Your Salestitan Guides

Create Facebook ad campaigns in HubSpot

Available with any of the following subscriptions, except where noted:
All products and plans

After connecting your Facebook ad account to HubSpot, you can create lead ads and website traffic ads through the HubSpot ads tool. You can also create Facebook ad sequences to deliver a series of ad campaigns. If you’ve connected a LinkedIn ad account or Google Ads account, you can also create LinkedIn ads and Google search ads directly in HubSpot.

Please note: you cannot currently export data from your Facebook ads, LinkedIn ads, Google ads, or Google keywords.

To create a new ad campaign:

  • In your HubSpot account, navigate to Marketing > Ads.
  • Click Create ad campaign, then select an ad type:
    • Engagement ad: create engagement ads to get visitors to interact with your ad. 
    • Website visit ad: create website visit ads to promote and direct visitors to your website. You can also create a website visit ad from one of your HubSpot landing pages:
      • In your HubSpot account, navigate to Marketing > Landing Pages.
      • Click on the name of the landing page you want to create an ad from.
      • In the top right, click Promote > Create website traffic ad.
      • In the right panel, select socialBlockFacebook Facebook.
    • Lead generation ad: create lead generation ads to collect information from visitors with a Facebook form. 
  • In the top right, click Next
  • To enter a name for your ad, click the edit pencil icon at the top of the page. 

Set up ad creative

In the Ad tab, you can preview your ad in the right panel. In lead generation ads, you can click the left or right buttons to cycle between your ad, form, and thank you section. In the left panel, set up your ad: 

  • Ad account: select the ad account for the ad.
  • Facebook page: select the Facebook page for the ad.
  • Facebook campaign: enter a name for the campaign for your ad, or select an existing ad campaign.
  • Website page URL: if you’re creating a website traffic campaign, you can either select an existing HubSpot page or manually enter the URL of your website page.
  • Image/Video: upload an image or video for your ad.
  • Text/Body copy: enter text for your ad.
  • Headline: enter a headline for your ad.
  • Call-to-action: select a call-to-action for your ad.

Please note: if one of your pages is not appearing as expected, check out the Facebook troubleshooting guide to ensure that you have the correct permissions for your connected pages. 

  • Facebook form: if you’re creating a lead ad campaign, select an existing form, or create a new one. When users click on the Call-to-action button on your ad, Facebook will prompt them to fill out a form to provide additional info. 
    • To use an existing form from your Facebook page, click the Facebook form dropdown menu, then select one of your forms.
    • To create a new form, click the Facebook form dropdown menu, then click Create new Facebook form. In the right panel, configure the following form details and click Create
      • Form name: enter a name for the form. 
      • Form language: select a language for the form. 
      • Intro (optional): enter a headline and description for the form. This is optional and can be left blank. 
      • Form fields: select and arrange the order of the form fields for visitors to submit. To add a form field, click + Add field, to add a hidden field for reference, click + Add hidden field. Hidden fields will not be displayed to visitors. 
      • Privacy policy link: enter a link to your privacy policy.
      • Notice and consent: select a notice and consent option to keep users informed of how you will use their data, and enter the corresponding text you want to prompt users with. If you want users to agree to multiple consent questions, you can click Add checkbox to add an additional prompt and checkbox.
      • Thank you: configure the follow-up text to display after users submit your form

Please note: after creating your form, you cannot edit or make any additional changes. If you made any mistakes or want to make updates to the form after it’s been created, create a new form with your desired changes. Then, select the updated version for your ad campaign.

Specify targeting

In the Targeting tab, set up the targeting for your ad:

  • Special ad category: if you’re creating a Facebook ad that relates to a special category, such as housing, employment, or credit, select the category that best fits your ad.
  • Audience: create a new audience for your ad or use an existing audience. 
    • To use an existing audience, select Select a saved audience. Then, click the dropdown menu and select an audience
    • To use a new audience, select New audience. Then, configure the following: 
      • Location: enter any specific citystate, or country.
      • Age range: click the dropdown menus to configure an age range for your audience. 
      • Have any of the following: to refine which users you’re targeting even further, you can add groups of filters.
        • Under the bottommost AND filter, click Add filter (OR).
          • To include a HubSpot audience, select Retargeting and lookalike audiences.
          • To manually select the target interests, behaviors, or demographics for your ad, select Personal attributes.
        • Broaden your audience further by specifying another OR filter. You can also restrict your audience by clicking Narrow audience further (AND), then selecting the criteria that must also match the existing criteria you’ve selected.
      • If you want to exclude certain audiences from seeing your ad, click Add exclusion, then click Add audience exclusions. In the right panel, select any audiences you’d like to exclude.

Enter budget and schedule

In the Budget & Schedule tab, set up the budgeting and schedule for your ad:

  • Budget: click the dropdown menu and select whether your budget is for Daily or the Total amount for the ad, and enter the amount.
  • Schedule: click the dropdown menus to set the duration of your ad.

Set up automation

In the Automation tab, use simple automation features such as adding contacts who have interacted with your ad to an ads audience or list. You can also use the ad interaction as a trigger in a simple workflow. Learn more about how to use automations with the ads tool

  • At the top, click the Automations tab. From the Automations tab, you can configure what happens after the ad interaction: 
    • Send an internal email notification (lead generation ads only): send an internal notification to a user, team, or the contact’s owner when a contact is created from an ad. 
    • Add contacts to a list: add contacts who have interacted with your ad to an active list
    • Create your own automated follow-ups: use a simple workflow template to add contacts who have interacted with your ad to an ads audience or create your own simple workflow in the editor. 

 

Publish or Save

To publish or save your ad:

    • In the top right, click Publish. Once you’ve published your ad, you can analyze ad performance from your Ads dashboard.
    • If you’re not done editing your ad, you can save your progress and return to finish your ad later. To save your ad as a draft:
      • In the top left, click Exit.
      • In the dialog box, click Save and Exit. HubSpot will save your drafted ad, which you can resume editing at any time.
    • To view your current drafted ad campaigns:
      • In your HubSpot account, navigate to Marketing > Ads.
      • In the left sidebar menu, click Drafts.
      • To resume editing one of your drafted campaigns, click the campaign name.
      • To remove a draft, hover over the campaign and click Delete. In the dialog box, enter delete. Then, click Delete draft

Edit your Facebook ad placement

Facebook ads can appear within Facebook, Instagram, Audience networks, and Facebook Messenger. When you create an ad in HubSpot, Facebook will automatically optimize the placement. To customize where the ad appears, you can instead choose to manually select your placements from your Facebook Ads Manager. Learn how to choose ad placements in Facebook’s Business Help Center.