This guide will walk you through Walla's Meta Lead form set up process. We've broken it down into easy-to-follow steps to ensure a smooth setup experience.

Before we dive in, please note our Integrations Support Policy

We only provide support for Walla products. What does this mean? To put it simply, if you're looking at a Walla screen and it has the blue W on corner, support can help. We're the experts on Walla, and Meta's team are the experts on their platform. This policy ensures you always get help from the right people. For any questions within Meta Business Suite you'll need to contact their support team directly.

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Part 1: Set Up Permissions for Leads Access in Meta

To manage who can access and work with leads in your Walla integration with Meta.

The user (staff) signing in to connect must have proper access permissions in Meta Business Suite, specifically access to specific pages and Leads Access. And, make sure you are not logged in with your personal Facebook.

If you have two separate Walla sites that use one Meta Business Suite you will need to set up separate Meta user logins for each of your Walla sites. This is not a requirement if you have one Walla site with multiple locations. If this applies to you, you can find additional directions in the FAQ at the bottom of this article.

Step 1: Confirm Access to Portfolio

User logins must have specific permissions assigned within Meta in order to create a Meta form and sync data from Meta to Walla.

Log in to Meta Business Suite
Select a business portfolio
Click the Settings gear on the left menu
Select People
Ensure the person who will manage Meta lead forms is listed. If not, click Invite People and add the user
Once added, select the three dots on the far right of their name
Choose Edit Business Portfolio Permissions
Make sure Apps and integrations Set up Conversions API. Monitor events, edit applications and create access tokens is toggled on

Step 2: Assign the Facebook Page as an Asset

After completing Step 1: Confirm Access to Portfolio, you will already be under the Settings section of Meta Business Suite.

Follow these steps to assign the Facebook page as an Asset under the user in Meta:

Starting from Meta Business Suite, select Settings
On the far left menu select Users
Choose People
Select the three dots next to a users name
Select Assign Assets
Under the Select Assets column check the box next to the Facebook page the Lead form is associated with
Under the Permissions column enable the Partial access (business tools and Facebook) or Full control (business tools and Facebook) toggle
Choose Assign Assets

Part 2: Connect Meta Business Suite to Walla

Step 1: Log in to your Meta Business Suite via Walla

Note that currently only one Business Account can be connected to one Walla instance. When others log in and they have access to Marketing Suite

Log in to Walla
Select Marketing Center from the main navigation menu
Select Manage under Business Suite to connect Walla to your Meta Business Suite
Log in with your Meta Business login

Step 2: Choose the Pages you want Walla Leads to access

Follow these steps to choose the pages you want to connect to Walla. These steps must be followed exactly and only the Select Opt in to current Pages only option should be selected.

Choose Opt in to current Pages only
Select the individual pages you want to connect to Walla
DO NOT choose Opt in to all current and future Pages then continue through the pop-up
Choose Save

Do not choose Opt in to all current and future Pages. By selecting this option Walla will not surface as a selectable option under the list of CRMs

Step 3: Review Access and Save

Review what Walla Leads is requesting permission to do, then save.

Step 4: Grant Walla CRM Leads Access

This selection process must be completed for each page that has a lead form you would like connected to Walla if selecting each page individually.

Within Meta Business Suite select Settings
Under Integrations choose Leads Access
Select the Assigned CRM column
Select Walla from the CRM list
Save

Part 3: Create Forms in Meta Business Suite

Log in to Meta Business Suite and create your form. You do not create the form in Walla. When the integration is set up correctly and you have settings set up correctly in Meta, the form will appear in Walla automatically.

Step 1: Add Form Details

Follow these steps to build your Lead Form in Meta business suite.

Log in to Meta Business Suite
Select the Business Portfolio you want to connect to
On the Side Navigation bar select All Tools in the side navigation bar
Select Instant Forms

Choose Create Form
Select New Form, then choose Next
Enter a Form Name
Set the Form Type Higher intent
Upload an Image

Step 2: Add Questions and Complete Details

Scroll down to section Prefill questions location under Questions
Keep the email field and remove the Full Name Field
Select Add Category and choose User Information First Name
Select Add Category and choose User Information Last Name
Add additional Categories (ie. phone number)
Complete the remaining required fields for your Lead Form (If you missed a field it will not let you save the form)
If you are a multi-location business complete the additional Multi-Location Home Location Assignment steps below before creating the form. If you are not a multi-location business you do not need to complete the additional steps below
Choose Create Form when details are complete

Multi-Location Home Location Assignment

In order for a location to be assigned to a lead if you have a lead form with multiple locations to choose from, you must complete additional steps.

If you do not, the lead will not be assigned a location automatically and a location must be automatically assigned. You will need to add a Multiple Choice Question and add your locations as options in order to have a Home Location automatically assigned to a client.

The location name must be the exact same spelling as the location name listed under Locations.

While creating a form follow these additional steps if you are a multi-location business and want to have a location automatically assigned:

While adding form details, under Questions select Add question
Select Multiple Choice
Enter "What is your home location?" as the question or "Choose a location"
Select Add
Enter the name of a location
Choose Add again and repeat until all locations have been added
Select the Settings tab
Under the Field names section you will see the location question and answers
Enter the names of each location under each answer. You must enter the name of the location exactly as it is entered under Locations on the Location tile within Walla. The other fields besides the Multiple Choice question and answers do not need to be updated under this section. See the example below.

In order for a location to be automatically assigned to a client after completing a form in the above example, the three fields would be completed as follows:

Select a location: location (the word "location" in lowercase will always be the only word entered in this field)

Enter the name of the business exactly as it is entered under Locations. Adding additional spaces and incorrect capitalization will result in leads not being assigned a home location.

Part 4: Verify Walla Lead Form

After creating a lead form in Meta Business Suite, verify its synchronization with Walla by logging into Walla, navigating to the Marketing Center, and checking if the form is listed under Walla Lead Forms.

Step 1: Verify Form Synced to Walla

Make sure the form is listed under Walla Lead Forms. For multi-location businesses and franchises, you will need to select the appropriate franchise or location from the Location option under the Lead Form. The form will note it is from Meta and will have a unique lead form number

Log in to Walla
Select Marketing Center from the main navigation menu
Choose Lead Form
Select the Meta tab
Verify Form is listed under Walla Lead Forms

Step 2: Assign Correct Location

Choose Lead Form
Select the three dots next to the Lead Form
Choose Edit
Assign the correct Location from the Associated Locations drop-down
Save

Assign a Location to an Existing Lead Form

The Associated Location column displays all locations linked to the Meta account.

Follow these steps to assign a location to a lead form if you do not see a location already assigned.

From the main navigation menu select Marketing Suite
Choose Lead Forms
Select a Lead Form
Select the specific location for this form
Save

Meta Token 90 Day Refresh Requirement

Tokens connect Walla to Meta and send your leads over from Meta to Walla. Tokens last for only 90 days and need to be manually refreshed. You'll need to click this refresh icon before the 90-day expiration period to maintain an active connection. If your Meta token has expired it will say Token Expired

Follow these steps to manually refresh your Meta tokens:

From the main navigation menu select Marketing Suite
Choose Manage under Business Suite
Look for a refresh (circular arrows) or a connect (a plug) icon on the far right side next to each location
Select the teal icon to refresh the Meta integration

FAQ

What do I need to check for multi-location businesses and franchises if leads aren't being assigned a home location?

For multi-location businesses and franchises, there are several important steps to ensure leads are properly assigned:

In your Meta lead form set up Business Suite settings:

You must add a Multiple Choice Question asking "What is your home location?" or "Choose a location"
Enter each location as a separate answer option
Under the Settings tab, in the Field names section:
- Enter "location" (lowercase) in the question field
- Enter location names EXACTLY as they appear in your Walla Locations tile (matching spacing and capitalization is crucial)

In the Lead Form section of Walla's Marketing Center:

Make sure to select the appropriate franchise or location from the Location option

During Meta integration setup:

Select "Opt in to current Pages only"
Individually select all location pages you want to connect
Do NOT choose "Opt in to all current and future Pages" as this will prevent proper location assignment

Why am I not seeing Walla as a CRM in Meta?

If you are not seeing Walla as a CRM in Meta it could be that when you set up the integration you selected Opt in to all current and future pages instead of selecting Choose the Pages that you want Walla Leads to access and choosing each page on the list. Selecting Opt in to all current and future pages will not surface Walla as an option under the CRM list. If you are not sure if you selected Opt in to all current and future Pages or Opt in to current Pages only you can easily change and check

this setting by going through the set-up process again.

Log in to Walla
Select Sales & Marketing Center from the main navigation menu
Choose Manage on the Business Suite tile
Select the teal arrows to update the Walla to Meta connection
Select Edit previous settings
Under the Choose the Pages that you want Walla Leads to access pop-up make sure Opt in to current Pages only is selected
Select all pages you want connected
Select Continue under Review what Walla Leads is requesting permission to do
Edit previous settings
Choose Save

Why isn't Walla showing up as a CRM option or why aren't my leads being sent to Walla?

When Walla isn't appearing as a CRM option or your leads aren't being properly transferred, this typically indicates one of two issues. Either your Meta authentication token has expired, which happens automatically after 90 days, or there's a problem with your location settings in the integration setup. Both of these issues can interrupt the connection between Meta and Walla, preventing leads from flowing through the system as intended.

What if I have multiple separate Walla sites that use one Meta Business Suite account?

When managing multiple Walla sites that each connect to their own Meta Business Suite pages, you need to use separate Meta user accounts for each connection.

Needing separate Meta logins for this particular use case is expected. While creating an additional Meta login requires a few extra steps initially, this structure ensures your lead connections remain independent.

This applies if you have two or more completely different Walla sites and use one Meta Business Suite account. (Not for you if you have one business with multiple locations!) For example:

Lulu Pilates (one separate Walla site)
AND Om So Fresh Pilates (another separate Walla site)
AND you want both Walla sites to sync Meta leads from one Meta Business Suite account

Here is a basic overview of the setup workflow if you are a staff member setting up the Walla Meta connection for multiple Walla sites that use one Meta Business Suite login:

You'll log into your first Walla site (like Lulu Pilates)
When connecting to Meta, you'll use a Meta user login
Then later, you log into your second Walla site (like Om So Fresh Pilates)
For this second site, you MUST use a different Meta user login

If you use the same Meta user login for more than one separate Walla site your Walla-Meta lead sync will be affected. When you change which pages one site connects to it will change the connections for all other sites using that same Meta user login.

Remember:

Keep using the same Walla login for both businesses (this is fine!)
But create a separate Meta user login for each business
Use a different Meta login each time you connect a business to Meta and when you need to refresh the token

What if I don't have another Meta login to do this!?

You'll need to create separate Meta user logins for each separate Walla site you have.

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