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Steps to Access Ads Dashboard

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  • Archived Ads: Ads that are no longer in use and have been archived.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:
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.
Ads1.png

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 Ad Campaigns >> Ads section and click on the “Create New Ad” button at the top right.
  2. 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.
  3. Proceed: Click Next to move to the configuration stage.
Ads2.png

Step 2: Configure Your Ad

Creative Options:

  1. Upload Static Creatives: Click the Upload button to add ad assets.
    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.

Build Using Template: Use built-in templates to design your ad assets.

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.
  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).
  2. Set Call to Action (CTA):
    1. Select a CTA from the available options (e.g., Learn More, Sign Up).
  3. Add Destination URL:
    1. Enter the URL where users will be redirected upon clicking the ad.
    2. Optionally, append UTM parameters for campaign tracking.
  4. Preview Ad:
    1. Use the Ad Preview section to see how your ad will look on desktop and mobile devices.
Ads4.png

Step 3: Save or Activate Ad

  1. Save Draft: If the ad is incomplete, save it as a draft for later edits.
  2. 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 (⋮) beside the ad name.
    • Select Edit from the dropdown menu to update any of the fields.
    • Save Changes.
Ads6.png

Clone Ad

  1. Access the Clone Option:
    • Click the three-dot menu (⋮) beside the ad you want to replicate.
    • Select Clone from the dropdown menu.
  2. 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.
  3. 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.