Facebook Onboarding Form
Company Name
Company Address
Company Phone Number
Company Email
Website URL
We require all the Business Page, Business Manager, Ad Account, and Pixel information in order to effectively construct your campaign. If you are unsure of any of this information, please verify and come back to fill in this information.
Facebook Business Page Name
Facebook Business Page ID
Provide access
I have provided access
Need help?
How to create a Facebook business page
Need help?
How to check if you already have a Facebook page and how to create one
Business Manager
Business Manager Name
Provide access
I have provided access
Need help?
How to create a Facebook Business Manager
Facebook Ad Account
Ad Account Name
Ad Account ID
Provide access
I have provided access
Need help?
How to check if you have a Facebook Ad Account and how to create one
Facebook Pixel
Pixel ID
Provide access
I have provided access
What website URL(s) is the pixel installed on?
Need help?
How to check if you have a pixel
Ad Spend Payment Method
Do you have a payment method in your ad account?
Yes
No
Need help?
How to add a payment method to your ad account
Spending Limit
Do you have an account spending limit in your ad account?
Yes
No
Need help?
How to remove the account spending limit
Landing page information (if applicable)
Do you have a landing page for this campaign?
Yes
No
If yes, please provide the URL, username, and password
Google Analytics Account
Account Access is Required
I have provided access
I need to create an account
Need help?
How to provide access to your Google analytics account
Ad Platforms
What platforms would you like to run ads on?
Facebook
Instagram
Both
What is the name of your Instagram page? (if applicable)
What industry is your business?
In a few words, provide a complete overview of the business:
What separates you from your competitors?
How do you currently receive most of your customers?
--
Referrals
Word of Mouth
Buying Leads
Organic
What is your conversion rate?
What is your average revenue per closed deal or order?
What is your average profit margin per closed deal?
What are your top selling services or products?
What are your target location/service areas?
Do you have any plans for expansion or growth?
Do seasons affect your business?
List your top 3 competitors
These details help our team better understand campaign preferences
Is there anything you want to focus on in your ad copy?
Is there anything you want to avoid in your ad copy?
What tone would you like the ad copy to have?
Humorous
Educational
Professional
Aggressive
Playful
Urgent
Anecdotal
Informative
Do you have any company slogans?
Has your business been recognized or won any awards?
What are your company colours?
What is your favourite commercial?
Please provide a link to access your media assets and logo:
Are you legally required to have your license number or any certification disclosed in an ad? Please provide a link to access your media assets and logo:
Do you have any legal marketing limitation with any affiliates?
Please provide the information below:
What is the monthly budget for this campaign?
Have you ever run Facebook Ads for this company?
Yes
No
Would you like to create an offer, lead magnet, or promotion for this campaign?
Yes
No
What gender would you like to target?
Male
Female
All Genders
Not Applicable
What age ranges would you like to target
18-24
25-34
35-44
45-54
55-64
65+
In a few word, please describe the main objective for this campaign?
Does the Facebook ad account provided have any custom audiences already built?
Provide any additional information or preferences you feel might be helpful below:
Confirm Access
I confirm access has been granted.
Domain Access Confirmation
I confirm the domain has been verified.
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