Lead Handling & Follow-Up

uFB 2.0 Lead Handling & Follow-Up

How are leads from Lead Campaigns handled?

 Leads captured via Facebook Lead Ads can integrate seamlessly with CRM, automating data transfer. From your CRM, you can trigger automated follow-up sequences using tools for effective lead nurturing via email or SMS.

How to Access Campaigns for an Onboarded Contact via the Umbrella Dashboard:

  1. Access the Umbrella Dashboard: Log in to your Umbrella account.

  2. Navigate to Contacts: Select the “Contacts” section.

  3. Select Onboarded Contact: Click on the contact you want to monitor.

  4. View Contact Details: Choose the “View” option.

  5. Login to uFB: Click “Login” to access uFB 2.0 via Dashboard SSO.

  6. Access Campaigns: In uFB 2.0, navigate to the “Campaigns” section.

View Performance Metrics: Review key performance indicators such as:

  • Impressions

  • Clicks

  • Leads

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