Xero unlocks Meta scale and performance with streamlined and automated workflows
Objective
Xero, a cloud-based accounting software operating globally, has different messages they need to promote to different markets and they need to update 3-4 times a month in all markets across the full funnel. Xero looked to significantly streamline their creative building and campaign management process in order to reduce their key success metrics, cost per acquisition (CPA) for ign ups and Purchase Orders.
Solution
The team at Xero leveraged Smartly's automation feeds and creative templates to help them scale the creation of ads on Meta’s channels, allowing them to update them in real-time across live campaigns without the need to pause, upload and reactivate ads. Leveraging creative templates helped Xero instantly create dozens of ads with different messages across different formats and sizes, while ensuring brand consistency and meeting Meta’s best practices.
Furthermore, Xero automated the optimization using Triggers, which automatically adjusts campaign settings like budgets based on predetermined rules. Leveraging Smartly's robust reporting tools helped Xero identify which creatives perform the best so they could make informed creative iterations.
Combining automated templates and optimization with detailed reporting enabled Xero to create and optimize campaigns and ads with speed and scale. The streamlined workflows help Xero save the equivalent of 0.5 FTE monthly and unlocked better results across the board, Since adopting Smartly, Xero has seen an average drop of 37% in their CPAs, and a 224% improvement in their conversion rate for POs, while also reaching 23% more people.


Xero unlocks Meta scale and performance with streamlined and automated workflows

Xero is a global small business platform based in New Zealand that provides cloud-based accounting software for small and medium-sized businesses. Founded in 2006, Xero helps business owners manage their finances, including invoicing, bank reconciliation, payroll, and financial reporting, all in real time. With a focus on ease of use and integration, Xero connects with thousands of banks and apps to streamline business workflows and improve financial visibility.
Objective
Xero, a cloud-based accounting software operating globally, has different messages they need to promote to different markets and they need to update 3-4 times a month in all markets across the full funnel. Xero looked to significantly streamline their creative building and campaign management process in order to reduce their key success metrics, cost per acquisition (CPA) for ign ups and Purchase Orders.
Solution
The team at Xero leveraged Smartly's automation feeds and creative templates to help them scale the creation of ads on Meta’s channels, allowing them to update them in real-time across live campaigns without the need to pause, upload and reactivate ads. Leveraging creative templates helped Xero instantly create dozens of ads with different messages across different formats and sizes, while ensuring brand consistency and meeting Meta’s best practices.
Furthermore, Xero automated the optimization using Triggers, which automatically adjusts campaign settings like budgets based on predetermined rules. Leveraging Smartly's robust reporting tools helped Xero identify which creatives perform the best so they could make informed creative iterations.
Combining automated templates and optimization with detailed reporting enabled Xero to create and optimize campaigns and ads with speed and scale. The streamlined workflows help Xero save the equivalent of 0.5 FTE monthly and unlocked better results across the board, Since adopting Smartly, Xero has seen an average drop of 37% in their CPAs, and a 224% improvement in their conversion rate for POs, while also reaching 23% more people.


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