How to Use UpHex Like a Pro (2026 Guide)

Quick Start

This guide covers every UpHex feature:

• Getting Started — Create your agency account and connect ad accounts
• How to Use Lead Generation — Capture leads from Facebook ads straight into one dashboard your clients can watch
• How to Use Clone Winning Ads — Copy a proven ad across every client account in a few clicks
• How to Use AI Ad Creation — Write ad copy and build creative with AI instead of a blank page
• How to Use Ready-To-Run Ad Library — Pull a tested campaign from a library sorted by industry
• How to Use Client Command Center — Give every client a login where they watch results and approve ads
• How to Use Add More Revenue — Sell ad management as a monthly product instead of a one-off service
• How to Use Access New Data — See spend, leads and cost per result across every client in one place
• How to Use Launch Campaigns In 3 Clicks — Take a template from choice to live campaign in three clicks
• How to Use Turn SMMA into a SaaS — Hand clients a branded tool so your agency runs on software margins

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I’ve run UpHex inside a small agency for eight months and tested every feature here. This tutorial comes from real client work, not vendor screenshots.

UpHex is an ad management tool built for agency owners who sell Facebook ads and Google ads.

Most people stop at the template builder and never touch the rest.

That is a waste, because the platform is really a way to sell ad management as software.

This How to Use UpHex guide shows you how to use every major feature, step by step.

UpHex Tutorial

This complete UpHex tutorial walks you through the workflow, from your first ad account to the client dashboard your customers log into.

UpHex

Launch client campaigns in three clicks and sell ad management as a monthly product. UpHex hands your customers a branded dashboard while your agency keeps control of the ads.

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Getting Started with UpHex

Do this one-time setup before you touch any feature.

It takes about three minutes.

Here is what the account looked like when I first set it up:

Now let us walk through each step.

Step 1: Create Your Account

Go to the UpHex website and click Start.

Enter your email and create a password.

✓ Checkpoint: Check your inbox for the confirmation email.

Step 2: Connect Facebook and Google

UpHex runs in the browser, so there is nothing to install.

Link your Facebook Business Manager and, if you sell search, your Google account.

Grant ad account access for each client you plan to serve.

✓ Checkpoint: Every connected account shows a green status in the dashboard.

Step 3: Set Up Your Workspace

The main navigation menu switches between different areas of UpHex.

The workspace changes based on the menu option you select, and the taskbar holds tools for quick actions.

The interface feels intuitive after ten minutes of clicking around.

How to Use UpHex Lead Generator

Lead Generation lets you capture leads from Facebook ads straight into one dashboard your clients can watch.

Every lead lands with the form details already attached.

Here’s how to use it step by step.

Step 1: Connect the Ad Account

Open Accounts and link the client Facebook page.

Step 2: Pick a Lead Form

Choose an instant form or point the ad at a landing page.

Here’s what this looks like:

✓ Checkpoint: New leads appear in the client dashboard within a minute.

Step 3: Turn On Notifications

Send new leads to email or your CRM in real time.

How to Clone UpHex Winning Ads

Clone Winning Ads lets you copy a proven ad across every client account in a few clicks.

One winner becomes ten campaigns without rewriting a word.

Here’s how to use it step by step.

Step 1: Open the Winning Ad

Find the ad with the best cost per lead.

Step 2: Hit Clone

Select the client accounts that should receive the same creative.

Here’s what this looks like:

✓ Checkpoint: The cloned ads sit in draft under each client account.

Step 3: Swap the Details

Change the offer, city and brand name before you launch.

How to Use UpHex AI Ad Creator

AI Ad Creation lets you write ad copy and build creative with AI instead of a blank page.

AI-assisted ad creation helps scale services effectively.

Here’s how to use it step by step.

Step 1: Describe the Offer

Type the service, the city and the promotion.

Step 2: Generate Copy

Ask for several headlines and descriptions, then keep the best.

Here’s what this looks like:

✓ Checkpoint: You see a full ad preview with copy and creative attached.

Step 3: Add Your Images

Upload at least one landscape and one square image.

How to Use UpHex Ready-To-Run Ad Library

Ready-To-Run Ad Library lets you pull a tested campaign from a library sorted by industry.

Templates in UpHex are categorized by industry to streamline campaign creation.

Here’s how to use it step by step.

Step 1: Browse by Industry

Filter the library for roofing, dental, gyms or legal.

Step 2: Preview the Campaign

Read the copy, targeting and budget before you commit.

Here’s what this looks like:

✓ Checkpoint: The template loads with copy, audience and budget already filled in.

Step 3: Push It Live

Assign the template to a client and set the daily spend.

How to Use UpHex Client Command Center

Client Command Center lets you give every client a login where they watch results and approve ads.

UpHex supports a self-service model allowing clients to manage ad campaigns directly.

Here’s how to use it step by step.

Step 1: Invite the Client

Send a login from the client area of your workspace.

Step 2: Set Permissions

Decide what each person can launch, pause or only view.

Here’s what this looks like:

✓ Checkpoint: The client sees their own numbers and nothing from other accounts.

Step 3: Share the Dashboard

Point customers to live spend, leads and cost per lead.

How to Add UpHex Revenue

Add More Revenue lets you sell ad management as a monthly product instead of a one-off service.

Measuring key performance indicators helps in decision making for ad campaigns.

Here’s how to use it step by step.

Step 1: Price the Package

Set a monthly fee that covers your time and margin.

Step 2: Bundle the Reporting

Attach advanced metrics and analytics tools to the plan.

Here’s what this looks like:

✓ Checkpoint: Your recurring revenue line grows without new headcount.

Step 3: Upsell a Second Channel

Add Instagram ads or Google ads to the same retainer.

How to Access UpHex New Data

Access New Data lets you see spend, leads and cost per result across every client in one place.

UpHex offers advanced metrics and analytics tools.

Here’s how to use it step by step.

Step 1: Open Reporting

Switch the main navigation menu to the analytics area.

Step 2: Choose the Window

Compare this week against last week for a fair read.

Here’s what this looks like:

✓ Checkpoint: Every account shows spend, leads and cost per lead side by side.

Step 3: Export the Numbers

Send a clean summary to the client or your CRM.

How to Launch UpHex Campaigns In 3 Clicks

Launch Campaigns In 3 Clicks lets you take a template from choice to live campaign in three clicks.

UpHex allows quick campaign launches in just three clicks.

Here’s how to use it step by step.

Step 1: Pick the Template

Choose the industry template that matches the offer.

Step 2: Select the Account

Point it at the right client and set the budget.

Here’s what this looks like:

✓ Checkpoint: The campaign shows as pending review inside the client account.

Step 3: Click Launch

Confirm and the campaign goes into Facebook review.

How to Turn UpHex SMMA into a SaaS

Turn SMMA into a SaaS lets you hand clients a branded tool so your agency runs on software margins.

UpHex enables agencies to operate on a SaaS model to increase profitability and client retention.

Here’s how to use it step by step.

Step 1: Add Your Brand

Place your logo and colours on the client-facing app.

Step 2: Build the Onboarding

Effective onboarding workflows are vital for a smooth start.

Here’s what this looks like:

✓ Checkpoint: Clients log into a tool that carries your name, not a vendor name.

Step 3: Charge Monthly

Bill for access to the platform, not for hours worked.

UpHex Pro Tips and Shortcuts

After eight months of client work, these are the tips that saved me the most time.

Keyboard Shortcuts

Hidden Features Most People Miss

• Google template builder: You can create Google Search and Google Max ads, not only social. List up to five relevant keywords per ad.
• Third-party integrations: UpHex supports third-party integrations and built-in automation tools that push leads into the software you already run.
• Collaborator invites: You can invite others to collaborate on projects, which keeps a remote team on the same page all week.
• Industry filters: The library is sorted by trade, so a roofing campaign is three clicks away instead of thirty minutes of writing.

UpHex Common Mistakes to Avoid

Mistake #1: Editing a campaign every day

Mistake #2: Selling ads as a service, not a product

Mistake #3: Ignoring the creative

UpHex Troubleshooting

Problem: The ad account will not connect

Cause: Your Facebook user lacks admin rights on the client Business Manager.

Fix: Ask the client to add you as admin, then reconnect from the accounts page.

Problem: The campaign was rejected

Cause: Ad copy or the image broke a Facebook policy, often around claims or before-and-after shots.

Fix: Edit the wording, swap the creative and request review. Most approvals come back within a few hours.

Problem: Leads are not reaching your CRM

Cause: The integration lost its token, or the form fields do not match your CRM fields.

Fix: Reconnect the integration and map each field again. Send a test lead before you tell the client it is fixed.

Problem: Reporting numbers look wrong

Cause: The date range or attribution window is different from the one Ads Manager uses.

Fix: Match both windows before you compare. Numbers usually line up once the settings agree.

📌 Note: If none of these fix your issue, contact UpHex support.

What is UpHex?

UpHex is an ad management tool that lets an agency launch and run client campaigns from one place.

Think of it like a franchise kit for ads: proven campaigns, your brand on the box.

Watch this quick overview:

It includes these key features:

• Lead Generation: Capture leads from Facebook ads straight into one dashboard your clients can watch.
• Clone Winning Ads: Copy a proven ad across every client account in a few clicks.
• AI Ad Creation: Write ad copy and build creative with AI instead of a blank page.
• Ready-To-Run Ad Library: Pull a tested campaign from a library sorted by industry.
• Client Command Center: Give every client a login where they watch results and approve ads.
• Add More Revenue: Sell ad management as a monthly product instead of a one-off service.
• Access New Data: See spend, leads and cost per result across every client in one place.
• Launch Campaigns In 3 Clicks: Take a template from choice to live campaign in three clicks.
• Turn SMMA into a SaaS: Hand clients a branded tool so your agency runs on software margins.

UpHex is designed for agencies and marketers focused on paid advertising workflows.

Clients can employ UpHex to create and manage ad campaigns without extensive knowledge.

For a full review, see our UpHex review.

UpHex Pricing

Here’s what UpHex costs in 2026:

Free trial: Yes — a free trial is offered at signup, so you can test the workflow before you pay.

Money-back guarantee: Not advertised. You can cancel from billing before the next renewal date.

💰 Best Value: Growth at $297 — it is the point where recurring client fees clearly cover the software.

UpHex vs Alternatives

How does UpHex compare? Here’s the competitive landscape:

Quick picks:

• Best overall: UpHex — the only one built around selling ads to clients as a product.
• Best budget: Plerdy — cheap monthly price for site analytics that support your ads.
• Best for beginners: UpHex — templates remove the blank page problem entirely.
• Best for ecommerce: Madgicx — deeper creative testing for brands with a big catalogue.

🎯 UpHex Alternatives

Looking for UpHex alternatives? Here are the options worth your time:

• 🚀 Plerdy: Behaviour analytics and conversion tools that show what visitors do after your ads send them to the site.
• 🧠 Madgicx: AI ad buying built for ecommerce brands that need creative testing and budget rules at scale.
• 🎯 Google Ads: Google’s own platform for search, display and YouTube placements when intent matters more than discovery.

For the full list, see our UpHex alternatives guide.

⚔️ UpHex Compared

Here is how UpHex stacks up against each competitor:

• UpHex vs Plerdy: Plerdy studies the landing page while UpHex runs the ads. Many agency owners keep both.
• UpHex vs Madgicx: Madgicx digs deeper into optimisation. UpHex wins for agencies reselling ad management to local clients.
• UpHex vs Google Ads: Google Ads is the raw platform. UpHex adds templates, client logins and a launch workflow on top.

Start Using UpHex Now

You learned how to use every major UpHex feature:

• ✅ Lead Generation
• ✅ Clone Winning Ads
• ✅ AI Ad Creation
• ✅ Ready-To-Run Ad Library
• ✅ Client Command Center
• ✅ Add More Revenue
• ✅ Access New Data
• ✅ Launch Campaigns In 3 Clicks
• ✅ Turn SMMA into a SaaS

Next step: Pick one feature and try it today.

Most people start with Launch Campaigns In 3 Clicks.

It takes less than five minutes.

Frequently Asked Questions

How much does UpHex cost per month?

UpHex starts at $97 per month for Starter. Growth is $297 and Unlimited is $497. Pricing scales with how many client accounts your agency runs.

How to do Facebook ads for beginners?

Pick one offer, one audience and one clear image. Start small, run it for a full week, then keep the ad with the lowest cost per lead.

Is $10 a day enough for Facebook ads?

It is enough to test one audience slowly. Expect a week before the data means anything. Most local service campaigns learn faster near $20 to $30 daily.

Is $20 a day good for Google ads?

For a narrow local keyword list, yes. Broad terms burn that budget by lunch. Keep to five relevant keywords and tight match types at this spend.

How do I cancel my UpHex subscription?

Open billing inside your account settings and cancel there. Do it before the renewal date. Contact UpHex support directly if the option is not visible.