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Why You Need a Facebook Ads Audit (Free Template)

If you’re like most marketers and advertisers, you closely track the performance of your Facebook Ad campaigns on a daily or weekly basis. That’s where a Facebook Ads audit template comes into play.

 

Facebook Ads audits are essential to assess the overall performance of your campaigns. In this post, we’re going to go over exactly what’s included in a Facebook Ads audit, how to perform one, and share a free Facebook Ads audit template to make the process easier.

What is a Facebook Ads Audit?

A Facebook Ads audit is a full and in-depth review of everything that’s happening with your Facebook Ad campaigns.

You can conduct audits weekly, but it’s essential to ensure that you’re auditing your accounts under the following circumstances:

 

  • At frequent intervals, such as once a month to ensure everything is on track
  • Whenever you’re taking on a new client’s ad management
  • If there’s an issue with underperformance in existing campaigns and you want to know why
  • When you’re interested in making changes to your campaigns overall to optimize them further, or after testing out a new strategy

Auditing will examine all of the metrics involved with your ad campaigns, including what results you’re getting and how much they’re costing you. In-depth audits (which we strongly recommend conducting) also will look at the strategies you’re using, the audiences you’re targeting, and the ad tools that you’re using.

Without thorough audits, it can be difficult to truly assess how your campaigns are performing and what’s driving the results. Audits can help you spot trends and patterns, making it easier to create stronger campaigns both in the short and long-term future.

Audits are also essential in making sure that your accounts are in good standing in every way; since Facebook updates the platform regularly, they prevent you from missing a major change like how the pixel works or new ad types.

How to Perform a Facebook Ads Audit

When performing a Facebook Ads audit, there are multiple steps involved and a lot of data that you’ll be looking at. Because of this, we recommend going step by step through the process and compiling data in a central point to better track trends.

We’re going to look at the six essential steps that come into play when conducting a Facebook Ads audit. They may not all apply to you, but read through each one to make sure. Then you can follow the steps that apply to you and skip the ones that don’t.

You can also do your own Facebook Ads Audit using our free template, which will take you through each of the 6 steps below.

1. Gain High-Level Access to the Account in Question

The first thing you need to do, if possible, is to get access to the Facebook Ad account that needs to be audited.

Some agencies will ask clients to just send over the analytics reports, but it’s much more effective to gain access to the analytics directly.

This is for several reasons:

 

At this stage, you can ask the client to give you access through the Business Manager if they haven’t already. You can copy a number provided by Facebook and give it to the client for them to grant you access. You can send them these instructions, and make sure they give you access to analytics.

At this stage, we recommend checking who has access to any accounts that your business has access to. Sometimes we have team members who leave, for example, who need to be removed; this is a good step to take, as you can review who has access to which accounts and at what level under the “People” tab of Business Manager.

2. Review & Download the Metrics

As soon as you have account access, it’s time to start looking at the metrics.

Head to the Facebook Ads manager or a third-party tool like AdEspresso (which can offer more detailed information about ad performance), and start combing through the data.

In the Ads Manager, you can view the data available on your current campaigns, and you have the option to add additional fields of metrics to the dashboard. You can also click on “Reports” and then “Create custom report” for more.

To avoid sharing confidential client information, I’m using my mock ad account, so ignore the non-existent data.

Here, you can view reports at the campaign, ad set, and ad level. Depending on how deep you want to go, you can either start with the campaign level or go all the way down to the ad level.

 

If you want to understand elements like creative strategies, messaging, visuals, and offers that correspond with an audience, you’ll want to look at things at the ad level, so download those reports. You can download the report in a CSV or excel file.

Make sure that your reports cover crucial metrics, including the following:

 

You can also download visual representations including graphics from this dashboard, which can be helpful to show clients or other departments.

3. Start an Audit Report File

Before you actually start trekking through the audit itself to review the analytics you just downloaded, we strongly recommend starting a report document at the beginning. This will make it easier for you to plug the information where it needs to be.

We’ll share our Facebook Ads audit template in the next section, but if you want to start from scratch, we recommend using an Excel-style program like Google Sheets. This will allow you to add comments, notes, and additional fields to each.

In my experience, using a Sheets document to compile information is the most effective, and using a standard Word-doc style option for compiling an official report can be useful.

You can upload your CSV file with your ads data to sheets, which you’ll use moving forward.

4. Assess the Value of Different Campaigns & Audiences

Review your different campaigns and your ads, and look for trends into what’s working and what isn’t.

For smaller accounts, it may be possible to review each ad. For larger accounts with hundreds of different ads, you can look at your highest-performing ads on your highest-performing campaigns.

Break this down by objective, audience, and stage of the funnel you’re targeting.

Look for the following:

 

Take notes on all of this as you go through the process, writing down specific ads or campaigns to flag as needed.

5. Review All the Ad Tools You’re Using

While the creatives, audience targeting, and bids are all important parts of Facebook Ads, the tools you’re using are just as essential to potential success.

At this stage, go through and ensure that everything is in working order and review the tools you’re currently using.

This includes the following:

 

We even recommend looking at ad structure at this point, including the following:

Write down everything that you find that needs to be updated or altered in any way.

6. Compile the Information into a Report

You’ve got a lot of data on-hand, and now you just need to compile it into a report.

The report should include the following:

Organize each section with distinct subheads, add tables of information like metrics for quick review, and use bullet points as often as possible.

Remember that you can download visuals from both the Facebook Ads manager and AdEspresso, which you can add to your reports to increase their appeal and help you get your point across.

 

Final Thoughts on Facebook Ads Audits

While a Facebook Ads audit can be time-consuming, it’s the only way to really dive deep into your campaigns. Without a thorough audit, you’re still working blind even if you’re looking at base-level metrics, because it’s difficult to determine what’s contributing to the results you’re getting.

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