Getting Started - Setup Facebook and Instagram Lead Ads

Connect your Facebook and Instagram channels to manage lead generation ads. Capture high-quality leads

directly from social media. Facebook and Instagram Lead Ads let you capture prospect information from Meta ads and manage campaign setup directly in Adaptive AI.

What are Facebook and Instagram Lead Ads?

Lead generation campaigns can use Facebook lead forms to collect information such as a prospect's name, email address, phone number, or answers to custom questions.

Facebook and Instagram Lead Ads in Adaptive AI allow you to create and manage Meta lead generation campaigns from Marketing > Ad Manager. When form fields are mapped to the appropriate Adaptive AI contact fields, submitted lead information can be organized in the CRM for follow-up and automation.

How to Setup Facebook/Instagram Lead Ads

Step 1: Open and Activate Ad Manager

Ad Manager must be activated for the sub-account before Meta assets can be connected and campaigns can be created.

1. 1In the Adaptive AI sub-account, navigate to.
2. 2If Ad Manager has not been activated, click

Step 2: Connect Facebook

1. 1From the Ad Manager onboarding screen, click.
2. 2Complete the Facebook login or authorization flow and grant the requested permissions to Adaptive AI Communications.

Step 3: Select a Meta Ads Account

1. 1Locate dropdown or search field to find and select the correct ad account.
2. 2Under the Facebook Page selection area, search for and select the page you want to use. Then click
3. 3Once the page is connected, click the button.

Step 4: Create a Campaign

1. 1Click.
2. 2Select as the platform.
3. 3Click.
4. 4Choose to start from scratch or use an available Ad Manager template.

Step 5: Select the Lead Generation Objective

1. 1Select as the campaign objective.
2. 2If applicable, select the appropriate. If the campaign does not fall within a special category, choose the applicable not-applicable option.
3. 3Continue to the ad set configuration.

Step 6: Configure the Ad Set

Configure the available ad set settings, including:

• Enter an.
• Select the.
• Select an, when applicable.
• Choose your.
• Set the and applicable schedule.
• Configure the and location settings.

Meta ad spend is charged through the payment method connected to the selected Meta ads account.

Step 7: Create or Select a Facebook Lead Form

1. 1At the ad level, select when prompted for the lead destination or supported lead capture option.
2. 2Open the lead form dropdown.
3. 3Select an existing form or click.

If selecting an existing form, review its mapping before continuing. When Adaptive AI indicates that form fields are not mapped, use the mapping prompt to connect the form fields to the appropriate CRM fields.

If creating a new form, select + Create Facebook form then complete all required information to create the form.

Step 8: Configure the Ad Creative

1. 1Enter an.
2. 2Add the.
3. 3Add a.
4. 4Add a description when appropriate.
5. 5Select the desired.
6. 6Upload the applicable image, carousel, or video media.

When the campaign is ready, click Review, confirm the campaign details then click Publish Campaign Now.

Publishing an Existing Ad

Editing and publishing an existing ad is useful when an ad already exists in Adaptive AI Ad Manager but still needs to be reviewed or published. This workflow allows you to return to the existing campaign configuration rather than creating a new campaign from the beginning.

1. 1Navigate to.
2. 2Locate the applicable ad or campaign.
3. 3Click the.
4. 4Click.
5. 5Review the available campaign, ad set, and ad settings.
6. 6Continue to the final review and publishing stage.
7. 7Click the applicable action and confirm the publication.

Frequently Asked Questions

Q: Do I need a Meta ads account to use Adaptive AI Ad Manager for Facebook and Instagram ads? Yes. A Meta ads account must be selected during Ad Manager setup before the onboarding flow can be completed.

Q: Why is the Get started button disabled? The button remains unavailable until the required Ad Manager connection steps are complete. Confirm a Meta ads account has been selected and a Facebook Page shows as connected.

Q: Why is field mapping important? Field mapping connects Facebook form responses with the corresponding Adaptive AI CRM fields. Proper mapping helps ensure details such as name, email, phone number, and custom responses are stored in the correct contact fields.

Q: Can I use an Instagram account with the campaign? Yes, an Instagram account can be selected at the ad set level when available. If an Instagram account is not connected, campaign behavior can depend on the available Meta configuration and selected placements.

Q: Can Facebook Lead Ad submissions trigger Adaptive AI workflows? Yes. When the Facebook integration and lead syncing are configured, Facebook Lead Ad submissions can be used with Adaptive AI automation, including the Facebook Lead Form Submitted workflow trigger.