How to Use UpHex Like a Pro (2026 Guide)

クイックスタート

This guide covers every UpHex feature:

• はじめる — Create your agency account and connect ad accounts
• リードジェネレーションの活用方法 — 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

所要時間： 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

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 ビルダー 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.

アップヘックス

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.

今すぐUPHEXをお試しください →

レビュー全文を読む →

Getting Started with UpHex

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

約3分かかります。

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

それでは、各ステップを順を追って見ていきましょう。

ステップ1：アカウントを作成する

Go to the UpHex website and click Start.

メールアドレスを入力し、パスワードを作成してください。

✓ チェックポイント: チェックしてください 受信トレイ 確認メールについて。

Step 2: Connect Facebook and Google

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

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

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

✓ チェックポイント: 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

リードジェネレーション lets you capture leads from Facebook ads straight into one dashboard your clients can watch.

Every lead lands with the form details already attached.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: New leads appear in the client dashboard within a minute.

Step 3: Turn On Notifications

Send new leads to email or your CRM リアルタイムで。

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.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

以下に、その使用方法をステップごとに説明します。

ステップ1：業界別に閲覧する

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

Step 2: Preview the Campaign

Read the copy, targeting and budget before you commit.

これがその様子です。

✓ チェックポイント: 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.

以下に、その使用方法をステップごとに説明します。

Step 1: Invite the Client

Send a login from the client area of your workspace.

ステップ2：権限を設定する

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

これがその様子です。

✓ チェックポイント: 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.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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 データ lets you see spend, leads and cost per result across every client in one place.

UpHex offers advanced metrics and analytics tools.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

以下に、その使用方法をステップごとに説明します。

ステップ1：ブランドを追加する

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

Step 2: Build the Onboarding

Effective onboarding workflows are vital for a smooth start.

これがその様子です。

✓ チェックポイント: 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.

キーボードショートカット

ほとんどの人が見逃す隠れた機能

• Google template builder: You can create Google Search and Google Max ads, not only social. List up to five relevant keywords per ad.
• サードパーティとの連携： UpHex supports third-party integrations and built-in オートメーション 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

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

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

Problem: The campaign was rejected

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

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

Problem: Leads are not reaching your CRM

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

修理： 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

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

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

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

UpHexとは何ですか?

アップヘックス 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.

こちらの簡単な概要をご覧ください。

主な機能は以下のとおりです。

• リードジェネレーション: 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.

詳細なレビューについては、こちらをご覧ください。 UpHex review.

UpHexの価格設定

Here’s what UpHex costs in 2026:

無料トライアル: Yes — a free trial is offered at signup, so you can test the workflow before you pay.

返金保証: Not advertised. You can cancel from billing before the next renewal date.

💰 最もお得な価格: Growth at $297 — it is the point where recurring client fees clearly cover the software.

UpHexと代替案の比較

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

おすすめ商品：

• 総合ベスト： UpHex — the only one built around selling ads to clients as a product.
• ベスト予算： Plerdy — cheap monthly price for site analytics that support your ads.
• 初心者におすすめ： UpHex — templates remove the blank page problem entirely.
• eコマースに最適： Madgicx — deeper creative testing for brands with a big catalogue.

🎯 UpHexの代替品

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

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

全リストについては、こちらをご覧ください。 UpHex alternatives ガイド。

⚔️ UpHexの比較

Here is how UpHex stacks up against each competitor:

• UpHex対Plerdy： Plerdy studies the landing page while UpHex runs the ads. Many agency owners keep both.
• UpHex対Madgicx： Madgicx digs deeper into optimisation. UpHex wins for agencies reselling ad management to local clients.
• UpHexとGoogle広告の比較： 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:

• ✅ リード獲得
• ✅ 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

次のステップ： Pick one feature and try it today.

Most people start with Launch Campaigns In 3 Clicks.

5分もかかりません。

よくある質問

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.

UpHexの定期購読を解約するにはどうすればよいですか？

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.