Setting Up Message for CTX Templates in PRO

Setting up message templates effectively in PRO can simplify ad campaigns, enhance consistency, and improve the client experience. Here’s a high-level guide for working through this process, from gaining page access to template selection.

Step 1: Get Access to Client's Page and Ads Manager

The first step in creating message templates in PRO is to get access to the client's page with Ads Manager permissions. This allows seamless integration of the templates and ensures consistency across the client's ad campaigns.

Having access to both the client's page and Ads Manager with advertising permissions is crucial for setting up templates accurately. Without these permissions, the ad campaigns can't be configured to utilize the message templates effectively.

Step 2: Creating Modules and Message Templates in PRO

Once access is secured, the next step is to create the necessary message modules or templates within PRO. These templates are designed to fit the campaign goals and client requirements and will later be linked with Ads Manager to streamline the ad setup process.

Why Use PRO for Template Creation?

Creating message templates directly in PRO ensures that messages are consistent across all ads and aligned with the client's goals. This also minimizes the chance of errors and optimizes the efficiency of ad setup for both the client and our team.

Step 3: Directing Clients on Ad Setup

After creating the necessary message templates, it's time to guide the client on the ad setup process. Instead of the client creating message templates directly in Ads Manager, we recommend they use the pre-built templates in PRO.

Key Points for Clients

1. Use Our Template: We ask clients to use the pre-configured template in Ads Manager rather than creating their own. This step ensures that all ads have a unified message and follow the designed flow.

2. Template Name: We provide the client with the name of the template to use, eliminating confusion and simplifying the setup process for them.

Step 4: Selecting the Partner App in Ads Manager

When setting up ads in Ads Manager, the client should select "Partner App" as the source instead of manually configuring the message. This choice directs the ad to use PRO’s message templates.

• Select Partner App: This option can be found under the setup section in Ads Manager.
  
  
• Choose the Flow: The client will select the flow and appropriate dropdowns until they reach the pre-configured message template.
  
  
  

Final Steps

Once the client completes the above steps, the PRO-created message templates will be active within their Ads Manager campaign. This setup streamlines the process, ensuring consistency across all customer interactions.

Upon finalizing the message template, clients must proceed to extract ad preview links to facilitate quality checks and campaign validation. This step is crucial in ensuring that all campaign elements are accurately rendered and aligned with the intended messaging prior to full deployment. Here are the steps to extract the preview links.