# Facebook Lead Ads implementation handoff

Complete this before launch. Blank means **Unknown**. Unknown does not mean No, zero, approved or ready.

## 1. Route and offer

- Route: INSTANT_FORM / WEBSITE / HYBRID
- Reason:
- Audience:
- Offer:
- Promised next action:
- Draft state: DRAFT_HOLD

## 2. Ad-to-form message contract

- Ad opening:
- Headline:
- CTA:
- Form or page introduction:
- Ending:
- Destination URL:

## 3. Selected route details

- Campaign ID, or explicit Unknown / Not applicable:
- Ad set ID, or explicit Unknown / Not applicable:
- Ad ID, or explicit Unknown / Not applicable:
- Facebook Page ID: Not applicable for a website-only route
- Instant Form ID: Not applicable for a website-only route
- Instant Form type: More volume / Higher intent / Rich creative / Not applicable
- Website URL: Not applicable for an Instant-Form-only route
- Inspected website headline:
- Inspected website action:
- Tracking parameters and attribution specification, or explicit Unknown / Not applicable:
- Form state: FORM_HOLD

## 4. Fields and qualification

Repeat one row for every collected field.

| Source field | Purpose | Destination | Type | Owner | Required? | Missing or invalid behavior |
| --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |

Repeat one row for every qualification question.

| Question | Options | Decision supported | Source | Destination | Type | Owner | Missing or invalid behavior |
| --- | --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |  |

## 5. Privacy, consent and ending

- Privacy-policy URL:
- Notice or custom disclaimer text:
- Approval owner:
- Approval state:
- Approval date, YYYY-MM-DD:
- Custom disclaimer destination field:
- Custom disclaimer response type:
- Ending destination inspected headline and action:

Missing privacy URL, approval or owner keeps Form state on Hold.

## 6. CRM handoff

- Destination:
- Record owner:
- Deduplication rule:
- Response target, clock and timezone:
- Failure owner:
- Escalation path:
- CRM state: CRM_HOLD

| Source | Destination | Type | Transformation | Missing or invalid behavior |
| --- | --- | --- | --- | --- |
| Meta lead ID |  |  |  |  |
| Page ID |  |  |  |  |
| Form ID |  |  |  |  |
| Ad and ad set IDs |  |  |  |  |
| Created time |  |  |  |  |
|  |  |  |  |  |

## 7. Test states

- Transport state: TRANSPORT_HOLD
- Source-origin state: SOURCE_ORIGIN_HOLD
- Source-origin test owner:
- Launch state: LAUNCH_HOLD

Run the transport test and complete the separate delivery receipt. Keep source-origin verification on Hold until a controlled submission travels through the selected real source path and is read back in the destination.
For HYBRID, complete independent instant_form and website transport and selected-source-origin branch records. Each branch needs its own exact map sent/read-back values, string source/destination IDs, timezone-aware timestamps and latency, expected/observed owner, duplicate outcome, selected source path and proof. A passing branch cannot supply evidence for the other.

## 8. Open requests

List each missing value as a stable request with field, owner and exact action. Never replace an approval, destination, owner or observed result with a guess.