Manage a Meta Campaign

Turn campaign results into practical next steps for your offer, audience, budget and follow-up.

In the CRM: Social Media → Meta Ads → Campaigns → Open a campaign

Bring the campaign and its next step together

Open a campaign name from Meta Campaigns to see its performance, current settings and management options. This is the working space for an existing Facebook or Instagram promotion.

For a local consultation offer, review the cost of generating enquiries, the audience receiving the ad and the way each enquiry reaches your team. The same workspace helps a lead seller connect an offer with the right buyer and follow-up process.

Meta campaign performance, configuration and Supervisor management cards — The current campaign overview. The campaign ID is an example; a dash indicates that a result is unavailable. Select the image to enlarge it.

Choose the part of the campaign you want to improve

Choose the part of the campaign you want to improve
Tab	How it helps your business
Overview	Read performance and observed campaign settings. Open reporting or ask Supervisor about the next step.
Ad sets & ads	Work with the audiences and individual ads beneath the campaign. Select the item before editing or duplicating it.
Budget & allocation	Review where the budget is held, platform allocations and available scheduled increases.
Delivery & tracking	Review delivery settings, dates, URL parameters and website tracking for the selected ad set or ad.
Ads & media	Organize the images, videos and ads used to present your offer.
Forms & lead delivery	Connect Meta instant forms with the intended CRM groups, so new enquiries reach the right workflow.
Targeting	Review locations, audiences and saved targeting for the service or product you promote.
Tests & studies	Read the studies reported for the campaign when comparing advertising approaches.
Bidding	Review bidding settings and the available value rules alongside the performance evidence.
Management & activity	Set up recurring Marketing agent reviews and follow saved reviews, corrections and campaign changes.

Make a focused campaign change

Use the campaign’s Review pause or Review enable control when changing ad delivery. Use Rename to give the campaign a clearer internal name, or Clone campaign to start another version of the offer. Check the new version’s settings before launch.

Choose the campaign and the relevant ad set or ad.
Open the matching tab and read the current saved settings.
Use the available Edit control to prepare the intended change. Review the campaign, selected item, amount and dates before confirming.
Follow the saved change in Management & activity. Read its recorded outcome before deciding on the next action.

Give the Marketing agent a clear brief

Open Management & activity, then Set up management. Choose Suggest & approve when you want to review each proposed campaign change. Choose Autonomous correction when you want the Marketing agent to apply the specific corrections you authorize within your chosen limits.

Choose how often results should be reviewed, the number of days to consider, and how long to wait for late conversions. Set an expiry date and the daily AI allowance. This allowance pays for scheduled reviews from your Mango9 wallet; advertising spend remains with the advertising account.

Enter the campaign budget limit in the account currency. Review the available correction choices, directions and bounds. Use Review settings to check the exact proposal, then authorize it when it matches your instructions. A saved spending target helps compare progress over a date range.

Meta campaign management setup with approval modes, review schedule and budget fields — The current management setup, shown with an example campaign name. Choose the schedule and limits for your own offer. Select the image to enlarge it.

Use Supervisor and follow the results

Ask Supervisor to help organize a campaign review: “Review my consultation campaign, compare enquiry costs and help me improve follow-up.” Open it from Ask Supervisor or Set up with Supervisor.

The management page shows the saved mode, next review, expiry, permitted corrections and review history. Open the recorded review or original correction to understand what was proposed and what happened.

Pause management stops future agent reviews and corrections. The campaign’s ad-delivery switch is managed separately, so use the appropriate control for the action you intend.

Connect advertising to calls, texts and appointments

Telnyx is your carrier for the business numbers you buy. Use the intended number in your marketing, assign extensions to staff or buyers, and route responses to the team handling that offer.

A configured AI agent can answer calls, continue an SMS conversation and book appointments using its connected tools. SMS templates give staff and automated follow-up a consistent starting point. For lead and call sales, connect the offer to the relevant Sell Leads & Calls campaign and buyer requirements.