Meta ads guide coverCampaign hierarchy, objectives & setup
CampaignsHow to Create Meta Ads: A Step-by-Step Guide
How Meta ad campaigns are structured and how to create one — objective, audience, budget, and creative.
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Clear guidance.
More confident next steps.
Explore practical guidance for setting up Sale2x, managing campaigns, and keeping customer conversations and follow-ups organized.
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Your first steps with Sale2x.
Understand how to connect your accounts, prepare your workspace, launch a campaign, and manage the inquiries that follow.
Getting-started guide coverAccount setup, campaign launch & lead follow-up
Find guidance for your workflow.
Explore in-depth guides and upcoming playbooks to make your setup, advertising, and customer conversations seamless.
Meta CAPI guide coverServer-side events & signal delivery
IntegrationsWhat Is Meta Conversions API (CAPI) and How Does It Work?
A plain-language explanation of Meta CAPI, why advertisers use it, and how server-side events work.
WhatsApp CRM guide coverCustomer messaging & lead management
InboxWhatsApp Business API & CRM: Managing Leads, Conversations & Templates
How WhatsApp Business API works, what a WhatsApp CRM does, and how message templates get approved.
Account preparation coverAccess requirements & credentials
Getting startedWhat to prepare before connecting your accounts.
Organize the account access, business information, and team responsibilities you’ll need for setup.
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Campaign structure coverThree-tier Meta advertising architecture
CampaignsUnderstand campaigns, ad sets, and ads.
See how the three levels work together when planning your Meta advertising setup.
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Conversation routine coverTeam assignment & inbox workflow
InboxKeep customer conversations organized.
Build a clear routine for assigning conversations, reviewing context, and handing work between teammates.
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Follow-up pipeline coverLead stages, owner assignment & cadence
Lead managementBuild a follow-up routine your team can use.
Keep lead stages, ownership, and next actions clear as inquiries move through your pipeline.
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AI prompt guidance coverBusiness context & human handoff rules
AI assistancePrepare useful instructions for your AI assistant.
Organize business information, common questions, and guidance for when a person should take over.
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Lead feedback signals coverDownstream optimization & CRM status signals
IntegrationsUnderstand lead feedback to Meta.
Explore the purpose of supported qualification and customer-status signals after an inquiry arrives.
Coming soon
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