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Create a New Campaign

Follow these steps to create and launch a new advertising campaign using AI Campaign Manager.

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Before You Begin

• Ensure you have connected your ad accounts
• Have your campaign assets ready (images, videos, ad copy)
• Define your target audience and budget

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Step 1: Access Campaign Creation

1. Log in to your AI Chat Assist dashboard
2. Navigate to Campaign Manager > Campaigns
3. Click Create Campaign

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Step 2: Define Your Mission

Choose the primary result you want to achieve with your campaign. The AI engine will tailor your entire strategy around this goal.

Click Next → Choose Platform to proceed.

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Step 3: Visual Channel Placement

Select the platforms where your ads will run. Toggle each platform to reveal AI-optimized placement opportunities.

Platform	Description	Placements
Instagram	Highest conversion for visual storytelling	Reels, Feed, Stories, Explore
Facebook	Broad audience reach & community	Reels, Feed, Stories, Explore
YouTube	High intent video engagement	Coming Soon

Click Next → Choose Targeting Audience to proceed.

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Step 4: Who Should See Your Ads?

Choose from your saved high-performing audiences or define a new segment using AI targeting insights.

• Create New Audience — Define custom demographics, location, age, gender, and interests from scratch.
• Select a Saved Audience — Pick from previously configured audience segments. Each saved audience shows estimated reach, location, age range, and interest categories.

Click Next → Choose Conversion to proceed.

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Step 5: Where Should Your Leads Land?

Choose the destination for your campaign. This affects conversion rates and how the AI optimizes your creative content.

Click Next → Choose Conversion to proceed.

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Step 6: AI Creative Studio & Upload Center

Power your campaign with uploaded assets or AI-generated creatives.

Choose your ad type:

• Single Ad — One creative for your campaign
• Multiple Ads (Pro) — Run several creatives simultaneously for A/B testing

Upload your creative assets:

Uploaded assets appear in the Uploaded Assets & AI Analysis section where the AI scores and analyzes your creative for performance.

Click Next → Choose Conversion to proceed.

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Step 7: Reach Optimizer

Fine-tune your daily spend to capture the highest ROI using AI forecasting.

Budget options:

• Daily Budget — Set a fixed amount to spend each day
• Lifetime Budget — Set a total amount for the full campaign duration

The AI forecasting chart shows your Reach Projection and highlights the Sweet Spot — the budget point that delivers maximum ROI.

Budget Option	Details
Minimum Budget	Lower reach, higher cost per result
AI Recommended Budget	Optimal ROI & market penetration (AI Choice)

The Estimated Daily Results panel on the right shows projected Impressions, Reach, Clicks, and AI Confidence score for your selected budget.

Click Next → Scheduling to proceed.

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Step 8: Precision Scheduling

Optimize delivery windows to capture high-intent traffic during peak performance hours.

1. Campaign Duration — Set your campaign’s Start Date and End Date

2. Quick Schedule — Apply a preset schedule:

   • Business Hours — Run ads during standard working hours
   • Prime Time — Run ads during peak engagement windows

3. Custom Schedule — Use the day/hour grid to manually select exactly when your ads run across the week (Mon–Sun, 12AM–11PM).

Click Next → Final Review to proceed.

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Step 8b: Instant Form (Get More Leads only)

Configure a Meta Instant Form to capture lead information directly within the ad — no landing page required. A live Form Preview updates on the right as you configure each section.

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1. Select Script Flow

Choose a pre-built form flow from the dropdown. Each flow defines the sequence of question types shown to users. Available flow types include:

Flow	Fields	Best For
User Registration	Multi Choice, Text Questions, Phone Number, Email, Thank You	Detailed lead capture
nano	Custom API, Thank You	Lightweight / API-driven forms
Test	Message, Multi Choice, Text Question, Phone Number, Email, Thank You	Testing & QA
A	Message	Minimal single-field forms

Once selected, the field count (e.g. 8 mapped fields) is shown next to the flow name. Click Edit Workflow to modify the selected flow’s questions and logic.

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2. Instant Form Details

Fill in the core form metadata:

• Form Name (required) — Internal name for this form, e.g. “Summer Campaign Form”
• Intro Headline (required) — The headline shown at the top of the form, e.g. “Get in Touch Today”
• Description (required) — A brief intro shown to users before the form questions
• Privacy Policy URL (required) — Link to your privacy policy, e.g. https://yoursite.com/privacy

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3. Thank You Screen

Customize the confirmation screen shown after a user submits the form:

• Headline (required) — e.g. “Thanks for reaching out!”
• Button Text (required) — e.g. “Visit Now”
• Description (required) — e.g. “We’ll get back to you within 24 hours”

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4. WhatsApp Integration

Toggle Send Welcome Message via WhatsApp to automatically send a personalized WhatsApp message when a user submits the form.

Click Next → Final Review to proceed.

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Step 9: Final Campaign Review & Launch

Your campaign is fully configured. Review the complete summary before going live.

The review screen shows four summary panels:

• Configuration — Goal & platforms, selected objective, and active channels
• Targeting — Audience definition, location, age, gender, and interest targeting
• Assets — Creative name and preview with headline and ad copy
• Financial — Schedule & budget, optimization goal, daily budget, estimated reach, and campaign dates

Once satisfied, click Launch Campaign to go live.

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Best Practices

• A/B Testing: Test different ad creatives and audiences
• Budget: Start with the AI Recommended Budget and scale based on performance
• Monitoring: Check campaign performance regularly in Analytics
• Optimization: Use AI recommendations and the Reach Optimizer to improve results

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Need Help?

• Campaign Setup Guide
• Contact Support
• View Video Tutorials

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Next Steps