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How to create a conversation form in Ad Manager

In this article we will discuss in detail about the steps to be taken to create a new conversation form, used for the Engagement objective of Meta ads…

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  1. TABLE OF CONTENTS
  2. How to create and use a Conversation Form
  3. Steps to create a new conversation form
  4. Setting Up the Conversation Form

In this article we will discuss in detail about the steps to be taken to create a new conversation form, used for the Engagement objective of Meta ads.

TABLE OF CONTENTS

How to create and use a Conversation Form

In Ad Manager, while creating a Meta Ad Campaign and selecting objective as Engagement allows you to create a new or select a pre-created Conversation Form. To enhance engagement and improve lead collection, you can set up a Conversation Form that appears when users click on your ad.

How to create and use a Conversation Form (image 1 of 3) What this shows In Ad Manager, while creating a Meta Ad Campaign and selecting objective as Engagement allows you to create a new or select a pre-created… What this shows Illustrates the "How to create and use a Conversation Form" section of "How to create a conversation form in Ad Manager". This screenshot appears in the "How to create and use a Conversation Form" section of "How to create a conversation form in Ad Manager". The text alongside this image reads: In Ad Manager, while creating a Meta Ad Campaign and selecting objective as Engagement allows you to create a new or select a pre-created Conversation Form. To enhance engagement and improve lead collection, you can set up a Conversation Form that appears when users click on your ad. Immediately after, the guide continues: Click on the dropdown of create new or select a Conversation form Click on 'Create Conversation Form' A dialog opens up to key in the form definitions. Image 1 of 3 What to chooseIn Ad Manager, while creating a Meta Ad Campaign and selecting objective as Engagement allows you to create a new or select a pre-created Conversation Form. To enhance engagement and improve lead collection, you can set up a Conversation Form that appears when users click on your ad.
Buttons and menus referenced EngagementConversation Form
Next stepClick on the dropdown of create new or select a Conversation form Click on 'Create Conversation Form' A dialog opens up to key in the form definitions.

Steps to create a new conversation form

  1. Click on the dropdown of create new or select a Conversation form
  2. Click on 'Create Conversation Form'
    Step 2 of 3: Click on 'Create Conversation Form' What this shows Step 2 of 3: Click on 'Create Conversation Form' What this shows Shows what to click for step 2 of 3 in the "Steps to create a new conversation form" section of "How to create a conversation form in Ad Manager". This screenshot accompanies step 2 of 3 in the "Steps to create a new conversation form" section of "How to create a conversation form in Ad Manager". At this point in the walkthrough you click on 'Create Conversation Form'. For context, this section explains: Click on the dropdown of create new or select a Conversation form Click on 'Create Conversation Form' A dialog opens up to key in the form definitions. The next step is to a dialog opens up to key in the form definitions. Step 2 of 3Image 2 of 3 What to clickClick on 'Create Conversation Form' Next stepA dialog opens up to key in the form definitions.
    All 3 steps in this procedure
    1. Click on the dropdown of create new or select a Conversation form
    2. Click on 'Create Conversation Form' this image
    3. A dialog opens up to key in the form definitions.
  3. A dialog opens up to key in the form definitions.
    Step 3 of 3: A dialog opens up to key in the form definitions What this shows Step 3 of 3: A dialog opens up to key in the form definitions. What this shows Shows what this covers for step 3 of 3 in the "Steps to create a new conversation form" section of "How to create a conversation form in Ad Manager". This screenshot accompanies step 3 of 3 in the "Steps to create a new conversation form" section of "How to create a conversation form in Ad Manager". At this point in the walkthrough you a dialog opens up to key in the form definitions. Step 3 of 3Image 3 of 3 What this coversA dialog opens up to key in the form definitions.
    All 3 steps in this procedure
    1. Click on the dropdown of create new or select a Conversation form
    2. Click on 'Create Conversation Form'
    3. A dialog opens up to key in the form definitions. this image

Setting Up the Conversation Form

  1. Add the Name of the Conversation form.
  2. Welcome Message/Greeting:
    • Write a friendly greeting message that appears when users click on the CTA button, say "Send Message."
    • Example: "Hi! Thanks for reaching out. How can we assist you today?"
  3. Add FAQs or Quick Replies:
    • Set up 3-5 common questions or options users can tap on.
    • Example:
      • "Tell me about your services"
      • "Do you offer discounts?"
      • "How can I contact support?"
  4. Set Up Automated Responses:
    • Provide answers to FAQs automatically.
    • Example: If a user clicks "Tell me about your services", an automated response can say:
      "We offer a range of services, including XYZ. Would you like to speak with a representative?"
  5. Save and Apply the Form:
    • Click Create to save the newly created conversation form.
    • Ensure it is linked to the ad.
Notes: 
1. Specific preview of how your conversation form will look like can be seen on the form preview screen for each messaging app.
2 The Preview section is dynamic and will show the preview of only those messaging apps that are selected for the engagement ad campaign.

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