Campaign setup

Set up Meta conversion tracking for form leads and phone clicks

Checks your Meta pixel, WordPress site and GTM container for gaps, then drafts and publishes, step by step with approval, a Lead conversion for Contact Form 7 submissions and a Contact event for tel: clicks.

When to use it

When you are about to send Meta ads traffic to your WordPress site and your form submissions and phone clicks are not tracked as conversions.

What you get

A checklist of tracking gaps and a Lead conversion for form submissions plus a Contact event for tel: clicks, built in GTM and published step by step with your approval.

Does it change anything in my account?

Only with your approval. The assistant first shows a preview of every change and waits for your go-ahead.

Works with

Meta Ads, WordPress, Tag Manager

Fill in before sending

[site URL][thank-you page URL][thank-you page path][pixel name]

Before I spend on Meta ads that send traffic to my website, make sure website forms and phone clicks are tracked as conversions. 1. List my Meta pixels with their last fired time, and my existing custom conversions. Point out any custom conversion that has never fired. Last fired time is the only pixel health signal available here, so if a pixel looks stale, tell me to check Events Manager for event details. 2. On my WordPress site [site URL]: - show every place GTM or GA4 fires and flag duplicate containers. Note the GTM container id the site loads. - check for a Meta pixel installed outside GTM: a pixel plugin in the plugin list (for example PixelYourSite or Facebook for WooCommerce), "fbq(" in page content, a WPCode snippet containing fbq, or fbq in the active theme's header file - list my Contact Form 7 forms with their required fields and notification email - check whether a submission goes to a thank-you page: search page content and snippets for "wpcf7mailsent" redirects or a link to [thank-you page URL], check that page exists and is published, and if possible fetch the URL to confirm it loads. If you cannot tell for sure, say so and ask me. 3. In GTM, find the container whose id matches the one on my site (if they differ, stop and tell me). List the current tags, triggers and variables in the workspace I should use. Read the Custom HTML tags' code to see whether the Meta pixel base code (fbq('init', ...)) is there, and read the trigger conditions to see whether anything fires on tel: link clicks. 4. Draft the fixes: - if forms go to a thank-you page: a Meta custom conversion on my pixel for URLs containing [thank-you page path], categorised as Lead - if forms only show an on-page message: say that a URL rule will never fire, and draft a Custom HTML listener tag on All Pages that pushes a "cf7_success" dataLayer event when "wpcf7mailsent" fires, a custom event trigger on "cf7_success", and a Custom HTML tag on that trigger that sends a Lead event to my pixel - turn on the Click URL built-in variable, then a Just Links click trigger for clicks where Click URL starts with tel: - a Custom HTML tag that sends a Contact event to my pixel [pixel name] on that trigger - only if the pixel base code is missing everywhere: a base code tag with my pixel id on All Pages. If the pixel already loads through a plugin, a snippet or the theme, do not add a second copy. - if there is no All Pages trigger to use, include one in the draft 5. Optional: offer to send one test submission to my form to confirm the notification mail goes out. It sends a real email, so ask me first. Present the gaps as a short checklist, then show the exact changes as a preview (every tool call with confirm=false first). Do not create the custom conversion, enable the built-in variable, create the GTM items, or publish the container until I approve each step. Before publishing, show me the GTM workspace status so I see exactly what goes live. After publishing, check the pixel's last fired time again and tell me to confirm the Lead and Contact events in Events Manager's Test Events.

Before I spend on Meta ads that send traffic to my website, make sure website forms and phone clicks are tracked as conversions.

1. List my Meta pixels with their last fired time, and my existing custom conversions. Point out any custom conversion that has never fired. Last fired time is the only pixel health signal available here, so if a pixel looks stale, tell me to check Events Manager for event details.
2. On my WordPress site [site URL]:
- show every place GTM or GA4 fires and flag duplicate containers. Note the GTM container id the site loads.
- check for a Meta pixel installed outside GTM: a pixel plugin in the plugin list (for example PixelYourSite or Facebook for WooCommerce), "fbq(" in page content, a WPCode snippet containing fbq, or fbq in the active theme's header file
- list my Contact Form 7 forms with their required fields and notification email
- check whether a submission goes to a thank-you page: search page content and snippets for "wpcf7mailsent" redirects or a link to [thank-you page URL], check that page exists and is published, and if possible fetch the URL to confirm it loads. If you cannot tell for sure, say so and ask me.
3. In GTM, find the container whose id matches the one on my site (if they differ, stop and tell me). List the current tags, triggers and variables in the workspace I should use. Read the Custom HTML tags' code to see whether the Meta pixel base code (fbq('init', ...)) is there, and read the trigger conditions to see whether anything fires on tel: link clicks.
4. Draft the fixes:
- if forms go to a thank-you page: a Meta custom conversion on my pixel for URLs containing [thank-you page path], categorised as Lead
- if forms only show an on-page message: say that a URL rule will never fire, and draft a Custom HTML listener tag on All Pages that pushes a "cf7_success" dataLayer event when "wpcf7mailsent" fires, a custom event trigger on "cf7_success", and a Custom HTML tag on that trigger that sends a Lead event to my pixel
- turn on the Click URL built-in variable, then a Just Links click trigger for clicks where Click URL starts with tel:
- a Custom HTML tag that sends a Contact event to my pixel [pixel name] on that trigger
- only if the pixel base code is missing everywhere: a base code tag with my pixel id on All Pages. If the pixel already loads through a plugin, a snippet or the theme, do not add a second copy.
- if there is no All Pages trigger to use, include one in the draft
5. Optional: offer to send one test submission to my form to confirm the notification mail goes out. It sends a real email, so ask me first.

Present the gaps as a short checklist, then show the exact changes as a preview (every tool call with confirm=false first). Do not create the custom conversion, enable the built-in variable, create the GTM items, or publish the container until I approve each step. Before publishing, show me the GTM workspace status so I see exactly what goes live. After publishing, check the pixel's last fired time again and tell me to confirm the Lead and Contact events in Events Manager's Test Events.

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Campaign setupChanges after your approval

Build a local Google Search campaign from scratch, created paused

A fully structured Search campaign with keywords, ads and negatives, shown for approval before it is created paused.

When to use itWhen you are launching Google Ads for a local business and need a properly structured Search campaign built from scratch.

Set up a new Google Search campaign for my [business type] in [city]. It must be created paused.

1) Run Keyword Planner with 5-10 seed terms for my main services. Keep ideas with at least 50 average monthly searches. Drop job, DIY, free and training queries.
2) Group the remaining ideas into 2-4 tightly themed ad groups, one service per group. Use phrase and exact match only, with no broad match at launch.
3) Find the location ID for [city]. Set the location option to people present in the location, not people interested in it.
4) Write one responsive search ad per ad group with at least 12 headlines and 4 descriptions. Include the city and a clear call to action. The final URL is [landing page URL].
5) Add campaign-level negative keywords: jobs, salary, free, how to, course, used.
6) Set the daily budget to [daily budget] with Maximize Clicks to start.

Before you create anything, show me the full structure as a table. Include ad group, keyword, match type, monthly searches, headlines with character counts, negatives, budget and location. Wait for my approval, then create the campaign paused.

Campaign setupChanges after your approval

Demand Gen campaign using my best-retaining YouTube videos

Shortlists your strongest short YouTube videos by retention and builds a paused Demand Gen campaign around them. It adds country and language targeting, a 30-day remarketing audience and ready-to-run ad copy, and previews every step before anything is created.

When to use itWhen you want to turn your best-performing short YouTube videos into a Google Demand Gen campaign with remarketing.

I want a Demand Gen campaign that uses my own YouTube videos. It must be created paused.

Inputs:
- Landing page: [product or service page URL]
- Country: [country]
- Language: [language]
- Daily budget: [daily budget]
- Business name (max 25 characters): [business name]

1) Video shortlist.
   - List my YouTube channels. If there is more than one, ask me which to use.
   - Pull the channel overview for the last 90 days to get the channel's average view percentage as a benchmark.
   - Pull my top 25 videos for the same period.
   - Rank them by average view duration in seconds, not by views. Show each video's title, views, watch time and average view duration.
   - The report does not include video length or per-video view percentage. Take the top 6 by average view duration and ask me to paste each one's length, or the "average percentage viewed" from YouTube Studio. Then calculate view percentage as average view duration divided by length.
   - Shortlist 2-3 videos that are under 60 seconds and above 40% average view percentage. If none qualify, say so and stop.
   - For each shortlisted video, ask me for its YouTube link or video ID if you do not already have it.
2) Audience check. List my audiences with their definitions. Look for a remarketing list of visitors to [product or service page URL] with a 30-day membership.
   - If one exists, use it.
   - If not, propose one: name, URL rule (CONTAINS [product or service page URL path]), membership 30 days, lookback 30 days.
3) Campaign plan:
   - Campaign: Demand Gen, daily budget [daily budget], bid strategy Maximize Conversions unless I say otherwise.
   - One ad group, named after the product or service.
   - Ad group location: [country]. Ad group language: [language]. Demand Gen keeps location and language on the ad group. Without this step the campaign targets every country, so it must be applied before anything is enabled.
   - Remarketing audience on the ad group. A newly created list starts empty and fills over the following days. Recommend whether to attach it as Observation or Targeting given its current size, and explain why.
4) Ad copy. For each shortlisted video, write:
   - 3 headlines (max 40 characters each)
   - 1 long headline (max 90)
   - 2 descriptions (max 90)
   - A call to action
   Show character counts. The final URL for every ad is [product or service page URL] and the business name is [business name].

Preview everything first: the shortlist with metrics, the audience rule, the campaign and ad group settings, the targeting and all ad copy. Wait for my approval. Then create things in this order, showing a dry run (confirm=false) for each step and waiting for my OK before confirming:
a) The remarketing audience, if a new one is needed.
b) The Demand Gen campaign (paused).
c) The ad group. First check whether the campaign already has one by listing its ad groups. If it does not, run the ad group creation as a dry run. If the tool refuses for a Demand Gen campaign, tell me to add one ad group in the Google Ads interface and paste its ID, then continue.
d) Ad group location and language targeting. After applying it, read the ad group's targeting back and confirm only [country] and [language] are set.
e) Attach the audience to the ad group in the agreed mode.
f) One video ad per shortlisted video.

Finish with a summary of the IDs created and confirm that the campaign is still paused.

Campaign setupChanges after your approval

Final pre-launch review of my paused campaigns before turning them on

Audits every recently created paused campaign for targeting, ad strength, policy, extensions, schedule, budget and landing page, then proposes enabling only the ones with zero fails.

When to use itWhen you have built several paused Google Ads campaigns and want to be sure they are ready before you switch any of them on.

Review every campaign I created in the last 14 days that is still paused, before I turn any of them on. Use the account snapshot including inactive campaigns to find them by creation date, and list their ad groups and ads.

My intended daily budgets: [campaign name: daily budget, one per line]
My opening hours: [opening hours]

For each campaign, check the following:

1) Targeting. The location option should be people present in the location, not people interested in it. Confirm the language is correct and the device settings make sense. For Demand Gen campaigns, read location and language from each ad group, because Google keeps them there.
2) Ads. Every ad group should have at least one ad with Ad Strength of Good or better. List Google's improvement items for the rest. For Performance Max, check the asset group ad strength instead. Also flag ads that are themselves paused: a paused ad stays paused when the campaign is enabled and serves nothing.
3) Policy. Check for any disapproved or limited ads, and give the reason and the triggering text Google reports.
4) Extensions. Search campaigns should have at least 4 sitelinks and 4 callouts. For other campaign types, mark this check as not applicable rather than failed.
5) Schedule and budget. Check that the ad schedule matches my opening hours, and that the daily budget matches the number I gave above. If I gave no number for a campaign, show the current budget and mark it "to confirm".
6) Landing page. Take the final URL from the ads. Run a mobile SEO and tag audit and check mobile Core Web Vitals. Fail the page if mobile LCP is over 2.5 seconds (use real-user field data when available, otherwise lab data, and say which) or if no Google tag (Google Ads or GA4 / GTM) is found among the loaded measurement tags.

Deliver one table per campaign with these columns: check, pass/fail/not applicable, detail, fix.

Decision rule: recommend enabling only the campaigns with zero fails. Show that list as a dry run (confirm=false), including any paused ads inside them that would also need enabling, and wait for my approval before changing any status.

Campaign setupChanges after your approval

Launch a Meta lead generation campaign with an instant form

Reuses or drafts a qualifying instant form, then builds a paused Leads campaign, ad set and form-linked ads, with dry-run previews before creation and rendered Feed and Stories previews after.

When to use itWhen you want to start collecting leads on Facebook and Instagram with an instant form and need the whole campaign set up safely.

Set up a lead generation campaign in Meta ad account [client ad account] for [offer], targeting [city or country].

1. List the Facebook Pages this ad account is actually allowed to advertise for, and the instant forms already on the correct Page with the questions each asks. Reuse a form only if it collects full name, phone and email and includes at least one qualifying question. Otherwise, draft a new form with full name, phone, email, two qualifying questions as choice lists (budget range: [budget options]; timeline: [timeline options]) and the privacy policy URL [privacy URL].
2. Draft one campaign with the Leads objective, created paused. Ask me whether [offer] falls under housing, employment, credit or another special ad category before building. Include one ad set with broad targeting in the location above, ages 25-65, automatic placements (no placement restrictions), lead generation optimisation with the Page as the promoted object. Ask me for the daily budget before building.
3. Draft link ads attached to the form, using the image [image link or attached file]. Write 3 primary text options under 125 characters, a headline under 40 characters, and a Sign Up call to action. Use a clear, plain style with no hype. Ask me whether to build one ad per primary text (3 ads, so Meta can compare them) or one ad with the option I pick.

Before you create anything, show me the full plan as a table with the form fields, campaign, ad set and ad copy, plus the dry-run (confirm=false) output of each step. Wait for my approval, then create everything paused in this order: form, campaign, ad set, ads. Then render ad previews for Feed and Stories (Facebook and Instagram) from the new creatives so I can check them while nothing is spending. Return all IDs.