How to Create a Sphere Ad Using Our Follow Up Boss Integration

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 Adwerx Sphere 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.

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How to set it up 

Step 1: Start Your Campaign

If you aren’t an Adwerx user yet, go to https://www.adwerx.com/create-an-ad/sphere and fill out the form to get started. 

If you’re already an Adwerx user, log in and select + CREATE NEW AD on the left side navigation panel of your Account Summary page.

You will be directed to your Adwerx AdStore where you’ll see all the campaigns available for purchase. Select the Start New Campaign button to begin your campaign set up. 

Step 2: Customize Your Ad Design

Once you start a campaign, your ad will automatically be created for you, but you can change any part of the ad! Once you’re finished designing, click Next.

Tip: Want to customize your ad even further? Upload your own design! For help completing this, head to this article.

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, or confirm which page you’d like your ad to run out of. 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. 

Please 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 Follow Up Boss

Step 5a: You’ll be prompted to add the contacts you want to target to your campaign. Click Add Contacts to get started. 

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Step 5b: Click on the Import from Follow Up Boss button.

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Step 5c: On the next screen, click the Import from Follow Up Boss button.

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Step 5d: Enter your FUB credentials in the login screen and Grant Access to your account.

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Step 5e: Select if you want to Import All Contacts or Import Contact Groups. 

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Step 5f (Importing Contact Groups Only): If you select 'Import Contact Groups', and there are either SmartLists or Stages in your Follow Up Boss account, a popup will display asking you to select the smart lists or stages to import. Check or uncheck the group names as needed.

Clicking the Import from Follow Up Boss button will kick off the contacts import process.

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Step 5g: Your imported contacts will be added as a targeting list and will show as ‘Follow Up Boss Contacts’.

Step 6: Upload Additional Contacts (optional)

We recommend uploading at least 500 for optimal ad delivery. If you’d like to add contacts 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.

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Watch a video of the process:

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