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Lead Form Conditional Logic — Recording Script

Script for the Loom Sean is recording for Tasneem on how to set up conditional logic in a Facebook lead form. Companion to Lead Form Standard Questions (the static reference) and Media Buyer Launch Playbook § 4 (where this fits in the full launch flow).

Estimated recording time: 4–6 minutes. Aim for a single take — re-record only if a step is wrong, not for polish.

Setup before you hit record: - Open Facebook Ads Manager → an existing form (Multi-Point or GoEcho — anything that already has conditional logic set up, as a reference) - Open a fresh blank form in another tab — this is the one you'll demo on - Close Discord, Slack, email tabs (clean recorder) - Use Loom — name the recording Lead Form Conditional Logic Setup — for Tasneem (2026-05-13)

Script

NOTE

Two columns: Say = what you say out loud. Do = what you click / what's happening on screen. Aim for natural delivery — these aren't lines to memorize, they're a track to follow.

# Say Do
1 "Hey Tasneem, this is the walkthrough I promised on conditional logic for lead forms. I'm going to build a brand-new form from scratch so you see every step. Should be under five minutes." Show the blank form in Facebook Ads Manager.
2 "First thing — when you create a new form, set the format to Optimized Flexible. This is relatively new, and unless I hear otherwise, this is what we're defaulting to." Click the format dropdown, select Optimized Flexible.
3 "In the intro section, I always turn Background image on. The reason: when someone clicks the ad and lands on the form, the same background image gives them a 'I'm still in the right place' feeling instead of feeling yanked somewhere new." Toggle Background image ON.
4 "The headline matches what the ad says — don't mystery-box this. If the ad says 'Starting at $7,997 HVAC Replacement', the form headline says the same thing. We're reinforcing, not surprising." Type a sample headline (HVAC Replacement Starting at $7,997 + 10-Yr Warranty).
5 "Description is also standard — paste this exact text: 'We'll use your info to schedule your estimate. Please confirm your phone number is correct.' Same copy every time." Paste description: We'll use your info to schedule your estimate. Please confirm your phone number is correct.
6 "Now — this part matters for conditional logic. Add the contact fields BEFORE the qualifier questions, in this exact order: Full Name, Phone, Email, Zip Code. All required." Add the four fields one at a time, in order. Show each is set to required.
7 "Note I'm using zip code, not postal code — US convention. Postal code is the European version." Hover over zip code field briefly.
8 "Now we add the qualifier questions. First — and this part you'll generate per client using the location prompt I sent you — the homeowner-in-area question. The question text changes per client, but the answers are always the same: 'Yes, I am' and 'No'. I'll type a generic version for the demo." Add Question 1: Are you a homeowner in [Region]? with two answers: Yes, I am / No.
9 "Second question — what do you need help with. Three options: replace current system, install in a new home or area, or repair AC or furnace. We're going to disqualify repair leads, but you have to set them up first before you can route them." Add Question 2: What do you need help with? with three answers: Replace my current HVAC system, Install HVAC in a new home/area, Repair my AC or furnace.
10 "OK — now the questions are in place. This is where conditional logic comes in. Toggle it on." Click the Conditional Logic toggle to ON.
11 "Watch what happens — for each answer, you now see dropdowns appear. We need to map each answer to either 'Go to next question', 'Submit form', or 'Close form'." Show the new dropdowns next to each answer.
12 "Question 1, 'Yes, I am' — go to next question. 'No' — close form. That disqualifies anyone outside the service area right at the location step." Set Q1 "Yes, I am" → Next question. Set Q1 "No" → Close form.
13 "Question 2 — 'Replace my current HVAC system' → submit form, end page E1. 'Install HVAC in a new home/area' → same thing, submit form E1. 'Repair my AC or furnace' → close form. We disqualify repair leads by default. The only exception is if a retainer client has explicitly said they want repairs, which Griffin would have noted in the channel." Set Q2 "Replace my current HVAC system" → Submit form, E1. Set Q2 "Install HVAC in a new home/area" → Submit form, E1. Set Q2 "Repair my AC or furnace" → Close form.
14 "Just to recap what we did: the 'Close form' answers send people to the disqualified end page — which I'll show in a sec is just Facebook.com. The 'Submit form' answers send qualified leads to E1, which is the scheduling page Mohamed sets up." Pause briefly, scroll through to show the routing.
15a "End page setup. For E1 — the qualified page — the headline is always ONE LAST STEP! in caps. I'll paste the exact body copy in a second." Type the headline ONE LAST STEP!.
15b "The body is three steps plus a call-out. Step one — you'll receive a text message from us. Step two — reply 'Yes' to confirm your phone number. Step three — once confirmed, we'll schedule your FREE quote. Then below that: 'In a hurry to get started? Click "Hold My Spot" below to pick your preferred time. We'll call to confirm it.' Note the 'Hold My Spot' in the body uses Unicode bold characters so it stands out — copy those directly from the sheet I'm sending, don't retype them." Paste body text exactly:
1. You will receive a Text Message from us

2. Reply "Yes" to confirm your phone number

3. Once confirmed, we will schedule your FREE quote.

In a hurry to get started? Click "𝗛𝗼𝗹𝗱 𝗠𝘆 𝗦𝗽𝗼𝘁" below to pick your preferred time. We'll call to confirm it.
15c "CTA button label is HOLD MY SPOT — all caps. And the CTA destination is the client's scheduling page on .directestimatepro.com/schedule-appointment. That exact URL comes from Griffin's announcement in the Discord channel — don't make it up, copy it from there." Set CTA button to HOLD MY SPOT. Paste sample destination URL.
16 "For the disqualified end page, the destination is literally https://www.facebook.com/. I know it looks weird, but the reason is: we don't want disqualified people calling the client. If they're out of range or only need a repair, sending them back to their feed is the cleanest move." Set E2 destination to https://www.facebook.com/.
17 "Privacy policy — same link for every client because every form uses a .directestimatepro.com subdomain. It's https://test.directestimatepro.com/privacy-policy. I'll have it in the sheet." Paste privacy policy URL: https://test.directestimatepro.com/privacy-policy.
18 "One more thing — turn on 'Start Conversations on Messenger'. It's off by default. This lets leads continue the convo on Messenger if they want." Toggle Start Conversations on Messenger to ON.
19 "Save the form with the naming convention — company initials, location, niche, offer type, version. So this one would be something like GE_Vegas_HVAC_StartingAt7997_1.0. Full naming rules are in the sheet, including when to bump 1.0 to 1.1 versus 2.0." Save with sample name.
20 "Then map the fields in GoHighLevel — I know they moved Form Field Mapping, that's the new location. You go to the three-dot menu on the integration, click Form Field Mapping, map service area and project scope to the GHL contact fields, save. Once that's done, ping Mohamed in the channel that the form is ready for automation." Show the GHL Form Field Mapping location (if open in another tab).
21 "That's the full walkthrough. Any questions, ping me on Discord. The big things to remember: questions added BEFORE conditional logic is toggled on, repair is DQ by default, messenger conversations stays on, and naming convention is locked." End.

After recording — checklist

Updated 2026-07-07 · Click any Copy button to grab the exact text.