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Quickstart Guide

In this quick start guide, we’ll work on getting you and your team to create your first campaign with Scalify — Starting with these key tasks to do.

Start Free Trial

Here’s a step-by-step guide on how you can create your Scalify account.

Demo Video

In this video, we’ll go over the core features and tools you need to get started:

If this is your first time using a solution like Scalify, visit this introduction article to learn what Scalify is, who it’s for, and how you can use it.

Start Collaborating

1. Add Team Members

Follow the steps below to add teammates and collaborate:

  1. On, click on Settings from the sidebar.
  2. Click on the Team tab.
  3. Click on the Invite User button.
  4. Uncheck the All boxes to reveal the permissions for LaunchAnalyzeAutomate, History, and Offers. Select the boxes of the permissions you want to grant your teammate.
  5. Uncheck the All box in Ad Accounts and Stores & Websites then select the boxes of the assets you want to grant your teammate access to.
  6. Click on the Generate Link button.
  7. Copy the generated link and share it with your colleague via email or a communication channel of your choice.

Note: By leaving the boxes on default, your teammate will be assigned the role of admin.

2. Add Stores & Websites

You can use one Scalify plan to work on multiple stores and websites. Click on any of the following links to add:

Set Up Offers

In Scalify, your product and landing pages are organized in the Offers tab.

This allows you to easily launch ads with a product or landing page attached.

Note: Although adding Offers makes your workflow smoother and saves you time, you can create campaigns without an Offer attached by clicking on the Skip button.

1. Sync Products

If you’ve connected Scalify with a supported platform such as:

Your products will be synced automatically into the Offers tab and you can skip to the next step.

2. Add Products Manually

For non-supported platforms, there are 2 ways you can add your products to Scalify. Click on any of the following links:

3. Add a Landing Page

Follow the steps below to add a landing page in Offers:

  1. Click on Offers from the sidebar.
  2. Click on the Add Offer button in the top right corner.
  3. From the drop-down, select Website Page.
  4. Give your page a name, set the cost of goods sold, and enter your landing page’s URL. You can add multiple.
  5. Optional: Enable Conversion Tracking to get insights on your landing page’s performance.
  6. Optional: Enter the link to your Thank you page or to the redirecting page of the conversion you desired, and set its conversion value which is the average revenue earned of each conversion.
  7. Optional: Add tags and an image to identify and label your offers.
  8. Click on the Save button.

Note: The domain remains fixed to the one you added during account creation. To add a landing page with a different domain, click on New Domain from the drop-down.

Now that your landing page is saved successfully, you can go ahead and create your first campaign.

Create Campaign

Launch a Targeting Ad Campaign

Targeting ad campaigns allow you to target new prospects using Facebook’s interests.

To create your first prospecting ad campaign, please follow along with this video:

You can also check out our detailed step-by-step prospecting tutorial here.

Launch a Retargeting Ad Campaign

Retargeting ad campaigns allow you to recover prospects who visited your website but didn’t perform the desired action you optimized for.

To create your first retargeting ad campaign, please follow along with this video:

Related: Creating a retargeting campaign.

Launch a Dynamic Retargeting Ad Campaign

Dynamic retargeting ad campaigns allow you to remind your website visitors of items they viewed but didn’t purchase, using interactive carousel ads.

To create your first dynamic retargeting ad campaign, please watch this video:

Related: Creating a dynamic retargeting campaign..

Activate an Automation Strategy

Automation strategies allow you to optimize your ads automatically to reach top performance with your budget and creatives.

To enable a strategy, please watch this video:

Related: Using the strategies library.

Integrate Google Analytics

Integrating Google Analytics with Scalify allows you to track your campaigns using UTM tags, view website data, and know your revenue.

Follow the steps below to integrate your Google Analytics account with Scalify:

  1. On, click on Settings from the sidebar.
  2. Click on the Google Analytics tab from the settings sidebar.
  3. Click on the Connect the Google Analytics button.
  4. A new window will open, choose the Google account with admin access to your Google Analytics account.
  5. Click on the Allow button to grant Scalify permission to view your Google Analytics.
  6. Choose the Google Analytics account — that is integrated with your website — to use with Scalify, by clicking on the drop-down arrows. Click Next when you’re done.

Now that your Google Analytics account is successfully connected with Scalify, you can start adding UTM tags to your your campaigns and analyze your progress in Analyze.

Setup Analyze

Analyze enables you to track your campaigns’ performance in particular and keep up with your business in general.