Getting Started with Lofi
Follow these 3 essential steps to launch your first campaign, plus optional advanced features for teams with governance needs.
What You'll Need Before You Launch
Make sure you have these essentials ready before diving into your first campaign.
- •Ad accounts on at least one platform (Meta, Google, TikTok, etc.)
- •A valid payment method (credit or debit card)
- •Recommended: Conversion tracking installed (Meta Pixel or Google Tag)
- •Optional: Brand assets like logo, colors, images, or slogans
- •Optional: Visual or video creatives for your ads
Essential Steps
Set Up Your Billing Info
To enable campaigns to run, your billing must be configured first. Go to Settings > Billing and add your payment method, confirm your billing address, and choose your plan.
What you need to do:
- Add your payment method (credit or debit card)
- Confirm your billing address and tax ID (if applicable)
- Choose the plan that suits you (Core or Advanced)
- Review your upcoming charges and download invoices
- Note: Lofi uses your card for subscription fees and a service fee based on your ad spend
Connect Your Ad Accounts
To begin advertising, connect the platforms where you want to run your campaigns. Navigate to Settings > Ad Accounts and follow the guided authorization steps.
What you need to do:
- Click "Connect" next to Facebook, Google, TikTok, etc.
- Follow the guided authorization steps
- Your Lofi Marketing Manager can assist in linking accounts and setting up conversion tracking
- Ensure Meta Pixel or Google Conversion Tag is installed for accurate measurement
Create and Launch Your First Campaign
Now that you're connected and funded, you're ready to go live. Click Campaigns > Create Campaign and follow our step-by-step flow.
What you need to do:
- Step 1: Choose Campaign Strategy (goal: Conversions/Traffic/Awareness, audience: New/Existing/Website Visitors, location)
- Step 2: Choose Platforms (Social/Search, select platforms like Facebook/Instagram/Google/TikTok, pick ad formats)
- Step 3: Add Creative & Copy (upload/select/generate with AI, write headlines and CTAs, preview across platforms)
- Step 4: Set Budget & Launch (Standard with dates or Evergreen always-on, set daily/total budget, review and launch)
- Lucy runs a pre-launch audit to ensure everything is ready to perform
- After launch, monitor results in your Dashboard with real-time insights on Conversion Performance and Spend Effectiveness
Advanced Features (Optional)
For teams with advanced governance needs or those managing multiple campaigns and brand consistency requirements.
Upload Creative Assets
Build your library of reusable content for advanced campaign planning and team collaboration.
What you can do:
- Upload images, videos, and audio files
- Filter by usage or type (e.g., used in ads, favorites)
- Use Adobe Express to create or edit creative right from within Lofi
- Especially helpful for planning campaigns in advance or sharing assets across team members
Define Your Brand Settings
Configure your brand profile for consistent messaging and visual identity across all campaigns and platforms.
What you can do:
- Upload your logo, brand colors, and fonts
- Set your tagline, mission, and tone of voice
- Document key messaging pillars, copy guidelines, and design dos/don'ts
- Use the AI Brand Scanner to pull details directly from your website
- Your campaigns and creative tools will automatically reflect these brand elements
Ready to Grow Your Business?
Join Lofi today and experience the future of advertising. No credit card required.