Creating a Meta Ads channel

To use Meta Ads in your campaign journeys, you need to create a Meta Ads channel.

To create a Meta Ads channel:

  1. Click your avatar in the top-right corner.

  2. Click Application Settings.

  3. Click Campaigning Channel Editor from the left-hand menu, then click Edit.

  4. To add a new Meta channel, click + Item.

  5. Select Meta Ads as the channel type.

  6. Give your channel a meaningful name and organise your folder structure.

    Note: To edit an existing channel, find and click on the channel from the menu.

  7. Click Create.

You can now begin setting up your Meta channel.

Configure your Meta Ads channel

To configure your Meta Ads channel:

  1. Configure your basic details:

    • Channel name: A descriptive name for your Meta Ads channel

    • App: Select the Apteco app (default) or your custom Meta app

    • Ads Account Name: Select your connected Meta Ads account

    • Email Variable: Select the email variable to use

    • Meta Advertiser Action:

      • Upload only: Upload the audience list to Meta without linking it to an ad set

      • Upload and Advertise: Upload the audience list, match it in Meta, and attach it to an ad set

  2. Set up the parameters and output settings.

    Note: When you upload a custom audience, any demographic details (e.g., interests, age groups, genders) previously added to the ad set in Meta are overwritten. Ensure all necessary demographic details are included during the channel setup in Orbit.

    • Specify the target countries or country groups where you want the campaign to run

    • Define the time span for the campaign (e.g., how long it should remain active)

    • If using lookalike audiences, configure the similarity ratio and country targeting for the lookalikes

    • Choose whether to append to an existing audience or replace the audience entirely

    Note: You can delete or duplicate an SMS channel by clicking the option menu next to the channel.

  3. Click Save.

You’ve now set up your Meta Ads channel and can begin creating your Meta Ads campaign.

Using Meta Ads in campaigns