Lead forms and leads

Make a lead form

Open the Ads Manager, choose Lead forms, then New lead form. You can also make one while you build an ad: in Destination choose A lead form, then + Create lead form.

1. 1Form name: only your team sees it.
2. 2Headline: the title of the form, for example Get the NEET 2027 batch brochure.
3. 3Introduction (optional): a few lines about what the learner gets.
4. 4Questions: a new form starts with Full name, Email and Phone number. Pick a type and choose Add question to add more. Tick or untick Required for each one, and use the arrows to change the order.
5. 5Privacy policy link: required. A web address starting with https:// for your own privacy policy. Learners see it next to the consent line before they send the form.
6. 6After they submit: a Title and Message for the thank-you screen, and if you like a Website button (optional) that opens your website.
7. 7Open the Preview tab to see exactly what learners will see.
8. 8Choose Create form.

A form can have 1 to 10 questions. Answers can be up to 300 characters.

Use the form in an ad

1. 1In the Ad step of a campaign, choose the Single image or video format.
2. 2Under Destination, choose A lead form.
3. 3Pick your form from the list, or choose + Create lead form.
4. 4Save and publish the campaign as usual.

With the Leads objective, the ad set's goal is leads, a result is a submitted form, and the button starts as Sign up (you can change it). Carousel cards cannot open a lead form.

There is no separate charge for a lead. The ad set pays for impressions in the usual way; see Ad budget, balance and billing.

What the learner sees

• Tapping your ad opens the form over the screen, with your headline, your advertiser name and your introduction.
• Answers Sikhami can take from their profile (name, email, phone, city, state and exam) are filled in, with the note: We filled in what we could from your profile. Check it and change anything you like.
• Under the questions they read: By submitting, you share this information with your advertiser name, with a link to your privacy policy, and that their answers are deleted from Sikhami after 90 days.
• Nothing is sent until they choose Submit. Closing the form sends nothing.
• After sending, they see your thank-you title and message, and Visit website if you added a website button.

If the form has been archived, they see This form is no longer taking responses.

See and download your leads

1. 1Open the Ads Manager and choose Lead forms.
2. 2Open the Leads tab.
3. 3Choose All forms or one form. The table shows when each lead was received, the answers, and the date it will be deleted.
4. 4Choose Download CSV to save the leads you are looking at as a spreadsheet file.

The file has one column per question, plus the time the form was sent (Indian time), the ad's ID and the lead's ID. When you download all forms together, answers to questions with the same wording go in the same column.

Admins and advertisers on the ad account get a New lead notification every time someone sends a form.

Leads contain people's names and contact details, so only admins and advertisers can see them. Analysts do not see the Leads tab. Only admins can Delete a lead, and a deleted lead cannot be brought back.

Edit or archive a form

• Edit: change an active form at any time. Leads you already have keep their answers.
• Preview: see the form as learners see it.
• Archive: ads that use the form stop collecting leads. Leads already received are kept until their 90 days are up.
• Forms are never deleted, only archived, and an archived form cannot be edited or used again.

Leads are deleted after 90 days

Every lead is deleted from Sikhami automatically 90 days after it arrives. The Deleted on column shows the date for each one. Download what you need to keep before then. This rule protects learners: they shared their details for one purpose, and Sikhami does not keep them for ever.

Looking after learners' data

A lead is personal data that a learner chose to share with you. Sikhami asks for your privacy policy on every form and shows it next to the consent line, so learners know what you will do with their details. Good practice:

• Use leads only for what your form and your privacy policy say, for example sending the brochure or calling about admission.
• Keep downloaded files safe, and share them only with the people who need them.
• Delete leads and files you no longer need.
• If a learner asks you to stop contacting them or to delete their details, do so.

Questions