Get Started: Submit Test Leads

Submit test leads to validate the flow of data from your ad to your marketing automation system:

1. Submit test leads
   1. Landing Page offer types
   2. LeadGen Form offer types
      1. Choose an experiment to test
      2. Facebook
      3. Linkedin
2. Push test leads to your marketing automation tool

Submit test leads

Landing Page offer types

Note: Landing Page for Awareness Campaign offers cannot be tested because converted leads are not tracked for Brand Awareness campaigns.

Go to the Library > Offers page.

Click Submit a Test Lead in Test Lead Status column of the Offers table for the landing page offer you want to test.

Click Submit Test Lead.

Submit the lead generation form on your landing page.

If successful, you should see a date stamp in the Test lead Status column for the tested offer.

If unsuccessful, please review the prerequisites to make sure you meet the requirements. If you're not sure why your test is failing, please contact support@metadata.io. 

LeadGen Form offer types

Choose an experiment to test

1. Log in to the Metadata platform
2. Click Campaigns on the left navigation
3. Click the ⋮ icon on the left of the campaign
4. Click Experiments
   
   
    

5. Note the name, offer type and channel of the experiment you want to test

   Notes: Read Understanding Metadata Campaign naming conventions to learn more about experiment naming conventions.

   

Facebook

1. Log in to Facebook Ads Manager

   Note: Ensure you are in the correct ad account by comparing the ad account name on Facebook with the ad account name on the Integrations page.

   
    

2. Search for the experiment name
3. Click Campaign name contains ... under Suggested searches
   
   
    
4. Click the Ads tab
5. Select the ad
6. Click Preview
   
   
    
7. Click Share
8. Click Share a link
   
   
    
9. Click Copy
   
   
    
10. Open the URL in a new tab
11. Click Show Ad
    
    
     
12. Scroll through your feed until you see the ad preview
13. Click the ad
14. Submit the lead gen form
    
    

LinkedIn

1. Log in to LinkedIn Campaign Manager

2. Click the ad account name

   Note: Ensure you open the correct ad account by comparing the ad account name on LinkedIn with the ad account name on the Integrations page.

   
    

3. Click the campaign group name

   Note: Ensure you open the correct campaign group by comparing the campaign group name on LinkedIn with the campaign group name on the Integrations page.

   
    

4. Search for the experiment name
5. Select the campaign
   
   
    
6. Click the Ads tab
7. Click the ad name
   
   
    
8. Click the ad
9. Submit the lead gen form
   
   

Push test leads to your marketing automation tool

1. Click Settings in the bottom left hand side, and click Integrations.
2. Click Settings in the Marketing Automation box
   
   
   
    
3. Click the Test Leads tab
   
   
   
    
4. Click Submit Test Lead
   

5. (Optional) Update the test values

   Note: Use supported values presented in the dropdown for the Revenue, Employees, Industry, Country and State fields.

6. Click Send to MA
   
   
   
    

7. Review the lead on your MA platform to ensure your lead details came through correctly

   Note: Read Troubleshooting: Leads not pushing to MA Tool to resolve issues related to pushing leads to your marketing automation tool.

Conclusion

Way to go! By following the steps above you have successfully submitted and pushed a test lead to your marketing automation tool.

If you have any questions, issues or feedback, please get in touch with our support team using support@metadata.io or live chat.