Meta Audit Process - Revision history

Dventures at 12:55, 22 May 2025

2025-05-22T12:55:37Z

← Older revision		Revision as of 12:55, 22 May 2025
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	== Meta Business Manager Audit Checklist ==		== Meta Business Manager Audit Checklist ==

	~~=== Access ===~~		# Request and confirm access to the Meta Business Manager and all associated ad accounts, pages, catalogues, apps, and pixel data. Responsible for: PM
	# Request and confirm access to the Meta Business Manager and all associated ad accounts, pages, catalogues, apps, and pixel data.

	~~'''~~Responsible for:~~'''~~ PM

	~~=== Account Setup Review ===~~
	# Check the Business Info and ensure that all business information is completed and that two-factor authentication is enabled for everyone with BM access.		# Check the Business Info and ensure that all business information is completed and that two-factor authentication is enabled for everyone with BM access.
	# Confirm that payment methods are connected correctly and that there are no payment issues.		# Confirm that payment methods are connected correctly and that there are no payment issues.

Dventures at 12:54, 22 May 2025

2025-05-22T12:54:44Z

← Older revision		Revision as of 12:54, 22 May 2025
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	# Check ad settings – all key features should be configured and CTAs should be relevant.		# Check ad settings – all key features should be configured and CTAs should be relevant.
	# Evaluate whether the visuals are high-quality, engaging, and consistent with the brand.		# Evaluate whether the visuals are high-quality, engaging, and consistent with the brand.
	# Analyse ad copy for clarity, persuasiveness, and a clear call to action.		# Analyse ad copy for clarity, persuasiveness, and a clear call to action. Responsible for auditing: Meta specialist
	Responsible for auditing: Meta specialist		# Create a document with audit findings and recommendations using a standard template. Responsible for: Meta specialist
	# Create a document with audit findings and recommendations using a standard template.		# Send the completed document to the responsible person for final review. Responsible for reviewing: PM
	Responsible for: Meta specialist		# Send the deliverables to the client. Responsible for delivering: PM
	# Send the completed document to the responsible person for final review.
	Responsible for reviewing: PM
	# Send the deliverables to the client.
	Responsible for delivering: PM

	=== Deliverable ===		=== Deliverable ===

Dventures at 12:54, 22 May 2025

2025-05-22T12:54:23Z

← Older revision		Revision as of 12:54, 22 May 2025
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	# Evaluate whether the visuals are high-quality, engaging, and consistent with the brand.		# Evaluate whether the visuals are high-quality, engaging, and consistent with the brand.
	# Analyse ad copy for clarity, persuasiveness, and a clear call to action.		# Analyse ad copy for clarity, persuasiveness, and a clear call to action.
			Responsible for auditing: Meta specialist
	~~'''~~Responsible for auditing:~~'''~~ Meta specialist

	~~=== Audit Reporting ===~~
	# Create a document with audit findings and recommendations using a standard template.		# Create a document with audit findings and recommendations using a standard template.
			Responsible for: Meta specialist
	~~'''~~Responsible for:~~'''~~ Meta specialist

	# Send the completed document to the responsible person for final review.		# Send the completed document to the responsible person for final review.
			Responsible for reviewing: PM
	~~'''~~Responsible for reviewing:~~'''~~ PM

	# Send the deliverables to the client.		# Send the deliverables to the client.
			Responsible for delivering: PM
	~~'''~~Responsible for delivering:~~'''~~ PM

	=== Deliverable ===		=== Deliverable ===

Dventures at 12:51, 22 May 2025

2025-05-22T12:51:52Z

← Older revision		Revision as of 12:51, 22 May 2025
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	# Check the catalogue for errors and ensure the connected pixel is tracking conversions.		# Check the catalogue for errors and ensure the connected pixel is tracking conversions.
	# Check the app for errors and ensure the connected pixel is tracking conversions.		# Check the app for errors and ensure the connected pixel is tracking conversions.
	# Review key ad metrics at the campaign, ad set, and ad levels. Compare with previous period and last year.		# Review key ad metrics at the campaign, ad set, and ad levels. Compare with previous period and last year. KPIs: Reach, Impressions, CPM, CTR, Clicks, CPC, Results, CPA, ROAS, Quality Ranking, Conversion Rate Ranking.
	* KPIs: Reach, Impressions, CPM, CTR, Clicks, CPC, Results, CPA, ROAS, Quality Ranking, Conversion Rate Ranking.
	# Go to Reports and create an audience report to identify the real audience that performed the goal action. Compare this to the target audience settings.		# Go to Reports and create an audience report to identify the real audience that performed the goal action. Compare this to the target audience settings.
	# Check campaign structure and budget strategy.		# Check campaign structure and budget strategy.

Dventures: Created page with "== Meta Business Manager Audit Checklist == === Access === # Request and confirm access to the Meta Business Manager and all associated ad accounts, pages, catalogues, apps, and pixel data. '''Responsible for:''' PM === Account Setup Review === # Check the Business Info and ensure that all business information is completed and that two-factor authentication is enabled for everyone with BM access. # Confirm that payment methods are connected correctly and that there ar..."

2025-05-22T12:26:16Z

Created page with "== Meta Business Manager Audit Checklist == === Access === # Request and confirm access to the Meta Business Manager and all associated ad accounts, pages, catalogues, apps, and pixel data. '''Responsible for:''' PM === Account Setup Review === # Check the Business Info and ensure that all business information is completed and that two-factor authentication is enabled for everyone with BM access. # Confirm that payment methods are connected correctly and that there ar..."

New page

== Meta Business Manager Audit Checklist ==

=== Access ===
# Request and confirm access to the Meta Business Manager and all associated ad accounts, pages, catalogues, apps, and pixel data.

'''Responsible for:''' PM

=== Account Setup Review ===
# Check the Business Info and ensure that all business information is completed and that two-factor authentication is enabled for everyone with BM access.
# Confirm that payment methods are connected correctly and that there are no payment issues.
# Ensure that the ad account is connected to the client's Facebook page and Instagram account. Linked social media accounts should have branded usernames, brand-appropriate logos, and complete business information.
# Check the ad account for errors and limitations, as well as Meta's recommendations for improving the strategy in the Account Overview section.
# In the Advertising Settings, make sure that audience segments and default beneficiary/payer are configured, and that the active Pixel is connected.
# Check Pixel for issues and correct event tracking.
# Check the catalogue for errors and ensure the connected pixel is tracking conversions.
# Check the app for errors and ensure the connected pixel is tracking conversions.
# Review key ad metrics at the campaign, ad set, and ad levels. Compare with previous period and last year.
* KPIs: Reach, Impressions, CPM, CTR, Clicks, CPC, Results, CPA, ROAS, Quality Ranking, Conversion Rate Ranking.
# Go to Reports and create an audience report to identify the real audience that performed the goal action. Compare this to the target audience settings.
# Check campaign structure and budget strategy.
# Check the settings of ad sets to ensure optimization events align with campaign goals.
# Check ad settings – all key features should be configured and CTAs should be relevant.
# Evaluate whether the visuals are high-quality, engaging, and consistent with the brand.
# Analyse ad copy for clarity, persuasiveness, and a clear call to action.

'''Responsible for auditing:''' Meta specialist

=== Audit Reporting ===
# Create a document with audit findings and recommendations using a standard template.

'''Responsible for:''' Meta specialist

# Send the completed document to the responsible person for final review.

'''Responsible for reviewing:''' PM

# Send the deliverables to the client.

'''Responsible for delivering:''' PM

=== Deliverable ===
[https://docs.google.com/document/d/1NTmVH-ZXfVIGa6CPTK5nD0h0gJ1s7nxlKOPBNlCrbaI/edit?usp=sharing Meta Audit report] (Google Doc or PDF) containing:
* Results of current advertising analysis
* Mistakes affecting performance and how to fix them
* Ways to improve ad performance