Ad Configurations - Step-by-Step UI Walkthrough

This guide walks through every element of the Ad Configurations interface in exact order. Use this as a reference when setting up or troubleshooting configurations.

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Opening Ad Configurations

Path: Paid Social Ads → Organize → Ads Configuration

Alternative: Click the gear icon next to your workspace selector

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Page Layout Overview

When the page loads, you'll see:

┌─────────────────────────────────────────────────────────────────────┐
│  [Team Header Card]                                                  │
│  Team Name                              [Facebook Account] [IG]      │
│  Meta Ad Account ID: act_123456789                                   │
├─────────────────────────────────────────────────────────────────────┤
│  [Tab Bar - Sticky]                                                  │
│  ● Default  │  ● Database  │  ● Mass  │  + Add Audience Type        │
├─────────────────────────────────────────────────────────────────────┤
│                                          [Import from ad set...]     │
│  ┌─────────────────────────────────────────────────────────────┐    │
│  │ Demographics                                                  │    │
│  │ ───────────────────────────────────────────────────────────  │    │
│  │ Age Min [18▼]  Age Max [65▼]   Gender: ☐ Male  ☐ Female     │    │
│  └─────────────────────────────────────────────────────────────┘    │
│                                                                      │
│  ▼ Custom Audiences                                    [Collapse]    │
│  ▼ Languages                                           [Collapse]    │
│  ▼ Advanced & Detailed Targeting                       [Collapse]    │
│  ▼ Custom Locations                                    [Collapse]    │
│  ▼ Cities                                              [Collapse]    │
│  ▼ Zip Codes                                           [Collapse]    │
│  ▼ Countries                                           [Collapse]    │
└─────────────────────────────────────────────────────────────────────┘

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Team Header Card

At the top of the page:

Element	Description
Team Name	Your workspace or hub name (large, bold text)
Meta Ad Account ID	Your connected ad account (e.g., act_123456789)
Facebook Account	Profile picture and name of connected Facebook account
Instagram Account	Profile picture and name of connected Instagram account

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Tab Navigation

Tab Bar

The sticky tab bar at the top shows all configuration tabs:

Tab	Purpose	Status Indicator
Default	Baseline targeting for all campaigns	🟢 Green = location configured
[Audience Type]	Override targeting for that segment	🔴 Red = no location
+ Add	Create new audience type (Hub only)	—

Status Indicators

• 🟢 Green dot — This tab has location targeting configured
• 🔴 Red dot — This tab is missing location targeting

Switching Tabs

1. Click any tab name to switch
2. Content below updates to show that tab's configuration
3. Changes save automatically as you edit

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Import from Ad Set Button

Location: Top-right corner of content area

Purpose: Copy targeting from an existing Meta ad set into this configuration

Steps:

1. Click "Import from ad set..."
2. Dialog opens with searchable list of your ad sets
3. Select an ad set
4. Configuration fields populate with that ad set's targeting
5. Review and adjust as needed

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Section 1: Demographics

Location: Top section, always visible (not collapsible)

Age Range

Field	Type	Range	Default
Age Min	Number dropdown	13-65	18
Age Max	Number dropdown	13-65	65

To set age range:

1. Click the Age Min dropdown
2. Select minimum age (e.g., 25)
3. Click the Age Max dropdown
4. Select maximum age (e.g., 54)

Gender

Option	What It Targets
☐ Male	Men only
☐ Female	Women only
☐ Both unchecked	All genders (recommended default)
☑ Both checked	Same as all genders

To set gender:

1. Check Male to target men
2. Check Female to target women
3. Leave both unchecked to target all genders

Empty state text: "No genders selected (targets all)"

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Section 2: Custom Audiences

Collapse/Expand: Click the section header or chevron icon

Description text: "Configure included and excluded Meta audiences for targeting."

Layout

Two-column grid:

• Left column: Included audiences (people to target)
• Right column: Excluded audiences (people to avoid)

Left Column: Custom Audiences

Header: "Custom Audiences"

Description: "Meta audiences targeting this ad set."

Empty state: "No custom audiences"

To add an audience:

1. Click in the search/add area at the bottom
2. Type to search available audiences
3. Click an audience to add it
4. Audience appears as a chip/tag

Audience chip displays:

• Audience name
• X button (remove)
• → button (move to excluded)

To remove an audience:

1. Find the audience chip
2. Click the X button

To move to excluded:

1. Find the audience chip
2. Click the → (arrow right) button
3. Audience moves to the right column

Right Column: Excluded Custom Audiences

Header: "Excluded Custom Audiences"

Description: "Meta audiences excluded from targeting this ad set."

Empty state: "No excluded audiences"

Visual difference: Excluded audiences have a red-tinted border

To add an excluded audience:

1. Click the search/add area in the right column
2. Search and select the audience
3. Audience appears with red border styling

To move back to included:

1. Find the excluded audience chip
2. Click the ← (arrow left) button
3. Audience moves to the left column

Syncing Audiences from Meta

If you don't see expected audiences:

1. Click "Sync Audiences" button (if available)
2. Wait for sync to complete
3. Search again for your audience

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Section 3: Languages

Collapse/Expand: Click the section header

Description text: "Languages and locales targeted for this audience type."

Layout

Single column with locale chips

Header: "Locales"

Description: "Languages targeting this ad set."

Empty state: "No locales selected"

Adding Locales

1. Click "Add Locale" search field
2. Type a language name (e.g., "English", "Spanish")
3. Select from autocomplete results
4. Locale appears as a chip

Locale Chip

• Shows locale name (e.g., "English (US)")
• X button to remove

Removing Locales

1. Find the locale chip
2. Click the X button

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Section 4: Advanced & Detailed Targeting

Collapse/Expand: Click the section header

Description text: "Configure Advantage+ and detailed targeting for this audience configuration."

Subsection A: Advanced Targeting Options

Four toggle switches in a vertical list:

1. Advantage+ Audience

Element	Value
Label	Advantage+ Audience
Description	Let Meta's AI expand targeting beyond your selections
Type	Toggle switch (on/off)
Default	Off

When enabled:

• Blue info box appears below
• Text: "Maximum age is locked to 65 when Advantage+ Audience is enabled. Your age min and age max values above will be used as suggestions automatically."

2. Advantage+ Detailed Targeting

Element	Value
Label	Advantage+ Detailed Targeting
Description	Expand beyond detailed targeting (interests, behaviors, demographics)
Type	Toggle switch
Default	Off

3. Advantage+ Lookalike

Element	Value
Label	Advantage+ Lookalike
Description	Expand beyond lookalike audiences to find similar high-value customers
Type	Toggle switch
Default	Off

4. Advantage+ Custom Audience

Element	Value
Label	Advantage+ Custom Audience
Description	Expand beyond custom audiences when Meta predicts better performance
Type	Toggle switch
Default	Off

Subsection B: Detailed Targeting

Below the toggles, additional targeting fields for:

Category	Examples
Interests	Fitness, Travel, Technology
Behaviors	Online shoppers, Frequent travelers
Life Events	Recently moved, New job
Industries	Healthcare, Finance
Income	Top 10%, Top 25% (US only)
Family Status	Parents, Newlyweds
Education	College grad, High school
Employers	Target by employer name
Job Titles	Target by position

To add detailed targeting:

1. Find the category section
2. Click the search/add field
3. Type to search (e.g., "yoga" for interests)
4. Select from results
5. Item appears as a chip

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Section 5: Custom Locations

Collapse/Expand: Click the section header

Description text: "Custom locations that will be targeted or excluded."

Layout

Two-column grid:

• Left: Included locations
• Right: Excluded locations

Left Column: Custom Locations

Header: "Custom Locations"

Description: "Select custom locations that will be targeted for this workspace's ad sets."

Empty state: "No custom locations selected"

Adding a Custom Location

1. Click the "Add Custom Location" input area
2. Enter location one of two ways:

Option A: Address

• Type an address (e.g., "123 Main St, Denver, CO")
• Autocomplete suggests matches
• Select the correct address

Option B: Coordinates

• Enter latitude and longitude (e.g., "39.7392, -104.9903")

3. Set the radius (optional):

   • Enter number in miles (default: 10)
   • Range: 1-50 miles

4. Click Add or press Enter

Location Chip Display

Each location chip shows:

• Address or "lat, long" format
• Radius badge (e.g., "10 mi")
• X button (remove)
• → button (move to excluded)

Right Column: Excluded Custom Locations

Header: "Excluded Custom Locations"

Description: "Select custom locations that will be excluded for this workspace's ad sets."

Same functionality as included, but with red-tinted border styling.

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Section 6: Cities

Collapse/Expand: Click the section header

Description text: "Cities that will be targeted or excluded."

Layout

Two-column grid (included / excluded)

Adding Cities

1. Click "Add Cities" search field
2. Type city name (e.g., "Denver")
3. Select from autocomplete results showing "City, Region"
4. Optionally set radius for the city
5. City appears as a chip

City Chip Display

• Format: "City, Region" (e.g., "Denver, Colorado")
• Radius badge if set
• Remove and move buttons

Moving Between Included/Excluded

Same as Custom Audiences—use arrow buttons.

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Section 7: Zip Codes

Collapse/Expand: Click the section header

Description text: "Zip codes that will be targeted or excluded."

Layout

Two-column grid (included / excluded)

Adding Zip Codes

1. Click "Add Zips" search field
2. Type zip code (e.g., "80202")
3. Select from autocomplete showing "Zip (City, Region, Country)"
4. Zip appears as a chip

Zip Chip Display

• Format: "80202 (Denver, Colorado, US)"
• Remove and move buttons

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Section 8: Countries

Collapse/Expand: Click the section header

Description text: "Countries that will be targeted or excluded."

Layout

Two-column grid (included / excluded)

Adding Countries

1. Click "Add Countries" search field
2. Type country name (e.g., "United States")
3. Select from autocomplete
4. Country appears as a chip

Country Chip Display

• Country name
• Remove and move buttons

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Creating Audience Types (Hub Only)

Step 1: Click Add Button

1. In the tab bar, click "+" or "Add Audience Type"

Step 2: Enter Details

Field	Required	Description
Name	Yes	Short name (e.g., "Database", "VIP")
Description	No	When to use this type

Step 3: Save

1. Click Save or Create
2. New tab appears in tab bar
3. Tab starts with red dot (no configuration yet)

Step 4: Configure

1. Click the new tab
2. Fill in sections as described above
3. At minimum, add location targeting to get green dot

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Audience Type Tab Differences

Audience type tabs have the same sections as Default, plus:

Source Ad Set Info

If imported from an existing ad set:

• Shows source ad set name below tab title
• Indicates where targeting came from

Inheritance from Default

Empty fields inherit from Default tab:

• If "Database" has no CTA, uses Default's CTA
• Explicitly set fields override Default

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Saving Changes

All changes save automatically as you edit.

• No "Save" button needed
• Changes apply immediately
• No confirmation dialog

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Common Tasks Quick Reference

Add a targeting radius around your business

1. Go to Default tab
2. Expand Custom Locations
3. Enter your business address
4. Set radius (10-25 miles typical)
5. Done—green dot should appear

Exclude existing customers from acquisition campaigns

1. Go to the audience type tab for acquisition (e.g., "Mass")
2. Expand Custom Audiences
3. In Excluded column, search for your customer list
4. Select to add as exclusion

Enable Meta's AI targeting

1. Go to desired tab
2. Expand Advanced & Detailed Targeting
3. Toggle Advantage+ Audience to ON
4. Review the info message about age limits

Copy targeting from an existing campaign

1. Click "Import from ad set..." button
2. Search for the ad set
3. Select it
4. Fields populate with that ad set's targeting

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Troubleshooting

Red dot won't turn green

Cause: No location targeting configured

Fix: Add at least one of:

• Custom location with radius
• City
• Zip code
• Country

Can't find my custom audience

Cause: Audiences not synced from Meta

Fix:

1. Click "Sync Audiences"
2. Wait for sync
3. Search again

Changes not showing in campaigns

Cause: Config changes only apply to new campaigns

Fix: Create a new campaign or opt into a new playbook

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Next Steps

• Hub Setup Guide — Strategic guidance for Hub users
• Workspace Guide — Customization guidance for workspaces
• Creating Playbooks — Use your configurations in playbooks