If you’ve spent any time on my site before, you may have noticed my free “6 Steps to Facebook Ads” series (located in the side bar on desktop as well as within the resources page in the main menu). These steps are detailed and provide the necessary tools, knowledge and skills for how to create an ad for Facebook.

Although I recommend you visit these posts individually to get a better understanding for setting up a profitable ad campaign, I understand that we are all busy and may not have the time. 

So let this post serve as a beginner-friendly shortcut to Facebook ad success.

Before getting started, I recommend reviewing Facebook’s compliance policy to make sure your ads aren’t disapproved.

Before we jump in, I should mention that if this is your first time running ads on Facebook, you’ll need to create a Facebook Business Manager account. 

No worrires though, it’s totally free! Follow this link to set that up now!

This post will follow the 6 steps to Facebook ads primer course that I have available under the Resources section of the main menu or within the sidebar (at the bottom on mobile).

I will link out to the relevant step within each section.


  • Step 1: Your Customers
  • Step 2: Your Offer
  • Step 3: Your Copy & Creatives
  • Step 4: Pixel Installation
  • Step 5: Building Your Campaign
  • Step 6: Duplication, Launching & Optimization
  • Conclusion

Alright, so let’s get started with the 6 steps to Facebook ad success!

*This post contains affiliate links, which I may receive compensation from. This is at no cost to you and lets me keep the lights on. Read more here…

Step 1: Your Customers

It goes without saying, but all success starts with understanding exactly who your customers are. If you don’t have this dialed in, then all other efforts will be fruitless.

If you’re an established business or you have existing customer data, then this process can be sped up.

If you have data (i.e., an email list or Facebook pixel data) of at least 1,000 people, then you can input this data and Facebook will create a custom audience targeting these exact people OR create a lookalike audience of similar people who are also likely to buy your product or service.

If you’re starting from scratch, then I recommend you think critically about exactly who your customers are. 

Answer the following questions and write your answers down for reference:

  • What are their demographics and age?
  • What are their interests, hobbies, passions and talents?
  • Who do they follow? What publications do they read?
  • What companies (related to your product, service or offer) do they like/prefer?

If you need help to come up with interests and profile data for your prospects, use the following tools and resources:

  • Free: Facebook’s Audience Insights (inside your business manager)
  • Free: The “Suggestions” box when creating a “Saved Audience” in the Audiences section (inside your Business Manager)
  • Free + Free Trial: Build surveys to get feedback (and build more successful, engaging and interactive ads!)
    • Free: SurveyPlanet – a straightforward tool for building unlimited surveys
    • Free Trial: Outgrow – more functionality, tools and support 
  • Free Trial: The audience explore feature from the Connectio software platform.
    • Among other automation and campaign performance tools, this innovative software takes the guesswork out of your audience research and identifies exactly who your target market is.

OK, so this has been brief, but I hope you’re able to start viewing your customers more strategically. 

As general rules of thumb, remember the pain points and what problems you’re solving for people. Think about what your ideal customers like to do and where they spend their free time.

Once you have a sold grasp on who your customers are exactly, you’ll want to think about an offer for your ad – a very specific offer.

Step 2: Your Offer

Your offer, campaign messaging and audience selection all need to be aligned and hyper-specific. You may have come across buzzwords and phrases like niche, direct marketing and providing a personalized ad experience.

Well, there’s good reason for this – it’s because this method works. 

In fact, if you’re not being hyper-specific and focused with your ads, your targeting and your offer, then you’ll be appealing to no one.

When creating offers, writing your copy and finding your target market, just remember this: 

If you try to appeal to everybody, you will appeal to nobody

So, what makes a good offer? A good offer should be:

  • Specific
    • Include specific results, case studies and timelines
  • Customized To Your Target Audience
    • What specific problem is your offer solving for your audience
  • Enticing Or Irresistible
    • Focus on giving value and providing a quick, actionable solution for your target audience

Beyond this brainstorming technique, you can also look to your competitors and other ad examples as inspiration (of course, never copy someone exactly).

Also, it’s a good strategy to visit online community boards or browse shopping marketplaces (such as Amazon) who offer a product/service similar to yours. 

Go through the comments or reviews section and see what people are frequently complaining about.

Then craft your offer around solving a specific problem learned from those customers.

Once you have your offer honed in, now you can start drafting your ad text, headlines and images/videos.

Interested in how you can run profitable Facebook ads completely on automation?

Check out how this tool gave a 384% increase in conversions – all on autopilot!

Step 3: Your Copy & Creatives

This is an extremely important step and I’ll have to echo what I said above: be specific and be relevant. 

When you’re writing your copy, make sure your messaging is specific and address the specific subset of customers you’re targeting and their specific problem with your specific solution (i.e., your offer).

Pretty specific, right?

When you’re thinking about what to write, talking about the following two things is not only best practice and industry standard, but it’s a simple formula for making sure you’re on point:

  1. Talk about and address the current problem or pain your customer is facing
  2. Talk about how nice their life will be after they take your offer (i.e., how your offer solves their problems and pain)

It’s important to remember the customer transformation. This is a critical thing to keep in mind:

Customers buy things for the transformation they believe will occur after the purchase

So as long as you talk about that transformation and appeal to your prospects emotionally, you’ll be setting yourself up for a successful campaign.

When it comes to choosing your creatives (i.e., your images and/or videos), of course you’ll want to select something relevant to your offer and, if possible, something that is eye-catching also.

It’s important to note here that Facebook doesn’t like images with too much text, so try to keep the ratio of text below 20%.

If you do have too much text, it’s not a big deal, Facebook will let you know.

Second, the Facebook Ads Manager lets you choose between 3 options for your creatives.

  • A Single Image or Video
  • A Carousel (multiple images/videos for scrolling)
  • Collection (a group of creatives that open into a full screen format)

Choosing the best option is totally up to you and depends on your preference, objective and specific offer(s) or product(s).

If you choose a single image, you can turn that image into a video inside your Ads Manager. You do this by selecting the button “Turn into Video” next to your uploaded image (you’ll have to upload an image first).

Finally, if you don’t have existing images, videos and/or branded content to use for your ads, then check out these free resources below:

  • Pixabay (1 million+ images and videos available for free commercial use)
  • Canva (easily create and edit original images and designs)
  • Wave.video (a powerful tool for creating high-quality video ads; no technical experience required)

OK, that should get you going with most everything you need to get started with making enticing copy and choosing quality creatives.

The next step is crucial for long-term success. Installing your Facebook pixel ensures that you can collect data and run super effective re-targeting ads in the future.

Step 4: Pixel Installation

Installing your pixel is pretty simple actually. First you’ll want to head over to your Events Manager (inside the menu drop down of your Facebook Business Manager).

From there, you should see a button for “Set Up Pixel” (if you already have a pixel made, click on the pixel and then find the “set up” button on that following page).

Next you’ll want to choose to either integrate (if you have a web hosting platform that integrates with Facebook, such as Shopify) or manually install your pixel.

To manually install the pixel code, you want to simply copy the code given to you and paste it into your head tracking area on your website’s back office settings.

Since there are too many hosting platforms to provide individual tutorials for each one’s pixel set-up, doing a quick Google search (such as “how to install pixel on WordPress“) should do the trick.

And to double check that your pixel is installed correctly, you can use the Facebook Pixel Helper Chrome extension.

This allows you to see which websites have (or don’t have) a Facebook pixel installed for tracking visitors.

Marketers actually use this tool as a way to filter through potential businesses they want to reach out to for ad services.

Step 5: Building Your Campaign

OK, if you’ve done everything above, then you should have your target audience dialed in, your specific offer determined, your text copy drafted and your pixel installed, ready for tracking and re-targeting ads (as you start to gather more data and move forward with Facebook ads).

Building your actual campaign just means bringing all these elements together and putting the information into your Ads Manager.

The Ads Manager is where you’ll build all new campaigns. 

After navigating to this page in your Facebook Business Manager, you’ll see a button to create a new campaign. 

Select this to get started and name your new campaign.

A screen will pop up to guide you to get started and choose your objective. 

If you’re new to Facebook ads, there will be button in the top right to Switch to Guided Creation, which will walk you through the whole set-up. 

Each campaign will have 3 levels:

  • The Campaign Level
    • Where you name the campaign and set the objective
  • The Ad Set Level
    • Where you edit your audience, ad placements and budget; starting with a budget of around $5/day is good
  • The Ad Level
    • Where you edit your copy, creatives and Facebook pages that you advertise from
As you go through and fill in your campaign details, everything will be saved automatically, so you can leave, come back and pick up where you left off at any point.

Step 6: Duplication, Launching & Optimization

After you finish building out your initial campaign, you’ll probably want to create multiple ad sets and ad variations for testing purposes.

I talk about this a lot in my other posts and it’s extremely important to note that any successful campaign requires that you test multiple images, audiences and copy.

This testing process never stops and is the only way to guarantee a successful campaign.

Luckily, there is a shortcut way to quickly add new variables for testing to your campaigns. It’s using the duplication feature inside your Ads Manager.

If you hover over your campaign, ad set or ad (when outside of the editing mode), then you’ll see an option to “duplicate” that specific item.

This means everything that you created in the step above will be copied and transferred into a new ad set or ad. 

Then all you need to do is change out the thing that you want to test for (such as the image, copy or audience).

  • If you want to test a new audience, then copy the ad set
  • If you want to test different image(s), video(s) or copy, then duplicate the ad itself

After you finish duplicating the ad sets/ads that you want, then all that’s left is to launch your campaign. 

You can do this by selecting the Publish button.

Be aware however that the process for approval can take up to 24 hours (or even more in some cases). This is especially true for new accounts that are launching their first campaigns.

As such, it’s a good idea to double check that your ad is Facebook compliant so you don’t run into any issues and have your ads disapproved.

This is just a tedious and time-consuming thing to have to fix when trying to launch a new campaign!

As for optimization, you’ll want to let your ads run for at least 3 days before changing anything

This should be enough time to let the Facebook algorithm properly go out and test different subsets of your audience and to optimize sufficiently.

After your ads run for a few days, you’ll notice that some ad set will be performing better than other. 

This is when you’ll want to scale the winning ads and ad sets – by increasing their budgets – and turn off the under-performing ads and ad sets.

Determining which ads are performing better will require you to monitor metrics such as CTRs (click through rates), link clicks, ROI, ROAS and ad spend against website adds to cart and purchases.

You can find these metrics inside your ads manager by selecting the button for Customizing your columns.

Or, if you’re like me and prefer automated reporting (saving you up to 30 hours of time analyzing and manually reviewing data), then I recommend using a tool like SuperMetrics (for Google Sheets is a great package). 

This tool provides you with all the data necessary for informed decision-making on ad optimizations and scaling.

You can optimize your ads by doubling your ad budget (on the winning ads/ad sets) every few days until you reach about $50. 

Then continue to raise the budget by around 15-20% each time after that.

As your budget increases to higher amounts, your ads will continue to perform better and be naturally optimized by the Facebook algorithm.

Finally, if you’d like to download a free copy of my eBook, The Complete Handbook to Running Profitable Facebook & Instagram Ads, then put in your name and email below!


OK, so this article did run a bit longer than anticipated, but I hope it has provided a useful bird’s eye view of the Facebook ad process.

Again, if you’d like more information, each section provides a link at the bottom to another article that explores each individual topic in more detail. 

Also feel free to refer to the free Facebook primer course (in the resources page, the side bar on desktop or at the bottom on mobile).

Thanks again for reading!

Let me know your questions and Facebook ad experiences in the comments below!

Categories: General


Schalk · October 22, 2019 at 9:33 am

Many thanks for this very detailed step by step guide on creating Facebook Ads. However, I was wondering, is Facebook ads really worth the investment? I have experienced quite a number of impressions after submitting a Facebook ad but then very few clicks and very limited results, if any. Just wondering, perhaps I am simply doing it wrong or maybe I should be willing to invest more to really see some results.

Sometimes just as a bit of a boost I would sometimes be willing to throw £5 at it and see if it would do anything for me. Maybe you should be willing to invest more like £50 plus to really start seeing the benefit and get proper results? I do know that there are many factors that can play a role though. As a result I tend to stay away from advertising on Facebook and instead opt for organic SEO strategies instead and sharing on other social media platforms.

Any thoughts on what makes a successful Facebook campaign successful?

    Jeffrey Quinn · October 22, 2019 at 9:55 am

    Hey Schalk! Thank you so much for your thoughts! Yes, I totally understand your frustration. Running successful ad campaigns requires a strategic approach and focus. Regarding impressions, these definitely do not always equate to clicks unfortunately. And investing more money will only help an ad campaign if that ad is already testing well (i.e., more money won’t fix an under-performing ad).

    As for what makes a successful campaign, there are many elements, but I think it’s important you make sure the following:
    – Your audience targeting is dialed in and specific
    – Your ad is providing value, solving a problem for your target audience and/or offering a solution
    – Your ad creative (video, image) and ad copy (text) are eye-catching, clear and specifically address a small subset of your audience and a specific problem they’re facing
    – You have an enticing, irresistible offer

    Maybe you notice a theme here, but it’s important to be specific. So you must target a specific subset of your audience, address one specific issue they have and offer one specific solution to that issue.

    If you try to try to reach everyone, you will reach no one.

    So if you show your targeted audience a solution and provide them with an actionable, valuable offer (especially something free, as a way to build trust and start the relationship), you will be much more likely to succeed.

    Finally, it’s important to note that if you’re running ads to cold traffic (i.e., people that don’t know you), it is Very Unlikely that you will make any sales ~ re-targeting ads are where the magic happens usually (depending on your offer, objective, etc. of course). And testing many different ads is also required. If you make only one ad variation and run this hoping for success, it’s nearly impossible to have a successful campaign.

    I hope that clears up some of your questions! Thanks again and reach out anytime if you ever need help! 🙂

Schalk · October 22, 2019 at 10:10 am

Many thanks for your very detailed response. It was indeed very helpful. However, being armed with knowledge and making it happen in reality is still a challenge. The thing that is great however is that you just never know what might happen. An ad you might have expected to go viral may not and then an ad you may not expect to, may just spread like wildfire. I guess, persistence is the key to success!

    Jeffrey Quinn · October 22, 2019 at 10:16 am

    Yes indeed! Persistence for sure ~ Happy advertising, my friend!

Jimmy · October 22, 2019 at 2:09 pm

Thanks for the great information that you’ve provided. Before reading this article, I didn’t care about facebook ads, but after reading it I now see things a lot differently. If it’s done properly facebook can be your very own ATM machine. I know It’s easier said than done, but with a little motivation and persistance I can follow your steps and get it done. I’ll be putting your information to good use and hopefully make a good income stream out of it. Thank You So much.

    Jeffrey Quinn · October 22, 2019 at 4:25 pm

    Hey Jimmy! Thank you so much for reading and I’m really happy that you found value in the material. Yes, properly implemented FB ads can bring a lot of value for people, but as long as you remain focused, do a lot of testing and make data-based decisions 🙂

    I want to help people achieve success online by providing marketing guides and strategies ~ so please reach out anytime if you ever have any questions or troubles!

    Thanks again for the comment and happy advertising!

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