DIGITAL SOP 069: How to organize your Facebook Ad Account

Last Updated / Reviewed: March 25th, 2024

Execution Time: ~30 min – 2h

Goal: To design a complete blueprint of how your Facebook Ad Account will look like.

Ideal Outcome: You have a blueprint ready to implement on Facebook Ads Manager.

Prerequisites or requirements: If you haven’t set up your first campaign in that account yet, you should already have identified which business goals you want to achieve with Facebook Ads, which campaign objectives are suitable for you, and have a general idea of the audiences you’ll be targeting and which ads you’ll be showing them.

Why this is important: To scale and optimize your Facebook Ads campaigns you need to have a proper structure in place. If your account is disorganized, reporting and optimizing it will be a challenge, your teammates will not understand it and your campaign’s performance will suffer.

Where this is done: A piece of paper is fine. But we have provided you with both a visual template if you want to impress your clients or teammates, or a spreadsheet so you can update it in the future.

When this is done: Every time you’re starting a new Facebook Ads campaign. Or periodically (every 3 months) to make sure you’re following the structure.

Who does this: The person responsible for CRO or Paid Advertising.