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Step-by-Step Setup

Campaign Setup Guide

A hands-on, click-by-click walkthrough for setting up Google Ads, Meta Ads, Email Marketing, WhatsApp campaigns, and tracking — from zero to live campaigns.

Step 01

Pre-Launch Checklist

Before you touch any ad platform, complete every item below. Skipping these is the #1 reason campaigns fail — not bad ads, but missing foundations.

Business Assets Required

Technical Requirements

Define Your Campaign Goals

Write down your answers to these before proceeding:

Fill This Out

Goal: I want to generate _____ leads per month
Budget: I can spend Rs. _____ per month on ads
Target Location: ______________ (city, state, or entire India)
Ideal Customer: ______________ (job title, age, industry)
Top 3 Services: 1. _____ 2. _____ 3. _____
Differentiator: Why should someone choose me over competitors? _____

Pro Tip

Start with ONE campaign on ONE platform. Master it, get results, then expand. Running Google + Meta + Email + WhatsApp simultaneously from day one is a recipe for confusion and wasted budget.

Recommended Starting Budget

₹15K
Min. Monthly Budget
₹500
Daily Spend (Ads)
2 Weeks
Learning Phase
30 Days
Min. Run Time
Step 02

Google Ads Account Setup

Google Ads puts you in front of people actively searching for your services. This is the highest-intent traffic you can buy. Here's how to set up your account properly from scratch.

Create Your Google Ads Account

1

Go to ads.google.com

Click "Start Now." Sign in with your business Google account. If you see "Smart Campaign" setup, look for "Switch to Expert Mode" at the bottom — click it immediately. Smart campaigns give you zero control.

2

Skip the First Campaign

Google tries to force you into creating a campaign instantly. Click "Create an account without a campaign" (it's a small link below). You need to configure settings first.

3

Configure Account Settings

  • Country: India
  • Time zone: (UTC+05:30) India Standard Time
  • Currency: Indian Rupee (INR)

⚠️ You CANNOT change timezone or currency after this step.

4

Add Billing Information

Go to Billing → Settings. Add your credit/debit card. Google Ads in India uses prepaid billing — you load money, ads run until balance depletes. Start with Rs. 5,000.

Important Warning

Never use "Smart Campaigns" or "Performance Max" as your first campaign. These are blackboxes that eat budget. Start with Manual Search campaigns where you control keywords, bids, and placements.

Set Up Conversion Tracking

Without conversion tracking, Google can't optimize your campaigns. This is non-negotiable.

5

Create a Conversion Action

Go to Goals → Conversions → New Conversion Action → Website. Enter your website URL. Google will scan it.

6

Define the Conversion

  • Category: Lead / Submit lead form
  • Conversion name: "Contact Form Submit" or "Phone Call"
  • Value: Use the same value for each (e.g., Rs. 500)
  • Count: Every conversion
7

Install the Google Tag

Copy the Global Site Tag (gtag.js) snippet. Paste it in the <head> of every page on your website. If you're using Firebase hosting, add it before the closing </head> tag.

<!-- Google Ads Conversion Tracking --> <script async src="https://www.googletagmanager.com/gtag/js?id=AW-16486891557"></script> <script> window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'AW-16486891557'); </script> <!-- Fire this on form submit / thank you page --> <script> gtag('event', 'conversion', { 'send_to': 'AW-16486891557/YOUR_LABEL', 'value': 500, 'currency': 'INR' }); </script>
Verify It Works

Install the Google Tag Assistant Chrome extension. Visit your website — it should show your Google Ads tag firing. Also check: Goals → Conversions in Google Ads, the status should say "Recording conversions" within 24-48 hours.

Step 03

Your First Google Search Campaign

Google Search ads appear when someone types a query like "web developer near me" or "best digital agency in Chennai." You pay only when someone clicks. Here's the exact setup.

Campaign Settings

1

Create New Campaign

Campaigns → + (Blue button) → New Campaign → Leads → Search. Name it clearly: "[Service] - [Location] - Search" e.g., "Web Dev - Chennai - Search"

2

Configure Networks

  • Search Network: ✅ ON
  • Display Network: ❌ OFF (uncheck this — it wastes budget showing banner ads on random sites)
3

Set Location Targeting

  • Enter your target city/state/country
  • Under "Location options" → Select: "Presence: People IN or regularly IN your targeted locations"
  • ❌ Do NOT select "Presence or interest" — this shows ads to people merely researching your area
4

Set Budget & Bidding

  • Daily budget: Rs. 500 (= ~Rs. 15,000/month)
  • Bidding strategy: "Maximize Clicks" with a max CPC bid limit of Rs. 50
  • After you get 15-20 conversions, switch to "Maximize Conversions"

Ad Group & Keywords

5

Create One Tightly-Themed Ad Group

Name: "Web Development Services" (match your main service). Each ad group should target ONE theme/service — never mix different services in a single ad group.

6

Add Keywords (10-20 per ad group)

Use the Keyword Planner (Tools → Planning → Keyword Planner) to find keywords. Start with Phrase Match and Exact Match only.

Example Keywords for a Web Dev Agency

[web development company chennai] — Exact match
"website design services" — Phrase match
"ecommerce website developer" — Phrase match
[hire web developer india] — Exact match
"custom website development" — Phrase match
[best web design agency] — Exact match

Never Use Broad Match Initially

Broad match keywords (no brackets/quotes) match anything remotely related. "web development" in broad match will show your ads for "spider web," "web series," etc. Only use Phrase [brackets] and "Exact" match to start.

Add Negative Keywords

These PREVENT your ads from showing for irrelevant searches. Add these immediately:

free, tutorial, course, salary, job, intern, download, template, how to, what is, DIY, cheap, PDF, sample, example, Wikipedia, YouTube, udemy, coursera

Write Your Ads

Create 2-3 Responsive Search Ads per ad group.

ElementBest PracticeExample
Headline 1Include your main keywordProfessional Web Development
Headline 2Unique benefit or offerGet a Free Website Audit Today
Headline 3Social proof or urgencyTrusted by 200+ Businesses
Description 1Explain what you do + CTACustom websites that convert visitors into customers. Get a free consultation — call now.
Description 2Features + differentiatorMobile-responsive, SEO-optimized, delivered in 2 weeks. 100% satisfaction guaranteed.

Add Ad Extensions (now called Assets)

Extensions increase your ad's size and click-through rate by 15-30%.

Step 04

Meta Business Suite Setup

Meta (Facebook + Instagram) ads are powerful for awareness, retargeting, and lead generation — especially for B2C and local services. Here's the setup from scratch.

Create Business Assets

1

Create a Meta Business Suite Account

Go to business.facebook.com → Create Account. Use your business name and business email. This is your central hub for all Meta advertising.

2

Create/Claim Your Facebook Page

If you don't have one: Business Suite → Pages → Create Page. Fill in: Name, Category (your industry), Bio (2-3 sentences about your business), Profile pic (logo), Cover photo.

3

Connect Instagram Account

Business Suite → Settings → Accounts → Instagram Accounts → Connect. If you don't have an Instagram business account, create one first in the Instagram app (switch to Business Account in settings).

4

Create an Ad Account

Business Suite → Settings → Ad Accounts → Add → Create a new ad account. Set currency to INR, timezone to IST. Name it clearly: "[Business Name] - Ads"

Install Meta Pixel

The Meta Pixel tracks visitor behaviour on your website and enables retargeting + conversion optimization.

5

Create the Pixel

Go to Events Manager (business.facebook.com/events_manager) → Connect Data Sources → Web → Facebook Pixel → Name it "[Business] Pixel" → Create.

6

Install Pixel Code

Copy the base code and paste it in the <head> of every page on your site, just like the Google tag.

<!-- Meta Pixel Code --> <script> !function(f,b,e,v,n,t,s) {if(f.fbq)return;n=f.fbq=function(){n.callMethod? n.callMethod.apply(n,arguments):n.queue.push(arguments)}; if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0'; n.queue=[];t=b.createElement(e);t.async=!0; t.src=v;s=b.getElementsByTagName(e)[0]; s.parentNode.insertBefore(t,s)}(window, document,'script', 'https://connect.facebook.net/en_US/fbevents.js'); fbq('init', 'YOUR_PIXEL_ID_HERE'); fbq('track', 'PageView'); </script> <noscript><img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=YOUR_PIXEL_ID&ev=PageView&noscript=1"/></noscript>
7

Verify Pixel is Working

Install the Meta Pixel Helper Chrome extension. Visit your website — the extension icon should show a green checkmark with "PageView" event. Also check Events Manager → Test Events tab.

8

Set Up Standard Events

Add event tracking for key actions on your website:

  • fbq('track', 'Lead'); — on form submission
  • fbq('track', 'Contact'); — on contact page visit
  • fbq('track', 'ViewContent'); — on service/product page
Domain Verification

Go to Business Suite → Settings → Brand Safety → Domains → Add your domain. Verify via DNS TXT record or meta tag. This is required for iOS 14+ tracking to work properly with Aggregated Event Measurement.

Step 05

Your First Meta Ad Campaign

Now that your Business Suite, Pixel, and pages are set up, let's create your first campaign. We'll use the Lead Generation objective which is the best for getting enquiries.

Campaign Structure

Meta ads follow a 3-level hierarchy: Campaign (objective + budget) → Ad Set (targeting + placement) → Ad (creative + copy).

1

Create Campaign

Ads Manager → Create → Choose "Leads" objective → Campaign name: "[Service] - Leads - [Month]" e.g., "Web Dev - Leads - March 2026"

  • Campaign Budget: Turn ON "Campaign Budget Optimization" (CBO)
  • Daily Budget: Rs. 500/day to start
2

Configure Ad Set — Audience Targeting

  • Location: Your target city (e.g., Chennai, 25km radius)
  • Age: 25-55 (adjust based on your ideal customer)
  • Interests: Add 5-8 relevant interests
  • Audience size: Aim for 500K-2M people (the green zone)
Example Audience — Digital Agency

Location: Chennai +25km
Age: 28-50
Interests: Entrepreneurship, Small business owners, Digital marketing, E-commerce, Shopify, WordPress, Startup company
Behaviours: Small business owners, Facebook page admins
Estimated reach: ~800K people

3

Configure Placements

For beginners, select "Manual Placements" and check ONLY:

  • ✅ Facebook Feed
  • ✅ Instagram Feed
  • ✅ Instagram Stories
  • ✅ Facebook Stories
  • ❌ Uncheck everything else (Audience Network, Messenger, etc.)

Create Your Ad

4

Choose Lead Form Type

Select "Instant Form" (leads stay on Facebook, lowest friction). Under form setup:

  • Form type: "More Volume" (easier for users)
  • Questions: Name, Email, Phone Number (keep it to 3 max)
  • Add 1 custom question: "What service are you interested in?" (dropdown with your services)
  • Privacy policy: Link to your privacy page
  • Thank you screen: "We'll call you within 2 hours!"
5

Design Ad Creative

Upload a high-quality image (1080×1080px) or short video (15-30 seconds). Use a clear visual with minimal text.

Ad Copy Template

Ready-to-Use Ad Copy

Primary Text:
🚀 Struggling to get customers online?

We build websites and run ads that actually bring results — not just "likes."

✅ Professional website in 2 weeks
✅ SEO that ranks on Google
✅ Ad campaigns that generate leads

200+ businesses trust us. Get a FREE consultation — fill out the form below 👇

Headline: Get More Customers Online — Free Consultation
Description: Website + Marketing solutions for growing businesses. Talk to an expert today.
CTA Button: Sign Up

First 48 Hours

Don't touch your campaign for the first 48 hours. Meta needs time to learn who to show your ad to. Any edits reset the learning phase. Check results after 3-5 days minimum.

Step 06

Landing Page Setup

If you're sending ad traffic to your homepage, you're wasting 50%+ of your budget. You need dedicated landing pages that match each campaign's promise and have ONE clear call-to-action.

Landing Page Anatomy

Every high-converting landing page has these 7 elements, in this order:

#ElementWhat to IncludeWhy
1Hero SectionHeadline matching ad, subheadline, CTA button, hero imageConfirms they're in the right place
2Problem Statement3 pain points your audience facesEmpathy builds trust
3SolutionHow your service solves those problemsBridge from pain to solution
4Features/Benefits3-5 bullet points with iconsQuick-scan value props
5Social ProofTestimonials, client logos, case study numbersRemoves doubt
6Lead Form / CTAName, Email, Phone — max 3-4 fieldsCapture the lead
7FAQ3-5 common objections answeredHandles last-minute hesitation

Landing Page Do's and Don'ts

✅ Do This❌ Don't Do This
One clear CTA per pageMultiple CTAs competing for attention
Match ad headline to landing page headlineGeneric homepage with nav menu
Mobile-first design (70%+ traffic is mobile)Desktop-only design that breaks on phones
Page loads in under 3 secondsHeavy images, videos, animations
Short form: Name + Phone + Email10-field form asking for company size and revenue
Clear "What happens next" messageSubmit button that says "Submit"
Trust signals (testimonials, logos, stats)No proof that you've helped anyone before
Quick Landing Page Setup

If you're using 69dynamics platform, you already have landing pages at /lp/google.html and /lp/meta.html. Customize these with your client's branding, copy, and form fields. For standalone pages, use tools like Carrd.co (free), Unbounce, or Google Sites.

Form Submission Handling

When a lead fills out your form, THREE things must happen simultaneously:

  1. Instant email notification to your sales team (set up in your CRM or via Zapier)
  2. Auto-response to the lead: "Thanks! We'll call you within 2 hours" (via email or WhatsApp)
  3. Lead saved to CRM with source tagged as "Google Ads" or "Meta Ads" (for ROI tracking)
Speed to Lead

If you don't respond within 5 minutes, your conversion rate drops by 80%. Within 1 hour is acceptable. Beyond 24 hours, the lead is essentially dead. Set up instant notifications on your phone.

Step 07

Email Campaign Setup

Email marketing delivers the highest ROI of any channel — Rs. 36 for every Rs. 1 spent. It nurtures leads who aren't ready to buy yet and keeps existing clients engaged. Here's how to set it up.

Choose Your Platform

PlatformFree TierBest ForCost After Free
Brevo (Sendinblue)300 emails/dayIndian businesses, WhatsApp + EmailFrom Rs. 1,575/mo
Mailchimp500 contacts, 1000 emails/moSimple newslettersFrom $13/mo
ConvertKit1000 subscribersContent creators, bloggersFrom $15/mo
69dynamics Admin PanelBuilt-in (Firebase)Already using the platformIncluded

Set Up Your Email Account

1

Create Account & Verify Domain

Sign up on your chosen platform. Go to Settings → Sender Authentication → Add your domain. You'll need to add DNS records (SPF, DKIM, DMARC) to prevent emails landing in spam.

2

Add DNS Records

In your domain registrar (GoDaddy, Namecheap, Google Domains, etc.), add these records:

  • SPF (TXT): v=spf1 include:sendinblue.com ~all
  • DKIM (TXT): Provided by your email platform
  • DMARC (TXT): v=DMARC1; p=none; rua=mailto:dmarc@yourdomain.in
3

Create Your First Email List

Create a list called "Leads" and another called "Clients". Import any existing contacts. Never buy email lists — they destroy your sender reputation.

Essential Email Sequences

Set up these 3 automated sequences before sending any campaign:

Sequence 1: Welcome Series (for new leads)

Email #TimingSubject LineContent
1ImmediateWelcome! Here's what to expectThank them, introduce yourself, set expectations
2Day 2The #1 mistake businesses make onlineEducational content that positions you as expert
3Day 4How [Client Name] grew 3X in 6 monthsCase study or success story
4Day 7Ready to grow? Let's talkClear CTA to book a call or consultation

Sequence 2: Follow-Up Series (for leads who didn't convert)

Email #TimingSubject LineContent
1Day 3 after inquiryStill thinking about it?Address common objections, add testimonials
2Day 7Quick question for youAsk if they have concerns, offer to answer questions
3Day 14Last chance: Special offer insideLimited-time discount or bonus service

Sequence 3: Monthly Newsletter

Send once per month to your entire list. Include: 1 useful tip, 1 client success story, 1 promotional offer, and 1 upcoming event or announcement.

Email Best Practices

• Send from a real name: "Rajkumar from 69Dynamics" not "noreply@69dynamics.in"
• Keep subject lines under 50 characters
• Include ONE clear CTA per email
• Always add an unsubscribe link (legally required)
• Best send times: Tuesday & Thursday, 10 AM or 2 PM IST

Step 08

WhatsApp Business Setup

WhatsApp has 500M+ users in India. It has 98% open rates vs. 20% for email. Setting it up for business communication and marketing is essential.

WhatsApp Business App Setup

1

Download WhatsApp Business App

Download from Play Store/App Store (it's separate from regular WhatsApp). Use a dedicated business phone number — don't use your personal number.

2

Complete Your Business Profile

  • Business name: Your official name (can't change later)
  • Category: Select your industry
  • Description: 2-3 sentences about what you do
  • Address: Your office address
  • Business hours: Set your working hours
  • Email: Your business email
  • Website: Your website URL
3

Set Up Quick Replies

Go to Business Tools → Quick Replies. Create templates for common queries:

  • /thanks → "Thank you for reaching out! We'll get back to you shortly."
  • /pricing → "Our packages start from Rs. X. I'll share detailed pricing via email. May I have your email?"
  • /services → "We offer: 1) Web Development 2) Digital Marketing 3) SEO. Which interests you?"
4

Create a Product/Service Catalog

Business Tools → Catalog → Add Items. Add your top 5-10 services/products with images, descriptions, and prices. This acts like a mini website inside WhatsApp.

5

Set Up Auto-Greeting & Away Messages

  • Greeting message: "Hi! 👋 Thanks for contacting [Business Name]. How can we help you today?"
  • Away message: "We're currently away. Our business hours are Mon-Sat, 9 AM - 7 PM IST. We'll reply first thing!"

WhatsApp Marketing Strategies

Broadcast Message Template

Hi {name}! 👋

🎯 Quick update from [Business Name]:

We're offering a FREE website audit this week — checking speed, SEO, mobile performance, and security issues.

✅ What you'll get:
• Full performance report
• 5 actionable improvements
• Competitor comparison

Limited to 10 businesses this week. Reply "AUDIT" to claim your spot!

Best,
[Your Name]

WhatsApp Rules

• Only message contacts who have opted in (saved your number + messaged you first)
• Broadcast lists only work if the recipient has saved YOUR number
• Max 256 contacts per broadcast list
• Don't spam — 2-3 messages per month maximum
• Consider WhatsApp Business API (via providers like WATI, AiSensy) for larger scale

WhatsApp Click-to-Chat Link

Add this link on your website, ads, and social media to let people start a conversation instantly:

https://wa.me/91XXXXXXXXXX?text=Hi!%20I'm%20interested%20in%20your%20services

Replace 91XXXXXXXXXX with your country code + phone number (no spaces or dashes).

Step 09

Tracking & Analytics Setup

If you can't measure it, you can't improve it. Proper tracking is the difference between "I think my ads are working" and "I know exactly which ad generated Rs. 2.5 lakh in revenue."

Google Analytics 4 (GA4) Setup

1

Create GA4 Property

Go to analytics.google.com → Admin → Create Property → Enter your website name, timezone (IST), currency (INR) → Create. Choose "Web" as platform, enter your URL.

2

Install GA4 Tag

Copy the Measurement ID (starts with G-XXXXXXX). Add the tag to your website's <head>:

<!-- Google Analytics 4 --> <script async src="https://www.googletagmanager.com/gtag/js?id=G-XXXXXXX"></script> <script> window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'G-XXXXXXX'); </script>
3

Set Up Key Events

In GA4, go to Admin → Events → Create Event. Set up these custom events:

  • form_submit → Triggered when contact form is submitted
  • phone_click → Triggered when phone number link is clicked
  • whatsapp_click → Triggered when WhatsApp button is clicked

Mark these as "Key Events" (conversions) in Admin → Key Events.

UTM Parameters

UTM parameters tag your URLs so GA4 knows exactly where traffic came from. Use them on EVERY link in ads, emails, and social media.

ParameterPurposeExample Value
utm_sourceWhere the traffic comes fromgoogle, facebook, whatsapp, email
utm_mediumMarketing mediumcpc, social, email, referral
utm_campaignCampaign namewebdev-leads-mar26
utm_contentAd variation (A/B testing)ad-v1, ad-v2
utm_termKeyword (Google Ads)web+developer+chennai
UTM Example URL

https://69dynamics.in/contact?utm_source=google&utm_medium=cpc&utm_campaign=webdev-leads-mar26&utm_content=ad-v1

Use Google's Campaign URL Builder to generate these easily.

Link Google Ads to GA4

4

Connect the Accounts

In GA4: Admin → Product Links → Google Ads Linking → Link. Select your Google Ads account. Enable auto-tagging in Google Ads (Settings → Account Settings → Auto-tagging → ON).

Create a Reporting Dashboard

In GA4, go to Reports → Library → Create new report. Track these metrics daily:

CTR
Click-Through Rate
CPC
Cost Per Click
CPL
Cost Per Lead
Conv%
Conversion Rate
Weekly Check Routine

Every Monday morning, check:
1. Total leads this week (by source)
2. Cost per lead (by campaign)
3. Top performing keywords/audiences
4. Any ad disapprovals or budget depletion
5. Landing page conversion rate

Step 10

Launch, Monitor & Optimize

You've set everything up. Here's the final launch checklist and a 30-60-90 day optimization plan to turn your campaigns into a reliable lead generation machine.

Pre-Launch Checklist

30-60-90 Day Optimization Plan

PhaseTimelineActionsTarget KPIs
Foundation Days 1-30 • Let campaigns run without changes for first 7 days
• Review search terms weekly, add negative keywords
• Test 2-3 ad variations per ad group
• Monitor quality scores
• Respond to leads within 1 hour
• Track every lead in CRM with source
CTR > 3%
CPC < Rs. 30
10-15 leads
Optimization Days 31-60 • Pause underperforming keywords (CTR < 1%)
• Increase bids on high-converting keywords
• Switch Google Ads to "Maximize Conversions" (if 15+ conversions)
• Create lookalike audience on Meta from lead list
• A/B test landing page headlines
• Add retargeting campaign (website visitors who didn't convert)
CPL < Rs. 500
Conv rate > 5%
20-30 leads
Scaling Days 61-90 • Increase budget 20% on winning campaigns
• Launch new campaigns for additional services
• Add Performance Max campaign (now safe, with conversion data)
• Build email nurture for non-converting leads
• Create referral program for existing clients
• Calculate true ROI (revenue generated ÷ ad spend)
CPL < Rs. 300
ROAS > 5X
40-50 leads

Common Problems & Fixes

ProblemLikely CauseFix
Ads get impressions but no clicksBad ad copy or wrong keywordsRewrite ads with clearer benefit + CTA. Check search terms report.
Clicks but no leadsLanding page isn't convertingCheck mobile experience, simplify form, add social proof. Test page speed.
Leads but no salesLead quality or slow follow-upAdd qualifying questions to form. Call within 5 minutes. Review targeting.
High CPC (over Rs. 50)Competitive keywords or low quality scoreAdd long-tail keywords, improve ad relevance, optimize landing page.
Ads disapprovedPolicy violationRead the disapproval reason. Common fixes: remove superlatives, add disclaimers, fix landing page.
Meta ads stuck in "Learning"Too many edits or low budgetDon't edit for 48 hours. Increase budget or combine ad sets. Need 50 conversions/week.

Essential Tools

ToolPurposeCost
Google Keyword PlannerKeyword research for Google AdsFree
Google Tag AssistantVerify tracking tagsFree (Chrome extension)
Meta Pixel HelperVerify Meta PixelFree (Chrome extension)
CanvaCreate ad creativesFree / Pro Rs. 500/mo
Google PageSpeed InsightsTest landing page speedFree
SpyFu / SEMrushCompetitor keyword researchFree trial / Paid
BitlyShorten and track URLsFree
69dynamics Admin PanelCRM, lead tracking, campaign emailsIncluded
The Golden Rule

Spend 20% of your time creating campaigns and 80% optimizing them. The best campaigns aren't the ones that launched perfectly — they're the ones that were improved relentlessly based on data.

Need Help?

If you'd rather have experts handle the setup and optimization, 69dynamics offers done-for-you campaign management. We set up your ads, landing pages, tracking, and optimize weekly. Book a free consultation →