Original Question:

John Booker asked us:
“How do I upload Facebook Ads generated prior to integration?”

Answer:

If you created Facebook Ads before integrating with Agent CRM, you will need to upload them manually to Facebook Ads Manager. Here’s how:

Uploading Existing Ads to Facebook Ads Manager

  1. Log into Facebook Ads Manager
  2. Locate Your Existing Ads
    • If your ads were already published, they should appear under the appropriate campaign in Ads Manager.
  3. Manually Import or Recreate the Ad
    • If the ad does not appear, recreate it using the same images, text, and targeting settings.
    • Upload the ad files and save the campaign.
  4. Integrate Facebook with Agent CRM
    • To automatically sync new Facebook leads into Agent CRM, follow the Facebook integration guide in the Agent CRM Training Course at Branning Library.

Once your Facebook Ads are integrated, all new leads will be captured directly inside Agent CRM, streamlining your follow-up process.

Launching Ads That Work Inside Agent CRM

To maximize results with Facebook Ads, use Agent CRM’s Ad Base feature to create high-performing campaigns. Here’s a quick guide to launching ads that generate leads efficiently:

  1. Set Up Your Ad Campaign
    • Choose your product focus (Medicare, IUL, etc.).
    • Use pre-tested ad templates for strong visuals and high conversion rates.
    • Set a budget (start with $20/day and allow Facebook time to optimize).
  2. Create a Lead Form
    • Capture Name, Phone, and Email directly on Facebook.
    • Keep it simple to reduce drop-offs.
    • Link your privacy policy (included with Agent CRM).
  3. Define Your Target Audience
    • Set your location based on all states you’re licensed in.
    • Keep the audience broad (aim for at least 1 million people).
  4. Launch and Monitor Your Ad
    • Double-check text, media, and targeting before launching.
    • Join weekly ad review sessions to analyze key metrics like cost per lead and conversion rates.

For a detailed breakdown of ad setup, optimization tips, and expert insights, visit our full blog:
👉 Ads Crash Course for Insurance Agents

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

Unlocking AI’s Power for Insurance Agents


Facebook, Software

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