PSAI Ads Manager makes it easy to design custom ads, launch them on Facebook, and monitor their performance—without ever having to leave the PSAI dashboard. Follow the instructions below to create a new ad in just a few minutes.
This article explains how to create a new ad from scratch, but there are other ways to generate ads, too, including choosing an AI Recommended ad or duplicating an existing ad.
1. Go to Ads Manager
Start by logging into PSAI and clicking "Manage" from the left-hand toolbar. This will bring you to your Ads Manager page.
If you're using Ads Manager for the first time, we recommend going through the guided tour to get your account set up. Read more about the set-up tour here.
Don't see Ads Manager in the left-hand toolbar? Then you likely do not have access. Speak with your PSAI administrator about granting you the correct User permissions for Ads Manager.
2. Click the Blue Plus (+) Button
From your Ads Manager page, click the blue plus sign (+) in the upper right corner.
2. Choose Your Ad Type
From the "Create a New Ad" panel that pops up, you'll start by choosing one of three different types of ads:
- Promote an Existing Offer
- Show Off a Recent Job
- Create My Own
3. Choose Your Product Type
The first screen that appears next, regardless of your ad type, will be the product selection. Click to choose the product you're featuring for this Facebook ad.
In order to create a focused ad that encourages Facebook users to engage, you can only choose one product per ad.
4. Complete Basic Information
In the following panels, you'll be guided through the ad generation process, step by step. The exact steps will vary slightly depending on which type of ad you chose in step #2, but in general, these steps may include:
- Uploading an image or images
- Linking to a video (hosted on YouTube or Vimeo)
- Opting for PSAI to populate your ad with an AI-recommended image
- Entering a specific dollar ($) or percent (%) discount
For example, a raffle/sweepstakes ad will include a screen like this. Other ad types are similar, prompting you to enter a specific piece of information to help you generate an effective ad.
For all types of ads, the final screen of the ad generation process will look like this.
On this screen, you will:
- Name your ad. Choose a name that is clear and descriptive.
- Choose a target location. Enter a zip code or neighborhood that should be the center of your target audience reach.
- Set your reach. The radius you choose will center on your target zip code and get larger as you move from concentrated to broad. (Keep in mind that a more concentrated area will be closer to your target location but will also have fewer potential leads on Facebook, so it's up to your marketing goals which reach is best.)
The name you choose for your ad will appear as the "lead source" for any associated leads in your Com Portal (as shown in the image below). Try to choose a name that you can understand at a glance and can easily use to filter your leads.
5. Click "Generate Ad"
Once you've finished all of the design panels, click "Generate Ad" to complete the first phase of the ad generation process.
After you've clicked "Generate Ad," you'll be taken to the final set of screens to complete your ad and launch it on Facebook.
6. Review Your Ad Settings
The first screen is primarily a quick review of the choices you made in the previous steps. It shows you the ad name, the type of ad, and the product you selected.
You can rename your ad here, but if you want to change the type of ad, you'll need to click "Delete Ad" (in the bottom right corner) and start the process from Step #1.
The Ad Settings page is also where you'll add an endpoint for an external CRM, if you want to flow your leads into an external CRM in addition to the Com Portal.
After you've reviewed your ad settings, click "Save & Next."
7. Edit Your Ad Design
On the next screen, you'll be shown a preview of your ad. If you like how it looks already, then simply click "Save & Next" at the bottom. If you want to edit the ad further, then click "Change."
Learn more about your options for editing your ad design here.
8. Edit Your Lead Capture Form
Similar to the Ad Design page in the previous step, you'll next be shown a preview of your Facebook lead capture form.
Click "Save & Next" to accept the form exactly as it appears now, or click "Change" if you'd like to make some edits. (You can learn more about editing your lead capture form here.)
The lead capture form displays directly in Facebook, and any Facebook user who fills out the form will automatically enter your Com Portal as a new lead.
9. Set Your Launch Parameters
This is the final screen to complete, and then you'll be ready to launch your ad on Facebook!
As shown in the screenshot below, this page is where you'll set your ad's run time and total budget, as well as the individual email addresses to be notified whenever a Facebook user fills out your form.
We'll automatically populate these fields with our suggested dates and spend, but you are welcome to adjust as needed. Learn more about the launch parameters here.
10. Launch Your Ad
Once you've set your launch parameters, all you have to do is click "Launch Ad"!
Please note that this button will only become active (and green) once all required fields are complete. If the button remains gray, that indicates that something is missing. Click into Ad Design, Lead Capture, and Launch Parameters to make sure everything is filled in.
Once you've launched your ad, you won't be able to make changes to it in Ads Manager, so we recommend doublechecking that everything looks good before you click "Launch Ad" on the final confirmation screen, shown below.
That's it! Check that you agree to the terms and conditions and then click "Launch Ad" here to launch to Facebook straight away.
Now that you've launched your ad campaign on Facebook, learn what you need to know to monitor its performance and nurture the resulting leads: