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.

Getting Started

Campaign Wizard: complete guide to every setting

A step-by-step guide to every section of the YieldBI Campaign Wizard, from templates and naming to targeting, tracking, ad set settings, and review.

Connecting your Meta Business account

How to connect a Meta Business account and its ad accounts to YieldBI, what access is requested, and how to fix the usual connection failures.

Media Studio: board overview

Learn the Media Studio canvas controls, start or reuse a board, load saved media, and choose the right node for your next creative step.

Media Studio: create a Brand Kit

Import a Brand Kit from your website, review its extracted identity details and colors, then save the approved kit for other creative nodes.

Media Studio: create a Product

Learn how to add a Product from a catalog, your library, a URL, or scratch, review its details, and generate a reusable product sheet.

Media Studio: create a Cast actor

Create a reusable Cast actor, set appearance and voice metadata, render a reference sheet, and use the result in Media Studio.

Media Studio: create Clothes and Props

Create an outfit or prop sheet in Media Studio, choose a presentation mode, and link an outfit to a Cast actor when needed.

Media Studio: create a Location

Define a Media Studio location, add visual references, render a location set, and connect the result to a creative workflow.

Media Studio: plan with Brain

Use the Brain node to turn a creative brief and selected source assets into a reviewable plan before generating images or video.

Media Studio: plan a Storyboard

Connect source assets, choose a planning model, write a storyboard brief, and generate visual frames for every selected shot.

Media Studio: turn shots into Scenes

Create video scenes from selected storyboard shots, check frame prerequisites, references, durations, and render settings.

Media Studio: create a Static Ad

Compose a static ad from selected references, review the draft, approve it, download it, or send its image to Asset Manager.

Meta Ads Concepts

Campaign structure: the hierarchy explained

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.

Bid strategies: Cost, Cap, and ROAS goals

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 ad set budgets

Campaign Budget Optimization lets Meta reallocate spend across ad sets automatically. When to use CBO instead of setting fixed budgets by hand.

Learning phase

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: break-even first, benchmarks second

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 margin-based ceiling

Cost per acquisition is only useful relative to margin. Why judging CPA against industry averages blinds you to real profitability.

Scaling ads: vertical vs. horizontal

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.

Ad fatigue and frequency: early cost warning

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

Build audiences from your website visitors and customers. Then extend them with lookalikes to reach similar people Meta can't find with broad targeting alone.

AOV: improve ROAS without changing 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 & break-even ROAS

Break-even ROAS is 1 divided by your profit margin. Why margin sets the target every ad has to clear, and how fees, discounts, and cost changes move it.

CAC and LTV: is growth actually sustainable

Why CPA and first-purchase revenue are incomplete, and how the LTV:CAC ratio reveals whether acquisition math truly works long-term.

Blended ROAS: the true revenue scorecard

Why total revenue divided by total spend matters more than platform-level ROAS, and how iOS tracking changes made blended metrics essential.

Broad vs. interest targeting: when to choose

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

Prospecting & retargeting: two jobs

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

Placements: why automatic beats Feed-only

Why restricting placements raises costs, and how to evaluate placement performance across Feed, Stories, Reels, and Audience Network.

Campaign objectives: who Meta reaches

The campaign objective decides which audience Meta shows your ads to. Why Sales works better than Traffic for most businesses, and how to pick the right one.

Pixel and Conversions API

Browser-side and server-side tracking complement each other. Why relying on one alone hides conversions, and the optimization cost.

Attribution windows: same spend, different ROAS

How attribution windows change reported performance, and when view-through conversions signal real impact versus capturing existing converters.

Offline conversions: closed sales Meta misses

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

Cost-to-be-seen, click-through rate, and cost-per-click chain from impression to conversion. Why cheap at one stage doesn't mean cheap at the end.

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

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 metric that matters

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.

UTM tracking: independent conversion view

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, trustworthy results

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: stronger than targeting

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

What Advantage+ automates across audiences, placements, and creatives, when it's effective, and why the existing-customer cap matters most.

Special ad categories and policy restrictions

Special ad categories (housing, employment, credit, social issues) face targeting limits on Meta to prevent discriminatory delivery.

Value rules: bid more for conversions worth more

How Meta value rules adjust bids for your most valuable segments, what value optimization requires, and how to manage rule values without over-tuning.

Demand creation vs. harvesting

Demand harvesting captures buying intent that already exists, while demand creation manufactures intent in people who were not looking to buy.

Meta ad status meanings

What Active, In Review, Learning, Limited, Rejected and other Meta ad statuses mean, and what to do when an ad, ad set or campaign shows each one.

Ad review and rejected ads

How Meta's ad review works, the most common reasons ads get rejected, and how to edit, appeal, or recover a disapproved ad without risking your account.

Ad account restricted

Why Meta restricts or disables ad accounts, the types of restrictions, how to appeal, and steps that lower the chance of losing access to your advertising.

Business portfolio feedback score

What Meta's feedback score is, how customer feedback affects ad delivery and costs, where to see your score, and how to improve a low rating.

Audience Network placement

What Meta Audience Network is, how it extends ads to outside apps and sites, its quality tradeoffs, and when to keep or exclude it from your placements.

Boost post vs Ads Manager

Boosting a post and building a campaign in Ads Manager both run ads, but they differ in objectives, controls, and tracking. Learn which fits your goal.

Creative & Testing

Creative testing: a system for winners

A repeatable creative testing system beats guessing. How to structure tests, read results, and turn testing volume into a steady supply of winning Meta ads.

Hook rate and thumb stop

Hook rate measures video viewers who keep watching past the first seconds. What it is, how to calculate it, and why it predicts performance.

Video metrics: hold rate and watch time

Hold rate, average watch time, and drop-off points show where a video ad loses viewers. How to read Meta video metrics and fix the weak moments.

UGC ads: creator-style beats polish

User-generated content ads look native to the feed and often beat polished production. What UGC is, why it works on Meta, and how to test it.

Ad angles: multiple pitches, same product

An ad angle is the reason a specific person should buy. How to find angles, why they matter more than production quality, and how to test them on Meta.

Static vs video: which format to test and when

Static images and video ads each win in different situations. How they compare on cost, speed, and performance, and when to reach for each on Meta.

Iterations vs. new concepts on Meta

Iterating on a winner and inventing a new concept are different tasks with different odds. When to refine what works and when to start fresh on Meta.

What makes a winning ad, measured not felt

A winning ad is defined by numbers, not taste. The signals that identify a winner early, from hook rate to cost per result, and how to confirm one.

Customer awareness stages in your funnel

Five awareness stages from unaware to most-aware, and which messaging works at each. Why showing the wrong message to the wrong stage kills performance.

Post-click experience

A strong ad fails on a weak landing page. How post-click experience affects conversion rate and CPA, and what to align on Meta.

Staged validation: stop/go gates

Staged validation tests a product through a sequence of stop or go gates, cheapest question first, before spending on the next, pricier gate.

Meta Ad Library for research

How to use the Meta Ad Library to study competitor and category ads: what it shows, what it hides, and how to turn what you find into test ideas.

Partnership ads explained

Partnership ads let a brand run paid ads through a creator's handle. Learn how permissions work, why they help, and what to set up before you launch.

Preserving social proof with post IDs

Likes, comments and shares attach to a post ID. Learn how ad changes can reset social proof and how to reuse an existing post to keep it, plus when to avoid it.

Meta ad specs, sizes and ratios

A practical guide to Meta ad aspect ratios, safe zones and file basics for feed, Stories and Reels, with advice on checking Meta's current specs.

Measurement & Incrementality

Incrementality testing

Incrementality measures the sales that would not have happened without your ads. Why reported ROAS overstates impact, and how holdout tests reveal the truth.

Conversion lift: Meta's own holdout test

A conversion lift study holds out a control group to measure incremental conversions. How Meta lift tests work, what they tell you, and their limits.

Geo holdout testing

Geo holdout tests pause ads in some regions to measure lift against comparable ones. How geo testing works and when it beats pixel-based attribution.

Marketing mix modeling

Marketing mix modeling uses statistics, not pixels, to estimate each channel's contribution. What MMM is, why it returned after iOS, and its trade-offs.

iOS ATT: what opting out did to Meta tracking

Apple's App Tracking Transparency let users block tracking, breaking parts of Meta attribution. What changed, what still works, and how advertisers adapted.

Modeled conversions: filling tracking gaps

When tracking is blocked, Meta estimates conversions with modeling. What modeled conversions are, why they appear in reports, and how to treat them.

Statistical significance in ad tests

A test result can be noise, not signal. What statistical significance means for ad testing, how much data you need, and how to avoid calling winners early.

First vs. last click attribution models

First-click and last-click attribution credit different touchpoints, changing which channel looks best. How each model works and why the choice matters.

Party data types explained

First, second, third, and zero-party data: what each is, why third-party faded, and how first-party data drives Meta targeting today.

When Meta's numbers don't match your backend

Meta's reported conversions rarely match your CRM or store analytics. The common reasons why, which number to trust for what, and how to reconcile the gap.

AI feedback loops and your data

A feedback loop records a decision, observes its outcome, and uses the gap between them to make the next advertising decision faster and better.

Agent scaffolding vs. fine-tuning

Scaffolding is the tools, context, and checks built around a model; fine-tuning adjusts its weights. Most operational work needs the former.

Agent Integration Layer for Stores

Understand Agent Integration Layers for personal AI assistants, including Agent UI, Agent Harness, discovery, protocols, gateways, checkout, and orders.

Custom conversions and custom metrics

Custom conversions track specific actions by URL or event rule. Custom metrics combine fields into your own measures. When to use each in Meta Ads Manager.

Server-side tracking and cookieless measurement

Server-side tracking sends conversion events from your server to Meta instead of relying on browser cookies. How it works, what it fixes, and its limits.

Optimization & Scaling

Optimizing Meta ads: the core loop

How to optimize Meta ads: choose the right conversion event, feed the learning phase, simplify structure, refresh creative, and scale what works.

Meta auction mechanics

Meta ads run on an auction that weighs your bid, estimated action rate, and ad quality. How the auction picks winners and what that means for your costs.

Audience saturation: reaching the same people

Saturation is when an audience has mostly seen your ads and returns diminish. How to spot it in frequency and cost trends, and how to expand reach.

Budget pacing: why Meta doesn't spend evenly

Meta paces budget across the day to win the best auctions, not to spend evenly. How pacing works, why spend looks lumpy, and when to stop worrying.

Kill criteria: deciding when to cut an ad

Clear kill criteria stop you from wasting spend on losing ads or cutting winners too soon. How to set thresholds by spend, cost per result, and time.

Campaign consolidation for faster learning

Splitting budget across many ad sets starves each of data. Why consolidating campaigns speeds learning and stabilizes delivery on Meta, and when not to.

Cost caps: steering spend toward a target CPA

A cost cap tells Meta the average cost per result you can accept. How cost caps differ from lowest cost and bid cap, and how to set one without choking delivery.

Dayparting: running ads only when they pay

Dayparting schedules ads for the hours and days that convert best. When ad scheduling helps, when it hurts learning, and how to test it on Meta.

Frequency capping explained

Frequency capping limits ad exposure per person. When to use caps, when they help vs. hurt delivery, and how they relate to ad fatigue.

Meta ads not delivering

Ads not delivering on Meta? Check status, budget, billing, audience size, and learning phase to find why an ad set spends little or nothing.

Meta ads not converting

Ads getting clicks but no conversions? Work through tracking, landing page, offer, audience, and creative in order to find where the funnel leaks.

Meta opportunity score

Meta's opportunity score rates how well an ad account follows best practices. What it measures, what its recommendations mean, and when to ignore them.

Duplicating ads and ad sets

Duplicating an ad or ad set copies its settings into a new one. How it affects the learning phase, social proof, and testing, and when to avoid it.

Automated rules in Meta Ads

Automated rules let Meta pause, scale, or notify you when a campaign, ad set, or ad meets a condition. How they work, safe uses, and where they backfire.

How to set a starting ad budget

A starting Meta ads budget should fund enough conversions to learn from. A worked formula using target CPA, plus how to adjust for testing and margin.

Ecommerce Metrics

Contribution margin: your acquisition ceiling

Contribution margin is the money left from a sale after variable costs. Why it, not revenue or ROAS, sets how much you can spend to acquire a customer.

New-customer CAC: new growth vs. repeat

Blended CAC hides whether ads bring new customers or just repeat ones. Why new-customer acquisition cost is the number that reflects real growth on Meta.

Payback period: cash return timeline

Payback period is the time it takes a customer to repay their acquisition cost. Why it governs how fast you can scale ad spend without running out of cash.

Dynamic product ads catalog

Dynamic product ads pull from a catalog to show each person the products they viewed. How DPAs and the catalog work, and where they fit in a Meta funnel.

POAS: profit on ad spend

Profit on ad spend (POAS) measures return against profit instead of revenue. Why POAS can flip which campaigns look best, how to calculate it, and its limits.

What is DTC: selling direct

DTC means selling directly to end customers with no retail or wholesale intermediary, trading acquisition costs for margin, data, and control.

DTC channel mix and sequencing

Channel mix is the set of acquisition channels a DTC brand runs and the order it adds them, with each new channel costing learning time and measurement clarity.

The four growth constraints

Ecommerce growth is limited by whichever of four constraints binds first: margin, acquisition efficiency, creative supply, or cash cycle.

PMF for physical products

Product-market fit for a physical good shows up as repeat purchase, low returns, and organic demand, not the retention curves software PMF relies on.