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S. No.CategoryDetails
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1PlanRead Facebook Ads policy:
https://www.facebook.com/business/help/757209948405699
COPY THIS DOCUMENT FOR YOUR USE
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2PlanUnderstand the Business Key proposition
File > Make a Copy
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3PlanEnsure access to the ad account
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4PlanEnsure access to pixel (data sets)
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5PlanEnsure access to the Facebook page
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6PlanEnsure access to Google Tag Manager
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7PlanEnsure Access to Google Analytics Account
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8PlanDetermine conversion event (traffic, leads, signups, etc.)
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9PlanAlign with a marketing campaign or company initiative
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10PlanDetermine KPIs & success metrics
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11PlanPlan out campaign timeline
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12PlanDetermine audience and targeting
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13BudgetDetermine necessary ROI to justify spend
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14BudgetSet total budget for each campaign
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15BudgetDetermine daily spend breakdown
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16Setup Set up tracking in Facebook and Google Analytics
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17Setup Integration FB conversion API
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18Setup Setup of Payment method
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19Setup If you started by duplicating a campaign do check thoroughly that new changes stuck
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20Setup Set up two ad sets targeting different audiences: Broad and Interest-based
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21Design & CopyIdeate A/B tests for copy, device type, etc.
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22Design & CopyWrite at least 5 ad copies with variations for primary texts, headlines, and descriptions.
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23Design & CopyDesign 3 ad creatives, including at least one video
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24Design & CopyDesign the creatives in three different sizes to suit various ad placements i.e. 1080x1080 (1:1), 900x1600 (9:16), and 1200x628 (1.91:1).
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25Design & CopyCreate an Instant form for efficient lead generation
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26Design & CopyDevelop a dedicated landing page tailored for Facebook
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27Design & CopyAdhere to character limits:
Text: 125 characters
Headline: 25 characters
Link Description: 30 characters
Display URL: 30 characters
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28Design & CopyAdhere to design specs:
Images: 1200 x 628 pixels
Video: 600 x 315 or 600 x 600 minimum
Carousel Image: 1080 x 1080 pixels
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29Setup Add Heatmap to the landing page
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30Setup Ensure that the Facebook Pixel is installed correctly on the landing page
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31Setup Set up custom events if required
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32Setup Create and Test Custom Event is created on the thank you page to track conversions
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33Setup Make sure Events show up in Ads manager
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34Setup Set up email notifications by connecting the CRM (Zapier)
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35Setup Cross-check email notifications of instant form by filling demo lead here:
https://developers.facebook.com/tools/lead-ads-testing
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36Setup Set Campaign Start date too far ahead in future ( this can be changed when starting)
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37Setup Schedule ad sets in Facebook or your ads management software.
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38Setup Set minimum time frame for running your test to gather sufficient data
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39Setup Schedule daily ad spend
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40MonitorMonitor campaign Analytics in Facebook
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41MonitorMonitor Google Analytics
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42MonitorNote which ad sets are performing well
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43MonitorNote if Facebook flagged any ad issues
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44MonitorOptional: Export data to excel for easy analysis
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45MonitorPause and/or edit ad contents as needed
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46AnalyzeAnalyze Budget spent
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47AnalyzeCheck results vs goals/KPIs
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48AnalyzeCheck Customer lifetime value (LTV)
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49AnalyzeCheck Return on ad spend (ROAS)
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50AnalyzeDetermine optimal design, copy, and spend for future campaigns
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51AnalyzeDetermine which ads should be kept running
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