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Campaign Set Up

A group of four people sit at a desk. At the head of the desk is a desktop computer displaying a series of graphics.

Once you’ve got your creatives designed, reviewed, and finalized, it’s time to set up your campaign. Let's dive into the steps you’ll need to take to build your campaign on Facebook or Instagram.

Step 1: Creating an Ad Account

  1. Create an account using Facebook Business Manager. This ensures that it will be a business ad account and not your personal ad account, which Meta creates by default.
  2. A verified payment method is required. To start, this is usually a credit card, PayPal account, or direct connection to a bank account.
  3. When creating an account, you will select the account time zone and currency for payments. These are two fields that cannot be changed once selected, so choose wisely. If you want to change your payment currency in the future, you will need to create a new account to do so. In addition, whichever currency you choose is what will show within the platform when you are reviewing campaign spending and budgets.
  4. You must have a Facebook page and be an admin or advertiser of the page in order to run ads. If you do not have a Facebook page for your business, you can follow Facebook’s steps to set one up. Any page you create will be automatically given an ad account. Even if you only want to advertise on Instagram, a Facebook page is still required to access Ads Manager.
  5. If there is a Facebook page you wish to advertise for that was created by someone else, you need to ask the page admin to add you as an admin or advertiser for the page.
  6. Note that for first-time accounts there is a daily ad spend limit of $250 USD (or your country’s equivalent). You must spend to this level and Facebook must be able to successfully charge payments to your credit card before the spend limit can be lifted. The spend limit will increase in increments as Facebook determines your account is in good standing. If you are launching a campaign for the first time, make sure to take these limits into account. You can also submit a request to Meta to increase your daily spend limit, but it is subject to their approval and can sometimes take a week or more for them to initiate the change.

Step 2: Creating Ad Mock-ups in Creative Hub

Before setting up your campaign, we advise creating ad mockups using Facebook’s Creative Hub platform. Here’s a demonstration.

Step 3: Setting up Your Ad Campaign

With your campaign plan complete and creatives finalized, you’re ready to set up your campaign on Facebook Ads Manager. Check out the demonstration below for a to see an example campaign put together step by step.

Once the campaign is all set up, you can select “Publish” in the upper right corner! The ads will go through a review process by Meta, which can take a few minutes to hours to days.


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Explore the Playbook

Previous chapter: Putting the Plan into Action

Dive into the steps you’ll need to take to build your campaign on Facebook or Instagram using Facebook’s Creative Hub and Ads Manager platforms.

Read chapter 2
Next chapter: Monitoring the Campaign

Learn CARE’s tips on monitoring campaign performance to maximize effectiveness and measure impact.

Read chapter 4