Optimizing Funnel Configuration for Conversion Leads

To integrate Conversion Leads CRM with Meta, follow these steps:

1. Navigate to the Settings tab within the Events Manager.
2. Click on the link for 'Request support for conversion leads integration'.
3. Work with the internal contact provided by Meta who can assist with the process and potentially manually push it forward.

After sending CRM events successfully for more than seven days, you can configure your sales funnel by doing the following:

• Select the same events that you're passing for the integration.
• List these events in order of importance.
• Choose which stages you want to optimize for within your sales funnel.

It's important to note that it's unclear if these settings can be updated later, so consider waiting before completing this step if you're unsure.

The Performance Goal within an ad set determines the optimization and delivery of your ads. The way you optimize affects who sees your ad, as Meta will show your ad to people who are most likely to perform your desired action, such as moving further down the sales funnel towards becoming a Conversion Lead.

To optimize ads for Conversion Leads using instant forms, ensure that you have completed the CRM integration and configuration of your sales funnel. Once everything is set up, you can run ads that focus on optimizing for Conversion Leads rather than just the lead itself. This approach helps to target users further down the funnel, potentially improving lead quality.

Optimizing for Conversion Leads is beneficial for advertisers because it allows them to focus on a point further down the sales funnel, which can improve the quality of the leads they receive. This is particularly advantageous as lead quality is often a major concern among advertisers.