Meta Ads Management Process: Difference between revisions
Created page with "# '''Analysis of the current state:''' '''Actions:''' * Request business details, all initial information and necessary accesses. '''Responsible for:''' PM * Audit the client's ad account and existing campaigns. And audit the website upon client's request to define what on the website is affecting the outcome. '''Responsible for:''' Meta specialist * Identify what can be improved in the account and how existing campaigns can be optimised. '''Responsible for:''' Met..." |
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=== Analysis of the current state: === | |||
'''Actions:''' | '''Actions:''' | ||
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'''Deliverable:''' Obtained access and initial information. | '''Deliverable:''' Obtained access and initial information. | ||
=== Campaign planning:=== | |||
'''Actions:''' | '''Actions:''' | ||
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'''Responsible for:''' Meta specialist | '''Responsible for:''' Meta specialist | ||
=== Preparing for launching and/or optimising campaigns:=== | |||
'''Actions:''' | '''Actions:''' | ||
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'''Deliverable:''' Prepared stuff for launching campaigns. | '''Deliverable:''' Prepared stuff for launching campaigns. | ||
=== Optimizing existing campaigns and launching new ones:=== | |||
'''Actions:''' | '''Actions:''' | ||
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'''Responsible for:''' Meta specialist | '''Responsible for:''' Meta specialist | ||
=== Ongoing monitoring:=== | |||
'''Actions:''' | '''Actions:''' | ||
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'''Deliverable:''' Ongoing optimized campaigns | '''Deliverable:''' Ongoing optimized campaigns | ||
=== Monthly Reporting:=== | |||
'''Actions:''' | '''Actions:''' | ||
Latest revision as of 14:30, 23 May 2025
Analysis of the current state:[edit]
Actions:
- Request business details, all initial information and necessary accesses.
Responsible for: PM
- Audit the client's ad account and existing campaigns. And audit the website upon client's request to define what on the website is affecting the outcome.
Responsible for: Meta specialist
- Identify what can be improved in the account and how existing campaigns can be optimised.
Responsible for: Meta specialist
Deliverable: Obtained access and initial information.
Campaign planning:[edit]
Actions:
- Develop a plan for new campaigns.
- Allocate the budget.
- Identify the stuff needed to launch campaigns.
Deliverable: Campaign plan with the allocated budget and next steps.
Responsible for: Meta specialist
Preparing for launching and/or optimising campaigns:[edit]
Actions:
- Set up and/or test conversion tracking if needed
Responsible for: Meta specialist / PPC specialist / Developer
- Create and configure a catalogue if needed
- Add and configure app if needed
- Set up store locations if needed
- Creating custom and lookalike audiences required for ads
- Create Instant Experiences or Instant Forms if needed
Responsible for: Meta specialist
- Design ad creatives
Responsible for: Meta specialist or designer
- Write ad copy
Responsible for: Copywriter
Deliverable: Prepared stuff for launching campaigns.
Optimizing existing campaigns and launching new ones:[edit]
Actions:
- Launch the initial/new campaigns.
- Optimize existing campaign settings (targeting, bidding, audience segmentation, new banners and copies).
- Conduct A/B testing if needed.
Deliverable: Running campaigns
Responsible for: Meta specialist
Ongoing monitoring:[edit]
Actions:
- Ongoing monitoring and adjusting campaigns for the optimal performance.
- Analyze key campaign metrics (Results and its cost, CPC, CTR, Frequency, Purchases conversion value, ROAS) to optimize results.
- Optimize campaign based on the results.
Responsible for: Meta specialist
- Create new banners / copies / audiences if necessary.
Responsible for: Meta specialist / designer / copywriter
Deliverable: Ongoing optimized campaigns
Monthly Reporting:[edit]
Actions:
- Generate a monthly report.
Responsible for: Analyst
- Provide recommendations on future ad strategies.
Responsible for: Meta specialist
- Deliver final reports to the client with insights and next steps.
Responsible for: PM
Deliverable: Monthly report document sent to the client