How getting started works
Getting started takes a few short steps on your side. Our team does the heavy lifting: tracking, an account audit and a clean rebuild. Then your agent starts emailing you.
The steps at a glance
- Talk to our team. We go through your business, your goals and which agents suit you: Google Ads, Facebook & Instagram Ads, Agentic SEO, or a combination.
- Open your welcome email and click the setup button.
- Set up your account in six quick steps.
- Complete the onboarding form, which takes about three minutes.
- Give us access to your Google Ads and/or Facebook ad account.
- We set everything up: conversion tracking, call tracking, an audit and a rebuild.
- Your first daily email arrives and you start approving changes by reply.
1. Your welcome email
Once your subscription is set up you'll receive an email titled "Welcome to Campaign Brain — your AI Agent is on the way". It comes from your agent's own address:
- googleads@campaignbrain.io if you have the Google Ads agent, or
- facebookads@campaignbrain.io if you only have the Facebook & Instagram Ads agent.
It contains a Set up my account & complete onboarding button. The link is personal to you and stays active, so you can come back to it later. It also explains how to talk to your agent, and includes an invitation to our Skool community.
Can't find it? Check your spam or junk folder, and mark emails from campaignbrain.io as "not spam" so your daily briefings land in your inbox. If the setup link doesn't open, just reply to the welcome email and we'll sort it out.
2. Set up your account
The setup button takes you through six short steps:
| Step | What you'll do |
|---|---|
| 1. Create password | Choose a password of at least 8 characters. You can also tick Give another person access to the dashboard & AI Agents and enter their email; they'll get their own "Set my password" email. |
| 2. Business goals | A few words on what you want to achieve, for example "30 leads a month for blocked drains in Western Sydney". |
| 3. Competitors | Optional: up to three competitor websites. |
| 4. Business type | eCommerce (online sales) or Service / Tradie (leads). |
| 5. Your target | A target cost per lead (for lead businesses) or target return on ad spend (for eCommerce). Choose "I don't know" if you're not sure; we'll work it out with you. |
| 6. Email frequency | Every day (recommended) or Once a week on a day you choose. You can change this later. |
When you click Finish & go to login, sign in with your email address and new password. You'll land on your dashboard.
3. Complete the onboarding form
The onboarding form gives us what we need to build your campaigns. It takes about three minutes and asks:
- Whether you already have a Google Ads account and/or a Facebook (Meta) ad account, or would like us to create one for you
- Whether you've already given us access (if not, there's a button to do it on the spot)
- The daily budget you'd like to start on, in AUD. This is ad spend only and can be changed later.
- Your campaign goal: leads, ecommerce sales or both
- Where you want to advertise, for example "Sydney and the Blue Mountains"
- Which days to run ads: every day, weekdays only or weekends only
- Anything else we should know: competitors to avoid, brand terms, seasonal timing, promotions
Your account manager follows up within one business day of you submitting it. Until the form is done, your dashboard shows a Finish your onboarding form banner with an Open form button.
4. Give us access to your ad accounts
We work inside your own Google Ads and Facebook ad accounts, so you keep ownership of everything. Connecting Google Ads takes about 30 seconds from the onboarding form. See Connecting your Google Ads and Facebook accounts for the details.
5. What our team sets up
Setup is included in your subscription. Before your agent goes live our team:
- Installs or checks conversion tracking, so leads, calls and sales are counted properly
- Switches on call tracking, so calls from your ads are recorded and transcribed for the agent
- Audits your existing account and rebuilds it into a clean structure for the agent
Setup usually takes three to five business days from when we have access. It can take longer if we're building you a landing page or creating a new ad account for you.
6. Your first daily email
Once you're live, your agent emails you each morning (or once a week, if that's what you chose) with how your ads went and the changes it recommends. Approving a change is as simple as replying. Read Your daily email, explained next.
Still stuck? Reply help please to any Campaign Brain email and our Sydney team will pick it up, or call 1300 304 640. See Getting help from a person.