Overview of Ad Manager

What is Ad Manager?

Ad Manager is a centralized tool within your CRM that enables you to create, manage, and track advertising campaigns from multiple platforms in a single location. This tool consolidates your advertising workflows, provides performance insights, and helps you deliver clear, measurable results for your clients.

Supported Platforms and Campaign Types

Ad Manager integrates with several major advertising platforms. For each platform, you can run specific types of campaigns with various ad formats.

Meta (Facebook & Instagram)

Available campaign objectives include Lead Generation, Website Traffic, Engagement, and Sales. You can create ads using formats such as Single Image, Video, Carousel (up to 10 images or videos), Lead Forms, and Conversation Forms.

Google Ads

You can run Search Campaigns. Demand Generation campaigns are also listed as a forthcoming option. Supported ad formats include Search Ads, Image, Video, and Carousel ads for Demand Generation campaigns.

LinkedIn Ads

Available objectives are Lead Generation and Website Visits. Ad formats include Single Image, Video, Carousel, and Lead Forms.

Key Benefits of Using Ad Manager

Ad Manager offers significant advantages by streamlining the advertising process.

• Unified Dashboard: Manage campaigns for Facebook, Instagram, Google, and LinkedIn without switching between different platforms.
• Efficient Setup: Guided workflows help you launch advertising campaigns quickly.
• Targeted Advertising: Use goal-based objectives to ensure your ads reach the most relevant audience.
• Performance Transparency: View key metrics like impressions, clicks, conversions, and spending in real-time to understand your return on investment.
• Business Results: Focus on campaigns that drive tangible outcomes like lead generation, website traffic, or sales.
• Agency Efficiency: Seamlessly manage advertising for multiple clients from one place.
• Reselling Opportunity: Agencies can offer Ad Manager access to sub-accounts as a value-added service, creating a new revenue stream.

Pricing and Access

Agency accounts receive access to Ad Manager at no additional cost. Agencies have the flexibility to resell access to their sub-accounts and set their own pricing. The base cost from the CRM platform is always $0, meaning the price an agency sets is pure profit.

You can manage Ad Manager availability and pricing in the following locations within the CRM:

• In the Agency section, under the Reselling tab, to define default pricing for all sub-accounts.
• In an individual Sub-Account’s Reselling tab, to set or override pricing for that specific account.
• In the SaaS Configurator, under the Features tab, to include Ad Manager as part of a bundled software plan.

How to Set Up Ad Manager

Follow these steps to begin using Ad Manager.

Step 1: Access Ad Manager

From your main CRM dashboard, go to the Marketing section and select Ad Manager.

Step 2: Connect Your Ad Accounts

Click the option to Connect Accounts. Follow the on-screen prompts to link your advertising accounts for platforms like Facebook, Instagram, Google, or LinkedIn. Ensure you grant the necessary permissions for creating and managing campaigns.

Step 3: Create a Campaign

Select the platform you want to advertise on. Then, define your campaign objective, such as Awareness, Traffic, Conversions, or Lead Generation. Configure your target audience, budget, and scheduling.

Step 4: Monitor Results

Track the performance of your campaigns directly within the Ad Manager dashboard. You can monitor metrics including impressions, clicks, conversions, and ad spend.

Frequently Asked Questions

Is there a cost for agencies to use Ad Manager?

No, agency access to Ad Manager is provided free of charge. Agencies can choose to resell access to their sub-accounts.

Which advertising platforms are supported?

Ad Manager currently supports campaigns for Facebook, Instagram, Google, and LinkedIn Ads.

Can agencies set their own prices for sub-accounts?

Yes. Agencies can define the pricing for sub-account access in the Reselling tab, the Sub-Account Reselling tab, or the SaaS Configurator.

Where do sub-accounts view their advertising reports?

All performance reports are available in real-time within the Ad Manager dashboard inside the CRM.

Who provides the budget for ad spending?

Each sub-account is responsible for funding its own advertising budget. The Ad Manager tool is used to manage the campaigns that utilize this budget.