Playbooks
Campaign blueprints — Hub configures once, workspaces opt in with one click.
Playbooks abstract Meta's Campaign → Ad Set → Ad structure. Hub admins design; workspaces deploy.
How it works
- Hub creates a Playbook — campaign objective, targeting, budget range, creative guidelines
- Workspaces browse and opt in — choose a playbook, provide their details, click Deploy
- Flamel builds the Meta campaign automatically
- Both sides monitor — Hub in Command Center, Workspace in their My Playbooks
Pick your side
You design the playbooks workspaces opt into.
| Task | Where |
|---|---|
| Build a new playbook | Creating playbooks |
| Monitor opt-ins and approve workspace creative | Managing playbooks |
| Add copy variations | Scribe ↗ |
| Set up Lead campaigns | Lead capture |
| Bulk-edit live campaigns | Command Center |
Prerequisites: Ad Configuration set up with audience types; workspaces have their Meta ad accounts connected.
You opt into playbooks your Hub has published.
| Task | Where |
|---|---|
| Browse the playbook shop | Paid Social Ads → Playbooks → Shop |
| Opt in to a playbook | Opting in |
| Click-by-click reference | Opt-in walkthrough |
| Use your own media | Scribe: Workspace media ↗ |
| Manage live campaigns | Playbooks → My Playbooks |
Prerequisites: Connected Facebook/Instagram, payment method on file, monthly budget set by your Hub.
Quick reference
Playbook types
| Type | Behavior |
|---|---|
| One-Time | Single run with fixed dates — seasonal promotions, launches |
| Evergreen | Workspaces can re-run repeatedly — ongoing offers |
Launch modes
| Mode | Behavior | Workspace action required? |
|---|---|---|
| Opt-In | Workspaces choose to participate | Yes |
| Deploy Immediately | Auto-launches across eligible workspaces | No |
Creative sources
| Source | Who provides | Hub review? |
|---|---|---|
| Playbook-Level | Hub uploads media | No |
| Workspace-Level | Workspace uploads during opt-in | Yes |
| Boosted Posts | Workspace picks an organic post | No |
Budget allocation
| Strategy | How it works | Best for |
|---|---|---|
| CBO (recommended) | Meta distributes across ad sets | Most campaigns |
| Equal | Even split | Simple, balanced |
| Percentage | Hub-defined split | Different campaign priorities |
Opt-in statuses
| Status | Meaning |
|---|---|
| Pending / Deploying | Submitting to Meta |
| In Review | Hub reviewing workspace creative |
| Active | Live |
| Changes Requested | Hub asked workspace to update media |
| Failed | Deploy error — investigate |
| Completed | Hit end date |
| Paused | Manually stopped |
| Cancelled | Workspace cancelled |
| Questions Only | Answered questions, no ads deployed |
Common questions
Targeting
Can workspaces set their own targeting?
Partially. With the paid_ads_management permission, workspaces can adjust their targeting radius (1–50 mi) and add custom audiences in Ad Configuration. They cannot change audience types or detailed Hub-locked targeting.
Can I change which audience type a workspace uses? Audience types are configured in Ad Configuration, not in the playbook. The playbook picks the audience type at the ad-set level; each workspace's specific config for that type is pulled at deploy.
How do I grant a workspace more control?
Organization → Permissions → enable paid_ads_management on the workspace owner's role. Super Admins get it by default.
Creative
Can I override creative that doesn't pass brand standards? Yes. For Workspace-Level creative, use Request Changes in the review queue. The workspace updates and resubmits until approved. See Managing playbooks.
Can I add copy variations after the playbook is published? Yes. Edits apply to future opt-ins. Scribe ↗
Why is creative locked once deployed? Meta caches ad assets at the campaign level. Editing in Flamel wouldn't propagate. Use Open in Ads Manager on the opt-in card to edit a live campaign in Meta directly.
Budgets
Can a workspace change its budget mid-campaign? Yes via Command Center (Hub admin) or by editing in Meta Ads Manager. Increases mid-cycle may trigger a prorated Stripe charge if the increase moves them past their monthly budget.
Does committed playbook spend reduce the workspace's monthly budget? Yes. The Budgets page shows committed spend from active playbooks alongside the monthly budget.
What's the minimum budget? $1/day for Daily; $5 lifetime for Lifetime. Meta may also enforce its own minimums depending on objective.
Schedule
Can I extend an active campaign? Yes — bulk update end dates via Command Center ↗.
Why can't workspaces start campaigns immediately? Meta requires ad-set start times ≥24 hours in the future for proper indexing and audience preparation.
Lead capture
Why do I need separate forms per workspace? Each form routes leads to a specific Page Inbox / CRM. One form across workspaces would funnel everyone to one location. See Lead capture playbooks.
My form isn't showing up in Ad Configuration. Click Sync Forms in the workspace's Ad Configuration → Lead Capture section. Confirm the form is published (not draft) and copied to the workspace's Page in Meta.
Operations
A workspace's deployment failed. What now? Check the error on the opt-in card. Common causes: pixel not configured, ad account suspended, Page permissions revoked. Fix the underlying issue, then have the workspace resubmit.
Can I see how the playbook is performing across all workspaces at once? Open the playbook → Performance tab, or use Command Center.
Can workspaces use Messenger ads? Not currently. Contact support if this is a priority.
A franchisee is leaving — what happens to their active playbooks? Follow Close a workspace: cancel their playbooks first, then disconnect socials and delete.
More
- Ad Configuration — the targeting backbone playbooks pull from
- Command Center — Hub-wide management