Study first
Review the ideas behind the questions
These notes help you check a Lead Gen Form handoff before leads start flowing. Focus on access, test submissions, CRM field names, hidden metadata, and the timing limits around downloaded lead data.
Access controls affect lead handoff
A lead handoff can fail even when the form works if the people responsible for downloads, tests, edits, or integrations lack the right permissions.
- Downloading leads requires Viewer access or higher on the ad account and Lead Gen Forms manager or higher on the Company Page.
- Integrating leads with a marketing automation or CRM system requires ad account access and a qualifying Page admin role.
- Editing a Lead Gen Form requires campaign manager or account manager role; viewer and creative manager roles can view but cannot edit forms.
In Practice
Check both ad account and Page access
A teammate may see campaign performance but still be blocked from downloading leads or connecting a CRM if the Page-side permission is missing.
Assign edit access before checks changes
If the form needs a field or confirmation-page correction, make sure the person making the change has campaign manager or account manager access first.
Common mistakes
Assuming ad account viewer access alone is enough for every Lead Gen Form handoff task.
Check the exact action. Downloads, integrations, and edits can require Page roles or higher ad account roles.
Q&A
Why can a teammate view form metrics but fail to download leads?
Viewing performance and downloading lead data have different permission checks, and the download path needs both ad account and Company Page access.
Who should make a form edit during launch checks?
Someone with campaign manager or account manager access should make the edit, because viewer and creative manager roles can view forms but cannot edit them.
Test the data path, not just the form
Lead Gen Form Checks should prove that data is captured, exported, and mapped in the way the CRM or sales process expects.
- Test leads can verify that data is captured and available in the Download Lead report, especially when checking a CRM integration.
- A test lead sent from the Ads tab includes extra metadata such as ad ID and ad set ID in the lead download.
- Custom field names should match the CRM or marketing automation system, and saved field names are used by connected tools or integrations going forward.
In Practice
Use test leads for routing proof
A test submission should prove the fields, hidden context, and CRM sync path that sales will actually use.
Match field names before sync
If the CRM expects specific field names, fix the Lead Gen Form field mapping before launch instead of cleaning every file later.
Common mistakes
Only previewing the member-facing form and skipping a test lead.
Send a test lead and verify that the downloaded or synced record contains the expected fields and metadata.
Q&A
When is an Ads tab test lead useful?
Use it when the handoff needs ad and ad set context, because that test path can include additional ad ID and ad set ID metadata in the downloaded lead data.
Handoff context has limits
Hidden fields, downloads, and CRM integrations can carry useful context, but they also have limits that affect follow-up and reporting.
- Hidden fields add reporting and routing metadata, but members do not see them and they do not capture or convey member data.
- Each Lead Gen Form can have up to 20 hidden fields, and dynamic tracking parameters can capture account, campaign, ad set, and ad identifiers or names.
- Collected member profile data from Lead Gen Forms can only be stored for one year, while analytics and performance metrics remain beyond that period.
In Practice
Use hidden fields for context, not hidden consent
Hidden fields can pass campaign or routing metadata, but they are not visible to members and should not be treated as member-provided answers.
Plan lead data export timing
If the team needs person-level lead details for later CRM work, build a compliant export or sync process before the one-year storage limit becomes a problem.
Common mistakes
Assuming aggregate form metrics and person-level lead data have the same retention boundary.
Treat collected member profile data as limited to one year, while analytics and performance metrics can remain available beyond that period.
Q&A
What can hidden fields add to a lead handoff?
They can add campaign, ad set, ad, or routing metadata for reports and integrations, but they do not collect extra member-visible answers.