CoachBot Video Transcripts-19
Pre-launch Checklist (HighLevel)
All right, what is going on guys? In this video we're going to go through the go high level features that you need to prepare for the launch of the red carpet challenge. Alright, below this video, there's going to be a link to download this document which contains both the pre-launch checklist as well as the launch checklist. Alright, for this video, we're going to go through these steps together. So first we're going to request that the go high level assets are in your account through a gym launch support ticket. So if you log into your go high level account and you go into automations on the left hand side here, you should see a folder called Red Carpet Challenge. If you have a bunch of activity in here, you can just search in the search bar red carpet challenge, and you should see it pop up.
If you do not see this in your account, then you can click on this support tab right here and put in a request to the support team that you need access to the red carpet challenge. Go high level assets, they should get back to you shortly. Once you have access to that, you want to follow the next step, which is edit the three, which is actually four red carpet challenge workflows. Alright? They're all going to be in the folder called Red Carpet Challenge, which you can see right here, red Carpet Challenge. Inside of this folder, there's going to be four workflows that you need to thoroughly go through to make sure that you're okay with all the content in there. Alright, so we're going to go through this together. We're going to click on this folder, and then here are the four that you see.
So just starting right at the top, we have two that are promotional. So marketing, we have hype here, internal SMS campaign and then an email campaign. So all the SMSs are together, all the emails are together and both of these will fire off simultaneously. Then once you actually start the challenge, anybody that's participating in it will get both of these campaigns. Again, all the SMS together, all the emails together. So it's going to be critical that you take some time and go through these thoroughly every single step and make sure that what you're sending your clients for, either promotional or actual challenge fulfillment is in line with what you want to send. Alright? So what that looks like is we're going to open this up and we're going to just go through step-by-step here. So first of all, this edit right here,
Down here you have the second step, which is edit your dates. Alright? So there's going to be very important dates that are included in these four workflows. It's going to be important that you update both of them together. Alright? So that's where we're starting. This second step right here says edit. Choose a Sunday. So this is when promotion will start. We want promotion to start on a Sunday. So all you do is open this up and then it's going to default it to March 17th, 2024. You want to click on this and change it to whatever Sunday you're going to launch. So if it's June July, you just hit this little arrow, pick a date, say it's June 9th, and then you want it to stay at 7:00 PM So once that is squared away, you're going to go ahead and knit save. I'm not going to do that just for the sake of not saving this change, but you go ahead and knit save and then continue to work your way down. So this add to add to hype internal email, don't worry about that, don't worry about the tags, don't even worry about the wait steps, but it will give you a good idea that this is going to be sent 14 days before
That event. Alright? So before that Sunday that you select here, this is going to go out 14 days before this date, and then you just open up this, you can see a little text icon, you open that up and this is the first text that's sent. You can see custom values in here. So this is going to auto-populate the gym name and then just go ahead and read through all of this copy, make sure that it's all online, make changes if you want to, and then just step by step, go through all of these. So I'm not going to go through all of 'em just for the sake of not making this video too long, but you want to go through and
See that this is okay. This is going to be sent 12 days out so you can see it waits 14 days, sends this text, then waits 12 days, sends this text. So just so you understand, this text will be sent and then two days later this text will be sent and then five days later this text will be sent. So go ahead and just work your way through, click on all these. If you want to make any changes, go ahead and make them and then hit save down here. Now, once you go through all of these and you get down to the bottom,
You're going to make all the changes and then you're going to hit save up here. You don't have to worry about publishing it yet. I would hold off on that, but go ahead and save just all of the edits that you make are saved, right? And then just rinse and repeat those same steps throughout all of these. Alright, to give you an idea, here's the email so that it's a little bit different. Again, 14 days out. So these are going to be sent out simultaneously. Texts are going to be sent out and emails are going to be sent out. This is what the text preview looks like. You can see here's a little bit different. There's a subject line
And then here's the text. Now here's the emails. Now the emails are a little bit longer, okay? So go ahead and read through this. If there's anything that does not apply, it's going to be highlighted for you. Any customizations is going to be highlighted, any link updates. So if there's a link here, click to join the link. You're going to want to find that Facebook group, highlight this, and then there's a little attachment link. If you open that up, you're going to want to put in your URL here. Anywhere there's a hyperlink. So anywhere that there's a blue underlined section, again you want to highlight it, click on this attachment and then you'll be able to throw in your custom link there. So they can click on it inside the email and be redirected to whatever page you're going to. And there's going to be notes in here with links to certain trainings.
Again, make sure you go through that. If it doesn't apply to the client, delete it out. And again, anything highlighted as things you want to customize. So you would go through all of these and then once you've made all your edits, go ahead and hit save and then that'll update it there. Alright, so those are both of the email sequences and the text sequences for marketing. Alright, the next one we want to go through is the actual fulfillment. So once people are in the challenge, what are the texts and emails they get sent? Alright, so workflow three and four. Again, texts and emails. So opening this one up. Similar process, don't worry about any of the triggers, but right here, edit set one day before the challenge starts at 7:00 PM Alright? So again, click on that, find the day that you want this to be triggered.
Change your date, change your time to be 7:00 AM 7:00 PM one day before the challenge starts. And then again, work your way through and then follow the steps. Here's the first text that gets sent. Read all of that. Make any edits, hit save at the bottom and then continue to follow the prompts. Right here it says select the Monday. The challenge begins at 12:00 AM So you want to go ahead and change that, get it updated, text message, read it, continue your way through, and then all the way at the bottom, it's going to save right here to select the day of the month for the red carpet party. Alright, so what day is the red carpet party? You want to go ahead and pick the date right here for that. Alright, and this does look a little bit different, but just make sure you pick your day.
So if it's on the first of the month, go ahead and hit the first. If it's on the third, you can change this and you can change the time and make sure that's in line with whatever your party is. Once that's all edited, go ahead and hit save. And then same exact thing for emails. Not to waste too much time here, but go through the same steps anywhere that says to edit a day, it's going to have a description for what the day is, edit it, read through your emails, subject lines only, change the highlighted parts and any hyperlinks with attachments, work your way through all that. And then again, day of the party, save all of that and then all those campaigns will be completed and they all should still be in draft. Continuing way down here, again, we want to make sure that we don't forget to change any of the dates that are in those workflows.
So make sure those are all line. Next, we want to publish all four workflows. Alright, what that looks like, nothing's going to happen yet until we follow the steps in the next video. But for now we want to prepare, make sure these are not in draft because if you go through the steps in the next video and these are in draft, nothing will happen. Alright? All you need to do is hit these three dots right here and then it's going to have a publish workflow. Hit confirm, and then you're going to see if this turn green and stay published. Make sure that all four of these all stay published. Alright, next you want to set up your red carpet challenge calendar. So if you plan on using a separate calendar, you're going to want to follow these steps. So we're going to go into settings, we're going to go into calendars, we're going to go to the red carpet goal setting calendar and hit these little three dots right here to open up the settings.
Hit edit, and now we're going to go through and we want to make sure this is all correct. Alright, so scrolling down on the first page, you're going to see select team members. This is going to have a default gym owner user in here, but you're going to want to delete that out if you see that there. And then select the actual users that you want to be associated with this calendar. Alright? So if there's more than one person, feel free to select more than one person here and then it's going to round robin between them. If you do not have any team members in here, the calendar will not work. Alright, so go ahead and pick your team member, then move over to the availability tab here. I would recommend keeping all of these times and days wide open because we're going to hone in the availability in the actual user settings.
Okay? So keep this all open, don't worry about editing this. And then down here at the bottom of the page, this is the last step for the calendar. We want to make sure that the meeting intervals and durations match, right? So if you want the meeting to be 30 minutes, then have 30 minutes, 30 minutes. If you want it to be 15 minutes, change this to 15, 60 minutes. And so on minimum scheduling notice this is for the availability. You want to be shown on the calendar. Do you want any appointment to be booked inside of two hours? If you need more time, more heads up, then you can extend this to multiple hours or multiple days even. And then date range, how far out do you want to be able to book? Is it four days, five days, six days, and so on. And then do you plan on being able to have more than one person booked in a time slot?
If you want three or four appointments to be booked at the same time, feel free to change that number past one. Alright? Once all those changes are done, then on the top right here, you can hit save and it'll save the availability there. That is the calendars. But then we want to make sure we update the user availability. So any users that you have associated with this calendar that you've selected right here, we want to make sure that their individual user availability is also updated because even though the calendar is wide open here, we want to hone in the availability inside of each user profile. So for example, if my team member is gym owner for the sake of the test, then I'm going to want to go into the gym owner profile, which is under my staff right here.
Hit that, find that profile. So here's the gym owner profile, hit edit, and then scroll down to where it says user availability. Now this is where you're going to want to hone in your specific availability. Alright? So for this gym owner, if they're only available 8:00 AM 9:00 AM Monday, Tuesday, Thursday, Friday. That's what I'm going to select. If you need to take days away, add days, add times, copy, certain days of the week to other days of the week, it's all pretty self-explanatory. Once you update your specific availability here, go ahead and hit save. And then that availability will show on the calendar that user's attached to. Alright? And then if you have multiple users, just do those same steps on multiple profiles so you can have everybody have different availability and they all talk to each other.
So that takes care of all of these. Last step before going through the launch checklist is updating custom values. Now there are five custom values here, three red carpet calendar, custom values, and then two Facebook custom values. So we want to search these and make sure that this has all the correct information in it. So what we do is make sure you're in settings, go down to custom values. From here you can just search. So you can see the first three start with red carpet. So I'm going to just search here and put in red carpet. And you can see all three populate here. This is the custom key. And then you can see the value is going to be blank. So we want to make sure that we go through whatever your date is. You want to hit the three dots there, edit custom value, and then in the value we want to put what the announcement date is, right? So June, whatever fifth, 2024 in whatever format you'd like, hit that, hit update. And then you should see it populate under your value. Do that. Same thing for red carpet calendar and red carpet. Facebook link. Facebook link should be easy to find. Updating the calendar link. If you're not sure where to find that, go back to calendars,
Find your red carpet calendar right here, hit the three dots, go to share. And then this permanent link right here, you want to copy that. So that's going to be the link that you use for your calendar. If you want to test it, you can open up browser, you can paste that link in there and make sure the availability. Availability looks good.
Once you have that link, you can save that for responding to texts and emails to get people scheduled. You can give it out to your team, but definitely go back into custom values and put it in that custom value right here. So I would edit that, paste that in there, and then save that. Alright? And then the last two that you need to update is your Facebook business page and Facebook group link. All right? Again, you should know how to find those. Grab that link from Facebook and then just search in the custom values inside of high level Facebook. And then there they, both of those are edit the value, put your links in there and save all of that. So all of these custom values auto-populate in all the areas that this code is. Okay, so that concludes the pre-launch checklist. The next video, we're going to go over the specific steps of how to upload a list and how to actually launch this thing.
Steps To Launch (HighLevel)
All right guys, in this video we're going to go over the red carpet challenge and the steps to actually launch the play. Alright, so before we get into this, we have to make sure that we followed the pre-launch checklist and completed all these steps. If we did not do this, I would not move forward through this video. Alright, complete all the steps. Then we can go into launch. There's going to be a link below this video to this document that first has the pre-launch checklist steps, and then under it we'll have the launch checklist steps, which is what we're going through in this video now. Okay, so first you're going to want to get a contact list with the members information that you're going to enroll in the campaign. So anybody that you want to get the hype sequence for SMS and for email, any current members, you want to download that from your CRM, preferably in a CSV file because that's what's going to work the best.
And then upload that into high level. Alright, so for the sake of the test here we have an example and this is what it should look like. So you should have columns with first name, last name, phone number, and email. If your CRM exported it with your first name and last name being together in the same box, it's not that big of a deal, I will show you how to account for that. If it's separate, that's fine too. Just make sure it's consistent across the board. If you have all of your contacts with first and last name together, then make sure it's for all contacts and if they're separate, make sure they're separate for all contacts. Once you have your list here, you want to make sure that you save this as a CSV file. So it's going to look slightly different if you're using Apple versus Google versus Microsoft.
But either way you want to go and either do a safe as or do an export, and either way you're going to want to select CSV file. Alright? Go ahead and save that. Save it to wherever you're going to find it when we upload it to high level, name it, whatever you'd like to name it to find it. I'm going to export and then you're going to navigate into your high level account. You want to go into contacts on the left hand side here, you want to hit this little up arrow that says import contacts. And then from here there's going to be a hyperlink that says upload a file. You can either drag from somewhere else in your computer into this screen or you can click this hyperlink and it'll open up the file box. Alright, from here we're going to select this file, which as you can see the kind of type it is.
Type of file it is, it's A CSV. Okay? So it's only going to work if there's a CSV highlight that it open. You're going to see the green box, meaning that it took the file type and then we're going to map the information. So this is go high level saying, okay, this is what the header was from the file, this is what the information is in that column. Can we treat this as a first name? So as long as it all makes sense in your screen that these are a first name, these are a last name, these are phone number and these are email. Then you can hit next. If you have information combined, like first name and last name combined, then you can select
Name here and it will separate out the first name and the last name. Okay? Once that's all set, you can hit next, you can import this, whatever makes sense for you. So I'll call it red carpet challenge. I'm going to create a list of the contacts from the import. I'm going to open up advanced, and then I want to add new and existing contact records, finding it from an email and finding it from a phone number. So it should look like this. This one's selected. Find primary by an email, secondary by phone, just so it can recognize if the contact already exists inside of high level. It won't create a duplicate. It'll look for existing contacts and then merge them together. Alright, next we want to go ahead and we want to add new contacts to workflow. And then as long as your red carpet challenge workflows are active, if you put in RCC, you should be able to see all the workflows here.
Alright? You want to enroll it in the hype internal SMS workflow, not the email. Do SMS. Okay? And now remember, as long as that's published and that date is set for when you want the promotion to start, which should be 14 days before the challenge is live, all these contacts are going to go right into that workflow and they're going to wait there until that date. Then when that date hits, then it's going to send out the promo. So you doing this early is not going to hurt anything. You can do this as early as you want to and those contacts will sit there and nothing will happen until that event start date takes place. Alright? So go ahead and hit that. Hit submit file being processed. You can click here to view the progress. It'll take you in and you can see this is the step that just happened.
You can see that it's completed. If your list is longer, you might see it pending for a couple minutes, but then it will switch over to complete when it's done. Alright? You could show stats here if you want to see if anything failed or if there were accounts that were updated versus created, if there was existing contacts, if any of that matters to you, then once that's done to just double check to make sure everything is looking correct, you can go into opportunities and you can go to Red Carpet Challenge and I'll take this filter off, go into opportunities, red carpet challenge, and then you should see all the contacts that you just enrolled in that workflow sitting right here in all clients. This does not mean that any of the text messages and emails got sent yet. This is just, they're enrolled in the campaign and they're waiting. If you want to triple check, you can go into automations, you can go into the red carpet challenge and then you can look and see in these campaigns how many are enrolled. The number of enrolled here should match the number of clients on your list. And then if you open this up,
You will see them sitting right here in the wait 14 days out section. Alright? The reason why you're not seeing it on my screen is because the date that it was set forward was in the past. So if that happens, all the contacts will run through and hit the end of the workflow and dump out and none of the texts and emails will be sent because the event date was in the past. So if that does happen to you, then just double check that this is the correct date in the future, at least 14 days out. And that shouldn't happen.
They all, you should, if you have 200 members and you just enrolled 200 people, you should see 200 as a number right above this wait step that as soon as it's 14 days out from this event, everybody will get the texts and emails. Okay, now you are live. So once that date hits, everything will be rocking and rolling. Alright? Now a couple more things to go over here. Just really quickly. Remember that you have your calendar to use, alright? So if you are going to schedule out meetings and calls from your calendar, you can do that in your calendar settings with that link. So again, go to calendars, find that red carpet goal setting calendar, hit share, and then this is the link that you want to book anybody to or to text out to have themself book, right? They can go right in here and they can select the dates and times and go through and put down their information and then pipelines, right?
So once everybody is being sent out those hype campaigns, the goal of all of this is going to be to take all the clients that are in this stage, move them over to booked appointment when the appointment's booked, and then once they come in, move them over to either purchase subs, participating without subs, or not interested. If for whatever reason anybody's not interested at any time, slide 'em over and keep track there. Get everybody to book, get everybody to show. And then they have the choice of either going into not interested, participating with without subs or participating with subs, right? So the goal of all this is to clear out this stage and have no clients left in here, have all of them booked and showed, and then have all of them either exist inside of this one, this one or this one, alright? And you could simply drag and drop to keep track of where they're all at. Okay? That's just a way to stay organized. Alright, that is everything I got. Again, the link to this document is below this video. Good luck. Bye.
Creating Your Business Manager
All right, through the next series of videos, we'll get everything in place to start running ads. So the first thing we need to do is create a business manager account. This will be your advertising hub and essentially where all the magic happens. So let's head over to business.facebook.com and click Create an account. You're going to get a popup, and what you need to do is enter your business name and account name, business name, just being your gym name. So I'm going to call this One, two Three Fitness. Enter your name and then enter your business email. And then once you click submit, you may be prompted to fill in a little more information. Just go ahead and fill that out. Click continue. And then once you're signed up, I'll see you in the next video.
Creating Your Advertising Account
All right, so now that we've set up a business manager account, what we need to do now is set up our ad account, so our advertising account within Facebook. So currently you should have a personal ad account, which is not ideal. What we need to do is create a business advertising ad account, essentially, right? So once you're in the business manager, wherever you are at the moment, you want to try to find and navigate to this setting skier icon at the bottom left. Or if you see these top three lines called all tools at the top left somewhere, you can click on that and just click on business settings. So if you go into accounts, ad accounts, this is where you're going to be creating your brand new ad account. So if you don't see any ad accounts here just yet, that's okay. Just click on add, create a new ad account, just name the ad account, and then I believe it's going to ask you for an option.
Actually, I'll show you just real quick. So test 1, 2, 3. You can set the time zone, then your currency, click on next. And then this is going to ask you what this account is going to be used for. If it's going to be for your business or another business or client, just click on my business and click create. And then that is really all that you need to do to set up an ad account, which is very simple. Right now we're going to go into users, people. So let's say that you have people that you want to help run ads on your behalf. If you have maybe an employee or some kind of person that does marketing for you where it's just going to help or assist you in this process of advertising, you can go into your business account settings, go to users, people, click on ad, and you can add Facebook profiles just directly into here. Essentially, you just grab their email address, just ask them for their email address, you paste it in here, and you can give 'em employee access, or you can give them admin access. So totally up to you what you want to do, but if you grab their email, it's going to send them an invite to join your business manager. And then there you go. So you can add as many people as you'd like to your business manager. I hope this helped, and I'll see you in the next video.
Adding Payment Method
All right, so now that we have a business manager account created, the next thing to do is set up a payment method. This way we can start running ads. So wherever you are in your business manager, head to the top left and find these three lines called All tools. Click on that, scroll down and find billing. Click on billing. Once you're inside of billing, find payment settings. So click on payment settings, it's going to load up. And then once you're in this settings tab here, you want to go to Payment methods and click on Add Payment method. And now you just need to enter your payment information, add your card. I believe you can add PayPal credit cards, debit cards, and all kinds of things. So add your preferred payment method and then once that is done, I'll see you in the next video.
Connect Facebook Page
All right, we are now at the final stage of setting up our business manager and ad account. So the last thing we need to do is set up our Facebook page and our Instagram account. So again, heading back to this tool icon at the bottom left where you can find the top three lines at the top left, click on business settings. And then once you're in business settings, scroll down to accounts, click on pages, and then click on add a page. Now you can just type in the name of your business page. The only thing you need to make sure is that you an admin of this Facebook page, so that you are a registered admin of that Facebook page. So if you're signed into the business manager right now, using another account, you're going to want to add this Facebook account to your business page.
But once you are an admin, all you need to do is type in the account, find you our Facebook page, click on add, add page. There shouldn't be any other steps to that process. You should just add directly into your account. And then the last step would be your Instagram account. So just scrolling down, you can find Instagram accounts, click on add, scroll down a little bit, and then connect your Instagram account. Now you will need to know your password to your Instagram account. So you just click on connect your account. It'll bring you to Instagram to sign in. Once you sign in, you're now back in the Business manager with a brand new Instagram and Facebook page connected. So once these are connected, you are good to go and you will be ready to start advertising. So I'll see you guys in the next video.
Building Your Ad Creative
All right. In this video I'm going to show you how to edit our creative templates within Canva. So if you click the link below this video, you'll be taken to our creative template board within Canva. Now, there's no need to create an account. What you can do is just log in with your Gmail and you can use the free version of Canvas. So there's no need to create a premium account. Just click the link, log in with your Gmail account, and you'll be brought to a board very similar to this. So what we have in here, we preloaded one creative template that's proven to work. So this is a very high converting template. I know it's not the most exciting or beautiful looking template or piece of creative in the world, but what you need to understand is that this creative here works extremely well.
It converts at a very high percentage, and these are the templates or pieces of creative that we highly recommend that you run, especially when starting out just to launch them, you'll see the results. And then over time, once you kind of see what works, you can then go ahead and start testing new things. So if we land into this template on this canvas board here, you're going to see that there is one that is pink. So there's a pink color, there's a red color, and there's a blue color. So we're going to edit each one of these. In this video, I'm going to show you how to edit one, and then essentially just how to duplicate the others and kind of rinse and repeat this process. And the reason why we have three different colors here. You can choose different colors of course, but we have a pink, a red and a blue.
They just are proven to work. And what we do here is we create packs like a pink pack. We'll create maybe three ads with red and three ads with blue. Essentially, they're all the same three ads just with different colors. So this way you can test which one converts better in your market. So you can try blue with three different ads in one campaign, you can try three of the same ads with the red and the same thing with pink. So then this way you have three packs of creative, and then each one's going to convert differently depending on the color. And this just allows you to take these, test 'em, and then see which one works best in your market as well as if things fatigue, you can just rotate out different colors throughout the week. That should just help improve your results. So diving into the Canva template, what you want to do at this point of time is just go into maybe your photo library and kind of gather all the best photos that you have of your gym, of action shots, workouts, or you can even go online and find some kind of prebuilt templates.
Now this is one that we had built on Fiverr. So we found this gradient kind of cool color scheme in terms of fitness action shots work really well, as well as just black and white images. So you'd be surprised what works. At this point, I would just either do a photo shoot and get a bunch of really cool action shots of workouts. I would find some images online, or I would go to Fiverr. So we're in a Canvas template. We're going to find our images, we're going to go into uploads, we're going to click upload files. We're going to upload our images, and you're going to take your image. So this will be image one. I'm just going to drop this on the background. What I'm going to do is since it's orientated the other way, I'm just going to click flip horizontal. I'm just going to, let's see.
I'm going to move this to the center, the left. There we go. Boom. So now we got our image, the background. We're going to update the city name. So everything's drag and drop. Just double click things to change text. So city name, you want to put your county or city name here. One very important piece that we do is that we call out the gender that we are targeting. We always split up our campaigns from male to female. Normally we run female campaigns. So if we are running a female campaign, we're going to say ladies wanted, and then we want to insert our offers. Now, you can run any offer that you would like here, just put it into this format, but for us it would be free six week. So you just want to highlight the text to make sure it doesn't change colors.
There we go. Challenge. And there we go. So now we have our first image and our first piece of creative, and this is the pink pack. So we're only going to upload or use three images. I'm going to use this as image one. I'm going to click on duplicate so that everything stays the same except for the background image. So this is our pink pack. So I'm going to go back to this image, remove it, and I'm going to try out this black style piece of creative here. So you want to play around. So we've got a colorful, really simple piece of creative here, or image. This one's more, I guess real you could say. And is dark themed or dark color. Now, dark works really well, as well as just black and white. So if I were to just remove the saturation from this, that has been proven to work as well.
So I'm going to just take this image, I'm going to stretch it to the full screen. Let's go like this, and it seems to be a little weirder. Now let's take this, let's move this to the side once again. And there we go. So now we have add one, add two, pink. I'm going to duplicate one last time and just rinse and repeat the process. So let's grab another image. Now, I didn't add many images here, so I'm just grab this one for example, just to show you that we'd be switching up things. If I were to do another one, we could even try something like this for, it's not even the full background. So there we go. So we got one, two, and three. Now you have your three ads with the pink color scheme. And essentially what you're going to do is you're going to rinse and repeat this process with different colors.
So these are going to be the exact three ads that we're going to be running. And we're just going to split test all the colors. So do this again with red, do it again with blue. And to make this even easier on you, you can just duplicate this. Click on this color, click on the color here, and we can change that to red. Just highlight, click on red. Highlight, click on red. And again, just rinse, repeat. Do this until you have three, three, and three. All be in the exact same three ads just with different colors. That is it. So this is how you edit your creative within Canva. I just want to repeat that. We highly recommend that you follow this as close as you can, as possible as this creative is very, very, very proven to work. If I were you, I would just follow this tutorial. I would grab some images, very similar, maybe one very similar to this one, a workout one, a black and white one, and then maybe just play around with a cool photo that you took from your gym. I would put in your offer. Boom, done. Export these, and that'd be it. Once you've successfully created your creative, you exported these into three packs of three. Let's move on to the next video where we're going to edit your copy. So we're going to go into the copy next, and I'll see you in that video.
Creating your Ad Copy
All right, so now that we have our ad creative built, we're going to move into the copy as well as the headline. So your copy is just marketing terms for the primary text above your ad. Now, when you're running an ad, they're only going to see the first three sentences of your primary text. So this is going to be the most important aspect of your copy and where you're going to want to spend the most amount of your time optimizing. So a lot of the time in advertising or marketing in general, as we're running ad campaigns, you can have one piece of copy or primary text that converts really well, and you can keep essentially the entire copy, the exact same and switch out only this part of the copy, which is your hook. And you can see dramatically different results every time. So I just want to put emphasis that this is the most important part of your copy.
So you're going to see your primary text, they're going to see that piece of ad creative that we just created, and then you're going to see your offer, which again is your second most important part. So I just wanted to break that down. So if you click the link below this video, you get brought into our add copy template. So let's move into it right here. Now it's very simple and this is proven to work, so I wouldn't change much. I would just fill in the blanks, add your offer, add your benefits, your features, and you should be good to go at copy template. This is your hook. We're looking for numbers, so scarcity. So we're looking for X number of local ladies or men or guys who are looking to dramatically transform their health and fitness with our epic offer. For us, it's we're looking for 16 local ladies who are looking to dramatically transform their health and fitness with our eight week or six week or free six week challenge.
Here's the deal. So we can take on 16 new clients to partake in our Epic offer. This is not a cardio plan or fad diet. So we're just addressing concerns in their mind. With marketing, we want to enter the conversation that they're having in their mind. So we're targeting local ladies who want to lose weight or get in shape. Maybe they want to join a gym and they don't want to do it on their own, but at this point, they've seen so many offers before in the past. So we want to address a few concerns just kind of out the gate. So we're going to hit them with their hook and this out the gate. You get them extremely interested within what we have to offer. If it's a right fit and they're scrolling down, we're going to hit them with, this is not a cardio plan or fat diet.
So they understand this isn't a quick fix, but in number of days you'll be amazed with the results. So depending on how long your program is or how long you think it would take a person to get the results that you're offering. Now we're going to call out our dream client. So if you're a highly motivated individual, get started now to see what you can accomplish. And then this is what you get. So you're going to get feature benefit, feature benefit. Now, when I say feature benefit in this template, we want to mix the two. So if I were to go back into our copy and just click on see more, you'll see fat burning, body toning, fitness kickboxing classes. This is just another way to wrapping it. But instead of just saying you're going to get fitness kickboxing classes, we wrapped at the feature.
The feature is fitness kickboxing classes with the benefit. So you're going to get fat burning, body toning, fitness kickboxing classes. You're going to get a personalized simple meal plan, personal accountability. So this is just inspiration, but essentially you're just going to insert your offer here. So what you get is 1, 2, 3, and much, much more. Plus insert bonus. Now this could be a $10 Starbucks gift card. It could be a water bottle, it could be a body fat scan. It could be anything that you can offer on top of your stack. So for us, it's in this example here, we're offering finished kickboxing classes. As a bonus, they're going to get a free set of gloves that they can use. So it's just going to make the transition to starting a lot easier. And now moving on to the next part is this is for motivated people only.
Again, we're calling out our dream clients. We are qualifying the people that are going to click this link, and we're going to assume that they are motivated. And just putting this in the copy is going to pre-frame their mind that they are motivated. So this is for motivated people only. If you have gotten to this point where enough is enough, we want to help. If you're still reading this, you are the people we want. So it just reconfirms that this program is for them. They are the people that we want. Click learn more and let's get started. So that is the entire copy template in a nutshell. So go ahead, insert your offer. And then moving on to the headline is strictly just your offer. There's no words, no selling really involved in your headline. So for us, we would just put six week transformation, or we would put six week challenge, free six week challenge.
You can do a 12 week slim down. You can get a very creative with your headline in your offer and the way you wrap it. But your headline is essentially just your offer. And we found that putting these emojis, so we've tested a lot of emojis. We've even tested hearts. Hearts also work well, but we found that just this fire and this flex emoji represents fitness fire, which is kind of fun. So we put six week transformation wrapped between a fire emoji and a flex emoji. But again, you can play around with this. You can put hearts or you can put all kinds of other emojis just to test. But for your first ad and your first setup, I would recommend just using our exact creative template, our exact copy, just plug and play your offer here, and then your headline, just keep the flex in the fire emoji. And that should be it. So go into the copy template, plug it all in, create your offer, and then we'll be ready to move into your landing page or where are, we're going to send these people after the opt-in. So I'll see you in that video.
Building Ad Campaigns
All right, welcome to your first week of Lead Generation. In this video, we're going to set up your first gym growth campaign. I'm going to be showing you the exact step-by-step campaign structure, the copy, the creative, everything that we're using right now to get some crazy results for our clients. So you can see the results here, 1 35, 972 leads at $12, 484 at $9. And I'm showing you this so that you know that these campaigns work, and I hope that you follow and set these up exactly how I show you today. So diving into it, let's go to our ads manager. This is business.facebook.com/ads manager. That's it. It should bring you to a page very similar to this. Now, once you're here, just click on the big green create button, click this, click on leads, and then click continue. Now I want to just walk you through the exact campaign structure.
So just follow along and then fill in the data that you see here. So the way that we name it is date lead Gen being the objective. Essentially what happens is your ad is shown to people on Facebook. Once they click Learn more, it prompts an on Facebook lead form where they can opt in. So that's why we're using lead generation. So we call it the date and the objective CBO is going to be this setting here. I'll explain this in a second, CBO and then is insert your offer. This is strictly for organization reasons and just knowing what you're running. So you can really name this whatever you want. It's not important and it does not affect the way your ads run. So enter your campaign name, scroll down, turn on Advantage campaign. Plus, essentially what this is going to do once we have our three ads created, Facebook is going to run these three ads.
It's going to find out which one is performing the best, and it's going to deploy most of your ad spend to that piece of creative, and it's going to reduce ad spend for the rest. So turn on Advantage campaign budget plus enter your daily budget. Now we recommend 25 to $50 per day, 50 being highly recommended. And if you can do more, I would. But since you're just starting out, I would probably prefer that you stick with maybe 25 to $50 per day just so you can test if your offer and your creative and everything is working. And then once it's working, you can scale up from there. Once you have added in your daily budget, we'll now move into the ad set level. So campaign, the hierarchy here is your campaign level. This is like the overview of your campaign. It has a few settings in it, and then your ad set level is really where all the settings and magic happens of your ads.
This is all the years and nuts and bolts of your campaign. So click on your ad set level. The way we name it is Pure Cold Women, which sounds kind funny, but pure cold, meaning it just a cold audience. So we're not targeting any warm contacts or people who've opted in. This is just purely a cold audience. We're targeting women 21 to 57 years old. We're targeting seven mile radius, and we're going to be using mobile Facebook and Instagram placements. So that's how we name it. Again, you can name it however you would like. Click instant forms, go to Facebook page. Now this should be automatically selected for you because you should at this point only have one Facebook page, but if not, make sure that you have the correct Facebook page selected. Moving down to your budget and schedule. Now, depending on the day, I recommend scheduling this out for the next day at around 4:00 AM.
For example, if you were to launch your campaigns today and it was maybe 4:00 PM, it's going to try to spend your entire budget before the day ends, which means you're essentially spending your entire budget at not the most optimized or optimal time. So schedule this out for tomorrow at 4:00 AM. That way you get the entire day and then Facebook is going to spend at more optimal times for you. And this is just going to let your results go a little further. Now, setting up our audience. So I'm just going to go ahead and click create a new audience. Now, location, you're just essentially going to paste your address here. So depending on your area, you can pick a seven to 10 mile radius. Normally we do seven, but depending on how many people are within that seven mile radius, you're going to want to expand that.
So for right now, I'm just going to type in a seven mile radius. Above here is locations. Make sure that you do have selected people living in this location. If you have people living or recently in this location, it could be people traveling, people who just drove by. And it's not going to be people who actually live in this area. So you want to make sure there's people living within this location. So we select that. Ages, ages. Lemme just double check. Make sure I got this right. 21 to 57. Now, gender, normally what we do is we split up our campaigns between targeting male and females. So we do this specifically this way that you're only targeting females for possibly a week to four weeks. Once that fatigues, you can then switch to male, and that way you get fresh audiences every single time. So we're going to do 2157 genders for this campaign.
I'm going to select women, and that is everything that goes into your audience and targeting. We don't do any detail targeting or pick interests. That's going to hurt your campaign more than help. Facebook is extremely smart, and as you start running ads, it's going to learn the best people to show it to within your area. This works best for local advertisers. If you were running global, you would want to at least define who your dream customer is. But for local advertising, this is perfect. So select women. Scrolling down, you want to select manual placements and you want to exclude everything except for Instagram stories, Facebook stories, and Facebook feeds and Instagram feeds. So these are the only placements we'll be using. The rest are just going to waste or burn your money. The select those, scroll 'em down, and that is everything that we need to do to set up our ad set.
So now we are almost done creating our ads. So you should have one ad here. It would be unnamed or called add one. So click on that, name it creative one, or however you want to name it. Scrolling down, we're going to add our creative template into here. So you can see that we're using the exact creative templates that we have given you today. So paste in your, or just import your ad creative, add your image. Scrolling down. Take that ad copy template that we have created, paste it directly into the primary text section. Then you have your headline. Again, you should have this creative. So just paste that into the headline section and then your call to action will be learn more. And the next step or the next video, we're going to have to create our lead form. So we won't do that right now, but now that we have our first ad created, this is really all you need to do to an ad.
So now we have one ad. Now what you want to do is click on your first ad, click these three dots, click quickly, duplicate or duplicate and duplicate this two times that you have three ads. And then go into ad two, just name it, creative two, switch out the image once more, go to creative three, switch out the image once again. So now that you have the re adss, you're just using three different images, but the copy, the headline, everything stays the same. You don't want anything to be changed or different. You never want to play around with switching out the copy in one ad and having different copy In this one, especially within one campaign, if you do want to play around with different text and copies within ads, I recommend that you just click on your ad set. You quickly duplicate that, and then you can have one ad set with three ads using one piece of copy, one headline, and then you duplicate that and you have another ad set with another three ads.
But if you were to do that, you would then have six ads running as well as you're going to need to increase your budget. So right now, creative one, creative two, creative three, you're going to have three ads. They're exactly the same. All we're doing is switching out the images, and this is exactly what we do to get our clients results. So I hope that you follow this exactly as I've shown you today. And now in the next video, I'm going to show you how to set up your lead form, which is how we capture leads on Facebook. Once that is done, we are 100% finished setting up our campaigns and we will be ready to launch. So I'll see you in that video.
Building Your "Lead Form"
All right, moving on to the final stage of setting up our gym growth campaigns. This will be our lead form, which is the on Facebook lead form where we collect our leads contact information. So going into our campaign, moving down to our first ad, just select any ad and then scroll down to the very bottom. Click create form, and I'm just going to show you exactly what this looks like filled in. And then just go ahead and fill this info in as we're going through it. So form, name, name your form. This is just for organization purposes. So again, the form name does not affect how your form performs. Moving down form type, more volume. Going into the intro, just like use the image from your ad. I don't recommend uploading an image of your own. Usually it converts better when they see the same image that they clicked on.
Going down to the greeting, the greeting will always be your offer, so no need to get fancy here with the headline, we're just going to put a week transformation or whatever your offer is. So insert your offer there. And then for the description, paste in the template. So all this information will be below within a lead form document, so you can just kind of go in there, copy stuff, and paste it within your lead form. So the description, paste this in here, and you can just say, claim your offer spot below. Get the X, Y, Z, whatever you're offering. Questions, we're going to keep this very simple. We're just asking for their first name, last name, email, and phone number description is please review your info before submitting. And now the really cool thing about lead forms is that all this information will auto fill.
Now, that's also could be an issue at sometimes using on Facebook lead forms. People change their emails all the time, so emails not a hundred percent will be accurate. But the most important information you're getting here is the phone number, which rarely changes based on the description. Please review your info before submitting. We're going in for the first name, last name, email, and if this isn't filled in already, you can add new categories by clicking. Add category, contact fields, email, and that'll add it to your form. And then you can just kind of drag around to the order of name, email, phone number. Okay, perfect. Moving on to your privacy policy. Now believe we may have a privacy policy link that we can give you. If not, what I recommend is just going to your Facebook page and pacing that link here has always worked for ourselves.
So you can just go to your Facebook page, paste that in, and then link text privacy, or you can use the privacy policy below if there is one. Now you don't need to worry about a custom disclaimer. Now the final step of the leave form is the thank you page. So now they've opted in and they've given you your contact information. So this is what they're going to see after. So what we're going to do is say, almost done last step. Now your info has been received. The next step is to schedule your challenge orientation with one of our awesome coaches. So this is where you're now going to direct them to the next step of the process. Whether this is booking a free class or an in-person orientation or whatever that may be, this is where you prompt them to do so. So they're not finished opting in.
They have not claimed their offer yet. They need to do this last thing, which is going to drive them into your gym. So almost done. We need you to do X, Y, z. Call to action will be View website, or you could have them call your business, but it's not recommended call to action. We always recommend just doing View website. Now the link is going to be to your calendar or your scheduling page. So if you've registered a domain already and you have a website that has or host a calendar, I would send them directly to that page, or you can send them directly to a free class or orientation schedule. If you already have one online, just grab that link, paste it here, and then the call to action text is yes, let's get started. And that is the lead form in a nutshell.
So that's all you need to get a lead form set up. Now the final step to this, I would say, is where these leads go. So if you're not familiar with Zapier or Automations, I'll create a video that will show you step-by-step, just how to zap leads into a spreadsheet or into A CRM if you have one. Regardless at the current state we are now, as people opt in or start opting into your campaigns, you'll be able to download the leads just here on Facebook, but it's not very efficient. You're not going to get notified when new leads come in. So in the next video, I'm going to show you how to zap these people into a spreadsheet or a CRM, and we will be ready to start launching campaigns. So I'll see you guys in the next video. I.
Ad Build Recap
Okay, so I thought I'd make a quick recap outlining the ad creation process. And I even made an ad launch checklist. So you can find below this video just so you have a very clear step-by-step path when you're launching your ads. So just to make sure we have everything set up correctly, let's dive into the Ads Manager. So just real quick, you're going to create your ad. The objective, it's going to be lead generation inside your campaign. You want to make sure that your ad objective is lead generation. You have Advantage campaign budget plus turned on your daily budget set between 25 to $50 per day on your ad set. Make sure it's instant forms. Your Facebook page is connected. Budget and schedule. Make sure that you schedule your campaigns to go live the day after around 4:00 AM. Audience, location, people living in this location, your address or location will be your gym address in between a seven to 10 mile radius, age 21 to 57.
Gender men or women, depending on which this campaign is targeted towards. Moving down to placements, we want Facebook feeds, Instagram feeds, Instagram stories, and Facebook stories and nothing else. And I believe that is it for the asset. Moving into the ad part of things, add one well, you're going to have three ads, so make sure that you have three ads, but they're all going to be the same. Add one, you have your Facebook page and your Instagram account connected. You have your three different pieces of creative in each campaign. So you have three ads each with a different piece of creative. So each one should be different, but deco and everything should stay the same. So last piece is just to double check your primary text. Make sure that there are no spelling errors or mistakes and everything looks good. Your headline is set up correctly. Call to action is learn more, and you have your instant form connected and it's ready to go. So once you have all these in place, you are ready to launch your ad campaigns. That's it. I just want to make a quick recap. Hope this helped and I'll see you guys in the next video.
Integrating Facebook
Alrighty guys, so this is going to be how to reintegrate or integrate your Facebook and Instagram ads into Go high level. So while you are in go high level here, we're going to want to go ahead and go down to settings here on the left hand side. And from there there is an integrations tab from this integrations tab. Once this wants to load for me, it may look something like this already. So we have the sweat shag here and it looks all connected. If this is the case, we can definitely leave it connected in here. If not, we are going to want to go ahead and connect it, watch out for that. Cause sometimes it'll move on you. So we're going to reconnect this completely. So if it is connected, we're going to go ahead and connect and always want to refresh after everything. For some reason.
Go high level. It does a very bad job of refreshing automatically, so if stuff doesn't look like it's going through refresh and a lot of times it'll pop up on the go high level itself. Sweet. So once we get there, it's going to look something very similar to this right here. We're going to want to just go ahead and press Reconnect or connect. It's going to pull up a new screen right here and it's more than likely going to ask you if you want to connect to your Facebook page. So once this loads we should see something either that looks like this if you've already connected it. If not, it'll go to your Facebook page and you just want to go ahead and press connect and then it'll start loading like this. Sometimes it will load on this page right here if it does not give it 20 seconds or so.
If it doesn't load, exit out right here. And then it should start looking like this right here. We're going to want to go ahead and select a Facebook page because the page is actually where the Facebook and Instagram leads come from, not the ad account itself. So from there we're going to go ahead and hold on tight and let this load. Once it loads, it's going to look something like this. You guys are going to have a lot less dropdowns than I am right here, but we are going to want to go ahead and find the account. Your guys' Facebook page. So the one that we're working on here is called the Sweat Shack, so I'm going to go down to T and find the Sweat Shack and then we're going to want to go ahead and connect to Facebook and Instagram. Once it connects, you'll see your page is going to be popped up right here.
Remember, this is how the leads get into go high level. You're also going to want to go ahead and select your ad account because this is how these stats will get into go high level. So very similar process here. You're probably only going to have one, maybe a couple ad accounts there, depending on how many you've created. We're going to want to go ahead and go down to find the Sweat Shack, and this is just a Sweat Shack one account in here and now it is fully connected. Next thing we're going to want to do, just to make sure just that everything's hooked up correctly and synced back in Facebook form field mapping up here at the top, and we're just going to want to go ahead and make sure that we have fields mapped out in here. Just for fun. I'm going to map this one out for us right here so you guys can see what it looks like. You guys are just going on to make sure that these match up right here and then going to save it. I'm not actually going to map this one out, but once it saves, it'll look something very similar to this and you should be reconnected to go high level. If you guys had any other questions, please let us know.