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Answers for running client campaigns in UpHex. Uppie, the assistant inside the app, answers from these same articles.
Browse by topic
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Getting started
Set up your UpHex account, connect your tools, and find your way around.
- Dashboard - Quick Overview
- How Do I Add Team Members To My UpHex Account?
- How to Reset Your UpHex Password
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Templates
Build, share, and organize the ad templates your clients launch from.
- How To Create A FB Ad Template - All Types
- How To Give Specific Clients Access To A Category
- How To Import A Template From An Existing FB Ad in UpHex
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Launching & managing ads
Launch campaigns from templates, then edit, pause, and optimize them.
- How To Delete A Client's Ads From Facebook Permanently
- How To Edit Live Ad Campaigns In UpHex
- How to Launch an Ad in UpHex
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Facebook & Meta
Business Managers, ad accounts, pages, Instagram, and Meta requirements.
- Add an Existing FB Page to Your Business Manager - FB Basics
- Add an Instagram account to your Meta Business Manager
- Add/Create A New Ad Account in Facebook - FB Basics
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Google Ads
Create and run Google Ads campaigns, keywords, and reporting in UpHex.
- Google Ads - Audience Signal Walkthrough
- Google Ads: Phrase & Exact Match Keywords
- Google Ads: Pin Headlines
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Clients & onboarding
Add clients, onboard them, and manage their settings.
- Can I add clients directly into UpHex without using GHL?
- Client Dashboard: Set Default Websit
- How To Delete A Client Out Of UpHex
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GoHighLevel
Install UpHex in GoHighLevel and send leads into your GHL accounts.
- Automatically Push Leads Into Go Highlevel With Tagging
- How to Change Your Facebook Ads Account in the GHL Plugin: A Step-by-Step Guide.
- How To Connect UpHex to GHL - Creating Your Custom Menu Link
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Tracking & pixels
Smart Tracking, Meta Pixels, and website analytics for your clients.
- Add Microsoft Clarity to your clients' sites
- Add People to Your Meta Pixel in Your Meta Business Manager
- How To Create A Facebook Pixel In UpHex
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Metrics & reporting
Read client and template metrics and use them to improve results.
- Bulletproof Your Ads Using UpHex Metrics
- Resolving Mismatched Conversion Reporting in UpHex and Go Highlevel
- See The Automatic Workflows UpHex Is Performing
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Rebilling & billing
Charge clients for ad spend and manage your UpHex subscription.
- How To Cancel Your Free Trial or Subscription
- How to Manually Charge a Client and Adjust Recharge Settings
- Rebilling Best Practices
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AI tools, Uppie & integrations
Generate images, video, and copy with AI, and connect UpHex to other tools.
- AI Tools: Image Generator Overview
- AI Tools: Translate Ads In One Click
- AI Tools: Video Generator Tool
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EZ Pages & EZ Connect
Build funnel pages and get access to client ad accounts the easy way.
All 3 articles -
Troubleshooting
Fix connection problems, errors, and missing leads.
- Ad Account And/Or Page Aren't Showing
- Ad Account Disabled? Now What!?
- An Unexpected Error Occurred: How to Resolve the Error in UpHex
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Agency growth guides
Strategy guides on finding clients, pricing, sales, and growing your agency.
- Acquiring and Retaining Clients for a Thriving Business: A Guide
- Building Genuine Connections in a World of Constant Sales Pitches
- Creating a Sustainable and Profitable SaaS Business Model: Lessons from the Trenches