Grow

Create a lead form ad

5 min readUpdated October 2026Pro · Custom

A lead form ad shows a short form inside Facebook or Instagram. People fill it in without leaving the app, and every answer comes into Tanvik as a lead. You can build the ad, and the form, in Tanvik: Grow → Ads → Create ad → Fill a quick form.

Before you begin

Your Meta ad account and Facebook Page must be connected on the Ads page. If not, the page asks you to connect first.
The same Facebook Page must also be connected in Settings → Channels & WhatsApp (Facebook Messenger card). The ad works either way, but form leads only reach Tanvik when the Page is connected. The form page warns you if it is not.
Lead form ads are part of the Pro plan.

Create the ad

Pick the goal

On the Ads page, click Create ad and choose Fill a quick form. The Lead form ad page opens with a preview of the ad and the form on the right.

Write the ad

Under Your ad, fill in the Ad name (only you see it), the Text (people see the first 125 characters before "See more"), a Headline (up to 40 characters) and the Button: Sign up, Get quote, Apply now, Book now, Learn more, Contact us, Subscribe or Download. Choose a Picture: JPG or PNG, under 8 MB, square (1080 × 1080) works best.

Choose or build the form

Under The form, pick Use a form you have to reuse a form already on your Page, or New form to make one here (next section).

Set budget and audience

Under Budget and audience, set the Daily budget (₹) (minimum ₹100, or tap ₹200, ₹500, ₹1,000 or ₹2,000), the Start date, Country and Age (18 to 65). Under Who sees it you can pick one of your own audiences and leave out people who already bought. See Ad audiences.

Click Create ad

Tanvik makes the form (if new), uploads the picture and creates the ad. If anything fails, you see why and can click Create ad again. A form that was already made is reused, not made twice.

The ad is created paused. Start it from Your ads on the Ads page when you are ready. It starts spending then.

Build a new form

With New form selected:

Form name: required.
Ask for: tick any of Full name, Email, City, Company and Job title. Phone number is always asked. Meta fills these in from the person's profile, so the form takes seconds.
Your own questions: up to 3. Click Add a question.
Privacy policy link: required, starting with https://. Meta needs one on every form.
Thank-you message: shown after they send the form.
Button after they send it: Chat on WhatsApp (your connected number) or Visit your website (add the link).

Where the leads go

Every person who fills the form comes into Leads as a new lead, and counts in the Ads page results as a form lead for that ad. A lead without a phone number is still kept, just without a WhatsApp number to message. If you have an approved WhatsApp template with "welcome" in its name, Tanvik sends it to a lead who left a phone number.

To see the forms and their leads in one place, open Lead forms from the Ad tools on the Ads page. It shows Total leads, Today, This week and Active forms, with two tabs: Leads (search by name or form, and Open in Leads →) and Lead Forms. If the Page is not connected, it says Connect Facebook to manage Lead Ads and links to Channels.

Test it before you spend

Before you start the ad, check that leads arrive. Meta has a Lead Ads Testing Tool that sends a test lead to a form on your Page. A test lead appears in Leads with the name Meta test lead and no phone number, because Meta fills tests with dummy values. If it does not appear, check that your Page is connected in Channels.

Common problems

"Connect your Meta ad account first"

Click Connect and follow Connect your Meta ad account. Lead form ads need both an ad account and a Page.

"Connect your Page in Channels to receive the leads"

Connect that Facebook Page under Settings → Channels & WhatsApp. Without it, people can fill the form but the leads do not reach Tanvik.

"Add a link to your privacy policy" or "Add your website link"

The link must start with https://.

I can't pick an existing form

The Use a form you have option is greyed out when Tanvik finds no forms on your Page. Build a new form instead.

The daily budget error

The daily budget needs to be at least ₹100. Meta may turn down a budget that is still too low, and says why.

Was this article helpful?