has a phone number that can be read and has not opted out of WhatsApp. If your account asks for explicit consent, it must also have answered "yes" to the consent question or already have an opt-in on record. Every lead that gets no message says why in Leads and on the Overview.
If the lead already has an unresolved conversation in that inbox, the message goes there; otherwise a new one opens in the chosen inbox and is assigned like any other. The lead's reply arrives in that same conversation.
See the leads
Leads lists every lead. Filter by status or form and open one to see its answers, its contact and its conversation. A Failed or Contact only lead can be run again with Process again (for example, after setting up the form).
Lead qualification
If your plan includes it and it is on for your account, every new lead is qualified from its form answers before the WhatsApp message goes out:
- Hot: wants to buy or book now, with urgency or talking about money.
- Warm: interested, or clearly asking about what the ad offered.
- Cold: not ready, or asking for something the ad did not offer.
- Needs review: the answers are ambiguous; a person should look at it.
- Spam: not a genuine enquiry.
- Not scored: qualification is off, the lead was older than 72 hours or it could not be qualified.
In Leads, filter by Tier to call the hot ones first; opening a lead shows why it got its tier. In Campaigns, the Qualified and Cost per qualified lead columns show which campaign brings the leads worth having, not just the cheapest ones.
Qualification only sorts and shows: it never changes the message the lead gets or who it is assigned to. Only the answers and the names of the form, campaign, ad set and ad are used; the lead's name, email and phone are never sent for qualification.
See the campaigns
- In Connection, click Find ad accounts and untick the ones you don't want to see.
- Open Campaigns, pick the account and the period.
You'll see Meta's spend, impressions, clicks, CTR, leads and cost per lead, and next to them how many leads HellouOne received, how many were sent WhatsApp and how many replied. Click a campaign to see its ad sets, and use the Ads tab to go one level further.
If Reconnect needed appears, Meta asked to reconnect the Facebook Page of that ad account. Reconnect it with Grant permissions: if you don't see it in Connection, turn Receive leads off and on again on the Page to bring it up. You can also reconnect the Page's Messenger inbox with Click here to reconnect. (in Settings → Inboxes, when the inbox shows as disconnected). Then click Find ad accounts in Connection so the notice clears.
Ask LIA
LIA can tell you how many leads arrived, why some got no WhatsApp message, how many came out hot and how each campaign is doing. For example: "How many Facebook leads arrived this week and how many replied?" or "Which campaign has the lowest cost per qualified lead?"