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How to Use Meta Recommendations in Ad Manager

Chat To Clients CRM Ad Manager now displays Meta-generated recommendations for published campaigns, helping users identify opportunities to improve ad performance. Users can review suggested changes, assess their impact, and navigate directly to relevant campaign settings without switching to Meta Ads Manager. This article explains how to view and act on these recommendations.


TABLE OF CONTENTS


What Are Meta Recommendations in Ad Manager?


Meta Recommendations are post-publish optimization suggestions provided by Meta and displayed directly in Chat To Clients CRM Ad Manager. They help users identify potential campaign improvements after their ads have been published.

Recommendations are available from the published campaign's Review screen and include suggested changes, impact levels, and expected performance improvements when provided by Meta.


Key Benefits of Meta Recommendations


Meta Recommendations simplify ongoing campaign optimization by bringing actionable suggestions into Chat To Clients CRM Ad Manager.


Viewing Meta Recommendations


Published Meta campaigns can display optimization suggestions directly on the Review screen, helping users quickly identify areas that may need attention.

  1. Open a published Meta campaign in Ad Manager.

  2. Navigate to the Review screen.

  3. Click Meta recommendations in the upper-left corner.



  4. Review the available suggestions and recommendation count.


If Meta has no suggestions, the panel displays No recommendations right now.


Understanding Recommendation Details and Impact Levels


Each recommendation provides information to help users evaluate its relevance and potential benefits before updating their campaign.


Recommendations may display:


Impact levels help users prioritize recommendations. However, expected performance improvements are estimates, not guaranteed results.


Reviewing and Applying Recommendations


The Review and Update option simplifies the process of locating settings related to Meta's recommendations. Users can review the suggestion and manually make the appropriate campaign changes.

  1. Open the Meta recommendations panel.

  2. Select a recommendation to review.

  3. Click Review and Update.



  4. Navigate to the relevant campaign section.

  5. Make the suggested change and submit the applicable campaign updates.


Note: Review and Update does not automatically apply the recommendation. Some published campaign settings have editing restrictions, and changes may require Meta review.


For more information, see Editing a Published or In-Review Meta Ad Campaign.


How to Use Meta Recommendations in Ad Manager


Using Meta Recommendations allows users to review potential improvements and update eligible campaign settings within Chat To Clients CRM.

  1. Navigate to Marketing > Ad Manager.



  2. Open a published Meta campaign.

  3. Go to the Review screen.



  4. Click Meta recommendations in the upper-left corner.



  5. Review the available recommendations and their impact levels.

  6. Click Review and Update on a recommendation.



  7. Make the suggested changes in the relevant campaign section.

  8. Submit the applicable updates using the campaign editing workflow.


Frequently Asked Questions


Q: Are Meta recommendations available before publishing a campaign?

This feature is designed for published Meta campaigns. For pre-publish optimization, refer to Opportunity Score.


Q: Does Review and Update automatically apply changes?

No. It navigates to the relevant campaign settings, where users must make the suggested changes.


Q: What do High, Medium, and Low impact levels mean?

They indicate the relative importance of recommendations and help users prioritize potential improvements.


Q: Will every published campaign receive recommendations?

Not necessarily. If Meta has no suggestions, the panel displays No recommendations right now.


Q: Are expected performance improvements guaranteed?

No. Any expected improvements provided by Meta are estimates and do not guarantee results.


Q: Can I access recommendations without opening Meta Ads Manager?

Yes. Meta recommendations are available directly within Chat To Clients CRM Ad Manager.


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Last updated Fri, 23 Oct, 2026 at 7:15 AM