Docs

Guides for getting the most out of YieldBI.

Setup walkthroughs and platform guides, from connecting your Meta account to reading your daily growth recommendations.

Meta Ads Concepts

Campaign structure: what lives at the campaign, ad set, and ad level

Meta's three-tier hierarchy explained the way YieldBI reads it, objective at the campaign, targeting and budget at the ad set, creative at the ad.

Choosing a bid strategy: Lowest Cost, Cost Cap, Bid Cap, and Minimum ROAS

How Meta's four bid strategies control auction spend, and how to pick the right one as a campaign matures inside YieldBI.

CBO vs. ABO: who controls the budget across your ad sets

How Campaign Budget Optimization distributes spend across ad sets automatically, when to use it instead of setting budgets by hand, and how it interacts with the Campaign Wizard's variants.

The learning phase: why new ad sets are unstable, and how to exit it faster

What triggers Meta's learning phase, why costs run high while it's active, and how to get an ad set through it without resetting progress.

ROAS: reading return on ad spend against your real break-even

Why a headline ROAS number can't be judged on its own, how it relates to CPA and AOV, and how YieldBI compares it against your actual break-even target.

CPA: setting a ceiling instead of chasing a number

How cost per acquisition is calculated, why it needs to be judged against margin rather than industry averages, and how it interacts with bid strategy and structure.

Scaling: vertical budget increases vs. horizontal expansion

Why doubling a budget doesn't double revenue, the prerequisites worth checking before scaling, and how YieldBI's Growth Priority decides which lever to pull.

Frequency and ad fatigue: the lagging signal behind rising costs

How frequency measures repeat exposure, why it's the earliest real warning sign of fatigue, and how to catch it before CPA moves.

Custom and lookalike audiences: building from who already converted

How custom audiences turn website visitors and buyers into targeting sources, how lookalikes extend them to new people, and where broad targeting starts to compete with both.

AOV: the lever that improves ROAS without touching your ads

How average order value is calculated, why it's the one profitability lever independent of ad performance, and how it feeds into your break-even math.

Profit margin and break-even ROAS: the floor everything else gets measured against

Why net margin (not gross) sets your real break-even ROAS, and why that number moves with fixed marketing fees, discounts, and cost changes you might not have re-checked.

CAC and LTV: judging an acquisition by more than its first sale

Why CPA understates true acquisition cost, why first-purchase revenue understates a customer's real value, and how the ratio between the two tells you whether growth is sustainable.

Blended ROAS / MER: the scoreboard number when attribution can't be trusted

Why total revenue over total marketing spend is worth checking alongside platform-reported ROAS, especially once multiple channels and iOS tracking limits are in play.

Broad vs. interest targeting: when to let go of the audience picker

Why Meta's own signal often out-targets a hand-picked interest list, and when narrowing the audience yourself still earns its keep.

Prospecting and retargeting: two different jobs, one budget

Why cold and warm audiences need separate budgets, separate creative, and separate judgment, and what happens when one starves the other.

Placements: why letting Meta choose usually beats picking Feed only

How cost and behavior differ across Feed, Stories, Reels, and Audience Network, and why restricting to the highest-CTR placement often raises cost per result.

Campaign objectives: telling Meta what to optimize, not just what to run

Why the objective picked at the campaign level decides which slice of Meta's users you reach, and what goes wrong when it doesn't match the actual business goal.

Pixel and Conversions API: why tracking needs both a browser and a server path

How browser-side and server-side tracking complement each other, why relying on one alone leaves conversions invisible to Meta, and what that costs in optimization quality.

Attribution windows and view-through conversions: same campaign, different number

Why the same spend can report very different ROAS depending on the click/view window chosen, and when a view-through conversion is real versus just an audience that was already converting.

Offline conversions: telling Meta about the sale it can't see

Why phone orders, in-store purchases, and closed CRM deals need to be sent back to Meta explicitly, and what happens to optimization when they aren't.

CPM, CTR, and CPC: the auction funnel before a conversion ever happens

How cost-to-be-seen, click-through rate, and cost-per-click chain together, and why a cheap number at any one stage doesn't guarantee a cheap outcome downstream.

CPL: a cheap lead isn't the same as a good one

Why cost per lead needs to be read against close rate and customer value rather than judged on its own, and where chasing a lower number backfires.

Impressions and reach: views versus people, and why the gap matters

How impressions and reach diverge as frequency rises, and why reporting one as if it were the other overstates or understates who an ad actually touched.

Conversions: the one metric everything else is a step toward

Why the conversion event chosen for optimization matters more than the count itself, and what happens when Meta doesn't have enough of them to learn from.

UTMs: a second, independent view of where a conversion actually came from

Why URL tagging gives analytics tools a view Meta's own reporting can't provide on its own, and where inconsistent naming quietly breaks it.

A/B testing: one variable at a time, or the result means nothing

Why changing more than one thing between two ad versions invalidates the test, and how much budget and time an honest result actually needs.

Ad creative: the lever targeting can't compensate for

Why creative quality drives CTR, CPC, and ROAS more directly than any audience decision, and where format mismatches quietly waste a well-targeted budget.

Advantage+: handing Meta the controls, and what that trades away

What Advantage+ automates at the audience, placement, and creative level, when it's ready to take over, and why the existing-customer budget cap is the one setting worth not skipping.