{"id":15554,"date":"2018-11-30T16:27:41","date_gmt":"2018-11-30T16:27:41","guid":{"rendered":"https:\/\/www.process.st\/templates\/new-facebook-ads-creation-checklist\/"},"modified":"2024-02-28T21:57:10","modified_gmt":"2024-02-28T21:57:10","slug":"new-facebook-ads-creation-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/new-facebook-ads-creation-checklist\/","title":{"rendered":"New Facebook Ads Creation Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rGUYDv33NmH_cQlKs2hD9g.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rGUYDv33NmH_cQlKs2hD9g.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This checklist will&nbsp;walk you through the steps needed to<strong> create, target, and implement a new Facebook ads campaign.<\/strong>&nbsp;This process should be gone through every time you take on a new client and need to build their&nbsp;Facebook marketing and paid ads from scratch.<\/p>\n<p>We start with making sure all the basics are complete. This means ensuring there is a Facebook page, a business manager account, and validating tracking pixels are properly configured.<\/p>\n<p>After that, we will go through uploading your customer list, creating a custom audience and then building Lookalike Audiences. Finally, we will touch on best practices for building&nbsp;ad copy and your campaign creatives.&nbsp; &nbsp; &nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-setup\">\n<h2>Record setup<\/h2>\n<div class=\"text-content\">\n<p><span>The first step is to keep track of what account this checklist was run on, who performed these duties, and when.&nbsp;<\/span><\/p>\n<p><span><strong>Fill out the form fields<\/strong>&nbsp;below.<\/span><\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date checklist run <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Account name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> First name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"facebook-setup\">\n<h2>Facebook Setup:<\/h2>\n<\/section>\n<section id=\"validate-if-there-is-a-facebook-page\">\n<h2>Validate if there is a Facebook page<\/h2>\n<div class=\"text-content\">\n<p>Review the account and <strong>determine if a new Facebook page<\/strong> needs to be created<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Is there a Facebook page? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-facebook-page\">\n<h2>Create Facebook page<\/h2>\n<div class=\"text-content\">\n<p><strong>Creating a Page<\/strong> is the first step in building a business and advertising successfully to an audience. To create a Page, <strong>first<\/strong>, go to&nbsp;<a href=\"https:\/\/www.facebook.com\/pages\/create\" rel=\"nofollow\">facebook.com\/pages\/create<\/a>. <strong>Next<\/strong>, choose a page type:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hu8O_d8J4fELpa8aFk9Kzw.jpg\" alt=\"Create Facebook page\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hu8O_d8J4fELpa8aFk9Kzw.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Make sure you already have your own private Facebook page so that you can log in with your credentials to prove your identity. Once you have selected your page type, fill in the required information:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hGcls70gXSEe-upzhdtOFw.png\" alt=\"Create Facebook page\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hGcls70gXSEe-upzhdtOFw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Finally, click \u201c<strong>Continue<\/strong>\u201d and follow the simple on-screen instructions that will be provided.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"check-if-a-business-manager-account-is-created\">\n<h2>Check if a Business Manager account is created<\/h2>\n<div class=\"text-content\">\n<p><strong>Check if there is a Business Manager account already created.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Is there a business manager account? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-business-manager-account\">\n<h2>Create Business Manager account<\/h2>\n<div class=\"text-content\">\n<p><strong>Create a Business Manager account.<\/strong><\/p>\n<p><strong>Business Manager<\/strong> is a free tool that Facebook provides to help you organize and manage your business. To get started, you need to be logged into your personal Facebook account because you will need this to create your Business Manager account.<\/p>\n<p>Step one, go to&nbsp;<a href=\"https:\/\/business.facebook.com\/overview\" rel=\"nofollow\">https:\/\/business.facebook.com\/overview<\/a> and click \u201c<strong>Create Account<\/strong>\u201d:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mBD8wzo1E2agDOyBFRVOqw.jpg\" alt=\"Create Business Manager account\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mBD8wzo1E2agDOyBFRVOqw.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Next, enter the required information in the boxes that subsequently pop-up on your screen.<br \/>(This includes your name, business and account name, business email, and other business details):<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vKmOSNdFKizjTe6E1yNHFg.jpg\" alt=\"Create Business Manager account\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vKmOSNdFKizjTe6E1yNHFg.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j2WFNrkLSjApG9feREBJrA.jpg\" alt=\"Create Business Manager account\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j2WFNrkLSjApG9feREBJrA.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>By pressing \u201c<strong>Submit<\/strong>\u201d you will be redirected to your new account.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"make-sure-facebook-ad-account-is-created\">\n<h2>Make sure Facebook ad account is created<\/h2>\n<div class=\"text-content\">\n<p><strong>Make sure a Facebook ad account has been created.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Is there a Facebook ad account? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"setup-ad-account\">\n<h2>Setup ad account<\/h2>\n<div class=\"text-content\">\n<p><strong>Create a Facebook ad account.<\/strong><\/p>\n<p>Having a<strong> Facebook Ad Account<\/strong> is a great way to advertise on Facebook and manage your ads. First, log into your Business Manager account and go into the Ad Accounts settings under the \u201c<strong>Add New<\/strong>\u201d tab.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lfJvc51iTGHdgJHrW3ZM8g.png\" alt=\"\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lfJvc51iTGHdgJHrW3ZM8g.png\"> <\/a><figcaption>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The next step is to enter the name you want for your ad account and link it to an advertising profile. You will also want to select your time zone and currency:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h8QxsZyTy2IdhjgJY9tGFQ.png\" alt=\"Setup ad account\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h8QxsZyTy2IdhjgJY9tGFQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You will then need to <strong>confirm<\/strong> that you just created the ad account by <strong>clicking \u201cOK\u201d<\/strong>.&nbsp; After you you click \"OK\" you will be taken to a confirmation page with a reminder to select a Payment Method.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"input-payment-method\">\n<h2>Input payment method<\/h2>\n<div class=\"text-content\">\n<p>You are required to set up a payment method for your new ad account. To do so, just go to the ad account you created and click \u201cAdd Payment Method\u201d:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sj0nr1raOM2xGRUuTT5Lyw.png\" alt=\"Input payment method\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sj0nr1raOM2xGRUuTT5Lyw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The payment method will be added to your Facebook account, secured and encrypted.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kQUe7PSw_fvrv16AAbZJVw.png\" alt=\"\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kQUe7PSw_fvrv16AAbZJVw.png\"> <\/a><figcaption>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Then enter your payment details and you\u2019re good to go.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"facebook-pixel--configuration\">\n<h2>Facebook Pixel &amp; Configuration:<\/h2>\n<\/section>\n<section id=\"make-sure-facebook-pixel-is-setup\">\n<h2>Make sure Facebook pixel is setup<\/h2>\n<div class=\"text-content\">\n<p><strong>Make sure the Facebook pixel has been setup&nbsp;<\/strong><strong>for this account.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Is the Facebook pixel setup? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"install-facebook-pixel\">\n<h2>Install Facebook pixel<\/h2>\n<div class=\"text-content\">\n<p><strong>Install the Facebook pixel on your website.<\/strong><\/p>\n<p>The <strong>Facebook pixel<\/strong> is a tool tracking cookie that analyzes the actions people take on your website. The pixel supplies the data to help measure the effectiveness of your advertising. To create a Facebook pixel you will need to go to the<strong> Pixels tab in Events Manager<\/strong>, then click \u201c<strong>Create a Pixel<\/strong>\u201d:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lEtZ6lIlJy_16nMqnB5CEA.png\" alt=\"Install Facebook pixel\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lEtZ6lIlJy_16nMqnB5CEA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Next, add the Facebook pixel code to your website. You can do this by jumping into your website\u2019s code and finding the header tags section.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mkdFejBk5A3LDdSXV6BJGQ.png\" alt=\"Install Facebook pixel\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mkdFejBk5A3LDdSXV6BJGQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Then you want to copy the entire code and paste it in the header of your website:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tb9teUmkAQVtRrYm0RtOiw.png\" alt=\"Install Facebook pixel\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tb9teUmkAQVtRrYm0RtOiw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Make sure that your code is working properly by clicking \u201c<strong>Send Test Traffic<\/strong>\u201d after placing the code on your website. If the status says \u201c<strong>Active<\/strong>\u201d then that means the code installed correctly.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jJp_q72qhdkpyMxgRL5Klg.png\" alt=\"Install Facebook pixel\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jJp_q72qhdkpyMxgRL5Klg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You then want to <strong>add events<\/strong> to track specific actions people take on your website. To do this, go to the <strong>Pixels tab<\/strong> in <strong>Events Manager<\/strong>, click Set Up Pixel, then click Manually Install the Code Yourself:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uT0-EFHO1IjnU23Vg7lOIg.png\" alt=\"Install Facebook pixel\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uT0-EFHO1IjnU23Vg7lOIg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Click <strong>Continue<\/strong> then click <strong>Install Events<\/strong>. Select an event you want to track:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tzM2JjYNf4PMsYZceaJIXw.png\" alt=\"Install Facebook pixel\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tzM2JjYNf4PMsYZceaJIXw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"test-and-ensure-pixel-is-installed-properly\">\n<h2>Test and ensure pixel is installed properly<\/h2>\n<div class=\"text-content\">\n<p><strong>Test that the Facebook pixel is properly installed.<\/strong><\/p>\n<p>To make sure your pixel is working correctly, <strong>install the Pixel Helper<\/strong> to your Google Chrome browser. To install it, first find Facebook Pixel Helper in the Chrome web store:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gKLG0Km0rDBo3Sqv-WhFFg.png\" alt=\"Test and ensure pixel is installed properly\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gKLG0Km0rDBo3Sqv-WhFFg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Then add the extension:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jOJXujE_TJnSsvxQ_RdLhg.png\" alt=\"Test and ensure pixel is installed properly\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jOJXujE_TJnSsvxQ_RdLhg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once you have installed it, click the Pixel Helper icon in the address bar. Check the popup to see any pixels found on that page, and whether they've been set up successfully.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kdut4USo8D4DZPSAH6VPAQ.png\" alt=\"Test and ensure pixel is installed properly\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kdut4USo8D4DZPSAH6VPAQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If the <strong>Pixel Helper<\/strong> finds a pixel on your site and there are no errors, that means the pixel was installed correctly.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"audience-creation\">\n<h2>Audience Creation:<\/h2>\n<\/section>\n<section id=\"uploaded-customersubscriber-list\">\n<h2>Uploaded customer\/subscriber list<\/h2>\n<div class=\"text-content\">\n<p><strong>Upload your customer\/subscriber&nbsp;<\/strong><strong>list to Ads Manager.<\/strong><\/p>\n<p>To create an audience the <strong>first step is to upload<\/strong> <strong>your current customers or subscribers<\/strong>.&nbsp;<\/p>\n<p>To upload, create a list of either email addresses or phone numbers using your customer data. Then:<\/p>\n<ul>\n<li><strong>Save your list in CSV<\/strong> or TXT format<\/li>\n<li>Go to the <strong>Audiences tab<\/strong> in Ads Manager<\/li>\n<li>Click the Create Audience button<\/li>\n<li>Select the Custom Audience option and then choose <a href=\"https:\/\/www.facebook.com\/campaign\/landing.php?campaign_id=588744587850527&amp;url=https:\/\/www.facebook.com\/ads\/audience_manager\/?aln=datafile\" rel=\"nofollow\">Customer List<\/a>.<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uDY8zyh4rJuy_talRVRDOg.jpg\" alt=\"Uploaded customer\/subscriber list\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uDY8zyh4rJuy_talRVRDOg.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Finally, upload the CSV or TXT file list you previously saved.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Audience list <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-your-website-custom-audience-andor-engagement-custom-audience\">\n<h2>Create your website custom audience and\/or engagement custom audience<\/h2>\n<div class=\"text-content\">\n<p><strong>Create a custom audience.<\/strong><\/p>\n<p>Custom Audiences from your website is a targeting option that tracks which people from Facebook viewed your website. To create your Website Custom audience, return once again to <strong>Create <\/strong>Custom<strong> Audience<\/strong> (shown in the last step).<\/p>\n<p>Next, choose a pixel and set a rule section. You have to start with an inclusive one and later you can add more as desired.<\/p>\n<p>Finally, give your audience a name and click <strong>Create Audience<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"create-lookalike-audience-based-on-the-above-listsaudiences\">\n<h2>Create Lookalike Audience based on the above lists\/audiences<\/h2>\n<div class=\"text-content\">\n<p><strong>Create a Lookalike Audience.<\/strong><\/p>\n<p>A <strong>Lookalike Audience<\/strong> is a way to reach new people who are similar to your best existing customers. You want to target this group because the likelihood of them converting is high.&nbsp;<\/p>\n<p>To create a Lookalike Audience, go to your Audiences and select Create a Lookalike Audience:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n47QcVqJtsBNSQhBg6BB-w.jpg\" alt=\"Create Lookalike Audience based on the above lists\/audiences\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n47QcVqJtsBNSQhBg6BB-w.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Then choose your source, the country\/countries where you\u2019d like to find a similar set of people, and your desired audience size.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hEE-D_KQ4YRMFIJb9D1K1A.jpg\" alt=\"Create Lookalike Audience based on the above lists\/audiences\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hEE-D_KQ4YRMFIJb9D1K1A.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Finally, click Create Audience.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"dynamic-product-ads\">\n<h2>Dynamic Product Ads:<\/h2>\n<\/section>\n<section id=\"create-your-product-catalogs\">\n<h2>Create your product catalog(s)<\/h2>\n<div class=\"text-content\">\n<p><strong>Create a catalog for your products.<\/strong><\/p>\n<p>A catalog holds all the items you want to promote across Facebook. You can use it for different business use cases, like displaying products in a collection ad. To create your product catalog, go to <strong>Catalog Manager and click Create Catalog<\/strong>. Then select the catalog type and click Next.<\/p>\n<p>After that, you can select the ad account and enter a name for your catalog:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ltWGM3kcL4VeYbV019JHpA.png\" alt=\"Create your product catalog(s)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ltWGM3kcL4VeYbV019JHpA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Finally, click <strong>Create<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"connect-your-pixel-to-product-catalogs\">\n<h2>Connect your pixel to product catalogs<\/h2>\n<div class=\"text-content\">\n<p><strong>Connect your pixel to the product catalog.<\/strong><\/p>\n<p>After you create your product catalog you need to setup<strong> pixel tracking for that catalog<\/strong>.&nbsp;<\/p>\n<p>Connecting your pixel to your catalog allows you to build a retargeting audience of people from items in your inventory. To do so, go to <strong>Business Manager Settings<\/strong> and select your business. Next, click <strong>Catalogs<\/strong> and select the name of your catalog. Then click <strong>Associate Sources<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nGm5Lm_3f81Zu1_nvB9Cgg.png\" alt=\"Connect your pixel to product catalogs\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nGm5Lm_3f81Zu1_nvB9Cgg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select your Facebook pixel and click Save.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h1HjGBPLqBjbreHOos9K5A.png\" alt=\"Connect your pixel to product catalogs\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h1HjGBPLqBjbreHOos9K5A.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"ensure-events-show-up-in-ads-manager\">\n<h2>Ensure events show up in Ads Manager<\/h2>\n<div class=\"text-content\">\n<p><strong>Make sure events are showing up in Ads Manager for your products.<\/strong><\/p>\n<p>Each product in your catalog needs to be matched with an event. Go to <strong>Catalog Manager<\/strong> to view interactions with your products when people perform certain actions on your website, and see how ready your products are for dynamic ads.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"ad-copy\">\n<h2>Ad Copy:<\/h2>\n<\/section>\n<section id=\"write-ad-copy-tailored-to-your-audience\">\n<h2>Write ad copy tailored to your audience<\/h2>\n<div class=\"text-content\">\n<p><strong>Write copy for your ads.<\/strong><\/p>\n<p><strong>Make sure your ad copy is written with your audience in mind<\/strong>. You can review <a href=\"https:\/\/www.process.st\/copywriting-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">copywriting examples<\/a> on our blog.<\/p>\n<p>It is always a good idea to create different ads for different types of audiences. The ad needs to target your specific audience, so you want to try deciding on a person who characterizes the audience you\u2019re going for and write like you\u2019re speaking to that person.<\/p>\n<p>You want to decide on the main thing you want your audience to know and make sure that message resonates with them.<\/p>\n<p>It\u2019s important that your ad keeps the audience\u2019s interest. A good way to do this is to include time frames, utilize words like \u201ctoday only\u201d or \u201cbuy now,\u201d to indicate a sense of urgency and encourage the audience to buy the product or service.<\/p>\n<p>Create a word document, Google doc, or some sort of text document to write your copy. You can put a link to the file or upload it below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Ad copy <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"ensure-ad-copy-is-compliant-with-facebooks-rules\">\n<h2>Ensure ad copy is compliant with Facebook's rules<\/h2>\n<div class=\"text-content\">\n<p><strong>Review your ad against Facebook's ad policy to ensure compliance.<\/strong>&nbsp;You can see the<a href=\"https:\/\/www.facebook.com\/policies\/ads\/\" rel=\"nofollow noopener\" target=\"_blank\"> policy here<\/a>.<\/p>\n<p>Before your ad can show up on Facebook, it needs to be reviewed to make sure it meets Facebook\u2019s Advertising Policies. The ad will be reviewed within about 24 hours. Facebook will check your ad\u2019s images, text, targeting, and positioning.&nbsp; The content on your ad\u2019s landing page will be taken into consideration as well.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lzVn1bEx33RIuGz63uxLww.png\" alt=\"Ensure ad copy is compliant with Facebook's rules\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lzVn1bEx33RIuGz63uxLww.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If your ad is disapproved, you will receive an email detailing what you need to fix. From there, you can edit your ad to make sure it complies with the Advertising Policies and then resubmit it.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-ad-text-amount\">\n<h2>Review ad text amount<\/h2>\n<div class=\"text-content\">\n<p><strong>Check the amount of text you are using in your ad. Too much text distracts from your main point.<\/strong><\/p>\n<p>To create a better experience for the viewers and the advertiser, it\u2019s good to check the amount of text in your ad image. Images with less than 20% text tend to perform better as Facebook ads. To check if your image has too much text, first go to Facebook\u2019s Text Overlay Tool and upload your image.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j5J9llnoN10yw1QwXBlN7w.jpg\" alt=\"Review ad text amount\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j5J9llnoN10yw1QwXBlN7w.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once your image is uploaded, a new box will pop up underneath, indicating the image text rating:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p41K8TJzK-gbqXJ7AjdL1w.jpg\" alt=\"Review ad text amount\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p41K8TJzK-gbqXJ7AjdL1w.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The rating OK means your ad will run normally. The other ratings range from Low to High, high indicating there is too much image text and the ad may not run.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"campaign-creatives\">\n<h2>Campaign Creatives:<\/h2>\n<\/section>\n<section id=\"create-ad-creative-assets\">\n<h2>Create ad creative assets<\/h2>\n<div class=\"text-content\">\n<p><strong>Create creative assets for ads.<\/strong><\/p>\n<p>The image or video that you use for your ad should support the copy that was written earlier. Make sure that each image used helps&nbsp;tell a story and makes sense. One of the worst things an ad can do is utilize an irrelevant image. This distracts the prospect and will decrease conversion rates.<\/p>\n<p>Additionally, make sure that you have the proper legal rights to use any image or visual in your ad.&nbsp;<\/p>\n<p>Include a link or upload your creatives below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Creative assets <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-size-of-creative-assets-images-banners-videos-etc\">\n<h2>Check size of creative assets (images, banners, videos, etc\u2026)<\/h2>\n<div class=\"text-content\">\n<p><strong>Ensure that the size used for your ads are correct.<\/strong><\/p>\n<p>It\u2019s important to make sure your visual content is the right size for your Facebook ad. To figure this out, first select the ad you created or are interested in and go to \u201c<strong>Image<\/strong>\u201d in the workspace:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/g90ctRaDhLOO-zdMuHFITQ.jpg\" alt=\"Check size of creative assets (images, banners, videos, etc\u2026)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/g90ctRaDhLOO-zdMuHFITQ.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You will see a preview of your image as well as the recommended size in pixels. The symbol on the lower right corner of your displayed image will indicate whether or not the current size will work well.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"budget-checklist\">\n<h2>Budget Checklist:<\/h2>\n<\/section>\n<section id=\"review-current-budget\">\n<h2>Review current budget<\/h2>\n<div class=\"text-content\">\n<p><strong>Make sure your budget is being properly spent.<\/strong><\/p>\n<p>Maintaining and properly allocating a budget is an effective cost control tool. There are two types of budgets: <strong>daily budgets<\/strong> and <strong>lifetime budgets<\/strong>. Daily budgets are the average amount you're willing to spend on an ad set or campaign every day, while lifetime budgets are the amount you're willing to spend over the entire run-time of your ad set or campaign.<\/p>\n<p>Two ways to approach spending your budget are: <strong>standard delivery<\/strong> and <strong>accelerated delivery<\/strong>. If you choose standard delivery then your budget will be spent evenly over the course of the ad campaign. This is recommended. And if you choose accelerated delivery, your budget will be spent as quickly as possible.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Monthly budget <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Budget notes <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"output\">\n<h2>Output:<\/h2>\n<\/section>\n<section id=\"send-completion-email\">\n<h2>Send completion email<\/h2>\n<div class=\"text-content\">\n<p><strong>Send completion email to primary&nbsp;account contact.<\/strong><\/p>\n<p>If you created this Facebook campaign for a client or a direct supervisor it is recommended that you inform them when it is complete. Modify the below email to include your specific update message.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>After the email has been sent be sure to go through this checklist every time a new Facebook Ads account needs to be created. You can also reference this document in the future to review the campaigns initial&nbsp;creatives and ad copy.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/digitalshiftmedia.com\/author\/annie\/\" rel=\"nofollow noopener\" target=\"_blank\">Annie C.<\/a> -&nbsp; <a href=\"https:\/\/digitalshiftmedia.com\/create-facebook-ad-account\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Create a Facebook Ad Account<\/a><\/li>\n<li><a href=\"https:\/\/www.facebook.com\/business\/help\/169249477193317\" rel=\"nofollow noopener\" target=\"_blank\">Facebook - Facebook Support<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/marketing-process\" rel=\"nofollow\">Marketing Process Toolkit: 10 Checklists to Crush Your Competition<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ppc-audit-checklist\/%20\" rel=\"nofollow\">PPC Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/new-facebook-ads-creation-checklist\/%20\" rel=\"nofollow\">New Facebook Ads Creation Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ppc-daily-campaign-review-checklist\/\" rel=\"nofollow\">PPC Daily Campaign Review Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ppc-weekly-campaign-review-checklist\/\" rel=\"nofollow\">PPC Weekly Campaign Review Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ppc-monthly-campaign-review-checklist\/\" rel=\"nofollow\">PPC Monthly Campaign Review Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-marketing-ppc-keyword-competition-analysis-checklist\/%20\" rel=\"nofollow\">Performance Marketing (PPC) Keyword Competition Analysis Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/seo-checklist-the-keyword-research-process\/\" rel=\"nofollow\">SEO Checklist: The Keyword Research Process<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: This checklist will&nbsp;walk you through the steps needed to create, target, and implement a new Facebook ads campaign.&nbsp;This process should be gone through every time you take on a new client and need to build their&nbsp;Facebook marketing and paid ads from scratch. We start with making sure all the basics are complete. This means [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":15555,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"35","template_description":"Run this checklist to create a new Facebook Ads campaign.","template_id":"joOLsZsUzXEUh5IitzdC3Q","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Record setup","task_slug_1":"record-setup","task_2":"Facebook Setup:","task_slug_2":"facebook-setup","task_3":"Validate if there is a Facebook page","task_slug_3":"validate-if-there-is-a-facebook-page","task_4":"Create Facebook page","task_slug_4":"create-facebook-page","task_5":"Check if a Business Manager account is created","task_slug_5":"check-if-a-business-manager-account-is-created","task_6":"Create Business Manager account","task_slug_6":"create-business-manager-account","task_7":"Make sure Facebook ad account is created","task_slug_7":"make-sure-facebook-ad-account-is-created","task_8":"Setup ad account","task_slug_8":"setup-ad-account","task_9":"Input payment method","task_slug_9":"input-payment-method","task_10":"Facebook Pixel &amp; Configuration:","task_slug_10":"facebook-pixel--configuration","task_11":"Make sure Facebook pixel is setup","task_slug_11":"make-sure-facebook-pixel-is-setup","task_12":"Install Facebook pixel","task_slug_12":"install-facebook-pixel","task_13":"Test and ensure pixel is installed properly","task_slug_13":"test-and-ensure-pixel-is-installed-properly","task_14":"Audience Creation:","task_slug_14":"audience-creation","task_15":"Uploaded customer\/subscriber list","task_slug_15":"uploaded-customersubscriber-list","task_16":"Create your website custom audience and\/or engagement custom audience","task_slug_16":"create-your-website-custom-audience-andor-engagement-custom-audience","task_17":"Create Lookalike Audience based on the above 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