A detailed FB & IG Ads checklist helps ensure your online store's ads are optimized for maximum reach, targeting the right audience, and driving higher engagement and conversions across all product promotions.
Why is a Facebook Profile important?
Your Facebook business profile serves as the foundation for all your advertising efforts. It establishes credibility, allows customer interactions, and is required to create ads. Ensure your profile is complete with contact info, business description, and profile/cover photos.
About Facebook Pixel
The Facebook Pixel tracks visitor actions on your website, allowing you to measure ad effectiveness and build retargeting audiences. It's essential for conversion tracking, optimization, and remarketing campaigns. Install the base code on all pages and set up event tracking for key actions like purchases.
About Conversions API
Conversions API provides server-side tracking to complement your Pixel data. It helps maintain tracking accuracy as browser restrictions increase. Particularly valuable for tracking high-value events like purchases. Works alongside Pixel to provide more complete data when cookies are blocked.
Choosing the Right Objective
Your campaign objective should match your business goal. For ecommerce, 'Conversions' is typically best for driving purchases. 'Traffic' can be used for top-of-funnel awareness. 'Catalog Sales' is ideal for product-based businesses. The objective determines how Facebook optimizes your campaign delivery.
Auction vs. Reservation
Auction is recommended for most ecommerce campaigns as it allows for real-time bidding and optimization. Reservation (Reach and Frequency) is better for guaranteed impressions at specific times, typically used for brand awareness campaigns with fixed budgets.
Campaign Score Importance
Facebook's campaign score evaluates your setup against best practices. Higher scores typically correlate with better performance. Review recommendations like adding more creatives, expanding audiences, or adjusting budgets. Implement relevant suggestions to improve your campaign's potential performance.
Naming Best Practices
Use a consistent naming convention that includes campaign purpose, date, and key details. Example: "Conversion_SummerSale_Product_202406". This helps with organization and reporting when managing multiple campaigns. Include enough detail to identify the campaign at a glance.
Special Ad Categories
If your business falls under special categories (credit, employment, housing, social issues, elections, or politics), you must declare this. These categories have additional restrictions and requirements. Failure to properly categorize may result in ad disapproval or account restrictions.
Budget Strategy
Daily budgets provide consistent spending, while lifetime budgets are for fixed campaign durations. For testing, start with modest budgets ($20-$50/day). Scale successful campaigns gradually. Consider setting budgets at the ad set level for more control. Ensure your budget aligns with your target CPA and conversion volume goals.
A/B Testing Benefits
A/B tests (split tests) allow you to compare different versions of ads, audiences, or placements to determine what works best. Test one variable at a time (e.g., creatives, audiences, or placements). Run tests until you reach statistical significance (typically 1-2 weeks). Use results to optimize your campaigns.
Naming Convention
Use a clear naming system that includes targeting method and audience details. Example: "LAL_30D_Purchasers_US_18-35". This helps identify performing ad sets quickly in reports. Include audience type, location, and any special parameters in the name.
Conversion Location
Specify where conversions will occur - typically your website. For app-based businesses, select your app. This ensures Facebook optimizes for the right conversion events. If you have both website and app conversions, consider separate ad sets for each conversion location.
Performance Goals
Performance goals help Facebook optimize delivery. For conversions campaigns, select the specific conversion event you want to optimize for (e.g., purchases). For traffic campaigns, choose between link clicks or landing page views. Align this with your campaign objective for best results.
Page Selection
Your selected Page will be associated with the ads and visible to users. Choose an active, well-maintained Page that represents your brand. Ensure the Page has complete information and positive engagement. Users can click through to your Page, so its quality affects ad credibility.
Dynamic Creative Benefits
Dynamic Creative automatically tests different combinations of your creatives (images/videos, headlines, descriptions) to find the best performers. Provide multiple options for each element. Facebook will mix and match them, then optimize delivery toward the best combinations. Great for testing without creating multiple separate ads.
Budget and Scheduling Strategy
Set budgets at the ad set level for better control. For new campaigns, consider starting with a 7-day schedule to allow for optimization. Use ad scheduling if you know specific times perform better. Set end dates for time-sensitive promotions. Monitor and adjust budgets based on performance data.
Audience Targeting Options
Advantage+ audiences allow Facebook to expand targeting automatically based on performance. Custom audiences let you target specific groups like website visitors, email lists, or lookalikes. For ecommerce, start with lookalike audiences based on past purchasers. Test different audience sizes and segments to find the best performers.
Placement Options
Advantage+ placements allow Facebook to automatically show your ads across all eligible placements (Feed, Stories, Reels, etc.). Manual placements let you choose specific locations. For testing, start with Advantage+ to identify best-performing placements, then potentially optimize with manual placements later.
Ad Naming Convention
Use descriptive names that include creative type and variant. Example: "Video_SummerSale_30s_CTA1". This helps identify top performers in reports. Include enough detail to distinguish between similar ads while keeping it concise for easy scanning in the ads manager.
Page and Account Selection
Choose the Facebook Page and Instagram account that will be associated with your ads. Ensure they're properly connected in Business Manager. The selected accounts should be active, with complete profiles and consistent branding. This affects ad credibility and user perception.
Ad Format Selection
Video ads typically outperform images for engagement. Carousels work well for showcasing multiple products. Collections are ideal for mobile shopping experiences. Test different formats to see what resonates with your audience. Match the format to your campaign objective - simple conversions vs. product discovery.
Creative Best Practices
Use high-quality visuals that showcase your product. For video, capture attention in the first 3 seconds. Include your logo and brand colors for recognition. Follow Facebook's creative specs for each placement. Test multiple creatives to identify what resonates best with your audience. Refresh creatives regularly to avoid ad fatigue.
Ad Copy Best Practices
Primary text should address pain points and include a strong value proposition. Headlines should be benefit-focused and concise. Descriptions provide additional context. Include a clear CTA (Shop Now, Learn More, etc.). Test different messaging approaches. Keep mobile users in mind - shorter often performs better.
CTA Selection
Choose a CTA that matches your campaign objective. 'Shop Now' for conversions, 'Learn More' for consideration. Ensure your Pixel is properly connected to track results. The right CTA can significantly impact conversion rates. Test different CTAs to see which drives the most desired actions.
Preview Importance
Previewing ensures your ads appear correctly across all placements (Feed, Stories, Reels, etc.). Check for text truncation, image cropping, or formatting issues. Verify that all links and CTAs work properly. This step prevents costly mistakes and ensures consistent branding across placements.
Final Checklist
Double-check budgets, schedules, targeting, and creatives. Verify tracking is properly set up. Ensure all ad components comply with Facebook's policies. Confirm payment method is active. A thorough review prevents costly mistakes and ensures your campaign launches as intended.
Policy Compliance
Ensure your ads comply with Meta's Advertising Standards regarding prohibited content, restricted content, and community standards. Common issues include excessive text in images, misleading claims, or prohibited products. Non-compliant ads may be rejected or your account could face restrictions.
Cost Monitoring
Track your overall spend and cost per result. Compare against your target CPA/ROAS. Look for trends - increasing costs may indicate audience saturation or increased competition. Analyze cost fluctuations in context with other metrics to determine if they're problematic or normal variations.
Conversion Tracking
Monitor purchase volume and trends over time. Look for patterns related to day of week, time of day, or specific ads/audiences. Ensure your conversion tracking is working properly. Compare conversion rates between different audience segments, placements, and creatives to identify top performers.
Efficiency Metric
Cost per conversion measures how efficiently you're acquiring customers. Compare against your target CPA. Look for trends - increasing CPL may indicate audience fatigue or increased competition. Analyze by audience segment, placement, and creative to identify optimization opportunities.
Engagement Indicator
Click-through rate measures how compelling your ads are. Benchmark against industry averages (typically 1-2% for conversion campaigns). Low CTR may indicate poor targeting or unappealing creatives. High CTR with low conversions may suggest misleading ads. Analyze by placement as CTR varies significantly across placements.
Performance Benchmark
Conversion rate measures how effectively you turn clicks into customers. Analyze trends over time. Compare rates between different audience segments, placements, and creatives. Low conversion rates may indicate audience mismatch, poor landing page experience, or misleading ads. Use this metric to identify your highest performing elements.
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