Set up Ad Rules

Ad Rules watch your campaigns, ad sets or ads so you don’t have to check them repeatedly. A rule reads like one instruction: when this happens, for these objects, and these conditions match, take this action.

For related setup tasks, read Create a campaign and Use Value Rules.

Before you start

• Connect Meta and select the right ad account at the top of Ad Rules.
• Decide what you’d do if the rule matched. If you’d need to investigate first, start with a notification.
• Pick a threshold and time window that fit the campaign’s goal. There are no recommended values; use your own operating limits.

Choose what the rule should do

Situation	Suggested setup
A bid or other setting changes	A setting changes trigger + notification
Spend crosses a limit	A metric crosses a threshold on Amount spent + notification
Spend crosses a limit with no purchases	Spend trigger + a purchase-count condition + notification
A condition should stop delivery	Matching trigger and conditions + Pause
A condition should resume delivery	Matching trigger and conditions + Turn on

Keep each rule focused on one decision, and name it for that decision, for example T-shirt campaign · Bid change alert.

Create a rule

Click New rule. The builder walks through Scope, Trigger, Conditions, Action and Review, with a running summary as you go.

1. Set the scope

Name the rule, choose Applies to (the object level, such as ad sets), then choose which objects it covers:

• All matching objects covers everything at that level in the account.
• Specific objects lets you pick individual records, or paste their IDs.
• All in selected campaigns covers that level inside the campaigns you choose.

Use a narrow scope for a specific campaign or test, and a broad one only when the same condition makes sense everywhere.

2. Choose the trigger

• A metric crosses a threshold: pick the metric (such as Amount spent), above or below, the value, and the evaluation window.
• A setting changes: pick the setting (such as Bid amount) and a comparison, or Any change.

3. Add conditions (optional)

Click Add AND filter to narrow when the rule acts. The trigger and every filter must all match.

4. Choose the action

Send a Meta notification to review the match yourself, or Change the object to Pause or Turn on matching objects.

5. Review and save

Resolve any blocking checks, read the summary, then save. See Save and activate.

How threshold triggers fire

A threshold rule fires when the combined condition changes from false to true. It doesn’t keep firing while the condition stays true, so don’t use it as a recurring reminder.

A shorter evaluation window reacts to recent activity but may rest on little data. A longer one includes more history but can hide a recent change. The evaluation window doesn’t apply to setting-change triggers.

How conditions combine

Conditions use AND logic only; OR groups aren’t available. To react to either of two situations, create two rules. Each extra condition makes the rule more selective, and a rarely true condition can stop it from ever matching.

Check units: Purchases is a count, budget is a money amount.

Pause vs. Turn on

Pause stops delivery for matching objects at the chosen level. Turn on resumes paused objects and lets them spend again, so use it only when restarting is clearly the right response. Check other active rules on the same objects to avoid opposing actions.

Note: Some options are marked Soon and aren’t available yet: the object is created and metric hits a milestone triggers, and the call an integration, ask for approval, budget, bid, ad rotation and budget rebalancing actions.

Save and activate

Rules are created inactive. Saving and activating are separate steps.

• Save draft keeps the draft in YieldBI without changing Meta.
• Save to Meta (inactive) creates the rule in Meta, switched off.
• Discard abandons unsaved changes.

After saving to Meta, confirm the account, objects and action once more, then turn the rule on with its activation control. Back in the rule list, check Status, Sync and Last run: an inactive rule isn’t running, and a successful save doesn’t mean it has matched anything yet.

Tip: A rule tells you a situation happened, not why. When it fires, review the campaign’s data before changing your plan. If a rule keeps firing without leading anywhere useful, adjust its threshold, window or conditions rather than adding more alerts.