From first sign-in
to a paused Meta ad.

01 · Register and open a workspace

Open SocialManager24. Choose Create account, enter your email and a password of at least eight characters, then submit. You can also use Continue with Google where Google sign-in is configured. Existing users choose Sign in.

1. On Dashboard, enter a Workspace name, such as your brand or client name.
2. Choose Create Workspace. If no organization exists, the creation flow can create one; the empty dashboard also offers Create Organization.
3. Open your workspace. Use the workspace selector at the top of the sidebar to switch between clients. Always check this name before uploading a brief or choosing an ad account.

A workspace groups the brand profile, ideas, creative campaigns, assets, team access, and account connections. Use a separate workspace when a client needs its own brand context and permissions.

Add teammates

In Members → Add Member, enter the teammate’s email, optional name, and role. A manager or owner manages membership. For predictable onboarding, have teammates register first with the same email; adding a member grants access and is not an emailed invitation flow.

Ready to continue: you can see the correct workspace and its sidebar.

02 · Give the agents your brand context

1. Open Brand Onboarding.
2. Under Agentic Intake, enter your Website and Goals. Explain the product, market, audience, and business outcome.
3. Select Build Brand Bible. Wait for the result; use Refresh to check it.
4. Review the generated positioning, language and market, offer, target audience, voice, fonts, saved logos, proof points, content pillars, and campaign seeds.

Check the result against your actual brand. If the website does not explain a constraint, include it explicitly in your brief: approved logo, exact offer, brand colors, reference material, prohibited claims, and required language. Website extraction is a starting point; it does not establish that every inferred claim is approved.

Assets is the workspace’s media library. Keep approved references identifiable and tell the agent which materials to use in the brief. The ready-brief import described below accepts text documents, not a ZIP of brand media.

Ready to continue: the brand summary, audience, language, and offer are understood.

03 · Know where the work lives

Publish and Connect Channels support the organic publishing route. Selecting Social media in a brief does not connect a channel or publish a post. This guide follows the paid Meta route after creative review.

04 · Choose how to start your idea

Open Ideas or New idea / brief. Choose the path that matches what you already have.

A. “Suggest ideas” — develop a concept with an agent

1. Select Social media, Performance, or both, then continue.
2. Give the agent a direction: goal, language, audience, topic or offer, channels, desired formats, quantity, and constraints.
3. Request suggestions. The agent uses your input and workspace brand context to propose concepts.
4. Read the concept cards. Answer any follow-up questions or add Your guidance, then choose Refine suggestions if needed.
5. Select a concept and review the resulting editable brief. You can change the context or choose Write my own brief instead.

Continue latest suggestions lets you return to your latest suggestion task. If a suggestion fails, use its retry option or continue with a direct brief.

B. “I know what I need” → “I have a ready brief”

1. Enter a Brief title and upload an RTF, TXT, or Markdown file, up to 5 MB. Export DOCX or PDF to one of those formats first.
2. Optionally select Social media, Performance, or both. Leave it blank if the document already explains the purpose.
3. Add any updates in Additional context.
4. Choose Import and prepare plan. The agent reads the document, preserves the original, and prepares a plan or asks clarification questions.

C. “I know what I need” → “Help me build a brief”

Choose one or both purposes, complete the guided context, then review your brief using the next section.

All three paths lead to a production brief. Importing or requesting a plan is not approval to launch advertising.

05 · Build and review the brief

Static design approach

For static images and carousel slides, choose AI-designed — complete creative composition or Precision layout — controlled layout and exact assets. The latter is useful when placement and supplied assets need tight control. This choice applies to static work; it should not be requested for a video-only brief.

Save or start planning

Save idea keeps an unstarted idea for later. Reopen it through Saved ideas → Develop brief. Send to production planning hands it to the planning workflow, which asks for plan approval before production. An optional source attachment on the review screen is submitted with planning; saving an idea alone does not upload that attachment.

06 · Answer questions and approve the plan

1. Open Production and find the brief. During Planning, open the brief to check for questions.
2. Answer missing information and select Submit answers.
3. At Awaiting plan approval, choose Review plan.
4. Read the business objective, summary, destination, format totals, and every proposed creative. Check its hook, message, supporting copy, CTA, rationale, dimensions, quantity, and placements.
5. Check Missing information and Assumptions. Ensure the deliverable total and allocation match your request.
6. Add a Review note if needed. Choose Approve plan to authorize production, or Reject with a reason if the plan is unsuitable. Rejection is not an approval or a guarantee of automatic replanning; check the resulting state before proceeding.

07 · Follow production and QA

The Production board updates automatically while visible. Enable Show empty stages to see the full workflow. Use Progress by creative to inspect individual outputs.

The output counter measures creatives with exports, not completed QA. “2 / 2 creatives with outputs” can still mean the outputs need fixes. The export progress bar is not a time estimate. “Last activity” refers to the last recorded milestone; some generation steps run for a while without a new milestone.

Who reviews next?

QA pending / in progress means an agent reviews next. Agent requested fixes or Agent applying fixes means the automated repair workflow is working. Human intervention required means automation cannot complete the current repair unaided. Ready for your approval means the creative passed agent QA and now needs your decision.

Missing QA is not a pass. Automated repair has a limited number of rounds; a blocked result should remain visible rather than being treated as finished. If a task appears stuck, inspect its activity and error information before requesting another iteration.

08 · Review images and videos precisely

In Campaigns, open the creative campaign. Select an output on the left and the intended revision in the revision selector. Use the viewer’s zoom and download controls as needed. Review the Feedback, QA, Decisions, and Brief tabs for context.

For a video

1. Stay in Watch mode while viewing. Playback controls are above the video: Play / pause, mute, one-second backward and forward steps, and a scrubber.
2. Pause or scrub to the exact moment needing a change.
3. Select Pin for a point or Area for a region, then mark the visual problem. This captures the current timestamp and revision.
4. Describe the issue and the required correction, then save the feedback. Scrubbing after placing the annotation does not change its captured time.
5. Use timeline markers or click saved feedback to return to the associated moment. A timed pin appears near its recorded moment; untimed general or older comments do not identify a scene.
6. When your comments are complete, choose Iterate new version. Saved feedback alone is not the same as requesting an iteration.
7. Wait for the new revision and QA. Select that revision and check that your issue is resolved without introducing another defect.

For a static image, use Pin or Area to identify the location; no video timestamp is needed. Feedback belongs to the revision you reviewed. Check the revision selector before annotating or comparing versions.

Watch the entire video, including transitions, text, audio, and final CTA. Check physical plausibility, spelling, legibility, branding, and offer accuracy. A QA pass helps you review; it does not replace your judgment.

09 · Reject, reuse, or request variants

The action bar applies to the selected ad revision. Check both the output and revision before proceeding.

Use an iteration to correct the existing creative; use inspiration or variants when you want additional ads. Review the action history to see the request, task status, and draft link.

10 · Connect the workspace to Meta

A Manager or Owner completes this setup in Meta Ads. You can do it before creative production so the destination is ready.

1. Open Connect Meta Ads and enter the business name, optional Business ID, and the ad account ID.
2. Choose Read/write, paused drafts only for this workflow. Read-only access cannot submit ads.
3. Add the Page IDs that may represent the advertiser. Add Instagram actor IDs if needed. Add Pixel / dataset IDs when preparing website leads or sales campaigns.
4. Enter the monthly budget guardrail, human approver email, and default landing-page URL. Attribution window, ROAS and CPA targets, catalog IDs, competitors, and brand-safety notes provide additional context where applicable.
5. Choose Save Meta Ads Mapping.
6. Select Connect Meta Ads OAuth. Sign in to Meta as a business user with access to the configured account and complete the authorization. Return to SM24 and check the connection status.

Saving the account mapping and connecting OAuth are separate steps: entering IDs alone does not grant access. Account, Page, Instagram, and dataset choices must belong to the workspace’s configured mapping and be accessible through the connected Meta account.

You do not need to open or copy the MCP endpoint to follow this user-interface guide. If OAuth cannot start or access is missing, ask the workspace administrator to check the connection and configured Meta application.

Ready to continue: the correct ad account and Page are selectable, and the connection can create paused drafts.

11 · Prepare the Meta advertising draft

Return to the campaign and select Approve for Meta on the intended output. It must be the latest revision, have a passed QA review, have no active repair, and not be rejected.

Step 1 — Destination

• Select the assigned ad account and Facebook Page, plus an Instagram identity if required.
• Name the new Meta campaign and new ad set.
• Enter the HTTPS landing-page URL and copy language.
• Provide copy direction and the exact approved offer, including conditions the agent must preserve.

Step 2 — Goals and budget

Step 3 — Review handoff

Check the exact creative revision, account, Page, campaign and ad-set names, objective, budget, dates, audience, placements, tracking, destination, and copy direction. Select Approve creative & prepare Meta draft.

The agent prepares primary text, headline, description, CTA, and tracking, then saves a draft for approval. Follow the action history to its draft in Meta Ads.

12 · Review, approve, and submit paused to Meta

1. Open Meta Ads → Drafts, or follow the draft link from the campaign action history.
2. Expand Review campaign settings and ad copy. Read the primary text, headline, description, CTA, landing page, tracking tags, and identity.
3. Check the objective, campaign and ad set, budget, schedule, countries, ages, placements, and conversion setup. Use View approved creative revision to verify the exact media.
4. A Manager or Owner chooses Approve if everything is correct, or Reject if the draft is unsuitable. Resolve the problem and prepare a corrected draft before submission.
5. After approval, choose Submit paused to Meta. This is the action that uploads the media and creates the advertising objects in Meta.
6. Check the submission result. A video can need additional processing; an incomplete submission may show a readiness issue and require retrying the existing draft.
7. Confirm that the campaign, ad set, and ad were created and remain paused. Check the account and object identifiers or links returned by the submission before considering the handoff complete.

Successful submission depends on your Meta account permissions, valid settings, and completed media processing. If Meta reports an error, use the returned reason rather than treating the internal “Approved” state as proof of submission.

13 · Troubleshooting and final checklist

Before you submit

These checkboxes are a reading aid in this guide. They do not update SM24 or approve anything.