How to Use UpHex Like a Pro (2026 Guide)

快速入门

This guide covers every UpHex feature:

• 入门 — Create your agency account and connect ad accounts
• 如何使用潜在客户开发 — 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

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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 建筑商 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.

立即试用 UPHEX →

阅读完整评测 →

Getting Started with UpHex

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

大约需要三分钟。

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

现在让我们一步一步来。

第一步：创建您的帐户

Go to the UpHex website and click Start.

请输入您的电子邮件地址并创建密码。

✓ 检查点： 检查你的 收件箱 用于确认邮件。

Step 2: Connect Facebook and Google

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

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

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

✓ 检查点： 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

潜在客户开发 lets you capture leads from Facebook ads straight into one dashboard your clients can watch.

Every lead lands with the form details already attached.

以下是使用步骤。

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.

这就是它的样子：

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

Step 3: Turn On Notifications

Send new leads to email or your 客户关系管理 实时。

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.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

以下是使用步骤。

第一步：按行业浏览

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

Step 2: Preview the Campaign

Read the copy, targeting and budget before you commit.

这就是它的样子：

✓ 检查点： 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.

以下是使用步骤。

Step 1: Invite the Client

Send a login from the client area of your workspace.

步骤二：设置权限

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

这就是它的样子：

✓ 检查点： 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.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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 数据 lets you see spend, leads and cost per result across every client in one place.

UpHex offers advanced metrics and analytics tools.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

以下是使用步骤。

第一步：添加您的品牌

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

Step 2: Build the Onboarding

Effective onboarding workflows are vital for a smooth start.

这就是它的样子：

✓ 检查点： 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.

键盘快捷键

大多数人错过的隐藏功能

• Google template builder: You can create Google Search and Google Max ads, not only social. List up to five relevant keywords per ad.
• 第三方集成： UpHex supports third-party integrations and built-in 自动化 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.

使固定： 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.

使固定： 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.

使固定： 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.

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

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

UpHex是什么？

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.

观看这段快速概览：

它包含以下主要特点：

• 潜在客户开发： 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.

如需完整评测，请参阅我们的 UpHex review.

UpHex定价

Here’s what UpHex costs in 2026:

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

退款保证： Not advertised. You can cancel from billing before the next renewal date.

💰 性价比最高： Growth at $297 — it is the point where recurring client fees clearly cover the software.

UpHex 与其他替代方案的比较

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

快速精选：

• 综合最佳： UpHex — the only one built around selling ads to clients as a product.
• 最佳预算： Plerdy — cheap monthly price for site analytics that support your ads.
• 最适合初学者： UpHex — templates remove the blank page problem entirely.
• 最适合电子商务： Madgicx — deeper creative testing for brands with a big catalogue.

🎯 UpHex 的替代方案

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

• 🚀 普勒迪： 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.
• 🎯 谷歌广告： Google’s own platform for search, display and YouTube placements when intent matters more than discovery.

完整列表请参见我们的 UpHex alternatives 指导。

⚔️ UpHex 对比

Here is how UpHex stacks up against each competitor:

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

• ✅ 潜在客户开发
• ✅ 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

下一步： Pick one feature and try it today.

Most people start with Launch Campaigns In 3 Clicks.

只需不到五分钟。

常见问题解答

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.

如何取消我的 UpHex 订阅？

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.