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After a lead is registered, an efficient approach is crucial to enhance the conversion rate, isn't it? Many people might want to approach leads while their interest is still high. This article explains how to automate the process of sharing lead information obtained from Meta Ads (Facebook) with your team on Discord quickly. This automation allows you to promptly inform the entire team about lead registrations, enabling swift responses. It's a must-read for those who want to make their ad operations and sales activities more effective by integrating Meta Ads (Facebook) with Discord. Learn about the automation method and apply it to your work.
This integration is highly recommended for the following individuals!
・Those who are utilizing both Meta Ads (Facebook) and Discord
・Those who are acquiring leads through Meta Ads (Facebook) but want to streamline post-lead acquisition processes
・Sales representatives at companies who wish to enhance lead information sharing
・Ad operators who want to quickly measure and optimize ad performance
・Company personnel who want to reduce human errors in lead management and follow-up tasks
By automating notifications to Discord when lead information is acquired through Meta Ads (Facebook), ad operators and sales representatives receiving the notifications can quickly grasp the leads.
For example, when an ad is clicked and a form is submitted, a notification is received, allowing for a swift follow-up based on that information. Additionally, smoothly receiving lead information through notifications may help distinguish important lead information from others and prioritize responses. This is a significant advantage as it allows for a quick approach before leads are taken by other companies. Moreover, eliminating the time lag in lead information and reacting swiftly enables efficient lead acquisition.
Automating lead information registration notifications reduces human errors, improves work accuracy, and simplifies the measurement of ad campaign effectiveness. When manually checking lead information and notifying the team, there is a risk of oversight or input errors, but using an automated notification system can minimize these risks. Furthermore, having lead information included in notifications makes it easier to analyze which ads are performing well, potentially improving work efficiency. This leads to data-driven optimization, reducing unnecessary ad costs, and quickly advancing decision-making to strengthen effective ads.
The notification system for Meta Ads (Facebook) using Discord facilitates smooth collaboration between ad operation teams and sales teams.
For example, when a lead is notified on Discord, not only ad operators but also sales representatives and customer support teams can immediately check the information. This smoothens information sharing among many members and may strengthen team collaboration. Additionally, being able to take swift actions based on lead status may lead to achieving efficient business operations.
Now, let's see how automation can be achieved using Yoom.
[What is Yoom]
The integration flow we will set up together is "When lead information is registered on Meta Ads (Facebook), notify Discord."
When you click, an image like the one below will appear, so press OK.
When the following screen is displayed, let's check the "Title" and "Description".
If changes are necessary, click the relevant part to make changes.
To set up Meta Ads (Facebook) first, click "When lead information is created".
After clicking, proceed with the following settings.
"Title" → Can be changed if necessary
"Account information linked with Meta Ads (Facebook)" → Check if the account is correct
"Trigger action" → When lead information is created
Once the settings are complete, click "Next".
Let's set up the API connection.
"Trigger interval" → Please set
* The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. The shortest trigger interval varies depending on the plan, so please be careful.
"Form ID" → Please set
* The form ID for the instant form can be checked here.
Once the settings are complete, execute "Test", and if successful, click "Save" to finish.
[Supplement]
When you execute the test, you can obtain the output.
* For more details about the output, please see here.
The output obtained here reflects the responses obtained from the instant form. (If the test is successful, the test value will be displayed after "value" and a number.)
The obtained values will be packed forward if there is no response, so please be careful.
By setting the output with JSON PATH, you can obtain responses linked to the form question names.
* For more details about JSON PATH, please see here.
Example) How to set up to get a response for your favorite movie as shown in the image below
$.field_data[?(@.name == ‘Favorite Movie’)].values[*]
Next, let's set up Discord.
When you click "Notify on Discord", the following screen will be displayed, so proceed with the following settings.
"Title" → Can be changed if necessary
"Account information linked with Discord" → Check if the account is correct
"Action" → Send a message
Once the settings are complete, click "Next".
Let's proceed with the detailed settings.
First, please check the precautions.
Proceed with the screen and set the channel ID and message content.
"Channel ID" → Specify the channel to send the message
"Message content" → Set as desired
By using the output obtained from the trigger in the message content, you can share details.
Directly input fixed parts and use the output for variable parts.
Once the settings are complete, execute "Test", and if successful, click "Save" to finish.
Finally, click "Turn on Trigger" to complete the automation settings.
Let's check if the flow bot is starting correctly.
Thank you for setting up!
There are many other examples of automation using Meta Ads (Facebook) in Yoom, so here are a few to introduce.
1.Add leads to Pipedrive when lead information is registered in Facebook Ads
The first example is a flow bot that synchronizes lead information registered in Meta Ads (Facebook) with Pipedrive. This can save the effort of manually entering the same information, allowing you to focus more on follow-up tasks after lead registration.
2.Register a customer on the board when lead information is registered in Facebook Ads
Next, we introduce the flow for registering a customer on the board using the registered lead information. By utilizing the customer management function of the board, you can approach leads more efficiently.
3.When a lead is registered through Facebook ads, create a meeting on Zoom and send the meeting information to the other party via email
The last flowbot we introduce is a flow that automatically creates a meeting on Zoom after a lead is registered and sends the information. By setting up the meeting quickly, you can approach the lead while their interest is high, which might lead to an increase in conversion rates.
By integrating Meta Ads (Facebook) with Discord, lead information management will be streamlined, allowing for quicker responses. Automation can reduce human errors and improve the accuracy of operations, enhancing the effectiveness of advertising management and sales activities. Smoother information sharing among many team members can lead to more efficient follow-up tasks after lead registration, potentially resulting in an increased conversion rate.
Please use this article as a reference to incorporate automation using Yoom into your company's operations and experience firsthand how much you can improve operational efficiency!
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