Hub Setup Guide

As a Hub user, you define the audience types and targeting defaults that all your workspaces use. This guide walks through the complete setup process—from creating your first audience type to syncing configurations across your network.

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Before You Start

Prerequisites

• You're logged in as a Hub admin
• Your workspaces have connected their Meta ad accounts

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Accessing Ad Configurations

1. Navigate to Organize → Ads Configuration in the Paid Social Ads module
2. Or click the gear icon next to your workspace selector

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Creating Audience Types

Step 1: Open Audience Type Manager

1. In the Ads Configuration view, look for the audience type tabs at the top
2. Click the "+" button or "Add Audience Type" to create a new one

Step 2: Name and Describe

Field	Guidance
Name	Short, descriptive (e.g., "Database", "Mass", "VIP")
Description	Explain when to use this type (visible to workspaces)

Good names:

• "Database" — Targeting existing customers
• "Mass" — Broad awareness campaigns
• "Lookalike 1%" — Finding similar prospects

Avoid:

• "Type 1", "Audience A" — Not descriptive
• "Test" — Confuses workspaces

Step 3: Configure Initial Targeting

After creating the audience type, configure its targeting:

1. Click the new audience type tab
2. Fill in the sections below
3. Changes save automatically

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Configuring the Default Tab

The Default tab sets baseline targeting for all campaigns. Configure this first.

Demographics Section

Field	Description	Recommendation
Age Min	Minimum age (13-65)	Start with your typical customer's age range
Age Max	Maximum age (13-65)	Don't narrow too much initially
Gender	All, Male, or Female	"All" unless product is gender-specific

Example: A fitness studio might set Age 18-55, All genders.

Custom Audiences Section

Custom audiences let you target or exclude specific groups from Meta.

Include Audiences:

• Customer email/phone lists you've uploaded
• Website visitors (from Meta Pixel)
• Engagement audiences (video viewers, page engagers)

Exclude Audiences:

• Existing customers (for acquisition campaigns)
• Recent converters (avoid over-targeting)
• Competitors' followers (if applicable)

Location Targeting

Location determines where your ads show. You can configure multiple location types:

Custom Locations (Recommended)

Target a radius around specific coordinates:

• Latitude/Longitude — Exact location point
• Radius — Distance from that point (in miles)

This is the most common setup for franchise locations.

Cities

Target entire cities or metro areas.

Zip Codes

Target specific postal codes—useful for dense urban markets.

Countries

Target entire countries—usually combined with other targeting.

CTA Configuration

Call-to-action settings determine where people go when they click your ad:

Field	Purpose
Website URL	Landing page for your ads
Display URL	Shortened URL shown in ad (e.g., "example.com/offer")

Lead Capture & Messaging

For lead generation campaigns:

Field	Purpose
Lead Gen Form ID	Meta instant form for collecting leads
Messenger Template ID	Messenger conversation template

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Configuring Audience Type Tabs

Each audience type tab can override the default targeting for specific use cases.

Example: "Database" Audience Type

Purpose: Target existing customers

Configuration:

1. Click the "Database" tab
2. In Custom Audiences, add your customer list audience
3. Leave other sections empty to inherit from defaults

Result: Campaigns using "Database" will target your customer list with default demographics and locations.

Example: "Mass" Audience Type

Purpose: Broad awareness, maximum reach

Configuration:

1. Click the "Mass" tab
2. In Demographics, set wide age range (18-65)
3. Do not add custom audiences (targets everyone)
4. Leave locations to inherit from defaults

Result: Campaigns using "Mass" will reach the broadest possible audience in your target locations.

Example: "Lookalike" Audience Type

Purpose: Find people similar to your customers

Configuration:

1. Click the "Lookalike" tab
2. In Custom Audiences, add your lookalike audience from Meta
3. Optionally narrow demographics if your customer base is specific

Result: Campaigns using "Lookalike" will reach people Meta identifies as similar to your source audience.

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Advanced Targeting Section

For more granular targeting, expand the Advanced & Detailed Targeting section:

Interest Targeting

Target people based on their interests (hobbies, entertainment, activities):

Interest Category	Examples
Fitness	Yoga, CrossFit, Running
Food	Cooking, Restaurants, Healthy eating
Business	Entrepreneurship, Small business, Marketing

Behavior Targeting

Target people based on their behaviors and purchase patterns:

Behavior Category	Examples
Purchase behavior	Online shoppers, Frequent travelers
Device usage	iPhone users, Mobile-first users
Life events	Recently moved, New job

Other Advanced Fields

Field	Purpose
Income	Target by income bracket (US only)
Education	Target by education level or specific schools
Employment	Target by employer or job title
Life Events	Target by recent life changes

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Advantage+ Audience

Enable Meta's AI-powered targeting expansion:

Setting	Description
Enabled	Meta can expand beyond your defined audiences
Disabled	Strict adherence to your targeting settings

When to enable:

• Conversion campaigns where you want Meta to optimize
• Testing new markets
• When your defined audiences are too small

When to disable:

• Strict compliance requirements (housing, credit, employment)
• Very specific geographic requirements
• When you need precise audience control

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Syncing Configurations to Workspaces

After configuring your Hub settings, sync them to all workspaces.

Sync All Workspaces

1. Click "Sync All Workspaces" button
2. Flamel creates audience type configurations for every bound workspace
3. Workspaces receive the Hub's defaults as their starting point

Preview Before Syncing

Click "Preview Sync" to see:

• How many workspaces will be affected
• Which configurations will be created
• Any workspaces that might be skipped

Incremental Sync

When you add new audience types:

1. Create the audience type at Hub level
2. Click "Sync All Workspaces"
3. New audience type configs are created for all workspaces
4. Existing configs are not overwritten

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Validating Configurations

Audience Validation

Custom audiences can become invalid if:

• The source audience was deleted in Meta
• The ad account lost access to a shared audience
• The audience expired

To validate:

1. Click "Validate Audiences" on a configuration
2. System checks all referenced audiences against Meta
3. Invalid audiences are flagged

Cleanup Invalid Audiences

To clean up:

1. Click "Preview Cleanup" to see what would be removed
2. Review the list of invalid audiences
3. Click "Cleanup" to remove invalid references

For network-wide cleanup:

1. Click "Cleanup All Workspaces" at Hub level
2. Removes invalid audiences from all workspace configurations

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Start with 2-3 audience types. Name them descriptively (e.g., "Database - Existing Customers", not "Type A").

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Troubleshooting

"Workspaces can't see audience types"

Possible causes:

• Audience types not synced to workspaces
• Workspace ad account not connected

Solution:

1. Click "Sync All Workspaces"
2. Verify workspace has connected Meta ad account

"Audience validation failing"

Possible causes:

• Meta audience was deleted
• Ad account permissions changed

Solution:

1. Re-sync audiences from Meta
2. Remove invalid audience references
3. Select valid replacement audiences

"Configuration not applying to campaigns"

Possible causes:

• Playbook references different audience type
• Campaign was created before configuration change

Solution:

1. Check which audience type the playbook/campaign uses
2. Edit the correct audience type configuration
3. For existing campaigns, changes won't apply retroactively

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Next Steps

• Workspace Guide — How workspaces customize their configurations
• Creating Playbooks — Use your audience types in playbooks
• FAQ — Common questions answered