User guide
Leadsoon, step by step
Never advertised online before? This guide is for you. It follows the order in which you’ll use Leadsoon, from your brand to following up your contacts. Read it in one go, or jump straight to the chapter you need.
1Leadsoon at a glance
The three stages of a campaign, and the words to know.
Prepare, launch, follow up
- What it’s for
- Win new customers with online ads, without knowing anything about advertising.
- What you do
- You describe what you offer. Leadsoon writes the copy, creates the visuals and the web page where future customers leave their details. You then publish the campaign on your own Facebook, Instagram, Google or TikTok accounts, guided screen by screen.
- What happens next
- Every interested person arrives in Contacts, where you follow them until they become a customer.
Everything is saved
- What it’s for
- Stop whenever you like without losing anything.
- What you do
- Nothing: each step is saved as you move on.
- What happens next
- On the home page, the Pick up your campaign banner takes you back to the step where you stopped.
The home page and the menu
- What it’s for
- Go straight to what you want to do.
- What you do
- The home page offers each action with its numbers: campaigns, contacts, photos, videos, posters, pages. The menu on the left goes everywhere; New campaign is at the top. Your name, at the bottom of the menu, opens Plan and credits, Settings and sign out.
- What happens next
- The credits counter, top right, shows what you have left. The Need help? button, top right, answers your questions about the open screen.
A few useful words
- Campaign
- A complete ad, with its visuals, copy, audience and platforms.
- Platform
- The site where your ad shows: Facebook, Instagram, Google or TikTok.
- Visual
- The ad’s image, with its text written on it.
- Web page
- Your offer’s page, with a form where future customers leave their details.
- Contact
- An interested person who left you their name, phone number or email.
- Credit
- The unit of what you create: images, videos, pages, Radar analyses. Copy is free.
- Ad budget
- What you pay the platforms directly, on your own accounts, to show your ad. Leadsoon takes no commission on it.
- Target area
- Where the people you want to reach live: a town and a radius, a region, a country.
2Your brand
Your logo, colours and business, reused in every creation.
Create your brand
- What it’s for
- Make your ads, posters and pages look like you, without typing everything again each time.
- What you do
- On your first visit, paste the link to your website or a social profile: Leadsoon reads your logo, colours and business from it. Check and complete Your brand and Your style. You can also enter everything yourself, or Skip for now.
- What happens next
- Your brand is ready: every new creation uses it.
Edit or add a brand
- What it’s for
- Fix a logo or a colour, or handle several businesses.
- What you do
- Open Brands in the menu. Open a brand to edit it, or create another; the one marked Default is offered first.
- What happens next
- Later creations use your changes. Those already made stay as they are.
3Create a campaign
The eight steps, from your offer to approving your ads.
Getting started
- What it’s for
- Prepare a complete ad, step by step.
- What you do
- Click New campaign, choose the brand, write your offer in one sentence, then Start.
- What happens next
- The bar at the top shows the steps. On the right, your campaign’s summary; Your answers lets you change any answer already given.
Your offer
- What it’s for
- Let Leadsoon understand what you sell, to whom, where and at what price.
- What you do
- Click Analyse my offer. Check What we understood, answer the few questions asked, and say how to talk about the price.
- What happens next
- Your offer is rewritten for advertising: all the copy starts from there.
Your audience
- What it’s for
- Choose whom to talk to, where, and how they will contact you.
- What you do
- Keep the suggested audiences that suit you, or add your own. Enter the area, then choose how to be contacted: qualified leads, direct contact, appointments, sales, sign-ups or visits.
- What happens next
- If your contacts come through a form, your campaign gets a web page (the Page step).
Your market
- What it’s for
- See what your competitors do before creating your ad, and stand out.
- What you do
- Check your business and the area, then "Analyse my market" (1 credit; free if the same search was run in the last 7 days). Tick what is true for you among what few competitors say. This step is optional: "Continue without the analysis" is always there.
- What happens next
- What you ticked is put forward in your visuals and copy; what your competitors repeat won't be your main hook.
Your platforms
- What it’s for
- Choose where your ad will show.
- What you do
- Tick Facebook, Instagram, Google Display, Google Search or TikTok. Those recommended for your business are marked.
- What happens next
- Each platform gets its visuals and copy in the right format.
Your visuals
- What it’s for
- Get your ad’s image, in every format.
- What you do
- Click Create my visuals. Choose a version; Another image or Retouch (colours, photo, mood, style, framing) change it. Set the amount of text and where the logo goes.
- What happens next
- Each image created or retouched costs 1 credit. The logo moves, resizes or hides for free.
The visual’s text
- What it’s for
- Check each phrase written on the image: hook, title, price, button…
- What you do
- Fix or remove a text, then Apply to the image.
- What happens next
- The image is redone with your text (1 credit).
Your page
- What it’s for
- Have a page for your offer, where future customers leave their details.
- What you do
- Click Create my page: three versions arrive. Compare them on computer and phone, ask for changes with Redo the version, then Put this version live.
- What happens next
- The page is online. Its form sends every request to Contacts.
Your ads
- What it’s for
- Write the copy that goes with the image on each platform.
- What you do
- Read each text; Rewrite suggests another. The counter follows the length the platform allows, and the preview shows what your customers will see.
- What happens next
- Copy is free.
Approval
- What it’s for
- Check everything before publishing.
- What you do
- Open each ad, fix it with Edit, then Validate. When all are approved, click Launch the campaign.
- What happens next
- Your campaign is ready: you reach the publishing screen (chapter Publish your campaign).
Find your campaigns
- What it’s for
- Resume a campaign, rename it, copy it or delete it.
- What you do
- Open Campaigns in the menu: the In progress tab lists those to finish, Ready those to publish. A campaign’s … menu offers Rename, Duplicate and Delete.
- What happens next
- Duplicate makes a copy: the original stays as it is. Delete removes the campaign and its visuals, after you confirm.
4Publish your campaign
The pack to download and the guides to publish on your own accounts.
The “Ready to run” screen
- What it’s for
- Have everything you need to publish at hand: settings, copy, visuals, web page.
- What you do
- Go through each platform’s tabs. Copy puts a text on your clipboard; Download saves a visual. Download the full pack takes everything at once, in a .zip file.
- What happens next
- You publish on your own ad accounts: the budget is paid directly to the platforms, with no commission for Leadsoon.
Set up step by step
- What it’s for
- Be guided screen by screen on Facebook and Instagram, Google Search or TikTok, even without experience.
- What you do
- Click Set up on… for a platform. Each step says what to click, what to check and what to copy. Tick the steps as you go.
- What happens next
- At the end, the platform is marked Campaign published. Your progress is kept if you come back later.
Stuck on a step?
- What it’s for
- Find an option that isn’t where the guide says.
- What you do
- Under the step, open the help: it answers with your own campaign’s values.
- What happens next
- Platforms often change their screens: the diagrams are a guide.
5Your contacts
Receive every request, follow it up, and never forget to call back.
Receive your contacts
- What it’s for
- Never lose a request, wherever it comes from.
- What you do
- Leadsoon web pages send their contacts on their own. For your website’s form, or Facebook, Instagram and Google Ads lead forms, open Receive my contacts and follow the source’s instructions.
- What happens next
- Each new contact arrives in Contacts and you get an email. New ones are marked until you have seen them.
Pipeline
- What it’s for
- See at a glance where each contact stands.
- What you do
- The Pipeline view sorts contacts into columns: New contact, To contact, In discussion, Customer won, Lost. Move a card with the arrows. List, Reminders and Statistics are the other views.
- What happens next
- Each change of stage is saved in the contact’s history.
A contact’s record
- What it’s for
- Know everything about a contact and act in one click.
- What you do
- Open a contact: call them, write to them, change their stage, note a conversation, say whether they are hot, warm or cold and what the deal would be worth.
- What happens next
- Everything is dated in the record’s history.
Reminders and appointments
- What it’s for
- Never forget to call someone back.
- What you do
- In the record, Plan a reminder: choose the type, write what needs doing, the day and the time.
- What happens next
- The reminder shows in Reminders and on the home page. On the day, you get an email in the morning. Mark it done when it is.
Add, import, export
- What it’s for
- Keep all your contacts in one place, and take them with you if needed.
- What you do
- Add for someone who called you directly; Import a CSV file; Export to a spreadsheet or another CRM.
- What happens next
- A contact already there (same email or same phone) is not imported twice.
6The Studio
Product photos, videos, posters, web pages and the media library.
Product photos
- What it’s for
- Stage your product in a polished setting, without a photographer.
- What you do
- Upload the product photo (or pick it from the media library), choose a setting and a format, then Create 3 photos.
- What happens next
- Three shots arrive in about a minute, 1 credit each. A shot that fails gives its credit back.
Videos
- What it’s for
- Make an ad video, with or without a presenter, and find it in each of its formats.
- What you do
- In Videos, click New video. Without a presenter: your pictures (or a series made for you), the message, the edit (voice, music, subtitles). With a presenter: the message, the presenter, the script and the voice. Then Create my video.
- What happens next
- The video shows its progress while it’s being made, then downloads in each of its formats. If it fails, its credits are given back.
Posters
- What it’s for
- Create a poster, flyer or menu ready to print.
- What you do
- New poster: the medium, the format, your trade, what the poster must say (with writing help and proofreading), your contact details, the style. Then Create my poster.
- What happens next
- Fix it by writing what to change, then download a PDF for the printer, or a PNG or JPG image.
Web pages
- What it’s for
- A page for your offer, even without a campaign, that receives your contacts.
- What you do
- Open Web pages, create a page and answer the questions.
- What happens next
- The page is published as soon as it is created; its form sends every request to Contacts.
Media library
- What it’s for
- Find all your files in one place.
- What you do
- Filter by type, open a file to enlarge it, select several to download them. Upload adds your own images.
- What happens next
- A photo from the library can be staged or used for a poster.
7The competitor Radar
What your competitors’ ads say, and how to stand out.
Run an analysis
- What it’s for
- Understand your market before creating your ad.
- What you do
- Choose your sector and business, the area to analyse, keywords if you like, then Run my Radar.
- What happens next
- Allow one to two minutes; you can leave the page. The same search run again within 7 days is free.
Read the result
- What it’s for
- Know what to highlight.
- What you do
- Go through your competitors around you, their Facebook and Instagram ads, what they all say, and what almost nobody says.
- What happens next
- What nobody says is where you can stand out in your campaign.
8Plan and credits
What each creation costs, and how to top up.
Your credits
- What it’s for
- Know how many you have left.
- What you do
- The counter, top right, shows your remaining credits. Click it to open Plan and credits and the history of your movements.
- What happens next
- The month’s credits are used first, then those from packs. A creation that fails gives its credits back.
Your plan and packs
- What it’s for
- Get credits every month, or add some.
- What you do
- In Plan and credits, choose a monthly plan, or a pack on top.
- What happens next
- The plan’s credits renew at each billing date; last month’s don’t carry over. Copy stays free, even with no credits.
The price of each creation, in credits, and the plans are on the Pricing page.
9Your settings
Profile, email address, password, theme and language.
Profile and sign-in
- What it’s for
- Keep your name, company and sign-in details up to date.
- What you do
- Open Settings from your name, at the bottom of the menu. Edit your profile, change your email address (a confirmation link is sent) or your password (the current one is asked for).
- What happens next
- Your changes are saved at once, except the address, which changes once the link is opened.
Theme and language
- What it’s for
- Show Leadsoon light or dark, in French or English.
- What you do
- In Settings, Appearance section, or with the sun and moon icon top right.
- What happens next
- The language you choose is also the one of our emails.
Delete your account
- What it’s for
- Leave and erase your data.
- What you do
- In Settings, Ask for deletion.
- What happens next
- Our team deletes your campaigns, creations and remaining credits. Export your contacts first if you want to keep them.
10Frequently asked questions
I closed the page while creating. Have I lost everything?
No. Each step is saved. On the home page, click Resume my campaign, or open it from Campaigns. You come back to the step where you stopped.
I made a mistake in an answer.
Any answer can be fixed. Open Your answers in the campaign, fix it, then Save. Visuals already made keep the old version: make a new one if needed.
Does Leadsoon publish my ad by itself?
No: you publish it on your own Facebook, Google or TikTok accounts. The Ready to run screen and its guides take you screen by screen. You stay in control of your budget, paid directly to the platforms.
What ad budget should I plan?
You set it, on your ad account. The advice What budget for a local ad campaign?, under Going further, helps you work it out. Leadsoon takes no commission on this budget.
I have no credits left.
Copy stays free: you can keep editing it. Add a pack in Plan and credits, or wait for your plan to renew. A creation that fails costs you nothing: its credits are given back.
Where are the people who answered?
In Contacts, from the menu. New ones are marked; the home page shows how many. You also get an email for each new contact.
+Going further
Advice for successful ads, beyond Leadsoon itself.
Your first Facebook ad as a tradespersonLocal targeting, starting budget, visual, text: the step-by-step method for a first Facebook & Instagram campaign that brings in quote requests. · 3 minWhat budget for a local ad campaign?The work-backwards method: start from the number of customers you want, and work back to the budget. The ad networks’ floor, the area’s ceiling, and the three beginner mistakes. · 2 minGoogle or Facebook: where to look for your customers?Intent versus interruption: the real difference between Google and Facebook, and how to choose for your trade: urgency, consideration, or creating the need. · 2 minWriting an ad that makes people callThe hook, the single angle, the proof, the call to action: how to write an effective local ad, and the empty phrases to ban. · 2 minWhere to send your clicks: the page that convertsA paid click that lands on the wrong page is a lost click. What the landing page must contain: a matching promise, a short form, proof, mobile first. · 2 minRaw, verified, exclusive leads: what these words do to the priceThe lead market’s vocabulary explained simply: raw, verified, qualified, exclusive or shared, appointment, and why the cheapest often costs the most. · 2 minCalling a lead back: speed makes the resultThe best-paid lead is worth nothing if it is not called back fast. The call-back window, the pace of follow-ups, and the script for the first call. · 2 minMeasuring a campaign: the three figures that countImpressions, clicks, reach: figures that flatter and pay for nothing. The three measures that tell the truth about a campaign, and how to track them without being a statistician. · 2 minGetting ahead of the season: when to launch your campaignsThe heating engineer who waits until October pays top price for ads. How to read your trade’s seasonality and launch your campaigns before the wave, not on it. · 2 minGetting customer reviews, and really using themHow to ask for a review without awkwardness, when to ask, what to do with negative reviews, and where to reuse your best reviews so they sell for you. · 2 minThe seven mistakes that drain an ad budgetReach too wide, judging in three days, counting clicks instead of customers, the home page as landing page: the classic beginner mistakes, and how each one is fixed. · 2 minDo your advertising yourself, or hand it over?What doing it yourself really costs (in time and mistakes), what a managed service must include to be worth its price, and the questions to ask before handing over your budget. · 2 min
Can’t find your answer? Write to us.