How to Edit LinkedIn Ad Form: A Step-by-Step Guide

If you have a business no matter how small, you will need to constantly run ads to attract customers and also make sure your business stay afloat. Leveraging LinkedIn’s advanced advertising features can significantly bolster your lead-generation efforts.

A pinnacle tool within this suite is the LinkedIn Lead Gen Form, which simplifies the collection of profile information, ensuring a smooth transition of potential leads into your CRM platform.

Understanding how to edit LinkedIn ad forms is crucial for optimizing your ad campaigns and ensuring they resonate with your target audience while adhering to advertising guidelines. This process enhances the effectiveness of your Sponsored Content.

It allows for customizing form fields, including adding custom questions or hidden fields, to improve lead quality and alignment with your marketing objectives. The lead generation process is not just a task, but a significant impact on your business.

As you navigate through this guide, you’ll embark on a strategic journey, starting with accessing the Campaign Manager, the central hub for managing your LinkedIn advertising efforts.

You’ll learn how to select and edit your LinkedIn ad form to align with your ad campaign’s specific needs, from customizing the introductory message and thank you message to ensuring that pre-filled forms include the most relevant offer details.

Further along, we’ll delve into the strategic customization of ad form fields, such as adding work email validation for better lead quality and editing the offer headline for more transparent communication.

The process of saving and reviewing changes ensures that your edits are reflected accurately, maintaining the integrity of your LinkedIn Lead Gen Form.

This guide aims to navigate you through the nuances of form editing, targeting the enhancement of your ad review process and, ultimately, the success of your lead generation efforts on LinkedIn.

Accessing LinkedIn Campaign Manager

To begin managing your LinkedIn ad campaigns, you must first access the Campaign Manager. This platform empowers you to design and oversee, and analyze LinkedIn advertising efforts. Here’s a straightforward guide on how to navigate to and within the Campaign Manager.

To access the Campaign Manager from your LinkedIn homepage, follow these steps:

  1. Click the Work icon located at the top-right corner of your LinkedIn homepage.
  2. Select Advertise from the dropdown menu. If you do not see Advertise immediately, it may appear to the right of the Work dropdown. In this case, click the Advertise icon in the navigation bar.
  3. If in the case you are a new advertiser, on login it a welcome screen will appear directing you where you can create a new ad account. Use the same email address and password that you use for your personal LinkedIn account if prompted to sign in to Campaign Manager.
  4. For existing advertisers, you will be directed to the overview page of the last ad account you accessed. From here, you can manage your current campaigns or create new ones.
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Switching Accounts if Necessary

If you need to manage multiple ad accounts or switch between them, follow these steps to ensure you’re in the correct account to effectively manage and customize your LinkedIn ad campaigns:

  1. Sign in to Campaign Manager.
  2. Select the account name located in the top-left section of the page..
  3. You can select the account name directly from the dropdown menu or click View All Accounts at the bottom left to see your accounts.
  4. This action will switch you to the selected account where you can continue managing your campaigns.

These steps ensure that you are in the correct account and can effectively manage and customize your LinkedIn ad campaigns, enhancing your lead generation and advertising strategies.

Selecting and Editing Your LinkedIn Ad Form

To effectively manage your LinkedIn Lead Gen Forms and enhance your ad campaigns, follow these detailed steps:

Finding the Right Ad Form

Begin by signing into your Campaign Manager. Switch accounts in one touch by clicking the account name in the upper-left corner and selecting the appropriate account from the dropdown menu.

Navigate to the Assets section in the left menu and click Lead Gen Forms. Here, you can view all the forms associated with your account. Check the number in the Associations column to identify how many ads are linked to each form.

Hover over the number to see details of the associated ads and campaigns, providing insight into which form best suits your current needs.

Opening the Ad Form Editor

Once you have selected the appropriate Lead Gen Form, click the Actions icon next to it and choose Edit. This will open the editor, where you can modify various aspects of the form. Depending on whether your form is linked to an active campaign, you may have different editing capabilities:

  • Not associated with an active campaign: You can edit all fields except the form language.
  • Associated with a Sponsored Content ad in an active campaign: Editable fields include the offer headline, offer details, privacy policy URL and text, confirmation message, landing page URL, thank you message call-to-action, and work email validation.

When editing fields such as the work email, you can enable the Validate work email checkbox, which helps filter out common personal email addresses and enhances the quality of the leads collected.

After making the necessary changes, click Save. Any modifications to active Lead Gen Forms will require the form to be resubmitted for review. This may temporarily pause the serving of associated ads until the form is approved, ensuring compliance with LinkedIn’s advertising guidelines.

Customizing Ad Form Fields

Adding, Removing, or Rearranging Fields

When customizing your LinkedIn Lead Gen Form, you can tailor the form fields to suit your campaign’s objectives better. To add a new field, navigate to the form editor within your Campaign Manager and select Add Field.

You can choose from various predefined field options or create a custom field to capture specific information crucial for your lead generation efforts.

If a field is no longer relevant, you may now remove it just by clicking on the Remove option next to it in the editor. This helps keep your form streamlined and focused on gathering only the essential information.

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Rearranging the order of the fields is straightforward. Drag and drop the fields within the form editor to position them in the order you believe will be most logical and engaging for the respondents. The arrangement of fields can significantly impact the user experience and the completion rate of your form.

Setting Up Custom Questions and Introductory Message

Setting up custom questions is critical to engaging your audience effectively. In the form editor, select Add Custom Question to insert queries tailored to your specific needs. This feature will let you gain deeper insights into your audience, providing valuable data that can be used to refine your marketing strategies.

The introductory message is your first interaction with potential leads; hence, it should be compelling and welcoming.

You can craft a personalized introductory message in the form editor that aligns with your brand voice and campaign objectives. This message should set the tone for the interaction and encourage users to complete the form.

By customizing the ad form fields, including adding, removing, or rearranging fields, and setting up custom questions and an engaging introductory message, you enhance the effectiveness of your LinkedIn Lead Gen Forms. This customization improves the user experience and boosts the quality of the generated leads, aligning them more closely with your business needs.

Saving and Reviewing Changes

Once you have made the necessary edits to your LinkedIn Lead Gen Form, the next crucial steps are to save and ensure that these changes are reviewed and approved. Here’s how to effectively manage this process:

Verifying Edits

Before submitting your form for review, verify all the changes you’ve made. Making sure that the edits are really good, accurate and meet your campaign’s requirements.

This includes checking the offer headline, offer details, privacy policy information, and custom fields like work email validation.

If your form is not associated with an active campaign, you have the flexibility to edit all fields except the form language.

  1. Sign in to your Campaign Manager.
  2. Navigate to the Assets section and select Lead Gen Forms.
  3. Locate the form you’ve edited and use the Actions icon to review your changes.
  4. Carefully check each section, particularly the Form Details and Confirmation, to ensure all modifications are correctly applied.

Submitting for Review

After verifying the edits, the next step is to submit the form for review. This is essential as any active Lead Gen Forms linked to ongoing campaigns must be approved again to ensure compliance with LinkedIn’s advertising guidelines.

  1. Once satisfied with the edits, click Save to update the form.
  2. The form will automatically be resubmitted for ad review. Note that ads linked to the form might temporarily stop serving until approval is granted.
  3. If the form is not working, you will receive an email notification. This email will detail the reasons for non-approval and provide links for editing the form or submitting a new variation in compliance with advertising policies.

It’s essential to allow at least 48 hours for the review process before your campaign goes live, especially if it’s time-sensitive. This buffer ensures that you have ample time to make any necessary adjustments based on the review team’s feedback.

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By following these steps, you can ensure that your LinkedIn Lead Gen Forms are tailored to your marketing needs, aligned with professional standards, and ready to capture quality leads efficiently.

Conclusion

Throughout this guide, we navigated the intricacies of editing and optimizing LinkedIn Lead Gen Forms, a crucial component in the toolkit of digital marketers aiming to streamline lead collection and enhance ad campaign effectiveness.

From the initial steps of accessing and navigating the LinkedIn Campaign Manager to the detailed process of customizing ad forms to suit your campaign objectives better—each phase was designed to equip you with the knowledge to improve lead quality and ensure alignment with your marketing goals.

The significance of verifying and submitting your forms for review underlines the commitment to maintain compliance with LinkedIn’s advertising guidelines, ensuring that your efforts yield the best possible outcomes.

The journey through these steps emphasizes the technical aspects of managing LinkedIn ads and the strategic benefits of customizing your approach to lead generation on the platform.

By following this step-by-step guide, marketers are better positioned to create engaging, effective campaigns that resonate with their target audience.

The broader implications of applying these practices include improved lead quality, enhanced ad relevance, and a more substantial impact on your marketing objectives.

As we conclude, remember that the continuous evolution of digital marketing platforms like LinkedIn demands ongoing learning and adaptation, suggesting a landscape ripe with opportunities for those who invest in mastering these tools.

FAQs

1. How can I modify my LinkedIn ad form after it has been created?

Once a campaign is live you cannot alter a campaign’s objective or ad format once it is live. However, you can edit other campaign details by signing into Campaign Manager.

If you’re working under multiple accounts, click the account name at the page’s top-left corner and then hoose the appropriate one from that will be shown from the dropdown menu to make your changes.

2. Is it possible to change a LinkedIn ad after posting it?

Editing options vary depending on the ad format. You can edit Direct Sponsored Content through Campaign Manager while the campaign is active.

However, once a campaign has concluded, Sponsored Content creatives cannot be modified. Sponsored Page posts might be editable directly from the LinkedIn Page.

3. What are the steps to create LinkedIn ads?

To create LinkedIn ads, follow these five steps using LinkedIn Campaign Manager:

  1. Choose your campaign objective (awareness, consideration, or conversions).
  2. Select your targeting criteria.
  3. Choose an ad format (such as sponsored content, message ads, dynamic ads, or text ads).
  4. Set your ad budget.
  5. Evaluate and gauge the effectiveness of your advertisement.

4. How do I edit a campaign draft on LinkedIn?

To edit a campaign draft, go to the Campaigns tab, hover over the campaign name, and click on Edit. You can scroll to the section you wish to update and make changes there. Note that the campaign objective cannot be changed once launched.

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