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Permissions for Lead Gen Forms | Marketing Solutions Help
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data-test-selector="heading-title"> Permissions for Lead Gen Forms </h2> <span class="hue-default-secondary-color t-14" data-test-selector="relativeTime-container"> Last updated: 2 months ago </span> </div> </div> <div class="page-width-content article-details-content"> <div class="article-details-content__main"> <article data-test-selector="article" data-article-source="urn:li:helpCenterArticle:(421620,LITHOGRAPH)"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Varying permissions are required on an ad account to view, create, or manage Lead Gen Forms. You'll also need LinkedIn Page admin to receive email notifications, download leads, or integrate your Lead Gen Form with your CRM.</p> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Review the chart below to see the actions available to you based on your ad account role. You’ll also be able to view if a Page admin role is needed to complete an action. </p> </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text-table" data-test-selector="preRenderedMarkup-container"> <table class="artdeco-table--striped"> <thead class="artdeco-table-header"> <tr class="artdeco-table-row"> <th class="artdeco-table-header"> </th> <th colspan="4" class="artdeco-table-header">Ad account roles </th> <th class="artdeco-table-header">Page admin roles</th> </tr> </thead> <tbody> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"> </td> <td colspan="2" class="artdeco-table-cell">Viewer or creative manager </td> <td colspan="2" class="artdeco-table-cell">Campaign manager or account manager </td> <td class="artdeco-table-cell">Lead Gen Forms manager, super admin, content admin, curator, or analyst </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><a rel="NOOPENER" href="https://www.linkedin.com/help/linkedin/answer/79853" target="_blank">View Lead Gen Forms</a></td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell">or</td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell"> </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><a rel="NOOPENER NOFOLLOW" href="https://www.linkedin.com/help/linkedin/answer/79634" target="_blank">Create Lead Gen Forms</a></td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell"> </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><a rel="NOOPENER" href="https://www.linkedin.com/help/linkedin/answer/112190" target="_blank">Edit Lead Gen Forms</a></td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell"> </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><a rel="NOOPENER NOFOLLOW" href="https://www.linkedin.com/help/linkedin/answer/79853" target="_blank">Duplicate Lead Gen Forms</a></td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell"> </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><a rel="NOOPENER" href="https://www.linkedin.com/help/linkedin/answer/95189" target="_blank">View performance reporting</a></td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell">or</td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell"> </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><a rel="NOOPENER NOFOLLOW" href="https://www.linkedin.com/help/linkedin/answer/94217" target="_blank">Send a test lead</a></td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell">or</td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell"> </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><a rel="NOOPENER" href="https://www.linkedin.com/help/lms/answer/a425750" target="_blank">Download leads</a></td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell">or</td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell"> </td> <td class="artdeco-table-cell"> </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"><a rel="NOOPENER NOFOLLOW" href="https://www.linkedin.com/help/linkedin/answer/79636" target="_blank">Integrate leads with a marketing automation/CRM system</a></td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell">or</td> <td class="artdeco-table-cell">✓</td> <td class="artdeco-table-cell">and</td> <td class="artdeco-table-cell">✓</td> </tr> </tbody> </table> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p><strong>Related Tasks</strong></p> </div> <ul class="article-content__unordered-list" data-test-selector="unorderedList-container"> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="https://www.linkedin.com/help/lms/answer/a417905" target="_self">Add a User to an Ad Account</a></p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="https://www.linkedin.com/help/lms/answer/a496075" target="_self">Edit User Permissions for an Ad Account</a></p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="/help/lms/answer/37594" target="_self">Add, Edit, or Remove Admins on Your LinkedIn Page</a></p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="/help/lms/answer/17481" target="_self">Request Admin Access to a LinkedIn Page</a></p> </div> </div> </li> </ul> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p><strong>Learn More</strong></p> </div> <ul class="article-content__unordered-list" data-test-selector="unorderedList-container"> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="/help/lms/answer/a425731" target="_self">User Roles and Permissions in Campaign Manager</a></p> </div> </div> </li> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="/help/lms/answer/4783" target="_self">LinkedIn Page Admin Roles</a></p> </div> </div> </li> </ul> </article> <section class="people-also-viewed"> <h3 class="people-also-viewed__header t-bold t-black t-20">People also viewed</h3> <ul class="people-also-viewed__article-list"> <li class="people-also-viewed__article-list-item" data-test-selector="people-also-viewed-article-list-item"> <div class="collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-25xdo" aria-expanded="false" class="collapsible__trigger plain-button people-also-viewed__collapsible-trigger" data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-open people-also-viewed__article-title" data-test-selector="people-also-viewed-article-title"> View and download leads, metrics, and analytics for Lead Gen Form campaigns </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-25xdo" class="collapsible__body people-also-viewed__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Once you’ve launched a Lead generation campaign, you can download your leads and measure the impact of your campaign by viewing metrics like completion rate, cost per lead, and more. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To view lead performance data or ads associated with a lead gen form, you’ll need Viewer access or higher on the ad account. To download leads, you’ll need Viewer access on the ad account and one of the following Page roles: </p> </div> <ul class="article-content__unordered-list" data-test-selector="unorderedList-container"> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Page admin (super admin, content admin, curator, or analyst) </p> </div> </div> </li> </ul> </div> <div class="collapsible__body-footer"> <a href="/help/lms/answer/a425750?trk=hc-articlePage-peopleAlsoViewed" class="people-also-viewed__article-link" data-test-selector="people-also-viewed-article-link" aria-label="Read help article “View and download leads, metrics, and analytics for Lead Gen Form campaigns”"> Read more <li-icon class="people-also-viewed__article-link-icon svg-icon" size="small" aria-hidden="true" type="arrow-right-icon"></li-icon> </a> </div> </div> </div> </li> <li class="people-also-viewed__article-list-item" data-test-selector="people-also-viewed-article-list-item"> <div class="collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-3svdt" aria-expanded="false" class="collapsible__trigger plain-button people-also-viewed__collapsible-trigger" data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-open people-also-viewed__article-title" data-test-selector="people-also-viewed-article-title"> Send a Test Lead in Campaign Manager </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-3svdt" class="collapsible__body people-also-viewed__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>You can send test leads through Lead Gen Forms to ensure the data is captured and available in the Download Lead report. It's useful to test Lead Gen Forms when integrating them with your marketing automation or CRM provider to verify the integration process has been successful.</p> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p><strong>Note:</strong> You’ll need Viewer access or higher to send test leads in Campaign Manager. To download test leads, you’ll also need Page admin (super admin, content admin, curator, or analyst) or Lead Gen Forms Manager access on the LinkedIn Page associated with the ad account.</p> </div> </div> <div class="collapsible__body-footer"> <a href="/help/lms/answer/a420737?trk=hc-articlePage-peopleAlsoViewed" class="people-also-viewed__article-link" data-test-selector="people-also-viewed-article-link" aria-label="Read help article “Send a Test Lead in Campaign Manager”"> Read more <li-icon class="people-also-viewed__article-link-icon svg-icon" size="small" aria-hidden="true" type="arrow-right-icon"></li-icon> </a> </div> </div> </div> </li> <li class="people-also-viewed__article-list-item" data-test-selector="people-also-viewed-article-list-item"> <div class="collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-42fsg" aria-expanded="false" class="collapsible__trigger plain-button people-also-viewed__collapsible-trigger" data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-open people-also-viewed__article-title" data-test-selector="people-also-viewed-article-title"> Integrate Lead Gen Forms with your marketing automation/CRM system </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-42fsg" class="collapsible__body people-also-viewed__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>If you use a specific marketing automation or CRM platform to manage your leads, you might be able to integrate your Lead Gen Forms with your marketing automation or CRM provider. This integration allows you to automatically leverage the platforms you already have set up.</p> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>If we don't support your marketing automation or CRM platform at this time, you can download a list of your leads as a CSV file in Campaign Manager and manually upload it to your database. </p> </div> </div> <div class="collapsible__body-footer"> <a href="/help/lms/answer/a425316?trk=hc-articlePage-peopleAlsoViewed" class="people-also-viewed__article-link" data-test-selector="people-also-viewed-article-link" aria-label="Read help article “Integrate Lead Gen Forms with your marketing automation/CRM system”"> Read more <li-icon class="people-also-viewed__article-link-icon svg-icon" size="small" aria-hidden="true" type="arrow-right-icon"></li-icon> </a> </div> </div> </div> </li> <li class="people-also-viewed__article-list-item" data-test-selector="people-also-viewed-article-list-item"> <div class="collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-fibm7" aria-expanded="false" class="collapsible__trigger plain-button people-also-viewed__collapsible-trigger" data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-open people-also-viewed__article-title" data-test-selector="people-also-viewed-article-title"> Lead Gen Form specifications </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-fibm7" class="collapsible__body people-also-viewed__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Lead Gen Forms are templates that you can attach to a single image, carousel image, video, message, document, or conversation ad to collect information from the member if they click on the call-to-action button. The form is automatically filled with the member’s contact and profile information.</p> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p><strong>Learn more</strong></p> </div> <ul class="article-content__unordered-list" data-test-selector="unorderedList-container"> <li class="article-content__unordered-list-item t-14"> <div class="article-content__unordered-list-item-wrapper" data-test-selector="unorderedListItem-wrapper"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p><a rel="" href="https://www.linkedin.com/help/lms/answer/a420012/" target="_self">Lead Gen Form Privacy Policy</a></p> </div> </div> </li> </ul> </div> <div class="collapsible__body-footer"> <a href="/help/lms/answer/a423364?trk=hc-articlePage-peopleAlsoViewed" class="people-also-viewed__article-link" data-test-selector="people-also-viewed-article-link" aria-label="Read help article “Lead Gen Form specifications”"> Read more <li-icon class="people-also-viewed__article-link-icon svg-icon" size="small" aria-hidden="true" type="arrow-right-icon"></li-icon> </a> </div> </div> </div> </li> <li class="people-also-viewed__article-list-item" data-test-selector="people-also-viewed-article-list-item"> <div class="collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-xk296" aria-expanded="false" class="collapsible__trigger plain-button people-also-viewed__collapsible-trigger" data-test-selector="collapsible-trigger" type="button"> <span class="t-16 t-open people-also-viewed__article-title" data-test-selector="people-also-viewed-article-title"> Receiving quick reply InMail messages from candidates </span> <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-xk296" class="collapsible__body people-also-viewed__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>We’ve recently updated the candidate InMail experience to provide quicker and clearer responses to InMail messages with one-click reply buttons. Candidates can now accept or decline your InMail message with a quick reply before responding to your message with additional details. Because of this, when a candidate responds with only the <strong>No thanks</strong> or <strong>Yes</strong> quick reply and no text, the InMail message notification you receive won’t show any additional information.</p> </div> </div> <div class="collapsible__body-footer"> <a href="/help/lms/answer/a414465?trk=hc-articlePage-peopleAlsoViewed" class="people-also-viewed__article-link" data-test-selector="people-also-viewed-article-link" aria-label="Read help article “Receiving quick reply InMail messages from candidates”"> Read more <li-icon class="people-also-viewed__article-link-icon svg-icon" size="small" aria-hidden="true" type="arrow-right-icon"></li-icon> </a> </div> </div> </div> </li> </ul> </section> <!----> <div class="placeholder " id="helpfulness-rating"> </div> </div> <div class="article-details-content__delimiter"></div> <aside class="article-details-content__aside"> <div class="article-details-content__tags"> <h3 id="tagged-header" class="hue-web__header--aside t-bold t-16" data-test-selector="topicTags-header"> Tagged in </h3> <ul class="pill-list article-page-pill-list hue-artdeco-pill" data-test-selector="topicTags-container"> <li class="pill-list__item" id="topic-link-a136072" data-test-selector="topicTags-list-item"> <a class="pill basePadding label" href="/help/lms/topic/a136072" data-test-selector="topic-tag-link" aria-describedby="tagged-header"> <span data-test-selector="topicTags-title-a136072"> Lead Gen Forms </span> </a> </li> </ul> </div> <!----><!----><!----> </aside> </div> <!----> </div> </main> <div class="placeholder " id="toasts__wormhole" data-inert-toggle-target="me-menu-inert-toggle-target"> </div> <footer class="global-footer" data-inert-toggle-target="me-menu-inert-toggle-target" data-component-selector="global-footer" data-test-id="global-footer" role="contentinfo"> <div class="global-footer__upper-row-wrapper"> <div class="page-width-content"> <ul class="global-footer__upper-row-items t-12 t-black"> <li class="global-footer__upper-row-item global-footer__logo"> <a class="global-footer__upper-row-item-link" href="https://www.linkedin.com"> <li-icon size="14dp" color="brand" tabindex="-1" aria-hidden="true" type="linkedin-logo"></li-icon> <span class="visually-hidden">LinkedIn</span> </a> </li> <li class="global-footer__upper-row-item "> <a class="global-footer__upper-row-item-link" data-test-id="footer-contact-us" href="https://www.linkedin.com/help/lms/ask"> Contact us </a> </li> <!----> <!----> <!----> <!----> <li class="global-footer__upper-row-item global-footer__language-switcher-wrapper"> <form action method="GET" class="language-switcher__form"> <!----> <label class="language-switcher__select-label"> <span class="visually-hidden">Select a language. 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