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Marketing

Run and approve ads

Create Facebook and Instagram ads with spending limits, owner approval and real results from your CRM.

Where to find it: Menu → Ads Owners and admins 10 min

Before you start

  • A Facebook ad account with a payment method (you pay Facebook directly).

The steps at a glance

1Open Ads2Connect3Create ad4Picture, wordsand people5Launch
Step 1 of 5
  1. In the menu on the left, tap Ads. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/adsCompanyFlowHQLanding pagesReportsSocialAdsWebsiteAutomationsEmail Market…AdsSearch ⌘KMenuLanding pagesReportsSocialAdsWebsiteAutomationsEmail Marketing
  2. Tap Connect Facebook ads and tick the ad accounts this workspace uses.

    companyflowhq.com/adsCompanyFlowHQLanding pagesReportsSocialAdsWebsiteAutomationsEmail Market…AdsSearch ⌘KConnect your Facebook ad accountConnect Facebook adsAdsConnect your Facebook ad acc…Connect Facebook ads
  3. Tap Create ad. Answer What do you want from this ad?

    companyflowhq.com/adsCompanyFlowHQLanding pagesReportsSocialAdsWebsiteAutomationsEmail Market…AdsSearch ⌘KCreate adLeadsWebsite visitsMessagesAdsCreate adLeadsWebsite visitsMessages
  4. Add a Picture or video, write your text, choose Where (towns or countries), Age from and a budget.

    companyflowhq.com/adsCompanyFlowHQLanding pagesReportsSocialAdsWebsiteAutomationsEmail Market…AdsSearch ⌘KWhereLeeds, UKAge from18Budget£10 a dayAdsWhereLeeds, UKAge from18Budget£10 a day
  5. Tap Launch ad (owners) or Send for approval (everyone else).

    companyflowhq.com/adsCompanyFlowHQLanding pagesReportsSocialAdsWebsiteAutomationsEmail Market…AdsSearch ⌘KSave draftLaunch adAdsSave draftLaunch ad

✅ How do I know it worked?

  • The ad shows under Your ads with Spent, Leads and Customers.

⚠️ Common mistakes

Problem“Connect and choose an ad account first (Ads → Accounts).”FixConnect Facebook ads and tick an ad account.
ProblemSpending worries.FixSet a Monthly ads limit in Settings → Ads, and choose Stop new ads and pause running ones.

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