Social media marketing workflow for Tallyfy

Move Facebook ads from brief to live without chaos

Facebook ad creation involves copywriters, designers, internal reviewers, and client sign-off. Without clear handoffs, ads miss deadlines or launch with errors. This workflow coordinates everyone from creative brief through launch day.

15 steps
9 automations

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign your social media manager, graphic designer, and internal reviewer to their specific steps
2
Use Tallyfy's form fields to capture objective type, audience info, budget, and ad format so each team member has what they need to do their part
3
Track ad progress through all 15 steps in Tallyfy's real-time view, including internal approval notes and client feedback before anything goes live
Import this template into Tallyfy

Process steps

1

Start Ad Creative Doc (Social Media Manager)

6 hours from previous step
task
Fill in the details and requirements for this ad so the team knows what they're working with.
Client Name:
{{client-name-554742}}

Ad Date:
{{tentative-ad-date-2055690}}
Form fields in this step
Objective
Objective Type
Audience Information
Where do you want to run the ad?
Budget
Format
Upload reference document if any
2

Write Ad Copy (Social Media Manager)

2 days from previous step
task
Write the ad copy using the brief details below. Make sure it speaks to the target audience and matches the objective.

Client Name:
{{client-name-554742}}

Objective:
{{objective-7643597}}

Audience Information:
{{audience-information-7643592}}

Ad Type:
{{format-7643595}}

Reference Documents:
{{upload-reference-document-if-any-7643593}}
Form fields in this step
Upload draft file here
3

Create Ad Graphics (Graphic Designer)

2 days from previous step
task
Design the ad visuals based on the client's inputs below. Upload or link your images when they're ready.

Client Name:
{{client-name-554742}}

Objective:
{{objective-7643597}}

Audience Information:
{{audience-information-7643592}}

Ad Type:
{{format-7643595}}

Reference Documents:
{{upload-reference-document-if-any-7643593}}
Form fields in this step
Link to images
Optional: Upload file here
4

Review Ads (Internal Team Member)

2 days from previous step
task
Check the ad draft below and decide if it's ready for the client. If it isn't approved, add your feedback in the "Notes" section.

Client:
{{client-name-554742}}

Objective:
{{objective-7643597}}

Ad Copy:
{{upload-draft-file-here-7643583}}

Ad Images:
{{link-to-images-7643606}}
Form fields in this step
Approved?
Notes
5

Update Ad Draft based on approval notes

1 days from previous step
task
Work through the notes below and update the draft. Make sure you've addressed all the feedback before moving on.

Approval notes:
{{notes-7643590}}
6

Setup Ads in Facebook (Social Media Manager)

1 days from previous step
task
Set up the ad in Facebook Ads Manager using the approved details below. Double-check that targeting, placement, and budget all match the brief.

Client Name:
{{client-name-554742}}

Objective:
{{objective-7643597}}

Audience Information:
{{audience-information-7643592}}

Ad Type:
{{format-7643595}}

Ad Copy:
{{upload-draft-file-here-7643583}}

Ad Graphics:
{{link-to-images-7643606}}
7

Send to Client for Review (Social Media Manager)

1 days from previous step
task
Send the ad to the client for approval. Drop in your email template and make sure they've got everything they need to review it.
Form fields in this step
Client email id
8

Ads approved by Client? (Client)

2 days from previous step
task
Review the ad and let the team know if it's good to go. If it isn't approved, add your feedback in the "Notes" section so they know what to change.
Form fields in this step
Approve ad?
Approval notes
9

Make changes requested by client

1 days from previous step
task
Make the changes the client asked for. Here's what they requested:

Changes requested as follows:
{{approval-notes-2059391}}
10

Turn on Ads (Social Media Manager)

1 days from previous step
task
Everything's approved -- time to go live. Turn the ads on in Facebook Ads Manager per the scheduled dates.
11

Define campaign objective

1 day from previous step
task
What do you actually want this ad to accomplish? Brand awareness, traffic, leads, sales, app installs? Facebook optimizes differently based on your goal, so picking the wrong objective wastes your budget. Be specific -- "get more sales" is better than "increase awareness" if you're actually trying to drive revenue.
12

Set target audience

1 day from previous step
task
Who are you trying to reach? Define demographics, interests, behaviors, and custom audiences. Use lookalike audiences based on your best customers if you've got the data. Narrow enough to be relevant but not so narrow you can't scale. Test different audiences to see who responds best.
13

Create ad creative

1 day from previous step
task
Design visuals and write copy that stops the scroll. Hook them in the first three seconds. Use high-contrast images, clear value props, and strong calls to action. Create multiple variations to test -- what you think works often doesn't match what actually performs. Keep text on images under 20% or Facebook limits your reach.
14

Configure budget and schedule

1 day from previous step
task
Set daily or lifetime budget based on your goals. Start small to test, then scale what works. Choose automatic or manual bidding -- automatic is usually fine unless you really know what you're doing. Schedule ads for peak engagement times if you've got the data. Leave room in the budget for testing.
15

Review and launch

1 day from previous step
task
Double-check everything before clicking publish. Preview on mobile and desktop -- most traffic is mobile. Verify your tracking pixel is firing correctly. Check landing page load speed and make sure it matches the ad promise. Submit for review -- Facebook usually approves within 24 hours but can take longer for certain categories.

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