Overview of Ad Manager
It simplifies digital advertising by consolidating workflows, providing actionable insights, and helping agencies deliver measurable results to their clients.
TABLE OF CONTENTS
- What is Ad Manager?
- Supported Platforms and Campaign Types
- Key Benefits of Ad Manager
- How to Set Up Ad Manager
- Frequently Asked Questions
What is Ad Manager?
Ad Manager brings Facebook, Instagram, Google, and LinkedIn Ads together into one easy-to-use dashboard.
Instead of switching between different ad platforms, users can create campaigns, track performance, and optimize results — directly within Chat To Clients CRM. This saves time, reduces complexity, and makes professional advertising accessible for businesses of all sizes.
Ad Manager enables both agencies and sub-accounts to run high-performing campaigns and analyze performance without leaving the Chat To Clients CRM platform.
Supported Platforms and Campaign Types
Ad Manager supports multiple platforms and ad types. The table below outlines what objectives and formats are available on each platform.
Platform | Campaign Objectives | Ad Formats Supported |
|---|---|---|
Meta (Facebook & Instagram) | Lead Generation, Website Traffic, Engagement, Sales | Single Image, Video, Carousel (up to 10), Lead Forms, Conversation Forms |
Google Ads | Search Campaigns, Demand Generation (coming soon) | Search Ads, Image, Video, Carousel (Demand Gen) |
LinkedIn Ads | Lead Generation, Website Visits | Single Image, Video, Carousel, Lead Forms |
Key Benefits of Ad Manager
Ad Manager provides powerful advantages for both agencies and sub-accounts by simplifying campaign execution, improving transparency, and enabling measurable results.
- All-in-One Advertising: Manage campaigns across Facebook, Instagram, Google, and LinkedIn from a single dashboard.
- Time-Saving Workflows: Guided setup helps users launch ads quickly and efficiently.
- Simplified Targeting: Reach the right audience through goal-based campaign objectives.
- Clear ROI: Gain instant visibility into ad performance, spend, and conversion metrics.
- Outcome-Focused: Run lead generation, traffic, or conversion campaigns that drive tangible business results.
- Operational Efficiency for Agencies: Manage multiple clients’ campaigns seamlessly.
- Resell Opportunity: Agencies can monetize Ad Manager access by offering it to sub-accounts as a value-added service.
Pricing & Access
Ad Manager is available free for agencies, giving them flexibility to resell access to sub-accounts and create new revenue opportunities.
Key Details
- Agencies: Ad Manager access is included at no cost.
- Sub-Accounts: Agencies can choose to resell access and set their own pricing.
- Profit Control: Whatever price the agency sets becomes its profit — Chat To Clients CRM’s base cost is always $0.
Agencies can manage Ad Manager availability and pricing in three places:
- Agency → Reselling Tab – Define default pricing for all sub-accounts.
- Sub-Account → Reselling Tab – Set or override pricing individually.
- SaaS Configurator → Features Tab – Include Ad Manager as part of a SaaS plan.
How to Set Up Ad Manager
Follow these steps to set up Ad Manager and start running campaigns:
Access Ad Manager:
From your Chat To Clients CRM dashboard, navigate to Marketing → Ad Manager.
Connect Ad Accounts:
Click Connect Accounts and follow the prompts to link your Facebook, Instagram, Google, or LinkedIn Ads account.
Set Permissions
Ensure correct permissions are granted for creating and managing campaigns.
Create a Campaign
Choose the platform (Facebook, Instagram, Google, or LinkedIn). Define your campaign objective (e.g., Awareness, Traffic, Conversions, or Lead Generation). Set audience targeting, budget, and schedule.
Monitor Results
Track performance metrics such as impressions, clicks, conversions, and spend in the Ad Manager dashboard.
Frequently Asked Questions
Q: Do agencies pay for Ad Manager?
No. Agencies get free access to Ad Manager. They may choose to resell it to sub-accounts.
Q: What platforms are supported in Ad Manager?
Currently supported platforms are Facebook, Instagram, Google, and LinkedIn Ads.
Q: Can agencies set their own pricing for sub-accounts?
Yes. Agencies can define pricing in the Reselling tab, Sub-Account Reselling tab, or SaaS Configurator.
Q: Where can sub-accounts see their reports?
All performance reports are available within the Ad Manager dashboard in real-time.
Q: Do sub-accounts provide their own ad budgets?
Yes. Each sub-account is responsible for its own ad spend budget.