Meta Campaign Setup Guide — CIB Lead Magnet

Step-by-step for setting up the Meta ad campaign. Specific to this campaign — CIB opt-in → The Build funnel.

Before starting, you need:

• Facebook personal account
• Access to your Facebook page
• Ad copy from wip/ad-creative-cib-batch-001.md
• Ad images from wip/ad-images/ (individual HTML files, screenshot at full size)
• Live opt-in page: thepracticebuilders.ai/cib

Step 1: Confirm Business Manager Access

1. Go to business.facebook.com
2. If no account exists → Create Account → "Creating Your Plan" → your business email → fill details
3. If you have one → confirm your Facebook page appears under Pages in the left sidebar

Step 2: Confirm Ad Account + Payment

1. In Business Manager → gear icon (Settings) → Ad Accounts (left menu)
2. If an ad account exists → note the name
3. If not → Add → Create new → "Practice Builders Ads" → Eastern timezone → USD → Create
4. Go to Payment Settings → add a credit card

Step 3: Find Your Meta Pixel

The pixel tracks what happens on your website after someone clicks an ad.

1. Go to business.facebook.com
2. Click hamburger menu (☰) top left
3. Under "Data Sources" click Pixels (may say "Datasets")
4. If you have a pixel → click it → note the Pixel ID (long number)
5. If not → click Add → name it "Practice Builders Pixel"

Your Pixel ID: 1708795119368065

Step 4: Install the Pixel

The pixel is already baked into every HTML file. When you paste HTML into Convertri, the pixel is included. No need to add it separately in Convertri Custom Scripts.

Pixel events by page:

Step 5: Verify the Pixel Works

1. Install Meta Pixel Helper (Chrome extension) from the Chrome Web Store
2. Visit each page from the table above
3. Click the Pixel Helper icon in toolbar
4. Each page should show green checkmark + "PageView"
5. cib-thank-you should also show "Lead"
6. build-thank-you should also show "Purchase" with value $100

If it shows errors → the HTML may need to be re-pasted into Convertri (pixel was added after initial paste).

Step 6: Create the Campaign

1. Go to adsmanager.facebook.com
2. Click green + Create button
3. Choose Leads objective
4. Look for "Create campaign manually" — click it. If you don't see it, Meta may force Advantage+ (see note below).
5. Campaign name: CIB Lead Magnet — The Build
6. Budget: $20/day (Campaign budget)
7. Click Next

Note on Advantage+: Meta may not let you turn off Advantage+ for audience and placements. Use the Controls section to set hard boundaries instead (see Step 7).

Step 7: Set Up the Ad Set

1. Ad set name: Broad — Professional Services

Conversion:

1. Conversion location: Website
2. Conversion event: Lead (from your pixel dropdown — visit cib-thank-you first if Lead doesn't appear)
3. Cost per result goal: None

Schedule:

1. Start: Tomorrow at midnight (or your preferred time)
2. End: April 20, 2026 (event start date)

Audience — Controls (hard boundaries, Advantage+ won't go beyond these):

1. Location: United States
2. Minimum age: 25 (Meta's minimum — your audience skews older but this is the floor)
3. Click "Show more controls" if needed to access age

Audience — Suggest an audience (suggestions for Meta to optimize toward):

1. Age: 35 - 65+
2. Gender: All
3. Detailed targeting — add these as Interests:

• Accounting (business & finance)
• Financial accounting (business & finance)
• Financial plan (investing)
• Management consulting (business & finance)
• Small business (business & finance)
• Tax preparation (accounting)

Placements:

1. Advantage+ placements will be on — that's fine
2. Go to Account controls → Placement controls → toggle on "My business can only advertise on specific placements"
3. Exclude (check these): Audience Network native, Audience Network rewarded videos, Facebook Marketplace, Messenger Stories, Threads feed
4. Leave unchecked (keep active): Facebook right column
5. Important: If this causes a "Target rule label" error at publish, turn the account-level placement control back off. The error comes from a mismatch between account controls and ad creative assets.

1. Click Next

Step 8: Create the Ads

Getting the Images Right

Ad images are in wip/ad-images/. Each ad has its own standalone HTML file at native 1080x1080 resolution.

To screenshot an ad image:

1. Open the HTML file in Chrome (e.g., ad-images/ad1-time-sink.html)
2. Press Ctrl+Shift+I to open DevTools
3. Press Ctrl+Shift+P to open the command menu
4. Type "screenshot" → select "Capture full size screenshot"
5. PNG saves to Downloads — it will be 2160x2160 on a 2x display. That's fine, Meta accepts it.

Vertical images (1080x1920 for Stories/Reels): Each ad also has a -vertical.html version. Same screenshot process.

Image files:

Creating Each Ad

For the first ad:

1. Ad name: CIB — Time Sink
2. Identity: Facebook Page = Kathryn H Brown Creating Your Plan, Instagram = thekathrynbrown
3. Partnership ad: Off
4. Upload square image → upload vertical image for vertical placement
5. Crop screen: verify all three slots (square, vertical, horizontal) look correct

Text — turn off ALL Advantage+ text generation:

1. Under "Advantage+ creative text generation" for primary text → uncheck all, toggle off "Tailor variations to personas"
2. Under "Advantage+ creative text generation" for headlines → uncheck all

Enhancements — turn off everything:

1. Translate text: Off
2. Media enhancements: Off
3. Essential enhancements: Off (optional but recommended — prevents Meta from auto-cropping/adjusting your designed images)
4. AI image generation: Can't uncheck but won't generate if it says "No AI-generated images available"

Destination:

1. Website URL: https://thepracticebuilders.ai/cib

Ad copy for all 5 ads (from ad-creative-cib-batch-001.md):

Description (same for all): Prep for any client call in 2 minutes. Works with any large language model.

CTA button: Learn More

Website URL (same for all): https://thepracticebuilders.ai/cib

Per-ad cleanup (do this on every ad):

• Uncheck "Multi-advertiser ads" — Meta defaults it on
• Uncheck "Crop and expand AI" on square images
• Do NOT include the landing page URL in the primary text body — it's already in the Destination field

Duplicating Ads

Fastest method: set up Ad 1 completely, publish or save as draft, then duplicate it 4 times. Each duplicate keeps all settings — just swap the image and primary text.

Step 9: Pre-Launch Funnel Test

Do this BEFORE publishing the campaign. Click through every step as a real user:

Pixel verification (use Meta Pixel Helper Chrome extension):

Step 10: Pre-Publish Checklist

Before hitting Publish:

• [ ] Funnel test passed — all 12 steps above
• [ ] Pixel Helper shows correct events on all pages
• [ ] Budget is $20/day (not $20 total)
• [ ] Start date is correct
• [ ] End date is April 20
• [ ] Ad has correct image (square + vertical)
• [ ] Ad has correct primary text from ad creative file
• [ ] Website URL on ad is https://thepracticebuilders.ai/cib
• [ ] Pixel is selected for conversion tracking (Lead event)
• [ ] Payment method is attached
• [ ] All Advantage+ text generation is OFF
• [ ] All enhancements are OFF
• [ ] Multi-advertiser ads unchecked on every ad
• [ ] Crop and expand AI unchecked
• [ ] No URL in primary text body (URL is in Destination field only)
• [ ] No "Target rule label" errors in Verifying Your Changes

Step 11: After Publishing

Immediately after publish:

• Ad goes into Review — can take up to 24 hours
• Status will show "In Review" → wait
• If rejected → read the specific reason, fix, resubmit

Adding remaining ads:

• Duplicate Ad 1 four times within the same ad set
• For each duplicate: change the ad name, swap the image (square + vertical), replace the primary text
• Keep headline, description, destination URL, CTA the same
• Turn off Advantage+ text generation on each duplicate

First 24 hours after approved:

After 48-72 hours:

• One ad will get most of the budget — that's Meta picking the winner
• Scale the winner, pause bottom 2
• If ALL ads are above $15 CPL → the problem is likely the landing page, not the ads

Troubleshooting

"Target rule label must refer to asset label" → This happens when account-level placement controls conflict with ad creative. Fix: go to Placements → Account controls → turn off "My business can only advertise on specific placements." The ad-set level Advantage+ will still exclude junk placements based on performance.

"Ad rejected" → Read the specific violation. Common: personal attributes ("Are you..."), unrealistic outcomes, trademarks. Our ads were written to avoid these. Appeal or edit the flagged line.

"No impressions" → Ad is likely in review (up to 24 hours). Check status column. "In Review" = wait. "Rejected" = see above.

"Pixel not firing" → Re-check Pixel Helper on the specific page. The pixel is in the HTML — if it's not showing, re-paste the HTML from the latest version in the repo.

"Lead event not in dropdown" → Visit thepracticebuilders.ai/cib-thank-you yourself first so the pixel fires the Lead event. Then refresh the Ads Manager dropdown.

"Spending too fast" → $20/day is the cap. If it spends by noon, that's fine — the audience is responding. Reduce to $10/day if you want to slow down.

"WhatsApp number required" → Check if Multi-advertiser ads or a WhatsApp CTA got auto-enabled. Uncheck them.

"Images too small" → Use the standalone HTML files in ad-images/. Open in Chrome, Ctrl+Shift+I → Ctrl+Shift+P → type "screenshot" → "Capture full size screenshot." On a 2x display this produces 2160x2160 which exceeds Meta's 1080 minimum.

Quick Reference

Built by Kathryn Brown — Practice Builders