Managing Campaigns
Summary KPIs
At the top of the page, four summary cards show aggregate metrics across all your campaigns:
| Card | What it shows |
|---|---|
| Active Campaigns | Number of active campaigns (out of total) |
| Total Spend | Total amount spent across all campaigns |
| Total Leads | Total leads generated across all campaigns |
| Avg Cost Per Lead | Average cost per lead ("lower is better") |
Filters
| Filter | Description |
|---|---|
| Ad Account | Select a specific ad account (shown only when multiple accounts are connected) |
| Status | All, Active, Paused, Archived, or Deleted |
Screenshot: Four summary KPI cards showing Active Campaigns, Total Spend, Total Leads, and Avg Cost Per Lead
summary-kpis.png
1. On the Ad Campaigns page, capture the four summary KPI cards at the top
Save to:
Save to:
static/img/screenshots/social-posts/ad-campaigns/summary-kpis.pngCampaign cards
Campaigns are displayed in a two-column card grid. Each campaign card shows:
Card header
- Status badge — Color-coded: green (Active), amber (Paused), gray (Archived), red (others)
- Campaign objective — Formatted label (e.g., "Outcome Traffic", "Lead Generation")
- Insight date range
- Campaign name
Badges
- "X forms linked" badge (indigo) — Shows how many lead forms are connected to this campaign. Click the badge to see a dropdown listing each form with its lead count. Clicking a form navigates to the Lead Form Detail page.
- "Click to WhatsApp" badge (green) — Appears on campaigns with engagement/messages objectives that drive WhatsApp conversations
Key metrics bar
Three KPI indicators per campaign:
| Metric | Description |
|---|---|
| Spend | Total amount spent on this campaign |
| Leads | Number of leads generated. Click to go to the linked lead form. |
| Cost per Lead | Cost per lead, color-coded: green (under 100), amber (under 300), red (300+) |
Budget progress bar
A visual bar showing how much of the budget has been spent:
- Green — Under 70% spent
- Amber — 70–90% spent
- Red — Over 90% spent
Shows the format: "X spent of Y (lifetime/daily)"
Secondary metrics
| Metric | Description |
|---|---|
| Impressions | Total number of times ads were displayed |
| Clicks | Total number of clicks |
| CTR | Click-through rate |
Screenshot: Campaign card showing status badge, objective, forms linked badge, KPIs (Spend, Leads, CPL), budget progress bar, and secondary metrics
campaign-card.png
1. Find a campaign card that has linked forms and a budget set
2. Capture the full card showing all elements: status badge, name, KPI bar, budget bar, metrics, and action buttons
Save to:
2. Capture the full card showing all elements: status badge, name, KPI bar, budget bar, metrics, and action buttons
Save to:
static/img/screenshots/social-posts/ad-campaigns/campaign-card.pngCard actions
- Conversations button — Only on Click-to-WhatsApp campaigns. Opens the Chat page filtered to conversations from this campaign.
- View Ad Groups button — Expands to show the campaign's ad sets and ads
Ad groups (3-level hierarchy)
Click View Ad Groups on a campaign card to expand the ad group table. This shows a three-level drill-down:
Level 1: Ad Sets
| Column | Description |
|---|---|
| Ad Group name | Name of the ad set |
| Status | Status badge (Active, Paused, etc.) |
| Spend | Amount spent on this ad set |
| Leads | Leads generated |
| CPL | Cost per lead |
Click an ad set row to expand and see its individual ads.
Screenshot: Expanded ad groups table showing Campaign → Ad Set → Ad three-level hierarchy with metrics
ad-groups-hierarchy.png
1. Click View Ad Groups on a campaign card
2. Expand an ad set to show its individual ads
3. Capture the expanded hierarchy showing ad sets and ads with their metrics
Save to:
2. Expand an ad set to show its individual ads
3. Capture the expanded hierarchy showing ad sets and ads with their metrics
Save to:
static/img/screenshots/social-posts/ad-campaigns/ad-groups-hierarchy.pngLevel 2: Ads
| Column | Description |
|---|---|
| Ad name | Name of the individual ad (indented under its ad set) |
| Status | Status badge |
| Spend | Amount spent on this ad |
| Leads | Leads generated |
| CPL | Cost per lead |
Syncing campaign data
Click the Sync Now button to fetch the latest campaign data from Facebook. This updates all metrics including spend, reach, leads, and conversion data.
Tips
- Monitor Cost per Lead — Green CPL means efficient spending. Red means your targeting or creative may need optimization.
- Check budget utilization — Campaigns nearing budget limits (red progress bar) may need budget increases to continue running.
- Use the "Conversations" button on Click-to-WhatsApp campaigns to follow up with leads directly in the chat interface.
- Drill into ad groups to identify which specific ad sets and ads are driving the best results.