How It Works
Boost an existing post in 5 minutes, or build a full multi-stop tour campaign. From Facebook connection to live ads in six steps. No agency, no middleman, no learning curve.
Connect Your Facebook Account
Link your Facebook Business account to Formation Ads with a secure OAuth connection. Your credentials are never stored — we use encrypted tokens with automatic expiration.
Set Up Your Organization
Configure your organization profile, team members, and Meta ad account. Formation Ads provisions a dedicated ad account for full spend isolation and compliance tracking.
Purchase Ad Credits
Buy credits in preset packages or custom amounts. Credits are stored in your organization’s balance and can be allocated to campaigns. All purchases include a 10% platform fee.
Pick a Campaign Type
Boost an existing Page post (recommended for most PA workflows) or build a multi-stop tour campaign with localized creative per stop. Set targeting, budget, and duration. Preview your ads across Facebook and Instagram formats before publishing.
Review and Publish
Submit campaigns for approval (if required by your organization). Once approved, publish to Meta’s ad platform. Credits are reserved at publish time and your spend cap is automatically synced.
Monitor and Optimize
Track campaign performance with real-time insights, delivery status sync, and spend reconciliation. Export reports, detect drift between local and Meta state, and manage your ad spend efficiently.
Roles and Approvals
Every member of an organization has one of three roles. The person who plans campaigns is usually not the person who holds the card or signs off on what goes public, and the roles are drawn along that line.
- Viewer
- Sees campaigns, delivery, reporting and invoices, and changes nothing. For a director, a finance reviewer or a partner.
- Operator
- Creates, edits and publishes campaigns, manages stops and signs compliance documents. Cannot approve submitted campaigns, buy credits or manage the team.
- Admin
- Everything an operator can do, plus approving submitted campaigns, buying credits, team and organization settings, and audit logs.
How approval works
Every campaign goes draft, submitted, approved, published. Only an admin can approve. Campaigns are editable in draft only, so a change after submitting means withdrawing to draft and submitting again.
An organization can also require Public Affairs approval before publish, in Settings, mirroring the DoDI 5400.17 release-authority workflow. With that on, media is locked the moment a campaign is submitted, so what the approver reviews is exactly what Meta receives. An admin can also send an approver outside the platform a review link, which locks the media the same way.
Ready to Get Started?
See how Formation Ads supports your mission while maintaining full 889 compliance.