How to Use UpHex Like a Pro (2026 Guide)

Hướng dẫn nhanh

This guide covers every UpHex feature:

• Bắt đầu — Create your agency account and connect ad accounts
• Cách sử dụng công cụ tạo khách hàng tiềm năng — 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

Thời gian cần thiết: 5 phút cho mỗi phim

Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế

Tại sao nên tin tưởng hướng dẫn này?

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 thợ xây 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.

THỬ UPHEX NGAY →

ĐỌC TOÀN BỘ BÀI ĐÁNH GIÁ →

Getting Started with UpHex

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

Quá trình này mất khoảng ba phút.

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

Bây giờ chúng ta hãy cùng xem xét từng bước một.

Bước 1: Tạo tài khoản của bạn

Go to the UpHex website and click Start.

Nhập email của bạn và tạo mật khẩu.

✓ Điểm kiểm tra: Kiểm tra của bạn hộp thư đến cho email xác nhận.

Step 2: Connect Facebook and Google

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

Link your Facebook Việc kinh doanh Manager and, if you sell search, your Google account.

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

✓ Điểm kiểm tra: 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

Tạo khách hàng tiềm năng lets you capture leads from Facebook ads straight into one dashboard your clients can watch.

Every lead lands with the form details already attached.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: New leads appear in the client dashboard within a minute.

Step 3: Turn On Notifications

Send new leads to email or your CRM trong thời gian thực.

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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Tìm kiếm theo ngành nghề

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

Step 2: Preview the Campaign

Read the copy, targeting and budget before you commit.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Invite the Client

Send a login from the client area of your workspace.

Bước 2: Thiết lập quyền truy cập

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

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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 Dữ liệu lets you see spend, leads and cost per result across every client in one place.

UpHex offers advanced metrics and analytics tools.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Thêm thương hiệu của bạn

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

Step 2: Build the Onboarding

Effective onboarding workflows are vital for a smooth start.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Phím tắt

Những tính năng ẩn mà hầu hết mọi người bỏ lỡ

• Google template builder: You can create Google Search and Google Max ads, not only social. List up to five relevant keywords per ad.
• Tích hợp với bên thứ ba: UpHex supports third-party integrations and built-in tự động hóa 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

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

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

Problem: The campaign was rejected

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

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

Problem: Leads are not reaching your CRM

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

Sửa chữa: 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

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

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

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

UpHex là gì?

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.

Hãy xem đoạn video tổng quan ngắn này:

Nó bao gồm các tính năng chính sau:

• Tạo khách hàng tiềm năng: 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.

Để xem đánh giá đầy đủ, hãy xem bài viết của chúng tôi. UpHex review.

Bảng giá UpHex

Here’s what UpHex costs in 2026:

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

Đảm bảo hoàn tiền: Not advertised. You can cancel from billing before the next renewal date.

💰 Giá trị tốt nhất: Growth at $297 — it is the point where recurring client fees clearly cover the software.

So sánh UpHex và các giải pháp thay thế

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

Lựa chọn nhanh:

• Tốt nhất tổng thể: UpHex — the only one built around selling ads to clients as a product.
• Ngân sách tốt nhất: Plerdy — cheap monthly price for site analytics that support your ads.
• Phù hợp nhất cho người mới bắt đầu: UpHex — templates remove the blank page problem entirely.
• Tốt nhất cho thương mại điện tử: Madgicx — deeper creative testing for brands with a big catalogue.

🎯 Các lựa chọn thay thế cho UpHex

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.
• 🎯 Quảng cáo Google: Google’s own platform for search, display and YouTube placements when intent matters more than discovery.

Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. UpHex alternatives hướng dẫn.

⚔️ So sánh UpHex

Here is how UpHex stacks up against each competitor:

• UpHex đấu với Plerdy: Plerdy studies the landing page while UpHex runs the ads. Many agency owners keep both.
• UpHex so với Madgicx: Madgicx digs deeper into optimisation. UpHex wins for agencies reselling ad management to local clients.
• UpHex so với 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:

• ✅ Tạo khách hàng tiềm năng
• ✅ 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

Bước tiếp theo: Pick one feature and try it today.

Most people start with Launch Campaigns In 3 Clicks.

Chỉ mất chưa đến năm phút.

Câu hỏi thường gặp

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.

Tôi có thể hủy đăng ký UpHex của mình như thế nào?

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.