Campaigns

Campaigns is where you inspect synced advertising objects and prepare supported Meta or Google Ads work. It separates three states that should never be confused: an existing provider object, an editable Marketer draft, and a launch that is publishing or already live. Open Campaigns and confirm the active workspace before you read metrics or create anything.

Before you begin

You need:

A connected Meta Ads or Google Ads account for the workspace.
A completed initial sync if you need to inspect existing objects.
A workspace role that allows the intended create or change action.
The product or destination, objective, audience, budget boundary, and creative direction for new work.
An approver when workspace guardrails require a decision before an account change.

Campaigns overview with date, objective, channel, and boosted filters; Campaigns, Ad sets, Ads, and Rules tabs; Drafts and Launch ads actions; and a scoped campaign table — Campaigns keeps scope controls, object levels, lifecycle work, and the data table in one operating surface.

Read the page before you act

Work from the top of the page downward:

Control	What it changes	Check before continuing
Date	The window used by displayed metrics	Prefer complete days and note the workspace reporting timezone.
Objective	Which campaign objectives remain in the table	Clear it when the campaign you expect is missing.
Channel	Meta, Google Ads, or the available combined scope	Confirm the provider and connected account behind the row.
Campaigns, Ad sets, Ads	The advertising-object level	Do not compare rows from different levels as if they were peers.
Status	Active, paused, or another available state	A status filter can hide the object you need.
Search	Names at the selected level	Use the full provider name when similar objects exist.
Saved view	A reusable bundle of campaign filters	A shared view can change the scope for everyone who uses it.
Drafts, Launch ads, Rules	Work that is not simply a live table row	Open the lifecycle surface that matches the work state.

The table can show budget, spend, results, revenue, ROAS, and trend context for the selected window. Treat those figures as observations, not explanations. Move to Analytics when you need a cross-channel or attribution-aware diagnosis.

Investigate an existing campaign

Restore a known scope

Open the saved-view menu and choose All view when you do not trust the current filters. Then set the date, objective, channel, and status required by the question.

Choose the object level

Start on Campaigns for campaign-level rows. Move to Ad sets for audience, budget, and optimization context, or Ads for the delivered creative. The selected tab becomes the grain of every visible row.

Find and identify the object

Search for the provider name, open the row, and confirm its parent-child relationship. Similar names are not sufficient evidence; verify the provider badge and the object level.

Read the result in context

Compare spend and the primary result first, then efficiency and trend. Keep the date, currency, attribution view, and status filters unchanged while comparing rows.

Choose the next surface

Open Analytics for a broader explanation, Creative performance for asset evidence, or the row’s available control for a scoped change. If a control can mutate the provider account, record the current state before proceeding.

Verify the outcome

After a change finishes, return to the same provider, level, object, and date scope. Confirm the new state in Campaigns and, for a decision-grade check, in the provider account.

Save a reusable campaign view

Use a saved view for a recurring review such as Meta prospecting, paused campaigns, or a Google brand-search portfolio.

Campaign views menu showing All view, a selected Meta prospecting view, shared team views, and the Add view action — Saved views restore a named filter bundle; All view is the clean reset point.

Set the level, date preset, objective, channel, status, and search state you want to preserve.
Open the view menu. If the trigger reads Custom filters, the current scope does not match a saved view.
Choose Add view, give the view a specific name, and choose whether it should be shared when that option is available.
Reopen the view and confirm every visible filter changed to the intended value.
Use All view to restore the default Campaigns scope before starting an unrelated investigation.

A saved view stores scope, not a conclusion. Its rows and metrics continue to change as provider data syncs and the selected date window advances.

Build a new campaign

1. Choose the provider path

Select New campaign. The chooser exposes the builders currently supported by the workspace.

Create new campaign dialog with Meta and Google Ads channel cards and an Advantage Plus Catalog campaign link — The first decision is the provider: Meta for Facebook and Instagram, or Google Ads for its supported campaign types.

Choose Meta for a Facebook or Instagram campaign.
Choose Google Ads for the Search, Shopping, or Performance Max paths shown by the builder.
Choose the catalog link only when you intend to build the displayed Advantage+ Catalog path from product-catalog context.

If the intended provider or account is unavailable, stop and repair it in Integrations. Do not build against a different connected account as a substitute.

2. Establish the Meta campaign

For Meta, Set up the campaign establishes the shared campaign-level facts before ad-set and ad work.

Meta campaign setup showing campaign name, campaign budget and ad set budget choices, Sales objective, exclude existing customers, ad account, Facebook page, destination URL, Save as draft, and Create and build — Meta setup captures the campaign identity, budget model, objective, publishing account, page, and destination before detailed construction.

Confirm the generated name

Review Campaign name against the workspace naming convention. Use Regenerate or edit it before it becomes hard to distinguish from related tests.

Choose the budget owner

Select Campaign budget (CBO) when Meta should distribute one shared budget, or Ad set budget (ABO) when each ad set needs its own amount. With ABO, the next step owns the budget values.

Choose the objective and acquisition boundary

Select Campaign objective. Review Exclude existing customers when it appears; do not leave it enabled or disabled without confirming whether acquisition or retention is intended.

Choose where the campaign publishes

Under Publish to, confirm the exact ad account and Facebook page. Add the default destination URL and open it to verify the product, offer, and live page.

Review attribution and budget fields

For eligible Meta objectives, review the attribution settings shown by the form. For CBO, enter the daily budget in the selected ad account’s currency; for ABO, continue knowing each ad set will require its own budget.

Choose a lifecycle

Select Save as draft to stop with an editable campaign record. Select Create and build to open the builder and continue with ad sets, audiences, conversion settings, and creative.

The Google Ads path asks for fields appropriate to its selected campaign type. Follow the builder’s visible requirements; do not transfer Meta’s hierarchy, attribution windows, or budget assumptions into Google Ads.

3. Complete the tree

In the builder:

Confirm the campaign summary and status is Draft.
Add or open each ad set or Google ad group required by the plan.
Review audience or targeting, geography, optimization, conversion, schedule, and the budget owner shown for that object.
Add the intended ads and verify creative, copy, destination, and format for every item.
Open Review. Resolve every validation blocker; a ready summary is the publish gate, not a reason to skip human review.
Use Back to edit when the summary, ad-set count, ad count, or destination is wrong.
On publish, review the displayed target state and any confirmation dialog. A confirmed launch opens launch progress; it does not instantly prove every provider object succeeded.

Resume drafts and launches

Select Drafts from Campaigns when work was saved, interrupted, or is already publishing.

Campaigns Drafts drawer showing Meta and Google drafts with Review actions and a publishing campaign with View progress — The Drafts drawer separates editable drafts from work already publishing and provides the correct next action for each state.

Draft state	Next action	What success looks like
Draft / editing	Review	The provider-specific builder opens with the saved campaign.
Publishing	View progress	The launch ledger shows current per-object progress.
Rename or duplicate available	Use the row menu, then re-open the resulting draft	The drawer shows the intended name and a distinct draft record.
Delete	Confirm only after identifying the exact draft	The draft leaves the in-progress list; this does not delete an unrelated live provider campaign.

Use Launch ads to open the launch roster. Read the launch result before retrying. A partial or failed launch needs object-level review; submitting a second launch can create duplicates.

Decision points

If you see…	It means…	Do this
Setting up… or a sync panel	The provider’s first data import is incomplete	Wait for the named source; do not treat an empty table as zero campaigns.
No rows after narrowing filters	The view may be filter-empty	Choose All view, clear search, and broaden status/date before escalating.
Save as draft enabled	The minimum first-stage setup is valid	Save when review inputs are still missing; do not publish to keep momentum.
Review blockers	The campaign tree is incomplete or invalid	Open the named object and fix the blocker before publish.
A confirmation request	The action can affect a connected account	Verify object, old state, new state, budget, schedule, and risk flags before confirming.
Awaiting action	A human decision is required	Review the proposal there and return to Campaigns after the decision.

Completion checklist

The workspace, provider, and provider account are correct.
The campaign, ad-set or ad-group, and ad hierarchy matches the plan.
Names, objective, audience, conversion, creative, destination, budget, currency, and schedule are correct.
Review shows no unresolved validation blocker.
Any required approval was made against the exact proposal.
Launch progress reached a terminal result for every expected object.
Campaigns and the provider show the expected post-launch state.

Troubleshooting

No campaigns appear

Confirm the provider connection, selected account, first-sync state, date, channel, objective, status, saved view, and search. If the source is still importing, wait for the Campaigns sync state rather than interpreting the table as empty.

A known campaign is missing

Choose All view, move to the correct object level, clear search, and include its current provider status. Then compare the provider object with the latest Marketer sync state.

Metrics do not match Analytics

Align date window, account, currency, attribution source, and object level. Campaigns is an object table; Analytics may show a different channel or attribution frame.

Create and build is disabled

Complete the visible required fields. For Meta, confirm the campaign name, objective, budget model and amount where required, ad account, Facebook page, and destination URL.

Publish is blocked

Read every blocker on Review. Check ad-set or ad-group configuration, conversion destination, budget, schedule, creative completeness, and connected-account health. Do not bypass a blocker by recreating the campaign.

A submitted launch is not reflected yet

Open Drafts or Launch ads and use View progress. Also check task activity and Awaiting action. Retry only after the original launch reaches a terminal failure and you understand which objects were created.

Get Started

Essential Guidelines

Working with Marketer

Product Guides

Integrations

Workspace and Admin

Templates and Use Cases

Release Notes

Before you begin

Read the page before you act

Investigate an existing campaign

Save a reusable campaign view