{"slug":"sop-069-how-to-structure-your-meta-ads-account","title":"How to structure your Meta Ads Account","tags":["source:clickminded","type:sop","server:clickminded-sop","structure","meta","ads","account"],"agent_summary":"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","trigger_phrases":["how to structure your meta ads account"],"runnable":false,"markdown":"\r\nSOP 069: How to structure your Meta Ads Account\r\n\r\nDesign 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.\r\n\r\n__Last Updated / Reviewed:__ 04/10/2025\r\n\r\n__Execution Time:__ 30 minutes\r\n\r\n__🚀 Goal:__ To design a complete blueprint of how your Meta Ad Account will look like. \r\n\r\n__🤞 Ideal Outcome:__ You have a blueprint ready to implement on Meta Ads Manager. \r\n\r\n__🤔 Why this is important:__ 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.\r\n\r\n__🧐 Where this is done__ A piece of paper is fine. But we have provided you with both a visual template (if you want to impress your clients or teammates) or a spreadsheet so you can update it in the future. \r\n\r\n__🗓️ When this is done:__ Every time you’re starting a new Meta Ads campaign. Or periodically (every 3 months) to make sure you’re following the structure.\r\n\r\n__👨 Who does this:__ The person responsible for CRO or Paid Advertising.\r\n\r\n__⚠️Prerequisites or requirements: __You need to have a Meta Ads account. If you don’t have one yet, you can follow SOP 010 ([web version](https://members.clickminded.com/sop/010/)). \r\n\r\n[__Click here to get the most up-to-date version of this SOP__](https://members.clickminded.com/sop/069)\r\n\r\n## Environment set up\r\n\r\n### 01▸ Open and make a copy of the Meta Ads Structure template - Template 023: Meta Ads Campaign Planner ([web version](https://members.clickminded.com/template/023/))\r\n\r\n### 02▸ (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](https://members.clickminded.com/template/024/))\r\n\r\n### 03▸ (Optional) When you’re just getting started, pencil and paper work just fine to draft your rough structure.\r\n\r\n## Design your structure\r\n\r\n## Account level\r\n\r\n\r\n### 01▸ Go through the following questions while updating your templates or draft to reflect your decisions.\r\n\r\n__Are you an agency/freelancer working on Meta Ad campaigns for your clients?__\r\n\r\nIf yes\r\n\r\n- Use your client’s Meta Ad Account; do not create his campaigns inside your (or the agency’s) Meta Ad Account.\r\n- Ask your client to give you access to their Ad Account by sending them to SOP 062: Grant Access to Facebook/Meta Business Manager ([web version](https://members.clickminded.com/sop/062/)).\r\n\r\nIf not\r\n\r\n- Move on to the next question.\r\n\r\n__Does the business you’re creating campaigns for own multiple distinct brands (e.g. a Jewelry Brand on www.parisian-handmade-jewelry.com and a Car Accessories Brand on www.joes-auto-garage.com)?__\r\n\r\nIf yes\r\n\r\n- Create an Ad Account for each from inside Business Manager.\r\n\r\n__Remember:__ There is a 5 Ad Account limit per Business Manager, depending on ad spend you might be able to request additional accounts if needed. If you’re just starting, the number of Ad Accounts available to you might be limited.\r\n\r\nIf not\r\n\r\n- Keep all your campaigns inside a single account.\r\n\r\n## Campaign level\r\n\r\n____\r\n\r\n### 01▸ Create at least one campaign for each business objective (e.g: Campaign \\#1 - Lead Generation;  Campaign \\#2 - Website Conversions - Sales)\r\n\r\n__Note:__ If you don’t know which Meta Ad campaign objective to pick, SOP 070: How to select your Meta Ads Campaign Objective ([web version](https://members.clickminded.com/sop/070/))\r\n\r\n__Optional__: If you have more than 10 Ad Sets with significantly different audiences, create a new campaign for them:\r\n\r\n \r\n\r\n## Ad Set level\r\n\r\n__Note:__ This step is optional but recommended, doing it allows you to more easily analyze these different groups, and gives you easier control over those Ad Sets as a whole allowing you to define budget caps for them all at once, pause or resume all of them at the campaign level, or enable “Campaign Budget Optimization” for those Ad Sets only.\r\n\r\n### 01▸ Split up different audience targeting groups into different Ad Sets based on:\r\n\r\n- Do you want to serve a specific audience a specific Ad? If so, create a specific Ad Set for each.\r\n\t- E.g.: “If the user is in France, I want my ad to feature the Eiffel tower.” Ad Set \\#1 - France - Interest \\#1 (Eiffel Tower Ads); Ad Set \\#2 - United States - Interest \\#1 - (Other Ads)\r\n- Do you want to be able to understand which Interest / Demographic / Custom Audience / Lookalike Audience converts better by seeing a breakdown of each? If so, create a specific Ad Set for each.\r\n\t- E.g: “I wonder which audience is better: ‘Eiffel Tower’ or ‘Gustave Eiffel’.” Ad Set \\#1 - Eiffel Tower; Ad Set \\#2 - Gustave Eiffel\r\n\r\n__Exception:__ Age & Gender, Country & Region, Platform, Placement, and Device can be analyzed using Meta Ad Manager’s default breakdown filter. There is no need to separate Ad Sets based on these properties for reporting purposes.\r\n\r\n__Keep in mind__: If you selected a ‘Conversion’ objective, you should make sure you have enough budget allocated to each Ad Set in order to achieve the 50 conversions / week required for your Ads to complete the ‘Learning Phase’. (assuming the “7 day click / 1 day view”, conversion window)\r\n\r\n- If you're not interested in the previous use cases, the benefits of splitting your Ad Set might be offset by the fact that their performance might not be optimal.\r\n\r\n## Ad level\r\n\r\n### 01▸ Add the ads that you want to be displayed to that specific audience (defined at the Ad Set level).\r\n\r\n\r\n### 02▸ (Optional but recommended) If you want to test different ads, add multiple ads to your Ad Sets.\r\n\r\nTest one hypothesis at a time with each ad; this way, you will know what it is that makes that Ad perform better than the other. E.g, If you sell Parisian handbags and you’re wondering what makes people buy—if it’s the price or the fact that they are handmade. You could try:\r\n\r\n- Headline \\#A - “A $499 Parisian handbag for $59 - Check it out”\r\n- Headline \\#B - “Handmade Parisian handbag built with love <3 - Check it out”\r\n\r\nEverything else (Image, Description, News Feed Description, etc) would stay the same This way, if Headline \\#A performs better, you can try starting from the fact that they are price sensitive and test something else on your next Ad (e.g: your image) while keeping all the other elements constant.\r\n\r\n\r\n### 03▸ 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.","html":"<p>SOP 069: How to structure your Meta Ads Account</p>\n<p>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.</p>\n<p><strong>Last Updated / Reviewed:</strong> 04/10/2025</p>\n<p><strong>Execution Time:</strong> 30 minutes</p>\n<p><strong>🚀 Goal:</strong> To design a complete blueprint of how your Meta Ad Account will look like.</p>\n<p><strong>🤞 Ideal Outcome:</strong> You have a blueprint ready to implement on Meta Ads Manager.</p>\n<p><strong>🤔 Why this is important:</strong> 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.</p>\n<p><strong>🧐 Where this is done</strong> A piece of paper is fine. But we have provided you with both a visual template (if you want to impress your clients or teammates) or a spreadsheet so you can update it in the future.</p>\n<p><strong>🗓️ When this is done:</strong> Every time you’re starting a new Meta Ads campaign. Or periodically (every 3 months) to make sure you’re following the structure.</p>\n<p><strong>👨 Who does this:</strong> The person responsible for CRO or Paid Advertising.</p>\n<p>__⚠️Prerequisites or requirements: __You need to have a Meta Ads account. If you don’t have one yet, you can follow SOP 010 (<a href=\"https://members.clickminded.com/sop/010/\">web version</a>).</p>\n<p><a href=\"https://members.clickminded.com/sop/069\"><strong>Click here to get the most up-to-date version of this SOP</strong></a></p>\n<h2>Environment set up</h2>\n<h3>01▸ Open and make a copy of the Meta Ads Structure template - Template 023: Meta Ads Campaign Planner (<a href=\"https://members.clickminded.com/template/023/\">web version</a>)</h3>\n<h3>02▸ (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 (<a href=\"https://members.clickminded.com/template/024/\">web version</a>)</h3>\n<h3>03▸ (Optional) When you’re just getting started, pencil and paper work just fine to draft your rough structure.</h3>\n<h2>Design your structure</h2>\n<h2>Account level</h2>\n<h3>01▸ Go through the following questions while updating your templates or draft to reflect your decisions.</h3>\n<p><strong>Are you an agency/freelancer working on Meta Ad campaigns for your clients?</strong></p>\n<p>If yes</p>\n<ul>\n<li>Use your client’s Meta Ad Account; do not create his campaigns inside your (or the agency’s) Meta Ad Account.</li>\n<li>Ask your client to give you access to their Ad Account by sending them to SOP 062: Grant Access to Facebook/Meta Business Manager (<a href=\"https://members.clickminded.com/sop/062/\">web version</a>).</li>\n</ul>\n<p>If not</p>\n<ul>\n<li>Move on to the next question.</li>\n</ul>\n<p><strong>Does the business you’re creating campaigns for own multiple distinct brands (e.g. a Jewelry Brand on www.parisian-handmade-jewelry.com and a Car Accessories Brand on www.joes-auto-garage.com)?</strong></p>\n<p>If yes</p>\n<ul>\n<li>Create an Ad Account for each from inside Business Manager.</li>\n</ul>\n<p><strong>Remember:</strong> There is a 5 Ad Account limit per Business Manager, depending on ad spend you might be able to request additional accounts if needed. If you’re just starting, the number of Ad Accounts available to you might be limited.</p>\n<p>If not</p>\n<ul>\n<li>Keep all your campaigns inside a single account.</li>\n</ul>\n<h2>Campaign level</h2>\n<hr>\n<h3>01▸ Create at least one campaign for each business objective (e.g: Campaign #1 - Lead Generation;  Campaign #2 - Website Conversions - Sales)</h3>\n<p><strong>Note:</strong> If you don’t know which Meta Ad campaign objective to pick, SOP 070: How to select your Meta Ads Campaign Objective (<a href=\"https://members.clickminded.com/sop/070/\">web version</a>)</p>\n<p><strong>Optional</strong>: If you have more than 10 Ad Sets with significantly different audiences, create a new campaign for them:</p>\n<h2>Ad Set level</h2>\n<p><strong>Note:</strong> This step is optional but recommended, doing it allows you to more easily analyze these different groups, and gives you easier control over those Ad Sets as a whole allowing you to define budget caps for them all at once, pause or resume all of them at the campaign level, or enable “Campaign Budget Optimization” for those Ad Sets only.</p>\n<h3>01▸ Split up different audience targeting groups into different Ad Sets based on:</h3>\n<ul>\n<li>Do you want to serve a specific audience a specific Ad? If so, create a specific Ad Set for each.\n<ul>\n<li>E.g.: “If the user is in France, I want my ad to feature the Eiffel tower.” Ad Set #1 - France - Interest #1 (Eiffel Tower Ads); Ad Set #2 - United States - Interest #1 - (Other Ads)</li>\n</ul>\n</li>\n<li>Do you want to be able to understand which Interest / Demographic / Custom Audience / Lookalike Audience converts better by seeing a breakdown of each? If so, create a specific Ad Set for each.\n<ul>\n<li>E.g: “I wonder which audience is better: ‘Eiffel Tower’ or ‘Gustave Eiffel’.” Ad Set #1 - Eiffel Tower; Ad Set #2 - Gustave Eiffel</li>\n</ul>\n</li>\n</ul>\n<p><strong>Exception:</strong> Age &#x26; Gender, Country &#x26; Region, Platform, Placement, and Device can be analyzed using Meta Ad Manager’s default breakdown filter. There is no need to separate Ad Sets based on these properties for reporting purposes.</p>\n<p><strong>Keep in mind</strong>: If you selected a ‘Conversion’ objective, you should make sure you have enough budget allocated to each Ad Set in order to achieve the 50 conversions / week required for your Ads to complete the ‘Learning Phase’. (assuming the “7 day click / 1 day view”, conversion window)</p>\n<ul>\n<li>If you're not interested in the previous use cases, the benefits of splitting your Ad Set might be offset by the fact that their performance might not be optimal.</li>\n</ul>\n<h2>Ad level</h2>\n<h3>01▸ Add the ads that you want to be displayed to that specific audience (defined at the Ad Set level).</h3>\n<h3>02▸ (Optional but recommended) If you want to test different ads, add multiple ads to your Ad Sets.</h3>\n<p>Test one hypothesis at a time with each ad; this way, you will know what it is that makes that Ad perform better than the other. E.g, If you sell Parisian handbags and you’re wondering what makes people buy—if it’s the price or the fact that they are handmade. You could try:</p>\n<ul>\n<li>Headline #A - “A $499 Parisian handbag for $59 - Check it out”</li>\n<li>Headline #B - “Handmade Parisian handbag built with love &#x3C;3 - Check it out”</li>\n</ul>\n<p>Everything else (Image, Description, News Feed Description, etc) would stay the same This way, if Headline #A performs better, you can try starting from the fact that they are price sensitive and test something else on your next Ad (e.g: your image) while keeping all the other elements constant.</p>\n<h3>03▸ 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.</h3>\n"}