Facebook Ad Creation

This blueprint defines the process of creating a Facebook Ad. With a few edits, you can use this blueprint to map ad creations for other social media platforms.

15 steps 9 automations

Process steps

1

Start Ad Creative Doc (Social Media Manager)

6 hours from previous step
task
Input information/requirements for this ad. Cilent 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
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
Upload/create images based on client's inputs. 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
Please review ad draft: Client: {{client-name-554742}} Objective: {{objective-7643597}} Ad Copy: {{upload-draft-file-here-7643583}} Ad Images: {{link-to-images-7643606}} If not approved, please add update "Notes" section
Form fields in this step
Approved?
Notes
5

Update Ad Draft based on approval notes

1 days from previous step
task
Approval notes: {{notes-7643590}}
6

Setup Ads in Facebook (Social Media Manager)

1 days from previous step
task
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
Insert email template here.
Form fields in this step
Client email id
8

Ads approved by Client? (Client)

2 days from previous step
task
If not approved, please add update "Notes" section
Form fields in this step
Approve ad?
Approval notes
9

Make changes requested by client

1 days from previous step
task
Changes requested as follows: {{approval-notes-2059391}}
10

Turn on Ads (Social Media Manager)

1 days from previous step
task
Turn Ads on as per schedule
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 are 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 have the data. Narrow enough to be relevant but not so narrow you can not 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 does not 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 are doing. Schedule ads for peak engagement times if you have 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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