Ad Manager: Create Ad campaigns using templates
In this article, we will be discussing in detail about the template library integration with Ad Manager and ways to: 1. Create campaigns using templates…
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In this article, we will be discussing in detail about the template library integration with Ad Manager and ways to:
1. Create campaigns using templates from template library
2. Save an existing campaign as a template and upload to template library
and briefly illustrate where an agency user or admin can find Ad Manager under Template Library.
TABLE OF CONTENTS
- Where is Ad Manager in Template Library?
- How to create a campaign using templates?
- How to create a template out of an existing campaign?
Where is Ad Manager in Template Library?
In Agency View, go to Template Library > Ad Manager to view templates for supported advertising platforms, including Google, Meta, and LinkedIn.
Users can filter the templates based on ad campaign objectives, i.e. Lead Generation and Website Traffic. Going forward as and when new objectives will be added to the campaign creation flow, the same will be shown as filters in Template Library.
Benefits of the using templates in Ad Manager
There are several benefits of using templates to create Ad campaigns:
- Saves Time and Effort: The pre-designed ad templates in the Template Library help users save time and effort in creating ad campaigns. Users don't have to start from scratch while creating an ad campaign.
- High-Quality Designs: The templates in the library come with high-quality stock images and content that users can freely use to create professional-looking ad campaigns. This helps users to create a consistent and polished brand image.
- User-Friendly: The Template Library feature is user-friendly and easy to use. Users can filter templates based on their business needs and preview each template before selecting it.
- Customisable: While the templates provide a good base for creating ad campaigns, users can still customise them to suit their needs. They can change the images, colours, and content to create a unique design that fits their brand.
- Cost-Effective and Accessible: Creating custom designs or hiring a designer can be expensive. The Template Library feature offers users a cost-effective alternative to creating high-quality ad campaigns. This makes it accessible to small business owners, freelancers, and marketers who may not have a large budget for design.
How to create a campaign using templates?
Below mentioned are the steps to be followed in order to create a campaign using Ad Manager templates housed in template library.
- In Ad Manager home screen, the existing "Create Campaign" button is made a dropdown with two options: 'Start from Scratch' and 'Ad Manager Templates'.
Step 1 of 5: In Ad Manager home screen, the existing "Create Campaign" button is… What this shows Step 1 of 5: In Ad Manager home screen, the existing "Create Campaign" button is made a dropdown with two options: 'Start from Scratch' and 'Ad Manager Templates'. What this shows Shows what to choose for step 1 of 5 in the "How to create a campaign using templates?" section of "Ad Manager: Create Ad campaigns using templates". This screenshot accompanies step 1 of 5 in the "How to create a campaign using templates?" section of "Ad Manager: Create Ad campaigns using templates". At this point in the walkthrough you in Ad Manager home screen, the existing "Create Campaign" button is made a dropdown with two options: 'Start from Scratch' and 'Ad Manager Templates'. The next step is to click on 'Start from Scratch' and the existing flow to create an ad campaign begins. What to chooseIn Ad Manager home screen, the existing "Create Campaign" button is made a dropdown with two options: 'Start from Scratch' and 'Ad Manager Templates'. Buttons and menus referenced Please NoteNext stepClick on 'Start from Scratch' and the existing flow to create an ad campaign begins.All 5 steps in this procedure
- In Ad Manager home screen, the existing "Create Campaign" button is made a dropdown with two options: 'Start from Scratch' and 'Ad Manager Templates'. this image
- Click on 'Start from Scratch' and the existing flow to create an ad campaign begins.
- Click on 'Ad Manager Templates' and a screen pops open to show all the templates.
- User selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins.
- An ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign.
- Click on 'Start from Scratch' and the existing flow to create an ad campaign begins.
- Click on 'Ad Manager Templates' and a screen pops open to show all the templates.
Step 3 of 5: Click on 'Ad Manager Templates' and a screen pops open to show all the… What this shows Step 3 of 5: Click on 'Ad Manager Templates' and a screen pops open to show all the templates. What this shows Shows what to click for step 3 of 5 in the "How to create a campaign using templates?" section of "Ad Manager: Create Ad campaigns using templates". This screenshot accompanies step 3 of 5 in the "How to create a campaign using templates?" section of "Ad Manager: Create Ad campaigns using templates". At this point in the walkthrough you click on 'Ad Manager Templates' and a screen pops open to show all the templates. The next step is to user selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins. What to clickClick on 'Ad Manager Templates' and a screen pops open to show all the templates. Buttons and menus referenced Please NoteNext stepUser selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins.All 5 steps in this procedure
- In Ad Manager home screen, the existing "Create Campaign" button is made a dropdown with two options: 'Start from Scratch' and 'Ad Manager Templates'.
- Click on 'Start from Scratch' and the existing flow to create an ad campaign begins.
- Click on 'Ad Manager Templates' and a screen pops open to show all the templates. this image
- User selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins.
- An ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign.
- User selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins.
Step 4 of 5: User selects any one of the template to see a preview of the same and… What this shows Step 4 of 5: User selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins. What this shows Shows what to click for step 4 of 5 in the "How to create a campaign using templates?" section of "Ad Manager: Create Ad campaigns using templates". This screenshot accompanies step 4 of 5 in the "How to create a campaign using templates?" section of "Ad Manager: Create Ad campaigns using templates". At this point in the walkthrough you user selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins. The next step is to an ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign. What to clickUser selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins. Buttons and menus referenced Please NoteNext stepAn ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign.All 5 steps in this procedure
- In Ad Manager home screen, the existing "Create Campaign" button is made a dropdown with two options: 'Start from Scratch' and 'Ad Manager Templates'.
- Click on 'Start from Scratch' and the existing flow to create an ad campaign begins.
- Click on 'Ad Manager Templates' and a screen pops open to show all the templates.
- User selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins. this image
- An ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign.
Step 4 of 5: User selects any one of the template to see a preview of the same and… What this shows Step 4 of 5: User selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins. What this shows Shows what to click for step 4 of 5 in the "How to create a campaign using templates?" section of "Ad Manager: Create Ad campaigns using templates". This screenshot accompanies step 4 of 5 in the "How to create a campaign using templates?" section of "Ad Manager: Create Ad campaigns using templates". At this point in the walkthrough you user selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins. The next step is to an ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign. What to clickUser selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins. Buttons and menus referenced Please NoteNext stepAn ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign.All 5 steps in this procedure
- In Ad Manager home screen, the existing "Create Campaign" button is made a dropdown with two options: 'Start from Scratch' and 'Ad Manager Templates'.
- Click on 'Start from Scratch' and the existing flow to create an ad campaign begins.
- Click on 'Ad Manager Templates' and a screen pops open to show all the templates.
- User selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins. this image
- An ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign.
- An ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign.
Step 5 of 5: An ad campaign gets created with all the details pre-filled giving… What this shows Step 5 of 5: An ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the… What this shows Shows how to confirm for step 5 of 5 in the "How to create a campaign using templates?" section of "Ad Manager: Create Ad campaigns using templates". This screenshot accompanies step 5 of 5 in the "How to create a campaign using templates?" section of "Ad Manager: Create Ad campaigns using templates". At this point in the walkthrough you an ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign. How to confirmAn ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign. Buttons and menus referenced Please NoteAll 5 steps in this procedure
- In Ad Manager home screen, the existing "Create Campaign" button is made a dropdown with two options: 'Start from Scratch' and 'Ad Manager Templates'.
- Click on 'Start from Scratch' and the existing flow to create an ad campaign begins.
- Click on 'Ad Manager Templates' and a screen pops open to show all the templates.
- User selects any one of the template to see a preview of the same and on click of 'Continue' the process of adding the template begins.
- An ad campaign gets created with all the details pre-filled giving user an option to check the details, assign a Facebook form to the campaign if the objective is lead generation and proceed to publish the ad campaign. this image
Please Note: Every time a campaign is created using templates, it will not have the following things associated with the campaign and user need to enter it manually before proceeding to publish a campaign:
There will be no page associated to the newly created campaign and once user click on edit campaign, the page which is set as the default page will be assigned to this campaign which can be changed by the user if desired.
As there will be no page designated to the campaign, it means that the form to be used for 'Lead Generation' objective needs to be selected by the user manually.
How to create a template out of an existing campaign?
Catering to the fact that there might be some exceptional campaigns that have outperformed and deserves to be saved as templates for future campaign creation process or you want to allow users of different sub-account to use the format of this campaign. In order to do that, below is a list of steps to be followed to create a template out of a campaign:
Existing LinkedIn campaigns can be uploaded to the Template Library for reuse across accounts. From the campaign list, locate the LinkedIn campaign, open the ellipsis (⋮) menu, and select Upload to Template Library. Enter the template name and category, then click Upload. The template is saved as a draft. You can edit the template, keep it as a draft, or publish it for reuse.
- Out of the list of existing campaigns, user can choose to select any of the campaign to be used as a template by clicking on the ellipses of that campaign and select 'Upload to Template Library'.
Step 1 of 4: Out of the list of existing campaigns, user can choose to select any… What this shows Step 1 of 4: Out of the list of existing campaigns, user can choose to select any of the campaign to be used as a template by clicking on the ellipses… What this shows Shows what to choose for step 1 of 4 in the "How to create a template out of an existing campaign?" section of "Ad Manager: Create Ad campaigns using templates". This screenshot accompanies step 1 of 4 in the "How to create a template out of an existing campaign?" section of "Ad Manager: Create Ad campaigns using templates". At this point in the walkthrough you out of the list of existing campaigns, user can choose to select any of the campaign to be used as a template by clicking on the ellipses of that campaign and select 'Upload to Template Library'. The next step is to a dialog pops open, fill in the template name and which category this template will belongs. As category is an important step to have distinctive templates, if one doesn't exist, it can be created under Template Library settings. What to chooseOut of the list of existing campaigns, user can choose to select any of the campaign to be used as a template by clicking on the ellipses of that campaign and select 'Upload to Template Library'. Buttons and menus referenced ellipsis (⋮)Upload to Template LibraryUploadNext stepA dialog pops open, fill in the template name and which category this template will belongs. As category is an important step to have distinctive templates, if one doesn't exist, it can be created under Template Library settings.All 4 steps in this procedure
- Out of the list of existing campaigns, user can choose to select any of the campaign to be used as a template by clicking on the ellipses of that campaign and select 'Upload to Template Library'. this image
- A dialog pops open, fill in the template name and which category this template will belongs. As category is an important step to have distinctive templates, if one doesn't exist, it can be created under Template Library settings.
- Click on 'Upload' and the campaign will be saved as a draft template.
- On click of 'Upload', a screen showcasing the draft template opens up which can be modified if needed and saved as draft or can be published as a template.
- A dialog pops open, fill in the template name and which category this template will belongs. As category is an important step to have distinctive templates, if one doesn't exist, it can be created under Template Library settings.
Step 2 of 4: A dialog pops open, fill in the template name and which category this… What this shows Step 2 of 4: A dialog pops open, fill in the template name and which category this template will belongs. What this shows Shows what to fill in for step 2 of 4 in the "How to create a template out of an existing campaign?" section of "Ad Manager: Create Ad campaigns using templates". This screenshot accompanies step 2 of 4 in the "How to create a template out of an existing campaign?" section of "Ad Manager: Create Ad campaigns using templates". At this point in the walkthrough you a dialog pops open, fill in the template name and which category this template will belongs. As category is an important step to have distinctive templates, if one doesn't exist, it can be created under Template Library settings. The next step is to click on 'Upload' and the campaign will be saved as a draft template. What to fill inA dialog pops open, fill in the template name and which category this template will belongs. As category is an important step to have distinctive templates, if one doesn't exist, it can be created under Template Library settings. Buttons and menus referenced ellipsis (⋮)Upload to Template LibraryUploadNext stepClick on 'Upload' and the campaign will be saved as a draft template.All 4 steps in this procedure
- Out of the list of existing campaigns, user can choose to select any of the campaign to be used as a template by clicking on the ellipses of that campaign and select 'Upload to Template Library'.
- A dialog pops open, fill in the template name and which category this template will belongs. As category is an important step to have distinctive templates, if one doesn't exist, it can be created under Template Library settings. this image
- Click on 'Upload' and the campaign will be saved as a draft template.
- On click of 'Upload', a screen showcasing the draft template opens up which can be modified if needed and saved as draft or can be published as a template.
- Click on 'Upload' and the campaign will be saved as a draft template.
- On click of 'Upload', a screen showcasing the draft template opens up which can be modified if needed and saved as draft or can be published as a template.
Step 4 of 4: On click of 'Upload', a screen showcasing the draft template opens up… What this shows Step 4 of 4: On click of 'Upload', a screen showcasing the draft template opens up which can be modified if needed and saved as draft or can be… What this shows Shows what to click for step 4 of 4 in the "How to create a template out of an existing campaign?" section of "Ad Manager: Create Ad campaigns using templates". This screenshot accompanies step 4 of 4 in the "How to create a template out of an existing campaign?" section of "Ad Manager: Create Ad campaigns using templates". At this point in the walkthrough you on click of 'Upload', a screen showcasing the draft template opens up which can be modified if needed and saved as draft or can be published as a template. What to clickOn click of 'Upload', a screen showcasing the draft template opens up which can be modified if needed and saved as draft or can be published as a template. Buttons and menus referenced ellipsis (⋮)Upload to Template LibraryUploadAll 4 steps in this procedure
- Out of the list of existing campaigns, user can choose to select any of the campaign to be used as a template by clicking on the ellipses of that campaign and select 'Upload to Template Library'.
- A dialog pops open, fill in the template name and which category this template will belongs. As category is an important step to have distinctive templates, if one doesn't exist, it can be created under Template Library settings.
- Click on 'Upload' and the campaign will be saved as a draft template.
- On click of 'Upload', a screen showcasing the draft template opens up which can be modified if needed and saved as draft or can be published as a template. this image
Note: In order to learn and create templates from Agency admin screen, refer How to Manage and Create Templates from the Admin Screen help article.
Frequently asked questions
Where is Ad Manager in Template Library?
How to create a campaign using templates?
How to create a template out of an existing campaign?
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