Tips & Tricks

19 actionable tips organized by workflow stage to help you master Lofi and maximize your advertising ROI.

1Planning & Strategy
Define a SMART Goal
1

In Campaigns > Create Campaign, select your objective and enter a SMART goal—e.g. "Generate 50 leads at <$20 CPL this month"—in the "Describe your goal" field. This gives Lofi's AI a precise target to optimize toward.

Segment by Funnel Stage
2

Create one campaign for New Customers (lookalike) and another for Website Visitors (Custom Audience) under the Audience step. This tailors messaging and budgets to cold vs. warm audiences without overly granular manual filters.

Use Descriptive Campaign Names
3

Name campaigns with objective + month (e.g. "June Sales – Retarget"). This makes it easy to scan your Campaigns list and compare results.

Leverage Date Presets
4

On the Dashboard, choose "Last 7 days," "Last 3 months," or a custom range from the date picker to quickly see performance trends before and after optimizations.

2Budgeting & Allocation
Apply the 70–20–10 Rule
1

In Campaigns > Budgets, dedicate 70% of spend to proven winners, 20% to promising tests, and 10% to experiments. This balances reliable ROI with ongoing innovation.

Use Daily & Lifetime Budgets
2

Choose daily budgets for consistent pacing or lifetime budgets for flexible spend across your campaign window. Daily ensures even delivery; lifetime lets Lofi optimize spend timing.

Pause Non-Performers Quickly
3

In the Campaigns list, open the "…" menu and select Pause on any campaign that spends but doesn't convert after one week. This stops wasted spend and frees budget for higher-ROI efforts.

Reallocate Budget Monthly
4

At month-end, revisit Campaign Budgets and shift funds away from low-ROI campaigns to top performers to keep spend aligned to what's working best.

3Audience & Targeting
Don't Over-Specify Your Audience
1

Pick broader segments (e.g., "Fitness Enthusiasts") instead of stacking many narrow interests. Lofi's AI will refine delivery—overly narrow audiences limit reach and drive up costs.

Leverage Pixel Setup Help
2

If your Pixel or Tag isn't installed, tap Contact Marketing Manager in Settings > Ad Accounts to ensure proper conversion tracking without code implementation.

4Creative & Copy
Mobile-First Formats
1

In Creative > Adobe Express, choose vertical (9:16) for Stories and square (1:1) for feeds; add bold text overlays. This optimizes for readability and native presentation on mobile devices.

Front-Load Your CTA
2

Start your headline with the benefit followed by the call-to-action (e.g., "Save 20% Now – Shop Today") to capture attention immediately and guide the next step.

Benefit from Lofi's Auto-Rotation
3

Upload multiple creatives per campaign and let Lofi cycle them automatically. Lofi retires underperformers and surfaces best-performing assets—no manual swaps needed.

5Industry Best Practices
E-commerce / Retail
1

Focus on product benefits, social proof, and urgency. Highlight unique features, mention limited-time offers, and use social proof like "Over 10,000 sold!" CTAs: Shop Now, Get Offer, Learn More.

Health & Wellness
2

Focus on transformation, trust, and simplicity. Use calming, result-driven language and build trust with credentials. Example: "Feel better, naturally—with personalized wellness plans." CTAs: Book Now, Learn More, Contact Us.

Tech / SaaS
3

Focus on problem-solving, features, and ease of use. Highlight time or cost savings and promote demos. Example: "Manage everything in one dashboard—no coding needed." CTAs: Sign Up, Learn More, Subscribe, Download.

6Campaign Creation & Launch
Follow the Four-Step Wizard
1

Click Create Campaign and complete Steps 1 (Strategy), 2 (Platforms), 3 (Creative), and 4 (Launch) in order—use Save as Draft if you pause. This ensures every required field is addressed in a logical flow.

Keep "Expert Options" Collapsed
2

Unless you need advanced controls, leave Expert Options hidden in each step. Lofi's defaults and AI optimizations handle advanced settings for you.

Review the Campaign Summary
3

On the final screen, check the Campaign Overview sidebar for budget, schedule, and service-fee breakdown; edit if needed. This verifies all critical details are correct before going live.

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