Creating Playbooks
Build a playbook that franchisees can understand, opt into, and launch without extra explanation.
For Hub admins
Playbooks are reusable campaign blueprints. Workspaces opt into them with local budgets, creative, and targeting details pulled in at launch.
Before you start:
- Confirm workspaces have connected their Meta ad accounts.
- Finish Ad Configuration.
- Gather any Hub-provided media you want to include.
Open Paid Social Ads, then Playbooks, then Create.
Build the Playbook
Set Up the Playbook Basics
Decide:
- the playbook name and short description
- which collection it belongs to
- which workspaces can see it
- whether it launches by workspace opt-in or immediately
- whether the budget is daily or lifetime
- whether the playbook is one-time or evergreen
Name It For The Franchisee
Use names a location owner can search for and understand quickly.
Set The Campaign Structure
Choose the objective, campaign naming pattern, any special ad categories, and whether Meta should optimize budget at the campaign or ad set level.
Build Ad Sets and Ads
Set:
- the audience type
- where leads or traffic should go
- which page and account the ads should use
- the creative type
- the ads themselves
Review Before Publishing
Check the budget, schedule, audience choice, and ad copy one more time, then click Create.
After Publishing
- the playbook appears in the Shop for the workspaces that can access it
- future edits affect new opt-ins, not campaigns already launched
- use managing and review pages to track what workspaces do next