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Understanding actions for campaigns, ad sets, and ads

Explains the available actions per entity (e.g. delete, view logs), how actions behave for selection and any restrictions based on status.

Igor Simovic avatar
Written by Igor Simovic
Updated over 3 weeks ago

Summary

Learn what actions are available at each level of your campaign hierarchy and how they impact delivery. This guide outlines the operations for campaigns, ad sets, and ads, helping you choose the right action for your workflow.

How It Works

Campaign Insights offers contextual actions based on the type of item selected and its current state. The options for campaigns, ad sets, and ads vary, and availability depends on whether items are drafts, published, or have conflicts. The action menu displays only relevant operations, and some actions require confirmation to prevent accidental changes.

Before You Begin

  • Understand the campaign hierarchy and dependencies.

  • Actions may be restricted by permissions or the item's state.

  • Some actions cannot be undone.

Item level Instructions

Campaign-Level Actions

  • Edit Campaign: Update campaign settings such as objectives, budgets, and schedules.

  • Duplicate Campaign: Copy the entire structure as a draft for further modifications.

  • Activate or Pause: Start or stop delivery for the campaign and all its ad sets and ads.

  • Delete: Permanently remove a campaign while retaining historical metrics. Cannot be undone.

  • View Logs: Review a history of campaign updates and changes.

  • Copy Meta ID: Copy the campaign's Meta ID for reference.

  • Change Budget: Adjust daily or lifetime budgets directly from the campaign view.

Ad Set-Level Actions

  • Edit Ad Set: Update targeting, placement, budget, and schedule.

  • Activate or Pause: Start or stop delivery without affecting other ad sets.

  • Change Budget: Quickly update daily or lifetime budgets.

  • Copy Meta ID: Copy the ad set's Meta ID for reference.

Ad-Level Actions

  • Edit Ad: Update creative elements, copy, or call-to-action.

  • Preview: See how the ad will appear in Meta's preview tool.

  • Activate or Pause: Manage delivery for individual ads.

  • Copy Meta ID: Copy the ad's Meta ID for reference.

FAQs

Q: Why are some actions unavailable?
​A: Actions may be disabled due to the item's state, your permissions, or because you have selected mixed entity types.

Q: Can I perform actions on mixed types?
​A: No, you can only select campaigns, ad sets, or ads of the same type to perform actions.

Q: How quickly do changes apply?
​A: Edits to published campaigns are applied and published automatically as soon as possible.

Q: Can I undo actions?
​A: Most actions cannot be undone. For changes that are not permanent, you can manually reverse them or discard drafts before publishing.

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