Leads Not Appearing in UpHex Leads Center Despite Showing in Client Metrics
Users may encounter a situation where the "Client Metrics" tab in UpHex indicates leads/results, but the Leads Center remains empty. This guide addresses this discrepancy.
About the UpHex Leads Center:
The Leads Center in UpHex now supports multiple views (Table, Cards, and Board/Kanban), CSV export, manual lead creation, and lead syncing. If leads are showing in Client Metrics but not in the Leads Center, the issue is typically related to Facebook permissions rather than the Leads Center itself.
Troubleshooting Steps:
Verify Facebook Forms Library:
If you haven't enabled UpHex Leads Center, your leads will reside in the Facebook Forms Library. To access them:
Check CRM Integrations:
On the Facebook Forms Library page, look at the "CRM Integrations" section.
Ensure "Ads Launcher" is listed. If absent, follow these steps:
Go to https://business.facebook.com/latest/settings/leads_access
Assign the "Ads Launcher" CRM access to the relevant client Facebook page.
Try Syncing Leads:
In the UpHex Leads Center, click the Sync Leads button to trigger a manual lead sync. This can pull in leads that may not have been automatically fetched.
Understanding Facebook Permissions:
Facebook has complex permission settings. Clients may add additional security layers to lead generation forms, which can disrupt the flow of leads into UpHex. If the above steps don't resolve the issue, consider reviewing Facebook permissions with your client.
Additional Support:
If you still don't see your leads in the UpHex Leads Center, don't hesitate to contact UpHex support. Provide the following information:
Client name
Affected campaign details
Screenshots demonstrating the issue (if possible)