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Facebook ad set up

5 Steps to De-Stress Your Facebook Ad Set Up (and Your Life)

We know, setting up Facebook ad campaigns can be a stressful and curse-word-inducing experience. But before you pull out all your hair, there’s hope! Follow these 5 simple steps to make your next Facebook ad campaign (and your life) less stressful and increase your satisfaction.

For this example campaign, we created multiple ad groups based on target audiences and tested multiple ad variations based on ad format, creative, and call-to-action.

 

Step #1 – Before Setting Up Your Facebook Ads… Get Your Creative, Copy, & Character Limits Straight

Before you even begin setting up your Facebook ad campaign, collect all of the ad copy, creative content (ex. video, images), URLs (and campaign UTMS), and any other materials you’ll need to put together your ads (ex. video subtitle SRT file, etc.).

  • Check out the Facebook Ads Guide to get your creative dimensions, text limits, and other design guidelines for your ads.
  • Use this Facebook Ad Copy Template to check your ad copy against Facebook’s character recommendations. (Note: the character limits in this template are for Facebook Conversion ads but you can easily update this template for any other ad objectives).
  • Use the Google Campaign URL Builder to generate trackable URLs for your ads and store all of these URLs in a spreadsheet. I recommend using:
    • Source = Facebook
    • Medium = Paid
    • Campaign = your campaign name
    • Content = the most important segment(s) you want to track and test, ex. audience, creative type, CTA
Facebook Ads Guide

Check out the Facebook Ads Guide to get your creative dimensions, text limits, and other design guidelines for your ads.

Use this Facebook Ad Copy Template to check your ad copy against Facebook’s character recommendations.

Use the Google Campaign URL Builder to generate trackable URLs for your ads and store all of these URLs in a spreadsheet.

Step #2- Create Your Audiences Ahead Of Time

I recommend creating your audiences ahead of time within the Ads Manager “Audiences” tool, which will help with updating and refining your audiences for this campaign and future campaigns.

  • If you’re using some standard targeting parameters across your audiences, create a template audience with these parameters (ex. age, income level, zipcodes) within your campaign. Then, within the Audiences tool, update this template audience and “Save As New” for each individual audience.
  • Within the Audiences tool, you can also create custom audiences such as Lookalike or Remarketing audiences. If you want to suppress certain people (ex. existing customers or people who’ve already signed up) from your ads, you can create a custom audience (based on a CSV or Facebook pixel) and then exclude this audience within your ad sets.
  • If you’re geo-targeting your ads, save all your zipcodes onto one file. When you’re ready to create your audience, copy and paste your zipcodes (“Add Bulk Locations”) into your audience.
create a template audience

If you’re using some standard targeting parameters across your audiences, create a template audience with these parameters within your campaign.

Create your audiences ahead of time using Facebook’s Audiences tool.

Facebook Audiences tool

Within the Audiences tool, update your template audience and “Save As New” for each individual audience.

Lookalike and Remarketing audiences

Within the Audiences tool, you can also create custom audiences such as Lookalike or Remarketing audiences.

You can create a custom audience (based on a CSV or Facebook pixel) and then target or exclude this audience within your ad sets.

Facebook Geo-targeting

If you’re geo-targeting your ads, copy and paste your zipcodes (“Add Bulk Locations”) into your audience.

 

 

Step #3 – Set Up Your Facebook Ads

Power Editor has some helpful tools that allow you to make bulk updates, which will save you time and headache.

  • After you’ve created your campaign, use Power Editor to create one ad set with the timeline, budget type (ex. Daily or Lifetime), conversion pixel, placements, optimization & delivery type, and any other elements that will be the same across all your ad sets.
  • Find your audience using the “New Audience” drop-down menu.
  • Duplicate your ad set into the existing campaign. Update the name, audience, and any other variations within the ad set. Do this to create all your ad sets.

Use Power Editor to create one ad set with the timeline, budget type, and any other elements that will be the same across all your ad sets.

Find your audience using the “New Audience” drop-down menu.

Duplicate your ad set into the existing campaign. 

Step #4 – “Duplicate” & “Find & Replace” Are Your Friends

This works well if your ad creative and copy are consistent across your ad sets.

  • Use Power Editor to create your ads. Create all your ads in one ad set. Include the ad set, Ad Version, and any other testing parameters in the name of your ad (ex. Single Image [Image Name] – [“Your CTA”] CTA [Audience Name]). Then select and duplicate your ads into a different ad set.
  • Rename your ad versions using the “Find & Replace” tool. This way, you can update the names of ads to include the correct ad set (i.e. audience) name.
  • You can also select multiple ads at a time and edit any parameter that is consistent across these ads. So for example, you can update the URL of all ads after duplicating them into a different ad set.

Rename your ad versions using the “Find & Replace” tool.

You can also select multiple ads at a time and edit any parameter that is consistent across these ads.

Step #5- Don’t Forget to Review & Confirm Draft Changes

Make sure you don’t lose any work by periodically reviewing and confirming draft changes within Power Editor.

  • Unlike Facebook Ads Manager, Power Editor allows you to “confirm” (or save) your changes before actually placing your ad order. This is particularly helpful if you want to start setting up your ads before you have the creative or any other materials you’re waiting on.
  • With each bulk update you make, review and confirm your changes to ensure that your updates are “saved”. I recommend reviewing and confirming between each major step or change you make (ex. after creating all ad sets, creating all ad versions, and duplicating all ad versions).
  • Once your ads are ready to go, go into Ads Manager to place your order.

With each bulk update you make, review and confirm your changes to ensure that your updates are “saved”.

You’ve Launched Your Ads! What’s Next?

Awesome! You’ve finished setting up your amazing, sophisticated, and seamless Facebook ad campaign. Congrats. Celebrate your success! Do a happy dance. Pop open a La Croix.

Once results start coming in, you’ll want to start tracking and analyzing your data in order to optimize your ad performance. Feeling that panicked feeling creeping back in? Take a deep breath and check out my blog post, How To Track Facebook Conversions in Google Analytics for a step-by-step guide to gaining powerful conversion data and making the most of your Facebook advertising dollars.


We want to hear from you. What tools and tricks have you discovered that make Facebook ad setup (and life) easier for you?

Ready to take your Facebook ad campaigns to the next level? Need some help getting there? Get in touch! We’d love to help.

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