Keith Cobb Asked:
“Is a Privacy Policy needed for a Facebook lead form?”
The Answer:
Yes, Facebook requires you to link to a privacy policy for your lead forms. This helps ensure compliance with their advertising policies and provides transparency to users about how their information will be used.
To meet this requirement, you can create a simple privacy policy page using Agent CRM.
How to Create a Privacy Policy Page in Agent CRM
- Create a New Funnel Page:
- Log in to Agent CRM.
- Navigate to Funnels and create a new funnel with a single page.
- Add Privacy Policy Text:
- Search online for a template by Googling “Facebook Privacy Policy template.”
- Copy the text and paste it into the content section of your funnel page.
- Ensure it includes details about how you handle data collection, storage, and usage.
- Publish and Copy the Link:
- Publish the funnel page and copy the link.
- Use this link in your Facebook lead form setup.
Why It’s Important
Having a privacy policy not only complies with Facebook’s requirements but also builds trust with your leads. It reassures them that their personal information is handled responsibly.
Additional Resources
For more tips on using funnels in Agent CRM, explore these helpful blog posts:
- Blog Post: Navigating Meta Ads Restrictions for Insurance Agents (Facebook and Instagram Marketing Updates)
- Blog Post: Step-by-Step Guide: Following Up with Facebook Leads Interested in Annuities
Watch and Learn
For a video walkthrough on creating funnels in Agent CRM:
