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Send a Test Lead in Campaign Manager | Marketing Solutions Help
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data-test-selector="heading-title"> Send a Test Lead in Campaign Manager </h2> <span class="hue-default-secondary-color t-14" data-test-selector="relativeTime-container"> Last updated: 1 month 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:(420737,LITHOGRAPH)"> <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 class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To send a test lead:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Campaign Manager.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>If you need to switch accounts, click the account name in the upper-left corner of the page and select the correct account name from the dropdown.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click <strong>Assets</strong> on the left menu and select <strong>Lead Gen Forms</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click the <li-icon type="ellipsis-horizontal-icon"></li-icon> <strong>More</strong> icon to the right of the Lead Gen form and click <strong>Send Test Lead</strong> from the pop-up.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Fill in all the required fields (First name, last name, email address) and click <strong>Send</strong>.</p> </div> </li> </ol> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Alternatively, you can send a test lead by accessing the preview of the ad creative that has the Lead Gen Form attached to it in Campaign Manager and submitting your information through the preview or by clicking the linked text in the <strong>Ad Name</strong> column from the <strong>Ads</strong> tab. Sending a test lead from the <strong>Ads</strong> tab will include additional metadata such as the <em>ad_id</em> and <em>campaign_id</em> when you download your leads.<br> </p> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>To send a test lead from the <strong>Ads</strong> tab:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click <strong>Advertise</strong> on the left menu of Campaign Manager.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Select the campaign group and campaign name where the ad creative is saved with the Lead Gen Form you want to access.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Hover over your selected ad under the Ad name column and click <strong>Manage</strong>.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click the <li-icon type="ellipsis-horizontal-icon"></li-icon> <strong>More</strong> icon and select <strong>View</strong> to preview the ad in a pop-up modal.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click the call-to-action button in the preview to the test the Lead Gen Form.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Test the Lead Gen Form and click <strong>Submit</strong>.</p> </div> </li> </ol> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>You can view test leads submitted by downloading your leads and viewing the <strong>Test Lead</strong> column of the report. <strong>TRUE</strong> indicates a test lead; <strong>FALSE</strong> indicates a real lead.</p> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <strong>Notes:</strong> </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"> If there are no real leads or test leads generated from a form, the <strong>Downloads leads</strong> option will be greyed out for that Lead Form and the leads number will be 0. </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"> If you don’t have any real leads but you’ve successfully generated test leads, the leads number for the form will be listed as 0 but the <strong>Download leads</strong> option will be clickable for that form. </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>Sending a new test lead will overwrite your existing test lead.</p> </div> </div> </li> </ul> <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/campaignmanager/" target="_self">Sign in to 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="https://www.linkedin.com/help/lms/answer/a427102" target="_self">Create Lead Gen Forms</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/a425750" target="_self">View and download leads, metrics, and analytics for Lead Gen Form campaigns</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="https://www.linkedin.com/help/lms/answer/a423447" target="_self">LinkedIn Lead Gen Forms</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/79636" target="_self">Integrate Lead Gen Forms with your marketing automation or CRM provider</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-quk1m" 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"> Previewing Lead Gen Forms </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-quk1m" 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"> When you <a rel="" href="/help/lms/answer/79634">create a new Lead Gen Form</a>, you’ll see a live preview of your field selections in the right side of the Create Form page. The preview shows what members will see if they click on your ad’s CTA that directs them to the Lead Gen Form. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Once you’ve created and saved a Lead Gen Form, you can also preview the form from the Account Assets tab at the top of your account homepage. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> To preview a saved Lead Gen Form: </div> </div> <div class="collapsible__body-footer"> <a href="/help/lms/answer/a422661?trk=hc-articlePage-peopleAlsoViewed" class="people-also-viewed__article-link" data-test-selector="people-also-viewed-article-link" aria-label="Read help article “Previewing Lead Gen Forms”"> 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-6jlak" 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-6jlak" 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-o2srv" 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 Third-Party Integration – Troubleshooting </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-o2srv" 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"> If you edit your Lead Gen forms while in draft status, you must make changes to account, form, and field settings in your marketing automation or CRM platform to ensure new test leads sync successfully. Each CRM requires different actions to re-sync the forms. Find instructions below for many of our integration partners: </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> If you don’t see your marketing automation or CRM platform listed, contact your CRM’s support for help getting your new test leads to sync successfully. </div> </div> <div class="collapsible__body-footer"> <a href="/help/lms/answer/a426297?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 Third-Party Integration – Troubleshooting”"> 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-4fszi" 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"> Permissions for Lead Gen Forms </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-4fszi" 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>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" data-test-selector="preRenderedMarkup-container"> <p><strong>Related Tasks</strong></p> </div> </div> <div class="collapsible__body-footer"> <a href="/help/lms/answer/a421620?trk=hc-articlePage-peopleAlsoViewed" class="people-also-viewed__article-link" data-test-selector="people-also-viewed-article-link" aria-label="Read help article “Permissions for Lead Gen Forms”"> 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-4ck0d" 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-4ck0d" 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> </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-a139129" data-test-selector="topicTags-list-item"> <a class="pill basePadding label" href="/help/lms/topic/a139129" data-test-selector="topic-tag-link" aria-describedby="tagged-header"> <span data-test-selector="topicTags-title-a139129"> Manage Classic Campaigns </span> </a> </li> <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> <div class="related-articles"> <h3 id="related-articles" class="related-articles__header t-bold t-16" data-test-selector="relatedArticles-header"> Related articles </h3> <ul class="related-articles__list" data-test-selector="relatedArticles-container"> <li class="related-articles__list-item t-14" id="article-link-a427102" data-test-selector="relatedArticles-list-item"> <a href="/help/lms/answer/a427102" class="related-articles__link" data-test-selector="related-article-link" aria-describedby="related-articles"> <li-icon class="related-articles__icon" color size="small" type="document-icon"></li-icon> <span data-test-selector="relatedArticles-title-a427102"> Create Lead Gen Forms </span> </a> </li> <li class="related-articles__list-item t-14" id="article-link-a423173" data-test-selector="relatedArticles-list-item"> <a href="/help/lms/answer/a423173" class="related-articles__link" data-test-selector="related-article-link" aria-describedby="related-articles"> <li-icon class="related-articles__icon" color size="small" type="document-icon"></li-icon> <span data-test-selector="relatedArticles-title-a423173"> Create LinkedIn lead generation ad campaigns </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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