DealSleek · How-to guidePreview

Create a marketing campaign

16 steps, from “Basics” to “Review & launch”, with what to enter at each one.

Audience: Administrator, Operator
Owner: DealSleek product documentation
Last reviewed: Oct 12, 2026
Reading time: 22 min

Steps

01
Basics
Name the campaign, pick the channel, set the budget, and choose who owns it.
Campaign nameRequired
A clear identifying name for this marketing campaign.
ChannelRequired
The strategic delivery channel for this campaign.
CurrencyRequired
Base operating currency for budget tracking and reporting.
BudgetRequired
Total planned financial spend for this campaign execution.
OwnerRequired
Team member accountable for monitoring and managing campaign performance.
Target account (ABM)
Associated target company for account-based marketing efforts.
Advertising PlatformRequired
External ad network or channel where this campaign runs.
02
How it buys
Shown only when “Advertising Platform” is Google.
Where your ads can appear, and what the platform should optimize for.
Advertising ChannelRequired
Delivery inventory type across Search, Demand Gen, or Performance Max.
Bidding StrategyRequired
Automated algorithmic bidding strategy governing ad spend.
Budget Type
Specifies whether the budget is allocated daily or across lifetime.
Most you want to pay per leadRequired
The platform aims for this average cost per lead. Set it too low and your ads stop showing.
Return you want per unit spentRequired
A multiple, not a percentage. Enter 4 to earn 4x what you spend.
03
What this campaign is for
Shown only when “Advertising Platform” is Facebook.
Meta cannot change a campaign objective once it is running, and everything below depends on it — so it is asked first.
What should this campaign doRequired
Meta cannot change this once the campaign is running, so it is worth getting right. Get leads is what most B2B campaigns want.
Is this ad about any of these?
A legal declaration, not a preference. Meta restricts who you can target for these, and declaring nothing when one applies is a policy violation.
04
Connect
Shown only when “Advertising Platform” is not Email.
Pick the 3rd-party ad account this campaign publishes through. Leave blank for in-house creative only.
Google Ads accountRequired
Meta ad accountRequired
Publish ads as (Facebook Page)Required
05
Who sees this, and how Meta buys it
Shown only when “Advertising Platform” is Facebook.
On Meta the ad set carries the audience, the placements and what the algorithm aims for. A campaign without one spends nothing.
Optimization GoalRequired
What you are charged forRequired
Countries to targetRequired
Minimum age
Maximum age
Gender
Where your ads appear on Meta
06
The ad itself
Shown only when “Advertising Platform” is Facebook.
The words, the picture, the destination and the button. Meta splits this into a creative and an ad; you write it once.
Primary textRequired
HeadlineRequired
Description line
Where the click goesRequired
Image URLRequired
Button
07
Who sees this
Shown only when “Advertising Platform” is Google.
Location and language are the only targeting Performance Max respects. Everything else it decides for itself.
Where are your customersRequired
Search a country, region or city. This is one of only two controls Performance Max respects.
Anywhere to leave out
Exclusions always win. Excluding a region removes it from a country you targeted, not the other way round.
Who counts as "in" a location
Most campaigns want people who are there or regularly go there. Physically-present-only is narrower.
LanguageRequired
Google does not translate your ads. This only decides who sees them.
Websites your ads appear onRequired
08
Your ads
Shown only when “Advertising Channel” is Search or Demand gen.
Each group is one theme — its own keywords and its own ad copy. Google mixes your headlines and descriptions to find what works.
Ad groupsRequired
One group per theme. Keywords decide when the ad shows; headlines and descriptions are what people read.
Long headline — up to 90 charactersRequired
Business nameRequired
Landscape image (1.91:1)Required
Square image (1:1)Required
09
Extra lines on your ad
Shown only when “Advertising Platform” is Google.
Sitelinks and callouts add lines at no extra cost per click. Ads without them get fewer clicks for the same money.
Sitelinks
Pricing, case studies, contact. Each needs its own link. Descriptions come in pairs — write both lines or neither.
Callout Extensions
Not clickable, just extra credibility. "Free 30-day trial", "No card needed". Up to 25 characters each.
10
Goal & Tracking
What this campaign should achieve, and how you'll track where its traffic comes from.
What this campaign should achieveRequired
What success looks like for this campaign.
What you'll measure
The number you'll judge the campaign by.
How many you want to hit
How many of those you need to call it a win.
Where the click came from
WHERE the click came from (e.g. google, newsletter).
How the click was delivered
HOW it was delivered (e.g. cpc, email, social).
Campaign tag for analytics
This campaign's tag. Shows up in analytics.
11
Credit rule
How credit is split across touches, and how often a contact may see it.
How to split credit across touchesRequired
When a sale takes several touches, this decides who gets the revenue credit. Not sure? Last touch is the safe default.
Max impressions per contact
Same person won't see the ad more than this.
Cap counts over this many hoursRequired
Rolling window the cap counts over.
12
Add-ons
Your campaign is ready to launch as-is. Switch on anything below to fine-tune it — each one adds one guided step before you finish.
Target a specific audience
Pick exactly who sees this. Leave off to reach everyone.
Start from a template
Begin with a ready-made design. Leave off to write your own.
Test two versions of your ad
Test two versions and automatically keep the winner.
Let AI run it for you
AI adjusts targeting and budget to get better results.
13
Audience
Optional
Shown only when you switch on “Target a specific audience”.
Choose the saved segment this campaign targets.
Target SegmentRequired
Dynamic audience group to reach with this campaign.
14
Creative
Optional
Shown only when you switch on “Start from a template”.
Pick the template (email body, ad copy, landing block) this campaign sends.
Creative TemplateRequired
Pre-approved creative template used as baseline copy.
15
Test two versions
Optional
Shown only when you switch on “Test two versions of your ad”.
We'll show two versions of your ad, split your audience, and automatically keep the one that performs better. Not sure? The defaults already work — just write your two versions below.
Variants
Fine-tune the test (optional)
Sensible defaults are already set — open this only if you want to change how the winner is measured.
What you're measuring
The result you want more of — clicks, sign-ups, or sales.
Smallest improvement worth caring about
How big a difference is worth acting on. 3% is a good default.
How we pick the winner
Leave on Balanced unless you know you need something else.
How sure before we call a winner
Higher = more certain before declaring a winner. 95% is standard.
How thorough the test is
Higher = catches smaller differences. 80% is standard.
16
Review & launch
Review what you have set up, then choose how the campaign goes live: launch it immediately, schedule it for later, or send it to an approver first.
How to launchRequired
How this campaign goes live.
ApproverRequired
The person who needs to sign off.
Why this needs approval
One sentence the approver reads in their queue.
Launch atRequired