Facebook Lead Ad forms - Use Cases – Meritto

Overview

Facebook Lead Ad Forms are a type of ad format on Facebook and Instagram designed to collect user information (like name, email, phone number, etc.) directly within the platform—without sending users to an external landing page. These forms are highly effective for lead generation because they are mobile-optimized, pre-filled with users' profile data, and reduce friction in the signup process.

You can refer more Information regarding Facebook Lead ad form from below articles:

Feature Utilization for Problem Solving

Now that you are familiar with Facebook Lead Ad Forms and understand how to connect them with Meritto, let’s explore some common use cases and troubleshooting scenarios related to Facebook Lead Ads integration.

User Does Not Have Permission to Perform Facebook Integration
Issue: Under the "Ads Integration" tab, the Institute Admin receives a "No permission to access this page/integration" error when attempting to configure Facebook Lead Ads.
Solution:
1. Navigate to: User Access Control > Manage User > Select Admin Username > Client Specific Information
2. Enable the FB Lead Integration toggle.
Meritto CRM Does Not Have Lead Access
Issue: During Facebook Lead Testing, the error "Don't have lead access permission" is displayed.
Solution:
1. Log in to the main Facebook Business account.
2. Go to Business Settings > Integrations > Lead Access.
3. Assign CRM: Select NoPaperForms (Meritto) and grant access.
Lead Testing is Successful, but New Leads Are Not Visible
Issue: Test lead does not appear in the CRM despite successful testing.
Possible Cause: Incorrect email mapping or duplicate entries due to the same email from other sources.
Solution:
1. Verify the email field mapping.
2. Submit the form using a unique email ID.
Course Field Captured in Form But Not Visible in CRM
Issue: The “Course” value is captured in the lead form but does not appear in Meritto.
Cause: Mismatch in field configuration or taxonomy levels.
Solution: Ensure:
1. Taxonomy level and master data match Meritto's configuration.
2. If the course field is a text field in the lead form, create a corresponding text field in Meritto and map it accordingly.
Form Captures Fields Not Available in CRM
Issue: Custom fields captured in the lead form are not reflected in the CRM.
Cause: These fields are not created or mapped in Meritto.
Solution: Coordinate with the backend team to:
1. Create the missing fields.
2. Map them to the appropriate fields in the CRM.
‘Applicant’ Appears Instead of Actual Name
Issue: Lead Manager shows “Applicant” instead of the user's real name.
Cause: Incorrect field mapping or validation rules on the name field.
Solution:
1. Review and correct field mapping for the name.
2. Check for validation rules affecting display.
Mobile Number Displayed as NA
Issue: Mobile number shows as “NA” in Lead Manager.
Cause: The mobile number field is either missing or improperly mapped.
Solution:
1. Ensure the mobile number field is present in the lead form.
2. Map it correctly in the CRM.
Error: “Error Validating Access Token”
Cause: Meta access token expired, was revoked, or Facebook password changed.
Solution:
1. Remove the existing Facebook account connection from Meritto.
2. Reconnect with valid credentials and grant all necessary permissions.
Leads Are Generated on Facebook But Not Reaching CRM
Solution:

Use Facebook's official Lead Ads Testing Tool:
1. Visit: https://developers.facebook.com/tools/lead-ads-testing
2. Select Your Page and Form
3. Click "Create Lead"
4. Click "Track Status"

Track Status shows : Lead Access is revoked
Solution:
1. Go to: https://business.facebook.com/settings
2. Navigate to Integrations > Lead Access
3. Click Assign CRM
4. Select NoPaperForms (Meritto) and confirm

Follow the steps of above pointer again
Forms Not Visible Despite Successful Integration
Cause: Not all Forms/Pages were selected during the integration process.
Solution 1:
1. Log into Facebook.com
2. Go to Settings & Privacy > Settings
3. Under Business Integrations, locate NoPaperForms
4. Click “View & Edit”
5. Ensure all relevant Pages and Forms are selected and save changes
6. Refresh Meritto CRM

Solution 2:
1. Remove the Facebook account from Meritto CRM
2. Reconnect by clicking Add > Edit Previous Settings
3. Review and allow access to all required Pages and Forms
4. Refresh Meritto

Note: You will need to re-integrate the pre-mapped forms. Existing leads will not be affected.