Plan and create
Ad Planner
Build a media plan for channels, audiences, messages, formats, and spend
Ad Planner turns a defined campaign objective into a reviewable media plan that can guide creative production and launch
What this workspace includes
- Objective and offer
- Audience segments
- Channels and formats
- Messaging concepts and budget direction
Complete workflow
- 1
Choose the objective
Start with the intended conversion or business result
- 2
Review the audience
Confirm fit, geography, and relevant signals
- 3
Compare recommendations
Inspect channels, formats, messages, and spend
- 4
Use the plan
Continue into Creatives or Launcher
How records and settings behave
- Plans stay associated with the client
- Plan output does not alter connected ad accounts
- Launch happens later through Launcher
Working effectively
- Align the plan to available creative
- Confirm measurement before setting spend
- Keep the plan focused on one offer
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Ad Planner?
Start with the intended conversion or business result
When is my work saved?
Plans stay associated with the client
How do I confirm the result?
Return to the related list or detail view and review its current status. Launch happens later through Launcher