1. Set up the accounts properly
In Meta Business Suite, create a business portfolio in your company’s name, connect your Facebook Page and Instagram account, create the ad account inside it and add your team with the right roles. Keep personal and business accounts separate.
2. Install the pixel and Conversions API
Add the Meta pixel to your website and send the same events from your server or tools through the Conversions API, so tracking holds up when browsers block cookies. Verify your domain, and ask for consent where the law requires it.
3. Pick the objective that matches the result you want
Choose Leads or Sales, not Traffic or Engagement, when you want customers. Meta optimises for whatever you ask for, so asking for clicks gets you clicks.
4. Decide between lead forms and your website
Instant lead forms on Facebook and Instagram are quick to fill in, so they bring more leads but often lower quality. Add a question or two, or choose the higher-intent form option, or send people to your own landing page instead.
5. Make creative the main lever
Short vertical videos and clear images that show the problem, the result and who it’s for usually matter more than targeting. Test a few different ideas, not small variations of one.
6. Keep targeting broad, then retarget
Start with your location and a broad audience and let Meta find people based on your conversions. Add a separate campaign for people who visited your site or engaged with your page but didn’t contact you.
7. Check for special ad categories
Ads about housing, employment, credit, and social issues, elections or politics follow stricter rules and have limited targeting. Declare the category if it applies, or the ads can be rejected.
8. Judge on qualified leads, not cost per lead
Call or email every lead quickly, track which ones become customers and send that back to Meta where you can. A cheap lead that never answers costs more than an expensive one who buys.
Practical notes
What I’ve learned and use in practice, checked against current benchmarks and official checklists on 10 November 2026. Experience and benchmarks, not guarantees.
- Add a confirm-phone field, or send an instant text asking leads to reply yes, to filter out fake or careless leads.
- Expect cost per lead to rise when lead quality improves, and judge by cost per booked appointment instead.
- Switching instant forms to the higher-intent option, and optimising for conversion leads using the Conversions API, improves lead quality at a somewhat higher cost per lead.
- Bots and click fraud are a common cause of fake leads; track cost per qualified lead, not cost per form fill.
Sources
Where Meta fits
Meta works best alongside search: search catches people who are already looking, and Meta creates new demand and brings back people who visited and left. Both need the same tracking from click to customer.
Take the six-question self-check