Facebook Ads Onboarding Form
Business Name
*
Contact Name
*
First Name
Last Name
Contact Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Website URL
*
Instagram Handle
Ad Account Name
*
Page Name
*
Business Manager ID
Admin Access
*
I've added adam@RODAmarketing.com as an admin (or partner) on our Business Manager, Facebook Page, and Ad Account.
Meta Pixel / Dataset ID
Can we access your website or Google Tag Manager to set up tracking?
*
Yes
No
Not sure
Main Campaign Goal
*
Leads (lead form)
Phone calls
Website traffic
Messages
Online sales
Landing Page URL
Thank-You Page URL (after a lead submits)
Call Tracking Number (if any)
Privacy Policy URL (if using lead ads)
Where should leads be sent?
Monthly Budget
*
Is this budget ad spend only, or does it include management fees?
Ad spend only
Includes management fees
Services to Advertise
*
Offers/Promotions to Advertise
*
Offer Start/End Dates
Location Targeting (list out your main target locations, in priority order)
*
Areas to Exclude
Ideal Customer
Target Cost Per Result/KPI (for lead gen, client's cost per lead goal)
*
Have you run Meta ads before? What worked or didn't?
Competitors to Stand Out From
Required Disclaimers or Words to Avoid
Ad Copy/Creative (provide link)
Upload Logo, Photos, or Videos
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Brand Colors / Fonts / Tone
Special Instructions
Submit
Should be Empty: