Step-by-Step Guide to Creating a Meta Lead Generation Campaign

Adam Gibbs

AI-free content

📅 Updated: 31 October, 2025 / ⏱️ 3 min read

Generating qualified leads is critical for any business. Whether you are a small startup, or an established brand, the Meta advertising platform is one of the most effective ways to help you connect with potential customers easily. With billions of users across Facebook, Instagram, and Messenger, Meta has exceptional audience targeting capabilities and options for conversions — especially for lead generation campaigns.

In this blog, we’ll walk you through how to set up a basic Meta lead generation campaign, explain the key settings you need to know, and share best practices to help you maximize your results.

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Key Steps to Adding A Basic Meta Lead Gen Campaign

Here are the key steps of setting up a Meta lead gen campaign.

Step 1: Go to Meta Ads Manager

Step 2: Select Campaigns

Click “Campaigns” under the Ads Manager menu.

Step 3: Create Campaign

Once done, click “Create” to set up a campaign.

Step 4: Select Leads

Now, click “Leads” as your campaign objective. Then click “Continue.”

Step 5: Add Campaign Name and Budget

Name your lead campaign and set a budget. Then click “Next.”

Step 6: Select Instant Forms & Messenger

Now, under the conversion menu, select “Instant forms and messenger” as your conversion location.

Step 7: Schedule Your Campaign Date

Now, under the Budget & Schedule section, set your campaign start and end date.

Step 8: Set Your Target Audience

Under the “Audience” section, build your target audience and then click “Next.”

Step 9: Create an Ad Name

Once done, set an Ad name and then set up your identity.

Step 10: Create Ad Setup & Publish

Once done, select an ad creative layout and click “Publish” to launch your Lead Ads campaign.

Pro Tips for Better Results

Use Incentives: Offer something valuable (like a free guide, discount, or consultation) to motivate users.
Test Creatives: Run multiple ad versions with different headlines and visuals to see what works best.
Follow Up Fast: Contact leads within 24 hours — speed builds trust.
Add Filters: Use the “Higher Intent” form option to screen out low-quality leads.
Retarget: Create retargeting campaigns for users who opened your form but didn’t submit it.

Conclusion

Establishing a Meta lead generation initiative can be technical upfront; however, once you understand the fundamentals, it becomes one of the cheapest ways to capture leads.

If you appropriately target, create a creative strategy, and set up their lead form, Meta can help you reach your ideal audience and turn them into paying customers, all in the Meta ecosystem.

The strategy is to start small, test regularly, and optimize as you go. Before you know it, you have a lead gen machine running to support your business.

FAQs

You’ll need:

A Facebook Business Page (and optionally an Instagram account)
A Meta Business Manager account
A verified payment method
A clear offer or call-to-action (e.g., “Book a Free Consultation”)
A privacy policy link for your form

You can start with as little as ₹500–₹1000 per day (or $10–$20). Begin with a small test budget, analyze performance, and gradually scale up your spending once you find the audience and creatives that perform best.

Almost any business that benefits from direct inquiries or sign-ups can use Meta lead gen ads — including:

Real estate agents
Educational institutions
Financial and insurance services
Healthcare providers
B2B service companies
Local businesses (salons, gyms, etc.)

Ask fewer but relevant questions in your form.
Use the Higher Intent form type.
Add a clear and specific offer in your ad copy.
Follow up quickly — ideally within 24 hours.

Use retargeting to reach people who have already engaged with your ads or forms.

Written by Adam Gibbs

Adam is a skilled SEO content expert with a proven track record of crafting high-quality, keyword-rich content that drives traffic, engages readers, and ranks on search engines. With 10+ years of experience in digital marketing and content strategy, Adam specializes in creating blog posts, website copy, and marketing materials tailored to both audience needs and SEO best practices.

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Step-by-Step Guide to Creating a Meta Lead Generation Campaign

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