Before you begin
- Connect the intended Meta or Google Ads account and let its first sync finish.
- Use a workspace role that permits the intended create or change action.
- Know the objective, product or destination, audience, budget boundary, creative, schedule, and approval owner.
- Do not substitute a different connected account when the intended provider resource is unavailable.

Campaigns keeps scope controls, object levels, lifecycle work, and the current data table together.
Choose the lifecycle state
Use the table as scope, not explanation
1
Reset the view
Choose All view, then set date, objective, channel, status, search, and the intended campaign, child, or ad level.
2
Identify the exact object
Confirm provider, account, object grain, name, and parent-child relationship before reading metrics or using a control.
3
Inspect the owning detail
Read spend and the primary result, then open the campaign, child, or ad. Move to Analytics for cross-channel or attribution-aware diagnosis.
4
Capture and verify changes
Record the old and proposed state before an external-account action. Confirm the outcome in Campaigns and the provider.
Go deeper
Inspect and manage
Use object levels, Meta live controls, provider locks, and safe bulk actions.
Build a Meta campaign
Configure CBO/ABO ownership, ad sets, ads, review, and provider verification.
Build a Google Ads campaign
Choose a compatible objective and type, complete the builder, and verify the intended live or paused result.
Drafts and launches
Resume the correct record and recover from partial publication without duplicates.
Important boundaries
- Changing the object-level tab changes the grain of every row.
- A saved view stores scope, not a metric snapshot or conclusion.
- Meta campaign objectives are immutable after creation, and some live fields lock after publication or delivery.
- Google shows only campaign types compatible with the selected objective. Native Video campaigns are created in Google Ads; Demand Gen is Marketer’s API-supported YouTube route.
- Google review exposes Publish live immediately. The final action states Approve & Create (LIVE) or Approve & Create (PAUSED); LIVE can start spending, so confirm the displayed target status instead of assuming a safe default.
- A Marketer success message is not final proof that every provider object succeeded.
Completion check
- Workspace, provider, account, currency, and object hierarchy are correct.
- Objective, audience, conversion, budget owner and amount, creative, destination, and schedule match the plan.
- Review has no unresolved blocker.
- Any required proposal was decided against the exact object and effect.
- Every expected launch object reached a terminal state.
- Campaigns and the provider show the intended post-launch status.
If a campaign is missing or stuck
Choose All view, restore the correct level, clear search and filters, include the provider status, and inspect the source sync. For a submitted launch, open View progress before retrying. When some provider objects already exist, inventory them and repair only the failed part.Next step
Explain performance
Establish the evidence before changing delivery.
Review a pending decision
Confirm old state, new state, scope, budget, and risk.