HOW SALE2X WORKS

Connect your tools. Bring your workflow together.

Set up your workspace, launch Meta campaigns, and manage the conversations that follow. Here’s how your team gets started with Sale2x.

Get startedExplore the steps
STEP 01 — CONNECT

Connect the accounts you use.

Link the supported Meta advertising and messaging accounts your business uses. Connect Shopify too if your team needs customer and order information alongside conversations.

Available connections depend on your account access and each platform’s requirements.

What you’ll have

Your connected accounts available in one workspace.

Account connectionsAdd an image of the integrations or connected-accounts screen.
STEP 02 — PREPARE

Prepare your team and AI assistant.

Set up team access and lead ownership. If you use AI assistance, add your business information and response instructions so the assistant has the context it needs.

What you’ll have

A workspace ready for your team’s conversations and follow-ups.

Workspace and assistant setupAdd an image of team settings or AI assistant configuration.
STEP 03 — LAUNCH

Build and launch your campaign.

Choose your campaign objective, define the audience and budget, and prepare your ads. Use AI assistance for copy or work manually, then review your setup before submitting it.

Campaign delivery depends on Meta’s review and your account status.

What you’ll have

A campaign submitted to Meta for review.

Campaign creationAdd an image showing campaign, ad set, and ad setup.
STEP 04 — FOLLOW UP

Turn inquiries into clear next steps.

Handle messages from connected channels, assign conversations to your team, and track leads in your pipeline. Keep their history and next follow-up together as the conversation develops.

What you’ll have

A clear owner, lead stage, and next action.

Conversation and lead follow-upAdd an inbox or pipeline image showing ownership and follow-up.

A little preparation makes setup easier.

Have these details ready for the parts of Sale2x you plan to use.

Account access

Access to the advertising, messaging, and store accounts you want to connect.

Business information

Your products or services, common questions, and response guidance if you plan to use AI assistance.

Team responsibilities

Who will manage campaigns, reply to conversations, and follow up with leads.

GETTING STARTED

Questions before you get started?

Practical answers about integrations, requirements, and how your team begins.

Talk with our team
No. Start with the supported accounts relevant to your workflow. You can review the other available connections as your needs grow.

Ready to bring your workflow together?

Create your Sale2x account, or talk to the team about the setup your business needs.

Get startedTalk to the team