Guide to Using Facebook Ads on GTG CRM

1. Connect Facebook Ads Account

Step 1: Access Account Settings

From the GTG CRM main interface, select Campaigns and then click on Account Settings to connect your ad account.

Account Settings

Step 2: Click Connect Account

Click the Connect Account button.

Step 3: Select Facebook Platform

Choose the Facebook platform to connect.

Select Platform

Step 4: Select Ad Account

The system will display a list of ad accounts you manage:

  • 1. Select the ad account you want to connect

  • 2. Click Connect Account

Select Ad Account

Step 5: Confirm Successful Connection

You will see a success message indicating the account has been connected.

Connection Successful

2. Create New Campaign

Step 1: Click "Create Campaign"

From the main screen, click the Create Campaign button.

Create Campaign

Step 2: Select Advertising Platform

Choose Facebook and click Continue.

Step 3: Select Campaign Objective

GTG CRM supports 4 main objectives:

Objective Description Suitable For
Engagement Increase post engagement Brand awareness, Community
Traffic Increase website clicks Blog, Landing page
Leads Collect sign-up forms B2B, Consulting Services
Sales Increase sales E-commerce

Campaign Objective

3. Campaign Settings

Step 1: Name Your Campaign

Give it a memorable name for easy management and future searching.

Campaign Name

Step 2: Select Budget Level

There are 2 options:

  • Campaign Budget (CBO): Facebook automatically allocates budget among ad sets
  • Ad Set Budget: You control the budget for each ad set

Budget Type

Step 3: Choose Budget Type

  • Daily Budget: Limit daily spending (Recommended)
  • Lifetime Budget: Total budget for the entire campaign

Step 4: Enter Budget Amount

E.g., 200,000 VND/day

Budget Amount

Step 5: Select Bid Strategy

There are 3 main strategies:

Strategy Description When to Use
Highest Value Facebook optimizes automatically New to advertising
Cost Cap Set a desired CPA With historical data
Bid Cap Set a bid cap Strict cost control

Bid Strategy

4. Ad Set Setup

Step 1: Name Your Ad Set

Name it to differentiate between ad sets. Naming correctly from the start helps avoid confusion, saves operational time, and supports effective ad scaling.

Ad Set Name

Step 2: Select Conversion Location

There are 2 main conversion locations:

Website Conversion:

  • Conversions happen on the website
  • Requires Facebook Pixel installation
  • Suitable for: E-commerce, lead forms on websites

Messenger Conversion:

  • Conversions via messages
  • Suitable for: Consultations, customer service, sales chat

Conversion Location

Step 3: Select Pixel (if Website Conversion)

Choose the Pixel installed on your website.

Pixel Setup

Step 4: Select Conversion Event

E.g., Contact, Purchase, Register...

The Facebook Ads feature of GTG CRM will automatically learn and deliver ads to people most likely to perform that specific action, based on behavioral data, interaction history, and signals within the Facebook ecosystem.

Step 5: Set Cost Goal (Optional)

This step allows you to set your desired cost per result (e.g., cost per lead, per registration, per order). This is optional and should only be used when you have reliable data from previous campaigns.

When you enter a target cost, Facebook will try to deliver ads to get the most results within that cost range, rather than just maximizing the number of conversions.

Cost Goal

Step 6: Set Schedule

  • Start Date: Choose the start date for running ads
  • End Date: Choose the campaign end date

Schedule

5. Audience Targeting Setup

Method 1: Audience AI (Recommended for beginners)

Let Facebook AI find suitable audiences based on machine learning.

AI Audience

Method 2: Create Custom Audience

Step 1: Select "Initial Audience"

Click this option to build your audience manually.

Audience Targeting

Step 2: Set Geographic Location

  • Select country: Vietnam
  • Can target specific provinces/cities

Step 3: Set Age Range

Choose an age range suitable for your product/service. E.g., 25-55 years old.

Step 4: Set Gender

  • Male
  • Female
  • All

Location and Age

Step 5: Set Language

  • Vietnamese
  • English
  • Or any language suitable for your target audience

Step 6: Detailed Targeting

Select relevant interests, behaviors, and demographics:

Example:

  • Beauty industry: Beauty care, Spa, Cosmetics
  • F&B industry: Restaurants, Cuisine, Food delivery
  • Technology industry: Startups, Entrepreneurs, SMEs

Detailed Targeting

Interest Targeting

Click Continue to proceed to ad creation.

6. Create Ad

Step 1: Name Your Ad

Name it to differentiate between ads within the same ad set.

Ad Name

Step 2: Select Facebook Page

Choose the Fanpage you want to advertise with.

Select Page

Step 3: Select Post Type

There are 2 options:

Option 1: Use Existing Post

  • Select a post already on your Fanpage
  • Leverage social proof (likes, comments, shares)
  • Fast and simple

Post Options

How to:

  1. Click Use Existing Post
  2. Select the post from the list
  3. Preview and confirm

Existing Post

Option 2: Create New Ad

  • Create entirely new content
  • Customize images, videos, text
  • More design flexibility

Create New Ad

Fields to fill in:

  • Primary Text: The ad's text
  • Media: Image or Video
  • Headline: Headline
  • Description: Link description

Step 4: Enter Landing Page URL

Enter the URL users will be directed to when they click the ad.

Landing URL

Step 5: Preview Ad

GTG CRM provides a preview screen to check your ad before publishing.

Preview

7. Publish Campaign

Step 1: Review All Settings

Double-check:

  • Campaign objective
  • Budget and bidding
  • Audience targeting
  • Ad content

Step 2: Click "Publish"

Click the Publish button to create the campaign.

Step 3: Wait for Facebook Review

Facebook will review the ad before it goes live (usually 15-60 minutes).

8. Other Campaign Objectives

Traffic Campaign

Objective: Increase website clicks

Special Settings:

  • Conversion Location: Website
  • Performance Objective: Maximize landing page views

Traffic Goal

Messenger Campaign

Objective: Increase Messenger messages

Special Settings:

  • Conversion Location: Message Destination
  • Performance Objective: Maximize link clicks

Messenger Conversion

Tips for Effective Use

Audience Targeting

  • Start with broad audiences, then narrow down based on data
  • Use AI Audience for your first campaign
  • Create multiple ad sets with different audiences to test

Ad Content

  • Prioritize using posts with high engagement
  • Create multiple ad variations for A/B testing
  • Videos often perform better than images

Budget

  • Start with a small budget (100-200k VND/day)
  • Let it run for 3-7 days before evaluating
  • Gradually increase the budget when seeing results (20-30%/increment)

Tracking

  • Always install the Facebook Pixel on your website
  • Set up Conversion API for more accurate tracking
  • Periodically check performance in GTG CRM

Frequently Asked Questions

Q: Should I choose campaign budget or ad set budget? A: If you are new, choose campaign budget (CBO) for automatic optimization by Facebook. Once you have experience, use ad set budget for more detailed control.

Q: What should the cost goal be? A: Base it on your historical data. If you don't have any, leave it blank and run for 1-2 weeks to collect data first.

Q: Should I use an existing post or create a new one? A: If the post already has many likes/comments, use the existing one to leverage social proof. If you want to test new creatives, create a new ad.

Q: Should the audience be broad or narrow? A: Start broad (1-5 million people) to give Facebook enough data for optimization. Then narrow down based on results.

Support

For further assistance, please contact:

  • 📧 Email: support@gtgcrm.com
  • 💬 Chat: Within the GTG CRM application
  • 📞 Hotline: 1900-xxxx

GTG CRM - Manage Facebook Ads simply and effectively! 🚀