Ingesting leads from Meta

It is possible to connect to your Meta page and to have Meta push lead data it captures through its form(s) into GymOS. GymOS, having validated the data it receives from Meta, will create a corresponding lead record.

Connecting GymOS to Meta for lead import

To have Meta push lead data it receives via the Meta forms you have configured on your Meta page, you first need to connect GymOS to your Meta page and give Meta permission to send GymOS data.

At the time of writing this article, the process is consistent and unified across both Facebook and Instagram.

1. Navigate to the Lead listing by selecting Leads from the Connect and Promote section of the main navigation menu.
2. Click the Connect button found at the top-right of the page.
3. Follow the Meta authentication process, selecting your Meta page and approving all requested permissions.
4. Once the authentication flow is complete, a confirmation message wil be displayed at the top of the GymOS leads page.

Important: If you change your Meta password, you will likely invalidate GymOS’s connection to Meta and will need to disconnect and reconnect your account.

Structuring your Meta form for successful import into GymOS

To create a lead record in GymOS, the form you use in Meta must capture the lead’s name, email address, and mobile number. All of these fields are required and, if not provided, a record will not be created. Therefore, you should make sure they are mandatory in your Meta form.

By default, GymOS expects the standard Meta field names to be used. If you have amended your field names in your Meta form, you must ensure that you correct these to use one of the corresponding values below:

Data	meta field name
Full name	name full_name full name
First name	first_name
Last name	last_name
Email address	email
Mobile number	phone_number phone
Gender	gender
Date of birth	date_of_birth

GymOS will create a new “pseudo Campaign”, against which the lead shall be assigned. The campaign name will be derived from your Meta campaign name (if applicable). The second choice will be the Meta advert name (if applicable). The third choice will be the Meta Form name. If all three options are missing, the default campaign for your GymOS account will be used.

Note: GymOS cannot create the campaign until Meta sends the first data. The campaign is created only one, and is not subsequently renamed if you change the name in Meta.

Ingestion triggers

When a lead is ingested from Meta, the following trigger event types will be actioned:

• Lead created
• Lead campaign sign-up
• Lead ingested from Meta

Resyncing campaign/form names

GymOS will create the campaign name based on the rules outlined above. If you have changed the name of the element in Meta, this will not replicate across into GymOS. You can, however, perform a manual re-sync of the campaign names by clicking the Initiate Meta campaign re-sync option from the Connected drop-down.

Meta Data Import log

GymOS logs all data that Meta pushes to your account. You may view this raw data by clicking the Download Import Log option from the Connected drop-down.

The log is downloaded as an Excel XLSX spreadsheet. It contains the data sent to GymOS, along with details of any processing errors. If an entry is missing from the log, then it is likely that it was not sent to GymOS. Review the troubleshooting your Meta-GymOS connection guidance below.

Disconnecting from Meta

If you wish to connect GymOS from your Meta page, select the Disconnect from Meta option from the Connected drop-down.

Disconnecting does not remove any lead data from GymOS, and you may readily reconnect as you wish.

Troubleshooting your Meta-GymOS connection

If you are having problems ingesting data from Meta into GymOS, first check the Meta Data Import log.

If the log does not contain any entries for data you submitted via your form, the next port of call is Meta’s built-in Testing and Troubleshooting tool. You should follow Meta’s instructions. As these change over time, we have not detailed them here.

In the track status section of the tool, you should see an entry for App ID 2429022067352198. If there is an error code for this entry, please provide a full screenshot to the GymOS support team.

The tool will likely tell you the cause of the problem. If there is no entry for App ID 2429022067352198then either GymOS is not connected to Meta, or another configuration has been made within Meta that is blocking the data being send to GymOS.

Note: We have found that when some 3rd-party advertising agencies set up their integrations with Meta, they block the GymOS integration. This needs to be addressed directly with them and remedied in your Meta account. There is no technical reason that the GymOS link cannot co-exist with other integrations you may have on your Meta account.