Our state-of-the-art Ad Launcher makes it easy for you to launch Facebook ads from within Swayze CRM. We have 100+ winning ad templates across different insurance types that we've curated through rigorous A/B testing. Leads from those ads will automatically be pulled into our CRM and added to SMS and email campaigns. Use the steps below to set up and launch your first ad.
A few requirements need to be met before you launch your first ad. If these steps are not done there will be issues with launching and leveraging your ad. Check to make sure you've completed all the steps below before you attempt to launch an ad.
The Facebook page is fully set up
Connected to a Business Manager and professional Ad Account. Use this link to check.
Accepted Facebook TOS for the page.
Added a payment method to the ad account.
2. Domain added to Swayze.
3. Snapshot loaded.
4. Funnels are connected and live.
5. Facebook account integrated into Swayze.
6. A2P verification completed.
Launching a new ad happens in two distinct stages. Stage 1 is choosing and publishing the ad. Stage 2 is configuring the system to import submissions from the newly created ad. Without Stage 2, leads from the ad won't be added to contacts, opportunities, and SMS/email campaigns.
You'll need a privacy policy link and the landing page link to put in the ad settings. If you already have a privacy policy page you can use that link. Otherwise, you can use the one we created for you during the A2P process.
1. Go to Sites & Forms > Funnels > A2P Template Funnel.
2. Click the Terms page and copy the link above the page preview.
1. In Funnels, choose the main funnel for your insurance type (see table below).
2. Copy the URL for the first page.
We make publishing an ad easy for you. During the ad launch process, you can edit the ad copy and creatives if you choose. Use these steps to launch your first ad.
Choose the Ad
1. Go to Leads / Lead Gen > Ad Launcher.
2. Click Launch Ad.
3. Click the folder for your insurance type.
4. Choose an ad by clicking it. You'll be shown a preview of the copy and creative.
5. Click Continue to view ad settings.
Confirm Ad Settings
1. Leave Ad Type as Lead Form.
2. Enter the Budget ($40 is a good starting point).
3. Set the Location Target as Custom Address. Enter your desired states or zip codes.
4. Select the Start Date but leave the End Date blank.
5. Paste the privacy policy link in the Privacy field.
6. Leave the Lead Form blank. We automatically generate one for you.
7. Paste the landing page link in the Button Destination field.
8. Set CTA Button Text as View Website or Learn More.
9. Click Click to Launch Ad.
You'll be given the option to save/update info for your ads (privacy link, location targets, etc.) that will be automatically added to the next ad you launch. After confirming or rejecting, your ad will be submitted to Facebook. Ads are typically approved within 2 - 4 hours.
Immediately after launching the ad, we must configure the CRM to accept new submissions and route the lead accordingly. These steps ensure new leads are imported and added to SMS/email campaigns.
Map the Generated Lead Form
1. Go to Settings > Integrations.
2. Click Facebook Form Fields Mapping at the top. The newly generated lead form will be topmost.
3. Click Map Fields and ensure each field from the form corresponds to a field in Swayze CRM. (e.g. Full Name -> Full Name, Email -> Email).
4. Click Save.
Note: Forms we generate will have "Swayze" in the name, the insurance type, and a series of numbers. Memorize or save the form name for the following section.
Add the Lead Form to the Lead Routing Workflow
1. Go to Automation.
2. Find the lead routing workflow using the table below.
3. If there is no trigger, click Add Trigger and search for Facebook Lead Form Submitted.
4. Click Add Filters > choose In Form.
5. In the adjacent field, search for and select the lead form you memorized/saved.
6. Click Save Trigger and then click Save (in the top right).
Lead Routing Workflow Table
Insurance Type
Workflow Location
ACA
ACA - Assigned User Required > # ACA Lead Routing
Agency Recruitment
Agency Recruitment > Agent Facebook Opt-In (Lead Routing)
Annuity
Annuity > Annuity Facebook Opt-In (401k Myth)
Final Expense
FEX Acquisition Automations > # Step 1: FB FEX Lead Routing
Medicare T65 - Advantage
T65 Advantage - Need Scope > Lead Routing T65 Med Advantage
Medicate T65 - Sup
T65 Sup > Lead Routing T65 Med Sup
Mortgage Protection
Mortgage Protection > Mortgage Protection: Facebook Lead Router
$40 for your starting daily budget is a good sweet spot that gives Facebook enough ammo to work your ads. You can also set a budget that's $10 more or less than the recommended. Using a budget outside of that range will not yield the best results.
Don't edit your ad for 7 - 10 days after launch. The ad will be in the Learning Phase as Facebook learns who to best serve your ad to. Editing the ad resets the Learning Phase.
Don't be alarmed if you don't start getting leads immediately after launch. Allow the ad to complete the learning Phase and then assess further.
You can begin to scale your ad after the Learning Phase period. Don't edit the budget drastically (e.g. from $40 to straight to $100). Gradually increase the budget and ramp up. You can increase the budget by 10% - 15% per day until you reach your desired budget.
We advise against selecting an end date during setup because once the ad ends you can't leverage the data it's gathered to scale that ad. Pause the ad instead.
To edit the copy, creative, and targeting go to your Facebook ads manager. You can edit the budget from within Swayze CRM and turn the ad on or off.
