HOW TO: Capture Leads on Facebook with Infusionsoft

April 27, 2011 | by Joseph Manna

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Recently, Facebook changed how custom content is displayed on Facebook Pages, shutting out a method to host web forms that was used to capture leads. I see why they did this and I’ve got a little to say about it. Once I’ve said my peace, I’ll cut to the chase and show you how to use Infusionsoft Web Forms on Facebook Pages.

Dude, Where’s My Tab?
Some of you recall the feature application “Static FBML” that was used by thousands of businesses to host customized content on a Facebook Page. It was cool. In fact, we previously showed you how to use it and many of you have.

Facebook decided to no longer allow this implementation of HTML code on Pages. It’s still a little unclear as to the reason why they made this change, but I suspect it’s to maintain a tighter control of their network, keep the user experience consistent and expand the capabilities of Pages.

Basically, the previous Static FBML “tab” application no longer works. There’s a new solution in sight that you can use instead. Read on.

Warning: Facebook ‘Likes’ Change
This isn’t the first time Facebook made a change that was not in favor of small businesses or marketers – and it certainly won’t be the last. It’s important to realize that it is their web property and not yours. It is possible that the proposed solution below could be changed or even removed at a later date.

Facebook has tended to focus on their own interest of keeping users on their site, embracing strictly the social interactions between people and brands. This should send a loud message that collecting leads isn’t on the top of their priorities. As a marketer, acceptance seems to be the best solution; that is, be open to the fact Facebook may change your Pages experience in the future.

With this warning heeded, here’s a solution on how you can put your Infusionsoft Web Form on Facebook in just a few minutes.

How to Add an Infusionsoft Web Form to Facebook

It’s actually a bit easier to add an Infusionsoft Web Form to Facebook than before. To do this successfully, you should be somewhat comfortable copying and pasting HTML code.

All apps on your Facebook Page are bound by the Facebook Platform policies. They are very specific and apply to this app. Failure to meet these guidelines could result in deletion of your Page. For instance, auto-playing content (video or audio) is prohibited.

STEP 1. Go to the Static HTML IFrame Tabs Facebook application page.

STEP 2. Choose the Facebook Page that you wish use. (If it asks permission, allow it.)

Screenshot: Add Static HTML iframe App to Page

STEP 3. Click the “Welcome” tab on the left side of the Facebook Page.

Screenshot: Welcome Tab on a Facebook Page

STEP 4. Copy the HTML code from your Infusionsoft Web Form. This must be regular HTML code, not Javascript.

Screenshot: Infusionsoft Web Form HTML Code

STEP 5. Paste in the HTML code into the upper box of the Static HTML app.

Screenshot: Infusionsoft Web Form HTML Code pasted in Static HTML App

STEP 6. Click “Save and view tab” to see your web form on your Facebook Page!

Screenshot: Save and View Tab Button

Tip: When you go to your Facebook Page, you have to click the ‘Save and view tab’ button in order to see the live tab. It’s because Facebook views admins different from fans and non-fans. Plus, it makes it easy if you want to make changes later to the tabs.

For maximum exposure and opt-ins, I recommend setting your default landing tab your newly created tab. Do this quickly by clicking Edit Page, select Manage Permissions and change the tab for ‘Default Landing Tab’ to ‘Welcome.’ See the screenshot below for guidance.

This is a screenshot showing how to adjust the default tab in Facebook.

This quick solution is for businesses that wish to capitalize from their Facebook presence by capturing leads and following up with fans with email marketing, voice broadcast or direct mail. This is beneficial to small business owners who can’t afford an agency to build a custom app, yet want to collect leads from their Facebook presence.

Check out our own Facebook Tab that we created. We used our Web Form Builder, an image and a lead-generation magnet with this solution. Only took me a few minutes, so almost anyone should be able to do this.

If you have questions or need some help, let us know in the comments. We’ll also get a tutorial video showing all this completed soon.

 
  • http://www.capitalsteelbuildings.com.au/ sheds

    voice announced or direct mail. This is beneficial to little enterprise proprietors who can’t pay for an bureau to construct a made-to-order app, yet desire to assemble directs from their Facebook presence.

  • http://twitter.com/thecommoncents Joyce M Washington

    Since JavaScript is allowed, is there any reason why html was used in the example instead?

    • http://www.joemanna.com/blog/ Joseph Manna

      In my testing of it, it appears the javascript won’t execute. I suspect this might be due to Facebook’s restrictive environment, but not totally sure. I plan on investigating this further to see if this is possible – because if it is – it makes it much easier for Infusionsoft users.

      Thanks for commenting. :)

      ~Joseph

  • Anonymous

    Not sure if this will be helpful to anyone else but I used some info in their FAQs & Help Center of Static HTML (“Can I use a page from my blog or website?”)… and I was able to use the Hosted Version (choice 3 on the webform publish tab).

    • http://www.joemanna.com/blog/ Joseph Manna

      Interesting, thanks for suggesting that. Are you adding that in as an iframe? This definitely seems like another solution to this. I tested it with a longer method (more complex), and it does work, too.

      ~Joseph

      • http://www.thecommoncents.com Joyce M Washington

        Hey, I’m thinking that the java won’t work bc it needs to go in the html “body” but the hosted link can go in the html “header”…so per the Static HTML FAQs, I used the following html code:

        (html)
        (head>
        (meta http-equiv=’Refresh’
        content=’0; url=INSERTHOSTEDWEBFROMURLHERE’ /)
        (/head)
        (/html)

        Note: to use – change the html brackets from ( ) to

        All I had to do was cut/paste the Infusionsoft hosted link into the html code and I was off to the races.

        PS – I learned the hard way that Static HTML is having issues with their app if you are in https: mode versus http: mode on facebook. Once I was in the less secure http: mode, I was able to save the content/html code above without any problem and view my new Welcome tab. HOORAY. :)

  • jd

    Really helpful article but I seem to be having trouble when I want to add second tab to my page.  Any suggestions?

    • Kevin

      You can use a tutorial I made for members of my direct sales team. It has much of the same info posted here …  but also describes how to rename your tab and add more tabs. One thing I noticed. The last part of the Infusionsoft instructions allows you to set a default tab. It looks like that option is now gone unless facebook moved it to another location.
      I would love to see another option to facebook. The folks are getting a bit too controlling. I have a ton of friends ready to jump ship …  as soon as another ship pulls into harbor. Hmm. We might be waiting a long time.

      Anyway, here is the link http://kevinfinneran.com/Media/BeachbodyFacebook/Page1.htm  
      Just click the blue arrow in the right hand corner to start.

  • http://www.facebook.com/people/Jonathan-Thompson/1348513934 Jonathan Thompson

    This is extremely helpful! Thank you to Joseph Manna for writing this and thank you to Michael Bast for sharing it with us today during the live training. And thank you to IS for rockin’ the casba!

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