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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

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

Media Studio

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.