What Each FB Template Step Looks Like In Real Life

Updated 2 min read

What Each FB Template Step Looks Like

The UpHex Facebook template builder has 5 steps. Here is what each step contains:

Step 1: Info (Template Configuration)

  • Template name, category selection, and Enabled toggle

  • Campaign Type: Standard (Lead Gen), Time-bound, or Awareness

  • Business Type (B2C or B2B) and Offer Type (Direct Response or Lead Magnet)

  • Campaign Settings accordion: Ad Structure, Advantage+ Settings, Placements, Dynamic Creative, Conversion Event

  • Additional Settings accordion: Special Ad Categories, KPIs, GoHighLevel Tags, UTM Parameters

Step 2: Content (Ad Text)

  • Headline, Link Description, and Primary Text fields

  • Call to Action button selection

  • Custom variable support (e.g., #{{city_name}})

  • AI Writing Assistant available for help with ad copy

Step 3: Media (Ad Media)

  • Upload images or videos

  • Choose media format (individual, carousel, etc.)

  • AI Image Generation available

  • Recommended size: 1080x1080 for Facebook

Step 4: Lead Capture

  • Lead Form: Form settings, background image, greeting, questions, privacy, and completion page

  • Messenger Ads: Configure welcome messages for Messenger campaigns

  • Tracking Code: Add pixels or custom tracking

  • UpHex Forms: Built-in form options

Step 5: Targeting

  • Audience Targeting: Gender, age range, language, default radius

  • Offer and Avatar: Define target customer and offer details (with AI auto-fill)

  • Detailed Targeting: Interests, behaviors, demographics (with AI suggestions)

  • Advantage+ audience expansion controls

A live ad preview panel appears on the right side of each step so you can see how your ad will look as you build it.