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Pixel Knowledge Base

Guides, best practices, and everything you need to plan, build, and launch high-performing ad campaigns with Pixel.

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What is Pixel?

Pixel is an AI-powered marketing agent that enables B2B marketers to plan, build, and launch multi-channel advertising campaigns through natural-language conversation. Describe your campaign goals in plain English, and Pixel handles the end-to-end execution — from market research and audience creation to ad creative generation, campaign assembly, and performance monitoring.

What You Can Do with Pixel

CapabilityDescription
Conversational Campaign BuildingDescribe what you want; Pixel builds it step by step
Multi-Channel OrchestrationA single conversation can produce campaigns across LinkedIn, Meta, Google, Reddit, X, and Microsoft Ads simultaneously
AI-Powered CreativesGenerates brand-consistent ad images using your company's colors, fonts, logo, and messaging
Intelligent AutomationPixel dynamically selects the right actions based on your intent, keeping campaigns optimized around the clock
Enterprise-Grade PlatformBuilt on 10+ years of battle-tested ad operations technology trusted by global enterprise teams
Guardrailed ExecutionCredit validation, auto-pause safeguards, and human-in-the-loop campaign launching ensure no unintended spend

How Pixel Understands You

Every message you send is interpreted as one of three types:

Message TypeWhat It MeansExample
QuestionYou're asking for information or analysis"What's the best channel for my budget?"
ActionYou want Pixel to execute a task"Create a lead gen campaign targeting CFOs"
ContinuationYou're progressing a multi-step workflow"Now let's add Instagram as a channel"

The Six-Phase Workflow

When you ask Pixel to build a campaign, it follows a structured six-phase process. Each phase completes before the next begins, so you always know where you are.

01

Planning

Pixel researches your market and presents a strategic plan.

StepWhat Happens
Credit checkValidates you have sufficient credits to proceed
Market researchSearches for industry trends, competitor strategies, and channel best practices
Channel analysisCompares channel performance using historical benchmarks
Brand discoveryRetrieves or generates your Brand Kit (colors, fonts, logo, messaging)
Targeting analysisAnalyzes historical targeting patterns for lead optimization
02

Audience Building

Pixel creates audiences based on your ideal customer profile.

StepWhat Happens
Research criteriaIdentifies optimal industries, job titles, seniority levels, and locations
Create audiencesBuilds one or more audiences using firmographic, technographic, or native channel criteria
Validate sizingConfirms audience sizes are viable for campaign delivery
03

Offer Creation

Pixel builds Lead Gen forms or Landing Page offers per channel.

StepWhat Happens
Privacy URL validationFinds and validates your company's privacy policy URL (required by ad channels)
Offer researchAnalyzes historical offer performance patterns
Create offersBuilds Lead Gen forms or Landing Page offers per channel
Business Rule: Lead Gen campaigns can ONLY use Lead Gen offers. Brand Awareness campaigns accept both types.
04

Creative & Ad Production

Pixel generates brand-consistent ad images and writes channel-specific copy.

StepWhat Happens
Ad copy researchAnalyzes historical ad performance for optimal copy patterns
Creative generationGenerates branded ad images using AI + your Brand Kit
Image uploadUploads generated images to the creative library
Ad creationCreates ads with channel-specific headlines, descriptions, and CTAs
05

Campaign Assembly

Pixel assembles all components into a campaign with budget allocation.

StepWhat Happens
Budget group creationCreates a budget group with the specified allocation and spending strategy
Campaign creationAssembles channels, audiences, offers, ads, and budget into a single campaign
Configuration displayShows the complete campaign configuration for your review
Good to know: Campaign start date is always today (not a future date). Default campaign duration is 90 days. Budget group end date automatically extends beyond campaign end date.
06

Launch

You review everything and decide when to go live.

StepWhat Happens
Campaign displayThe full campaign card renders in the chat with all details
Your reviewEdit dates, budget, channels, and review all components
You click LaunchYou decide when to go live — Pixel never launches campaigns on its own
You’re always in control: Campaign launching is always a human action. Pixel builds and configures; you decide when to go live.

Supported Advertising Channels

Pixel supports multi-channel campaign orchestration across all major advertising platforms.

ChannelAd FormatsAudience TypesOffer Types
LinkedInImage ads, text adsFirmographic, Technographic, LinkedIn NativeLead Gen Forms, Landing Pages
FacebookImage adsFirmographic, Technographic, Facebook NativeLead Gen Forms, Landing Pages
InstagramImage adsFirmographic, Technographic, Facebook NativeLead Gen Forms, Landing Pages
Google AdsText ads (headlines + descriptions)Keyword-based targetingLanding Pages
RedditImage ads, text adsInterest-based, community targetingLanding Pages
X (Twitter)Image ads, text adsInterest-based, follower lookalikesLanding Pages
Microsoft Ads (Bing)Text ads (headlines + descriptions)Keyword-based targetingLanding Pages

Audience Targeting Capabilities

Pixel supports multiple audience types for precise B2B targeting across all supported channels.

Available Audience Types

TypeWhat It TargetsKey CriteriaBest For
FirmographicCompany attributes + contact roleIndustry, employee count, revenue, job titles, job functions, seniority, locationDefault B2B targeting — most commonly used
TechnographicTechnology stack usageSpecific technologies/software used by companies + optional firmographic filtersTargeting users of competitor or complementary products
LinkedIn NativeLinkedIn-specific criteriaJob titles, skills, company names, employee count, revenue, locationLinkedIn campaigns requiring platform-native targeting
Facebook NativeFacebook-specific criteriaAge (21-65), industries, countries, job titles, interestsFacebook/Instagram campaigns with demographic targeting

What You Can Do with Audiences

  • Create new audiences with detailed targeting criteria
  • View existing audiences with full criteria details
  • Add audiences to campaigns (including across multiple channels)
  • Exclude audiences from campaigns to avoid overlap (negative targeting)
  • Archive unused audiences to keep your library clean
  • Unarchive previously archived audiences for reuse
Coming soon: Buyer intent audiences, retargeting audiences, ABM account lists, and advanced segmentation are planned for future releases.

Creative & Brand Management

Pixel can automatically analyze your company's website and extract a complete brand identity, then use it to generate on-brand ad creatives.

Your Brand Kit

Pixel automatically extracts your brand identity from your website:

ComponentWhat It Includes
ColorsPrimary, secondary, and accent colors from your brand palette
TypographyFont families, weights, and styles
LogoCompany logo extracted from your website
Messaging FrameworkBrand voice, value propositions, and key messaging themes
Industry ContextIndustry classification for contextual creative generation
One-time setup: Your Brand Kit is generated once and reused across all campaigns, ensuring consistent brand presentation.

AI Creative Generation

FeatureDescription
Brand-Consistent ImagesGenerated images use your company's colors, fonts, and visual style
Platform-OptimizedCreatives are sized for the target platform (LinkedIn, Facebook, Instagram)
Editable CanvasCanvas-based creatives can be edited visually (text, colors, positioning)
Creative EditingExisting images can be modified while preserving brand consistency
Library IntegrationAll creatives are stored in your library for reuse across campaigns

Creative Workflow

1. Brand Kit

Retrieved or generated from your company website

2. Generate Creative

AI creates branded ad images using your Brand Kit

3. Upload to Library

Image is stored in your creative library

4. Create Ad

Ad is assembled with channel-specific copy and your creative

Campaign Management

Pixel provides complete campaign lifecycle management from creation to optimization.

What Pixel Can Create

ElementDetails
Multi-channel campaignsSingle campaign spanning LinkedIn, Meta, Google, Reddit, X, and/or Microsoft Ads
Budget groupsFixed budget or monthly-reset spending allocation
Channel-specific adsDifferent headlines, descriptions, and CTAs per channel
Audience assignmentsMultiple audiences per channel
Offer assignmentsLead Gen forms (channel-specific) or Landing Pages (cross-channel)

Campaign Lifecycle

ActionDescription
CreateBuild a complete campaign from scratch through the 6-phase workflow
ViewDisplay full campaign configuration with all components
EditModify campaign elements (add/remove audiences, ads, offers, channels)
PauseTemporarily stop a running campaign
RestartResume a paused campaign
LaunchUser-initiated only — Pixel presents the campaign; you click Launch

Campaign Types

TypeDescriptionOffer Constraint
Lead GenerationCampaigns focused on capturing leads through formsMust use Lead Gen offers only
Brand AwarenessCampaigns focused on impressions and reachCan use Lead Gen or Landing Page offers

Offer Management

Pixel supports two types of offers for campaign conversion.

TypeDescriptionChannel ScopeUse Case
Lead GenIn-platform lead capture forms with custom fields and thank-you messagesOne per channel (LinkedIn, Facebook, Instagram)Direct lead capture without leaving the ad platform
Landing PageRedirect to an external URL (website, landing page)One reusable across all channelsDriving traffic to website content or custom pages
Privacy Policy Required: Before creating any offer, Pixel automatically finds and validates your company's privacy policy URL. This is required by all advertising platforms and is handled automatically.

Keyword Management (Google Ads)

Pixel provides full keyword management for Google Ads campaigns.

CapabilityDescription
Create keywordsBatch create positive keywords with search volume and bid data
Negative keyword listsCreate lists to prevent ads from showing on irrelevant searches (EXACT, PHRASE, or BROAD match)
Experiment keywordsMonitor and manage keywords running in active experiments
Pause/Restart keywordsControl individual keyword activity within experiments

Analytics & Performance Reporting

Pixel provides multiple levels of performance analytics to help you understand and optimize your campaigns.

ReportScopeKey Metrics
Account-Level StatsFull account across all channelsImpressions, clicks, spend, leads, MQLs, ROI, by timeframe (week/quarter/year)
Performance MetricsGranular per ads, audiences, creatives, offers, keywordsSpend, leads, conversions, CPL, CTR, ROI
Budget Group PerformancePer budget group with experiment breakdownExperiment-level metrics, budget utilization
Keyword StatsActive experiment keywordsKeyword-level performance metrics
Coming soon: Account funnel reports, demographic breakdowns, website engagement stats, and deep funnel conversion analysis are planned for future releases.

Integrations & Channel Connections

Pixel can check your connection status and help you connect advertising channels, CRMs, and martech platforms directly from the chat.

Advertising Channels

ChannelConnection Method
LinkedInOAuth via LinkedIn Campaign Manager
Meta (Facebook + Instagram)OAuth via Meta Ads Manager
Google AdsOAuth via Google Ads
RedditOAuth via Reddit Ads
X (Twitter)OAuth via X Ads

CRM Systems

CRMWhat It Connects
SalesforceLeads, opportunities, campaign membership
HubSpotLeads and contact management

Additional Integrations

The platform also supports connections with:

  • Marketing Automation: HubSpot, Marketo, Eloqua, Pardot
  • Analytics: Google Analytics, Google Tag Manager
  • Intent Data: Bombora (buyer intent), G2 (buying stages)
  • Data Enrichment: Company and contact data providers

Credit System & Budget Controls

Every Pixel action consumes credits. Multiple layers of budget protection keep your spending under control.

How Credits Work

ConceptDescription
Credit BalanceYour account has a credit plan with a total allocation
Credit ConsumptionActions like brand kit generation, creative generation, audience creation, and campaign publishing each consume credits
Credit CheckPixel validates you have sufficient credits before starting any workflow
Credit ReportingPer-conversation credit consumption is tracked and reportable

Budget Controls

ControlDescription
Contract AllocationHard spending limit per billing cycle
Overage ProtectionConfigurable overage percentage above your allocation
Ad-Hoc CreditsPrepaid top-up credits for additional capacity

Auto-Pause Safeguard

Automatic Budget Protection: When campaign ad spend exceeds your account's allocation for the current month, all launched campaigns are automatically paused to prevent further spend. Campaigns remain paused until manually resumed after a budget adjustment. This happens instantly — there is no gradual throttling.

Prompt Library

Ready-to-use prompts to get the most out of Pixel. Copy, customize, and go.

Campaign Creation

Full campaign Create a lead generation campaign targeting VP-level marketing leaders at SaaS companies with 200–1000 employees. Run on LinkedIn and Meta with a $5,000 monthly budget.
Brand awareness Launch a brand awareness campaign for our new product across LinkedIn and Instagram. Target enterprise IT decision-makers in the US and UK.
Google Ads Create a Google Ads campaign for our cloud security product. Focus on high-intent keywords around data breach prevention and compliance.

Audience Building

Firmographic Build an audience of CFOs and Finance Directors at companies with $50M–$500M revenue in the financial services and healthcare industries.
Technographic Create an audience targeting companies that use Salesforce and HubSpot but not our product. Focus on mid-market companies in North America.
Multi-audience Build three separate audiences for our ABM campaign: one for C-suite at enterprise companies, one for VPs at mid-market, and one for Directors at fast-growing startups.

Creative & Ads

Creative generation Generate three ad creative variations for our data analytics platform. Emphasize speed, ease of use, and real-time dashboards. Use our brand colors.
Ad copy Write LinkedIn ad copy for our cybersecurity product targeting CISOs. Focus on compliance, risk reduction, and ROI. Include a strong CTA for a free security assessment.

Analytics & Optimization

Performance review Show me account-level performance for the last 30 days. Break down by channel and highlight which audiences are generating the most leads at the lowest CPL.
Campaign optimization Review the performance of my “Q1 Enterprise Push” campaign. Which ads and audiences are underperforming? Suggest changes.
Budget analysis How is my budget being allocated across channels? Am I on track for the month or at risk of overspending?

Management

Pause Pause my “LinkedIn Lead Gen Q1” campaign while we update the landing page.
Edit campaign Add a new audience of Marketing Directors in the tech industry to my running campaign on Facebook.
Channel removal Remove Instagram from my current campaign — it's not performing well enough relative to LinkedIn and Facebook.

Best Practices

Tips and strategies for getting the most out of Pixel.

🎯

Be specific about your ICP

The more detail you provide about your ideal customer (industry, company size, seniority, job titles, region), the better Pixel can build targeted audiences. Vague prompts produce vague targeting.

💰

Set clear budget expectations

Always include your budget and duration when creating campaigns. This helps Pixel optimize channel allocation and set realistic expectations for lead volume.

📈

Review performance weekly

Ask Pixel for performance summaries at least weekly. Early optimization — pausing underperforming ads and shifting budget to winners — compounds over the campaign lifecycle.

🎨

Test multiple creatives

Ask Pixel to generate 3–5 creative variations instead of just one. A/B testing different visual styles and messaging angles reveals what resonates with your audience.

🚀

Start with one channel, then expand

If you're new to Pixel, start with a single channel (LinkedIn is great for B2B). Once you see results, ask Pixel to add Facebook or Google Ads to the same campaign.

💬

Use conversational follow-ups

Pixel remembers context within a conversation. Instead of starting over, say “Now add Instagram” or “Change the budget to $3K.” It's faster and keeps everything connected.

🛡

Let Pixel do the brand work

Before creating campaigns, let Pixel generate your Brand Kit. It automatically extracts your colors, fonts, and messaging from your website — ensuring every ad looks on-brand from day one.

🔑

Use negative keywords for Google Ads

When running Google Ads campaigns, ask Pixel to create negative keyword lists. This prevents your ads from showing on irrelevant searches and dramatically improves ROI.

Safety Controls & Guardrails

Pixel is built with multiple layers of protection to keep your account and budget safe.

SafeguardHow It Protects You
Human-in-the-loop launchingPixel never launches campaigns on its own — you always click the Launch button
Credit validationYour credit balance is checked before starting any workflow
Auto-pauseCampaigns are automatically paused when ad spend exceeds your budget allocation
Privacy URL validationPrivacy policy URLs are validated before any offer is created (required by ad channels)
Duplicate preventionPixel tracks recent actions to prevent repeating identical operations
Loop detectionIf Pixel detects it's repeating the same action, it stops and explains the issue
Execution limitsBuilt-in limits on the number of actions per response prevent runaway execution
Graceful stopYou can stop Pixel mid-execution; it completes the current step and returns status

User Experience

Pixel provides a rich, interactive chat-based experience with real-time updates and visual components.

Getting Started

When you open Pixel, you'll see:

  • A welcome message and carousel
  • A large input area: “Tell me about the campaign you want to launch”
  • Quick action templates: “Launch campaign”, “Create ad creative”, “Build audiences”
  • Expandable categories for common workflows

Conversation Flow

1. You type a message

Describe your marketing goal in natural language

2. Planning begins

Pixel shows animated progress for each sub-step (Strategy, Audiences, Creatives...)

3. Progressive rendering

As each component completes, it appears as an interactive card in the chat

4. Campaign card

The final campaign appears with all channels, audiences, ads, offers, and budget

5. You review and launch

Edit, review, and click Launch when you're ready to go live

Interactive Components

Pixel renders rich, interactive cards for every campaign element:

ComponentWhat You See
Campaign CardFull campaign summary with launch button, editable dates/budget, channel breakdown
Audience CardTargeting criteria, audience size estimate, preview modal
Ad PreviewImage preview with headline, body copy, CTA, sharing capability
Brand KitLogo, color palette, typography, messaging framework
Brand CreativeAI-generated image with edit/export capabilities
Offer DetailsForm fields, thank-you page, privacy policy, landing page URL
Integration PromptOAuth connection dialog when a channel needs connecting
Budget GroupBudget allocation details and campaign assignments
Keyword GroupKeyword lists with search volume and bid data
Optimization LogCampaign optimizer decisions and performance changes
Experiment StatusLive experiment metrics and status changes
Campaign LeadLead notification with contact and company details
Google AdsText ad preview with headlines and descriptions

Key Features

FeatureDescription
Real-time streamingMessages appear progressively as Pixel works
File uploadsUpload images for creative assets directly in the chat
Channel connectorsConnect advertising channels via OAuth flows right from the chat
Creative editorVisual editor for canvas-based creatives (text, colors, positioning)
Ad sharingCopy shareable links for individual ads
Conversation historyBrowse and continue past conversations
Quick actionsTemplate-based shortcuts for common workflows

Glossary

Key terms and definitions used throughout Pixel.

TermDefinition
Brand KitYour company's stored brand identity — colors, fonts, logo, and messaging — generated from your website
Budget GroupA spending allocation that controls how budget is distributed across your campaign's experiments
CreativeAn advertising image or visual asset used in your ads
ExperimentAn individual ad group within a campaign, used to test different combinations of audiences, ads, and offers
FirmographicCompany attributes used for B2B targeting — industry, company size, revenue
Lead GenAn in-platform lead capture form (LinkedIn Lead Gen Forms, Facebook Lead Ads) where users submit info without leaving the ad
MQLMarketing Qualified Lead — a lead that meets your qualification criteria and is ready for sales follow-up
Pixel AI CreditsThe consumption units that meter your Pixel usage per account
TechnographicTechnology stack attributes used for targeting companies by the software they use
Workflow PhaseOne of the six sequential stages in Pixel's campaign creation process