LeadGen Vertical Playbook Walk
LeadGen Vertical Playbook Walk
Scaling up with
Lead Generation
on TikTok
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Table of Contents
01 Recap of ‘Getting Started with Lead Gen’
playbook
3a Creative Guidance
3b Measurement
3c Full-Funnel Strategy
Bonus Content
04 Deploying a Test and Learn Strategy
05 Ad Policy
2
Scaling up your Lead Gen strategy
301: ‘Optimizing’
Playbook
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● Case Studies
3 3
Recap of the ‘Getting
Playbook
In the last installment, we discussed the TikTok user base, what is
happening in your industry, and the basics of TikTok Ads Manager
(TTAM) to make winning Lead Gen ads on our platform.
4
4 4
Recap
is a Premium
After viewing a Lead Generation ad on TikTok
57
69
Immersive
% felt like the ad catches
their attention”
Engaging
Mobile app
55 %
agreed they are more
Video Platform enjoyable than similar
ads they’ve seen on other
platforms
83% find TikTok First Ads to be creative.* Ensure you have the right
Creative Creative best practices in place to maximize performance.
Whether you care about lead volume, lead quality, or ultimately, the final
Measurement conversion, it's important to keep in mind which metrics matter most to
your media spend decisions and how to calculate these metrics.
Investing in a full-funnel approach pays off in the long run. How? Higher
Full Funnel brand awareness and recall can increase user interest and make them
more likely to convert lower into the funnel.
6 *Source: TikTok Marketing Science Global Creative First Study 2022 conducted by Ipsos
Recap of the ‘Getting Started with
Recap
Lead Gen’ Playbook
Need a refresher?
ask your
‘Getting Started
with Lead
Generation’
Playbook TODAY!
7
8
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up
…NOW…
Let’s level you
9
9 9
Organic + Paid
10
Organic + Paid
Posting Frequency
Content Suggestions
● Behind the scenes ● Tell a story
Avg. posting frequency of The top 100 brands with the
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We’ll build upon your foundational strategies across the three key elements of
Lead Generation on TikTok
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1
Creative
Scaling up your Creative strategy
301: ‘Optimizing’
Playbook
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TikTok First
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16
Creative
3
1
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2 4
17
Creative
Ideation Creative Center
Creative Center
Inspiration
Trends
Top Products
↳ visit Trends to search for popular organic trends (hashtags, songs, videos and creators) to tap into or
develop content around
Creative guidance
↳ visit Top Products to find trending products by vertical and insights for identifying the right product
↳ visit Keyword Insights for ideas around ad copy development by browsing popular and top-performing keywords
↳ visit Creative Insights to understand which elements in a creative make the difference
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Creative
Production CapCut
CapCut
20 20
Creative
Production CapCut
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21 21
Creative
Production CapCut
22
22 22
Creative
Production
Spark content
you love
Community Connection
Leverage your published organic content as your
ad creatives with a Spark Ad.
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23
Creative
Production
24 24
Creative
Production
25 25
Creative
Optimization
Smart Fix
Auto-fixes. Fewer rejects.
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Creative
Evaluation
Creative Diagnosis
Troubleshoot your underperforming ads.
Creative Diagnosis are a suite of features on TikTok Ads Manager aim to help advertisers to
1. Keyframe analysis
Leverage on keyframe analysis to identify the exact moments audiences are clicking / converting / dropping.
2. Industry benchmarks
With the new Industry Ranking filter, you can see how your videos perform in comparison to leading videos within the same
industry.
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2
Measurement
Scaling up your Measurement strategy
301: ‘Optimizing’
Playbook
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● Pixel Deep-Dive
101: ‘Getting Started’ ● Full Funnel Events
Playbook Deep-Dive Coming Soon!
Pu
bli
sh Audience Lists
ed ●
● Key Lead Gen Metrics
○ Custom
● Lead Gen Measurement Audiences
solutions
○ Lookalike
● Intro to Full Funnel Events Audiences
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2
9
[Product Update!] Where to find Web Lead Generation
Simpler, Easier, and Better
We’re making it easier than ever to build your Lead
Generation campaigns. In our new simplified workflow,
you can choose between TikTok’s Native Instant Form
or your own website form under the ‘Lead Generation’
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Objective
Deep-Dive
Before advancing your Lead Gen strategy, ensure that you have
your campaign fundamentals established including a safe,
secure, and reliable data connection with the TikTok Pixel.
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Measurement
Measurement
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32 32
Why do I need a Pixel? The TikTok Pixel is a safe, reliable, and foundational measurement solution
needed to deploy a Web Lead Generation strategy that optimizes for the customer actions you care
Pixel Setupabout. See the steps for TikTok Pixel setup below.
It’s worth noting that TikTok has built world-class security protocols for protecting information shared by businesses. We work with
outside partners to continuously test, validate and enhance our security infrastructure. Data shared by both the TikTok Pixel and Events
API is sent to TikTok's servers via Hypertext Transfer Protocol Secure (HTTPS), a secure way of sending data between a web browser and
web server. Learn more about our safety, security, and privacy measures here.
Exercise: Map the steps that a customer may take on your website to convert with the appropriate TikTok event types
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and set these up in TikTok Events Manager, on your website via custom code, or in your MMP. See example below.
When a visitor views a specific page. TikTok recommends tracking pages important to your business such as
AWARENESS
View Content product comparison, announcement, or release pages.
Interest
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When a visitor clicks a button. TikTok recommends tracking website buttons important to your business,
Click Button such as social media buttons.
Add to Wishlist
When a visitor adds an items to their wishlist.
When a visitor subscribes to your website including follows, content, or paid subscriptions.
Subscribe
Intent
Submit Form
When a visitor submits a form.
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201
Advancing your
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audience strategy
As you level up your Lead Gen strategy, retargeting will
become a critical tool in leveraging your unique audience
insights and optimizing your ROI.
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Measurement
Audiences
Upload a customer file to match your Use TikTok Pixel to create a list of retargeting purpose & continue
customers with people on our people who visited or took specific to activate your customers on
platform. The matches will be used to actions on your website. TikTok.
create an audience.
Exclusion
05 Lead Generation
use audience as a suppression
02 Engagement Create a list of people who viewed or list to minimize media waste on
Create a list of people who saw, clicked,
submitted an instant form in a lead converted customers.
or engaged with your content.
generation ad.
Lookalike (LAL)
More types are
03 Business Account 06 available on TTAM…
use audience to build lookalike
Create a list of people who followed or audience to find similar users on
interacted with your Business Account TikTok with efficient media
on TikTok. spend.
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Measurement
Audiences
Measurement
Campaign Lifecycle
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3
Full-Funnel
Scaling up your Full Funnel strategy
301: ‘Optimizing’
Playbook
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40
4
0
Full Funnel
4 Optimize
Convert your leads with
the intended action and
optimize your campaigns
based off your previous 3 Nurturing
learnings. Once you've qualified your
leads, begin to bring them
down the funnel through
41 relationship building
Full-Funnel
42
Introduce Lead Nurturing into your Full Funnel strategy Full-Funnel
In the ‘Getting Started’ Playbook, we introduced a simple approach to full funnel - Video Views to drive awareness and Lead
Generation (broad targeting) to begin prospecting. Next, we’ll layer on Lead Generation (retargeting) to nurture prospects and
move them down the funnel.
Nurturing Optimizing
Lead Generation Lead Generation
(Retargeting) Nurturing (Lead Quality Optimizing
Optimization) Lead Generation
Lead Generation
Prospecting (Lead Quality
Share Of Budget Spent
(Retargeting) Optimization)
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Lead Generation
(Broad
Targeting/auto-tar Nurturing
geting) Prospecting Lead Generation
Lead Generation (Retargeting)
(Broad Nurturing
Targeting/auto-tar Prospecting Lead Generation
geting) Lead Generation (Retargeting)
(Broad
Targeting/auto-tar
Prospecting
geting)
Lead Generation
(Broad Prospecting
Don’t have the Targeting/auto-tar Lead Generation
budget to run Brand geting) (Broad
Video Views? Awareness Targeting/auto-tar
Try building Video View Brand geting)
brand awareness Awareness Brand
Video View Awareness Brand
with organic
Video View Awareness Brand
content on your
Video View Awareness
TikTok Business Video View
Account
Lead Generation Lifecycle
43 Note: This is a directional example. Allotted percentages can differ depending on your specific use case.
Full-Funnel
Retargeting to maximize 1
will both view and
interact with your
ad
lead volume
● Start with Video Views to increase awareness in your brand and
help lower the barrier to users submitting information when
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44
Full-Funnel
• 101: Auto Targeting • Lowest Cost Bidding • Video Templates • 101: Pixel
Solutions
• 101: Broad targeting with • Campaign Budget • Smart Video • 101: CRM Integration (Native Lead
Targeting Expansion Optimization (with >1 ad Gen)
• 201: Custom Audiences group)
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• Build upon your broad • Continue to use Lowest Cost • Refine your creative • If using Web Lead Gen, ensure
Strategies targeting Lead Gen Bidding and Campaign strategy by developing you have the right optimization
strategy with retargeting Budget Optimization as you content you know works for events to reflect your latest
leveraging lookalike or layer on retargeting your audience campaign strategy
custom audiences to
target users more likely to
convert
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201
Calendar
Activation
FinServe
Campaigns
Tax Holiday
Season Season
Evergreen Lead Back to
Organic Generation Campaigns School
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec ;
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Professional Services
An always-engaged strategy doesn’t replace your tentpole
activations—it supercharges their impact.
Kick off the year strong and ramp up Transition into H2 with targeted Lead
lead generation spending in Q1 to build Gen efforts to sustain you through the
a healthy pipeline of qualified leads. final months of the fiscal year
For non-B2B advertisers, use the holiday
season to promote offers and
promotions that can boost your lead
Tentpole Lead count.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec ;
48 48
Jobs
An always-engaged strategy doesn’t replace your tentpole
activations—it supercharges their impact.
Organic Evergreen
Q1 Q2 Q3 Campaign Q4
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec ;
49 49
Education
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec ;
50
Healthcare
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec ;
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Bonus Content
Whether you’re exploring which Lead Gen solution is right for you or optimizing
campaign details with the TikTok Split Test tool, a test & learn approach to campa
optimizations is a data-driven strategy that can’t be beat.
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52 52
Test & Learn Strategy
53 53
Test & Learn Strategy
Estimated
Conversion
Rates
Account History Market Factors
● Previous campaign/account ● Do people in the targeting pool
performance. *Not as important interact with similar content/ads?
as the other elements but still ● How do other ads within this
considered. category perform in the market?
Other ML Elements
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Test & Learn Strategy
Constants
Ad Format
5. Refine your campaign strategy based on Ad Copy & CTA
findings Bidding Type
Optimization Goal
Each test should get you closer to identifying your ideal Budget
TIkTok campaign strategy
55
Test & Learn Strategy
What can you test Other elements you can Split Test
feature?
Ad Format
(e.g, Spark vs.
Bidding Strategy
(e.g, Lowest Cost vs. Cost Cap)
Go beyond what’s ‘best practice’ to Diversion)
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Key solutions and
considerations across the
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Bonus Content
Ad Policy
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58 58
Special Ads Housing
Rentals or sales of houses, apartments or other
Toggle
properties & rental listing services.
Employment
The Special Ads Category Jobs or employment opportunities, job listing
Toggle allows advertisers to services, job search services.
designate when they are
Credit
Employment or Credit.
In conjunction with our
Anti-Discrimination Ad Policy,
this tool helps advertisers with
their responsibility to not
discriminate unlawfully by
removing select ad targeting How do I turn on the Toggle?
The Special Ads Category Toggle is selected
options.
in Settings when setting up a new
Campaign in TikTok Ads Manager.
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59 59
Industry Categorization
In adherence to various laws and cultures, some products and services are categorised
differently. At TikTok, we categorise these industries as one of the following:
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Disclaimer: These slides are meant to provide a simplified introduction to TikTok's Advertising Guidelines. They are not a substitute for the actual Advertising Guidelines. Advertisers are solely responsible for full compliance with the TikTok Advertising Guidelines
60
Prohibited & Restricted (NA)
While there are regional variations as
it pertains to restricted industries,
some of the industries that are
prohibited worldwide include but are
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not limited:
● Animals, animal parts, or products
● Adult sexual products, services, and
entertainment
● Drugs and paraphernalia
● Weaponry & weapon parts
Disclaimer: These slides are meant to provide a simplified introduction to TikTok's Advertising Guidelines. They are not a substitute for the actual Advertising Guidelines. Advertisers are solely responsible for full compliance with the TikTok Advertising Guidelines
61
Do you
Want MORE?
62
4
The MI Training team will facilitate a training
customized to specific client needs and issues.
63
Try Want to learn more about
TikTok Prohibited & Restricted Ad Policies on
Academy your own time?
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Scan to
Enroll!
64
Ad Policy
TikToks
Follow us! @tiktokadpolicy
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Scan to Follow!
65
65 Disclaimer: These slides are meant to provide a simplified introduction to TikTok's Advertising Guidelines. They are not a substitute for the actual Advertising Guidelines. Advertisers should ensure they carefully review the TikTok Advertising Guidelines in full.
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Case Studies
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Services
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Success Stories
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Case Study
$
2.4
Impressions
20.60
Average CPL
M
68
68
Case Study
The Zapp ads appeared across the Netherlands TikTok community’s For You Feed,
and featuring enticing footage detailing the benefits of becoming a Zapp rider. A
‘Learn more’ call to action generated a form that invited people to specify the city
they’d like to apply for. The campaign included user generated content, which gave
an authentic feel and tied seamless into the user experience.
% % %
171
Lead Increase
47
Lower CPL
90
Lower CPC
Delivered 171% more leads These leads came at a 47% Cost Per Clicks were 90%
than the other channels reduction in Cost Per Lead lower on TikTok when
used to advertise job compared to other avenues
openings
69 Details: https://www.tiktokforbusinesseurope.com/inspiration/zapp 69
Case Study
The Gojek Vietnam team, tested the Lead Generation Ads Objective targeting Hanoi.
The creative centered around the benefits which riders get when they sign up. Gojek
Vietnam team produced 2 creatives, 1 which is 23 seconds long and another 30
seconds long. They added the benefits in the first 3 seconds on the 30 second long
video and it drove a higher CVR (23% - 28%). Users who click after 2 seconds video
view (click / 2 sec video views) is also higher ~ 2.5%.
% %
54 16
Lower CPL than Lower Cost 1000
KPI goal Impression
*Compared to Lead Gen campaign benchmark in Vietnam from August 2021 – November 2021
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Case Study
SMB
A novice to the TikTok platform, the brand’s first mission was to develop creative that would
resonate with their organic users. They started by building content around TikTok trends and
inviting creators to share their experience with Pés Sem Dor insoles. With this creative strategy,
the brand was able to grow their organic following. Pés Sem Dor deployed a creative best
practice by maintaining a repository of refreshed creative, which they then used to run Lead
Generation campaigns using Spark Ads. And, this focus on authentic creative proved
successful. The company generated qualified leads at a cost 19% below the average of other
traffic sources, achieved more than 6.4M impressions and about 3.6K interest forms in the
month of March 2022 alone.
%
19
Lower CPQL
3.6K
Conversions
71
Case Study
Education
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Success Stories
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Case Study
Receiving 6M+ impressions and 24K+ clicks across all ads, the creative clearly
resonated with prospective students on TikTok. In addition, the university learned that
TikTok is a new channel for crafting tailored content, community engagement, and job
seekers interested in learning about a college's degree offerings.
% +
25
Lower CPL
1.5K
Leads Collected
Delivered 171% more leads These leads came at a 47%
than the other channels used reduction in Cost Per Lead
to advertise job openings
73
Case Study
% %
62.51 35.33
Lower CPL Lower CPL
(lower comparing to the lead (lower than lead ads at
campaign using external URL) competitors)
74
Case Study
% %
47.6 63.6
Lower CPL Lower CPL
(lower comparing to the lead (lower than lead ads at
campaign using external URL) competitors)
75
Case Study
% % %
57
Higher in lead volume
vs. without DC
47
Higher conversion rate of
lead form vs. without DC
56
Lower Cost Per Lead
(CPL) vs. without DC
76
Case Study
SMB
For MYX, there was no better place than TikTok to target their 18-24 year-old demographic. MYX
decided to leverage Spark Ads to expand the reach of existing student ambassadors' content.
By focusing on real-life student experiences and daily life snapshots at the MYX campus, they
were able to reach millions of potential students with native, engaging and authentic content.
As part of their strategy, MYX also focused on TikTok's advanced lead generation solutions to
drive registrations.
In less than 4 months, MYX managed to lower their cost per lead by an astonishing 97%. Their
ads also got incredible exposure by gaining 2.3 million 2-second video-views, all while driving
thousands of new leads for their business. MYX was able to achieve these incredible results by
optimizing their campaigns, adopting best practices, and testing new features.
%
77
97
Lower CPL
2.3M
2-second video-views
Case Study
SMB
With a target customer in mind, the school used Age and Interest Targeting to reach users
18-34 with interests in higher education, oversees education, and language training. From a
creative messaging standpoint and to maintain authenticity, they highlighted real students
talking about their school experience.
The school saw tremendous success with their campaign, resulting in a 2.1% conversion rate, a
total reach of 1.3M, and a total of 1.21M video views. Moreover, they saw CPC lowered by 80%,
CPM by 50%, and CPA by 88% compared to their previous Lead Generation campaign. Based
on this success, and to nurture and retarget potential leads, UAG School of Medicine plans to
invest in a full-funnel strategy on the platform.
% % %
78
88 80
Lower CPA Lower CPC
2.1
Conversion Rate
Case Study
Auto
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Success Stories
79
Case Study
Finance
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Success Stories
80
Case Study
To maximize audience exploration given this is the first Lead Generation campaign, client
split the Ad Group between Broad targeting to target broad audience and Custom Audience
targeting to retarget audience who has interacted with their brand ads before (HTC,
Branded Effect, Brand premium) & also create a new similar prospect through Lookalike
targeting.
They follow our best practice to use multiple creatives (5 creatives) in each Ad Group. They
highlighted the main selling points right away from the beginning of the ads which was
about “Getting ~7 USD if users submit the form and open saving account” combined with a
catchy JTrust bank anthem. They powered up this strategy with Lowest Cost bid to
maximise results.
+ %
10.7K 36
Leads Collected Conversion Rate
81
Case Study
They leveraged a blend of lowest cost and cost cap bidding in line with TikTok’s auction best
practice to maintain optimum delivery efficiency by balancing scale and cost-effectiveness.
For their creative, they featured a relevant KOL to educate audience about the importance of
insurance and offer solutions by Generali using text overlays.
The creative is human-centric and relatable to younger audience interested in life insurance
and investments. Overall, with Lead Gen, they achieved a high lead volume of 1.2K+ leads
with 2.4% Conversion rate% .
+ %
1.2K 2.4
Leads Collected Conversion Rate
82
Case Study
Health Care
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Success Stories
83
Case Study
% % +
60
Lower CPM
80
Lower CPL
1K
Leads Collected
The Lead Generation ads This campaign saw 80% Dermanostic received more
resulted in a 60% reduction in reduction in cost per lead. than 1,000 newsletter signups.
cost-per-thousand (CPM).
84 Details: https://www.tiktok.com/business/en-US/inspiration/dermanostic-328
Case Study
% % +
14
Lower CPL
2.8 140
Conversion Rate Forms submitted
85
Case Study
$
2.4
Impressions
20.60
Average CPL
M
86
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Appendix
Our Commitment to Security
At TikTok, creating a safe environment means we make decisions that prioritize the
well-being of our community and limit the potential for online polarization or real world
harm – even if those choices impact our short-term commercial success.
Data Security:
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88
Our work is continuous and has no finish line.
Troubleshooting pixel setup
Here are some common pixel issues you may face and how to address them
Code)
Using Event Builder, clear all the rules under the existing
I want to change an existing event’s setup
pixel event. Next, insert the pixel event code into your
(specifically moving from Events Builder to Custom
website as you normally would. (note, it may take up to
Code)
12 hours for new events to show up)
89
Split Test Best Practice
Budget
● Use daily ad group budgets to allow for even delivery across both ad groups
● Ensure your budget and test duration shows that the Estimated Testing Power is "sufficient".
Audience
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● Expand your audience to avoid an insufficient sample size since you are splitting the audience in
half
● It needs to be large enough to deliver your full budget and achieve your goals.
Test Duration
● Run a split test for at least 7 days to obtain enough results.
If one of the ad groups requires a learning phase, recommend minimum of 14 days.
● 30 days is the max amount of days a split test can be run.
Variable
● There should be obvious differences between the two ad groups.
● This is to ensure they do not produce similar results so the system can determine a winning ad
group.
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Legal Disclaimer
This document is the property of TikTok Inc., and has been prepared by TikTok Inc. solely
for informational purposes only. The recipient of this document must hold this
document and any information contained herein in strict confidence, and shall have
no right to distribute, exhibit, display, exploit, or otherwise use this document for any
purpose other than to review the information provided by TikTok Inc. herein. The
Neither TikTok Inc. nor any of its affiliates, or its or their respective directors, officers,
employees, or agents (collectively, "TikTok") make any representation or warranty,
express or implied, in relation to the accuracy or completeness of the information
contained in this document, and accepts no responsibility, obligation, or liability in
relation to any of such information. TikTok expressly disclaims any and all liability which
may be based on this document and any errors therein or omissions therefrom. TikTok
undertakes no obligation or responsibility to update any of the information contained
in this document. Past performance does not guarantee or predict future performance.