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Facebook’s Ad Planner: Everything You Need To Know

Abhishek Agrawal
By Abhishek A Agrawal
December 30, 2021
Table of Contents

    Facebook ads are an incredible way to market your business automatically, but sometimes reaching the right audience is tricky. 

    Fortunately, Facebook now offers an Ad Planner (Campaign Planner) that combines statistical powers of Facebook with Google’s demographic and interest data to give you the most comprehensive picture of your target audience. 

    A tool that helps you create effective marketing campaigns and achieve your business goals. Isn’t that awesome?

    To know more about this magical tool, read further as our article Facebook’s Ad Planner: Everything You Need To Know, guides you through it .

    What is Facebook’s campaign planner?

    Facebook’s Campaign Planner is a standalone tool for you to draft, compare, share and buy media plans on Facebook, Instagram, and Audience Network.

    You can use it to create marketing campaigns for your business and analyze the predicted results even before actual execution.

    For example, it gives you insights on

    • Reach – number of people you can reach (based on your budget and time frame)

    • Daily Budget – required to reach a specific number of people

    • Retargeting  – percentage of people predicted to see your retargeted ads

    • Viewership – percentage of people likely to see your ad on placements like Facebook News Feed, Instagram story, etc

    Once you get these insights, you can B.T.O your strategies

    • Build

    • Test 

    • Optimize

    Just imagine, all this without spending a penny!

    Access Facebook campaign planner

    First and foremost, to access the Facebook Campaign planner, you must have:

    • A qualified ad account

    • A Business Manager account, and

    • Run a Reach and Frequency Buying campaign

    To access this planner,

    • Click on ‘All Tools’

    • Under advertise section, Click on ‘Campaign Planner’

      campaign-planner-menu

    Get Started with the Campaign Planner

    To get started with your Campaign planner, you must first create a plan.

    How to create a Facebook ad plan?

    1. Access your Campaign Planner (using the above steps)

    2. Select your account for creating plans in the Business Manager

    3. Click the ‘Create Plan’ button

    4. Type your plan name in the Untitled plan section

    5. Click ‘Add a Version’ to create and compare different versions of your plan*

    6. Assign a name to each version that you have created

    7. Add the following details for each version created

      • reach,

      • budget, and

      • campaign dates

    8. Click the ‘Reserve for Purchase’ button and reserve one of your plans with the ‘Reach and Frequency Buying tool’

    *You can create up to 10 versions within a single plan

    Check your ad predictions

    You can check your prediction in the status column, which indicates whether each version is up to date and ready to serve. It is present next to each version of your plan.

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    Access old plans and versions

    You can see your old plans and versions on the home screen of Campaign Planner.

    To get back to the home screen, click  > All Tools > Campaign Planner.

    Facebook Campaign Planner – Advantages

     Facebook Campaign Planner has various advantages. It lets you :

    • Create and save Reach and Frequency predictions

    • Create multiple versions of a plan and compare them. This helps you find the best settings for each campaign you plan

    • Buy your plan in the updated Ads Manager

    • Share your plans with others in various formats including email, a preview link, or .csv

    “>Facebook Campaign Planner – Advantages

     Facebook Campaign Planner has various advantages. It lets you :

    • Create and save Reach and Frequency predictions

    • Create multiple versions of a plan and compare them. This helps you find the best settings for each campaign you plan

    • Buy your plan in the updated Ads Manager

    • Share your plans with others in various formats including email, a preview link, or .csv

    Share your  Facebook Campaign plan

    Just follow these 5 easy steps and share your campaign plan with your team

    1. Select the Share button.

    2. From the dropdown menu, select the preferred format :

      •  Email

      •  Shareable link

      •  CSV file

    3. Choose 1 of the 2 options:

      Allow purchasing Allow copy saving

      If you want people to purchase inventory from your plan, switch this on.

      People can then directly purchase within Campaign Planner instead of having to recreate the plan in Ads Manager.

      Granted, the recipient of your shared plan has :

      • advertiser permissions for the Page and

      • an ad account associated with the plan

      If you want people to save a copy of your plan to their Campaign Planner, switch this on.

      It is useful when you have multiple members accessing your plan as it allows the  planning and buying teams to collaborate easily.

      However, the recipient of your shared plan must :

      • be an employee in Business Manager associated with the plan

      • have access to the Page at least as analyst

      • have an ad account associated with the plan

    4. Select the details you wish to share:

      • Pricing (budget and CPM)

      • Audience

      • Objective and ad type

      • Placement distribution

      • Frequency distribution

      • Spend-per day

    5. Click Send.

    IMP: All the above steps will work only if the plan is shared with someone in the same Business Manager account.

    But if you need to share it outside, then it is impossible through the planner. You will need to share it manually through screenshots or by writing it down.

    Sharing a plan looks simple but What happens when a plan shared through Campaign Planner is edited?

    It gives them the power to edit it. However, you won’t get notifications for the same. But if you want to be notified, you may request access to their edited plans.

    FAQs about Facebook Ad Planner

    Is Facebook campaign planner free?

    Yes, the Facebook Campaign Planner is free. But it is available only to qualified Ad accounts that use Reach and Frequency buying campaigns.
    Abhishek Agrawal
    Author - Abhishek A Agrawal
    Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.
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