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Integrate Facebook Lead Ads with Club OS

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If your club has a Facebook page, you can create targeted ads that allow prospects to submit their information directly to you through Club OS. 

This tool is typically only available to Club Admins. You may need to contact support@club-os.com to enable this option. Depending on your Club OS package, charges may apply.

This is a three-step process:

  1. Create the Facebook Lead Ad Form
  2. Integrate Facebook with Club OS
  3. Select Lead Ad Auto-Response Email (Optional)


You can also remove the integration at any time.

Step 1: Create the Facebook Lead Ad Form

Complete the Lead Ad Form to create the ad and its settings. Your ad can be targeted to a specific audience using demographic, location, and other information. 

To get started, access your club's Facebook account. Find the list of Pages on the left hand side.

1. Select the Business Page for which Club OS Lead Ads are to be created.

Select Business Page

 

2. Click 'Publishing Tools' at the top of the page.

Publishing Tools

 

3. From your club's Business Page, click 'Lead Ads Forms' on the left.

Lead Ads Forms

 

4. In the Forms Library, click '+Create' on the top right. 

+Create button

 

5. The Ads Lead Builder pop-up window will appear. From here, you can create a new form or duplicate an existing one. If this is your first time creating the form, click ‘New Form’, then ‘Next’.

Create a Lead Form

 

6. Create your Lead Form. Facebook will guide you through this process by offering options and prompts.

The ad you create will automatically create new Prospect accounts for relevant users in Club OS. The title of the ad you create will be set as these Prospect's Marketing Source in Club OS, so be sure to give your ad a title that will help you keep track of these users.

Step 2: Integrate Facebook and Club OS

Once you've created the Facebook Lead Ad Form, integrate your Club OS and Facebook accounts to begin syncing Prospects’ submissions. Manage this in Club Setup -> Location Settings -> Facebook Lead Ads.

Location Settings

 

1. From the Facebook Lead Ads tab in Club OS, click the drop-down menu and select the corresponding club location. (If you do not see a drop-down menu, your club setup or permissions are not allowing you to access this section. If you see a message reading 'Facebook Lead Ads is not enabled' you will need to contact support@club-os.com for assistance.)

Choose location

 

2. Click 'Login to Facebook'. 

Log In

 

4. If you are currently logged out of Facebook, a pop-up will appear asking you to log in. If you are logged in, you will be asked to confirm your account.

After logging in or confirming, you will see a pop-up requesting permission for the Club OS app to access the location's Facebook page. Click 'Okay'.

Choose What You Allow

 

5. Your club's Facebook page and Club OS are now integrated. The Facebook Lead Ads Integration page will record the date and time this occurred.

6. Next, return to the Facebook Lead Ads tab in Club OS. (Club Settings -> Location Settings -> Facebook Lead Ads.) You should now see a drop-down menu under 'Facebook Leads Ad Integration' that lists every Facebook page moderated under the account you just linked, if there is more than one.

Select account to link

 

Click the drop-down menu, and select the page you want to link to Club OS. Then click the 'Link Facebook Page' button.

Link FB

 

7. The process is complete! Lead Ad submissions will now sync in real time to Club OS. Each submission will create a Club OS Prospect account. The Prospect's Marketing Source will be the title of the Facebook Lead Ad form.

Troubleshooting:

  • If you are unable to locate these options, you may not have the required permissions, or this tool may not be set up for your club. Contact support@club-os if you would like to enable this option.
  • If you change your Facebook password, this will prevent the accounts from connecting and Facebook leads will no longer sync. Club OS will send a notification email if this occurs. To re-establish the integration, simply repeat the steps above.
  • You can remove the integration at any time.

 

Step 3: Select Lead Ad Auto-Response Email (Optional)

Once a club’s Facebook and Club OS accounts have been integrated, you can select an auto-response email to go out to new Facebook prospects when their account is created in Club OS. (To enable this option, the emails must already be created in the Marketing section of Club OS. Review the Marketing Campaigns section of our help center if you need assistance.)

You have two options: 

  • Web Lead Response System Email: If you have this set up, it is automatically sent to any Prospect that originated as a web lead (including Facebook Lead Ad Prospects). 
  • New Prospect Response Automatic Campaign: You can set this up to automatically go out to any Prospect with a specific Marketing Source. For example, this can be targeted to Prospects who found your club through this specific Facebook Lead Ad.

Select one or both of the response email types under Club Settings -> Location Settings -> Facebook Lead Ads. In most cases, you should select just one of these options, unless you want your Facebook Lead Ad Prospects to get multiple emails. (An example of a time you might do this would be: you want to send a targeted welcome email to Facebook Ad Leads, and you also want to send them a promo code that all your web leads receive.)

Response emails

 

Remove Facebook Lead Ad Integration

You can remove the integration through either Club OS or Facebook. Both methods have the same outcome. Removing the integration will disconnect the two, and will record the date/time of the removal in Facebook.

  • Remove Integration via Club OS: Return to the Facebook Lead Ads Integration tab (Club Settings -> Location Settings -> Facebook Lead Ads) and click ‘Unlink Facebook Page’.
  • Remove Integration via Facebook: Find the Club OS app in the Apps section of either the club location’s Facebook page or the personal Facebook of the Club Admin who set up the integration. Click the 'x' to remove the Club OS app and its access to the Facebook page.

 

Remove in Club OS

Remove from club OS

Remove in Facebook

Remove from FB

 

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