Social media marketing workflow for Tallyfy

Move Facebook ads from brief to live without chaos

Facebook ad creation involves copywriters, designers, internal reviewers, and client sign-off. Without clear handoffs, ads miss deadlines or launch with errors. This workflow coordinates everyone from creative brief through launch day.

15 steps

9 automations

Import into Tallyfy Preview steps

Sales SocialMedia

Run this workflow in Tallyfy

Import this template into Tallyfy and assign your social media manager, graphic designer, and internal reviewer to their specific steps

Use Tallyfy's form fields to capture objective type, audience info, budget, and ad format so each team member has what they need to do their part

Track ad progress through all 15 steps in Tallyfy's real-time view, including internal approval notes and client feedback before anything goes live

Import this template into Tallyfy

Process steps

Start Ad Creative Doc (Social Media Manager)

6 hours from previous step

task

Input information/requirements for this ad. Cilent Name: {{client-name-554742}} Ad Date: {{tentative-ad-date-2055690}}

Form fields in this step

Objective

Objective Type

Audience Information

Where do you want to run the ad?

Budget

Format

Upload reference document if any

Write Ad Copy (Social Media Manager)

2 days from previous step

task

Client Name: {{client-name-554742}} Objective: {{objective-7643597}} Audience Information: {{audience-information-7643592}} Ad Type: {{format-7643595}} Reference Documents: {{upload-reference-document-if-any-7643593}}

Form fields in this step

Upload draft file here

Create Ad Graphics (Graphic Designer)

2 days from previous step

task

Upload/create images based on client's inputs. Client Name: {{client-name-554742}} Objective: {{objective-7643597}} Audience Information: {{audience-information-7643592}} Ad Type: {{format-7643595}} Reference Documents: {{upload-reference-document-if-any-7643593}}

Form fields in this step

Link to images

Optional: Upload file here

Review Ads (Internal Team Member)

2 days from previous step

task

Please review ad draft: Client: {{client-name-554742}} Objective: {{objective-7643597}} Ad Copy: {{upload-draft-file-here-7643583}} Ad Images: {{link-to-images-7643606}} If not approved, please add update "Notes" section

Form fields in this step

Approved?

Notes

Update Ad Draft based on approval notes

1 days from previous step

task

Approval notes: {{notes-7643590}}

Setup Ads in Facebook (Social Media Manager)

1 days from previous step

task

Client Name: {{client-name-554742}} Objective: {{objective-7643597}} Audience Information: {{audience-information-7643592}} Ad Type: {{format-7643595}} Ad Copy: {{upload-draft-file-here-7643583}} Ad Graphics: {{link-to-images-7643606}}

Send to Client for Review (Social Media Manager)

1 days from previous step

task

Insert email template here.

Form fields in this step

Client email id

Ads approved by Client? (Client)

2 days from previous step

task

If not approved, please add update "Notes" section

Form fields in this step

Approve ad?

Approval notes

Make changes requested by client

1 days from previous step

task

Changes requested as follows: {{approval-notes-2059391}}

Turn on Ads (Social Media Manager)

1 days from previous step

task

Turn Ads on as per schedule

Define campaign objective

1 day from previous step

task

What do you actually want this ad to accomplish? Brand awareness, traffic, leads, sales, app installs? Facebook optimizes differently based on your goal, so picking the wrong objective wastes your budget. Be specific - "get more sales" is better than "increase awareness" if you are actually trying to drive revenue.

Set target audience

1 day from previous step

task

Who are you trying to reach? Define demographics, interests, behaviors, and custom audiences. Use lookalike audiences based on your best customers if you have the data. Narrow enough to be relevant but not so narrow you can not scale. Test different audiences to see who responds best.

Create ad creative

1 day from previous step

task

Design visuals and write copy that stops the scroll. Hook them in the first three seconds. Use high-contrast images, clear value props, and strong calls to action. Create multiple variations to test - what you think works often does not match what actually performs. Keep text on images under 20% or Facebook limits your reach.

Configure budget and schedule

1 day from previous step

task

Set daily or lifetime budget based on your goals. Start small to test, then scale what works. Choose automatic or manual bidding - automatic is usually fine unless you really know what you are doing. Schedule ads for peak engagement times if you have the data. Leave room in the budget for testing.

Review and launch

1 day from previous step

task

Double-check everything before clicking publish. Preview on mobile and desktop - most traffic is mobile. Verify your tracking pixel is firing correctly. Check landing page load speed and make sure it matches the ad promise. Submit for review - Facebook usually approves within 24 hours but can take longer for certain categories.