Free Ebook cover Meta Ads Foundations: From Account Setup to Your First Profitable Campaign

Meta Ads Foundations: From Account Setup to Your First Profitable Campaign

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Meta Ads Foundations: Creative Formats for Facebook and Instagram Ads

Capítulo 9

Estimated reading time: 11 minutes

+ Exercise

Why creative format choice matters

On Meta, the creative is often the biggest driver of performance because it determines what people notice, understand, and do next—especially on mobile where attention is limited. Your job is to match (1) the message and proof you have, (2) the action you want, and (3) the placement experience (Feed vs Stories/Reels) to the right format.

A simple decision rule

  • If you need instant clarity: single image or short video with bold value proposition.
  • If you need to demonstrate: video (demo, before/after process, UGC-style walkthrough).
  • If you need to show variety or steps: carousel (features, use cases, comparisons).
  • If you need a mini storefront: collection (hero + product tiles).
  • If you need full-screen immersion: Stories/Reels placements (9:16, fast hook, minimal text).
  • If you want to capture details without a landing page: lead form ads.

Primary creative formats (what they are, when to use, and how to build them)

1) Single image ads

What it is: One static image paired with primary text, headline, and CTA button.

Best for: Clear offers, simple products/services, strong visual outcomes, quick testing of angles.

How to build (step-by-step):

  • Step 1: Choose one message. One promise, one audience, one outcome.
  • Step 2: Pick a visual that communicates the outcome. Product-in-use, result screenshot (where allowed), or a clean lifestyle shot.
  • Step 3: Add minimal on-image text only if it improves comprehension. Keep it short (e.g., “Free Trial”, “Same-Day Quote”, “New Menu”).
  • Step 4: Write primary text that expands the promise. Use a clear value proposition and one CTA.
  • Step 5: Ensure mobile readability. High contrast, large focal subject, safe margins.

Common winning patterns: “Outcome + timeframe” (without unrealistic claims), “Problem/solution” split image, “Offer tile” (clean graphic with product + price/benefit).

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2) Video ads

What it is: Motion creative (often 6–30 seconds) that can run across Feed, Stories, Reels, and in-stream placements.

Best for: Demonstrations, transformations, explaining a process, building trust with faces/voice, showing social proof.

Recommended structures:

  • UGC-style: Hook (0–2s) → problem → quick demo → proof → offer → CTA.
  • Demo-first: Show result first → how it works → proof → CTA.
  • Myth-busting: “Stop doing X” → why → what to do instead → CTA.

How to build (step-by-step):

  • Step 1: Script the first 2 seconds. The hook must be visual and verbal (if sound on).
  • Step 2: Show the product/service in action. Avoid long intros and logos.
  • Step 3: Add proof. Testimonials, ratings, credible stats with context, or a quick case study snippet (avoid exaggerated claims).
  • Step 4: Add captions. Many viewers watch without sound.
  • Step 5: End with a single CTA. “Get a quote”, “Book a consult”, “Shop now”.

3) Carousel ads

What it is: A swipeable set of cards (images or videos). Each card can have its own headline and destination.

Best for: Multiple products, feature breakdowns, step-by-step processes, storytelling, comparisons.

High-performing carousel frameworks:

  • Feature ladder: Card 1 hook → Cards 2–4 features/benefits → Card 5 proof → Card 6 offer/CTA.
  • Use-case carousel: Each card = a different scenario (“For busy parents”, “For remote teams”, etc.).
  • Before → during → after: Show process stages (avoid sensitive “before/after” in restricted categories; keep compliant and non-sensational).

How to build (step-by-step):

  • Step 1: Decide the swipe incentive. “See the 5 steps”, “Compare options”, “Pick your style”.
  • Step 2: Make card 1 the hook. It must stand alone in case users don’t swipe.
  • Step 3: Keep a consistent design system. Same typography, margins, and color palette.
  • Step 4: Use short headlines per card. Think “label”, not paragraph.
  • Step 5: End with a clear offer card. Reinforce CTA and what happens next.

4) Collection ads

What it is: A hero image/video plus a grid of product tiles that opens into an instant, mobile-first browsing experience.

Best for: Ecommerce catalogs, showcasing a range, seasonal drops, bundling, upsells.

How to build (step-by-step):

  • Step 1: Choose a hero that sells the category. Lifestyle or product-in-use works well.
  • Step 2: Curate the first 4–8 items. Lead with bestsellers or highest-margin items (depending on goal).
  • Step 3: Align hero message with the tile set. If hero says “Winter Essentials”, tiles must match.
  • Step 4: Keep pricing/discount messaging consistent. Avoid bait-and-switch perceptions.
  • Step 5: Add a simple CTA. “Shop the collection”.

5) Reels and Stories placements (full-screen vertical)

What it is: 9:16 immersive placements where users expect fast, native-feeling content.

Best for: Short-form video, creator/UGC, quick demos, limited-time offers, top-of-funnel discovery.

Creative requirements mindset: Design for thumb-stopping motion, big readable captions, and one idea.

How to build (step-by-step):

  • Step 1: Start with action. Hands using product, face-to-camera with a strong opening line, or immediate result.
  • Step 2: Use on-screen captions as the “spine”. 5–8 words per beat.
  • Step 3: Keep key elements away from UI zones. Leave safe space near top and bottom.
  • Step 4: Use quick cuts. Change scene every 1–2 seconds if possible.
  • Step 5: End with CTA + next step. “Tap to book”, “Tap to see sizes”.

6) Lead form ads (Instant Forms)

What it is: An ad that opens a native form inside Meta to collect contact details (often pre-filled), reducing friction.

Best for: Quotes, consultations, demos, waitlists, local services, B2B lead capture.

Key tradeoff: Lower friction can mean lower intent. You must qualify leads with smart questions and clear expectations.

How to build (step-by-step):

  • Step 1: Make the offer specific. “Get a 15-min audit” beats “Contact us”.
  • Step 2: Add a short benefit list. What they get, how fast, what it costs (if applicable).
  • Step 3: Ask only what you need. Name, email, phone—then 1–3 qualifying questions.
  • Step 4: Use a qualifying question type. Multiple choice works well (e.g., budget range, timeline).
  • Step 5: Confirm next steps on the thank-you screen. “We’ll text within 10 minutes” or “Book your slot now”.
Lead quality leverHow to applyExample
Expectation settingState who it’s for and what happens next“For businesses doing $5k+/mo in ad spend. We respond within 1 business day.”
QualificationAdd 1–3 questions that filterTimeline: “This week / This month / Just researching”
Friction (intent)Use review step or add a short open field if needed“Describe your goal in one sentence”

Creative brief template (copy/paste)

Use this template to keep your creative consistent across formats while still testing different angles.

CREATIVE BRIEF (Meta Ads)  v1.0  Date: _______  Owner: _______  Format(s): _______  Placement(s): _______  Audience: _______  Objective: _______  Landing/Lead: _______  KPI: _______  Budget note: _______  Compliance category (if any): _______  Hook (0–2s or first visual): - Pattern interrupt: __________________________ - First line (optional): ________________________ Problem (what they feel/face): - Pain point in plain language: ________________ - What they’ve tried: _________________________ Proof (why believe you): - Evidence type: (testimonial / demo / stats / credentials) - Proof asset link: ___________________________ - Proof statement (with context): ______________ Offer (what they get): - Offer: ____________________________________ - Price/terms (if relevant): ___________________ - Risk reducer: (trial / guarantee / cancel anytime): ______ CTA (single next step): - Button: (Shop Now / Learn More / Get Quote / Sign Up) - CTA line: __________________________________ Compliance checks (must pass): - No prohibited personal attributes (“Are you…”, “Do you have…”) - No exaggerated or unrealistic claims - No misleading before/after or sensational imagery - Clear terms for discounts, trials, subscriptions - Proper disclaimers if needed (availability, results vary) Production notes: - Aspect ratios needed: 1:1, 4:5, 9:16 - On-screen text max: short phrases, high contrast - Captions: yes/no  Brand assets: logo usage: _______  colors/fonts: _______  UGC/creator permissions: _______

Adapting one concept into multiple formats and aspect ratios

Instead of inventing new ideas for every placement, build one core concept and adapt it. This keeps your testing clean: you’re changing the wrapper (format) while keeping the message consistent.

Step-by-step: one concept → a full creative set

  • Step 1: Define the “one sentence concept”. Example: “Get a same-day roof repair quote with photos—no phone tag.”
  • Step 2: Identify the core proof asset. Example: 10-second clip of technician reviewing photos + 2 customer reviews.
  • Step 3: Create a master script (15–20s). Hook → problem → proof → offer → CTA.
  • Step 4: Derive format variants:
    • Single image: Outcome photo + “Same-day quote” + CTA in copy.
    • Video (Feed): 15–20s with captions and a slower pace.
    • Reels/Stories: 7–12s cutdown with faster edits and bigger captions.
    • Carousel: Card 1 hook, Card 2–4 steps, Card 5 proof, Card 6 CTA.
    • Collection (if ecommerce): Hero video + tiles of best sellers tied to the same promise.
    • Lead form: Same hook + “Get quote” form with 2 qualifiers (timeline, service type).
  • Step 5: Export aspect ratios intentionally. Don’t auto-crop and hope. Re-compose for each ratio.

Aspect ratio cheat sheet (practical)

Placement tendencyRecommended ratioDesign notes
Feed (FB/IG)4:5 or 1:14:5 often takes more screen space; keep key text centered.
Stories/Reels9:16Use safe margins; keep captions mid-screen; avoid bottom CTA overlap.
Carousel cards1:1 or 4:5Consistency across cards matters more than fancy layouts.

Example: same offer, adapted across formats

Offer: “Free 7-day meal plan + grocery list” (lead capture)

  • Single image: Photo of finished meals + overlay “Free 7-day plan” + primary text explains who it’s for.
  • Reels: 9:16 montage of 3 meals in 1 second each + caption “Stop guessing dinner” + CTA “Get the free plan”.
  • Carousel: Card 1 “Free 7-day plan” → Card 2 “15-min dinners” → Card 3 “Budget-friendly” → Card 4 “Grocery list included” → Card 5 testimonial → Card 6 CTA.
  • Lead form: Form headline “Get the plan” + qualifier “Diet preference: None / Vegetarian / High-protein”.

Writing ad copy with clear value propositions

Strong copy makes the promise obvious and reduces confusion. Aim for clarity over cleverness.

Value proposition formula

Use this structure to write copy that’s easy to scan:

[WHO] get [PRIMARY OUTCOME] without [PRIMARY PAIN] using [MECHANISM], so you can [SECONDARY BENEFIT].

Example (service): “Homeowners get a same-day repair quote without waiting for a site visit using photo-based estimates, so you can schedule the fix faster.”

Example (product): “Remote teams get clearer standups without extra meetings using async check-ins, so projects move forward daily.”

Practical copy blocks you can mix-and-match

  • Hook line (first sentence): “If you want X, but hate Y…” / “Here’s how to get X in less time…”
  • Benefit bullets (2–4): Short, outcome-focused, specific.
  • Proof line: “Rated 4.8/5 by 2,000+ customers” (only if true and current).
  • Offer line: “Get 20% off through Sunday” (include terms if needed).
  • CTA line: “Tap ‘Get Quote’ to see options.”

Copy examples by format

Single image (primary text):

Same-day quote. No phone tag. Send a few photos and we’ll reply with pricing + next steps. Tap Get Quote to start.

Reels/Stories (on-screen captions):

Stop waiting for estimates. Send photos → get a same-day quote. Tap to start.

Carousel (card headlines):

Card 1: Same-day quote (with photos) Card 2: Tell us the issue Card 3: Upload 3–5 photos Card 4: Get pricing + timeline Card 5: “Fast and fair pricing” — Customer review Card 6: Tap Get Quote

Mobile-first design: do’s and don’ts

Do’s (practical)

  • Design for one-thumb scanning. One focal point, one message, one CTA.
  • Use high contrast. Light text on dark overlay or dark text on light background.
  • Make text big enough. If you can’t read it at arm’s length on a phone, it’s too small.
  • Use captions for video. Burned-in captions or clear subtitle styling.
  • Front-load the value. Put the outcome in the first line and first visual.
  • Show the product/service early. Don’t hide it behind long intros.
  • Keep branding subtle but present. Small logo or consistent color palette; avoid heavy borders.

Don’ts (common performance killers)

  • Don’t cram multiple offers into one ad. It dilutes the decision.
  • Don’t rely on tiny UI-like screenshots. They become unreadable in Feed.
  • Don’t use low-light, shaky footage without intent. “UGC style” still needs clarity.
  • Don’t place key text at the very top/bottom in 9:16. It can be covered by interface elements.
  • Don’t overuse all-caps or excessive punctuation. It reduces trust and readability.

Avoiding common policy pitfalls (claims, attributes, and trust)

Many ad disapprovals (and performance issues) come from wording that feels invasive, misleading, or overly absolute. Build a habit of running a quick compliance pass before launching.

1) Avoid personal attributes and “calling out” the user

Risky: Directly asserting someone’s health condition, financial status, or personal traits.

Don’tDo instead
“Do you have acne?”“Acne-friendly skincare for clearer-looking skin.”
“Are you overweight?”“Simple routines to support your fitness goals.”
“Tired of being broke?”“Learn budgeting habits that help you save more.”

2) Avoid exaggerated, absolute, or guaranteed outcomes

  • Don’t: “Guaranteed results”, “Lose 10 lbs in 7 days”, “Make $10k this week”.
  • Do: Use realistic framing and variability: “Results vary”, “Designed to help”, “Many customers see…”, and ensure you can substantiate any numbers.

3) Be careful with before/after and sensitive comparisons

Even when not explicitly prohibited in your category, sensational “before/after” imagery can trigger review issues and reduce trust. Prefer process and demonstration over shock-value transformations.

  • Better alternative: Show the routine, the tool, the workflow, or the finished result without humiliating “before” framing.

4) Make offers and terms clear

  • Don’t: “Free” if there are hidden conditions.
  • Do: Clarify: “Free trial (cancel anytime)”, “Free consultation”, “Discount applied at checkout”, “Limited to new customers”.

5) Avoid misleading functionality or fake UI

Ads that mimic system alerts, fake buttons, or deceptive interface elements can be flagged and also harm conversion trust.

  • Do: Use real product screens and honest demonstrations.
  • Don’t: Add fake “1 new message” badges or fake progress bars implying something is happening on the user’s device.

Compliance mini-checklist (run before publishing)

  • Is the claim specific and supportable (or appropriately qualified)?
  • Does the copy avoid personal attributes and invasive phrasing?
  • Are discounts, trials, subscriptions, and limitations clearly stated?
  • Is the creative free of sensational/shocking imagery?
  • Is the CTA consistent with the destination (no bait-and-switch)?

Now answer the exercise about the content:

You want to capture lead details without sending people to a landing page, but you’re concerned that easier forms may attract low-intent leads. Which approach best fits this situation?

You are right! Congratulations, now go to the next page

You missed! Try again.

Lead form ads collect details inside Meta with lower friction, which can reduce intent. Adding qualifying questions and setting clear expectations helps improve lead quality while keeping the no-landing-page flow.

Next chapter

Meta Ads Foundations: Placements, Delivery Settings, and Brand Safety

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