Support Center

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• For the Actionera Marketing Portal
• Not for the Creator Portal
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In this article we will discuss in detail about the steps to be taken to create a new conversation form, used for the Engagement objective of Meta ads.

TABLE OF CONTENTS

• How to create and use a Conversation Form
• Steps to create a new conversation form
• Setting Up the Conversation Form

How to create and use a Conversation Form

In Ad Manager, while creating a Meta Ad Campaign and selecting objective as Engagement allows you to create a new or select a pre-created Conversation Form. To enhance engagement and improve lead collection, you can set up a Conversation Form that appears when users click on your ad.

Steps to create a new conversation form

1. Click on the dropdown of create new or select a Conversation form
2. Click on 'Create Conversation Form'
3. A dialog opens up to key in the form definitions.

Setting Up the Conversation Form

1. Add the Name of the Conversation form.
2. Welcome Message/Greeting:
   • Write a friendly greeting message that appears when users click on the CTA button, say "Send Message."
   • Example: "Hi! Thanks for reaching out. How can we assist you today?"
3. Add FAQs or Quick Replies:
   • Set up 3-5 common questions or options users can tap on.
   • Example:
   • "Tell me about your services"
   • "Do you offer discounts?"
   • "How can I contact support?"
4. Set Up Automated Responses:
   • Provide answers to FAQs automatically.
   • Example: If a user clicks "Tell me about your services", an automated response can say: "We offer a range of services, including XYZ. Would you like to speak with a representative?"
5. Save and Apply the Form:
   • Click Create to save the newly created conversation form.
   • Ensure it is linked to the ad.