Configuration Guide

Learn how to configure the FB Lead Addon to capture leads from Facebook and automatically send them to WhatsApp.

Overview

Configuration involves three main steps:

1. Select Facebook Lead Forms
2. Create WhatsApp message templates
3. Map form fields to message variables

Step 1: Select Lead Forms

Connect Your Lead Forms

1. Navigate to Addons > FB Lead Addon > Lead Forms
2. Click Add New Form
3. Select the Facebook Page containing your lead ad
4. Choose the Lead Form you want to integrate
5. Click Connect Form

Review Form Fields

After connecting a form:

1. The addon automatically detects all form fields
2. Review the field list to understand available data
3. Common fields include: name, email, phone, company, message

Step 2: Create WhatsApp Templates

Message Template Structure

WhatsApp Business requires pre-approved message templates for initial contact. Create templates that will be sent to new leads.

1. Go to WhatsApp Templates in the addon settings
2. Click Create New Template
3. Design your template with these components:

Template Example:

Hello {{name}}!

Thank you for your interest in {{product_name}}. We received your inquiry and a team member will contact you shortly.

Your Details:
- Email: {{email}}
- Phone: {{phone}}

We typically respond within 24 hours. For urgent inquiries, call us at +1-555-0123.

Best regards,
Team WhatsMark

Submit Template for Approval

1. Click Submit for WhatsApp Review
2. Wait for approval (typically 24-48 hours)
3. Check approval status in the Templates section

Step 3: Map Form Fields to Template Variables

Create Field Mappings

Field mapping connects Facebook form data to WhatsApp template variables.

1. Navigate to Field Mappings tab
2. Click Create Mapping
3. Select the Lead Form and WhatsApp Template
4. Map each variable:

Template Variable	Facebook Field
	Full Name
	Email Address
	Phone Number
	Static Text or Form Field

Static Values

You can also use static values for variables that don't come from the form:

• Product Name: Enter fixed text
• Company Name: Your business name
• Support Contact: Your support phone/email

Default Values

Set default values for optional fields:

{{company_name|Default: Not Provided}}

If the lead doesn't provide a company name, "Not Provided" will be used.

Step 4: Configure Automation Rules

Set Delivery Preferences

1. Go to Automation Settings
2. Configure these options:

Send Timing:

• Immediate (recommended)
• Delayed by X minutes
• Business hours only

Retry Logic:

• Retry failed messages: Yes/No
• Max retry attempts: 1-5
• Retry interval: 5-60 minutes

Lead Filtering

Filter which leads receive automated messages:

1. Enable Lead Filters
2. Add conditions:
   • Phone number contains country code
   • Email is not empty
   • Custom field equals specific value

Example Filter:

• Only send if phone number starts with "+1"
• And email contains "@"

Step 5: Test the Configuration

Send Test Lead

1. Click Test Configuration
2. Enter sample lead data
3. Click Send Test Message
4. Verify message delivery in WhatsApp

Review Test Results

Check the test results panel:

• Message sent successfully
• Template variables populated correctly
• Message received on WhatsApp
• No errors in delivery log

Step 6: Activate Automation

Once testing is complete:

1. Toggle Automation Status to Active
2. Confirm activation in the popup dialog
3. Monitor the dashboard for incoming leads

Advanced Configuration

Multiple Templates Per Form

You can send different templates based on lead characteristics:

1. Create multiple templates
2. Set up conditional rules:
   • If lead source = "Facebook Ad A" → Send Template 1
   • If lead source = "Facebook Ad B" → Send Template 2

Follow-up Sequences

Configure automated follow-up messages:

1. Enable Follow-up Messages
2. Create sequence:
   • Day 1: Welcome message
   • Day 3: Check-in message
   • Day 7: Offer/promotion message

Webhook Integration

For advanced users, integrate with external systems:

1. Enable Webhooks in settings
2. Enter your webhook URL
3. Select events to trigger webhook:
   • New lead received
   • Message sent
   • Message delivered
   • Lead responded

Configuration Checklist

Before going live, verify:

• [ ] Lead form(s) connected successfully
• [ ] WhatsApp template approved
• [ ] Field mappings configured correctly
• [ ] Test message sent and received
• [ ] Automation rules set appropriately
• [ ] Filters configured (if needed)
• [ ] Automation status set to Active

Next Steps

• Monitor lead capture in the Dashboard
• Review FAQ for common questions
• Set up reporting and analytics
• Configure additional lead forms