Before you launch
Make sure your workspace has the right brand identity, connected Meta account, and the CRM destinations you want ready for handoff if you are launching a Meta Lead Form campaign.
If Meta assets or CRM connections are missing, finish that setup first so you do not need to stop mid-launch.
The launch flow
Launch starts from a template and moves through the setup flow for that specific campaign. You will review the campaign structure, preview the creative direction, and confirm any account-linked details before the campaign goes live.
- 1Open the template you want to use.
- 2Create a new campaign from that template.
- 3Review campaign details and preview content.
- 4Confirm the ad type and response path.
- 5Connect or confirm required Meta assets.
- 6Publish the campaign.
What happens after publish
After publish, the campaign moves into the campaign management and performance part of the workflow. You can review its state, see recent activity, and monitor reporting from the Performance area.
For Lead Form campaigns, SideKick can also begin capturing and handing off leads to your connected CRM destinations as new submissions arrive.