The Facebook template lets you configure CRM campaigns on Facebook, Instagram, and Facebook partner networks directly from Engage+. To know the implementation of the Facebook template(creative) in a campaign, see Create a Facebook Campaign.

The following are the article topics.

Prerequisite

  • To enable the Facebook Ad template option on Engage+(org level), integrate the Facebook Ad account with details - Ad account ID, Ad account name, FB page ID, and FB page name. For details, see Facebook Integration.

Create a Facebook template

To create a new Facebook template, follow these steps.

  1. On the Engage+ home page, Click Creatives.
  2. Navigate to the Facebook tab and click Create New.
  3. In Create Name, enter the name of the template.
  4. In Facebook page, choose the org or org unit for which you want to create the template.
  5. In How you would like your ad to look, select the type of template and click Continue.
    1. Select Single image or video - To create an image or video ad. template
    2. Select Carousel to showcase two or more images, videos in a single ad. as slideshows. Each image/video can have its own external link.
  6. See the respective section below for step-by-step instructions on how to create each template. 

Create a single image or video based template

To create a single image or video template, follow these steps.

  1. To upload an image, select Image to browse and upload an image from your computer or gallery.
    [or]
    To upload a video, select Video to browse and upload a video from your computer or gallery.
  2. In Primary text, enter the message that you want to appear with an image or video.
  3. In the Link headline, enter the headline for the website link.
  4. In the Link description, enter the description for the website link.
  5. In the Website link, enter the URL of the org or org unit (brand) website.
  6. In Call to action, select the action button that you want to insert in the template. This will redirect you to the website link (URL) of the org or org unit (brand).
  7. In Preview based on ad placement, choose your preferred preview option from the list and click Generate preview.
  8. Click Done.

To create a carousel template, follow these steps.

  1. In Primary text, enter the message that you want to appear with an image or video.
  2. In Call to action, select the action button that you want to insert in the ad. This will redirect you to the website link(URL) of the org or org unit (brand).
  3. Click Add card to add the number of images or videos you want to insert to create a carousel template. On a single ad, you can use a combination of images and videos. Click the delete icon to remove a card from an ad. You can create a maximum of 10 cards on a carousel template.
    1. To upload an image, select Image to browse and upload an image from your computer or gallery.
      [or]
      To upload a video, select Video to browse and upload a video from your computer or gallery.
    2. In the Website link, enter the URL of the org or org unit (brand) website.
    3. In the Link headline, enter the headline for the website link.
    4. In the Link description, enter the description for the website link.
  4. In Preview based on ad placement, choose your preferred preview option from the list and click Generate preview. After adding or removing content to the ad, click the Refresh Preview button to refresh and view the updated content.
  5. Click Done.