Managing on-platform leads from your Facebook and Instagram campaigns has always been challenging. The data is stored separately from where you handle registrations and fundraisers, making it time-consuming to track the supporter journey—and with Meta's 90-day data retention limit, valuable information is often lost.
We’re changing that with our new Meta Leads integration. It’s designed to make capturing, tracking, and nurturing on-platform leads from your social ads easier, helping you save time, reduce costs, and kick off your campaigns with everything in one place.
Here’s what our Meta Leads integration has in store for you.
What is Meta Leads?
Before our Meta Leads integration, managing leads involved several complicated and costly steps. Organizations typically were delayed in communicating with new leads, missing opportunities to engage with them earlier in the process. Many relied on email platforms like Mailchimp or integrated tools like Zapier—approaches that were often complicated, expensive, and prone to duplication issues. This led to more manual work and less efficient communication.
GivePanel's Meta Leads integration changes that. This GivePanel tool connects directly to Meta’s Instant Forms (sometimes called lead forms) through a simple webhook setup. With just a few steps, you can capture and manage leads from your Facebook and Instagram ads, all within GivePanel. You’ll be able to see your lead data, monitor progress from lead to active fundraiser, and set up automated email journeys to engage them right from the start.
By integrating Meta Leads into GivePanel, you simplify your lead management process and ensure no potential supporter slips through the cracks. And it all starts with Meta’s Instant Forms.
Why we love Meta's Instant Forms
Imagine this: You come across an ad on Facebook for a charity campaign that piques your interest. You click the sign-up button, but instead of a quick process, you're directed to a website with a long, multi-step form asking for everything from your address to your favorite food. Frustrated, you decide it’s not worth the effort and return to scrolling through your newsfeed.
Meeting your supporters where they are and offering them a smooth, hassle-free way to engage with your campaign is crucial to avoiding this kind of drop-off and ensuring your campaign’s success.
That’s where Meta’s Instant Forms shine. These forms allow you to connect with potential fundraisers right where they are—on Facebook and Instagram. Since the forms are pre-populated with their information, signing up is quick and easy, significantly increasing the likelihood of capturing valuable leads.
With our Meta Leads integration, you can import this data directly into GivePanel, giving you a full view of your leads, registrations, and active fundraisers—all in one place.
Key features of the Meta Leads integration
Getting our Meta Leads integration up and running in your account takes just a few minutes. Once you're set, you'll be able to see the full picture of your fundraisers, connect with them right from the start, and say goodbye to losing valuable data. Here’s what makes that possible:
1. Easy integration
Setting up the Meta Leads integration is a breeze. With a simple Webhook setup, you can start pulling in lead data from your social campaigns within minutes. No IT departments, complex processes or additional tools are needed.
Not heard of webhooks? They’re a lot more straightforward than they sound. A webhook is a way for one app to automatically send information to another app in real time. It's like setting up a direct line between two systems so that when something happens in one app, it instantly notifies the other. For example, when someone fills out a form on Facebook, a webhook can send that data straight to GivePanel without you having to do anything manually.
2. Comprehensive lead tracking
With our Meta Leads integration, you can follow your supporters' journey in GivePanel from the moment they fill out a form to when they become active fundraisers. Track their progress, identify which ads and forms are driving the best results, and gather valuable insights into your campaign’s success.
Just head to Audiences > Leads to view details like supporter names, email addresses, the lead ad they came from, the form they used, and their current lead status.
Coming soon! We’re launching a new tool to help you track ad performance, including key fundraising metrics like cost per active fundraiser and average raised.
3. Automated email journeys
Once you have your leads in GivePanel, it’s important to keep them engaged. Our Meta Leads integration allows you to set up automated email journeys to nurture your leads without the hassle of switching between multiple platforms. And as leads move through the funnel, you can stop other communications to keep your messaging clear and focused.
This means that as soon as supporter fills out an Instant Meta form, you can automatically add them to an email journey to encourage them to take the next steps in your campaign.
4. Centralized data management
Having data on different platforms can lead to confusion, duplication, and missed opportunities to fully engage with your supporters.
With our Meta Leads integration, all your lead, registration, and fundraiser data is stored and managed in one place—GivePanel. This means you won’t lose valuable information when Meta deletes lead data after 90 days, and you can easily merge lead data with other interactions for a complete view of your supporters. You’ll be able to track which leads become active fundraisers and identify which ads are driving the best results, making it easier to refine your campaigns for even better outcomes.
What's next for Meta Leads on GivePanel?
This new integration is just the start. Soon, we’ll be rolling out even more lead tools in GivePanel to give you deeper insights into your fundraising and boost your campaign success.
We’ll be adding Meta Leads data to your GivePanel dashboards, allowing you to see your leads right alongside your other activities. This will help you understand how different elements of your campaign influence each other and give you a complete picture of your fundraising efforts.
Plus, we’re launching a lead ad performance tool that will highlight which Meta ads are delivering the best fundraising results. You’ll be able to track key metrics like cost per active fundraiser and average raised, enabling you to fine-tune your campaigns for maximum impact.
One important note: to take full advantage of these upcoming features, make sure to integrate Meta Leads into your GivePanel account now. This way, you’ll have the historical data you need when these new tools go live.
How can nonprofit's benefit from the Meta Leads integration?
Before Meta Leads, managing leads was often a complicated and costly process. Many organizations only reached out to leads after they registered for an event or Challenge, missing crucial engagement opportunities earlier in the funnel. Others relied on external tools like Mailchimp or Zapier to connect and manage leads, which was time-consuming and expensive.
With Meta Leads, all of this changes. Nonprofits can now capture leads right from the start, track their journey in real time, and engage them through automated emails—all within GivePanel. This not only saves time but also ensures that your communications are timely and relevant, leading to better fundraising outcomes.
Stay ahead of the curve and engage your supporters when they’re most interested and ready to take action.
Get started with the Meta Leads integration today
Meta Leads is now live and ready to help you take your lead management to the next level. If you’re a GivePanel customer and on either our Grow, Scale, or Custom packages, start using Meta Leads by simply heading to Audiences > Leads in your GivePanel dashboard where you’ll be directed to set up your Leads webhook. Whether you’re looking to improve your campaign tracking, enhance your email communications, or ensure you’re not losing valuable lead data, Meta Leads has you covered.
Not a GivePanel customer but think our Meta Leads tool could make a real difference to your fundraising? Have a chat with one of our fundraising specialists to find out more.
Related resources
- New Feature: Campaign Dashboards for an easier way to manage your fundraising campaigns
- Social-first fundraising for Irish nonprofits with GivePanel's iDonate integration
- Unlock more social fundraising with GivePanel's expanded feature set for JustGiving
- Understanding Activation Rates for Social-first Fundraising
- How to grow your Facebook Challenges with the Digital Fundraising Academy
