{"slug":"sop-131-set-up-a-linkedin-lead-generation-form","title":"Set up a Linkedin lead generation form","tags":["source:clickminded","type:sop","server:clickminded-sop","linkedin","lead","generation","form"],"agent_summary":"SOP 131: Set up a Linkedin lead generation form Learn the best way to set up LinkedIn lead generation form and start collecting leads. __Last Updated / Reviewed:__ 03/28/2024 __Execution Time:__ 30 mi","trigger_phrases":["set up a linkedin lead generation form","how to set up a linkedin lead generation form"],"runnable":false,"markdown":"\r\nSOP 131: Set up a Linkedin lead generation form\r\n\r\nLearn the best way to set up LinkedIn lead generation form and start collecting leads.\r\n\r\n__Last Updated / Reviewed:__ 03/28/2024\r\n\r\n__Execution Time:__ 30 mins\r\n\r\n__🚀 Goal:__ Successfully create a LinkedIn lead generation form for your ad campaign.\r\n\r\n__🤞 Ideal Outcome:__ You will have set up a new LinkedIn lead generation form ready to be used in your sponsored content or message ads.\r\n\r\n__🤔 Why this is important:__ A lead generation form is necessary if you want to run a LinkedIn ad campaign with an objective to collect leads. With the lead generation form you can collect quality leads from your ads with pre-filled forms.\r\n\r\n__🧐 Where this is done__ LinkedIn campaign manager.\r\n\r\n__🗓️ When this is done:__ Before you run a lead generation campaign.\r\n\r\n__👨 Who does this:__ Person responsible for Media Buying.\r\n\r\n__⚠️Prerequisites or requirements: __\r\n\r\nYou need to have access to a LinkedIn ad account and your ad account needs to be associated with a LinkedIn Page.\r\n\r\nIf you don’t have either of these, refer to:\r\n\r\n• SOP 126 ([web version](https://members.clickminded.com/sop/126/)): Set up a Linkedin Company Page\r\n\r\n• SOP 128 ([web version](https://members.clickminded.com/sop/128/')): Create a Linkedin Ads account\r\n\r\n \r\n\r\n[__Click here to get the most up-to-date version of this SOP__](https://members.clickminded.com/sop/131)\r\n\r\n## Create a LinkedIn Lead Generation Form\r\n\r\n### 01▸ Sign in to [LinkedIn ad campaign manager ](https://www.linkedin.com/campaignmanager/accounts).\r\n\r\n### 02▸ Select your ad account.\r\n\r\n\r\n### 03▸ Click the Account Assets dropdown and select “Lead Gen Forms”.\r\n\r\n\r\n### 04▸ Click “Create form” in the Lead Gen Forms dashboard.\r\n\r\n\r\nYou will be redirected to the form details page.\r\n\r\n## Complete Form Details\r\n\r\nIn the first section, add the Form name, Language, Offer Headline, Offer details, Privacy policy URL, and Privacy policy text.\r\n\r\n- __Form Name__ — The name of your lead generation campaign\r\n- __Language__ — The default language for your form.\r\n- __Headline (Max 60 characters)__— The title of your lead generation form\r\n- __Details (Max 160 characters)__ — A description of why people should sign up.\r\n- __Privacy Policy URL (Required)__ — A page that describes how your website will collect, store, and utilize personal information provided by the user.\r\n- __Privacy Policy text (Optional)__ — A short text below the form that describe how what you will do with the information collected.\r\n\r\n\r\nIn the second section, choose the type of information you would like to collect in your form. There are 3 types of information you can collect:\r\n\r\n- __Profile Information__ — User’s personal information (e.g. first name, last name, phone no.)\r\n- __Custom Question__ — A specific question you want to know about the user. This can be a multiple-choice question or\r\n- __Custom Checkbox__ — A Checkbox to collect user’s consent.\r\n\r\n\r\nIn the third section, write your confirmation message once a user has signed up. You can also add a call to action button to direct the user to your website or landing page.\r\n\r\n\r\nIn the last section (optional), you can add additional fields (up to 20) to your form for tracking purposes. For example, you can add “Promo = One time offer” to track this specific campaign.\r\n\r\n\r\n__Note:__ These fields will not show to the users when they fill in the form.\r\n\r\nYou can edit any of the form details in the previous 4 steps. Once you’re satisfied click “Agree & Create”.\r\n\r\n\r\nYou have now set up a LinkedIn lead generation form. You can then use this form when you’re creating a sponsored content ad or a sponsored message ad in your campaign manager.","html":"<p>SOP 131: Set up a Linkedin lead generation form</p>\n<p>Learn the best way to set up LinkedIn lead generation form and start collecting leads.</p>\n<p><strong>Last Updated / Reviewed:</strong> 03/28/2024</p>\n<p><strong>Execution Time:</strong> 30 mins</p>\n<p><strong>🚀 Goal:</strong> Successfully create a LinkedIn lead generation form for your ad campaign.</p>\n<p><strong>🤞 Ideal Outcome:</strong> You will have set up a new LinkedIn lead generation form ready to be used in your sponsored content or message ads.</p>\n<p><strong>🤔 Why this is important:</strong> A lead generation form is necessary if you want to run a LinkedIn ad campaign with an objective to collect leads. With the lead generation form you can collect quality leads from your ads with pre-filled forms.</p>\n<p><strong>🧐 Where this is done</strong> LinkedIn campaign manager.</p>\n<p><strong>🗓️ When this is done:</strong> Before you run a lead generation campaign.</p>\n<p><strong>👨 Who does this:</strong> Person responsible for Media Buying.</p>\n<p>__⚠️Prerequisites or requirements: __</p>\n<p>You need to have access to a LinkedIn ad account and your ad account needs to be associated with a LinkedIn Page.</p>\n<p>If you don’t have either of these, refer to:</p>\n<p>• SOP 126 (<a href=\"https://members.clickminded.com/sop/126/\">web version</a>): Set up a Linkedin Company Page</p>\n<p>• SOP 128 (<a href=\"https://members.clickminded.com/sop/128/&#x27;\">web version</a>): Create a Linkedin Ads account</p>\n<p> </p>\n<p><a href=\"https://members.clickminded.com/sop/131\"><strong>Click here to get the most up-to-date version of this SOP</strong></a></p>\n<h2>Create a LinkedIn Lead Generation Form</h2>\n<h3>01▸ Sign in to <a href=\"https://www.linkedin.com/campaignmanager/accounts\">LinkedIn ad campaign manager </a>.</h3>\n<h3>02▸ Select your ad account.</h3>\n<h3>03▸ Click the Account Assets dropdown and select “Lead Gen Forms”.</h3>\n<h3>04▸ Click “Create form” in the Lead Gen Forms dashboard.</h3>\n<p>You will be redirected to the form details page.</p>\n<h2>Complete Form Details</h2>\n<p>In the first section, add the Form name, Language, Offer Headline, Offer details, Privacy policy URL, and Privacy policy text.</p>\n<ul>\n<li><strong>Form Name</strong> — The name of your lead generation campaign</li>\n<li><strong>Language</strong> — The default language for your form.</li>\n<li><strong>Headline (Max 60 characters)</strong>— The title of your lead generation form</li>\n<li><strong>Details (Max 160 characters)</strong> — A description of why people should sign up.</li>\n<li><strong>Privacy Policy URL (Required)</strong> — A page that describes how your website will collect, store, and utilize personal information provided by the user.</li>\n<li><strong>Privacy Policy text (Optional)</strong> — A short text below the form that describe how what you will do with the information collected.</li>\n</ul>\n<p>In the second section, choose the type of information you would like to collect in your form. There are 3 types of information you can collect:</p>\n<ul>\n<li><strong>Profile Information</strong> — User’s personal information (e.g. first name, last name, phone no.)</li>\n<li><strong>Custom Question</strong> — A specific question you want to know about the user. This can be a multiple-choice question or</li>\n<li><strong>Custom Checkbox</strong> — A Checkbox to collect user’s consent.</li>\n</ul>\n<p>In the third section, write your confirmation message once a user has signed up. You can also add a call to action button to direct the user to your website or landing page.</p>\n<p>In the last section (optional), you can add additional fields (up to 20) to your form for tracking purposes. For example, you can add “Promo = One time offer” to track this specific campaign.</p>\n<p><strong>Note:</strong> These fields will not show to the users when they fill in the form.</p>\n<p>You can edit any of the form details in the previous 4 steps. Once you’re satisfied click “Agree &#x26; Create”.</p>\n<p>You have now set up a LinkedIn lead generation form. You can then use this form when you’re creating a sponsored content ad or a sponsored message ad in your campaign manager.</p>\n"}