How to Submit a Social Media Ad Design Request / Onboarding Form - Client POV

Completing the form is an important step to creating your digital campaign. It allows you to share details about your business, such as who your ideal customer is and provide your brand assets that will help our design team shape a digital strategy that propels your brand forward.


  1. Once the agreement is signed, you will receive two emails.  One email is to gain access to your customer portal.  The other email will be to complete your social media onboarding form. - You will need to be set up in the customer portal before you can access the intake form.
  2. The onboarding form lives in your customer portal or you can access the form by clicking on the “Complete Social Media Onboarding” button in your social media onboarding campaign email.
  3. In the ARC customer portal, navigate to the Ads Reporting Tab on the left-hand side of the screen.
  4. Once on the Ads Page, select the Social Media Ads tab, located in gray in the center of the page.
  5. Click the onboarding form to start your social media Ad design request.
  6. Share your goals: Target audience, logos, photos, videos, and website.  The sooner this information is submitted, the quicker our team will be about the Ad creation.
  7. Complete this form within 5 business days.  If you prefer CL to pull all brand assets from your print Ad, and website instead of uploading them, you may select the option of “Use Existing Brand Assets”
  8. Provide details about what you want to promote about your campaign.
  9. State who is the target audience for your business., including age range, customer type, or any other demographic identifiers.
  10. Logo is REQUIRED with a minimum of 100 X 100 pixels and be in PNG format.  Logos MUST have a transparent background.
  11. Upload photos to be featured in the Ad with a minimum resolution of 1080 X 1080 pixels.  If NO images are uploaded, CL will use stock images.  You may also browse the Adobe Stock Images for a variety of uses.  Once in Adobe, click on the desired image.  Copy the file number and back in the form, paste the file number.  Click the green submit button.  Repeat process for multiple images.
  12. If you are uploading personal images, click “Add Your Image” instead of Adobe Stock Image.
  13. If you are uploading a video feature, the video must be a maximum of 3 minutes long.  The file should be in MP4 or MOV form.  We CANNOT reconstruct your video format.
  14. Ad Link Options & Meta Compliance:  Option 1 - City Lifestyle Directory Link  (We will link your City Lifestyle digital directory page, which can include a pop-up that redirects viewers to your website.  Option 2 - Direct Website Link (The requires setting up a Meta Business Partnership, including accepting a partner request and giving us Ads & Insights permissions).
  15. Once you have completed the form, select the green submit button at the bottom of the page.
  16. Once the form has been submitted, please allow 2-4 business days for our design team to provide your Ad proofs for three designs via email and manageable through your customer portal.
  17. Our team delivers three custom Ads on your 90 day campaign cycle.
  18. If we do not hear from you within 5 business days, we will pull assets from your print advertisement, website, and social media to begin making your Ad proofs.
  19. Your Ads will go live and your campaign launches within 1-2 business days of approval.
  20. NOTE - Ads are refreshed every 90 days within new promotions.

00:00: Welcome to City Lifestyle. This guide outlines the steps to submit a social media ad design request using the Onboarding Form in your Customer Portal

00:27: As soon as you sign your agreement, you will recieve two emails. One to gain access to your customer portal.

00:34: And the other to complete your social media onboarding form

00:38: You will need to get setup and logged into your customer portal before you can access the intake form.

01:31: If you’d prefer us to pull all brand assets from your print ad, social media, and website instead of uploading them yourself, click on the check box Under Use Existing brand assets. Then select submit to complete the form.

01:45: For a more hand on approach, continue filling out the rest of the form. Provide us details about what you want to promote about your business in the text field. such as services your offer, new products, seasonal deals, what makes your business stand apart from other businesses in your industry.

02:03: Who is the target audience for your business? Tell us the age range, customer type, or any other demographic identifiers for your ideal customer.

02:13: Your logo is required. Provide your logo with a minimum of a 100 X 100 resolution in PNG format. The PNG format allows the background to be transparent and work for various designs.

02:26: Upload any photos you want to see featured in your ad. These should have a minimum resolution of 1080 X 1080 Pixels. If you do not have images to provide we will use stock images, or you can search our stock library to select from.

02:41: After selecting add an image, click on the adobe stock image field to browse the stock library

02:47: Click Go to Adobe Stock to search for images you want used in your social media ad.

02:53: Use the search engine to find relevant images using keywords to narrow down results

02:59: Click on the desired image to open the image details.

03:03: Once you've selected your photo, click on the copy icon next to the file number located directly below the image.

03:11: Back in the form, paste the file number for the stock image and click the "Submit" button.

03:16: You will now see the stock image in the uploaded section

03:20: Click Add An Image to include another image asset in the ad request.

03:25: To upload any images from your personal files, click on add your image. From here you will be able to browse from your document folders.

03:34: If you are advertising a video feature, upload a video that is a maximum of 3 minutes long. Files need to be Mp4 or MOV format. Please notes that we will not be able to reconstruct your video, but you will be able to work with our team for minor additions to your footage.

03:51: To stay compliant with Meta’s ad policies, we offer two link options for your campaign.

03:57: Select option one for us to link to your City Lifestyle digital directory page, which can include a pop-up that redirects viewers to your website. This is a quick, compliant alternative with no setup needed.

04:09: Click the Option two for a Direct Website Link. This requires some extra steps such as setting up a Meta Business Partnership, including accepting a partner request and giving us Ads and Insights permissions. Our team will walk you through the process.

04:24: Once you've completed the form, select submit located at the bottom of the page

04:31: Once your form is submitted we will start working on your design. Allow 2-4 business days for our design team to provide your ad proofs for three designs via email. If you do not submit your form within 5 business days from when you recieve your welcome email, we will pull assets from your print advertisement, website, and social media to begin making your ad proofs for you.

04:52: This guide completes the submission of a social media onboarding form through your customer portal.

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