Filmtime Digital Welcome Pack

Welcome to Filmtime Digital!

We’re thrilled to have you on board and look forward to working together to achieve your digital marketing goals. This welcome pack contains all the information you need to get started with your ad campaigns. Each section outlines important steps and what to expect along the way.

Your Client Portal

To ensure smooth communication and collaboration, we’ll be using Basecamp as your client portal. This platform helps us keep everything organized, from file sharing and task assignments to approvals and project updates. Here’s a quick guide to help you get acquainted with Basecamp.

  1. Accessing Your Client Portal:
    You will receive an email invitation to join our Basecamp project. Click the link in the invitation to create your account and get started.
  2. Navigating Your Client Portal:
    Once logged in, you’ll see the project dashboard. We have enabled specific features to streamline our collaboration:
  • Client Campfire: This is our dedicated space for all communications. Use the Client Campfire to ask questions, discuss updates, and stay in touch with our team in real-time.
  • Docs & Files: A centralised place for all project-related documents and files. You can upload, review, and download important files here.
  1. Communication and Updates:
  • Client Campfire: Use the Client Campfire for all project communications. This ensures that all conversations are in one place, making it easier to keep track of discussions and updates.
  • File Sharing: Upload any necessary documents or files to the Docs & Files section. This ensures everyone has access to the latest versions and can collaborate efficiently.
  1. Approvals:
    We’ll use Basecamp to manage all approvals. When we need your feedback or approval on a task or document, you’ll receive a notification in the Client Campfire. Please review and respond promptly to keep the project moving smoothly.
  2. Getting Help:
    If you need help navigating Basecamp, here is a helpful Basecamp guide that provides an overview of its features.

We’re here to support you every step of the way. If you have any questions or need assistance with your client portal, feel free to reach out to your project manager or contact our support team.

If you have any questions at any point, please don’t hesitate to reach out to us. We’re here to help!


Step 1: Account Setup

To begin, please ensure that all necessary accounts are set up and configured correctly.

  • Meta Business Manager Account: If you haven’t already, please create and set up a Meta Business Manager account. This platform will be the central hub for managing your Meta (Facebook and Instagram) ad campaigns, assets, and permissions. Meta Business Manager setup guide.

Step 2: Access and Permissions

For us to effectively manage your ad campaigns, we need access to certain assets in your Meta Business Manager account.

Here’s how to add us as a partner:

  • Log in to Meta Business Manager and go to “Business Settings.”
  • In the left-hand menu, select “Partners.”
  • Click “Add” and enter our Business Manager ID: 2118419088211934.
  • Assign the following assets and roles:
  • Ad Account: Admin access for managing campaigns and billing. This allows us to set up and optimise your ad campaigns and manage the budget effectively.
  • Facebook Page: Editor access for posting and managing ads. This enables us to create and manage posts and ads on your Facebook page.
  • Instagram Account: Admin access for posting and managing ads. This ensures we can integrate your Instagram profile with your ad campaigns.
  • Pixel: Admin access for tracking and custom conversions. The Meta Pixel is crucial for tracking user interactions on your website and optimising ads based on real user behaviour.
  • Catalogue: Admin access if applicable for dynamic ads. If you have an e-commerce store, product catalogues are used to create dynamic ads that showcase your products.

Ensuring we have the correct access levels is vital for us to manage and optimise your campaigns effectively.

NB: To set up your advanced settings for Meta, Google, TikTok, Snapchat, Pinterest, Shopify and other platforms, click here for step by step guidance.

Step 3: Branding and Creative Assets

To create compelling and on-brand ads, we need the following from you:

  • Branding Guidelines: Please provide us with your branding guidelines, including fonts, colours, and design preferences. This helps ensure that all creative content is consistent with your brand identity.You can upload all of your assets or links to them into your client portal so that we have one centralised location for all your files and assets.
  • Logos and Images: High-resolution versions of your logos and any marketing images you have. These will be used in your ad creatives.
  • Video Assets: If you have existing video content, please share it with us. Videos are highly engaging and can significantly boost the performance of your ads.
  • Design Templates: If you have any specific creative assets or design templates used previously, please provide these as well.

Having these assets allows us to create high-quality ads that resonate with your target audience and maintain brand consistency.

Step 4: Audience and Targeting

Defining your target audience is crucial for the success of your ad campaigns. Here’s what we need:

  • Customer List: Please provide a CSV file of your customer list, you only need to provide a list with email addresses. This helps us build lookalike audiences on Meta, which can target users similar to your existing customers.
  • Ideal Customer Profile: We have a detailed questionnaire that helps us understand your ideal customer. This includes demographics (age, gender, location), interests (hobbies, preferences), and behaviours (online shopping habits, engagement with ads). By understanding your ideal customer, we can tailor your ads to reach the right people. Please complete it if you haven’t already. You can find a link to it here:
  • Competitor Analysis: Provide a list of your key competitors. Knowing who your competitors are and how they position themselves helps us refine our targeting strategies and differentiate your brand in the market.

Sharing this information allows us to create highly targeted and effective ad campaigns that reach the right audience.

Step 5: Website and Tracking

To track performance accurately, please follow these steps:

  • Meta Pixel Installation: Ensure the Meta Pixel is installed on your website. This small piece of code tracks user interactions on your site, such as visits, purchases, and sign-ups. Proper installation is crucial for measuring the effectiveness of your ads. Installation instructions.
  • Conversion Tracking: Define what constitutes a successful conversion for your business. This could be a purchase, a sign-up, a lead, or any other action that is valuable to you. We will set up custom conversions in Meta Events Manager to track these actions accurately.
  • Google Tag Manager: If you’re using Google Tag Manager, integrating the Meta Pixel can make management easier. This allows you to manage all your tags in one place and simplifies the process of updating and tracking tags. Adding us to Google Tag Manager also ensures we can make necessary updates quickly.

Click to view Integration instructions.

Click to view how to Grant access to Google Tag Manager.

Proper tracking ensures we can measure the success of your campaigns and make data-driven decisions to optimise performance.

Step 6: Ad Account Audit and Setup

Before launching your campaigns, we will:

  • Ad Account Audit: Conduct a comprehensive audit of your ad account to identify any potential issues or areas for improvement. This includes reviewing campaign structures, targeting settings, ad creatives, and more. An audit ensures that your account is in optimal condition for launching new campaigns.
  • Verify Payment Information: Please ensure your payment information is up to date in your ad account. Accurate billing information is essential to prevent any disruptions in your ad campaigns. Verify payment information.

Ensuring your ad account is properly audited and set up helps us start your campaigns on a strong foundation.

Step 7: Content Creation

Here’s what to expect during content creation:

  • Ad Copy and Creative Brief: We will draft initial ad copy and a creative brief based on your goals and branding guidelines. This includes headlines, primary text, and descriptions. Once the draft is ready, we’ll share it with you for your feedback and approval. Your input is crucial to ensure the content reflects your brand’s voice and messaging.
  • Image Provision: It’s essential that you provide the images for your campaigns. High-quality, relevant images significantly impact the effectiveness of ads. If you need assistance with image creation or design services, we can provide these for an additional fee. However, the initial responsibility for providing images lies with you. Providing the necessary images will help us create visually appealing and effective ads.
  • Content Calendar: Please share any specific content calendars, key dates, and important events with us. This will help us align our ad campaigns with your overall marketing strategy. Having this information ensures we can schedule your campaigns effectively and make the most of key moments for your business.
  • Approval Workflow: To make the process smooth and efficient, we have a clear approval workflow. This means you’ll have the opportunity to review and provide feedback on all content before it goes live. Rest assured, nothing will be published without your approval. We want to ensure you’re fully satisfied with the content and strategy. If you delay the approval process your campaign launch date will be delayed.

We’re excited to collaborate with you on this and create ads that drive great results.

Step 8: Campaign Launch

When your campaign goes live, here’s what will happen:

  • Launch: We will launch the approved ad campaigns across the specified platforms. Your ads will begin reaching your target audience shortly after.
  • Initial Monitoring: During the first week, we will closely monitor the performance of your campaigns. This initial period is crucial for gathering data and ensuring that everything is running smoothly. We’ll be checking key metrics such as impressions, clicks, and conversions to ensure your ads are performing as expected.
  • Correcting Issues: If any anomalies or issues arise, we will be immediately notified, allowing us to take swift action to rectify them.
  • Ongoing Adjustments: Based on the initial performance data, we may make necessary adjustments to optimise your campaign. This could include tweaking targeting settings, adjusting bids, or refining ad creatives to improve results. Our goal is to ensure your campaign is delivering the best possible performance and achieving your marketing objectives.

By staying proactive and closely monitoring your campaign, we aim to deliver the best possible outcomes for your business.

Step 9: Reporting and Optimisation

Once your campaign is live, here’s what you can expect in terms of reporting and optimisation:

  • Regular Reporting: We will provide you with detailed reports on a regular basis each month, depending on your preference. These reports will include key metrics such as impressions, clicks, conversions, and overall performance. You’ll receive insights into how your ads are performing and any trends we’re observing. This will help you stay informed about the progress and effectiveness of your campaign.
  • Performance Analysis: We’ll conduct in-depth analyses of the campaign’s performance to identify what’s working well and where there might be opportunities for improvement. This analysis will help us understand audience behaviour, ad engagement, and conversion rates, allowing us to make data-driven decisions.
  • Optimisation Strategy: Based on the performance data, we will continuously optimise your campaign to ensure it’s achieving the best possible results. This may involve adjusting targeting settings, tweaking ad creatives, refining bids, or reallocating budget. Our goal is to maximise your return on investment by enhancing the effectiveness of your ads and ensuring they reach the right audience.
  • Communication and Feedback: We’ll maintain open lines of communication with you throughout the campaign. Regular check-ins and updates will be scheduled to discuss performance, insights, and any recommended adjustments. Your feedback is essential to this process. We encourage you to share your thoughts and any specific goals or changes you’d like to see.

By staying proactive and closely monitoring your campaign, we aim to deliver the best possible outcomes for your business.

Step 10: Ongoing Communication

Maintaining open and regular communication is essential to ensure everything runs smoothly and we achieve the best results. Here’s what you can expect in terms of ongoing communication and support:

  • Regular Check-ins: We will schedule regular check-in calls to discuss your campaign’s performance, gather your feedback, and share any new updates. These sessions are an excellent opportunity to review progress, address any questions, and ensure we are aligned with your goals. During these calls, we’ll go over key metrics, discuss any necessary adjustments, and talk about upcoming strategies to keep your campaign on track.
  • Dedicated Support: Your satisfaction and success are our top priorities. To provide you with the best possible support, you’ll have direct access to your account manager through your client portal for any questions or assistance you may need. For urgent queries or immediate support, we offer a dedicated support channel through your client portal. This ensures you can reach us quickly and get the help you need without delay.
  • Ongoing Communication: We’ll maintain open lines of communication with you throughout the campaign. Whether you have a quick question, need clarification on a report, or want to discuss a new idea, feel free to reach out at any time. Our goal is to make sure you feel supported and informed at every step. Your feedback is invaluable in helping us refine our strategies and deliver the best results for your business.

By keeping in close contact and providing dedicated support, we aim to ensure a smooth and successful campaign experience for you.

Technical Document 

To set up your advanced settings for Meta, Google, TikTok, Snapchat, Pinterest, Shopify and other platforms, click here for step by step guidance.

Contact Information

If you have any questions or need assistance at any point, please contact: