# 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…

- Source: https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/how-to-create-a-conversation-form-in-ad-manager
- Section: Marketing / Ad Campaign Creation and Management
- Reading time: 1 min
- Images: 3, each explained below

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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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## **TABLE OF CONTENTS**

-   [How to create and use a Conversation Form](#how-to-create-and-use-a-conversation-form)
    -   [Steps to create a new conversation form](#steps-to-create-a-new-conversation-form)
    -   [Setting Up the Conversation Form](#setting-up-the-conversation-form)

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## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042577236/original/F71wZfhdwSPdsyDCIGLHhkMwDcNRJdkaww.png)

**How to create and use a Conversation Form (image 1 of 3)**

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.
- What to choose: 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.
- Controls: Engagement, Conversation Form
- Next: 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.

### **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'](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042577287/original/x0I2arpJjSnNOnBQjQZHzJxmkBgBTWWUMQ.png)

**Step 2 of 3: Click on 'Create Conversation Form'**

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.
- What to click: Click on 'Create Conversation Form'
- Next: A dialog opens up to key in the form definitions.

Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042577422/original/Wh2Gy2w34civEYBlYZQrvJr33mEIwBYcsg.png)

**Step 3 of 3: A dialog opens up to key in the form definitions**

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.
- What this covers: A dialog opens up to key in the form definitions.

Full 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

    

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### **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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