When you're creating social media campaigns, you can push leads generated into Radius in a couple of ways. Here are some basic instructions and then best practice ideas.
You need to use a 3rd party push from most social media platforms into a CRM. Zapier is most commonly used for this purpose, but you can check out others like Sync2CRM and others.
Step 1:
In Radius, go to Account> Website Forms (only admins can view this!). Highlight the Lead Post URL. (You can post to other record types as well. Just one at a time, so choose the correct and full URL). We'll come back to copy this for use in step 4.
Step 2:
Sign into Zapier. Hit Create. Zapier now has an AI prompt that will suggest the zap for you. Just type in "Create a new lead in Radius CRM when sent from Facebook Lead Ads". Hit GENERATE. Hit TRY IT.
Step 3:
Assign the Trigger steps (you'll be prompted to sign into your Facebook account)
Step 4:
Set up the post into Radius in step 2 of the Zap creation.
You'll copy the Lead HTTP Post url that you found in step 1 to sync to Radius CRM.
Then you'll map the fields you want to have sent into Radius and can type in any other fields you want pushed through like:
Type= Lead
Status= New Lead
Lead Source= Facebook Ad
Marketing Campaign= FB Jan 2024 ACA Version 1
Agent= Your Name or Agent= Auto if you want it assigned via round robin.
and so on.
You will have to create and manage the lead sources and marketing campaigns in Settings> Analytics. But it's a wonderful way to track which ads are getting the best results for you.
You can either quickly use the filter on leads/clients to search by the lead source or campaign or build a Saved Report that tracks conversions.