Creating an Instant Form
An Instant Form is the form that opens inside Facebook or Instagram when someone taps a lead ad. Meta fills in the contact details it already knows, so there is little to type.
You can build these forms in Adsap, without opening Meta’s Forms Library.
Two things to know first
A form cannot be edited or deleted once it exists. This is Meta’s rule, not an Adsap limit. You can only archive a form. Adsap always shows a preview before it creates anything, and to change a form you duplicate it with your changes and archive the old one.
A form belongs to one Facebook Page. It only works in ads that run for that Page.
How to create one
- Go to Ad Launcher, then Instant Forms.
- Pick the Facebook Page the form is for.
- Select Create form and fill in the sections below. If you saved defaults for the Page, the privacy policy link and the thank-you screen are already filled in.
- Select Preview. Adsap checks the form with Meta and creates nothing. If something is missing, every problem is listed at once.
- Select Create form.
You can also create a form from an ad sheet. On a row whose ad set collects leads through Instant Forms, use the + button next to the Instant Form dropdown. It opens the same builder for that row’s Page, with the same saved defaults, then selects the new form in the row.
Defaults for new forms
Save your privacy policy link and your thank-you screen once, in the Defaults for new forms card next to the list of forms. Each Facebook Page has its own defaults.
Every new form on that Page starts with them, in Adsap and in your AI assistant, and you can still change them in each form. A duplicate never takes the defaults: it stays a copy of the original form.
The sections
| Section | What goes in it |
|---|---|
| Basics | The form name (only you see it, and it must be unique on the Page), the form language and the form type. |
| Intro | Optional first screen that explains the offer, as a paragraph or a bullet list. |
| Questions | Contact details, short answer questions and multiple choice questions, in the order people see them. |
| Privacy | The link to your privacy policy, and an optional custom disclaimer with consent boxes. |
| Thank-you screen | What people see after sending: a headline, optional text, and an optional button to your website or to call you. |
| Settings | Who can send the form, and tracking parameters. |
Form type
More volume is the standard form. Higher intent adds a review step where people confirm their answers before sending. You get fewer leads, and usually better ones.
Questions
Contact details cover full name, email, phone number, city, company name, job title and more. Meta fills them in for the person, so they take almost no effort to answer.
Short answer and multiple choice are your own questions. Meta allows at most 3 short answer questions per form. Multiple choice questions are not capped.
Privacy
Meta refuses a form without a privacy policy link, so this field is required. The custom disclaimer is optional: a title, your legal text, and consent boxes that you can mark as required.
Tracking parameters
Hidden name and value pairs sent with every lead, for example source and meta_leads, so your CRM knows where a lead came from. A parameter cannot share its name with a question. Questions are stored under names such as email, full_name, or a short version of your own question text.
View, duplicate, archive, reactivate
On Ad Launcher, then Instant Forms, each form has three actions.
View shows the whole form without changing it: its questions, privacy policy, thank-you screen and settings. Selecting the form’s name does the same.
Duplicate opens the builder filled in with the form’s content. Give the copy a new name, since Meta refuses two forms with the same name on one Page, change what you need, preview, and create. The copy keeps the internal names of the questions, so its leads arrive under the same field names as the original’s.
Archive removes the form from the list you pick from when building ads. Check first that no running ad still uses it. Turn on Show archived to see archived forms, where Reactivate brings one back.
Using the form in an ad
- Create a Leads campaign, and an ad set whose conversion location is Instant Forms or Website and Instant Forms. See Creating an Ad Set.
- In the ad sheet, pick the same Facebook Page on the row, then choose the form in the Instant Form column.
- Review and launch.
Plans and tasks
Instant Forms are on every plan. Creating, duplicating, archiving or reactivating a form uses one task. Previews and viewing a form use none.
What is not available
Conditional logic, where an answer decides the next question, exists only in Meta’s own interface: Meta does not open it to other apps. Appointment, store locator and national ID questions, and file downloads on the thank-you screen, are not built in Adsap yet. Build those forms in Meta; Adsap still lists them and lets you use them in ads.
Before its first form, a Page must accept Meta’s Lead Ads Terms. If it has not, Adsap tells you and gives the link for a Page admin.
Through the AI Copilot
Ask in one sentence: “Create an Instant Form on my brand Page asking for name, email and phone, and preview it first.” If you do not say which questions you want, the assistant asks.
The assistant uses the privacy policy link and the thank-you screen saved for the Page, and shows them to you in the preview. If the Page has no saved defaults, it asks you for them. It never makes them up. It creates the form only once you confirm, and it can also duplicate a form with changes, archive one, or read one back to you.
The tools behind it:
adsap_manage_instant_formcreates, duplicates, archives and reactivates.adsap_get_instant_formreads one form in full.