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SOP-069

How to structure your Meta Ads Account

Design a complete blueprint of how your Facebook Ad Account will look like that will allow you to scale and optimize your Facebook Ads campaigns moving forward

Facebook Ads Paid

Type SOPs · PDF

Execution time 30 minutes

Last updated 10 April 2025

Who does this The person responsible for CRO or Paid Advertising

Length 7 pages

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Details

Reference: SOP-069
Section: SOPs
Format: PDF
Tagged: Tags Paid
Platform Facebook Ads

Goal

To design a complete blueprint of how your Meta Ad Account will look like

Ideal outcome

You have a blueprint ready to implement on Meta Ads Manager

Why it matters

To effectively scale and optimize your Meta Ads campaigns, it's essential to have a clear and organized account structure. A disorganized account makes reporting and optimisation difficult, creates confusion for team members, and ultimately impacts campaign performance

Before you start

You need to have a Meta Ads account. If you don’t have one yet, you can follow SOP 010 (web version)

Key steps 9 steps

1 Open and make a copy of the Meta Ads Structure template - Template 023: Meta Ads Campaign Planner (web version)
2 (Optional) If you want to better convey your new structure to clients, your teammates, or employees, open, copy, and edit the following template - Template 024: Meta Ad Account Structure (web version)
3 (Optional) When you’re just getting started, pencil and paper work just fine to draft your rough structure.
4 Go through the following questions while updating your templates or draft to reflect your decisions.
5 Create at least one campaign for each business objective (e.g: Campaign #1 - Lead Generation; Campaign #2 - Website Conversions - Sales)
6 Split up different audience targeting groups into different Ad Sets based on:
7 Add the ads that you want to be displayed to that specific audience (defined at the Ad Set level).
8 (Optional but recommended) If you want to test different ads, add multiple ads to your Ad Sets.
9 That’s it! Keep iterating through this SOP until you find the perfect structure for you, and refer back to it frequently to make sure you stick to it.

What is inside 15 headings

1 Environment set up 3

Open and make a copy of the Meta Ads Structure template - Template 023: Meta Ads Campaign Planner (web version)
(Optional) If you want to better convey your new structure to clients, your teammates, or employees, open, copy, and edit the following template - Template 024: Meta Ad Account Structure (web version)
(Optional) When you’re just getting started, pencil and paper work just fine to draft your rough structure.

2 Design your structure

3 Account level 1

Go through the following questions while updating your templates or draft to reflect your decisions.

4 Campaign level 1

Create at least one campaign for each business objective (e.g: Campaign #1 - Lead Generation; Campaign #2 - Website Conversions - Sales)

5 Ad Set level 1

Split up different audience targeting groups into different Ad Sets based on:

6 Ad level 3

Add the ads that you want to be displayed to that specific audience (defined at the Ad Set level).
(Optional but recommended) If you want to test different ads, add multiple ads to your Ad Sets.
That’s it! Keep iterating through this SOP until you find the perfect structure for you, and refer back to it frequently to make sure you stick to it.

The document 7 pages

The file is locked

It comes with the SOP Library.