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Clicks, Conversions, Clients Course > Module 11: Agency Tools

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LESSON OVERVIEW


Video 05: How To Set Up Your Client's Ads

  • In this video, we talk about setting up your client's ads. Now, if you've gone through any other portion of this course, you already know how to set up ads, but let's look at it this way. You want to make sure you're a partner on the account. And when you're setting up the ads, you should be able to see for one that it's you setting them up. There should be a way for your history to showcase that you or someone within your agency is running the ads. And then you're able to showcase this to your client so that they know that everything's being done effectively. The whole purpose of this video is to make sure that you can prove that things are being done so that if that, if in case your client, doesn't see what it is as being done in the account, maybe they just don't quite understand whether it's you or someone else doing it, then you're able to prove.
  •  Now, what I typically tell people is that anything that you're working on, always label with your initials. That way in case there's another ad manager or someone else in your team is managing ads. You want their initials on it too. So, you know, who's managing what campaigns. So you can see, I have these labelled with DS and you can see on the right side, there's this little icon here. And it shows the history so that whenever you're setting something up, it should show who is working on that campaign.
  • You can see my name here, David Schloss, anytime Facebook is approving or rejecting or accepting delivery. It's going to say Facebook. And then, of course, you could see any time I've worked on that. This is good for you because if you're managing people within your organization to run ads, this is where you could check. Who's managing it. Now, if you're using a third-party tool to collect data and deploy ads, most of the time, it's just going to say Facebook user or just Facebook. Just keep that in mind. If you work on things in the ad manager, it'll show your name. Now, of course, as you're creating these ads, you already know how to go about creating the campaigns. The ad sets in the ads. The core thing to keep in mind is that you want to keep things organized. Now, I like to do things based on a naming convention that the general public or the client can understand.
  •  It's a CBO. If it was an ABO, I would put ABO and then what copy variation. This is a blend of audiences. It's lookalikes, it's interests, all sorts of things. So the purpose of the campaigns is to showcase which variation of copy in my testing. It's the same images and it's the same audiences, but different copies. So I want to at least be able to label the campaign based on which copy variation am I testing. So this is copy three. This is copy two. And then, of course, copy one with regards to the audiences and make it very clear what lookalike audience and my testing and what am I layering it within this case, I'm layering it with degrees in a relationship.
  • So you can see, I have a blend of lookalikes 1%, which was easy. Find out there you could see, I have interests and education. I also had the relationship status done, right? Very easy to understand in the naming convention of the ad set so that when you're breaking this down or doing the zoom video, or however, you're recording video for your client as a report, they understand what they're seeing. Same thing with the ads themselves. You can see, I have an image one to image three. This is a copy, you know, duplication of the ads, but they already know it's the same three variations of imagery, but it's a different copy. So we don't have to label it as image one C3 or anything like that in this case, because the campaigns are already labelled by copy. I don't have to do that.
  • If I were to blend the different variations of copy into a campaign, which I will do at scale, then you want to make sure that you're able to label things like image one C1. So image one, copy, one image, one C, two images, one C3. Then you're able to create the best performer campaign at scale, which we've also talked about. And then you're able to see which variation of the event of an image and which variation of copy is performing best. And it also makes it easy for your client to understand what's going on in the account. So remember, this is all naming conventions based on what works for you, how things look, how things can be understood so that you're able to scale setting up the ads themselves is quite easy to do. We've gone through that multiple times in this course, but you want to make sure that things are easy to understand.
  • That's the whole purpose of putting it in this fashion, in the account. Remember, as you were creating your campaigns, label them as what you're promoting. Is it a webinar? Is it an application funnel, phone call funnel, so on and so forth because your client needs to understand what's going on. The easier it is for them to understand the more your decisions are going to be made together as a team versus just you. Sometimes your client will know more than you in most cases on what needs to be done. So make sure you're leaving it as something easy to understand in the account so that if they see something you don't, they can pinpoint it. I'm not saying turn things off or run, but maybe they pinpoint something to you. That's going to help you with your performance. So that's how you go about setting up your client ads, make sure your naming convention is in a way that is easy to understand on both sides. And so when you're reporting back to the client, you two can work together on the end, on the same page. And that's how you go about setting up everything for a successful client campaign.

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LESSON TRANSCRIPT


David (00:01):

Hey, everyone. Welcome back in this video. We're talking about setting up your client's ads. Now, if you've gone through any other portion of this course, you already know how to set up ads, but let's look at it this way. You want to make sure you're a partner on the account, which I'm going to show you an example of an account I'm a partner of. And when you're setting up the ads, you should be able to see for one that it's you setting them up. There should be a way for your history to re, to basically showcase that you or someone within your agency is running the ads. And then you're able to showcase this to your client so that they know that everything's being done effectively. The whole purpose of this video is to make sure that you can prove that things are being done so that if that, if in case your client, doesn't see what it is as being done in the account, maybe they just don't quite understand whether it's you or someone else doing it, then you're able to prove.

 

David (00:44):

So, so in this account, we're going to see how I'm going about setting up these ads. Now, what I typically tell people is that anything that you're working on, always label with your initials. So in my case, if there's an ad account that I'm managing, I typically am going to ad D S I've been doing this for years. I mean, it's probably 10 years now that I've been labeling things with my initials. That way in case there's another ad manager or someone else in your team is managing ads. You want their initials on it too. So, you know, who's managing what campaigns. So you can see, I have these labeled with DS and you can see on the right side, there's this little icon here. And it shows the history so that whenever you're setting something up, it should show who is working on that campaign.

 

David (01:23):

You can see my name here, David Schloss, anytime Facebook is approving or rejecting or accepting delivery. It's going to say Facebook. And then of course you could see any time I've worked on that. This is good for you because if you're managing people within your organization to run ads, this is where you could check. Who's managing it. Now, if you're using a third party tool to collect data and deploy ads, most of the time, it's just going to say Facebook user or just Facebook. Just keep that in mind. If you work on things in the ad manager, it'll show your name. Now, of course, as you're creating these ads, you already know how to go about creating the campaigns. The ad sets in the ads. The core thing to keep in mind is that you want to keep things organized. Now, I like to do things based on a naming convention that the general public or the client themselves can understand.

 

David (02:08):

So for example, you have, in this case, it's a webinar, right? There's my name, DS webinar. It's a CBO. If it was an ABO, I would put ABO and then what copy variation in this case, in my testing, right? This is a blend of audiences. It's lookalikes, it's interests, all sorts of things. So the purpose of the campaigns is to showcase which variation of copy in my testing. It's the same images and it's the same audiences, but different copies. So I want to at least be able to label the campaign based on which copy variation am I testing? So this is copy three. This is copy two. And then of course, copy one with regards to the audiences and make it very clear what lookalike audience and my testing and what am I layering it with in this case, I'm layering it with degrees in relationship.

 

David (02:54):

So you can see, I have a blend of lookalikes 1%, which was easy. Find out there you could see, I have interests and education. I also had the relationship status done, right? Very easy to understand, uh, in the naming convention of the ad set so that when you're breaking this down or doing the zoom or a loom video, or however, you're recording video for your client as a report, they understand what they're seeing. Same thing with the ads themselves. You can see, I have image one image to image three. This is a copy, you know, duplication of the ads, but they already know it's the same three variations of, of imagery, but it's different copy. So we don't have to label it as image one C3 or anything like that in this case, because the campaigns are already labeled by copy. I don't have to do that.

 

David (03:40):

If I were to blend the different variations of copy into a campaign, which I will do at scale, then you want to make sure that you're able to label things like image one C1. So image one, copy, one image, one C, two image, one C3. Then you're able to create a best performer campaign at scale, which we've also talked about. And then you're able to see which variation of event of an image and which variation of copy is performing best. And it also makes it easy for your client to understand what's going on in the account. So remember, this is all naming conventions based on what works for you, how things look, how things are able to be understood so that you're able to scale setting up the ads themselves is quite easy to do. We've gone through that multiple times in this course, but you want to make sure that things are easy to understand.

 

David (04:24):

That's the whole purpose of putting it in this fashion, in the account. Remember, as you were creating your campaigns, label them as what you're promoting. Is it a webinar? Is it an application funnel, phone call funnel, so on and so forth because your client needs to understand what's going on. The easier it is for them to understand the more your decisions are going to be made together as a team versus just you. Sometimes your client will know more than you in most cases on what needs to be done. So make sure you're leaving it as something easy to understand in the account so that if they see something you don't, they can pinpoint it. I'm not saying turn things off or run, but maybe they pinpoint something to you. That's going to help you in your performance. So that's how you go about setting up your client ads, make sure your naming convention is in a way that is easy to understand on both sides. And so when you're reporting back to the client, you two can work together on the end, on the same page. And that's how you go about setting up everything for successful client campaign. 

MY NOTES


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