This guide takes you from a new workspace to a live campaign with leads flowing into your pipeline. Set aside about fifteen minutes.
Before you start
- Admin access to a Meta or Google ad account
- Your logo and one or two product or service photos
- A rough daily budget
Step 1: Connect your ad account
Open Ad Expert and connect Meta or Google. You'll approve access on the platform and come straight back with your ad accounts listed.
Step 2: Set up your brand
In Design Expert, add your logo, colours and fonts. Every template you use from now on starts on brand.
Step 3: Build the campaign
Back in Ad Expert, choose an objective, pick or create an audience and set a budget. Generate creative from a template, check the reach estimate and review the whole campaign before you launch.
Step 4: Watch the leads arrive
Leads from the campaign appear in Lead Expert automatically, with the campaign and ad attached. Move them through your pipeline as you follow up.