Managing playbooks
Monitor opt-ins, approve workspace creative, extend campaigns, and track network performance.
For Hub admins
Use Command Center for cross-workspace bulk operations. Use the playbook detail view for per-opt-in actions.
The playbook list
Open Paid Social Ads, then Playbooks to see every playbook you have published. Each row shows:
- Total eligible: workspaces that can see it
- Opted in / Active / Pending review counts
- Spend to date across the network
Click a playbook to open the detail view (opt-ins, performance, controls).
Approving workspace creative
When approval is required
You only approve creative when the playbook uses Workspace-Level creatives. Hub-Level playbooks deploy without per-workspace review.
Open the playbook detail
From the playbook list, click the playbook, then filter the opt-ins by status In Review.
Review the submission
Check the workspace name and location, the uploaded media, the opt-in answers, the budget, and the schedule.
Approve, or request changes
Choose one:
- Approve: deployment starts immediately and the workspace is notified.
- Request Changes: enter your feedback. The status stays In Review with a "Changes Requested" sub-state until the workspace resubmits.
Opt-in statuses
Use this legend to read the status on any opt-in and know your next move.
| Status | What's happening | Hub action |
|---|---|---|
| Pending | Submission processing | Wait |
| In Review | Workspace media needs your approval | Approve or request changes |
| Deploying | Creating campaigns in Meta | Wait |
| Active | Campaign live | Monitor |
| Partially Deployed | Some campaigns succeeded, some failed | Investigate failures |
| Failed | All campaigns failed | Workspace can retry |
| Cleanup Failed | Both deploy and rollback failed | May need manual cleanup in Meta |
| Completed | Hit end date | For evergreen, workspace can re-opt |
| Paused | Workspace paused | None |
| Cancelled | Workspace cancelled | None |
| Questions Only | Answered questions, opted out of ads | Review responses |
Duplicate protection
A workspace cannot submit a new opt-in while another is Pending, In Review, Deploying, or Active for the same playbook. This prevents duplicate campaigns.
Editing a published playbook
Edits apply to future opt-ins only
Editing a published playbook changes what future opt-ins receive. Campaigns already deployed stay unchanged in Meta.
Update creative for future opt-ins
Edit the playbook and save. New opt-ins pick up the updated creative.
Change deployed creative on a specific campaign
Open the opt-in, then click Open in Ads Manager to edit that live campaign directly in Meta.
Change targeting
Edit the Ad Configuration audience types. The next opt-in picks up the change.
Add new copy variations
Open the playbook, go to the ad you want to expand, and add additional body, title, or description variations. Save the playbook. Future opt-ins will rotate through the new copy.
Bulk operations in Command Center
For changes across many workspaces at once, use Command Center. Common workflows:
Bulk schedule update
Select the campaigns you want to extend, then set a new end date to push the promotion further out across all of them at once.
Bulk budget update
Adjust spend by percentage or dollar amount across the selected campaigns.
Bulk pause or activate
Stop or restart a promotion across the network in one action.
Adding a new location to an active playbook
When a new franchisee onboards while a playbook is live:
Finish onboarding the workspace
Complete the onboarding workflow so the workspace exists with a budget and ad configuration.
Add the location to the playbook scope
Open the playbook and add the new location to its scope.
Confirm the Ad Configuration row
Check the workspace row for audience, URL, and lead form so the deployment has everything it needs.
Set the playbook back to Active
The playbook auto-deploys for the newly added workspace.
Verify in Command Center
Open Command Center and confirm the new location appears.
Stopping an evergreen playbook
You cannot delete a playbook with active opt-ins
Instead, use one of these options.
- Unpublish: removes it from the shop. Existing opt-ins continue running.
- Pause all opt-ins: use the Command Center bulk pause.
- Cancel the playbook: stops future re-runs but keeps the history.
Performance review
Open the playbook detail and go to the Performance tab for network-wide spend, impressions, CPC, CTR, and conversions. Filter by workspace or date range, and export a CSV for stakeholder reports.