Leadzai Platform for Partners and SMB

Step-by-step instructions on product features within the platform. Relevant for Partners and SMB

How to Create a Business

First things first, before we start to create a campaign in the UI, you need to create a business. So, if you need help, here is an article that can help you understand and learn how to do this. Let’s boost your business together? 🚀

In a hurry? We’ve got you covered, here is a one minute video to help you understand how to create a business 😀

What is considered a business?

In a very simple way it’s your advertiser, meaning, it’s the account that you create that will sync the Leadzai platform with the network. So, if I’m creating a business with the name “Leadzai” my account name in the networks will be “Leadzai” as wel.

So, how can I start?

You need to open the platform in the business section:

After that, proceed by pressing the bottom “Add business”

In this section, you are going to start creating your business. 🚀

1. First step: Business Name for Ads

Here you are going to add the name of your business, for example, in our case would be “Leadzai”.

2. Second step: Country

Here you will find a list of countries, from A-Z, and you will add the country where your business is based.

3. Third step: Content language

You will choose the language that your content will be written, if you want for your content to be in English, you must choose that same language.

4. Fourth step: Category (Vertical)

You have several options to select, from Accommodation & Hotels to Zoo. You can also manually add your business vertical and the platform will match your choice with the list that we have.

5. Fifth step: Website

In order for the AI generation to work accordingly to information about your business, you must add your website in this box. Then, when you start to create your ads and use “Automatic creation” your ads will be as complete as your website.

These are the mandatory steps in order to create your business in the UI.

Then you will find “Additional Options” which are optional. Here you can insert your business name - note this name will not be used in the ads, is for internal usage. The external ID in case you want to add a number to your business, and lastly the email address of POC.

If you require additional assistance, don't hesitate to contact us. You can reach us by email at support@leadzai.com

We're here to support your growth journey. Let's thrive together!
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How to Create a Campaign
You have just found out that you can empower your business by creating digital marketing campaigns using our platform in 5 easy steps. 🙂

Campaign creation can be manual or via API. This article will be focus on the in platform process.
1. You will need to create a business so you can link it to your campaign. Find the steps in how to create a business here.
2. After creating your business, the next step is to create your campaign. In your dashboard, you will be able to find the campaign logo. In the top hand corner, you will be able to see the campaign “button”: Create campaign
1. After clicking on the campaign button, a window will open for the user to fill all the information of the campaign.
1. On the campaign creation stage, you will need to link the business you previously created to your campaign.
2. The language you select on the drop-down menu will be the primary language of your future ads.
3. The category is your business area field.
4. The last mandatory step is to choose your goal: clicks or leads.
  Note: Leads campaigns require tracking installation.
5. Lastly, to move to the creation stage, click on the “start button”
6. Now you have a fully set up business and a draft campaigns, waiting to be populated. You can choose to use our AI to scrap your landing page and collect the most relevant data to customize your campaign, or you can create it manually.
Note: Everyone is entitled to change their mind - you can let the automatic creation do its magic and after, make the necessary changes. 🙂

If you require additional assistance, don't hesitate to contact us. You can reach us by email at support@leadzai.com

We're here to support your growth journey. Let's thrive together!
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How to Manage Locations
Location-based marketing campaigns have become an essential strategy for businesses to reach their target audiences effectively. Leadzai allows users to create marketing campaigns by adding and excluding specific locations. Properly managing locations can significantly impact the effectiveness of your advertising campaigns, and Leadzai just made it simple!

In a hurry? We’ve got you covered, here is a 2 minutes video to help you understand how to manage your campaign locations 😀

How to add locations

1. Go to the tab “Locations”, and select the option that better suits your needs: Automatic creation or manual creation.
- Automatic creation - Location is automatically generated based on previous inputs, it allows the selection of locations to keep, or can be removed after.
- Manual creation - This option gives greater control over the campaign and enables to customize it according to specific requirements.
1. After choosing the manual creation, select between two location options: Location or Location with radius.
- Location with radius allows the selection of a location and set a radius around it, ranging from 1 to 60 kilometers. This is useful for businesses that want to target a particular geographic area around a specific location.
- Location allows the selection of a specific geographic area for the campaign to target. Type in the desired location on the empty field. The platform will then search for that location and provide options based on the input.
3. Type in the desired location on the empty field. The platform will then search for that location and provide options based on the input.
1. Save your location.
How to exclude locations
1. Once manual creation is chosen, select the option to exclude a location. This ensures that the campaign's ads will not be shown in the specified location(s).
By incorporating the ability to add both target and excluded locations, it allows businesses to refine their audience targeting.

With these location-based features, businesses can ensure that their ads are shown to their desired audience while also excluding irrelevant or uninterested regions.

In summary, managing locations during the ad creation step in Leadzai is not just a formality, it's a strategic decision that can have a significant impact on the success of your advertising campaigns. By targeting the right locations, you can reach your desired audience more effectively, improve cost efficiency, deliver personalized experiences, and optimize performance for better results.

Don't overlook this important step, take advantage of location-based targeting to elevate your advertising efforts to the next level.

If you require additional assistance, don't hesitate to contact us. You can reach us by email at support@leadzai.com

We're here to support your growth journey. Let's thrive together!
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How to Manage Keywords
Keywords play a very important role in digital marketing campaigns, acting as the bridge between what users are searching for and what advertisers offer. Essentially, keywords are specific words or phrases that advertisers target to ensure their ads are displayed to relevant audiences when they search for those terms.

In digital marketing campaigns, keywords are classified into three main types of matches: exact match, phrase match, and broad match. Each type serves a distinct purpose in targeting your ads to the right audience.

Why is important to choose the right match type:
- Exact Match: Provides precise targeting, but may limit reach.
- Phrase Match: Offers a balance between specificity and reach.
- Broad Match: Maximizes reach, but may result in less relevant clicks.
Let's break it down, one by one:

Exact Match Keywords: Specific terms or phrases that only trigger your ads when users search for the exact word or phrase you've specified, without any additional words before, after, or in between. Example: If your exact match keyword is "red shoes," your ad will only appear when someone searches for "red shoes" and not for variations like "buy red shoes" or "red shoes for women."

Broad Match Keywords: Phrase match keywords trigger your ads when users search for the exact phrase you've specified, but it allows additional words before or after the phrase. Example: If your phrase match keyword is "red shoes," your ad may appear for searches like "buy red shoes online" or "red shoes for sale," as long as "red shoes" is included in the search query.

Broad Match Keywords: Broad match keywords are the least restrictive type and trigger your ads for a wide range of variations, including synonyms, misspellings, related searches, and variations of the keyword phrase. Example: If your broad match keyword is "red shoes," your ad might appear for searches like "buy crimson footwear," "red sneakers," or "shoes in red colour."

By understanding the differences between these match types, advertisers can effectively tailor their keyword targeting strategies to reach the most relevant audience while optimizing their campaign performance.

In a hurry? We’ve got you covered, here is a 2 minutes video to help you understand how to manage your campaign keywords 😀

How to add keywords to your campaign
- Start by accessing the campaign you wish to modify and navigate to the "ads and keywords" view.
- Open the ad group where you want to add keywords. Then, click on the option to edit keywords.
- To include the specified keywords, type the word followed by a comma and then click "add to list."
How to exclude keywords to your campaign

While adding keywords helps target relevant audiences, excluding certain keywords ensures your ads don't appear for irrelevant searches. Exclude keywords are terms or phrases for which you do not want your ads to be displayed.
- Similar to the process of adding keywords, start by accessing the campaign you wish to modify and navigate to the "ads and keywords" view.
- Open the ad group where you want to add keywords. Then, click on the option to edit keywords.
- To exclude the specified keywords, type the word followed by a comma and then click "add to list."
How to delete keywords from your campaign
- To delete a keyword or excluded keyword, simply press on the keyword and then select “remove keywords”.
Incorporating both targeted keywords and carefully chosen exclude keywords is essential for optimizing the performance and relevance of your digital marketing campaigns, helping you reach the right audience and achieve your advertising objectives.

If you require additional assistance, don't hesitate to contact us. You can reach by email at support@leadzai.com

We're here to support your growth journey. Let's thrive together!
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How to Create Image Ads

With Leadzai platform, you can add images to your ads, if running on Facebook, Instagram, and Google (Responsive Ads) and it can be done automatically, using AI, or manually with an upload image at your choice.

If you decide to do it in a manual process, there are certain rules that must be followed to comply with the network's policies and requirements.

Now you can add your personal images to better alight with your core business. You can add all the images or just a few.

If you're advertising on Facebook and/or Instagram, you can choose to create an image Ad and a Carousel Ad

If you require additional assistance, don't hesitate to contact us. You can reach us by email at support@leadzai.com

We're here to support your growth journey. Let's thrive together!

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What are the different campaign status?
We have seven status:
- Draft: Campaign created or in creation process, not lunched yet;
- Running: Active campaign, running within the time frame established;
- Partially running with problems: Some ads might be impacted by issues, but not all;
- Problems: Campaign with problems overall, campaign is not running on the network;
- Paused: Manual status, pauses the campaign in all networks;
- Archived: Campaign reached the scheduled end date and automatically archives, can be reactive by updating the end date to a future one;
- Cancelled: Manual and irreversible status, cannot be reactivated.
A campaign can have more than one status (e.g. running, problems), when the root cause of the problems impacts the campaign but not does prevent it to run.
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How can I pause and restart a campaign?

You can certainly pause your campaign whenever you need to, we understand that adjustments are a natural part of the digital marketing process. If you decide to pause a campaign, you can easily do so through our platform, under the campaign menu. Select more actions (three dots) and pause.

When you're ready to restart a paused campaign, simply navigate to your campaign settings, again, and choose the option to resume. It's that simple!

We're here to provide you with the flexibility and control you need to manage your advertising efforts effectively. 🙂
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Can I adjust the network of campaigns after publishing it?

Absolutely! Just like changing your mind is part of the process, we understand the need for flexibility in digital marketing. Once your campaigns are live, you have the freedom to adjust the networks they're running on.

Whether you want to pause, delete, or explore advertising on different networks, we've got you covered. Your budget can be distributed across multiple networks to maximize your reach and effectiveness.
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Can I make adjustments to running campaigns?

Of course! Automatic creation will be advantageous in saving time and collecting information from the website, but it can be adjusted afterwards to ensure your campaign is designed in the most efficient way.
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Platform Report Metrics
Leadzai platform allows you, not only, to create, edit and manage campaigns, but also gives you a full visibility of the most relevance performance metrics associated with it.

Here you can consult all the performance metrics available, aggregated by levels. Team and campaign level metrics can be segmented by any date range of your choosing.

Team-only level
- Total businesses (advertisers)
- Total campaigns
- Active campaigns
Screenshot of the Team level dashboard

Business (Advertiser) level
- Total Campaigns
- Running Campaigns
Team and Campaign levels
- Total clicks
- Total impressions
- Total cost
- Clicks
- Impressions
- Goals (also per Network)
- CTR (also per Network)
- Budget fulfilled
- Budget
Campaign level
- Total clicks
- Total impressions
- Total cost
- Clicks
- Impressions
- Goals
- CTR
- Budget fulfilled
- Budget
- Cost per goal
- Target Monthly Goals
- Per network
  - goals
  - CTR
  - Impressions
  - clicks
- Per device type
  - Impressions
  - clicks
- Per age range
  - clicks
- Per location
  - Impressions
  - clicks
  - CTR
- Per budget period
  - Budget
  - rollover
  - total amount spent
  - total budget
  - budget fulfilled
  - and pacing
  - budget period
- Per hour of day
  - clicks
  - goals
  - CTR
  - cost
  - impressions
- Per Ad Group/Ad/Keyword
  - clicks
  - goals
  - impressions
Screenshots of the Campaign level dashboard

If you require additional assistance, don't hesitate to contact us. You can reach us through live chat or by email at support@leadzai.com

We're here to support your growth journey. Let's thrive together!
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How to check if a page has been claimed by a Business Portfolio (former Business Manager)?

Whether your page is claimed by a Business Portfolio or not, will impact the steps you need to take for the Facebook linking process. In order to check if the page has been claimed by a Business Portfolio (former Business Manager), please follow the steps below:

1. Go to Facebook

2. Switch to the page's profile

3. Go to https://www.facebook.com/settings/?tab=profile_access;

Now you will be able to see if the page is inside a business portfolio or not.

The screenshot above shows a page that is not claimed by Business Portfolio - "Business Portfolio Access" does not appear.

The screenshot above shows that the page is claimed by Business Portfolio - "Business Portfolio Access " appears.

In order to get a step-by-step instruction on how to link Facebook for either of the scenarios listed above, please review this article.
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How to Connect the Facebook Page
If you are interested in advertising your business through Facebook and Instagram, you will need to connect your Facebook page, so the ads appear under your Page’s name.

In a hurry? We’ve got you covered, here is a 2 minutes video to help you understand

how to connect your Facebook page 😀

Before You Get Started, You Need to:
- Have access to your Leadzai Account;
- Create the Business and the Campaign on the platform;
- Have a Facebook account with full permission of the desired Facebook page;
- Have full control over the page’s Business Portfolio (if existent);
- Allow pop-ups.
Steps:
1. Access your campaign, by clicking on the 3 dots, and then “Edit”;
1. On the Ads & Keywords step, you will be able to click on “Add new ad”, and choose between Automatic creation or Manual Creation.
1. With these steps concluded, you can now select the Facebook and/or Instagram options, and the ad type desired.
A) Highlighted in blue is where you select a Facebook Page (in the case you have already connected one before);

B) Highlighted in green is where you can add a new Facebook page via email;
1. Add your email address to the highlighted green box;
1. An automatic email will be sent after “Send Email” is clicked;
1. When clicking on “Login to Facebook”, you will be redirected to a new Leadzai Page.
1. Here, click again on “Login with Facebook”
1. A pop-up will appear, and you will be able to connect your Facebook account when clicking on “Continue as”.
  1. If this isn’t the first time you are connecting your Facebook account to the Leadzai platform, click on “Edit previous settings.”.
1. Select the Page(s) you want Leadzai to access, click “Continue”, and then “Save”.
1. You will be redirected to the Permissions page, where you should select the pages you want to grant access to, and click “Save”.
  
  A) If there are no pages/pages missing on the “Facebook Pages List”, jump to the end of the article and read the “If your page is not appearing on the Facebook Page List” step;
1. A new pop-up will open, where you should click on “Edit previous settings”.
1. Here, under “Opt in to current businesses only”, select the page’s corresponding Business Portfolio (if existent), and click “Continue”> ”Save” > “Got it”.
  1. If the page doesn’t have a Business Portfolio, you can ignore this step.
1. Here you will be able to see if the permissions have been successfully granted, and if you have connected the Facebook page.
1. When the permissions were successfully granted, go back to the Leadzai platform and click on “Refresh”. You will be able to see the page(s) added and select the desired one.
If your page is not appearing on the Facebook Page List
1. Access your Facebook account and switch to your page profile;
2. Once in the Facebook page profile, go to this link: https://www.facebook.com/settings/?tab=profile_access
3. Check if you can see if your user is added to either People with Facebook access OR People with task access
1. If you are not added in one of these two categories, please try to add yourself or ask the page owner to add you;|
2. If you can't add yourself, your account may be a gray account, or there might be some issues with the privacy settings.
As a complement, please check these documentations about permissions and gray accounts

https://www.facebook.com/help/187316341316631

https://www.facebook.com/help/369595471691643?helpref=faq_content

If you require additional assistance, don't hesitate to contact us. You can reach us through live chat or by email at support@leadzai.com

We're here to support your growth journey. Let's thrive together!
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Making the Most of Your Campaign: The Power of Extensions
What are campaigns extensions, and why are they so important ?

Ad extensions are an excellent opportunity to add more information that helps reinforce the message of our advert and is relevant to the user.
Presenting extensions also means that the space occupied by the ad will be larger and so we'll probably achieve a higher CTR (Click Through Rate).

In a hurry? We’ve got you covered, here is a one minute video to help you understand how to add extensions to your campaign 😀

What type of extensions are available in the Leadzai UI?

You can find our extensions in the “Ads and keywords” tab, then click on the “Advanced options” button, followed by “Ad extensions”.

Leadzai platform supports six types of extensions:
- Call extension;
- Callout extension;
- Image extension;
- Location extension;
- Sitelink extension;
- Snippet extension.
Now that you are aware of the options you can add to your campaign, let’s learn and understand how can each of these extensions be beneficial to your campaign and performance. 🚀

Call extension

This extension allows you to include a phone number in your ad, making it easier for potential costumers to contact you directly. It’s particularly useful for businesses that rely on phone calls for conversions.

Callout extension

Callout extensions allow you to highlight key selling points or unique features of your products or services. They help you increase visibility and encourage interaction with the user by providing valuable information.

Image extension

Image extensions allow you to include images next to your ads, making it more visually appealing. Visual content aligns with users more effectively than the text alone, so this extension can help you improve the performance of your ads and consequently increase engagement.

On Leadzai platform, we have certain criteria that you must follow in order to create this extension.

Location extension

Location extension presents your business address, phone number, and map marker with your ad. They are specially important for business with physical stores / facilities, as they help the user to find your store easily and encourage them to visit your store.

Sitelink extension

Sitelinks extensions allow you to add ad additional links to specific pages of your website within the ad. This gives users more options to explore your website and find relevant information, products, and services faster. Sitelinks can improve the user experience and direct users to the most relevant landing page, increasing the possibility of generating conversions.

Snippet extension

Snippet extensions allow you to highlight specific aspects of your products or services, such as categories, features, or benefits. They provide additional context and information to the user, helping them make informed decisions and increase the relevance of your ads.

If you require additional assistance, don't hesitate to contact us. You can reach us through live chat or by email at support@leadzai.com

We're here to support your growth journey. Let's thrive together!
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How does automatic campaign creation work?
Leadzai scrapes the website provided when creating an advertiser and uses AI models and Natural Language Processing techniques to generate:
- Targeting Locations;
- Ad Groups;
- Ads (Headlines, Descriptions, Images, Logos);
- Keywords;
- Audiences.
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How can I create a campaign?

Campaign creation can be manual or via API. Here you can read an article focus on the in platform process for campaign creation.
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What kind of Facebook permissions are needed to link my account?

There are two different scenarios we can encounter when linking a Facebook Page, that require different types of permissions:

1. Facebook Page without a Business Portfolio: The person connecting the page should only have full control of the page to be able to connect it;

2. Facebook Page with a Business Portfolio: The person connecting the page should have full control of the page AND full control of the Business Portfolio, to be able to connect it.

Please note that both the page and Business Portfolio should be complying with Meta's rules in order to make the connection. Check this link to see if your page is healthy, problem-free, and ready to advertise on Meta.

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How to Set up the Right Audience

In the ever-evolving market of digital marketing, one aspect remains constant: the importance of targeting the right audience. While the tools and networks may vary, the fundamental principle of reaching the right people, with the right message and at the right time remains unchanged. Setting up the right public audience can make the difference between mediocre results and exceptional ones. Here's why it matters:

1. Precision Targeting Leads to Higher Engagement
By setting up the right public audience based on demographics, interests, behaviour, and other relevant factors, you can ensure that your message resonates with those most likely to engage with your business/service.

2. Budget Control and Cost Efficiency
Choosing the right public audience, you can channel your budget spend, focusing on those who are most likely to convert, allowing you to achieve your goals more efficiently.

3. Tailored Messaging for Personalized Experiences
Audience and campaigns structure are connected. You should tailor your ads copy and keywords to address the specific needs of your target audience, showing your proposed value. Relevant message increases engagement, builds brand loyalty, and drives conversions if focus to the right audience.

4. Building Brand Credibility and Loyalty
An effective campaign is more than just selling products or services: it's about building relationships with your audience. By setting up the right public audience you can improve your position and status, as an excerpt in your area field and gain the trust of your target audience. Over time, this trust translates into brand loyalty, positive feedback and referrals, ultimately driving sustainable growth for your business.

In a hurry? We’ve got you covered, here is a 2 minutes video to help you understand how to customize your target audience 😀

Step-by-step guide

1. Consider the panel Audience. You can choose to let our AI scrap your lading page to learn who are the right individuals to your campaign, or you can tailor it using manual creation.

2. Audience is set up for all ad groups of the campaign. They can be the same, or ad group-specific. If you’re happy with the automatic creation suggestions, you’re all set! You can edit anytime. 🙂

3. You can adapt the gender, age range, devices, targeting languages and areas of interest.
Note: Areas of interest are exclusive for Meta Ads (Facebook and Instagram).

If you require additional assistance, don't hesitate to contact us. You can reach us through live chat or by email at support@leadzai.com

We're here to support your growth journey. Let's thrive together!
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What are the preconditions for running campaigns on Instagram?

In order to run a campaign on Instagram, you will need to:

1. Have an Instagram Business account connected to the main Facebook Page;
2. Comply with Meta's Advertising Standards and Policies.

If you don't have a business account on Instagram, or it isn't connected to the Facebook page, the campaign won't run on that network and the ads will show the status "Problems".

Click here to see how to connect the Instagram Page to the corresponding Facebook Page.
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How to Manage Your Campaign Budget and End Date
Setting up the monthly budget of your campaign, it’s essential for the success of it. Whether it’s boosting brand awareness, driving website traffic or increasing sales, defining your goals is the compass that guides your marketing efforts.

In a hurry? We’ve got you covered, here is a 2 minutes video to help you understand how to manage the budget of your campaign 😀

How does the budget work?

At Leadzai’s platform, you can choose the Monthly Budget for your campaign. The campaigns have budget period cycles, once they began to run, and the amount of results is based on the budget that was selected and the cost per goal.

When creating the campaign, you will have a menu where you can check the Cost Per Goal - Which is based on the content of the campaign, category of the business, targeting criteria and goal of the campaign (Clicks or Leads) - and Choose the Monthly Budget you want to spend.

For that, you will need to follow these steps:
1. Go to the tab “Budget”:
1. Click on “Edit” and this menu will appear, so you can choose the monthly budget you want to spend, based on the cost per goal. Once you select the budget you want to spend, click on the option “Save”.
For example: If the cost per goal is €0.10, and you want to be able to achieve 1000 goals per month, you will need to select €100 for the value of the monthly budget.

You will only pay for results, so, if you want a clicks campaign, you will pay for each click and if you want a leads campaign, you will pay for each lead you’ll receive.

NOTE: If the monthly value isn’t spent, by any reason, in the current budget period, the remaining value will be reflected in the next budget period, and referred as rollover on the budget period table.

You can find all the information on the dashboard of your campaign:

How to select an end date for the campaign?
1. You can find in the menu “Summary” the option to choose the campaign duration:
1. You will need to go to the option “Campaign Duration” to select the end date of the campaign:
If you require additional assistance, don't hesitate to contact us. You can reach us through live chat or by email at support@leadzai.com

We're here to support your growth journey. Let's thrive together!
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How can I track user activities within the platform?

You can track all impactful changes, made to the campaign, on the overview panel, on the menu history logs.

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Leadzai Platform for Partners and SMB

How to Create a Business

What is considered a business?

So, how can I start?

1. First step: Business Name for Ads

2. Second step: Country

How to Create a Campaign

How to Manage Locations

How to Manage Keywords

How to add keywords to your campaign

How to exclude keywords to your campaign

How to delete keywords from your campaign

How to Create Image Ads

What are the different campaign status?

How can I pause and restart a campaign?

Can I adjust the network of campaigns after publishing it?

Can I make adjustments to running campaigns?

Platform Report Metrics

How to check if a page has been claimed by a Business Portfolio (former Business Manager)?

How to Connect the Facebook Page

Making the Most of Your Campaign: The Power of Extensions

What type of extensions are available in the Leadzai UI?

How does automatic campaign creation work?

How can I create a campaign?

What kind of Facebook permissions are needed to link my account?

How to Set up the Right Audience

What are the preconditions for running campaigns on Instagram?

How to Manage Your Campaign Budget and End Date

How does the budget work?

How to select an end date for the campaign?

How can I track user activities within the platform?