Meta Ads Configuration Guide

Connect your Meta Ads Manager account (Facebook & Instagram Ads) to Septra for automated performance auditing, creative engagement analysis, and cross-channel campaign attribution.

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1. Overview & Value to Your AI Team

Integrating Meta Ads connects your Facebook and Instagram advertising telemetry directly to your workspace AI team (CMO Agent and Paid Ads Optimizer).

Once connected, your AI agents will:

• Monitor Meta ad set performance, spend, impressions, link clicks, and conversion rates.
• Evaluate ad creative effectiveness across Facebook Feed, Instagram Stories, and Reels.
• Track audience demographic performance breakdowns (age groups, gender, geographic regions, platform devices).
• Provide data-driven suggestions for scaling top-performing ad creatives and trimming fatigued ad sets.

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2. Prerequisites Before Connecting

Before starting the setup, confirm you have:

1. Septra Role: Owner or Admin role in your Septra workspace.
2. Meta Business Manager Access: Admin or Finance/Analyst permissions on the Meta Ad Account you want to connect.
3. Facebook Login: Access to the Facebook personal account associated with your Meta Business Manager.

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3. Step-by-Step Connection Instructions

Follow these steps to connect Meta Ads:

Step 1: Open Intelligence Sources

1. Log in to your Septra Workspace.
2. Click Intelligence in the left sidebar.
3. Scroll to the Advertising section.

Step 2: Select Meta Ads Connector

1. Click Add Connector in the Advertising section header.
2. Choose Meta Ads from the connector menu.
3. You will be redirected to Facebook's secure login authorization popup.

Step 3: Grant Meta Permissions

1. Log in with your Facebook account if prompted.
2. Select the Meta Business Manager and Ad Accounts you want Septra to access.
3. Confirm the read-only access permissions (*adsread*, *readinsights*).
4. Click Done to return to Septra.

Step 4: Choose Target Ad Account

1. On the Septra configuration screen, select your desired Meta Ad Account ID.
2. Click Save & Connect.

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4. Data Sync & Status Management

• Automated Daily Sync: Septra automatically updates Meta ad metrics every day at 08:00 UTC.
• Manual Sync: Refresh your data instantly by clicking Sync Now inside Intelligence → Meta Ads.
• Status Indicators:
  • Connected (Green): Account linked and active.
  • Connecting (Yellow): Data ingestion in progress.
  • Expired / Error (Red): Meta token expired. Click Re-authenticate to sign in again.

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5. Privacy, Security & Safeguards

• Read-Only Access: Septra accesses Meta Ads through read-only scopes. Septra cannot launch ads, modify bids, or spend money on your Meta account.
• Creative Protection: Image and video creative assets are analyzed solely for performance telemetry and are never shared or published externally without approval.
• Enterprise Security: All authentication tokens are stored securely using AWS KMS encryption.

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6. Troubleshooting & FAQs

Q: Why don't I see my Meta Ad Account in the dropdown?

Verify that your Facebook account has explicit access to the Ad Account inside Meta Business Manager (business.facebook.com). If the account belongs to a client or agency Business Manager, ensure your user ID has been granted access.

Q: Why is my connection showing an error status?

Meta access tokens expire periodically (or when Facebook passwords are changed). Navigate to Intelligence → Meta Ads and click Re-authenticate to refresh your connection.