6. Create Ads

Steps to Access Ads Dashboard

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The Ads Dashboard helps you manage, filter, and monitor all ad assets within your ABM tool.
Here’s a breakdown of the dashboard's key components and functionalities:

Dashboard Overview

  • Draft & Active Ads: This tab displays all ads that are currently in the draft or active state.
  • Archived Ads: Ads that are no longer in use and have been archived.
  • All Ads: This tab consolidates all ads across active, draft, and archived states.

Main Features

  1. Filters
      • You can filter ads based on:
        • User: Select the user who created or manages the ad.
        • Created Date: Set a date range for when ads were created.
        • Status: Filter ads by their state – Draft, Active, or Archived.
        • Format: Choose the ad format, such as Static or Dynamic.
        • Ad Type: Classify ads based on their purpose (e.g., display, video).
Actions:
  • Apply Filter: View filtered ads based on selected criteria.
  • Reset: Clear all filters.
 
  1. Ad List Table This section lists all the ads in an organized table format with the following columns:
Column
Description
Ad
The name of the ad. Can be edited or cloned using the respective options by clicking on the 3 dots against them.
Status
The current state of the ad: Draft, Active, or Archived. You can change this.
Channels
Shows the platforms the ad is set to run on (e.g., LinkedIn)
Type
Specifies if the ad is Static (fixed content) or Dynamic.
Campaigns
Indicates the no. of campaigns linked to the ad.
Created By
Displays the creator’s name & the date the ad was created.
Actions for Ads:
  • Use the drop-down in the Status column to change the ad's state:
    • Active: Ready to get attached to a campaign.
    • Archive: Move the ad to the archived list.
Additional Actions
  • Search: Quickly search ads by name.
  • Export: Export the ad data for reporting or further analysis.
  • Create New Ad: Start creating a new ad with the “+ Create New Ad” button.
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Methods to Create Ads

You can follow these steps to create and configure your ad campaigns seamlessly.

Step 1: Start Creating an Ad

  1. Access the Ads Dashboard:
      • Navigate to the Content Hub >> Ads section and click on the "Create New Ad" button at the top right.
  1. Fill in the Ad Details:
      • Ad Name: Enter a descriptive name for the ad. (Required)
      • Ad Format: Choose between:
        • Display: For image-based ads.
        • Video: For video-based ads.
      • Landing Page Type: Select where your ad will redirect users:
        • Smart Page: Personalized Landing Page link which will be pre-configured within the platform.
        • Other URL: An external URL.
      • If selecting Smart Page, use the drop-down menu to select the desired page.
  1. Proceed: Click Next to move to the configuration stage.
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Step 2: Configure Your Ad

Creative Options:

  1. Upload Static Creatives: Click the Upload button to add ad assets.
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      Follow this quick interactive guide on uploading Static Ads
      • Supported Formats: Images in dimensions like 1080x1080 (mandatory), 1200x628, 600x900, 628x1200 & 720x900. Video dimensions would be 1200x1200 (mandatory), 1920x1080
      • Bulk upload options are available for display ads. Ensure the .zip file contains only the supported file types (PNG, JPG, GIF, JPEG).
      • If a creative for a specific dimension already exists, uploading a new one will replace the existing file.
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Build Using Template: Use built-in templates to design your ad assets.

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Follow this quick interactive guide on Creating Ads using Built in Templates:
  • Browse the available templates after choosing "Build Using Template". Each template is labeled, showing a preview to help you decide which one fits your campaign's tone and style.
  • Select your preferred template and click "Next."
  • Once the template is loaded, you'll enter the customization view.
  • Adjust the background image by uploading or editing it as per your branding needs.
  • Modify the logo to reflect your organization's branding by uploading your own.
  • Edit any graphic elements included in the template to align with the campaign's theme. To use graphics, choose a template having graphic placement.
  • Modify the pre-set texts in the template.
  • Adjust text color using the color palette provided.
  • Set your CTA text, such as "Learn More" or "Read More."
  • Customize the button background color and button text color to match your brand guidelines or make the CTA visually appealing.
  • The right panel shows a live preview of the ad as you make edits, ensuring you can see how the final design will appear.
  • Navigate through different templates if needed using the navigation buttons.
  • Once satisfied with the customization, click "Done."
  • You’ll be redirected to the main ad configuration page, where you can save the ad as a draft or activate it for your campaign.
  • You can click on “Manage Creatives” if you wish to re-customize the template.
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  1. Add Ad Content:
    1. Headline: Enter an engaging headline (200 characters max).
    2. Introductory Text: Add the main ad copy (600 characters max).
    3. Description: Provide additional information about the ad (optional, 300 characters max).
  1. Set Call to Action (CTA):
    1. Select a CTA from the available options (e.g., Learn More, Sign Up).
  1. Add Destination URL:
    1. Enter the URL where users will be redirected upon clicking the ad.
    2. Optionally, append UTM parameters for campaign tracking.
  1. Preview Ad:
    1. Use the Ad Preview section to see how your ad will look on desktop and mobile devices.
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Step 3: Save or Activate Ad

  1. Save Draft: If the ad is incomplete, save it as a draft for later edits.
  1. Activate: Click Activate if all are set.

Steps to Edit and Clone Ads

Edit Ad

  1. Access the Edit Option:
      • Locate the ad you wish to edit in the Ads dashboard.
      • Click on the three-dot menu (â‹®) beside the ad name.
      • Select Edit from the dropdown menu to update any of the fields.
      • Save Changes.
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Clone Ad

  1. Access the Clone Option:
      • Click the three-dot menu (â‹®) beside the ad you want to replicate.
      • Select Clone from the dropdown menu.
  1. What Happens When You Clone:
      • A new ad copy is created with identical settings, content, and creatives from the original ad.
      • The cloned ad appears in the dashboard as a Draft, allowing you to modify it before activation.
  1. Why Use Cloning:
      • For A/B Testing: Create variations of an ad (e.g., change headlines or creatives) to test performance.
      • For Similar Campaigns: Duplicate ads for different target audiences or platforms without starting from scratch.
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