Hi @ellen,

Thanks for sharing this with our community.

First, I would consider looking into our integration with Facebook (Meta). Using this integration, you can add subscribers who sign up via Facebook Lead Ad Forms to a list in Klaviyo. In addition to being added to a list, anyone who subscribes via the lead ad form will log a “Filled out Lead Ad” metric. You can send emails to those users using a metric-triggered flow or segment based on the “Filled out Lead Ad” metric. In your segment definition you can do something like the following: What somebody has done > Filled out lead ad AND placed order at least once over all time to capture lead ad users who have also purchased, for example. The data passed from Facebook also includes an “Ad Id” so you can identify which ad they filled. Check out the documentation hyperlinked above for more information on the integration and a flow example.

Another method is to simply add in the information you’d like to track in the .csv file to be posted to the user profile as a custom property. For example, adding “Facebook lead” as a column header in the .csv along with a value like “true”. And then a separate column header for the “lead generation campaign” and the identifiers for the campaigns in the spreadsheet values below.

I hope that’s helpful. 

@ellen using the FB/Meta integration is definenly the way to go and the way to automate the work instead of manually having to do this everytime.

I do suggest setting up a separate list for the lead ads leads since they might be at a different stage in the customer journey and not be as good as the normal email signups.

And dont forget to put the list to single opt-in!

Hope this helps
 

Omar Lovert // Polaris Growth // Klaviyo Master Platinum Partner

Klaviyo - CRO - Customer Value Optimization Specialist