Study first
Review the ideas behind the questions
These notes help you check a Meta lead form before launch. Focus on what the form collects, what the person sees after submitting, and how the lead reaches the follow-up team.
Start with the form object
A lead form is the asset that holds the fields and form experience used by a lead ad.
- A lead form can include questions that collect information from the person submitting it.
- The form setup can include a privacy policy URL and a follow-up action URL.
- The form should match the offer promised in the ad.
Plan the handoff
Lead data is only useful when the follow-up process can read the answers and contact the person quickly.
- A submitted lead contains field data from the form.
- The team should know whether leads will be downloaded, synced, or retrieved through an integration.
- A CRM mapping check should happen before the campaign starts collecting real leads.
Keep data collection narrow
Beginner lead form checks should catch privacy and policy risk before the form reaches prospects.
- Do not ask for sensitive information that is not needed for the offer.
- Make the privacy link easy to review before launch.
- Remove unclear form questions before sending traffic to the lead ad.