Ads Essentials Setup Guide
Get Facebook Ads Up & Running As Fast As Possible
Complete these steps in order for the best experience.
For easier setup, we recommend having these instructions open in a separate window / screen so you can follow along with the setup instructions as you complete them.
Requirements
You will need the following items setup PRIOR to running ads
You only need to have the accounts setup - you don't need to do anything specific with them. You will be connecting them to your Highlevel account in the following steps and can run most things directly from Highlevel.
Step-by-Step Setup Instructions
Business Profile
Update your business information
Your account is setup to use the information entered into your business profile on your templates and customer communications. It's important that your business profile is filled out completely and correctly.
Connect Facebook
Connect your Facebook Business Page and Ads Manager
By connecting your Facebook Business Page you can then connect your Business Manager and Ads Manager so you can easily run your social media posting and scheduling from Highlevel and also run and manage your Facebook/Instagram Ads directly from Highlevel.
Setup Calendars / Online Scheduling
Setup or integrate existing online scheduling
Get more new customers by making booking appointments easy by integrating or setting up your online scheduling calendar. You can use the built-in scheduling system in Highlevel -or- use your existing online scheduling system.
Run Facebook / Instagram Ads
It's time to grow your business
Once you are fully setup, it's time to run Facebook Ads to help you grow your business by getting new leads and new customers. With all of the other features properly setup, this will create a fully automated marketing system for getting leads, booking them onto your calendar, and helping to increase your clientele (and revenue!) Follow this guide to easily setup and run Facebook Ads directly through Highlevel.
Optional But Highly Recommended
Before you can utilize text messaging or phone call functionality, you will need to complete A2P Registration. Without it, you will only be able to send initial messages to leads via email.
Once your A2P Registration is complete, you can then utilize the AI Chat + Scheduling Bot to nurture leads into booked appointments.
Setup Phone + Texting / A2P Registration
Allows for Text Messaging + Phone Calls
Telecomm companies require ALL businesses to register their marketing phone numbers to be able to send and receive text messages and phone calls through any software system, including Highlevel. There is a small fee to register ($10-20). This is HIGHLY recommended to get the most out of your marketing.
Setup A.I. Chat Bot
Automate lead communication
Setup and train your A.I. Chat Bot to handle your frequently asked questions and book appointments for new customers - so you can focus on your patients in-office instead of chasing leads and answering redundant questions.