How to Build a Multichannel B2B Retargeting Strategy (Step-By-Step)
With long sales cycles staying top of mind is half the battle when it comes to B2B.
In this blueprint you’ll learn how to build a multichannel B2B retargeting strategy across:
- Meta (Facebook & Instagram)
- X (Twitter)
- & YouTube
So you can stay omnipresent and convert users across channels.
I know you’re going to love it, let’s get started! ❤️
TABLE OF CONTENTS
- Recommended Channels
- Step 1: Confirm Your Remarketing Pixels are Installed
- Step 2: Create all possible retargeting segments by time frame
- Step 3: Adjust targeting and exclusion parameters
- Step 4: Align on retargeting content and offers
- Step 5: Build all Relevant Retargeting Campaigns
- B2B Retargeting FAQ
- Launch Checklist
- Conclusion & Free Courses
Recommended Channels:
- LinkedIn Ads
- Meta (Facebook & Instagram)
- X (Twitter)
- YouTube
Minimum Budget:
- $1,000/month (for 1 channel)
Recommended Targeting:
Step 1: Confirm Your Remarketing Pixels are Installed
This is a mandatory first step, and something that needs to be done first.
These pixels are how the ad platforms are able to track users activity and provide you the ability to remarket them with various campaigns and offers.
Even if you’re not planning to advertise soon on any channels, I HIGHLY recommend creating a free ad account and installing that platform pixel on your site to start building your remarketing pool.
Here’s what this will look like for each channel.
How to Install the LinkedIn Ads Pixel In 4 Steps
- Create a free LinkedIn Ads account
- Navigate to the “Analyze” → “Insight Tag” section
- Choose how to install your tag (recommend Google Tag Manager aka GTM)
- In Google Tag Manager, create a new tag type with LinkedIn Insight and fire on all pages
How to Install the Meta (Facebook & Instagram) Ads Pixel In 6 Steps
- Create a free Facebook Ads account
- In the Ads Manager navigate to “Events Manager” → “Connect Data Sources”
- Connect “Web” as a new data source and name your pixel (ex: Meta Pixel)
- Select your new pixel under “Data Sources” and navigate to “Overview” → “Setup Pixel”
- Choose how to install your pixel (recommend Google Tag Manager aka GTM)
- In Google Tag Manager, create a new tag type with Custom HTML and fire on all pages
How to Install the X (Twitter) Ads Pixel In 4 Steps
- Create a free X (Twitter) Ads account
- In the Ads Manager navigate to “Events Manager” → “Add Event Source”
- Install with “Pixel code” and allow 1st-party cookies
- In Google Tag Manager, create a new tag type with Custom HTM and fire on all pages
How to Install the Google Ads Pixel In 5 Steps
By installing the Google Ads pixel you’ll be able to remarket to website visitors on YouTube because Google owns YouTube and all campaigns are created in the same ads manager.
- Create a free Google Ads account
- In the Ads Manager navigate to “Audience Manager” → “Your Data Sources”
- Select “Google Ads Tag” → “Edit Source”
- Select “Tag Setup” recommend “Use Google Tag Manager” and copy your ID
- In Google Tag Manager, create a Google Ads Remarketing tag and fire on all pages
Once complete, confirm all pixels are installed correctly on your website with GTM Preview:
Remarketing audience size requirements for Meta, YouTube, LinkedIn & X (Twitter)
- Meta (Facebook & Instagram) = 1,000 audience members
- YouTube = 100 audience members
- LinkedIn = 300 audience members
- X (Twitter) = 100 audience members
Now that you’ve installed all the pixels for the platforms you’re interested in you’ll need to allow the pixels time to build your cookie pool to meet audience minimums.
I’ve seen it take 7-30+ days depending on monthly engagement or traffic volumes for the retargeting segment you’re trying to build (ex: website visits, video views, post engagement, etc..).
Step 2: Create all possible retargeting segments by time frame.
Once your remarketing audience has met minimums it’s time to build your segments.
This step will vary depending on how large your retargeting audience is.
In a perfect world we’ll want to create retargeting segments for the following timeframes:
The advantage of creating retargeting segments by time frame is:
✅ Easily see which cohort performs best
✅ Allocate more budget to the top performing time frame
✅ Align offers and messaging accordingly
Watch this video to better understand the thought process behind leveraging different remarketing segments by timeframes:
In addition to testing timeframes we want to combine as many relevant remarketing segments together in each cohort so we can scale up our overall audience size (more on this in Step 4).
Depending on the channel you’re advertising on, the available remarketing segments will vary.
Here are my go to choices for each channel below.
Top 10 LinkedIn Ads retargeting segments:
Top 9 Meta (Facebook & Instagram) Ads retargeting segments:
Top 5 X (Twitter) Ads retargeting segments:
Top 4 YouTube Ads retargeting segments:
Depending on your audience sizes you might not be able to use shorter timeframes.
If that’s the case, default to the next longest one:
For example:
❌30 days < 1,000 audience size? Try 90 days
❌90 days < 1,000 audience size? Try 180 days
❌180 days < 1,000 audience size? Hold off on remarketing until your audience sizes build
Build out each relevant remarketing combination for the channels you want to advertise on.
Step 3: Adjust targeting and exclusion parameters.
Equally important to who you’re targeting is who you exclude.
With all your retargeting segments created it’s clear who you’re going to target.
Now it’s time to get clear on who you’ll exclude for each cohort (e.g. 30, 90, 180 days).
Exclusion audiences allow you to remove users who aren’t a good fit for your targeting.
Here’s my go-to exclusions by channel.
Top 8 LinkedIn Ads Exclusion Audiences:
Top 9 Meta (Facebook & Instagram) Ads Exclusion Audiences:
Top 6 X (Twitter) Ads Exclusion Audiences:
Top 6 YouTube Ads Exclusion Audiences:
Feel free to remove and add the exclusions that make sense for your business and who you’re ultimately trying to reach with your retargeting campaigns.
By no means should you only use the ones I outlined above, some will make sense others won’t.
Once you’re clear on who you’ll exclude it’s time to align on content and offers.
Step 4: Align on retargeting content and offers.
Now that you’re clear on who you’ll target and exclude for each cohort. Let’s chat about what content and offers you’ll want to show them.
First things first, don’t make the mistake of only showing offers to people in your remarketing audience. This is the equivalent of following someone all day asking them to buy something.
This is what Corporate Bro has to say about that 😂
Recommended B2B Remarketing Budget Allocation:
Avoid leaving a bad impression and potentially hurting your brand by also adding content in the mix.
50% of your remarketing budget should go towards adding value to your audience, and 50% goes towards asking them to convert on something (ex: Demo, Trial, Event, etc…)
With this budget allocation you’re rotating offers and content equally to your remarketing cohorts (e.g. 30, 90, 180 days) and letting the users decide which asset they're interested in.
Which leads us to common remarketing mistakes you’ll want to avoid.
4 Common Mistakes to Avoid with Retargeting:
1. Only promoting offers
Avoid a pitch fest and split your remarketing budget 50/50 between content and offers as outlined above.
2. Retargeting on assumption instead of action
Don’t create these crazy retargeting flows where someone must do X then Y and finally you’ll give them Z. This kills your retargeting audience size and you’re assuming that you’ll be correct 3/3 times (idk about you but I’m not great at guessing).
Instead show them everything equally (content and offers) and then once they decide to click on an ad, watch a video etc… you can now create unique campaigns to remarket off that activity (now you’re no longer assuming they are interested).
3. Not using all available retargeting segments
Don’t rely on 1 segment alone like a website visitor segment. Instead combine multiple segments together with an OR statement in the same timeframe to scale up your overall retargeting audience so you have more flexibility to layer filters.
4. Failing to refresh creative to offset fatigue
There’s nothing worse than seeing the same ad 1,000 times. This can be easily avoided by creating a workflow to refresh your creatives on a monthly basis.
Just changing the creatives for the same offers and content will create a new experience for users and help offset ad fatigue.
Watch this video to learn more about how to monitor and overcome ad fatigue:
When we talk about remarketing content and offers equally – what exactly does that mean?
- White papers?
- Webinars?
- Tutorials?
- Demos?
- Trials?
The list goes on, and on…
There are 1,000s of offers and content you could potentially promote.
To help simplify and conceptualize this, here are 4 useful remarketing buckets inspired by Canberk Beker, Global Head of Paid Media at Cognism from episode 2 of Behind the Ads.
Recommended Remarketing Buckets by Timeframe:
B2B Retargeting Ad Examples:
Product Marketing
(Content that focuses on promoting the capabilities of your product)
Social Proof
(Leveraging others words and results in our ads)
Thought Leadership
(Content that educates your target audience and positions you as an expert)
Offers
(Any other type of ad where you’re asking your target audience to convert)
Armed with your content and offers by time frame there’s one last step to do.
Step 5: Build all Relevant Retargeting Campaigns.
After going through steps 1-4 you should be clear on:
- Which channels you’re going to advertise on
- What retargeting segments you’ll leverage
- Which exclusion audiences you’ll block
- What content/offers you’ll showcase
Let’s wrap up with how these campaigns should be built.
B2B Retargeting Campaign Structure:
Here’s what the retargeting campaign structure will look like at 10,000 feet:
Couple of important call outs:
Every campaign has its own unique timeframe and retargeting bucket.
This makes pacing, optimization, and reporting really easy.
All retargeting segments within the same timeframe are grouped together as an OR.
This allows you to scale your retargeting audience size overall within the cohort.
Combine segments together with OR not AND.
Naming conventions are clear and consistent from the campaign to ad level.
This allows you to easily find your campaigns and reporting on performance.
Here’s how to build these campaigns out for each channel.
How to Build LinkedIn Retargeting Campaigns:
Make sure to disable Audience Expansion and the LinkedIn Audience Network for all LinkedIn retargeting cohort campaigns.
This will prevent LinkedIn from serving your ads to people not in your retargeting audiences and outside of the LinkedIn platform.
Create the following campaigns in the LinkedIn Ads campaign manager across whichever timeframes are applicable for your account:
Cohort #1: 30-Day LinkedIn Retargeting
Campaign Name: {Location} | {Offer} | Remarketing (30D) | {Ad Type} | {Objective}
- EX: USA | PM Content | Remarketing (30D) | Image | Awareness
- EX: USA | Demo | Remarketing (30D) | Video | Conversions
- EX: USA | Social Proof | Remarketing (30D) | Carousel | Engagement
Recommended Objectives:
- Content focus = Brand Awareness, Engagement, Video Views
- Conversion focus = Lead Generation or Conversion
Recommended Daily Budget: $25-$100/day
Recommended Audiences (layer titles or function if possible):
- All website visitors (30D)
- All company page visitors (30D)
- All document interactions (30D)
- All past event attendees (30D)
- All lead gen form opens and submits (30D)
- All single-image ad interactions (30D)
- All 25-97% video viewers (30D)
- All closed lost contacts (30D)
Recommended Bid Strategies:
- Content focus = Maximize delivery
- Conversion focus = Manual CPC
Ads: Product marketing content, social proof, offers (ex: Demo, Trial)
Cohort #2: 90-Day LinkedIn Retargeting
Campaign Name: {Location} | {Offer} | Remarketing (90D) | {Ad Type} | {Objective}
- EX: USA | PM Content | Remarketing (90D) | Image | Awareness
- EX: USA | Demo | Remarketing (90D) | Video | Conversions
- EX: USA | Social Proof | Remarketing (90D) | Carousel | Engagement
- EX: USA | Thought Leadership | Remarketing (90D) | Image | Awareness
Recommended Objectives:
- Content focus = Brand Awareness, Engagement, Video Views
- Conversion focus = Lead Generation or Conversion
Recommended Daily Budget: $25-$100/day
Recommended Audiences (layer titles or function if possible):
- All website visitors (90D)
- All company page visitors (90D)
- All document interactions (90D)
- All past event attendees (90D)
- All lead gen form opens and submits (90D)
- All single-image ad interactions (90D)
- All 25-97% video viewers (90D)
- All closed lost contacts (90D)
Recommended Bid Strategies:
- Content focus = Maximize delivery
- Conversion focus = Manual CPC
Ads: Product marketing content, social proof, offers (ex: Demo, Trial), thought leadership
Cohort #3: 180-Day LinkedIn Retargeting
Campaign Name: {Location} | {Offer} | Remarketing (180D) | {Ad Type} | {Objective}
- EX: USA | PM Content | Remarketing (180D) | Image | Awareness
- EX: USA | Demo | Remarketing (180D) | Video | Conversions
- EX: USA | Social Proof | Remarketing (180D) | Carousel | Engagement
- EX: USA | Thought Leadership | Remarketing (180D) | Image | Awareness
Recommended Objectives:
- Content focus = Brand Awareness, Engagement, Video Views
- Conversion focus = Lead Generation or Conversion
Recommended Daily Budget: $25-$100/day
Recommended Audiences (layer titles or function if possible):
- All website visitors (180D)
- All company page visitors (180D)
- All document interactions (180D)
- All past event attendees (180D)
- All lead gen form opens and submits (180D)
- All single-image ad interactions (180D)
- All 25-97% video viewers (180D)
- All closed lost contacts (180D)
Recommended Bid Strategies:
- Content focus = Maximize delivery
- Conversion focus = Manual CPC
Ads: Product marketing content, social proof, offers (ex: Demo, Trial), thought leadership
Optional: 30-Day LinkedIn Offer Bouncers Campaign
If you have the audience size available creating an offer bouncer campaign that shows personalized creative to folks who visited your intent pages and didn’t convert is worth testing.
Campaign Name: {Location} | {Offer} | {Offer Name Bouncers} (30D) | {Ad Type} | {Objective}
- EX: USA | Demo | Demo Page Bouncers (30D) | Conversation | Lead Gen
Recommended Objectives:
- Conversion focus = Lead Generation or Conversion
Recommended Daily Budget: $25-$100/day
Recommended Audiences (layer titles or function if possible):
- All pricing, demo, trial, and case study bouncers
- All meeting no-shows
Recommended Bid Strategies:
- Conversion focus = Manual CPC
Ads: Offers
How to Build Meta (Facebook & Instagram) Retargeting Campaigns:
Highly recommend selecting manual placements of feeds and stories for Facebook & Instagram with creative in the correct dimensions to prevent your ads from appearing in the wrong formats.
Also don’t recommend delivering on the Audience Network or Video Feeds based on our past results, and make sure to not to run on Reels unless you have unique creative for that placement.
Always make sure your creative matches the placement it appears for.
Create the following campaigns in the Meta Ads campaign manager across whichever timeframes are applicable for your account:
Cohort #1: 30-Day Meta Retargeting
Campaign Name: {Location} | {Offer} | Remarketing (30D) | {Ad Type} | {Objective}
- EX: USA | PM Content | Remarketing (30D) | Image | Awareness
- EX: USA | Demo | Remarketing (30D) | Video | Sales
- EX: USA | Social Proof | Remarketing (30D) | Carousel | Traffic
Recommended Objectives:
- Content focus = Awareness, Traffic, Engagement
- Conversion focus = Leads or Sales
Recommended Daily Budget: $25-$100/day
Recommended Audiences:
- All website visitors (30D)
- All Facebook page visitors (30D)
- All Instagram page visitors (30D)
- All past event attendees (30D)
- All lead gen form opens and submits (30D)
- All 25-95% video viewers (30D)
- All closed lost contacts (30D)
Recommended Bid Strategies:
- Content focus = Maximize reach of ads, link clicks, engagement, or views
- Conversion focus = Maximize number of conversions or leads
Ads: Product marketing content, social proof, offers (ex: Demo, Trial)
Cohort #2: 90-Day Meta Retargeting
Campaign Name: {Location} | {Offer} | Remarketing (90D) | {Ad Type} | {Objective}
- EX: USA | PM Content | Remarketing (90D) | Image | Awareness
- EX: USA | Demo | Remarketing (90D) | Video | Sales
- EX: USA | Social Proof | Remarketing (90D) | Carousel | Traffic
- EX: USA | Thought Leadership | Remarketing (90D) | Image | Engagement
Recommended Objectives:
- Content focus = Awareness, Traffic, Engagement
- Conversion focus = Leads or Sales
Recommended Daily Budget: $25-$100/day
Recommended Audiences:
- All website visitors (90D)
- All Facebook page visitors (90D)
- All Instagram page visitors (90D)
- All past event attendees (90D)
- All lead gen form opens and submits (90D)
- All 25-95% video viewers (90D)
- All closed lost contacts (90D)
Recommended Bid Strategies:
- Content focus = Maximize reach of ads, link clicks, engagement, or views
- Conversion focus = Maximize number of conversions or leads
Ads: Product marketing content, social proof, offers (ex: Demo, Trial), thought leadership
Cohort #3: 180-Day Meta Retargeting
Campaign Name: {Location} | {Offer} | Remarketing (180D) | {Ad Type} | {Objective}
- EX: USA | PM Content | Remarketing (180D) | Image | Awareness
- EX: USA | Demo | Remarketing (180D) | Video | Sales
- EX: USA | Social Proof | Remarketing (180D) | Carousel | Traffic
- EX: USA | Thought Leadership | Remarketing (180D) | Image | Engagement
Recommended Objectives:
- Content focus = Awareness, Traffic, Engagement
- Conversion focus = Leads or Sales
Recommended Daily Budget: $25-$100/day
Recommended Audiences:
- All website visitors (180D)
- All Facebook page visitors (180D)
- All Instagram page visitors (180D)
- All past event attendees (180D)
- All lead gen form opens and submits (180D)
- All 25-95% video viewers (180D)
- All closed lost contacts (180D)
Recommended Bid Strategies:
- Content focus = Maximize reach of ads, link clicks, engagement, or views
- Conversion focus = Maximize number of conversions or leads
Ads: Product marketing content, social proof, offers (ex: Demo, Trial), thought leadership
Optional: 30-Day Meta Offer Bouncers Campaign
If you have the audience size available creating an offer bouncer campaign that shows personalized creative to folks who visited your intent pages and didn’t convert is worth testing.
Campaign Name: {Location} | {Offer} | {Offer Name Bouncers} (30D) | {Ad Type} | {Objective}
- EX: USA | Demo | Demo Page Bouncers (30D) | Image | Leads
Recommended Objectives:
- Conversion focus = Leads or Sales
Recommended Daily Budget: $25-$100/day
Recommended Audiences:
- All pricing, demo, trial, and case study bouncers
- All meeting no-shows
Recommended Bid Strategies:
- Conversion focus = Maximize number of conversions or leads
Ads: Offers
How to Build X (Twitter) Retargeting Campaigns:
With X (Twitter) we don’t have the ability to filter by time frame so we’ll create the following campaigns in the ads manager:
Cohort #1: All Time (Twitter) Retargeting
Campaign Name: {Location} | {Offer} | Remarketing (All Time) | {Ad Type} | {Objective}
- EX: USA | PM Content | Remarketing (All Time) | Image | Reach
- EX: USA | Demo | Remarketing (All Time) | Video | Conversions
- EX: USA | Social Proof | Remarketing (All Time) | Carousel | Engagement
- EX: USA | Thought Leadership | Remarketing (All Time) | Image | Reach
Recommended Objectives:
- Content focus = Reach, Video Views, Engagement, Website Traffic
- Conversion focus = Conversions or Keywords
Recommended Daily Budget: $25-$100/day
Recommended Audiences:
- All website visitors (All Time)
- All 50-100% video viewers (All Time)
- People who saw your tweets (All Time)
- Followers of your X (Twitter) profile (All Time)
Recommended Bid Strategies:
- Content or conversion focus = Autobid
Ads: Product marketing content, social proof, offers (ex: Demo, Trial), thought leadership
Optional: All Time X (Twitter) Offer Bouncers Campaign
If you have the audience size available creating an offer bouncer campaign that shows personalized creative to folks who visited your intent pages and didn’t convert is worth testing.
Campaign Name: {Location} | {Offer} | {Offer Name Bouncers} (All Time) | {Ad Type} | {Objective}
- EX: USA | Demo | Demo Page Bouncers (All Time) | Image | Conversions
Recommended Objectives:
- Conversion focus = Conversions or Keywords
Recommended Daily Budget: $25-$100/day
Recommended Audiences:
- All pricing, demo, trial, and case study bouncers
- All meeting no-shows
Recommended Bid Strategies:
- Content or conversion focus = Autobid
Ads: Offers
How to Build YouTube Retargeting Campaigns:
Create the following campaigns in the YouTube Ads campaign manager across whichever timeframes are applicable for your account:
Cohort #1: 30-Day YouTube Retargeting
Campaign Name: {Location} | {Offer} | Remarketing (30D) | {Ad Type} | {Objective}
- EX: USA | PM Content | Remarketing (30D) | In-Stream | Views
- EX: USA | Demo | Remarketing (30D) | In-Stream | Conversions
- EX: USA | Social Proof | Remarketing (30D) | In-Stream | Views
Recommended Objectives:
- Content focus = Get views
- Conversion focus = Drive conversions
Recommended Daily Budget: $25-$100/day
Recommended Audiences:
- All website visitors (30D)
- All YouTube video viewers (30D)
- All YouTube subscribers (30D)
Recommended Bid Strategies:
- Content focus = Max CPV
- Conversion focus = Maximize conversions
Ads: Product marketing content, social proof, offers (ex: Demo, Trial)
Cohort #2: 90-Day YouTube Retargeting
Campaign Name: {Location} | {Offer} | Remarketing (90D) | {Ad Type} | {Objective}
- EX: USA | PM Content | Remarketing (90D) | In-Stream | Views
- EX: USA | Demo | Remarketing (90D) | In-Stream | Conversions
- EX: USA | Social Proof | Remarketing (90D) | In-Stream | Views
- EX: USA | Thought Leadership | Remarketing (90D) | In-Stream | Views
Recommended Objectives:
- Content focus = Get views
- Conversion focus = Drive conversions
Recommended Daily Budget: $25-$100/day
Recommended Audiences:
- All website visitors (90D)
- All YouTube video viewers (90D)
- All YouTube subscribers (90D)
Recommended Bid Strategies:
- Content focus = Max CPV
- Conversion focus = Maximize conversions
Ads: Product marketing content, social proof, offers (ex: Demo, Trial), thought leadership
Cohort #3: 180-Day YouTube Retargeting
Campaign Name: {Location} | {Offer} | Remarketing (180D) | {Ad Type} | {Objective}
- EX: USA | PM Content | Remarketing (180D) | In-Stream | Views
- EX: USA | Demo | Remarketing (180D) | In-Stream | Conversions
- EX: USA | Social Proof | Remarketing (180D) | In-Stream | Views
- EX: USA | Thought Leadership | Remarketing (180D) | In-Stream | Views
Recommended Objectives:
- Content focus = Get views
- Conversion focus = Drive conversions
Recommended Daily Budget: $25-$100/day
Recommended Audiences:
- All website visitors (180D)
- All YouTube video viewers (180D)
- All YouTube subscribers (180D)
Recommended Bid Strategies:
- Content focus = Max CPV
- Conversion focus = Maximize conversions
Ads: Product marketing content, social proof, offers (ex: Demo, Trial), thought leadership
Optional: 30-Day YouTube Offer Bouncers Campaign
If you have the audience size available creating an offer bouncer campaign that shows personalized creative to folks who visited your intent pages and didn’t convert is worth testing.
Campaign Name: {Location} | {Offer} | {Offer Name Bouncers} (30D) | {Ad Type} | {Objective}
- EX: USA | Demo | Demo Page Bouncers (30D) | In-Stream | Conversions
Recommended Objectives:
- Conversion focus = Drive conversions
Recommended Daily Budget: $25-$100/day
Recommended Audiences (layer titles or function if possible):
- All pricing, demo, trial & case study visits
Recommended Bid Strategies:
- Conversion focus = Maximize conversions
Ads: Offers
B2B Retargeting FAQ
There’s no shortage of questions around implementing successful retargeting campaigns.
We completely understand the complexity (especially when it’s your first time building them).
Here’s 5 of the most common retargeting questions we hear from clients:
How long does it take to build a retargeting audience?
- 7-30+ days depending on monthly engagement or traffic volumes for the retargeting segment you’re trying to build (ex: website visits, video views, post engagement, etc..)
How many channels should you advertise on?
- Focus on one advertising channel at a time when you have a limited budget (ex: < $3,000/month) master it and then expand to other channels over time.
How do you calculate your starting retargeting budget?
- $25-$100/day is a general rule of thumb you can follow as it’s enough to support the average costs per platform and coverage for small retargeting audiences when starting out.
How does retargeting work?
- Leveraging first party and third party data ad platforms are able to track user behavior in-app and out of platform allowing you to remarket to them based on past behavior.
How often do you need to refresh creatives for retargeting?
- A smaller audience size (ex: < 50,000) typically requires more frequent creative refreshes vs a larger one (ex: > 50,000) to prevent ad fatigue. At minimum you should aim to refresh ad creatives on a monthly basis to stay ahead of ad fatigue.
Launch Checklist
We’ve covered quite a bit in this blueprint!
Here’s a checklist we put together to help you easily reference when launching your retargeting campaigns to make sure you don’t forget anything and avoid common pitfalls.
- LinkedIn Retargeting: Launch Checklist
- Meta Retargeting: Launch Checklist
- X (Twitter) Retargeting: Launch Checklist
- YouTube Retargeting: Launch Checklist
Conclusion & Free Courses
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Other Articles You May Enjoy.
10 Tips to Create Winning LinkedIn Thought Leader Ads
Since their introduction in 2023, I’ve run hundreds of LinkedIn thought leader ads, for my demand gen agency, Omni Lab, and for my clients in B2B SaaS.
Through my experimentation with this format, I’ve developed a list of best practices to maximize the chances of success.
I’ll be sharing all my insights below 👇
TABLE OF CONTENTS
- Tip #1: Remember that thought leader ads are just sponsored posts
- Tip #2: Make sure your ads connect to your product
- Tip #3: Create content people would pay for
- Tip #4: Add Premium CTAs to your LinkedIn profile
- Tip #5: Test Non-Employee Influencer Campaigns
- Tip #6: Optimize your LinkedIn profile as if it were a landing page
- Tip #7: Look at the right metrics
- Tip #8: Give yourself a reality check
- Tip #9: Put yourself in your buyer’s shoes
- Tip #10: Focus on Awareness, Not Conversions
Tip #1: Remember that thought leader ads are just sponsored posts
First of all, remember that thought leader ads are not a silver bullet that will save your marketing program – they’re simply sponsored organic posts that can fit into your larger content strategy.
This isn’t to downplay the power of this format; targeting your ICP with content from your thought leaders is one of the most effective approaches to build brand awareness and mental availability.
That being said, your thought leader ads won’t be successful if you don’t have great positioning, messaging, content, or targeting.
The standard rules of marketing still apply.
Tip #2: Make sure your ads connect to your product
If you’re putting ad dollars behind organic posts, make sure they connect back to your product in some capacity.
I don’t mean adding a demo request CTA to every post, but the content you promote should have a core dotted line back to your product.
For example, at Omni Lab, I could promote a post highlighting our unique POV and approach to Google Ads, which is one of the services we offer. If this POV resonates with my audience, they’ll most likely think of me when they’re looking for support with their Google Ad campaigns.
Personal posts, such as occasional pictures of food or selfies on the beach, are okay, but they don’t deserve to be promoted.
At best, they won’t generate significant awareness for your product, and at worst, they’ll end up confusing your audience.
If your ICP loves you but they have no idea what you do, you probably won’t be in business for long 😬
Tip #3: Create content people would pay for
No matter how great your targeting or technical setup, you won’t get very far if you don’t have amazing content that people would be willing to pay for – this is true for ads in general, and especially true for thought leader ads.
Take some time to reflect on your offer. Are you just providing generic tips that people have heard many times? Or are you offering something unique and valuable that will pique the interest of your audience?
To give an example, for Omni Lab, I could run thought leader ads highlighting Google Ads bidding strategies. But it would be more effective to share in-depth campaign recommendations for my target accounts.
Or, if you’re a company like Navattic, you could run ads talking about interactive demos, but it would be more powerful to build out personalized interactive demos for your dream companies.
Next time you run a thought leader ad campaign, focus on increasing the perceived value of your offer, and you’ll see a massive improvement in performance.
Tip #4: Add Premium CTAs to your LinkedIn profile
If you’re looking to funnel people into an owned audience, such as your newsletter, consider adding a Premium CTA to your thought leader ads. This is something I do at Omni Lab, and it’s helped me generate hundreds of high quality email subscribers.
This CTA option is only available to LinkedIn Premium users: you can add CTAs such as View my newsletter, Visit my website, View my blog, etc., depending on the action you’d like your audience to take.
If you don’t have LinkedIn Premium, consider editing your post once the organic reach has died down (usually within 72 hours), adding a CTA with a link to your website.
Even though the primary goal of thought leader ads should not be to drive direct clicks and conversions, adding a CTA allows people to learn more about your company without having to go on a scavenger hunt.
Tip #5: Test Non-Employee Influencer Campaigns
After running hundreds of thought leader ads, both for Omni Lab and for my clients, I’ve found that thought leader ads from non-employees consistently outperform promoted posts from employees.
For example, at Omni Lab, we built out a media plan and campaign strategy for Navattic, and their Head of Growth and Operations (Natalie Marcotullio) made a post related to this.
We boosted this post to our target audience, and it was one of our top performing ads of all time, significantly outperforming all the thought leaders ads from me and my cofounder.
Clay is another great example of non-employee thought leadership. Members of their creator program post about how they use the software, and Clay promotes these posts to increase awareness for their company, while simultaneously expanding the reach of their creators – they’ve created a symbiotic relationship where everybody wins.
If you’re working with well-known people in your industry, consider how you might be able to partner with them: this could look like an audit, a strategy, a discount, access to exclusive features, etc. in exchange for promotion on LinkedIn.
Tip #6: Optimize your LinkedIn profile as if it were a landing page
When you’re running thought leader ads, your LinkedIn profile turns into your landing page – it’s the place where people go for more information about you and your company.
Here are a few tips to optimize your profile that I always share with my clients:
1. Make sure you have a banner image explaining what you do at a high level.
2. Make sure your profile photo is up to date, and use your primary brand color as the background.
3. Add what you do + the category you play in to your headline
4. Use the About section to explain why your company exists and how you approach things differently (bonus if you can also add a few testimonials)
5. Use the featured section to highlight your core CTA + top performing posts demonstrating your expertise
Tip #7: Look at the right metrics
Let’s say you have all the fundamentals in place: an optimized profile, great content, solid targeting, etc.
Now, the next step is to ask yourself: What metrics should we look at to understand if our content is working?
Here’s what I recommend to my clients:
1. First of all, check your LinkedIn demographics report to make sure that you’re actually reaching your ICP.
2. Check in-platform metrics such as impressions, engagement, and CTR. If these metrics look healthy, you’ll know that your audience is finding value in your content.
3. Look at smaller microconversions, such as engaged visits on your website. Are the people reading your thought leader ads eventually navigating to your site to learn more?
4. Look at the self-reported attribution field on your demo request form. Are more people mentioning your thought leaders? If the answer is yes, you’ll know that your content is building trust with the right people.
5. Finally, you can look at more bottom of funnel metrics, such as sign ups or meetings booked, but ultimately, DO NOT obsess over these metrics. Prioritize numbers 1-4 to understand if your content is resonating – it might take a while to see a significant impact on pipeline and revenue.
Pro Tip: If you’re not sure what content to promote as thought leader ads, look for posts that had a 2-3% CTR organically. In my experience, these posts with a higher organic CTR are also the top performing ads.
Tip #8: Give yourself a reality check
Most people – and B2B buyers especially – aren’t making impulse decisions and can’t be pushed through a funnel.
As the Ehrenberg-Bass Institute has highlighted, if you look at how often prospects make a purchase in your category, you’ll quickly realize how few of the people you’re targeting are actually in-market.
Even if you run the greatest ads in the world, you can’t expect people to schedule a demo if they aren’t actively looking for a solution.
And even if they do book a demo, if you have a higher ACV, you’ll probably have an extremely long sales cycle.
My point is, you can’t expect hundreds of demos or millions in revenue right away.
Tip #9: Put yourself in your buyer’s shoes
This is a fun exercise I like to do with my clients.
I ask: “When you see posts on LinkedIn, what actions do you usually take?”
Usually, the response is something along the lines of:
“I read and keep scrolling…” or “If I like something, I might react or leave a comment…”
Then I ask the follow-up question: “If you see a post you like from a company you’ve never heard of before, would you immediately book a demo?”
And typically the answer is “No, of course I wouldn’t.”
Our prospects aren’t that different than we are; if we wouldn’t buy immediately, they probably won’t either.
If you’re getting good engagement and starting to see other signs of life (such as engaged website visits), you’re headed in the right direction, even if you’re not seeing more demos and sign ups right away.
Tip #10: Focus on Awareness, Not Conversions
Think of thought leader ads as a brand awareness play, not a direct response tactic.
Like any good brand marketing, your thought leader ads should relate to key buying situations, or category entry points.
For example, if I promote posts about how we help our clients improve their lead quality, prospects may think of Omni Lab if they ever run into lead quality issues.
Or maybe I talk about how we use paid media to increase brand awareness, and prospects may think of us if they’re having a brand awareness problem.
The key to succeeding with thought leader ads is putting the right messages in front of the right people. If you do this over a long enough period of time, the pipeline and revenue will follow.
Hope you found this article helpful!
Feel free to reach out on LinkedIn or Omni Lab with any questions about demand gen or paid media.
How To Create a B2B Google Ads Optimization Workflow [+Free Template]
Hey there, B2B Marketer. If you don’t have a well-structured optimization workflow, managing just a handful of Google Ads accounts can be a struggle (been there, done that 😅)
In this article, I’ll walk you through the Google Ads Optimization Workflow template, the exact process I used to go from barely managing five Google Ads accounts to easily managing 30+ 🚀
TABLE OF CONTENTS
- Google Ads Optimization Workflow Process
- Daily Google Ads Optimizations
- Weekly Google Ads Optimizations
- Monthly Google Ads Optimizations
- Quarterly Google Ads Optimizations
- Free Resources to Master B2B Ads 🔥
Why You Need a Google Ads Optimization Workflow Process
Without a consistent approach, managing Google Ads can feel chaotic. You may get lost in metrics that don’t matter or, worse, miss out on key optimizations that could boost your profitability.
I developed the Google Ads Optimization Workflow Template to help me stay organized and focus on impactful daily, weekly, monthly, and quarterly optimization tasks.
👉 Grab your free copy of the template in Module 2, Lesson 1 from the B2B Google Ads 102 - How To Convert Clicks Into Profit course.
If you follow this approach, you’ll find yourself in control of your accounts, not the other way around.
Now let’s dive deep into the tasks by timeframes ⏰
Daily Google Ads Optimizations
Daily optimizations are essential for ensuring that your accounts are running smoothly. It’s your first line of defense against overspending and wasted ad spending.
Each day, you should:
1. Review your budget pacing
This way, you’ll ensure that you are not overspending or underspending.
2. Check for irrelevant search terms in the Search Terms Report
You want to add any irrelevant negative keywords. So every single day, you should review your search terms report and compare your search terms to your keywords to find the irrelevant ones and add them to your negative list.
3. Adjust bids as needed
If you’re using manual bidding, make sure to adjust your bids accordingly to get visibility.
If you’re using something like maximize clicks with a bid cap, make sure that you take a look at your average cost per click in relation to your bid cap. If you notice that your average cost per click is really close to your bid cap, you could be throttling yourself.
If you’re using Target CPA bidding, ensure that the CPA amount you set is large enough to get enough deliverability. I recommend increasing it by 20% if you notice you’re not spending your budget.
Pro Tip: Setting up Google Calendar reminders can be helpful, and something that I always tell my team that manages client accounts internally at our agency is to block an hour on their calendars every single day to go through their accounts and optimize them. We call it “optimization power hour”. ⚡️
By doing that, you will be proactive, and you’re going to catch things much sooner before they become potential fires.
Weekly Google Ads Optimizations
Weekly optimizations allow you to step back and review broader trends instead of getting caught up in the day-to-day fluctuations.
Instead of getting caught up in the day-to-day fluctuations, here you should:
1. Review weekly performance trends (visibility, cost, volume)
Every week you should look at search impression share, search lost to rank, search lost to budget, and search top impression share.
You also want to look at how much you have spent, your cost per conversion, your cost per custom conversion, meaning the cost per SQL, converted user, or whatever that KPI is that you’re measured against.
You will also want to look at volume. How many conversions are you getting? Is it trending up? Is it trending down? These are the things to keep an eye on every week.
Another thing you can do is check the charts in Google Ads to map different metrics and quickly see the trend of search impression share with this graph 👇
🚨Important: When you’re optimizing and looking at things weekly, don’t freak out if you see changes like 25% down search impression share. But if you see it happen consistently for two or three weeks in a row, then there’s definitely something that you need to make a decision about.
Lastly, breaking down your campaigns by themes like brand, non-brand, and competitive will help you to quickly identify underperforming segments and reallocate your budget where it will be most effective.
This will make the optimization process much more manageable.
2. Pause underperforming keywords
Pausing underperforming keywords is an opportunity to give more budget to the keywords with good performance.
You can quickly go to the keyword section in your account and filter by conversions to see which keywords have no conversions. Then, you can sort by cost and understand which ones are hemorrhaging the most budget and can be paused.
3. Add new relevant keywords
When you check the Search Terms report, there are certain search terms that can make sense to add to your campaign as keywords.
You can also go to the Google Ads Keyword Planner and find net new keywords that you might not be covering. This is an opportunity to expand your scope and reach, and it’s a good best practice to get into the habit.
4. Pause underperforming ads and add new ads to replace underperformers (<5% CTR)
Pausing underperforming ads is as simple as going to the ad section in your account and then pausing any ads that are not performing anymore.
So if you notice you have some underperformers, ideally anything less than a 5% click-through rate (but always compare it with your average performance), it’s time to shut off the underperforming ad and add a new ad into the mix.
This way you can continually improve your overall click-through rate performance to help boost your expected click-through rate and improve your quality score.
Monthly & Quarterly Google Ads Optimizations
Monthly and quarterly tasks focus on more strategic, higher-level adjustments.
Monthly Optimizations
It’s crucial to ensure that your campaign settings, quality score, and budget allocation align with your overall goals and haven’t been altered unintentionally.
This is also the time to assess the impact of your Google Ads efforts on your sales pipeline and to make necessary changes.
So at the end of each month, you should:
👉 Audit campaign settings (networks, bidding, location options)
This step is crucial if you manage multiple campaigns or accounts.
It’s important to double-check if you’re targeting the right network and don’t have display and search combined together.
You want to make sure your bids haven’t been updated by accident, or God forbid, you have the auto recommendations still turned on, and they’re automatically updating your bids without your consent. 💀
You also want to ensure that your location options are set to “presence” and that people are actually in your target location or regularly in, not people who are potentially in other areas and are interested in that location.
👉 Review month-over-month pipeline impact from Google Ads
We’re running ads to generate revenue, and revenue comes from initially having pipeline.
So you need a dashboard to track the performance month-over-month and connect your activity to revenue.
It can be as simple as having a report on a spreadsheet where you can see the evolution of your KPIs every month. You can create one from scratch or search for a template on the internet.
Pro tip: Check out our free Building a Paid Media Program course (Module 3, Lesson 2) to learn how to build an automated dashboard for less than $200/month using Google Sheets + a connector like Dataslayer or Supermetrics.
👉 Review performance by campaign theme (visibility, cost, volume)
The same analysis we discussed in the weekly optimizations above should be done on a monthly basis too.
How much are you spending per theme? What is your cost per conversion? What is your conversion rate? And what are the volumes?
Are you driving more volume in a certain theme versus another? Should you move the budget around?
These are the questions you should answer here.
👉 Review quality score (ad relevance, landing page experience, expected CTR)
How is your quality score by campaign theme? Is it increasing or decreasing month-over-month?
Ideally, you should aim for a quality score of 7 or above. If it’s lower than that, optimizing your ad relevance, expected CTR and landing page experience will improve things.
Check out this Quality Score Guide to learn the 80/20 of what you need to know about quality score to improve it.
👉 Review geographic performance and budget allocation
Here you want to go ahead and see how the campaigns you’re targeting in each region are performing so you can make the necessary adjustments.
I also recommend checking the Locations report to have a granular view of how each country grouped into a region is performing.
By doing this, you can find opportunities for new campaigns targeting a single country if it has a good performance and the campaign is limited by budget, or excluding low-performing countries to free up some budget for the top performers.
👉 Review device performance and budget allocation
In B2B, desktop usually performs better than mobile and tablet, so if you’re targeting all devices you can find opportunities to maximize conversions by breaking out the campaigns into different devices.
👉 Review keyword/match type performance and budget allocation
Are there certain keywords that are doing better for you than others? Certain match types? All of these are insights that will help you optimize your Google Ads campaigns.
👉 Review landing page performance and experiments
How are your landing pages performing? Are you running experiments? If you're not, that's definitely an opportunity.
👉 Implement new campaign experiments
If you’re not testing new experiments, this is a massive opportunity to improve performance, and you can run experiments easily in Google Ads with their campaign experiments tool.
Quarterly Optimizations
Every quarter, take time to conduct a competitor analysis and review your goals. It’s a great practice to see what new ads and keywords your competitors are using, giving you inspiration and helping you stay ahead in the market.
Pro tip: The channel ad libraries are great resources for competitor research. Check out these 10 tips for free competitor research using them.
This periodic check-in will ensure that your optimizations are aligned with your business objectives, providing a clear path for growth 🙌
Stay organized with the Google Ads Optimization Workflow template
If you get your free copy of our Google Ads Optimization Template, you’ll notice that we have daily, weekly, monthly, and quarterly tasks discussed above on the template.
The way this template works is very simple. We have our tasks on the left, the task title, and the different timeframes. There’s also a space for you to take notes while optimizing your account.
Then you can change the status of each task, so you and your team will know if a task is done or if it’s in progress, as well as define the task owner.
There are also some formulas where, based on the timeframe, the due date will automatically update. So for example, if you set the Last Complete date of a daily task as 2/2/24, it’ll automatically say the due date for that task is 2/3/2024.
In addition, if you do the same thing for a weekly task, it will add seven days to the due date, and now it will say 2/9/2024.
Lastly, you’ll also find all the different tutorials covered in this guide linked to each task. The goal of these tutorials is to show you how to do each step so you can use this as a reference.
By implementing these daily, weekly, and monthly optimizations, you’ll stay ahead of potential issues and make data-driven adjustments that boost your account performance.
I hope this guide helps you to manage your accounts efficiently 🙌
If you have any questions, feel free to connect with me on LinkedIn.
From Clicks to Conversions: Master Google Ads for B2B 🔥
If you want to become a Google Ads pro, check out our free B2B Google Ads courses, where you'll learn how to launch, optimize, and scale your campaigns to drive pipeline and revenue.
Here's what you'll learn in each course:
⚙️ B2B Google Ads 101 - How to Launch Dangerously Effective Campaigns for Beginners
- The Googleverse: The Game You're Playing & How To Win
- Measurement: How to Make Sure You're Profitable
- Targeting: How to Show Up For the Right Searcher
- Planning: Putting It All Together
🎯 Google Ads 102 - How to Clicks Into Profit
- Visibility: How To Find the Hole Sucking Profits
- Workflows: How to Optimize On a Daily, Weekly, Monthly & Quarterly Basis
- Experimentation: How to Test & Automate Profitability
- Troubleshooting: How To Solve Inevitable Problems
🚀 Google Ads 103 - How to Scale Google Ads For Advanced Advertisers
- Methodology: How to Vertically Scale Google Ads From A-Z
- Campaigns: Scaling Horizontally Through Campaign Themes
- Channels: Scaling Outside of Paid Search
Click Here to Join 1,000+ B2B Marketers Today and start leveling up your advertising skill set.
Takes < 90 seconds to sign up (seriously we timed it 😂)
Using the Jobs To Be Done Framework to Maximize Revenue in B2B Ads [+Free Template]
Understanding the Jobs To Be Done framework developed by Tony Ulwick can be confusing and overwhelming because most of the information you’ll find is focused on product development.
In this article, I’m going to unpack the Jobs To Be Done framework from a B2B advertising perspective.
Why? Because identifying what job your customers are truly “hiring” your product or service to do will be the secret to launching a powerful ad campaign.
This article is part of our B2B learning track so if you’re serious about learning B2B advertising you’re in the right place!
Let’s dive into it 👏
TABLE OF CONTENTS:
- Understand Why Customers Choose Your Product
- Using the Jobs to Be Done Interview Matrix Template
- Customize Your Messaging with Personality Insights
- Real Use Case of the JBTB Matrix Template
- Free Resources to Jumpstart Your B2B Marketing Career
Understand Why Customers Choose Your Product
In any industry, people don’t buy products, they invest in solutions to get a job done. It’s not just to buy another thing like your cat-hoarding grandmother. 😅🐈
For B2B marketers, Tony Ulwick’s Jobs to Be Done framework should be focused on why your customers “hire” your product or service, so you can put them and their needs at the heart of your advertising story.
This will help you to identify what pain points you’re helping your customers solve to get to the root of what motivates them because your advertising campaign should be about them — not you.
But how can you do that?
You can use the Jobs To Be Done framework when you're launching a new advertising campaign or when you want to improve the conversion rates of your existing advertising campaigns (aka your ads that aren’t converting)
The most impactful way to start is by identifying three to five recent customers who fit your target market (or Ideal Customer Profile - ICP).
If you need help identifying your ideal customer profile, check out this article: “How to Craft B2B Buyer Personas for Ad Targeting”
Select customers who either recently purchased or have the potential to represent your ideal buyer. These interviews will reveal why they chose your service and what specific pain points you helped them solve.
To make your life easier, I developed a free template called Jobs to Be Done Interview Matrix 🙌
You can find it in Module 2, Lesson 3 of my free B2B Advertising Foundations course, and it’s your roadmap for collecting insights during interviews.
Using the Jobs to Be Done Interview Matrix Template to Gather Actionable Insights
In this JTBD Interview Matrix Template, you’ll be looking for five key points that highlight your customer’s journey with your brand:
- Situation and Pain Points - What challenges are they facing?
- Motivation - Why did they start looking for a solution?
- Trigger - What prompted them to move forward with your service?
- Ideal Outcome - What result are they seeking?
- Competitor Evaluation - What other options were they considering?
The matrix helps you organize answers by each customer’s profile and offers a side-by-side comparison of their unique characteristics.
It also offers 8 helpful interview questions you can use to uncover the right golden nuggets that will make your campaign shine. ✨
Customize Your Messaging with Personality Insights
Finally, understanding your customer’s personality type is like having the key to crafting messaging that lands with confidence.
Resources like Crystal can help you determine each customer’s DISC personality type (Dominance, Influence, Steadiness, Compliance) by scraping their LinkedIn profiles, labelling how they like and prefer to be communicated with, and their style and tone because this will ultimately influence the messaging that you can create for each of your advertising personas.
Here’s a real use case for you to understand each step of the JTBD Interview Matrix
Let’s take Spotify as an example. I love Spotify, so if I were doing an interview with a Spotify customer, it would look like this:
Situation & Pain Points
I get tired of hearing the same songs on the radio. I can’t easily listen to the exact song I want to hear.
Motivation
I want to listen to specific songs when I want
Trigger
I’m in the gym, and I need a song to pump me up
Ideal Outcome
I want to listen to the music I choose, everywhere
Other Solutions/ Products Evaluated – Competitors
Radio, XM Radio, Pandora, Apple Music, Silence
Personality characteristics (DiSC type, DiSC archetype, etc)
Trailblazer - ID. Confident style, with a mix of informality and formality gets their attention.
- Pace: Speak slightly fast. Sounds like a ‘gets shit done’ person.
- Tone: Do not sound too eager, as if you have met a friend suddenly after a long time. Keep the tone calm but confident.
- Tactics To Win: Strong words, focus on results, respectful confidence
Based on the JBT Interview Matrix, here are some Spotify ad examples:
The main takeaway is that you can make your ad campaigns even stronger when you really know what “job” your customers are “hiring” your product or service to take care of.
Use the Jobs To Be Done matrix to dig deep into what matters most to them and adjust your messaging to connect on a personal level. 🙂
I hope you found this article helpful!
Connect with me on LinkedIn, and let’s keep the conversation going.
You can also visit my website here for more valuable content.
Jumpstart Your B2B Marketing Career
If you’re serious about mastering B2B advertising, then you definitely need to check out my free course that will teach you the foundational knowledge to becoming a high-performing B2B marketer who knows how to use advertising to drive legit business and revenue impact without the fluff or wasting your time and money learning the ropes the hard way.
- Module 1: you’ll get a crash course in the B2Bverse and master terminology, sales processes, and working across teams.
- Module 2: you’ll learn how to become your customer's psychologist and understand them deeply with buyer personas that allow you to craft effective messaging.
- Module 3: you’ll master the B2B funnel and learn how to think like a CEO to identify performance bottlenecks and convert more leads into revenue.
- Module 4: you’ll learn how to put it all together and build your go-to-market strategy that gets your ad in front of your dream buyers and converts attention.
This course was designed with absolute beginners in mind.
Accelerate your learning curve and start the course today for free.
How to Create Tracking Templates in Google Ads
Hey there, Digital Marketer. Do you cringe a little when you hear the words “setting up tracking in an ad channel”? 😅
Tracking may be the unsexy side of marketing, but I promise that Google Ads Tracking Templates are simpler than they sound.
In this article, I’ll show you how to set up tracking right, capture accurate data, and see what’s really driving your conversions and revenue.
Let’s dive in! 👇
TABLE OF CONTENTS:
- What is a Google Ads Tracking Template?
- How to install Tracking Templates in Google Ads
- Benefits of adding Tracking Templates to your campaigns
- From clicks to conversions: Master Google Ads for B2B
What is a Google Ads Tracking Template?
Tracking templates allow you to streamline your link tagging process and pass static and dynamic values.
I created this little cheat sheet for you here to give you an understanding of a tracking template.
Here’s what each parameter means:
- {lpurl}: This is your landing page URL. So whatever the URL is in your ad, the template will automatically inherit it and then automatically append these different static and dynamic values based on these parameters.
- UTMs: These are your standard UTMs, like UTM source, UTM medium, campaign, term, and content.
Check out our Free UTM Tagger Tool to easily create them in bulk and for more info about each parameter. - Static Values: Static means it’s always the same, it’ll remain consistent. So a static value will always be a text.
So in the image example above, we always want the UTM Source to be google, the UTM Medium to be cpc, and the UTM Campaign to be trial. - Dynamic Values: Dynamic means it changes. The values here usually have squiggly brackets like {keyword} or {matchtype}, which tell Google Ads to populate that field dynamically.
For example, with {keyword}, the UTM Term will automatically insert the keyword that drove the click, giving you granular detail on the search behavior driving each visit. - Custom Parameters: These are parameters you can create that are not part of the UTM parameters, which are your standard ones.
You’ll probably want to use custom UTM parameters if you have some sort of advanced tracking setup.
Anything that is available in the URL, you can then set up with JavaScript the ability to pass the data from those parameters into hidden fields in your form, to then be able to route and track and do all sorts of things in your backend.
In the cheat sheet above, the ad_name parameter will give you details about which ad drove the visit.
So this is a tracking template, and it’s really important as this is going to allow you to get a lot better data and ultimately, better insights from your activities.
How to Install a Tracking Template in Google Ads
You can install a tracking template at the campaign, ad group, or ad level. You could even do it at the account level with the tracking script, but I recommend that you start off at the campaign level.
Here are the steps you need to follow in your Google Ads account 👇
- Open your account, then open the campaigns tab and choose one campaign. Now go into the settings by clicking on this little gear.
- Scroll down to additional settings.
- Go to the Campaign URL options and paste your tracking template in the “Tracking Template” field.
Here you’ll want to follow the format from the cheat sheet I shared at the beginning of this article because that is the syntax of the tracking template.
To be easier, you can copy this tracking template below and just add your static values in the highlighted fields:
{lpurl}?utm_source=entersource&utm_medium=entermedium&utm_campaign=entercampaign&utm_term={keyword}_{matchtype}&ad_name=enteradname
- UTM Source: People usually use Google or AdWords.
- UTM Medium: People usually put CPC or paid search. This 100% depends on you and your business, your company, and how you want to track things.
- UTM Campaign: You can put the name of your campaign. The downside is that you have to do this for each campaign.
- UTM Term: This will dynamically push the keyword that drove the click and the match type.
- Ad_Name (custom parameter): This is 100% optional, and most of the clients from our agency don’t really need custom parameters, but I just want you to be aware of it.
Once you’ve mastered basic tracking, custom parameters can add another layer of insights by capturing non-standard data. For instance, if you want to differentiate ad variations, you could set a custom parameter like ad_name=RSA1.
You can also find all the Value Track Parameters Google supports here:
I usually like to set my tracking templates at the campaign level, which suffices. So, in this case, each campaign must have a unique tracking template.
Another cool thing about the tracking template is once you create the tracking template at the campaign level, you no longer have to worry about tagging your ads with UTM parameters at the ad level.
It'll automatically inherit the campaign URL tracking template and tag your links appropriately.
If you're just putting all of the tagged URLs at the ad level, it can be really problematic sometimes and time-consuming to make changes and miss things. This helps streamline things and push those dynamic parameters.
Benefits of Adding Tracking Templates to Your Campaigns
Setting up tracking templates in Google Ads is a powerful way to automate link tagging and capture high-quality data.
The better data we pass through our tracking template, the more insights we can receive.
With standard UTMs, dynamic parameters, and custom fields, you’ll get a clear view of what’s driving performance and find better ways to allocate budget, optimize campaigns, and ultimately boost results. 🚀
Why deny yourself incredible insights such as “which keywords drive the most revenue?..” when you can capture that information at no additional cost?
That’s it about tracking templates! 🎉
Now go build your first one and let the data guide your ad strategies! 🤓
I hope you found this article useful!
From Clicks to Conversions: Master Google Ads for B2B 🔥
If you want to become a Google Ads pro, check out our free B2B Google Ads courses, where you'll learn how to launch, optimize, and scale your campaigns to drive pipeline and revenue.
Here's what you'll learn in each course:
⚙️ B2B Google Ads 101 - How to Launch Dangerously Effective Campaigns for Beginners
- The Googleverse: The Game You're Playing & How To Win
- Measurement: How to Make Sure You're Profitable
- Targeting: How to Show Up For the Right Searcher
- Planning: Putting It All Together
🎯 Google Ads 102 - How to Clicks Into Profit
- Visibility: How To Find the Hole Sucking Profits
- Workflows: How to Optimize On a Daily, Weekly, Monthly & Quarterly Basis
- Experimentation: How to Test & Automate Profitability
- Troubleshooting: How To Solve Inevitable Problems
🚀 Google Ads 103 - How to Scale Google Ads For Advanced Advertisers
- Methodology: How to Vertically Scale Google Ads From A-Z
- Campaigns: Scaling Horizontally Through Campaign Themes
- Channels: Scaling Outside of Paid Search
Click Here to Join 1,000+ B2B Marketers Today and start leveling up your advertising skill set.
Takes < 90 seconds to sign up (seriously we timed it 😂)
B2B Google Ads: How To Know If Google Is The Right Channel For Your SaaS
Hey there B2B SaaS marketer! Are you getting FOMO around Google Ads?
Every day thousands of SaaS businesses are converting clicks into profitable pipeline on Google Ads, and conversely thousands are burning clicks into wasted ad budgets.
After $10M in Google Ads spend management for incredible SaaS companies like ActiveCampaign, Mixpanel, and others, I’ve developed a criteria for Google Ads success.
I call it the Google Ads Sweet Spot. If you want Google to be a significant driver in your pipeline generation you need to make sure your SaaS company checks these 3 criteria.
After reviewing, it’ll be clear if Google is right for you, let’s dive into it 👇
TABLE OF CONTENTS:
Proven Concept
The first criteria in the Google Ads Sweet Spot is a Proven Concept.
You see, in order to succeed with Google Ads your product has to be built on a time-tested and proven concept.
Imagine running Google ads for a generative AI product before the invention of ChatGPT.
Because AI products still hadn’t gained popularity, you probably would have struggled to generate sufficient searches and clicks on your ads.
If you create an innovative product in a new category that no one understands, you likely won’t see a great return on effort from Google.
In this case, it’d make more sense to focus on educating the market about the problem you solve via demand gen channels such as paid and organic social.
Existing Demand
The second criteria of the Google Ads Sweet Spot is Existing Demand.
This is directly connected to the first criteria: you won’t generate pipeline or revenue if people aren’t actively looking for your solution.
If you only have, for example, 100 people searching for your product every month, it’s going to be impossible to generate significant results from Google.
For example, assuming the industry average conversion rate of 3%, and 5% clickthrough rate (CTR) you’re looking at 5 clicks from the 100 impressions, and you need a minimum of 33 clicks to generate a single lead. At 100 impressions/month it will take you six and a half months to generate ONE lead 🤯– extreme example but I hope you get the point.
You need enough search volume, so you have enough clicks, and ultimately conversions.
To verify that you have sufficient search volume, you can use the Google Ads keyword planner.
Let’s say you want to bid on the term Google Ads courses within the United States. You can see that there are approximately 2,900 searches every month for this specific term, which validates that there’s sufficient search volume to have a chance at success.
Keep in mind monthly searches in the keyword planner are just an average and always changing – use them to inform your estimates but take them with a grain of salt.
Sufficient Margin
The third criteria of the Google Ads Sweet Spot is Sufficient Margin.
You SHOULD NOT run Google Ads if you don’t have enough margin, or in other words, a high enough lifetime value (LTV) to offset acquisition costs. Without a high enough LTV, Google will never become a profitable channel for your company.
Here’s an example:
Let’s say you have an LTV of $100 per user, and your average cost per click is $10. In this case, the likelihood of running profitable campaigns is slim – you’d have to convert 10% of your total traffic just to break even 😅 (when the industry average conv rate is 3-5%).
If you’re selling a variety of products and you have a small budget (<$10K/month), I recommend running ads for the products with the highest lifetime value to maximize your chances of profitability.
If your campaigns aren’t profitable right away, that’s okay, as long as you know you’ll recoup your investment 3-6 months down the line.
If you want to see if the math adds up to run Google Ads profitably for your company, check out our free Google Ads Budget calculator.
I hope you found this article helpful!
Google Ads definitely is not for everyone but if your SaaS meets these three criteria your chances of success are far greater than not based on my experience.
If you have any questions, feel free to connect with me on LinkedIn.
From Clicks to Conversions: Master Google Ads for B2B 🔥
If you want to become a Google Ads pro, check out our free B2B Google Ads courses, where you'll learn how to launch, optimize, and scale your campaigns to drive pipeline and revenue.
Here's what you'll learn in each course:
⚙️ B2B Google Ads 101 - How to Launch Dangerously Effective Campaigns for Beginners
- The Googleverse: The Game You're Playing & How To Win
- Measurement: How to Make Sure You're Profitable
- Targeting: How to Show Up For the Right Searcher
- Planning: Putting It All Together
🎯 Google Ads 102 - How to Clicks Into Profit
- Visibility: How To Find the Hole Sucking Profits
- Workflows: How to Optimize On a Daily, Weekly, Monthly & Quarterly Basis
- Experimentation: How to Test & Automate Profitability
- Troubleshooting: How To Solve Inevitable Problems
🚀 Google Ads 103 - How to Scale Google Ads For Advanced Advertisers
- Methodology: How to Vertically Scale Google Ads From A-Z
- Campaigns: Scaling Horizontally Through Campaign Themes
- Channels: Scaling Outside of Paid Search
Click Here to Join 1,000+ B2B Marketers Today and start leveling up your advertising skill set.
Takes < 90 seconds to sign up (seriously we timed it 😂)
10 Tips to Create B2B Ads that Convert
If you want your ads to drive conversions, you need the right messaging, positioning, design, tone, format, offer, etc.
This is especially true in B2B, where pushing prospects from initial awareness to conversion is extremely challenging.
Below are my top 10 tips to maximize your chances of success, based on my own experience working with dozens of B2B clients.
TABLE OF CONTENTS:
- Tip #1: Figure out what you want to say
- Tip #2: Don't use big words or acronyms
- Tip #3: Make it quick
- Tip #4: Use visuals that make your ad stand out
- Tip #5: Create ads that don't look like ads
- Tip #6: Steal from the greats
- Tip #7: Use powerful hooks
- Tip #8: Take up as much space as possible
- Tip #9: Speak like a human
- Tip #10: Stay in tune with what your customer wants
Tip #1: Figure out what you want to say
This might sound obvious, but before creating any ad, you should get extremely clear on the problem your company solves.
All of your messaging should come back to this problem.
If you’re running case study ads, the case studies should be related to this problem.
If you’re promoting a GIF of your product, the animation should help tell the story of how you solve that problem.
As Eugene Schwartz said: The objective of advertising is to highlight a problem and demonstrate how you can solve it.
Here’s a template I like using with my clients to clearly articulate the problems they solve.
Tip #2: Don’t use big words or acronyms
The more simple you keep your ads, the better they’ll perform.
There’s no need to drop in words like CAC, ROI, or ARPU into your copy. Acronyms are poo.
Even if you’re talking about complex topics, aim to keep your explanation simple.
Also, keep in mind, it’s impossible to explain everything about your company in a single ad.
To fully understand what you do, a prospect might need to see 20, 30, or 40 different ads, highlighting what you do in different ways.
Think of the ads in your cold layer as an icebreaker.
The idea is to communicate the basics of what you do in a simple and interesting way – not to tell your entire story.
Here’s an ad we made at Revenu for a client, to do exactly that.
Tip #3: Make it quick
Prospects should know exactly what they’re signing up for in 3 steps or less.
We followed that formula for this ad we made for another client.
With very few words, you can easily understand the benefits of the product.
And if you’re thinking: There’s no way I could explain my offer in 3 steps or less… you need to simplify your process.
When you truly understand your product story, it’s easy to simplify it. That’s where the first tip comes in.
Tip #4: Use visuals that make your ad stand out
A picture is worth a thousand words.
Ads that are filled with words don’t grab a users attention.
Think about what you’re trying to say, and how you can visualise it.
You can see how we did this for Scytale below.
It’s a fairly typical advert, but the way it’s broken out visually makes it much easier to digest.
Pro tip: If you’re only using static image ads, try GIFs. Making something move makes people click it more… simples.
Tip #5: Create ads that don’t look like ads
Want to triple your CTR? Make an advert that doesn’t look like an advert.
Once you get a ton of clicks, you can then retarget them with more product-focused messaging, but they’ve now been introduced to your brand.
To create these types of ads, think of the things that you do on a daily basis. For example, listening to Spotify, watching Netflix, playing chess or other online games, etc. How can you incorporate these everyday concepts into your ads, so that they feel natural and less promotional?
Also, think of the memes that make you laugh while you’re scrolling through different social platforms. Can you create versions of these that are related to the problem your company solves?
Here are a few examples we made for inspiration:
P.S. If you want more examples, check out my Sexy Ads Library, which contains over 300 of my favorite ads.
Tip #6: Steal from the greats
As Pablo Picasso once said, “Good artists copy, great artists steal.”
Lately I’ve been diving into B2C ads to find inspiration for B2B, from companies like Porsche, Land Rover, McDonald’s, etc.
It’s extremely hard to create amazing ads if you’re starting with a blank canvas.
Here are a few great examples:
P.S. I’ll be dropping a new library on my LinkedIn soon with tons of B2C examples, drop me a follow to be the first to see it.
Tip #7: Use powerful hooks
To perform well, your ads need to have powerful hooks.
In other words, you need to give your prospects a very specific reason to take action.
Are you offering an incentive to take a meeting, such as a gift card, free lunch, or free coffee?
Are you sharing a company resource, such as ad credits, a price promotion, or a software add-on?
Are you providing knowledge, in the form of a consultation, an audit, a workshop, etc.?
If you don’t give your prospects an obvious reason to take action, they probably won’t.
P.S. The hooks with the highest conversion rates are typically ones related to your unique company knowledge and resources. Check out a great example from Google below…
And this great visual from Cognism, making a joke about gift card ads.
P.S. Don’t get discouraged if your offer isn’t working the first time around – most companies have to experiment with multiple approaches before they find one that works. And when you do, it’s your main driver of new business for the next 5 years.
Tip #8: Take up as much space as possible
Ads that take up more space on the screen are more likely to stop the scroll, and typically perform better.
On LinkedIn Ads, square images (1200X1200) usually perform much better than rectangular images (1200X628).
Test vertical images (628X1200) that only appear on mobile too.
This ad we made got a CTR in the 2%+ range on LinkedIn, with a CPC in the $3-6 range.
This tip also applies to Google Ads. Make sure you’re using ad extensions to take up more space on the SERP and increase the chances of getting a click.
P.S. If you’re curious about the ad specs you can use across different platforms, check out this comprehensive guide.
Tip #9: Speak like a human
When you’re writing ads for social, make sure you don’t sound like a company.
Be human – friendly, silly, colloquial, personable.
You’re literally on a social media platform… be sociable.
Influencers have all the power these days, because people want to hear from real individuals with a real personality.
So if you want people to listen to you, you need to sound like a human.
These ads we made follow that exact tone, and it’s much nicer to read.
P.S. Some companies have a more professional and corporate tone of voice, but that doesn’t mean you can’t be clear and straight to the point. There are ways of sounding human, without being cheeky.
Tip #10: Stay in tune with what your customer wants
Even if you follow tips 1-9, you’ll still fail if your story is crap.
The world is constantly changing. Over time, the problem you solve may stop being a problem. Or another company may solve it for a fraction of the cost.
When these changes happen, you need to update your product and story in order to stay relevant.
To verify that the problems you solve are important, talk to your customers and interview companies in your ICP that aren’t working with you.
- How much of a problem is XYZ to you?
- Are you currently solving XYZ problem?
- How are you solving it?
- Be honest, would you use our product to solve it?
- If not, why?
- Do you use another company to solve this problem instead?
- How much do you pay them?
Asking these questions will help you verify that your product and story make sense.
Pro tip: In addition to qualitative feedback from customer interviews, you can ask your G2 rep for an export of all your reviews and upload it into ChatGPT. Then, you can ask ChatGPT to identify the top pain points and benefits that are mentioned, which will help you further understand the problems your company solves.
Hope you found this article helpful!
Feel free to reach out on LinkedIn with any questions.
Resources for mastering B2B advertising
If you’re serious about mastering B2B advertising then you definitely need to join 1,000+ B2B marketers leveling up their paid advertising skill sets in AdConversion.
Here’s 4 reasons why you should consider joining. Every one of our on-demand courses are:
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✅ Have workbooks, resources, and templates.
✅ Less than 10 minutes per lesson.
We believe every marketer should know how to scale paid ads so they can:
- Scale their ideas
- Level up their careers
- Make a positive impact
Click Here to Join 1,000+ B2B Marketers Today and start leveling up your advertising skill set.
Takes < 90 seconds to sign up (seriously we timed it 😂)