Filmtime Digital Welcome Pack
Welcome to Filmtime Digital!
We’re thrilled to have you on board and look forward to working together to achieve your digital marketing goals. This welcome pack contains all the information you need to get started with your ad campaigns. Each section outlines important steps and what to expect along the way.
Your Client Portal
We want to get you up and running as soon as possible, and we’ve carefully selected the best tools to help us achieve that. Effective communication and efficient file management are essential for our collaboration. By using these tools correctly, we can ensure that everything else works effortlessly, setting a strong foundation for our project’s success.
Communication and Collaboration Tools
To ensure smooth communication and collaboration, we’ll be using Slack for all communications and Google Drive for file management. These platforms help us stay organised and make it easy for you to work with us. Here’s a quick guide to get you started:
1. Accessing Your Communication Platform
You will receive an email invitation to join our Slack workspace. Click the link in the invitation to create your account and get started. Once logged in, you’ll see a chat location where you can communicate directly with our team.
2. Communication on Slack
Use the chat location for all project communications. This ensures all conversations are in one place, making it easier to keep track of discussions and updates. You can send messages just like you would with any messaging app.
3. Accessing Your File Management System
You will also receive an invitation to access a shared Google Drive folder. Click the link in the invitation to access the folder and get started.
4. File Sharing on Google Drive
This is where all project-related documents and files will be stored. You can upload, review, and download important files here. It’s a centralised place for everything you need.
5. Getting Help
If you need help navigating Slack or Google Drive, don’t worry! We’re here to support you every step of the way. Feel free to reach out to your project manager or contact our support team with any questions.
We’re excited to work with you and look forward to achieving great results together!
SETTING YOU UP FOR SUCCESS
Step 1: Account Setup
To begin, please ensure that all necessary accounts are set up and configured correctly.
- Meta Business Manager Account: If you haven’t already, please create and set up a Meta Business Manager account. This platform will be the central hub for managing your Meta (Facebook and Instagram) ad campaigns, assets, and permissions. Meta Business Manager setup guide.
Step 2: Access and Permissions
For us to effectively manage your ad campaigns, we need access to certain assets in your Meta Business Manager account.
Here’s how to add us as a partner:
- Log in to Meta Business Manager and go to “Business Settings.”
- In the left-hand menu, select “Partners.”
- Click “Add” and enter our Business Manager ID: 2118419088211934.
- Assign the following assets and roles:
- Ad Account: Admin access for managing campaigns and billing. This allows us to set up and optimise your ad campaigns and manage the budget effectively.
- Facebook Page: Editor access for posting and managing ads. This enables us to create and manage posts and ads on your Facebook page.
- Instagram Account: Admin access for posting and managing ads. This ensures we can integrate your Instagram profile with your ad campaigns.
- Pixel: Admin access for tracking and custom conversions. The Meta Pixel is crucial for tracking user interactions on your website and optimising ads based on real user behaviour.
- Catalogue: Admin access if applicable for dynamic ads. If you have an e-commerce store, product catalogues are used to create dynamic ads that showcase your products.
Ensuring we have the correct access levels is vital for us to manage and optimise your campaigns effectively.
NB: To set up your advanced settings for Meta, Google, TikTok, Snapchat, Pinterest, Shopify and other platforms, click here for step by step guidance.
Step 3: Branding and Creative Assets
To create the best possible ads for your brand, we need a few creative assets and guidelines from you (if you have them). We’ve selected Google Drive as our tool for file sharing because it ensures everything is organised and accessible in one centralised location. This will help us get you up and running quickly and ensure that all our marketing materials and messages are consistent with your brand’s look and feel.
File Sharing with Google Drive
To ensure smooth file sharing and management, we’ll be using Google Drive. This platform helps us stay organised and makes it easy for you to share the necessary assets with us. Here’s a quick guide to get you started:
1. Accessing Your File Management System
You will receive an invitation to access a shared Google Drive folder. Click the link in the invitation to access the folder and get started. This folder will be our centralised location for all project-related documents and files.
2. Uploading Your Assets
Please upload the following assets into the shared Google Drive folder so that we can access them from one centralised location:
- Branding Guidelines: Could you please share a copy of your branding guidelines? This should include fonts, colours, and any design preferences.
- Logos and Images: We’ll need high-resolution versions of your logos and any marketing images you’d like us to use.
- Video Assets: If you have any existing video content that can be used for ads, please share those files with us.
- Design Templates: If you have any specific design templates or creative assets that you’ve used previously, we’d love to have those as well.
3. Navigating Google Drive
Google Drive is very user-friendly. You can upload files by dragging and dropping them into the shared folder. You can also create subfolders to keep everything organised. If you’re unfamiliar with Google Drive, here’s a guide to help you get started.
4. Communication and Updates
After you’ve uploaded your files, please let us know by sending a message in Slack. This ensures we’re promptly notified and can review your materials. You’ll receive an email invitation to join our Slack workspace, where you can communicate directly with our team.
Getting Help
If you need help navigating Google Drive or Slack, don’t worry! We’re here to support you every step of the way. Feel free to reach out to your project manager or contact our support team with any questions.
Providing these assets will help us create visually appealing and on-brand ads that resonate with your audience. We’re excited to start working on your campaigns and help your brand shine.
Step 4: Audience and Targeting
Defining your target audience is crucial for the success of your ad campaigns. Here’s what we need:
- Customer List: Please provide a CSV file of your customer list, you only need to provide a list with email addresses. This helps us build lookalike audiences on Meta, which can target users similar to your existing customers.
- Ideal Customer Profile: We have a detailed questionnaire that helps us understand your ideal customer. This includes demographics (age, gender, location), interests (hobbies, preferences), and behaviours (online shopping habits, engagement with ads). By understanding your ideal customer, we can tailor your ads to reach the right people. Please complete it if you haven’t already. You can find a link to it here: https://www.filmtime.com.au/avatar/
- Competitor Analysis: Provide a list of your key competitors. Knowing who your competitors are and how they position themselves helps us refine our targeting strategies and differentiate your brand in the market.
Sharing this information allows us to create highly targeted and effective ad campaigns that reach the right audience.
Step 5: Website and Tracking
To track performance accurately, please follow these steps:
- Meta Pixel Installation: Ensure the Meta Pixel is installed on your website. This small piece of code tracks user interactions on your site, such as visits, purchases, and sign-ups. Proper installation is crucial for measuring the effectiveness of your ads. Installation instructions.
- Conversion Tracking: Define what constitutes a successful conversion for your business. This could be a purchase, a sign-up, a lead, or any other action that is valuable to you. We will set up custom conversions in Meta Events Manager to track these actions accurately.
- Google Tag Manager: If you’re using Google Tag Manager, integrating the Meta Pixel can make management easier. This allows you to manage all your tags in one place and simplifies the process of updating and tracking tags. Adding us to Google Tag Manager also ensures we can make necessary updates quickly.
Click to view Integration instructions.
Click to view how to Grant access to Google Tag Manager.
Proper tracking ensures we can measure the success of your campaigns and make data-driven decisions to optimise performance.
Step 6: Ad Account Audit and Setup
Before launching your campaigns, we will:
- Ad Account Audit: Conduct a comprehensive audit of your ad account to identify any potential issues or areas for improvement. This includes reviewing campaign structures, targeting settings, ad creatives, and more. An audit ensures that your account is in optimal condition for launching new campaigns.
- Verify Payment Information: Please ensure your payment information is up to date in your ad account. Accurate billing information is essential to prevent any disruptions in your ad campaigns. Verify payment information.
Ensuring your ad account is properly audited and set up helps us start your campaigns on a strong foundation.
Step 7: Content Creation
Here’s what to expect during content creation:
- Ad Copy and Creative Brief: We will draft initial ad copy and a creative brief based on your goals and branding guidelines. This includes headlines, primary text, and descriptions. Once the draft is ready, we’ll share it with you for your feedback and approval. Your input is crucial to ensure the content reflects your brand’s voice and messaging.
- Image Provision: It’s essential that you provide the images for your campaigns. High-quality, relevant images significantly impact the effectiveness of ads. If you need assistance with image creation or design services, we can provide these for an additional fee. However, the initial responsibility for providing images lies with you. Providing the necessary images will help us create visually appealing and effective ads.
- Content Calendar: Please share any specific content calendars, key dates, and important events with us. This will help us align our ad campaigns with your overall marketing strategy. Having this information ensures we can schedule your campaigns effectively and make the most of key moments for your business.
- Approval Workflow: To make the process smooth and efficient, we have a clear approval workflow. This means you’ll have the opportunity to review and provide feedback on all content before it goes live. Rest assured, nothing will be published without your approval. We want to ensure you’re fully satisfied with the content and strategy. If you delay the approval process your campaign launch date will be delayed.
We’re excited to collaborate with you on this and create ads that drive great results.
Step 8: Campaign Launch
When your campaign goes live, here’s what will happen:
- Launch: We will launch the approved ad campaigns across the specified platforms. Your ads will begin reaching your target audience shortly after.
- Initial Monitoring: During the first week, we will closely monitor the performance of your campaigns. This initial period is crucial for gathering data and ensuring that everything is running smoothly. We’ll be checking key metrics such as impressions, clicks, and conversions to ensure your ads are performing as expected.
- Correcting Issues: If any anomalies or issues arise, we will be immediately notified, allowing us to take swift action to rectify them.
- Ongoing Adjustments: Based on the initial performance data, we may make necessary adjustments to optimise your campaign. This could include tweaking targeting settings, adjusting bids, or refining ad creatives to improve results. Our goal is to ensure your campaign is delivering the best possible performance and achieving your marketing objectives.
By staying proactive and closely monitoring your campaign, we aim to deliver the best possible outcomes for your business.
Step 9: Reporting and Optimisation
Once your campaign is live, here’s what you can expect in terms of reporting and optimisation:
- Regular Reporting: We will provide you with detailed reports on a regular basis each month, depending on your preference. These reports will include key metrics such as impressions, clicks, conversions, and overall performance. You’ll receive insights into how your ads are performing and any trends we’re observing. This will help you stay informed about the progress and effectiveness of your campaign.
- Performance Analysis: We’ll conduct in-depth analyses of the campaign’s performance to identify what’s working well and where there might be opportunities for improvement. This analysis will help us understand audience behaviour, ad engagement, and conversion rates, allowing us to make data-driven decisions.
- Optimisation Strategy: Based on the performance data, we will continuously optimise your campaign to ensure it’s achieving the best possible results. This may involve adjusting targeting settings, tweaking ad creatives, refining bids, or reallocating budget. Our goal is to maximise your return on investment by enhancing the effectiveness of your ads and ensuring they reach the right audience.
- Communication and Feedback: We’ll maintain open lines of communication with you throughout the campaign. Regular check-ins and updates will be scheduled to discuss performance, insights, and any recommended adjustments. Your feedback is essential to this process. We encourage you to share your thoughts and any specific goals or changes you’d like to see.
By staying proactive and closely monitoring your campaign, we aim to deliver the best possible outcomes for your business.
Step 10: Ongoing Communication
Maintaining open and regular communication is essential to ensure everything runs smoothly and we achieve the best results. Here’s what you can expect in terms of ongoing communication and support:
- Regular Check-ins: We will schedule regular check-in calls to discuss your campaign’s performance, gather your feedback, and share any new updates. These sessions are an excellent opportunity to review progress, address any questions, and ensure we are aligned with your goals. During these calls, we’ll go over key metrics, discuss any necessary adjustments, and talk about upcoming strategies to keep your campaign on track.
- Dedicated Support: Your satisfaction and success are our top priorities. To provide you with the best possible support, you’ll have direct access to your account manager through your client portal for any questions or assistance you may need. For urgent queries or immediate support, we offer a dedicated support channel through your client portal. This ensures you can reach us quickly and get the help you need without delay.
- Ongoing Communication: We’ll maintain open lines of communication with you throughout the campaign. Whether you have a quick question, need clarification on a report, or want to discuss a new idea, feel free to reach out at any time. Our goal is to make sure you feel supported and informed at every step. Your feedback is invaluable in helping us refine our strategies and deliver the best results for your business.
By keeping in close contact and providing dedicated support, we aim to ensure a smooth and successful campaign experience for you.
Technical Document
To set up your advanced settings for Meta, Google, TikTok, Snapchat, Pinterest, Shopify and other platforms, click here for step by step guidance.
Contact Information
If you have any questions or need assistance at any point, please contact:
Email: info@filmtime.com.au