In order to start automating your Meta Ads, you need to authorize Bïrch to do so. On the Settings page (you have to be an admin of your Bïrch account to access Integrations) click on the first tile where it says Meta Ads:
Choose if you want to connect a Business profile or a Personal profile.
If you select Business profile, you will be prompted to choose the business portfolio -> select the ad accounts/pages/IG accounts this business has admin right to -> Save.
In case of a Personal profile, you will see a window where you can select pages, Businesses and Instagram pages that Bïrch will have access to, click Save.
Once the profile is connected, you will see the list of ad accounts, pages, IG accounts in the list. Activation of ad accounts is fully controlled through Workspace assignment.
Once a new ad account is connected, it is assigned to a Default workspace by default. To activate it, simply assign it to any Workspace using the Link workspace button in Settings:
To deactivate an ad account, unlink the Workspace.
❗️Note: unlinking the workspace means disconnection from Bïrch. This will cause:
1) automated and post boosting rules to turn into drafts;
2) all the reports, audiences, creative sets and creative testing templates to be deleted permanently.
Spend will be counted for the ad accounts with a linked workspace, and not be counted for the ones without a workspace.
If you have hundreds (or thousands) of ad accounts, you may not see the full list under Meta Ad accounts. In this case, please use the search function and enter the name of the ad account to find and connect it:
Once you toggle on an ad account it'll go into a review which is usually done instantly by an automatic algorithm. As soon as the ad accounts are approved you can go ahead and start building automated rules. Check out the most commonly used rules and send us a message in case you need any help!
If there are several Meta business accounts/personal profiles connected to Bïrch and these accounts have admin access to the same ad account, you can change the main account/profile the particular ad account works through.
IMPORTANT: If some of the ad accounts are connected to Bïrch via the business/profile that you would like to unlink, please make sure you re-select another business account/profile for these ad accounts before removing the old one to prevent the rules and reports from turning into drafts.