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UT Facebook Ads Launch Checklist (Template)

The document outlines a checklist for launching Facebook Ads, divided into seven phases including account setup, creative and copy checks, tracking setup, data collection, audience creation, and optional catalog setup. It includes specific questions to verify readiness for each phase, such as compliance with Facebook policies and the implementation of tracking mechanisms. Additionally, it provides guidance on creating custom and lookalike audiences for effective ad targeting.

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reenabiyani62
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0% found this document useful (0 votes)
26 views7 pages

UT Facebook Ads Launch Checklist (Template)

The document outlines a checklist for launching Facebook Ads, divided into seven phases including account setup, creative and copy checks, tracking setup, data collection, audience creation, and optional catalog setup. It includes specific questions to verify readiness for each phase, such as compliance with Facebook policies and the implementation of tracking mechanisms. Additionally, it provides guidance on creating custom and lookalike audiences for effective ad targeting.

Uploaded by

reenabiyani62
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Facebook Ads Launc

Phase 1
Account, page, and payment setup

Phase 2
Creative check

Phase 3
Copy check

Phase 4
Tracking and verification setup

Phase 5
Data collection and passback

Phase 6
Target audience creation

Phase 7
Catalog setup (Optional for
Ecom)
Facebook Ads Launch Checklist
Do you have a Facebook account? 1
Do you have a Facebook Business Manager? 1
Do you have a Facebook Page? 1
Do you have an Ad Account? 1
Do you have a payment method? 1
Have you gathered or generated creatives to use in ads? TRUE
Are your creatives within optimal dimensions? 1
Are your ad creatives compliant with Facebook policies? 1
Have you gathered or generated copy to use in ads? TRUE
Is your ad copy within optimal character limits? 1
Is your ad copy compliant with Facebook policies? 1
Do you have the Facebook Pixel base code implemented on your site? 1
Do you have Advanced Matching setup? 1
Do you have Automatic Events turned on? 1
Have you setup conversion events to track and capture actions on your si 0
Pageview FALSE
Completed Registration FALSE
Lead TRUE
View Content TRUE
Add To Cart 1
Initiate Checkout TRUE
Added Payment Info TRUE
Purchase TRUE
Subscribe FALSE
Have you tested and confirmed the Pixel and events are setup and firing c 1
Have you verified the domain linked to your ad account? 1
Have you configured events to use Aggregated Event Measurement? 1
Have you setup the Conversions API (CAPI)? 1
Have you setup automatic uploading of offline event data? 1
Have you integrated a CRM for lead ads? 1
Have you created custom audiences? 0
Website FALSE
Engagement (Page, Post, Ad, Video Viewers, etc.) TRUE
CRM/Customer Lists TRUE
Have you created lookalike audiences sourced from your custom audiences? 1
Have you setup a product catalog to run dynamic ads? 0
Is your product catalog connected to tracking (aka the Facebook Pixel)? 0
ch Checklist
How to create a Facebook account
How to create a Facebook Business Manager
How to create a Facebook Page
How to create an ad account
How to add a payment method to ad account

Facebook Ads Guide


Facebook ads policy checklist

Facebook Ads Guide


Facebook ads policy checklist
How to implement the Facebook Pixel
How to setup Advanced Matching
How to setup automatic events
How to setup events

Full list of standard events you can implement

How to test and confirm Pixel/Event setup Pixel Helper


How to verify domain
How to configure events to use Aggregated Event Measurement (Click drop downs for instructions)
How to setup the Conversion API
How to automatically upload offline event data
How to connect CRM system
How to setup custom events

How to setup lookalike events


How to setup a Catalog
How to connect a Pixel to a Catalog
Source Website Tracking Website Custom Audience
1 Day 7 Day
Event (WCA)
Pageview Site Visitors (SV) 0 0
Completed Registration ➡️ Registrations 0 0
Lead Lead 0 0
View Content View Content (VC) 0 0
Add To Cart ➡️ Add To Cart (ATC) 0 0
Initiate Checkout Initiate Checkout (IC) 0 0
Added Payment Info Added Payment Info 0 0
Purchase ➡️ Purchase (PUR) 0 0
Subscribe Subscribe (SUB) 0 0
Lists (email, customers, etc.)

Additional Custom
Source Asset/Event 1 Day 7 Day
Audiences
Ad Video Viewers Video Viewers 0 0
Ad Comment / Likes / Shares Ad Engagers 0 0
Facebook Page FB Page Likes 0 0
Facebook Page FB Page Followers 0 0
Instagram Page IG Page Likes 0 0
Instagram Page IG Page Followers 0 0
App App Activity (if you have app) 0 0
Purchase Repeat Purchasers 0 0
Purchase Top % Purchasers 0 0
Facebook Ads Audience Creation Checklist
14 Day 30 Days 60 Days 180 Days Lookalike 1%Lookalike 2%

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

14 Day 30 Days 60 Days 180 Days


0 0 0 0 You can really expand in this bucket, ex: % of watch
0 0 0 FALSE
0 0 0 FALSE
0 0 0 FALSE
0 0 0 FALSE
0 0 0 FALSE
0 0 0 FALSE
0 0 0 FALSE
0 0 0 FALSE
n Checklist
Lookalike 3% Lookalike 4% Lookalike 5% Lookalike 6% Lookalike 7% Lookalike 8%

0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0

nd in this bucket, ex: % of watch time, watched specific videos, etc.


Lookalike 9% Lookalike 10%

0 FALSE
0 FALSE
0 FALSE
0 FALSE
0 FALSE
0 FALSE
0 FALSE
0 FALSE
0 FALSE

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