Skip to main content
The HoopAI Ad Manager lets you create and manage Meta advertising campaigns — including Facebook and Instagram ads — without switching between platforms. Connect your Facebook Pages and ad account once, then build lead generation, traffic, engagement, and sales campaigns from the same interface where you manage your CRM, automations, and social content. Navigate to Marketing > Ad Manager to get started.

​
Connecting your Facebook account

Before creating campaigns, connect your Facebook Pages and ad account.
1

Open Ad Manager settings

Go to Marketing > Ad Manager and click Settings.
2

Connect your Facebook account

Click Connect Facebook and complete the OAuth authorization flow. Sign in with the Facebook account that administers the Pages and ad account you want to use.
3

Select your Facebook Pages

After authorizing, select the Facebook Pages you want to connect. Multiple Pages can be connected simultaneously, which is useful for agencies managing several clients.
4

Connect your ad account

Select the Facebook Ad Account associated with your Pages. This is where campaign spend will be billed.
5

Set a default page (optional)

Designate a default Facebook Page in settings so it is pre-selected when creating new campaigns, saving time on repetitive setup.
You must be an Admin on the Facebook Page and have at least Advertiser access on the associated Ad Account to connect and create campaigns. Personal Facebook profiles cannot be used as ad accounts.

​
Meta campaign structure

Meta campaigns follow a three-tier hierarchy: Campaign, Ad Set, and Ad. Each tier controls different aspects of the campaign.
TierControls
CampaignObjective and name
Ad SetBudget, schedule, audience, and placements
AdCreative (images, videos, copy, call-to-action)

​
Creating a Meta ad campaign

1

Start a new campaign

In the Ad Manager, click Create Campaign and select Meta Campaign. Choose to start From Scratch or use an Existing Template, then click Next.
2

Set the campaign objective

Choose the goal that best matches what you want the campaign to achieve:
  • Lead generation — collect contact information via Facebook Lead Forms without leaving the app
  • Website traffic — drive visitors to a specific landing page or funnel
  • Engagement — maximize reactions, comments, shares, and page follows
  • Sales through messaging — generate leads or sales via Facebook Messenger or Instagram DMs
If your ad relates to employment, housing, credit, politics, or gaming, select the appropriate Special Ad Category — this is required by Meta for compliance.
3

Configure your ad set (budget and audience)

Set your budget, schedule, and audience targeting:
  • Budget type — daily budget (spends up to the set amount per day) or lifetime budget (spends up to the total amount over the campaign duration)
  • Start and end dates — when the campaign should begin and end
  • Geographic targeting — countries, regions, cities, or a radius around a location
  • Demographic targeting — age range, gender
  • Detailed targeting — interests, behaviors, and connections
  • Audience controls — add custom audiences for retargeting or exclude audiences to avoid showing ads to existing customers
4

Build your ad creative

  • Media — upload images (recommended 1200×628px for link ads) or videos
  • Primary text — the main copy that appears above the ad
  • Headline — a short, attention-grabbing title
  • Description — supporting text below the headline
  • Call-to-action — the button label (Learn More, Sign Up, Get Quote, Download, etc.)
  • Destination — the URL users are sent to after clicking, or a Facebook Lead Form for lead generation objectives
5

Review and publish

Review settings at each tier. Click Publish to submit the campaign to Meta for review. Meta typically reviews ads within 24 hours before they begin serving.

​
Audiences

​
Custom audiences

Retarget people who have already interacted with your business by creating a Custom Audience. Go to Ad Manager > Settings > Audiences, click + Create New Audience > Custom Audience, and choose a source:
SourceWho it targets
WebsiteVisitors to your website (all visitors, or segmented by page or time on site)
Facebook PagePeople who engaged with your Page
Lead FormPeople who opened or submitted your Facebook Lead Forms
Customer ListUpload a CSV of contacts to match against Facebook profiles
Set the retention period (how long ago the interaction must have occurred to qualify someone for the audience, up to 180 days for most sources) and save the audience.

​
Lookalike audiences

Reach new people who share characteristics with your best existing customers. From the Budget and Audience step of campaign creation, or from the Audiences settings tab:
  1. Click Create a Lookalike Audience
  2. Select a source — a Facebook Page or an existing Custom Audience
  3. Choose the target country and audience size percentage (1–10%)
  4. Click Create Audience
A 1% lookalike is the closest match to your source audience. Higher percentages (up to 10%) broaden reach but reduce similarity. Audience population statuses:
StatusMeaning
ReadyFully built and available for use
PopulatingBeing built — typically 6–24 hours
Too SmallSource audience does not meet Meta’s minimum threshold

​
Facebook lead forms

For lead generation campaigns, create a Facebook Lead Form that users complete without leaving the Facebook or Instagram app. Go to Ad Manager > Settings > Lead Forms and click + Create Lead Form. Configure:
  • Intro screen — headline and description shown before the form
  • Fields — select which contact fields to capture (name, email, phone, company, etc.)
  • Privacy policy link — required for all lead forms
  • Thank you screen — the message shown after submission
  • Field mapping — map each form field to the corresponding CRM field so leads sync into your contacts automatically
Existing forms can be duplicated, edited, and reused across multiple campaigns.

​
Facebook Pixel and Conversions API

For conversion-based campaign objectives and accurate attribution:
  • Facebook Pixel — a snippet of code placed on your website that tracks visitor behavior and reports conversion events back to Meta. Add your Pixel ID in Settings > Integrations.
  • Conversions API (CAPI) — a server-side connection that sends conversion events directly from your CRM or funnels to Meta, bypassing browser-based tracking limitations from ad blockers and privacy settings.
Combining the Pixel and CAPI (also called “deduplication”) gives you the most complete and accurate conversion data for campaign optimization.
Configure CAPI through your funnel and workflow settings to ensure purchase and lead events are reported to Meta even when users have ad blockers or cookie restrictions active. This improves attribution accuracy and Meta’s ability to optimize your campaigns toward real conversions.

​
Managing live campaigns

From the Ad Manager campaign list, use the three-dot action menu next to any campaign to:
  • Edit — modify the campaign, ad set, or ad creative
  • Pause — temporarily stop the campaign from serving ads
  • Resume — restart a paused campaign
  • Duplicate — copy a campaign to use as the basis for a new one
Some campaign-level settings — including the campaign objective — cannot be changed after a campaign is published. To change the objective, duplicate the campaign, set the new objective, and publish the copy.

​
Frequently asked questions

Yes. When configuring the Ad Set, set your placements to include both Facebook and Instagram feeds. Meta’s delivery system will show the ad on whichever placement is likely to perform best for your objective, or you can manually select specific placements.
A daily budget caps your spend per day — the campaign runs indefinitely (or until an end date) spending up to that amount each day. A lifetime budget sets a total cap for the entire campaign duration — Meta distributes the spend across the campaign period, potentially spending more on high-performing days and less on slower days.
When you create a Lead Form in the Ad Manager and map the fields to your CRM contact fields, any submission through that form automatically creates a contact record. You can trigger automation workflows from these new contacts — for example, immediately sending a welcome email, assigning to a pipeline stage, or notifying a sales team member.
Meta rejects ads that violate its advertising policies. Common reasons include: before-and-after imagery in health or beauty ads, prohibited content categories (certain financial products, health claims), missing special ad category designation, or landing pages that do not match the ad’s claims. Check the error message in the campaign status for the specific policy violation.
Last modified on March 5, 2026