February 28, 2023

Facebook Ads Checklist

Facebook advertising is a powerful tool for businesses and individuals to reach their target audience. However, it can be difficult to know where to start or how much time you should invest in creating an effective campaign. We've created this checklist of steps that marketers should take when setting up their first Facebook ad campaign—or any time they want to refresh their knowledge on how best to use this great platform for reaching customers online.

1. Quantify your goals

Before you start a Facebook ad campaign, it's important to define your goals.

  • Why are you running ads? What do you want to achieve?
  • Are there specific metrics or key performance indicators (KPIs) that need to be hit in order for this campaign to be successful? What are they?
  • How much time and money are available for the campaign, given an initial budget of $1 per day per person reached?

Once those questions have been answered and goals set, it's time to get creative!

2. Define your target audience

This is one of the most important steps to making sure that you're reaching the right people with your ads and campaigns. To do this, you'll want to create custom audiences based on data from other sources like email lists or CRM systems (like Salesforce). You can also use Facebook's built-in targeting options like age range, location and interests; however these are limited when compared with custom audiences.

Create a custom audience based on people who have visited one of your webpages in the past 90 days--this will allow you access to all their information! This includes things like: name/nickname/email address; phone number; company name; job title; industry (or business category); website URL(s) visited within 24 hours before joining our list - anything else we ask for during signup process (such as gender). If someone fills out an online form asking us for more details about themselves such as where they work or live then those details will be added too(e.g., city). We've found this type of targeting works really well because it allows marketers who might otherwise never get access into certain industries due geographic restrictions based on location alone."

3. Create a customized audience for each campaign

Define the audience by age, location and interests.

You can use Facebook's Audience Insights tool to get started. For example, if you want to target people who like "pets" and live in the United States, select "Pets" from the Interests category and then enter your desired location (e.g., United States). You can also use other criteria such as gender or occupation--these are just some examples!

The right audience will help promote your product/service in an effective way while avoiding wasting money on irrelevant leads that won't buy anything anyway.*

4. Set up a promoted post campaign to generate interest in your business and products

You can use promoted posts to generate interest in your business and products. Promoted posts are a great way to reach people who aren't following your page, but might be interested in what you have to offer. To create one, follow these steps:

Go to the "Create" menu and choose "Promoted Post."

Enter some information about the promotion (where it's taking place, who should attend) and then select which audience groups you want it shown to by age group or location (e.g., people who live near New York City). You can also target specific interests by typing them into the keyword field--for example, if someone searches Facebook for "yoga classes," this ad will appear on their newsfeed as an option they can click through on instead of having an organic post appear right away like all other posts do when someone searches something related only indirectly related such as "pilates class."

5. Choose the right bid type and budget

Once you have decided on your target audience, it's time to choose a bid type. Bid types are ways of bidding for ads and can be used to increase your chances of getting more impressions or clicks on an ad.

There are many different types of bid strategies including dayparting, cost per click (CPC), cost per thousand impressions (CPM), and cost per acquisition (CPA). Each has its own advantages and disadvantages depending on your goals as well as budget constraints.

For example: If I'm trying to sell something online where I know how much each sale will be worth then CPA would be best because I want people who are likely going to buy from me now rather than later at some point in the future when they may not buy anything at all!

6. Set up conversion tracking properly

You need to set up conversion tracking properly before you start your campaign. If you don't, the only way to track conversions is by manually counting them in a spreadsheet or using third-party software like Google Analytics.

Facebook Pixel: This is Facebook's conversion tracking tool that lets advertisers track actions on their website, including purchase transactions and signups for an email list. It also allows them to use Custom Audiences--which are people who've visited their page or engaged with certain posts or ads--for retargeting purposes (we'll cover this later). You can use the Pixel if your site uses Shopify, WordPress and other ecommerce platforms; however, if it's just a landing page with no shopping cart functionality then it won't work for you because there isn't any way for Facebook's technology to track how many visitors convert into customers unless they're buying something through your site itself!

Third-party conversion tracking tools like Hubspot and Google Analytics allow non-ecommerce businesses such as service providers or membership sites (like fitness clubs) who don't have an order form on their homepage yet still want access

7. Find the right image and copy that speaks to your target audience

You can't just post any old photo to Facebook and expect your ad to perform well. It should be an image that speaks directly to your target audience and resonates with them, so they're inspired by it and want to click through.

The copy in a Facebook Ad needs to be compelling enough that people will read it--and then take action on it (by clicking on the link). If you write something generic like "click here" or "learn more now," there's no reason for anyone who isn't already familiar with what you do or interested in buying what you offer from reading further than those two words!


Facebook Ads are a great way to reach your target audience and generate leads. However, they can also be expensive if you don't know what you're doing. By using the checklist above as a guide, you'll be able to create effective ads that will help grow your business without breaking the bank.