This session walks through a complete system for turning Meta (Facebook) lead form leads into appointments and sales with automated follow-up mail. It opens with a live look at a running lead form campaign that generated 154 leads at about $2.82 each, then explains the core problem: mobile users tap through these forms quickly, get distracted, and often never take the next step — even though their contact info is now in hand.
The fix demonstrated here is to route every new lead into a CRM and a thanks.io mailing list using Zapier, then let automated campaign logic send a short drip of letters and postcards. The session also shows the next level of setup: using mail delivery events and QR code scans as triggers for texts, emails, and CRM tags, so the mail becomes the re-engagement engine for an otherwise forgettable lead. A viewer Q&A closes things out with practical guidance on note cards versus postcards, the monthly market update mailer, and co-marketing with partners like lenders.
What we cover
- How Meta lead form ads collect contact data and why many of those leads never follow through
- A real funnel example with cost-per-lead numbers and the quality questions that come with cheap leads
- Why postcard and letter follow-up converts distracted leads better than email or text alone
- Connecting Facebook lead ads to a CRM and to thanks.io with Zapier, plus options for building the workflow without Zapier
- Adding new leads to a thanks.io mailing list and mapping form fields step by step
- Building the automated drip: windowless letters, thank-you postcards, dynamic images, and message templates
- Using mail delivery and QR scans as triggers for texts, emails, and CRM tags
- Viewer Q&A: note card scripting, market update mailers, and co-marketing billing with partners
Chapters
- [0:00] Welcome and session overview
- [1:40] Inside a live Meta lead form campaign and its cost per lead
- [6:42] Why distracted leads need automated mail follow-up
- [7:44] Connecting lead ads to a CRM and thanks.io with Zapier
- [12:29] Adding recipients to a mailing list and mapping form fields
- [17:36] Building the automated drip campaign with letters and postcards
- [22:35] Postcard cost versus lead cost: mail as insurance on ad spend
- [23:22] Using mail delivery and QR scans as automation triggers
- [34:24] Q&A: note card scripting, postcards, and the market update mailer
- [41:02] Q&A: co-marketing with partners and shared billing
Browse the full replay archive at go.thanks.io/category/replays.
