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DOCS

Ad Configuration UI walkthrough

Field-by-field reference for the Ad Configuration UI.

For Hub admins and Workspace owners. Looking for the workflow rather than the UI reference? See Hub setup or Workspace guide. For the live click-by-click: Create & configure the Ad Configuration table ↗.

Page anatomy

Paid Social Ads → Organize → Ads Configuration.

  • Tabs across the top: Default + one per audience type
  • Status dot on each tab: 🟢 location set, 🔴 missing
  • Collapsible sections within each tab

Sections

Demographics

FieldNotes
Age Min / Max13–65. Start wide; narrow per audience type if needed.
GenderAll, Men, Women

Custom Audiences

Include or exclude Meta custom audiences (CRM uploads, lookalikes, website visitors). Click Sync Audiences to pull the latest from Meta.

Languages

Locale targeting. Leave empty for "all languages spoken in your locations".

Advanced Targeting

Interests, behaviors, income, education, employers. Use sparingly — over-targeting shrinks reach and raises CPC.

Custom Locations

Lat/long + radius. Required for campaigns to deploy. Enter the workspace's business address and a market-appropriate radius (5–10 mi urban, 15–25 mi suburban, 25–50 mi rural).

Cities, Zip Codes, Countries

Alternative location targeting. Most workspaces use Custom Locations instead.

Call to Action

FieldNotes
Website URLWhere Traffic/Conversion ads send users
Display URLShown in the ad (can differ from Website URL)

Lead Capture

FieldNotes
Lead FormPick from synced Meta Instant Forms. Sync Forms if missing.
Messenger TemplateFor Messenger-objective playbooks

Tabs and inheritance

TabBehavior
DefaultBaseline. Used unless overridden by an audience type.
Audience type (Database, Mass, etc.)Overrides Default for that type. Empty fields inherit.

CTA fallback: Audience-type CTA → Default tab CTA → Hub default.

Status indicators

IndicatorMeaningAction
🟢 Green dot on tabLocation setNone
🔴 Red dot on tabLocation missingSet Custom Locations or campaigns will fail to deploy

Save behavior

Most sections autosave. Custom Locations sometimes requires an explicit save click. Refresh after big changes to confirm.

Permissions

ActionHubWorkspace
Create / delete audience types
Edit Hub-locked fields
Adjust radius, CTAs, lead forms
Sync audiences and forms

Workspace edits to non-locked fields persist; Hub-locked fields show as read-only on the workspace side.