Playbooks Overview

Playbooks are campaign blueprints that Hub users design once and workspaces deploy with a few clicks. They solve the challenge of maintaining brand consistency and advertising best practices across hundreds of franchisees without requiring each one to become a Meta Ads expert.

---

How Playbooks Work

The playbook workflow has two sides:

1. Hub creates the blueprint — Configure campaign objectives, targeting, budget ranges, and creative requirements
2. Workspaces opt in — Browse available playbooks, upload their media (if required), confirm their budget, and launch

Once a workspace opts in, Flamel automatically creates their campaign in Meta Ads Manager with all the settings from the playbook template.

---

Documentation Sections

Guide	For	Description
Creating Playbooks	Hub Users	Complete step-by-step guide to building playbooks
Managing Playbooks	Hub Users	Monitor opt-ins, review creative, extend campaigns
Opting In	Workspace Users	Discover and deploy playbooks from your Hub
Opt-In Walkthrough	Workspace Users	Click-by-click guide to every opt-in step
Lead Capture	Hub Users	Set up lead generation with instant forms
FAQ	Everyone	Common questions and answers

---

Quick Reference

Playbook Types

Type	Description	Use Case
One-Time	Single run with fixed dates	Seasonal promotions, events, launches
Evergreen	Workspaces can re-run repeatedly	Ongoing offers, recurring promotions

Launch Modes

Mode	Description	Requires Workspace Action
Opt-In	Workspaces choose to participate	Yes
Deploy Immediately	Auto-launches at all workspaces	No

Creative Sources

Source	Who Provides	Hub Review Required
Playbook-Level	Hub uploads media	No
Workspace-Level	Workspaces upload during opt-in	Yes
Existing Posts	Workspaces select organic posts	No

Budget Types

Type	Best For	Requires End Date
Daily	Ongoing campaigns, flexible duration	No
Lifetime	Fixed promotions, events	Yes

Budget Allocation Strategies

Strategy	How It Works	Best For
CBO	Meta distributes budget across ad sets	Most campaigns (recommended)
Equal	Divides evenly across campaigns/ad sets	Simple, balanced allocation
Percentage	Hub specifies exact split	Different campaign priorities

Opt-In Statuses

Status	Meaning
Pending	Processing submission
In Review	Hub reviewing workspace creative (includes "Changes Requested" sub-state)
Deploying	Creating campaign in Meta
Active	Campaign running
Partially Deployed	Some campaigns succeeded, some failed
Completed	Campaign finished
Paused	Temporarily stopped
Failed	Deployment error occurred
Cleanup Failed	Deployment failed, cleanup also failed
Cancelled	Workspace cancelled participation
Questions Only	Answered questions but no campaign deployed

---

Key Concepts

Hub vs Workspace

• Hub = Franchise corporate (franchisor)

  • Creates playbook templates
  • Sets guardrails (budgets, targeting, creative guidelines)
  • Reviews workspace submissions
  • Monitors network performance

• Workspace = Individual location (franchisee)

  • Discovers available playbooks
  • Opts in with their details
  • Uploads local creative (if required)
  • Runs and monitors their campaigns

Creative Review Workflow

For workspace-level creatives:

Workspace submits opt-in with media
        ↓
Status: "In Review"
        ↓
Hub reviews creative
        ↓
├── Approved → Deployment starts
└── Changes Requested → Workspace resubmits

Evergreen Re-Opt-In

For evergreen playbooks:

Workspace opts in (Run #1)
        ↓
Campaign runs for configured duration
        ↓
Campaign completes
        ↓
Workspace can opt in again (Run #2, #3, ...)

---

Common Questions

Can workspaces set their own targeting?

Partially. Workspaces can adjust location radius (1-50 miles) but cannot change audience types or detailed targeting. Hub controls targeting strategy for brand consistency.

Can I override workspace creative that fails brand review?

Yes. Use the review workflow to request changes. Workspace resubmits with corrected media until approved.

How do I extend a campaign that's performing well?

For budget: Use Command Center to increase budget. For schedule: Currently requires Meta Ads Manager. For evergreen playbooks, workspaces can simply re-opt-in.

Can workspaces use Messenger ads?

Not currently supported. Contact Flamel support if this is a priority.

For more questions, see the FAQ.

---

Next Steps

Hub users: Start with Creating Playbooks for a complete walkthrough.

Workspace users: See Opting Into Playbooks to learn how to participate.