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Meta Ads onboarding: Facebook and Instagram campaign checklist

Prepare your Social Momentum brief, business portfolio, campaign assets and ad budget for Facebook and Instagram advertising.

Published and checked 21 October 2026 · By Mourningstar Media

Before you start

  • Business portfolio, ad account, Page and Instagram account names
  • Approved offer, audience and target locations
  • Active Meta billing and licensed creative assets

Keep passwords, one-time codes, card details and sensitive customer records out of your brief. Send access invitations through the platform itself.

Follow the steps

  1. Step 1

    Describe the offer, audience, customer action and lead follow-up process. Include dates, prices and restrictions for your campaign.

  2. Step 2

    Identify the portfolio that owns your Page, Instagram account and ad account. Tell us about existing pixels/datasets and account restrictions.

  3. Step 3

    Review R3,000 monthly management for one ad account, up to three campaigns and four static ad creatives. Meta ad spend and video production are separate.

  4. Step 4

    Save your complete client record, review billing terms and activate the subscription.

  5. Step 5

    Use the partner-access guide to share the correct assets with Mourningstar. Share approved creative and confirm your platform budget.

  6. Step 6

    We check access and tracking, get written creative approval and confirm launch status after Meta review. Continue to respond to your leads directly.

How to know it worked

We send a readiness confirmation after reviewing your brief, payment, assets and required access. A receipt alone is not a production start date.

If you get stuck

  • Missing materials? List the gaps honestly in your intake; do not upload placeholders as final files.
  • Scope does not fit? Ask by WhatsApp or email before payment.
  • Need a change after saving? Use Edit my details on the review screen before checkout.

Email sai@mourningmedia.com with your client reference, the step you reached and the exact error. A cropped screenshot helps; hide personal information and payment details first. We reply in writing.

Your next steps

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