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Your First 7 Days: Brand Setup Checklist

This checklist walks you through everything you need to do during your 7-day trial so you’re fully set up and ready to launch the moment you subscribe.

Who this is for

Brands and solo advertisers on any plan. If you’re an agency managing multiple clients, see: Your first 7 days: agency setup checklist.

Before you begin

  • Have your website URL ready. The platform scans it to populate your brand info, logo, colors, and products.
  • Know which ad platform you want to run ads on first (Meta, Google, or TikTok are the most common).
  • Make sure you have admin access to your ad account. See: What to prepare before connecting accounts.

Days 0–1: Create your workspace and scan your brand

  1. Sign up and create your account.
  2. Open the Brands tab and connect your Ad Account.
  3. Enter your website URL when prompted. The platform scans your site and populates your logo, brand colors, industry, and products automatically.
  4. Review the results in your brand context settings. Add or edit anything the scan missed.

✨ Aha moment: Your brand info, logo, and products appear in seconds — no manual entry needed.

 

Helpful article: Set up brand context to supercharge AI results

Days 2–3: Connect your ad account

  1. Go to your workspace settings and select the ad platform you want to connect (Meta, Google, or TikTok).
  2. Follow the prompts to log in and grant the required permissions.
  3. Select the specific ad account and page (for Meta) you want to use.
  4. Once connected, any existing campaigns from that ad account are imported automatically.

✨ Aha moment: Your existing campaigns appear in your workspace as soon as you connect. No manual importing.

 

Helpful articles: Connect Meta (Facebook & Instagram) | Connect Google | Connect TikTok

Stuck? Fix common permission and access errors

Days 4–5: Draft your first campaign with AI

  1. Go to the Campaigns tab and start a new campaign.
  2. Choose a campaign goal. Not sure which one? See: Choose the right campaign goal.
  3. Describe what you’re advertising in a few words. The AI uses your brand context plus this description to generate a full campaign draft — including ad copy and creative.
  4. Review the generated draft. Edit the copy, swap out images, or adjust targeting and budget as needed.

✨ Aha moment: A full campaign draft — copy, creative, targeting — generated from a short description in seconds.

 

During the trial, you can draft and preview campaigns but not publish them. Publishing unlocks when you subscribe.

Helpful articles: Launch your first campaign | Generate ad images with AI | How much should I spend on ads?

Days 6–7: Review your plan and get ready to launch

  1. Review what’s included in your plan. See: Understand your plan and what’s included.
  2. Confirm your campaign draft is ready: correct goal, targeting, budget, and creative.
  3. Subscribe to unlock publishing. Once you’re on a paid plan, you can launch your drafted campaign immediately.

At this point your entire setup — brand, account connection, campaign draft — is done. What would normally take hours in native ad platforms took minutes here.

What unlocks after you subscribe

  • Publish and launch live campaigns.
  • See real ad performance data, spend, and KPIs.
  • Enable AI optimization tools like Optimize for Me and the Budget Optimizer (Plus plan and above).
  • Generate unlimited AI creatives and explore advanced features.

Related articles

  • Launch your first campaign
  • Set up brand context to supercharge AI results
  • Read your ad spend and KPIs