Managing Forms
Stats cards
At the top of the page, four summary cards show aggregate metrics:
| Card | What it shows |
|---|---|
| Total Forms | Number of lead forms synced from your Facebook pages |
| Total Leads | Total leads captured across all forms |
| Today | Leads received today |
| This Week | Leads received this week |
Screenshot: Four stats cards showing Total Forms, Total Leads, Today, and This Week
stats-cards.png
1. On the Lead Forms page, capture the four stats cards at the top
Save to:
Save to:
static/img/screenshots/social-posts/lead-forms/stats-cards.pngFilters
| Filter | Description |
|---|---|
| Page | Select a specific Facebook page |
| Ad Campaign | Filter forms by the campaign they are linked to |
| Status | Active, Archived, or Draft |
| Clear Filters | Reset all filters |
Form cards
Forms are displayed in a two-column card grid with infinite scroll (more forms load as you scroll down).
Each form card shows
| Field | Description |
|---|---|
| "New" badge | Animated orange badge — appears when the form has received a lead today |
| Status badge | ACTIVE, ARCHIVED, or DRAFT |
| Campaign link badge | "Linked" (with campaign name) or "Not linked" |
| Form name | Name of the lead form |
| Last lead date | When the most recent lead was received |
| Questions count | Number of questions in the form (hover to see all questions in a tooltip) |
KPI row
| Metric | Description |
|---|---|
| Total leads | Total number of leads for this form |
| Today's leads | Leads received today |
| 7-day sparkline | A mini bar chart showing daily lead volume for the past 7 days. Past days are purple, today is orange. |
Campaign hierarchy
Below the KPIs, the form card shows the campaign hierarchy it belongs to:
Campaign Name
└── Ad Set Name
└── Ad Name
Card footer
- Created date — When the form was created on Facebook
- Last synced — When the form's leads were last synced
- View Leads button — Opens the Form Detail page
Screenshot: Lead form card showing New badge, status, linked campaign badge, form name, questions count, KPI row with sparkline, and campaign hierarchy
form-card.png
1. Find a form card that has recent leads (showing the New badge) and is linked to a campaign
2. Capture the full card showing all elements: badges, name, KPIs, sparkline chart, campaign hierarchy, and View Leads button
Save to:
2. Capture the full card showing all elements: badges, name, KPIs, sparkline chart, campaign hierarchy, and View Leads button
Save to:
static/img/screenshots/social-posts/lead-forms/form-card.pngSyncing forms
Click the Sync Forms button to fetch the latest forms and lead submissions from Facebook.
Form detail
Click View Leads on any form card to open the form detail page.
Header
- Back button — Return to the form list
- Form name and page ID
- Total leads count
- Export CSV button — Downloads all leads as a CSV file
- Sync Leads button — Syncs the latest leads for this form
Questions bar
All form questions are displayed as chip pills (indigo colored) across the top of the page, showing the fields captured by this form.
Filters
| Filter | Description |
|---|---|
| Search | Search leads by name, email, or phone |
| Date Range | Filter by submission date (from/to) |
| Group By | Group leads by a specific field (see Group By mode below) |
Screenshot: Lead form detail page showing header with export/sync buttons, questions chips bar, filters, and dynamic leads table
form-detail.png
1. Click View Leads on any form card
2. Capture the form detail page showing the header, questions chips, search/filter bar, and leads table
Save to:
2. Capture the form detail page showing the header, questions chips, search/filter bar, and leads table
Save to:
static/img/screenshots/social-posts/lead-forms/form-detail.pngLeads table
A dynamic table where columns are automatically generated based on the form's questions:
| Column | Description |
|---|---|
| # | Row number |
| Name | Lead's full name |
| Lead's email address | |
| Phone | Lead's phone number |
| [Question fields] | One column for each custom question in the form (e.g., city, budget, interests) |
| Source | How the lead was received — "webhook" or "api" badge |
| Submitted At | When the lead submitted the form |
Pagination: Server-side pagination with options for 10, 20, 50, or 100 leads per page.
Group By mode
Select a field from the Group By dropdown to switch to a summary view:
- An expandable summary table replaces the normal leads table
- Each row shows a group value, count, and percentage share (with a visual bar)
- Click a row to expand it and see the individual leads in that group
- The grouped column is hidden from the expanded sub-table to avoid duplication
Screenshot: Group By mode showing expandable summary table with group values, counts, percentage bars, and nested lead sub-table
group-by-mode.png
1. On the form detail page, select a field from the Group By dropdown
2. Expand one of the group rows to show the nested leads sub-table
3. Capture the grouped view with percentage bars and expanded sub-table
Save to:
2. Expand one of the group rows to show the nested leads sub-table
3. Capture the grouped view with percentage bars and expanded sub-table
Save to:
static/img/screenshots/social-posts/lead-forms/group-by-mode.pngThis is useful for analyzing lead distribution — for example, grouping by city to see which cities generate the most leads, or grouping by a custom question field to understand lead preferences.
Exporting leads
- Open a form's detail page
- Click the Export CSV button
- A CSV file is downloaded with all leads and their form fields
The CSV file is named leads-<formName>.csv and includes all captured fields and submission timestamps.
Tips
- Watch for the "New" badge — Forms with leads today have an animated orange badge, making them easy to spot
- Use Group By to quickly analyze lead segments without exporting
- Export regularly — Facebook retains lead data for 90 days, so download your leads before they expire
- Check the 7-day sparkline to spot trends — a declining bar chart may mean your ad is losing effectiveness