Launching Facebook Ads with Workflow Automation

Source One Software


Launching Facebook Ads with Workflow Automation


Step-by-Step Guide to Setting Up a Workflow Based on a Facebook Lead Form

  1. Access Facebook Ad Launcher

    • Go into your account and click on the Facebook ad launcher.

    • Select “Launch Ad.”

  2. Use an Existing Template

    • Choose an existing template like “ASP” for an after-school program.

  3. Review and Edit Ad Settings

    • Check ad settings for multiple images and audience targeting.

  4. Launch Facebook Ad

    • Click “Launch Facebook Ad” and confirm the ad account and Facebook page.

  5. Modify Ad Account and Pages

    • Disconnect any unrelated ad accounts and pages to focus on your own.

  6. Edit Ad Content

    • Make any necessary changes to the ad content and use custom values for dynamic fields.

  7. Configure Workflow Trigger

    • Click the “Advanced Settings” button to set the lead form button destination and CRM tags.

  8. Set Website URL and CRM Tags

    • Enter your website URL and add the appropriate CRM tag to trigger the workflow.

  9. Finalize and Save Changes

    • Save the changes, input the ad budget and targeting radius, then continue.

By following these steps, you can ensure that a workflow is triggered whenever a lead comes in through a Facebook ad.

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