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Create a Targeting Ad Campaign

Written by Maria Chanaoui

Updated over a week ago

Targeting ad campaigns allow you to target audiences on Facebook & Instagram, based on their interests, behaviors, and demographics.

As opposed to targeting custom audiences and lookalike audiences, Targeting ad campaigns don’t require Pixel data to run.

ON THIS PAGE hide
Video Tutorial
1. Set Offer
2. Set Campaign
3. Create Your Ad Sets
4. Create Your Ads
5. Review Your Targeting Campaign
6. Launch!

To follow along with this step-by-step guide, start by having the Scalify app open on another tab, click on Launch from the sidebar.

Or click on the button below 👇️

Open Scalify

You’ll find Targeting on the top left of the page. Click on Create Ad to get started.

Video Tutorial

Follow this step-by-step tutorial to launch your targeting campaign in minutes! 🚀

1. Set Offer

First, you’ll need to set up an Offer for the targeting campaign you want to launch.

To launch a campaign, you can create:

  • Campaign with an Offer attached
  • New Offer
  • Campaign without an Offer attached

Create Your Targeting Campaign with an Offer Attached

Create a targeting campaign with an existing offer from the dropdown or use the search bar

Creating your targeting campaign with an Offer attached enables you to use images, videos, and page posts from your products or landing pages to launch ads.

To select an Offer to launch your targeting campaign with, you can:

  1. Use the search bar to type your Offer’s name
  2. Scroll down to select an Offer from the sidebar.

Create New Offer 

create a targeting campaaign with a new offer

If you want to launch your targeting campaign with an Offer attached, but you haven’t added one yet, click on create a new one to add a product or landing page to your Offers.

From there, you can choose to:

  • Add a product. Click on this article to follow a step by step tutorial.
  • Add a landing page. Click on this article to follow a step by step tutorial.

Create Your Targeting Campaign Without an Offer Attached

Skip to create a targeting campaign without an offer attached

To skip through to create your campaign without an offer attached, click on the Skip button.

2. Set Campaign

Targeting with a new campaign or an existing one

Now, you can either create: 

  • A new targeting campaign
  • New ad sets in an existing ad campaign.

Create New Targeting Campaign

  1. Select your campaign’s objective
  2. Choose between Conversions, Traffic, Post Engagement, Video Views, Reach, or Brand Awareness
  3. On the campaign settings section, type your campaign a name and optionally, enable Campaign Budget Optimization using the toggle
  4. Choose a daily or lifetime budget for your campaign and enter the amount you’d like to spend
  5. If you’d like to run Special Ad Categories campaigns, make sure to enable it using this toggle.

Note: Your account must be verified to run Special Ad Categories campaigns.

Tip: To use the same campaign settings in the future, click on Templates and Save current setup as a template.

Create New Ad Sets in Existing Ad Campaign

  1. Choose the campaign you want to create new ad sets in
  2. Use the search bar to type your campaign’s name or scroll down to find the campaign from the list
  3. Click on the Next button to continue to create your ad sets.

Note: the ad sets you created will follow the ad spend settings of the campaign you chose.

3. Create Your Ad Sets

The Ad Sets tab is where you can create 200 ad sets in one go, without duplicating or starting over each time you want to target new interests, locations, or demographics.

The progress bar shows you how many ad sets you have set up so far.

The templates dropdown allows you to save the ad sets you created as a template to reuse later, while the sidebar contains the 7 essential settings needed to create your ad sets.

1. General

set the general settings for your ad sets

The General tab is where you set the Facebook Pixel, conversion event, schedule, and budget.

Note: The set of settings you’ll see in the General tab depends on if you enable Campaign Budget Optimization.

  1. Choose the Facebook Pixel that you’d like to track and optimize with from the drop-down. You can also create a new one by clicking on New Facebook Pixel
  2. Choose a conversion event to optimize for using the drop-down. You can also create a new custom conversion that is specific to your business by clicking on New Custom Conversion.
  3. Set the schedule you’d like your ads to run on by enabling the Start Date toggle, then enter the time and date you want your campaign to start. By leaving the toggle turned off, your campaign will run immediately
  4. Set when the campaign ends by enabling the End Date toggle, then enter the time and date you want your campaign to stop delivering. By leaving the toggle turned off, your campaign will continue running until you disable it manually

Note: Your campaign will launch at the start date of your ad account’s time zone.

Now, if you enabled Campaign Budget Optimization in the previous step, you can continue to the next step.

If you didn’t, you’ll get a Budget for each ad set widget, where you can set your ad set’s daily or lifetime budget. 

Note: The same steps apply if you chose to create new ad sets in an existing ad campaign. Your new ad sets will follow the budget settings of the campaign you chose.

Click Next when you’re done.

2. Interests

Add your interest variations

The interests tab is where you fix the group of Facebook interest variations you want to target in each ad set.

Up top, each variation shows you an estimation of its worldwide reach.

  1. In the Include section, use the search bar to type in the interests you want to target. You can also browse interests, demographics, and behaviors or click on suggestions to get smart recommendations from your ad account’s data
  2. To use flex targeting, click on Narrow Audience
  3. In the same way, you can use the Exclude section to prevent people with interests you don’t want to target from seeing your ads. If you want to expand detailed targeting when it’s likely to improve ad performance at a low cost per result, then make sure to tick this box
  4. To target a new set of interests, click on Add Interests Variation, and repeat the same steps.

Note: Each unique variation is used in one ad set.

You can add as many variations as you want. No ad sets duplicated. No time wasted!

Click Next when you’re done adding all the interest variations you want to target.

3. Locations

Add your location variations

The locations tab is where you can specify the geolocations of the prospects you want to target.

  1. In the Include section, start by selecting from the drop-down the living situation of your prospects
  2. In the search bar type the name of the locations you want to target or browse the suggestions
  3. Use the Exclude bar to eliminate people living in certain locations from viewing your ads
  4. Use the Languages section to type the name of the languages your prospects speak or browse the suggestions.

Note: By leaving the languages section on default, you’ll be targeting people who speak all languages.

To target a new set of locations, click on Add Variation. You can add as many variations as you want.

Once you’re done adding all variations you want to target, click Next.

4. Age/Gender

split test your age and gender variations

On to the Age and Gender tab, you’ll set the age groups and genders you want to target.

  1. Use the From drop-down to select the youngest age you want your prospects to be
  2. Use the To drop-down to select the oldest age you want your prospects to be
  3. If you want to split test your prospects by age groups, make sure to select the age range in years using this drop-down. If you don’t want to split test your audience by age, you can leave this on default
  4. In the Genders drop-down, you can select to target only males, only females, both, or split to test your audiences by gender
  5. Click on the Generate button to create unique variations of the age and gender options you chose.

Note: If there’s a variation you don’t want to target, you can click on the X on the corner of the variation you want to eliminate. 

Once you’re satisfied with your age and gender variations, click Next to continue.

5. Audiences

use the include and exclude options to add or remove people with the specific criteria

This step is optional.

  1. Use the Include section to target existing custom audiences from your account or the Offer you launched your campaign with
  2. Use the Exclude section to prevent custom audiences from your ad account or the Offer you launched your campaign with from getting your ads
  3. To add another variation of audiences, click on Add Audience Variation.

Click on Next to proceed to the placements tab.

6. Placements

choose automatic placements or add your own placements variations

On the Placements tab, select the placements you want your ads to be shown on.

  1. To select placements, un-tick the default Automatic placement box
  2. Tick the boxes of placements you want your ads to be shown on
  3. You can choose to target all devices, desktop only, or mobile-only from this drop-down.
  4. To show your ads only when devices are connected to WI-FI, tick this box.
  5. You can choose to target All Mobile Devices, or select Android devices only, or IOS devices only from the drop-down.

To add another placements’ variation, click on Add Placement Variation.

Click on Next to continue.

7. Optimization

add your ad set optimization

The Optimization tab is where you set your ad sets’ optimization and delivery settings. These depend on the campaign objective you selected in the beginning.

  1. Choose Optimization For Ad Delivery from the drop-down
  2. If you chose Conversions, select the Conversion window you want your ads to run on. Skip this step if you chose another option
  3. Optionally, you can set cost control to not exceed your desired maximum cost per acquisition
  4. Choose when you’ll get charged from the drop-down
  5. Pick your delivery type

Click Next when you’re done.

4. Create Your Ads

choose to create new creatives or existing ones from the sidebar

The Ad Creatives tab is where you can:

  • Create new ad creatives from scratch
  • Choose ad creatives from your offer
  • Select page posts from your Facebook pages
  • Use ads from previous ad campaigns 
  • Search Post ID or URL

1. Create new ad creatives from scratch 

create new add creatives from scratch following the steps in the bar above

1. Facebook page

In the Pages tab, select the Facebook page you want to create your ads with. You can select multiple ones to test which Facebook page performs better

2. Ad copy

Then, in the Copy tab, click on the + button to add multiple text variations to split test. You can save them as a template to reuse later, by clicking on Templates and Save current setup as a template.

3. Media

Now, in the Media tab, you can select:

  • All Media tab to use images and videos from offers and previous ads.
  • Current Offer tab to use creatives from the Offer you launched your campaign with.
  • Upload tab to import images and videos from your laptop.

4. URL

Next, on to the URL tab where you can add the URL of the web page you want your ads to redirect to. You can add multiple URLs to split different web pages.

Note: if you launched your campaign with an Offer, its URL will automatically set as the default redirecting URL for your ads. Make sure to edit the display link to your preference.

5. CTA

On the CTA tab, you can add the call to action button you want your ads to display:

  • Sign Up
  • Shop Now
  • Contact Us
  • Download
  • Subscribe
  • Listen Now
  • Watch More
  • Book Now
  • Apply Now
  • Learn More
  • Play Game
  • Get Offer
  • Get Quote
  • Get Showtimes
  • Visit Instagram Profile
  • Send Message

You can also add multiple ones to split test.

6. Description

The Description tab where you’ll add the headline and description that will appear in your ads. Again, you can add multiple ones to split test.

7. Create

Finally, on the Create tab, you can preview your ad variations on different placements, and enable the ads you want to use in your campaign.

2. Choose ad creatives from your Offer

select ad creatives from the selcted offer
  1. From the left sidebar, click on Offer’s Creatives
  2. Select the page posts you want to use as ads by enabling them with this toggle
  3. You can also click on the View on Facebook button to preview the page post before selecting it.

Note: the page posts selected must have a redirecting URL and call to action button.

Finally, once you’re done selecting the page posts you want to use as ads, click on the Next button to proceed to the review tab of your ad creation workflow.

3. Choose page posts from your Facebook pages

Add Ad creatives from previous Facebook page posts
  1. Click on Pages in the left sidebar
  2. Choose the Facebook page you want to select your creatives from. You can choose one page or multiple ones for split testing
  3. Select the post you want to use in your ads and switch its toggle on. You can choose one post or multiple ones to split test which one works best.

If you selected multiple Facebook pages, you can still choose one post or multiple ones from each page.

Finally, click Next and continue on to the Review tab.

4. Choose ads from previous ad campaigns 

Add ad creatives from previous Facebook ad campaigns
  1. In the left sidebar, select Ad campaigns
  2. Click Choose a campaign. Here you can choose the campaign you want to use ads from
  3. Scalify will sync the ad sets you have in the campaign you chose. Select the ad set of your choice
  4. You’ll find all the existing posts you have in the ad set you selected. Now, enable the post you want to use in your new ads. You can choose one or multiple posts to split test which one works best.

Finally, once you’re done, click Next and continue to the Review tab.

5. Search Post ID or URL

Add ad creatives from posts IDs or URLs
  1. Click on Post Id or URL in the sidebar
  2. Choose Post Id or Post URL
  3. If you choose Post Id, select the Facebook page your post is from. Right under, enter your post ID and hit Search
  4. If you choose Post URL, you can proceed to enter your post URL right away and hit Search.
  5. After clicking the Search button, Scalify then will display your post. Select it by enabling this toggle.

Click Next and continue to the Review tab.

5. Review Your Targeting Campaign

Review your campaign in the review tab

The review tab is where you can double-check your campaign details, such as:

  • Campaign name, objective, spending limit, and Campaign Budget Optimization status
  • Ad set variations, budget settings, calculate their potential reach and make sure that all your variations are exactly what you want them to be before launching
  • Ad variations and enable the ones you want to use.

Click Next when you’re done reviewing your task summary.

6. Launch!

The launch tab is where you can:

  • Choose Your Campaign’s Structure
  • Name Your Ad Sets (optional)
  • Enable Google Analytics Tagging (optional)
  • Enable Created Campaign or Ad Sets (optional)

1. Choose Targeting Campaign Structure

Choose your prefered campaign structure

Automatically set up your ad campaign structure to be:

All ads inside each ad set variation, to allow Facebook to automatically optimize your ad delivery.

Or

Each ad variation inside a separate ad set, to force Facebook to spend all the ad set’s budget on each ad.

2. Name Ad Sets

Choose your ad set naming
  1. Choose to leave the values on default or change them to include information you care about from the drop-down
  2. Choose your preferred spacing character.

Now, Scalify will generate your ad sets’ names based on the values you selected.

3. Enable Google Analytics Tagging

Enable Google Analytics UTM tagging

Enabling Google Analytics UTM tagging allows you to accurately track your ad campaign’s performance beyond Facebook’s Pixel events and get advanced insights on your prospects’ behavior.

Just enable the UTM tags toggle to tag your ads automatically.

4. Enable Created Targeting Campaign or Ad Sets

Enable created targeting campaign or Ad set

Now all that’s left is to actually launch the ad campaign.

If you’re ready to enable your campaign or ad sets as soon as they’re created by Scalify, then make sure to tick Enable Created Campaign or Enable Created Ad Sets.

If you’d like to go in and review things one more time before launching then make sure it’s ticked off.

To keep up with your task’s creation status, make sure to go to the Tasks tab from the sidebar.

Up next:

  • Launch a retargeting ad campaign
  • Launch a dynamic retargeting ad campaign
  • Activate a strategy

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