Your first-time setup and the guided product tour

Last updated July 19, 2026

The first time you sign in, uplads walks you through a short setup before the app opens. It's deliberately ordered so nothing optional stands between you and your first launch.

The setup order

Three gates, in this order. Each one only appears while it's actually needed:

Connect your Meta account — until a Meta connection exists, this is the only screen you see. Click Connect Meta to run the OAuth flow.
Sync your ad accounts — shown when Meta is connected but no ad accounts have been pulled in yet.
Tell us about your setup — a short profile survey, asked once, after the critical path is done.

Once all three are behind you, the app renders normally and you won't see these screens again.

When Meta is connected but no accounts appear

If your Meta account is linked and the account picker is still empty, you'll land on the Sync your ad accounts card. Click Sync ad accounts to fetch them from Meta. If the sync fails, the error is shown right under the button — the usual causes are a permission that wasn't granted or a token that needs re-authorizing. See Meta account won't connect.

Switching to a shared workspace instead

If you've been invited to someone else's workspace, you don't need a Meta connection of your own. On the Connect your Meta account screen there's a Switch to shared workspace instead button — it appears whenever you have another workspace available. One click moves you there and the setup screens disappear.

The profile survey

Four questions, everything optional, roughly fifteen seconds:

What describes you best? — solo creator/freelancer, in-house marketing team, agency, e-commerce brand, or something else.
How many ad accounts do you manage? — 1–2, 3–5, 6–15, or 15+.
Where do you run ads? — Meta, TikTok, Google Ads (pick any; Google is captured as demand, not offered yet).
How do you launch ads today? — Ads Manager directly, another launch tool, spreadsheets/bulk import, nothing yet, or other.

The survey shows exactly once. Clicking Skip counts as answered, so you'll never be asked twice either way.

What your answers are used for

Your answers drive the plan recommendation on the Billing page, and your own answer beats the number of accounts you've happened to connect so far:

15+ or 6–15 ad accounts → Agency.
3–5 ad accounts → Growth.
You picked TikTok → Growth.
1–2 ad accounts → Starter.

If you skipped the survey, Billing simply highlights Growth as the default suggestion. See Plan limits and what happens when you hit one.

The guided tour

Right after setup, new accounts get a guided tour that opens each real page as it goes — it's not a slideshow. Ten steps:

Welcome to uplads — the trial and what the product does.
Upload once, launch everywhere — the launch dropzone and the creatives → targeting → text → review → go-live flow.
Meta or TikTok — same flow — the destination switch that adapts the whole wizard.
Ads Manager — the table where every campaign, ad set and ad lives after launch.
Automated rules — conditions that pause underperformers, scale winners and cap spend.
Let uplads optimize for you — running an on-demand audit.
Reusable ad-copy templates — saving primary texts, headlines and CTAs.
Generate copy with AI — writing copy in your brand voice.
Creative enhancements — Meta's automatic visual tweaks and how to turn them off.
You're ready to go! — the wrap-up.

Replaying the tour, and how it's tracked

Completion is stored per user, not per workspace, so every teammate gets their own first run — finishing it yourself never hides it from someone you invite later. Because it's stored server-side, it also follows you across browsers and devices.

You can reopen the tour anytime via Get started in the sidebar. That launcher only appears for the first 21 days after the account was created; established accounts don't keep it in the sidebar.

Team members skip onboarding

If you join as a member of someone else's workspace, none of this applies. Members have no Meta connection of their own, so the setup gates are bypassed entirely and the app opens immediately.