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Social Media Advertising: A Step-by-Step Guide to Paid Campaigns

  • Writer: Jonathan Eyres
    Jonathan Eyres
  • Jul 22
  • 2 min read

Updated: Jul 25

A man at a desk works on a computer displaying analytics. Text overlay reads "Social Media Advertising: A Step-by-Step Guide to Paid Campaigns."

Organic reach can only take you so far. When you're ready to scale your brand's visibility and drive results faster, social media advertising is the next logical step. Whether you're looking to generate leads, sell products, or grow awareness, paid social offers precision targeting and measurable ROI—if done right.


Here’s a step-by-step guide to help you build and launch a successful social media ad campaign.


Step 1: Define Your Social Media Advertising Objective

Start with the end in mind. Choose a campaign goal that matches your business needs:

  • Brand awareness

  • Website traffic

  • Lead generation

  • Sales/conversions

  • App installs


Your goal will determine how platforms optimize delivery and which formats are available.


Step 2: Know Your Audience

  • Use existing data from Google Analytics, your CRM, or social insights

  • Create buyer personas to guide messaging and targeting

  • Consider retargeting warm audiences (website visitors, email subscribers) to increase conversion rates


Step 3: Choose the Right Platform

Different platforms excel at different objectives:

  • Facebook/Instagram: Great for B2C, visual products, local businesses

  • LinkedIn: Ideal for B2B, professional services, and high-ticket offers

  • TikTok: Perfect for brand awareness and younger demographics

  • Pinterest: High intent users searching for inspiration (DIY, home, fashion)

  • YouTube: Excellent for education, product demos, and storytelling

  • Google Search: Best for capturing high-intent users actively searching for specific solutions or services

    Person in a blue shirt holding a smartphone showing a Google search for "marble and tile near me." Image has a tech-focused atmosphere.

Step 4: Set Your Budget & Bidding Strategy

  • Determine your total budget (daily or lifetime)

  • Choose between manual or automatic bidding

  • Start small and scale based on performance (test with $10–$25/day per ad set)


Step 5: Build Your Creative

Your ad creative should:

  • Match your audience’s intent and stage in the funnel

  • Use attention-grabbing visuals or video

  • Include a clear call-to-action (CTA)

  • Be optimized for mobile viewing


Types of ads:

  • Static image ads

  • Carousel ads

  • Short-form video (Reels, Stories, TikTok)

  • Lead gen forms

  • Dynamic product ads


Step 6: Write High-Converting Copy

  • Focus on value, not just features

  • Use social proof, urgency, or curiosity where appropriate

  • Align your copy with the visuals and CTA

  • A/B test multiple variations to see what resonates


Step 7: Launch & Monitor

  • Double-check tracking (Meta Pixel, LinkedIn Insight Tag, etc.)

  • Set your campaign live and monitor key metrics:

    • CTR (click-through rate)

    • CPC (cost per click)

    • CPM (cost per 1,000 impressions)

    • ROAS (return on ad spend)


Step 8: Analyze & Optimize

  • Pause underperforming ads

  • Allocate budget to top performers

  • Test new creatives, audiences, and placements

  • Look for patterns in what’s working (time of day, copy, visuals, etc.)


Final Thoughts

Paid social isn’t about throwing money at a problem—it’s about using data, strategy, and creativity to meet your audience where they are. When paired with a strong organic presence, social ads become a powerful growth lever.


Next Up: We’ll dive into Google Ads vs. Facebook Ads: Which One Is Best for You? to help you allocate your digital budget wisely.


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