Meta Ads

Meta Ads Launch Checklist: Facebook & Instagram Setup

A step-by-step Meta Ads launch checklist ensuring your Facebook and Instagram advertising campaigns are correctly set up before spending — covering Pixel installation, audience creation, campaign structure, and creative requirements.

38 checklist itemsMeta AdsFacebook AdsAd Launch Checklist

The Complete Checklist

Create Meta Business Manager account (business.facebook.com)
Add your Facebook Page to Business Manager
Add your Instagram Business account to Business Manager
Create Ad Account within Business Manager
Install Meta Pixel on your website (via GTM or direct code)
Verify Pixel is firing using Meta Pixel Helper browser extension
Set up Standard Events: ViewContent, AddToCart, Purchase, Lead (relevant to your goal)
Set up Conversions API alongside Pixel for improved accuracy
Set up domain verification in Business Manager
Verify Aggregated Event Measurement is configured (for iOS optimization)
Create Custom Audiences: all website visitors (180 days), purchasers (180 days)
Create Lookalike Audiences from your best customer source audience
Upload customer email list as Custom Audience if list has 1,000+ emails
Verify Facebook Commerce Manager is set up (for Shopping campaigns)
Connect product catalog to ad account (for Dynamic Product Ads)
Prepare ad creative: 3–5 image variants, 2–3 video variants per ad set
Resize all creative to platform specs: 1:1 square, 9:16 vertical for Stories/Reels
Ensure all images have less than 20% text (heavy text reduces delivery)
Write 5 headline variations and 3 description variations for testing
Set up UTM parameters for all ad destination URLs
Choose campaign objective aligned with your actual goal (Conversions, Lead Gen, etc.)
Structure campaign: 1 campaign → 2–3 ad sets → 3–5 ads per ad set
Set campaign budget at ad set level (CBO) or campaign level (ABO)
Set minimum daily budget: ₹500/day per ad set for meaningful data
Enable Advantage+ Audience or use detailed targeting with interest overlays
Exclude existing customers from prospecting campaigns
Set frequency caps for awareness campaigns (no more than 3x/week)
Create separate retargeting campaign targeting website visitors
Set up 7-day click and 1-day view attribution window
Preview all ads across all placements before publishing
Enable Auto Placements for first campaign (let Meta optimize)
Set campaign end date if running a limited-time promotion
Double-check conversion event is correctly set on Ad Set
Submit ads and wait for Meta review (typically 1–24 hours)
Monitor first 48 hours carefully for delivery issues or rejection
After 3–5 days: review early CPM and CTR data — pause outliers
After 7 days: identify best-performing ad creative — pause underperformers
After 14 days: optimize audiences based on initial conversion data

Pro Tips

Never launch without Pixel — every day without Pixel data is audience signal you can never recover

Fund Meta Ads account with a credit card for immediate launch without bank transfer delays

Start with ₹500–1,000/day minimum per ad set — too-low budgets prevent Meta from exiting the learning phase

Test 3–5 creative variants per ad set in the first month — creative is 80% of performance on Meta

Retargeting campaigns should always run alongside prospecting — they typically deliver 3–5x better CPA

Frequently Asked Questions

Frequently Asked Questions

Meta's learning phase requires 50 optimization events per ad set within 7 days to exit. With a daily budget of ₹1,000 and typical CPL of ₹500, you'd need ₹25,000 in spend for 50 events. If you cannot achieve this, use Campaign Budget Optimization (CBO) to pool budget across fewer ad sets, consolidating optimization events faster.

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