Getting Started
Welcome to YieldBI
Get started with YieldBI: connect your Meta account, create campaigns, track conversions, manage audiences and catalogs, and build creative in Media Studio.
YieldBI TeamGrowth ResearchUpdated Oct 2026
Silent video with English on-screen examples.
On this page
Start by connecting Meta, then pick the task you want to get done.
Get started
- Connect your Meta account: Share your ad accounts, Pages and WhatsApp accounts with YieldBI.
Campaigns
- Create a campaign: Build a full campaign with the Campaign Wizard.
- Ad Rules: Get alerts, or pause and resume delivery automatically.
- Value Rules: Bid more or less for the segments that matter.
Tracking & data
- Tracking & Events: Connect pixels and define conversions.
- HeartBeat: Monitor your landing pages.
- Audiences: Build custom and lookalike audiences.
- Product catalog: Add products and sync them to Meta.
- Leads & CRM: Collect leads and track follow-up.
Media Studio
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Media Studio overview: How the canvas, nodes and templates work.
How to use these guides
Start with the Meta connection guide if you have not connected your advertiser yet. It explains what to share, how to turn on ad accounts, and where to check permissions. After that, follow the guide for the task in front of you. The sections above link directly to each task, so you can return to a particular step without working through the entire help center.
Campaign guides cover creating a campaign and configuring Ad Rules or Value Rules. The tracking and data guides cover pixels, events, landing pages, audiences, catalogs, and leads. Media Studio guides follow the creative workflow from a board and reusable references through planning, storyboards, scenes, and static image ads. Choose the overview first if you need to understand how the nodes connect.
Each task guide explains its starting point, the controls used in the example, and what to review before finishing. Read any notes and warnings alongside the steps. Where a task creates or publishes an asset, review your selected advertiser, settings, and references before taking that action. Related guides and the previous and next links provide the next place to look.
The short videos are silent and use English text on example screens. They do not play automatically. Use the controls to pause at a step or replay an explanation, then use the written instructions for the details. A video is not yet available for Scenes, but its written guide is included.
Related reading
Connect an advertiser to Meta in YieldBI, choose shared assets, activate ad accounts, review beneficiary and payor details, and resolve missing permissions.
Getting StartedCreate a Meta campaign in YieldBI: choose a template, set naming, budgets and targeting, configure tracking, review ad sets, and confirm before publishing.
Getting StartedLearn the Media Studio canvas in YieldBI: start a board, add and connect creative nodes, choose templates, navigate the canvas, and save workflows for reuse.