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Ad Templates

Ad Templates let you save and reuse ad components such as Primary Texts, Headlines or URLs to speed up your launch process and reduce manual errors.

Creating a New Template

Click + New Ad Template to open the creation window.

You’ll need to define:

  • Template Name

  • Ad Platform (Meta by default)

  • Ad Account (optional — toggle Account-specific template ON or OFF)

  • Attributes to include — select one or more from the dropdown list (15+ options available)

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Why use Ad Templates?
Ad Templates are ideal for teams managing multiple brands, recurring campaigns, or A/B tests. They help standardize ad setups, reduce copy-paste mistakes, and ensure consistent messaging across launches.

Selecting Attributes

In the attributes dropdown (15+ options), you can include one or more creative elements, such as:

  • Primary Texts

  • Headlines

  • Descriptions

  • URL Params

  • Destination URL

  • Product Set ID

  • Leadgen Form ID

The Account-specific template toggle limits visibility to that ad account only.
Turn it off if you want to reuse the same template across multiple ad accounts.

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Once attributes are selected, each section expands to let you add values (for example, multiple Primary Texts).
These will be saved and automatically reusable in future campaigns.

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When ready, click Create Template to save.
✅ Your new template will appear in the main Ad Templates list.

Accessing and Filtering Templates

All existing templates can be found under Launch → Ad Templates in the left-hand navigation panel.

On the Ad Templates page, you can:

  • Filter templates by ad account

  • Search templates by name

  • Create a new template using the + New Ad Template button

You can Edit, Duplicate, or Delete any template directly from the Ad Templates list using the icons in the Actions column.

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Best practices

  • Keep naming consistent across templates (e.g. “Black Friday 2025 Headlines”)

  • Review templates quarterly to remove outdated creatives

  • Use shared (non-account-specific) templates for global campaigns

  • Combine templates with the Bulk Apply action to quickly update large sheets

Creating a Template from an Existing Ad

You can also create templates directly from existing ads in a Launch Sheet.
Click the Create Template from Item icon in the Actions column to save that ad’s creative fields as a new reusable template.

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Applying a Template

To apply a saved template, select one or multiple ads in your sheet and go to Bulk Actions → Apply Template.

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Choose a template from the dropdown.
You’ll see a Template Preview showing which attributes will be applied.
You can also Edit, Duplicate, or Delete the template directly from this window.

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