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06.08 Build a Higher intent instant form with qualifying questions and consent

06.08

Build a Higher intent instant form with qualifying questions and consent

Create a Higher intent instant form with three qualifying questions, your privacy policy, a contact consent disclaimer and a completion screen that sets expectations.

40 minMatches official docsChecked 2026-10-20

Video walkthrough

Coming soonThe form that filters: Higher intent, three questions, clear consent
It will cover
  1. More volume vs Higher intent, and why Realtors want the review screen
  2. Three questions that qualify without touching protected characteristics
  3. Privacy policy and the consent disclaimer for calls and texts
  4. A completion screen that tells the lead exactly what happens next
  5. Why the form locks once finished, and how to change it later
This chapter is complete without it. Every step is written out on this page.

What you're building

An instant form named SELLER_HI_v1 (or BUYER_HI_v1) with form type Higher intent, an intro, three qualifying custom questions plus name, phone and email, your privacy policy URL, a custom disclaimer with a consent checkbox, and an ending screen that names who will call and when.

Why it matters

Meta describes Higher intent forms as adding inline context under contact fields saying the business may follow up, and an extra review screen where people confirm their information. Meta suggests it when each lead needs follow-up or further qualification, which is every Realtor lead. Fewer accidental submissions mean fewer wrong numbers and less time wasted by whoever calls.

The questions do the first round of qualifying for you, and the consent disclaimer documents that the person agreed to be called and texted about this specific request.

What you need

  • A privacy policy page on your website (a web page, not a PDF). Meta's help suggests it cover what you collect, how you use and share it, how people can review or delete it, and how to contact you
  • Your qualification rule from chapter 1
  • Your speed target and business hours from chapter 1
  • Consent wording reviewed by your broker or attorney, especially if you will text leads

Time and cost

Time
40 minutes
Cost
$0

Attorney review of consent language, if you choose it, is a separate cost.

Step by step

  1. Open the form builder from the ad

    In your first draft ad, find the Instant form section and click Create form. Build the form in Ads Manager, not Meta Business Suite: Meta notes that custom questions, conditional answers and phone verification are only available when the form is created in Ads Manager. Name it SELLER_HI_v1. Keep form names under 64 characters, because Follow Up Boss does not create a tag for longer form names.

    Check: The form builder is open and the form name is set.

  2. Set Form type to Higher intent

    In Form type, change the default More volume to Higher intent. Meta states a Higher intent form only delivers to Facebook Feed and Instagram feed on mobile devices, not desktop.

    Check: Form type reads Higher intent.

  3. Write the intro

    Add a headline and a short description that say exactly what the person gets and who provides it. Use the intro from the form template below.

    Check: A stranger reading only the intro could say what they will receive and from whom.

  4. Add three qualifying questions plus contact fields

    Add custom questions for ownership (or buying timeline), address (or areas), and timeline, then a preferred contact method. Use multiple choice where you can; Meta notes you must enter each possible answer. Then add prefill questions for Full name, Phone number and Email.

    The buyer question "Have you spoken with a lender yet?" asks about a step, not about finances. Do not add follow-ups about income, down payment or credit.

    Check: The form has 3 or 4 custom questions and name, phone and email prefill, and none of the questions touch the prohibited list.

  5. Add your privacy policy and the consent disclaimer

    1. In Privacy policy, enter your privacy page URL and link text.
    2. Under Custom notices, click + Add custom disclaimer. Add a title and text naming who will contact the person, about what, and by which channels (call, text, email), with how to opt out.
    3. Click + Add new consent to add a checkbox. Leave it required.

    Meta notes that once a disclaimer is added, people must agree to submit the form, and that you cannot add a disclaimer to a form already running in an ad; you would duplicate the form instead.

    Check: The preview shows your privacy link and a required consent checkbox with your name and brokerage in the text.

  6. Write the ending screen

    In the Ending section, write who will call, from which number, and within what time. Add a button to your website. A lead who expects your call from a known number is more likely to answer it.

    Check: The ending names a person, a phone number and a time window.

  7. Finish the form and confirm the ad is still a draft

    Preview every screen, including the Higher intent review screen. When you finish the form, Meta locks it: Meta's help says a form can be edited only while it is a draft, and changes later require duplicating it. Finishing the form does not publish your ad.

    Attach the same form to all three ads. Close the editor and confirm the campaign still shows draft or off and $0.00 spent.

    Check: All three ads reference SELLER_HI_v1, and the campaign shows $0.00 spent.

What success looks like

  • Higher intent form with intro, 3 to 4 qualifying questions and contact prefill
  • Privacy policy URL and required consent checkbox
  • Ending screen naming who calls and when
  • Attached to all three draft ads

Copyable templates

textInstant form spec: seller version with buyer variant

Consent text is a starting point for your broker or attorney to review, not legal advice.

INSTANT FORM: SELLER_HI_v1
Form type: Higher intent

INTRO
Headline: Your [City] home value review
Description: Answer 3 quick questions. [Your name], a licensed Realtor with [Brokerage], will prepare
a written price range for your home from recent nearby sales and contact you to review it.

QUESTIONS
Custom question 1 (multiple choice): Do you own the home you'd like reviewed?
  - Yes, I own it
  - I'm a co-owner or on the title
  - No, I'm asking for someone else
Custom question 2 (short answer): What is the property address?
Custom question 3 (multiple choice): When might you consider selling?
  - Within 3 months
  - 3 to 6 months
  - 6 to 12 months
  - Just curious for now
Custom question 4 (multiple choice): What's the best way to reach you?
  - Phone call
  - Text message
  - Email
Prefill: Full name
Prefill: Phone number
Prefill: Email

PRIVACY POLICY
Link text: [Brokerage or team] Privacy Policy
URL: https://[yourdomain]/privacy   (a web page, not a PDF)

CUSTOM DISCLAIMER (Custom notices > + Add custom disclaimer)
Title: How we'll contact you
Text: By submitting, you agree that [Your name] and [Brokerage] may contact you about your home
value review and real estate services at the phone number and email you provided, including by call
and text message. Message and data rates may apply. Reply STOP to opt out of texts at any time.
Consent is not a condition of any purchase or service.
Checkbox (+ Add new consent): I agree to be contacted about my home value review.   [required]

ENDING (completion screen)
Headline: Thanks, [First name prefill if offered]. Here's what happens next.
Description: [Your name] will call you from [phone number] within [your speed target] during business
hours ([days/hours]) to confirm details. Your written price range follows the call.
Button (call to action): link to https://[yourdomain]/about

BUYER VARIANT (BUYER_HI_v1): replace questions 1-3 with
  Q1 (multiple choice): When are you hoping to buy? Within 3 months / 3 to 6 / 6 to 12 / Just looking
  Q2 (short answer): Which cities or areas are you considering?
  Q3 (multiple choice): Have you spoken with a lender yet? Yes / Not yet / Paying cash

How to test it

In the form preview, step through as a lead: tap each answer, reach the review screen, confirm the consent checkbox is required, and read the ending. In chapter 9 you will submit a real test lead with Meta's Lead Ads Testing Tool and watch it arrive in your CRM.

Troubleshooting

I need to change a question after finishing the form.

Duplicate the form, edit the copy, name it _v2, and attach it to the ads. Update your CRM field mapping for the new form in chapter 9.

The privacy policy link is rejected.

Meta does not accept links directly to a PDF, image or download. Publish the policy as a web page and link to that.

I do not see Higher intent.

Confirm you are building the form in Ads Manager under a Leads campaign with Instant forms as the conversion location. Business Suite only builds simple forms.

Advanced technical details

Optional. You can follow every step above without these.

Technical detailsOptional quality features

Ads Manager forms also support conditional answers, conditional logic (different next question by answer), and phone number verification by one-time passcode before submission. Phone verification can lower wrong-number leads at some cost to volume; test it in a second round, not the first, so you change one variable at a time.

Meta's help says you can save up to 100 instant forms; when you create one beyond that, only the most recent 100 are kept. Name forms by goal, type and version so the active one is obvious.

Sources

Every product step matches the current official documentation listed under Sources. Last checked 2026-10-20.