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Campaign Template Publishing

Learn how to publish a campaign using templates!

Last updated on September 29th, 2023

Introduction

Welcome to the walkthrough on how to publish a new social ads using templates from the Template Library! In this guide you will find all of the navigation and decisions required for publishing a campaign. 

 

Step 1

Navigate to Campaigns Tab

 

Step 2

Navigate to Template Library

 

Step 3 

Choose a Template

Note: Use the Search bar to find templates by objectives or tags.

 

 

Template Publisher

The publisher makes it easy to run a new campaign by reducing the amount of decisions needed to publish a campaign. The Publisher is divided into sections that will require you to complete to run the campaign. Expand the section names below to learn more about each step. 

 

Important Note

The number of steps required for running a campaign from a template can vary depending on how a template is configured. If a section from the list below is not visible in your publisher, it means that the corresponding section of the template cannot be modified when publishing a campaign. 

Additionally, the section numbers in the sample images may be different than your configuration. Follow the names of each section in the publisher to learn more below.

 

Campaign Name

The campaign name is predefined in the template and is used for campaign tracking once published. 

Depending on how the template was configured, users may be able to modify the template name or will be required to keep the predefined name. 

Campaign Name can be changed.

Campaign name is locked. 
 
 

Budget

Select how to distribute the budget across the locations opt-in in the “Locations” section. There are two budget scenarios that will vary depending on the program and payment method.

  1. Set your own budget
  2. Choose budget from a list

 

Scenario 1: Set your own budget 

One Budget Distributed Evenly:
Define a large enough budget that can be evenly shared on all your location(s) for the expected duration of the campaign.

 

Example: A campaign that has 3 locations can share
one budget of $100. When distributed evenly, each
location will receive ~$33.33 in ad spend.

 

Same Budget for each Location

Instead of calculating a large bucket to be divided, you can simply input how much you want each location to
spend.

 

Example: If you know that 4 locations are to spend
$75 each, you can use this option to set a $75
budget per location instead of separately calculating the larger budget of $300.

Manage Budgets by Location

Start by defining a large budget to be distributed (by percentage or dollar amount). Once you move on to selecting locations you can set a unique budget per location.

 

Example: You are publishing a campaign for 3
locations with a budget of $100. If you are aware
that a campaign performs well in one location, you
can attribute more budget to the better performing
location to get a better return on your investment.

 

 

Scenario 2: Choose budget from a list

In this scenario the budget distribution is already predefined. 

 

The action required is to choose an amount from the list of predetermined options. 
 
 

Locations

Decide which of the locations you manage will be opted-in for the campaign. Use the search and custom group filters to help narrow down the list of locations that are visible. 

In the Available Locations section, check
the boxes for the locations that you want to opt-in for this campaign publication. 

 

The Available Locations list will only contain the
list of locations that you manage.

All locations that are selected will appear
in the Selected Locations section. This will
also show the applied budget for each
location depending on what you have
selected in Step 2. 

 

If you selected One Budget distributed evenly or Same budget for each Location, this will automatically be calculated.

Unique budget by location 

If the Manage Budget by Location option was selected in the budget step, users can set a unique “Budget” for each location here.

Enter an amount in the budget field for
each location. Keep an eye on the Total at
the bottom to ensure you aren’t spending
more than your expected budget.
 
 

Dates

Select the dates that you want the campaign to be live on Facebook/Instagram. You will choose a start and end date. The longer the time frame for the campaign, the better Meta can optimize your campaign to get in-front of more consumers who are likely to engage with your ad. 

 
 

Audience

Select the desired targeting radius to deliver the ads. All locations will be set to the same mile/kilometer radius around the geotargeting (e.g., the location's address). Think about where consumers will travel from to redeem the offer to maximize the ad’s effectiveness.
 

Note: If the Audience step is not visible, a geo-target and radius has already been applied to the template. 

 
 

Copy

Here, users can make adjustments to the text within the campaign. There are various fields may be available for editing. The field(s) that are available will vary depending on how the template is configured. Use the ad preview on the right to see changes that are made. 

Body Copy (top)

This is used for main text within the ad and is used for capturing the attention of consumers.

Body Copy (bottom)

This is used for additional text within the ad and is often optional. This can be used for adding local elements or more details on what the ad is about.

Headline

This is the bold text in the call to action section of the ad. 

 

Consider keeping the text brief and to the point. This should help encourage consumers to take action:

  • Order Online today!
  • 5$ off your purchase
  • Buy one Get one Free!
  • Speak with an expert

Description

This is the text below the Headline. This can be used to provide more detail about the business, the ad, or the headline. 

 

Note: If the Copy step is not visible, text for the campaign has already been applied to the template. 

 
 

Media

This is where users can manage the image(s) that will be on the ad. There are three possible scenarios when the media can be edited:

1. Use the media that is already applied. 

Click ‘Continue’ to proceed without making any changes. 

2. Pick another option from a predefined set

One option will be preselected, however, can be changed by clicking on another image tile. Use the preview on the right of the publisher to see how the new image looks. 

3. Upload your own image (if available)

Click on the empty tile to upload a file from the computer's files. Media can be an image or video. 

 

Be sure to consider these Best Practices.

 

Note: If the Media step is not visible,  the media that has already been set for the campaign. 

 
 

CTA (Call to Action)

The call to action is the button on the campaign that encourages engagement. When selecting which CTA button to use, it is important to consider the other components of the ad. CTAs should also reflect the goal of the campaign and consider the likelihood of the audience clicking on the ad.

Note: If the CTA step is not visible, the CTA button has already been set for the campaign. 

 
 

Generate Campaign / Proceed to Payment

This is the final step before the campaign is published. Before continuing, users should review the selections and check out the preview of the campaign before continuing. 

 

If your program requires that you pay for the campaign by credit card, you will be prompted to Proceed to Payment. This will be processed using a secure payment platform known as stripe Stripe. 

 
 

 

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