> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adloft.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> A guided seven-step setup that builds your dashboard around one Meta ad account.

After you create your account, AdLoft runs a single guided onboarding flow. It creates the organization where your work lives, connects Meta, and saves the defaults your dashboard and campaigns will use.

You can change anything you set here later in **Settings**.

## The seven steps

<Steps>
  <Step title="Welcome">
    A quick intro to AdLoft. Click **Get started** to begin.
  </Step>

  <Step title="Organization">
    Create your organization — the workspace where all your brands live.

    * **Company name** (2–80 characters)
    * **Business type**: Solo-preneur, Brand, or Agency

    AdLoft automatically creates your first brand from the company name.
  </Step>

  <Step title="Profile (ad account profile)">
    Name the **brand** this setup is built around. Use the name of the business, client, or store the Meta ad account belongs to.
  </Step>

  <Step title="Meta">
    Connect Meta so AdLoft can import the ad accounts you can access. You can **Skip Meta for now** and connect later, but most features need it. See [Connect Meta](/getting-started/connect-meta).
  </Step>

  <Step title="Ad account">
    Choose the **one** Meta ad account this brand should be built around. Accounts already linked to another brand are shown as unavailable.
  </Step>

  <Step title="Launch defaults">
    Save the defaults that pre-fill AI Launch and new campaign drafts (see below).
  </Step>

  <Step title="Summary">
    Review your setup checklist and open your dashboard.
  </Step>
</Steps>

<Note>
  You can't skip ahead of the first incomplete step. If you leave and come back, AdLoft drops you at the right place — for example, at **Ad account** if Meta is connected but no account is linked yet.
</Note>

## Launch defaults

Launch defaults make your dashboard, AI Launch, and new drafts feel pre-built for the brand. They're all sourced from the Meta ad account you selected:

| Setting                          | What it does                                                                      |
| -------------------------------- | --------------------------------------------------------------------------------- |
| **Facebook page** (recommended)  | The Page used to deliver your ads.                                                |
| **Instagram account** (optional) | Overrides the Facebook Page identity on Instagram placements.                     |
| **Meta pixel** (recommended)     | The pixel used for conversion tracking on new ad sets.                            |
| **Website URL** (recommended)    | The default destination URL for new ads.                                          |
| **EU advertising**               | Whether you'll advertise to EU audiences (sets the required special ad category). |

<Tip>
  Don't see your pixel, Instagram account, or Facebook Page? Use **Refetch Meta options** after making changes in Meta to reload the lists.
</Tip>

The three recommended defaults are **Facebook Page**, **Meta pixel**, and **Website URL**. If any are missing when you continue, AdLoft warns you — you can continue now, but you'll need to add them in Settings before creating campaigns.

## After onboarding

Onboarding is complete once your brand is configured. From the summary screen you'll either:

* **Open workspace** → go straight to your dashboard (if you already have an active trial or plan), or
* **Continue to pricing** → choose a plan to unlock the dashboard. See [Plans](/billing/plans).

<Info>
  The dashboard requires an organization with an active **trial** or **paid** subscription. Organizations that haven't finished onboarding are sent back here; unpaid organizations are sent to pricing.
</Info>

## Accepting an invitation instead

If you were invited to an existing organization, you'll skip org creation and join that team directly. See [Invitations](/organizations/invitations).