PPC Campaign Checklist

Workflow for an e-commerce PPC specialist to plan, launch, monitor, and optimize a paid search or social campaign across Google Ads, Meta, or Amazon Ads. Covers budget pacing, conversion tracking, performance review, and post-launch optimization.

5 sections 25 steps Collects data
1

Campaign Planning

  1. Define the campaign objective and target ROAS
    • Pick one primary objective: prospecting (top-of-funnel awareness/traffic), conversion (purchase), or retargeting. Set a target ROAS or TACOS based on the SKU's contribution margin — a 30% margin product can't sustain a 2.0 ROAS goal. Document MER expectations if blended performance matters more than channel-level ROAS.

    Collects list
  2. Select the ad platform
    • Match channel to objective: Google Search/Shopping for high-intent demand capture, Meta/TikTok for prospecting and creative-driven discovery, Amazon Sponsored Products for marketplace conversion, Pinterest for category discovery. Brand-defense Sponsored Brands campaigns belong on Amazon if you have Brand Registry.

    Collects list
  3. Conduct keyword and audience research
    • For Google: pull search-term volume and competition from Keyword Planner; segment by exact, phrase, and broad match intent. For Amazon: use Helium 10 Cerebro or Jungle Scout to harvest competitor ASINs and search-volume data. For Meta/TikTok: define interest stacks, lookalike sources (1%, 2-5%), and exclusion audiences (recent purchasers, current subscribers).

  4. Build the negative keyword list
    • Pre-empt wasted spend on irrelevant queries — "free", "diy", "cheap", competitor brand names you don't want to bid on, and out-of-category modifiers. Apply at the campaign or shared library level. On Amazon, add as negative exact / negative phrase at the ad group level.

  5. Allocate the daily and lifetime budget
    • Set daily budget at 3-5x expected CPC to give the algorithm enough auction signal. Watch for early-day budget burn — set conservative caps if dayparting drains budget by 10am. Reserve 10-15% of total spend for retargeting and brand defense.

    Collects number
2

Creative and Ad Build

  1. Write ad copy and headlines
    • Google Responsive Search Ads need 15 headlines and 4 descriptions. Lead with the offer or differentiator, not the brand name. Mirror the landing page H1 to protect Quality Score. Avoid superlative claims ("best", "#1") that trigger FTC substantiation issues or platform policy review.

  2. Source product imagery and video assets
    • Pull approved imagery from the PIM (Akeneo, Plytix) — never grab from the website without checking license terms. Meta and TikTok favor UGC-style vertical 9:16 video; Google Shopping pulls images from the merchant feed. Verify Amazon main image complies with white-background and 85%-fill requirements or the listing gets suppressed.

  3. Create at least three ad variations per ad group
    • Vary one element per variation — hook, image, CTA — so you can isolate what's driving performance. Avoid kitchen-sink testing where every variation differs on every dimension; you'll have no read on what worked.

  4. Verify FTC and platform compliance on all claims
    • Check every substantive claim against the substantiation file — "clinically proven", "FDA approved", "#1 selling" all need backup. Influencer / UGC creative needs #ad or "paid partnership" disclosure per FTC Endorsement Guides. Health, finance, and supplement categories trigger extra platform review on Meta and Google.

  5. Confirm ad copy matches landing page content
    • Message-match protects Quality Score on Google and lifts conversion rate on every channel. If the ad promises "20% off your first order", the landing page hero must say the same — not "sign up for our newsletter". Mismatch is the most common reason for high CTR / low conversion campaigns.

3

Tracking and Campaign Setup

  1. Verify conversion tracking and pixel firing
    • Use Google Tag Assistant, Meta Pixel Helper, or TikTok Pixel Helper to confirm Purchase, AddToCart, and InitiateCheckout fire correctly. Confirm GA4 enhanced ecommerce events match Shopify analytics within 5%. For Amazon, verify Attribution tags on off-Amazon traffic. Check server-side / Conversions API setup for iOS 14+ signal recovery.

    Collects list
  2. Configure geo-targeting and language settings
    • Default to "people in or regularly in your targeted locations" — not "or interested in", which leaks budget to international searchers. Exclude states where you don't ship (alcohol, CBD, supplements with state restrictions). For multi-country campaigns, separate by country to control bid and currency.

  3. Set ad scheduling and dayparting
    • Pull 30-90 days of conversion-by-hour data before applying schedule modifiers — don't guess. B2B-skewing brands often see weekday-business-hours peaks; gift / impulse categories peak evenings and weekends. Avoid dayparting brand campaigns; they should always be on.

  4. Define the bid strategy
    • Start manual CPC for new campaigns to gather conversion data, then transition to Target ROAS or Maximize Conversions once you have 30+ conversions in 30 days. Smart Bidding starves on low conversion volume. On Amazon, dynamic-bids-down-only is safer for new keywords than fixed bids.

  5. Submit ads for platform review
    • Allow 24-48 hours for review on Google and Meta; longer for restricted categories (health, alcohol, financial). Submit early in the week to avoid weekend approval delays at launch. Have a backup ad set ready if creative is disapproved.

4

Launch and Performance Monitoring

  1. Launch the campaign and confirm delivery
    • Within the first 2 hours, confirm impressions are accruing and the pixel is firing on the live ad. Check that landing pages return 200 and load on mobile under 3s — campaigns can deliver against broken pages and burn budget. Watch first-day spend pacing for runaway CPCs.

  2. Review CTR, CPC, and impression share daily
    • Day 1-3 is too early to judge ROAS — focus on CTR (above 1% on Search, above 0.8% on Display/Social), CPC vs. forecast, and impression share lost to budget vs. rank. Triple Whale or Northbeam dashboards roll this up across channels for blended MER.

  3. Monitor conversion rate and ROAS against target
    • Wait until 100 clicks per ad group before judging conversion rate; smaller samples are noise. Compare to baseline pre-campaign conversion rate; if site CR is dropping with new traffic, the issue is targeting or message-match, not the landing page.

    Collects list
  4. Review search-term reports and add negatives
    • Pull the search-term report weekly (Google) or customer search-term report (Amazon). Add irrelevant queries as negatives; promote high-converting discovered terms to exact-match in their own ad group. This is where most of the optimization lift hides in the first month.

  5. Pause underperforming ads and ad groups
    • Pause ads with statistically significant underperformance — not the ad with one bad day. Use a 95% confidence threshold on conversion rate before killing a variation. Move budget from paused ad groups to top performers within the same campaign to preserve learning.

5

Optimization and Reporting

  1. Diagnose underperformance and reset bid strategy
    • Walk the funnel: impression share lost (auction issue), CTR (creative issue), CR (landing page or audience issue), AOV (offer issue). Lower target ROAS by 20% or switch to Maximize Conversions for two weeks to gather data, then re-evaluate. Don't churn the bid strategy weekly — Smart Bidding needs ~14 days to relearn.

  2. Run A/B tests on ad creative
    • Use platform-native split tests (Meta A/B Test, Google Drafts and Experiments) — manually splitting budget between ad sets contaminates with audience overlap. Test for 7 days minimum at the same daily budget. Document winning variations for the creative library.

  3. Refine the keyword and audience list
    • Promote high-converting search terms into single-keyword ad groups (SKAGs) for Google Search, or harvest into exact-match on Amazon. On Meta, scale lookalikes from purchaser data once you have 500+ conversions in the source audience. Trim audiences with frequency above 4 to fight creative fatigue.

  4. Optimize the landing page based on session data
    • Pull Microsoft Clarity or Hotjar session recordings for paid-traffic visitors. Check Core Web Vitals (LCP under 2.5s, INP under 200ms, CLS under 0.1) — slow mobile pages tank Quality Score and conversion rate together. Test offer placement, social proof above the fold, and one-click checkout (Shop Pay, Apple Pay).

  5. Generate the campaign performance report
    • Standard report: spend, revenue, ROAS / TACOS, blended MER, CAC, new-customer rate, AOV by campaign and ad group. Compare to the prior period and to the original target. Flag any compliance issues (disapprovals, policy warnings, account-health hits) for the next planning cycle.

    Collects text Collects file Collects paragraph

Use this template

Copy it to your account, customize the steps, and run it with your team in minutes.


Sections 5
Steps 25
Category E-commerce
Price Free to start
Need a different process

Browse hundreds of free templates across every team and industry.

Back to template library

Run PPC Campaign Checklist with your team

Customize the steps, assign roles, set a schedule, and keep a complete record for every run.