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What Concord can do

  • Campaign management: create and update Facebook and Instagram campaigns, ad sets, and ads
  • Targeting: locations, interests, and behaviors, resolved by name, and existing audiences referenced by ID
  • Budgets: reallocate budgets and adjust bidding strategies
  • Reporting: performance reports on ad accounts, campaigns, ad sets, and ads
  • Product catalog search: search Meta product catalogs from the conversation
  • Collection ads and Instant Experiences: build the canvas an ad opens
  • Lead ads: create lead forms, attach them to ads, and fetch submitted leads
  • Native duplication: copy a campaign, ad set, or ad with its creative and targeting intact
  • Creative previews: see an ad as Meta renders it, per placement, from the conversation

Product catalogs

Concord can search your Meta product catalogs in the conversation. Search products by retailer ID or product group ID. The ad account needs a Meta business for its catalogs to be reachable. From there, ask Concord to build a Collection ad and it creates the Instant Experience canvas around your product set.

Lead forms

Concord creates lead forms and attaches them to lead ads. A form cannot be edited once created: Concord archives it and creates a new one. Submitted leads are fetched on demand and are not stored in Concord. Meta keeps leads about 90 days, so export them promptly. A Page admin has to accept the Page’s Lead Ads terms before Meta accepts lead ads on that Page.

Duplicating an entity

Concord uses Meta’s own copy operation, so a duplicate keeps everything Meta holds on the entity, creative included, rather than being rebuilt field by field.
  • A campaign, ad set, or ad can be duplicated at any tier.
  • An ad set or an ad can be copied into a different campaign or ad set in the same ad account.
  • Copies are always created paused, and the source is left in place.
Ask for the copy first, then ask for the changes you want: those arrive as a normal platform action on the copy. Things to know:
  • The destination has to be in the same ad account. Meta’s copy cannot cross accounts.
  • An ad set copied into a campaign that holds the budget loses its own budget.
  • A copy of an ended ad set restarts at copy time with the same duration.

Creative previews

The conversation sidebar carries a Creative previews card listing the Meta ads in the conversation. Open one and Meta renders the ad itself, with a switcher for each placement it supports, plus the shareable preview link you can send to a client. Only ads whose creative carries a thumbnail appear in the card. Previews are fetched from Meta when you open them, so they show the ad’s current state rather than a cached image.

Not supported

  • Creating custom or lookalike audiences: build them in Meta, Concord references them by ID
  • A/B tests and dynamic creative optimization
  • Moving an ad set or an ad to another campaign or ad set: copy it instead
  • Switching an existing campaign between a campaign budget and ad set budgets
  • Writing to an ad set or ad whose schedule has ended, unless you extend its end date
  • Creating an ad account, or changing ad account or Page permissions
Campaign start and end dates are set on each ad set.

Reporting

Meta does not expose billed revenue or viewable impressions; both report as zero. Reach and frequency cannot be summed across ad sets or days.

Ad account management

Ad accounts are added to or removed from Concord in Scope, by an admin. Connection · Troubleshooting