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 cre...
15 steps
9 automations
Sales SocialMedia
Social Media Campaign Planning & Scheduling
Plan, create, and schedule social media campaigns across multiple platforms. This template helps marketing teams coordinate content calendars, set publishing schedules, and track campaign performance for LinkedIn, Twitter, Facebook, and Instagram. Process Details - Steps: 15 - Automations: 8 (conditional visibility rules based on platform selection) - Timeline: 14 days from start to completion - Best for: Marketing teams, social media managers, content creators Key Features - Centralized campaign brief collection - Platform-specific workflow branches (only selected platforms appear) - Budget and paid advertising tracking per platform - Screenshot documentation for published content - Performance monitoring and engagement tracking
15 steps 8 automations
Process steps
1
Submit campaign brief
1 days from previous step
Provide all campaign details to start the process.
Current Campaign Info:
Post Type: {{post-type-2061233}}
Post Topic: {{post-topic-2061229}}
Required Information:
- Campaign objectives and goals
- Target audience description
- Key messages and talking points
- Any reference materials or brand assets
- Timeline requirements or launch dates
Form fields in this step
What is the objective of sharing this content?
What will be the content?
Attach any files
2
Select target platforms for campaign
2 days from previous step
Choose which social media platforms to include in this campaign.
Campaign Brief Summary:
Post Type: {{post-type-2061233}}
Post Topic: {{post-topic-2061229}}
Objective: {{what-is-the-objective-of-sharing-7644019}}
Content: {{what-will-be-the-content-7644018}}
Reference Materials: {{attach-any-files-7644017}}
Note: Only the platforms you select below will appear as workflow steps. Unselected platforms will be hidden.
Form fields in this step
Which platforms would you like to post on?
3
Configure LinkedIn post details
2 days from previous step
Set up your LinkedIn campaign post.
Campaign Brief:
Post Type:
{{post-type-2061233}}
Post Topic:
{{post-topic-2061229}}
Objective:
{{what-is-the-objective-of-sharing-7644019}}
Content:
{{what-will-be-the-content-7644018}}
Reference Materials:
{{attach-any-files-7644017}}
LinkedIn Best Practices:
- Professional tone, B2B focus
- Optimal image size: 1200x627 pixels
- Include 3-5 relevant hashtags
- Tag relevant companies or people when appropriate
Form fields in this step
Paid advertising?
Budget?
When should this be published?
4
Configure Twitter/X post details
2 days from previous step
Set up your Twitter/X campaign post.
Campaign Brief:
Post Type:
{{post-type-2061233}}
Post Topic:
{{post-topic-2061229}}
Objective:
{{what-is-the-objective-of-sharing-7644019}}
Content:
{{what-will-be-the-content-7644018}}
Reference Materials:
{{attach-any-files-7644017}}
Twitter/X Best Practices:
- 280 character limit (shorter performs better)
- Optimal image size: 1200x675 pixels
- Use 1-2 relevant hashtags maximum
- Consider thread format for longer content
Form fields in this step
Paid advertising?
Budget?
When should this be published?
5
Configure Facebook post details
2 days from previous step
Set up your Facebook campaign post.
Campaign Brief:
Post Type:
{{post-type-2061233}}
Post Topic:
{{post-topic-2061229}}
Objective:
{{what-is-the-objective-of-sharing-7644019}}
Content:
{{what-will-be-the-content-7644018}}
Reference Materials:
{{attach-any-files-7644017}}
Facebook Best Practices:
- Optimal image size: 1200x630 pixels
- Video content gets higher engagement
- Ask questions to encourage comments
- Best for community building and longer-form content
Form fields in this step
Paid advertising?
Budget?
When should this be published?
6
Configure Instagram post details
2 days from previous step
Set up your Instagram campaign post.
Campaign Brief:
Post Type:
{{post-type-2061233}}
Post Topic:
{{post-topic-2061229}}
Objective:
{{what-is-the-objective-of-sharing-7644019}}
Content:
{{what-will-be-the-content-7644018}}
Reference Materials:
{{attach-any-files-7644017}}
Instagram Best Practices:
- Square images: 1080x1080 pixels (or 1080x1350 for portrait)
- Use 5-10 relevant hashtags in first comment
- Stories and Reels often outperform static posts
- Visual-first platform - high-quality imagery essential
Form fields in this step
Paid advertising?
Budget?
When should this be published?
7
Publish content on LinkedIn
2 days from previous step
Publish and document your LinkedIn post.
Post Configuration:
Paid Advertising: {{paid-advertising-7644037}}
Budget (if paid): {{budget-7644036}}
Publishing Checklist:
- Verify post appears correctly on LinkedIn
- Check all links are working
- Confirm targeting settings for paid posts
- Upload screenshot of published post below for documentation
Form fields in this step
Screenshot
8
Publish content on Twitter/X
2 days from previous step
Publish and document your Twitter/X post.
Post Configuration:
Paid Advertising: {{paid-advertising-7644045}}
Budget (if paid): {{budget-7644044}}
Publishing Checklist:
- Verify tweet appears correctly
- Check all links and media are working
- Confirm targeting settings for promoted tweets
- Upload screenshot of published post below for documentation
Form fields in this step
Screenshot
9
Publish content on Facebook
2 days from previous step
Publish and document your Facebook post.
Post Configuration:
Paid Advertising: {{paid-advertising-7644040}}
Budget (if paid): {{budget-7644039}}
Publishing Checklist:
- Verify post appears correctly on Facebook
- Check all links and media are working
- Confirm targeting settings for boosted posts
- Upload screenshot of published post below for documentation
Form fields in this step
Screenshot
10
Publish content on Instagram
2 days from previous step
Publish and document your Instagram post.
Post Configuration:
Paid Advertising: {{paid-advertising-7644026}}
Budget (if paid): {{budget-7644025}}
Publishing Checklist:
- Verify post appears correctly on Instagram
- Check hashtags are working (not shadowbanned)
- Confirm targeting settings for promoted posts
- Upload screenshot of published post below for documentation
Form fields in this step
Screenshot
11
Define campaign goals and strategy
2 days from previous step
What are you promoting and why?
Define your campaign objectives - awareness, engagement, or conversions.
Action Items:
- Review your content calendar for upcoming themes
- Identify target audience segments and demographics
- Set measurable KPIs for tracking success (reach, engagement rate, conversions)
- Determine campaign timeline and key milestones
12
Create campaign content and assets
5 days from previous step
Prepare all creative materials for your campaign.
Content Checklist:
- Write copy tailored to each platform (character limits, tone, hashtags)
- Prepare all visuals - images, graphics, and video content
- Ensure brand consistency across all assets (colors, fonts, logos)
- Optimize image sizes for each platform (LinkedIn: 1200x627, Twitter: 1200x675, Facebook: 1200x630, Instagram: 1080x1080)
- Create multiple variations for A/B testing if applicable
Quality Check:
- Proofread all copy for errors
- Verify all links work correctly
- Test video playback quality
13
Review and approve campaign content
7 days from previous step
Get all necessary approvals before publishing.
Approval Workflow:
- Legal review: Check claims, promotions, disclosures, and compliance requirements
- Marketing sign-off: Verify messaging aligns with brand guidelines and campaign objectives
- Executive approval: Required for major announcements, sensitive topics, or high-budget campaigns
Before Completing:
- Document any required changes or feedback
- Confirm final versions are saved and ready for scheduling
- Ensure all stakeholders have signed off
14
Schedule campaign posts
10 days from previous step
Set up posts in your scheduling tool for optimal timing.
Scheduling Checklist:
- Verify optimal posting times for each platform and audience
- Double-check all links and UTM parameters for tracking
- Preview how posts will appear on each platform
- Confirm scheduling dates align with campaign calendar
Best Posting Times (General Guidelines):
- LinkedIn: Tuesday-Thursday, 9am-12pm
- Twitter: Weekdays, 8am-4pm
- Facebook: Tuesday-Friday, 9am-1pm
- Instagram: Monday-Friday, 11am-1pm
Note: Review your own analytics for audience-specific timing.
15
Monitor campaign performance and engage
14 days from previous step
Track results and interact with your audience.
Monitoring Tasks:
- Track campaign metrics across all platforms (impressions, reach, clicks, engagement)
- Respond promptly to comments and questions
- Document engagement patterns and insights
Reporting Metrics:
- Reach: Total number of unique viewers
- Engagement Rate: Likes, comments, shares divided by reach
- Click-Through Rate: Link clicks divided by impressions
- Conversions: Desired actions completed (sign-ups, purchases)
Campaign Wrap-up:
- Compile performance data for reporting
- Note successful elements to replicate in future campaigns
- Document lessons learned and recommendations
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