⚠️ Don’t Move Your Assets Before Reading This
1️⃣ If you have Post Boosting rules, Reports, Explorer, Top Creative and Top Audiences reports, Creative Testing and Bulk creation templates, Creative Sets, or Audiences and Custom Metrics, we DO NOT recommend switching your ad account from its current Workspace to move it to another.
Unlinking an ad account will cause:
Automated and Post boosting rules to turn into drafts
Reports, Explorer, Top Creative and Top Audiences reports to be deleted permanently
Creative Sets and Creative Testing templates to be deleted permanently
Audiences to be deleted permanently
2️⃣ If your rules use assets tied to a specific ad account, e.g. custom metrics, Appsflyer/Wicked Reports/ Hyros/ Adjust metrics, you will need recreate and reselect them in the rule copy. If the number of “specific ad account” assets is high, we DO NOT recommend moving rules from one Workspace to another to avoid service disruption while you recreate assets.
Custom metrics with ‘Workspace’ availability and custom timeframes will be copied together with the rule.
Please review the checklist above carefully to ensure no critical assets are lost. In case you choose to proceed with unlinking the ad account, you will need to re-create the assets listed above from scratch.
Switch ad accounts from one Workspace to another
Click on ✚ Add workspace, name the workspace, upload a logo (optional).
Add team members you’d like to work with in this workspace.
Go to Settings, find the ad accounts and pages you want to add, and link them to a new Workspace by clicking on the button with the Workspace name and selecting the new one you need from the list.
Move automated rules from one Workspace to another
Click ‘Duplicate’ next to a rule or a folder → ‘Duplicate to another workspace’. The copy will be saved in a new Workspace as a draft.
Once all rules are copied into the new Workspace , please check and reset the following settings inside them:
🎯 Scope
Select ad accounts in Scope
Check filters items in Scope and select specific ads/ad sets/campaigns if needed
🟰 Conditions
Reselect custom conversions/events
Reselect Hyros/Appsflyer/Wicked Reports/Adjust metrics
Recreate and reselect ‘Specific ad account’ custom metrics
🔔 Notifications
Check and reset the notification channels
Once you checked and reset the settings above, activate the rule