Stay top-of-mind with your most important FUB contacts using a Sphere of Influence advertising campaign from Adwerx. Sphere campaigns deliver personalized digital ads directly to the people in your database, using their street address, email, and/or phone number. With the majority of your business coming from referrals and past clients, you can use Adwerx to create stronger relationships and nurture your database.
Connect your AdwexSphere campaign directly to FUB by entering your login credentials during the ad setup process, and we will import the contact groups you want to target or select the option to 'Import All Contacts' to target your entire database.
Note: This is a one-time sync and will need to be repeated to add additional contacts in the future.
How to Set it Up
Step 1: Start Your Campaign
Need to create an Adwerx account? Click here to get started. If you are currently an Adwerx user, follow the steps below.
1. Log in to Adwerx
2. Click + CREATE NEW AD on the left-hand side of your Account Summary page
3. You will be directed to your Adwex AdStore, where you will see all the campaigns available for purchase. Select Start New Campaign to create a new campaign.
Step 2: Customize Your Ad Design
Once you start a campaign, your ad will automatically be created for you. Complete the necessary changes to the ad and select Next.
Tip: Want to customize your ad even further? Upload your own design! For help completing this, click here.
Step 3: Connect your Facebook Business Page to Run Your Ad on Facebook
Next, you will be prompted to connect your Facebook page if you haven't already done so or confirm which page you would like to run your on. If you are an enterprise partner, you will have the option to run your ad out of your company's Facebook page. Choose Next when finished.
Step 4: Select Your Landing Page
Enter or copy and paste the website that you'd like your prospective clients to visit when they click on your ad. Click Next when complete.
Note: This page should include branding that matches your ad, is publicly accessible, and does not prompt downloads. Facebook pages, LinkedIn pages, and Instagram pages are not recommended.
Step 5: Import Contacts from FUB
1. You will be prompted to add the contacts you want to target to your campaign. Click Add Contacts to get started.
2. Click Import from Follow Up Boss
3. On the next screen, select Import from Follow Up Boss
4. Enter your FUB credentials in the login screen and Grant Access to your account
5. Select if you want to Import All Contacts or Import Contact Groups
Importing Contact Groups ONLY: If you select 'Import Contact Groups,' and there are either SmartLists or Stages in your FUB account, a popup will display, asking you to select the smart lists or stages to import. Check or uncheck the group names as needed.
6. Clicking the Import from Follow Up Boss button will kick off the contacts import process.
7. Your imported contacts will be added as a targeting list and will show as 'Follow Up Boss Contacts'
Step 6: Upload Additional Contacts (optional)
Adwerx recommends uploading at least 500 contacts for optimal ad delivery. If you would like to add contacts that are not in FUB, you can import additional email addresses, street addresses, and phone numbers. You have the option to upload a CSV or Excel file, import from Gmail, or copy and paste your contacts.
Tip: Not sure who to add to your campaign? Check out this article.
Step 7: Select the Number of Impressions You Would Like to Purchase
Everyone should see your ad at least once per week to ensure you are staying top-of-mind with your audience.
Step 8: Checkout
To finish your campaign setup, select your billing plan and enter your payment information. Ensure your first name, last name, and email address are correct, and review your ad on the right-hand side. Input your credit card information and click Purchase & Launch Ad.
Your ad will be sent for approval and will launch within 1-2 business days.
FAQs
Sphere campaigns should include at least 500 contacts, including these groups:
- Friends & family (yours and your partners)
- Acquaintances from social groups (kid's school, activities, neighborhood, church, gym, Lions club, book club, etc.)
- Professional contacts (hairdresser, dentist, accountant, home service contractors, etc.)
- Current and past clients
- Open house and event leads
- Past co-workers
- Purchased leads
- Cold leads
- Other loan officers/agents