Ads workspace
Capture leads from ad platforms, feed results back to them, and manage campaigns — and understand what's included in Core versus the add-on.
Open Ads in the main sidebar. The Ads workspace connects SmileLine to Google Ads, Meta and TikTok in both directions: leads flow in from native lead forms and your website, and results flow back out so the platforms learn which clicks become booked patients.
Use the back arrow beside the SmileLine wordmark to return to the main workspace.
Choose a workspace page
Native lead ads
Connect Meta, Google and TikTok lead forms and route every ad enquiry into the CRM.
Conversion feedback
Report Lead, Booked and Won back to the platforms so their optimisation learns from real outcomes.
Ad campaigns
Create Google, Meta and TikTok campaigns that arrive paused, then set them live deliberately.
Creative studio
Generate on-policy ad copy and images from guided templates, then approve the variants you want to run.
Spend & results is the workspace's reporting page (SEO & Ads add-on): platform-reported spend, impressions and clicks next to CRM truth — leads, bookings and won value — per campaign, with a date range, platform and location filters, ad-lead response time and an open-alert count. If a platform's data stops syncing, the page says so with a warning banner and a Resume button — see If syncing stops. The same numbers arrive by email as the Ads weekly digest report, which you can schedule.
A ChatGPT tile marks the next channel on the roadmap — it activates once OpenAI opens ChatGPT advertising to UK health advertisers.
Respond to ad leads fast
Speed to lead decides whether ad spend converts, so new practices are seeded with an Ad lead fast response sequence — an SMS and email straight away, then a follow-up SMS three hours later. It arrives switched off: sequences cannot yet target ad leads specifically, so enabling it messages every new enquiry alongside any treatment nurture sequence — review the overlap first. Practices created before it was introduced don't receive it retroactively; recreate it from Settings → Automations in a couple of minutes.
What's included in Core
Native lead capture and conversion feedback are part of SmileLine Core, along with website tracking and forms. They never create campaigns or spend advertising budget.
Campaign management, Spend & results, the Creative studio and the ads digest belong to the SEO & Ads add-on.
Who can do what
Advertising has three permission levels, shown as the Ads group when you Compare roles under Settings → Team members:
| Level | Who has it |
|---|---|
| View ads, captured leads & results | Owners, managers, coordinators and analysts |
| Connect providers, manage lead forms & draft campaigns | Owners and managers |
| Set campaigns live & change ad spend | Owners and managers |
Going live and raising spend are deliberately separated from day-to-day management: pausing a campaign only ever stops spend, so any manager action can do it, but resuming, changing budgets or schedules and the first go-live all require the spend-moving level. Telesales team members have no ads access.
If the add-on is inactive
The workspace shows SEO & Ads is not active — existing work stays visible, while new generations and campaign changes are paused. If you can view billing, use View SEO & Ads add-on to open Settings → Billing.
Native lead capture and conversion feedback are unaffected: they are Core features.