Editing a Published or In-Review Meta Ad Campaigns
Chat To Clients CRM lets you edit supported settings in Meta campaigns that are already Published or In Review. Available edits depend on the campaign setting, campaign configuration, and current status.
After you make an eligible change, Chat To Clients CRM keeps the update unpublished until you submit it. Meta then reviews the updated campaign before the changes are approved.
This guide explains how to open a campaign for editing, identify editable and locked fields, discard unwanted changes, publish updates, and handle review or failure states.
TABLE OF CONTENTS
- What is Editing a Published or In-Review Meta Campaign?
- Key Benefits of Editing a Meta Campaign
- Why to edit a Published campaign?
- How to Edit a Published or In-Review campaign?
- What fields of a published campaign can be edited?
- What fields of a published/In-review campaign cannot be altered?
- How to discard the changes made to the published campaign?
- How to Publish the ad campaign after making changes?
- Frequently Asked Questions
What is Editing a Published or In-Review Meta Campaign?
Editing lets you reopen an existing Meta campaign in Chat To Clients CRM and change fields that remain eligible after the campaign has been submitted or published.
Current Meta campaigns use the following structure:
Campaign → Ad Set → Ad
Editable and locked settings can appear at different levels of this structure. Not every field remains available after publication.
Key Benefits of Editing a Meta Campaign
Editing an existing campaign helps you update supported settings without rebuilding the campaign from scratch.
- Correct Eligible Settings: Fix supported campaign, targeting, or creative details.
- Update Creative: Change eligible Ad Text and Media fields.
- Adjust Eligible Targeting: Modify supported geographic or audience settings.
- Reuse Existing Setup: Keep the existing campaign structure while updating permitted fields.
- Discard Unwanted Changes: Leave the editor without publishing changes you do not want to keep.
Why to edit a Published campaign?
Editing a live campaign allows users to adapt to real-time performance data, market conditions, and business needs. It ensures the campaign remains effective and relevant throughout its duration. With this functionality, users can:
- Correct errors made during the initial campaign setup.
- Optimise campaign performance based on insights from key performance indicators (KPIs).
- Respond dynamically to feedback, improving ad content or audience targeting.
- Save time by avoiding the need to pause a campaign and create a new one for minor adjustments.
This feature empowers users to refine their campaigns for better results without disrupting their ongoing advertising efforts.
How to Edit a Published or In-Review campaign?
Users can now edit details of live campaigns or those in the 'In Review' state, which was previously limited to budget adjustments only. To make changes:
- Navigate to the Ad Manager home page where all campaigns are listed.
- Locate the live or in-review campaign you want to edit.
- Click on the Edit option available in the inline ellipsis menu for the campaign.
- The campaign builder screen will open, allowing the user to make changes to permitted fields (listed in Section 3).
Note: Once any changes are made, an "Unpublished Changes" tag will appear at the top right of the screen.
What fields of a published campaign can be edited?
The following fields can be modified for published campaigns:
- Campaign Name
- CTA Button: Change or update the call-to-action button.
- Lead Generation Form: If the objective is Lead Generation, you can switch to another form or create a new one.
- Website: Alter the website URL if the objective is Website Traffic.
- Special Ad Category: Add or change the category if needed.
- Placements: Update where your ads are displayed.
Note: Instagram Explore Feed is no longer available as an ad placement. Campaigns that were already published with this placement remain live and do not require any action. Delivery continues through other eligible placements.
- Ad Text and Media: Revise the content and visuals of your ad.
- Budget: Adjust the amount allocated for the campaign.
- Geographic Location: Modify the targeted locations.
- Target Audience: Change interests, lookalike, or retargeting parameters.
- End Date: Update the end date if a lifetime budget is selected.
What fields of a published/In-review campaign cannot be altered?
Certain fields remain locked for editing after a campaign is published:
- Campaign Objective
- Facebook Page: The page used to publish the campaign.
- Start Date
- Budget Type: Switching from Daily to Lifetime budget or vice versa is not permitted.
How to discard the changes made to the published campaign?
If a user wants to revert the campaign back to its original state without applying the changes:
- Click on the Back button at the top left of the campaign builder screen.
- A prompt will appear -
- Select Discard to keep the original campaign intact and ignore the changes made to the campaign.
How to Publish the ad campaign after making changes?
To apply the changes to the campaign:
- After making the desired edits, click on Publish Ad Now button on the review page.
- A confirmation dialog will appear.
- Upon confirmation, the campaign will move to the "In Review" state.
- Facebook will review the changes. Once approved, the updated campaign will go live.
- If the edits result in errors, the campaign status will change to Failed, with the reason displayed next to the failed status in the tooltip.
Frequently Asked Questions
Q: Can I edit a Meta campaign after it is published?
Yes. Chat To Clients CRM currently supports editing eligible fields in Published Meta campaigns.
Q: Can I edit a Meta campaign while it is In Review?
Yes. The current editing workflow supports campaigns in the In Review state.
Q: Which fields remain locked after publication?
The current article lists Campaign Objective, Facebook Page, Start Date, and Budget Type as locked.
Q: Can I switch from a Daily budget to a Lifetime budget after publishing?
No. The budget type cannot be switched between Daily and Lifetime after publication.
Q: What happens after I publish my changes?
The campaign moves to In Review, and Meta reviews the updated campaign before the changes are approved.
Q: Can I discard changes before publishing them?
Yes. Use the campaign builder's exit flow and choose Discard when prompted.