Docs
Guides for getting the most out of YieldBI.
Setup walkthroughs and platform guides, from connecting your Meta account to reading your daily growth recommendations.
Meta Ads Concepts
Meta's three-tier hierarchy explained the way YieldBI reads it, objective at the campaign, targeting and budget at the ad set, creative at the ad.
How Meta's four bid strategies control auction spend, and how to pick the right one as a campaign matures inside YieldBI.
Campaign Budget Optimization lets Meta reallocate spend across ad sets automatically. When to use CBO instead of setting fixed budgets by hand.
What triggers Meta's learning phase, why costs run high while it's active, and how to get an ad set through it without resetting progress.
Why a headline ROAS number can't be judged on its own, how it relates to CPA and AOV, and how YieldBI compares it against your actual break-even target.
Cost per acquisition is only useful relative to margin. Why judging CPA against industry averages blinds you to real profitability.
Why doubling a budget doesn't double revenue, the prerequisites worth checking before scaling, and how YieldBI's Growth Priority decides which lever to pull.
How frequency measures repeat exposure, why it's the earliest real warning sign of fatigue, and how to catch it before CPA moves.
Build audiences from your website visitors and customers. Then extend them with lookalikes to reach similar people Meta can't find with broad targeting alone.
How average order value is calculated, why it's the one profitability lever independent of ad performance, and how it feeds into your break-even math.
Why net margin sets break-even ROAS, and how fees, discounts, and cost changes move that target.
Why CPA and first-purchase revenue are incomplete, and how the LTV:CAC ratio reveals whether acquisition math truly works long-term.
Why total revenue divided by total spend matters more than platform-level ROAS, and how iOS tracking changes made blended metrics essential.
Why Meta's own signal often out-targets a hand-picked interest list, and when narrowing the audience yourself still earns its keep.
Why cold and warm audiences need separate budgets, separate creative, and separate judgment, and what happens when one starves the other.
Why restricting placements raises costs, and how to evaluate placement performance across Feed, Stories, Reels, and Audience Network.
The campaign objective decides which audience Meta shows your ads to. Why Sales works better than Traffic for most businesses, and how to pick the right one.
Browser-side and server-side tracking complement each other. Why relying on one alone hides conversions, and the optimization cost.
How attribution windows change reported performance, and when view-through conversions signal real impact versus capturing existing converters.
Why phone orders, in-store purchases, and closed CRM deals need to be sent back to Meta explicitly, and what happens to optimization when they aren't.
Cost-to-be-seen, click-through rate, and cost-per-click chain from impression to conversion. Why cheap at one stage doesn't mean cheap at the end.
Why cost per lead needs to be read against close rate and customer value rather than judged on its own, and where chasing a lower number backfires.
How impressions and reach diverge as frequency rises, and why reporting one as if it were the other overstates or understates who an ad actually touched.
Why the conversion event chosen for optimization matters more than the count itself, and what happens when Meta doesn't have enough of them to learn from.
Why URL tagging gives analytics tools a view Meta's own reporting can't provide on its own, and where inconsistent naming quietly breaks it.
Why changing more than one thing between two ad versions invalidates the test, and how much budget and time an honest result actually needs.
Why creative quality drives CTR, CPC, and ROAS more directly than any audience decision, and where format mismatches quietly waste a well-targeted budget.
What Advantage+ automates across audiences, placements, and creatives, when it's effective, and why the existing-customer cap matters most.
Special ad categories (housing, employment, credit, social issues) face targeting limits on Meta to prevent discriminatory delivery.
How Meta value rules adjust bids for your most valuable segments, what value optimization requires, and how to manage rule values without over-tuning.
Getting Started
How to connect a Meta Business account and ad accounts to YieldBI before launching your first campaign.
A walkthrough of the Campaign Wizard's guided flow for setting up ad sets, budgets, and creative variants before publishing to Meta.
Platform Guides
How Profit Goal and Growth Priority shape the daily scale, test, and pause recommendations YieldBI generates for your ad accounts.
How YieldBI's incremental attribution models and effective windows work, and how they differ from Meta's default attribution.
Creative & Testing
A repeatable creative testing system beats guessing. How to structure tests, read results, and turn testing volume into a steady supply of winning Meta ads.
Hook rate measures video viewers who keep watching past the first seconds. What it is, how to calculate it, and why it predicts performance.
Hold rate, average watch time, and drop-off points show where a video ad loses viewers. How to read Meta video metrics and fix the weak moments.
User-generated content ads look native to the feed and often beat polished production. What UGC is, why it works on Meta, and how to test it.
An ad angle is the reason a specific person should buy. How to find angles, why they matter more than production quality, and how to test them on Meta.
Static images and video ads each win in different situations. How they compare on cost, speed, and performance, and when to reach for each on Meta.
Iterating on a winner and inventing a new concept are different tasks with different odds. When to refine what works and when to start fresh on Meta.
A winning ad is defined by numbers, not taste. The signals that identify a winner early, from hook rate to cost per result, and how to confirm one.
Five awareness stages from unaware to most-aware, and which messaging works at each. Why showing the wrong message to the wrong stage kills performance.
A strong ad fails on a weak landing page. How post-click experience affects conversion rate and CPA, and what to align on Meta.
Measurement & Incrementality
Incrementality measures the sales that would not have happened without your ads. Why reported ROAS overstates impact, and how holdout tests reveal the truth.
A conversion lift study holds out a control group to measure incremental conversions. How Meta lift tests work, what they tell you, and their limits.
Geo holdout tests pause ads in some regions to measure lift against comparable ones. How geo testing works and when it beats pixel-based attribution.
Marketing mix modeling uses statistics, not pixels, to estimate each channel's contribution. What MMM is, why it returned after iOS, and its trade-offs.
Apple's App Tracking Transparency let users block tracking, breaking parts of Meta attribution. What changed, what still works, and how advertisers adapted.
When tracking is blocked, Meta estimates conversions with modeling. What modeled conversions are, why they appear in reports, and how to treat them.
A test result can be noise, not signal. What statistical significance means for ad testing, how much data you need, and how to avoid calling winners early.
First-click and last-click attribution credit different touchpoints, changing which channel looks best. How each model works and why the choice matters.
First, second, third, and zero-party data: what each is, why third-party faded, and how first-party data drives Meta targeting today.
Meta's reported conversions rarely match your CRM or store analytics. The common reasons why, which number to trust for what, and how to reconcile the gap.
Optimization & Scaling
How to optimize Meta ads: choose the right conversion event, feed the learning phase, simplify structure, refresh creative, and scale what works.
Meta ads run on an auction that weighs your bid, estimated action rate, and ad quality. How the auction picks winners and what that means for your costs.
Saturation is when an audience has mostly seen your ads and returns diminish. How to spot it in frequency and cost trends, and how to expand reach.
Meta paces budget across the day to win the best auctions, not to spend evenly. How pacing works, why spend looks lumpy, and when to stop worrying.
Clear kill criteria stop you from wasting spend on losing ads or cutting winners too soon. How to set thresholds by spend, cost per result, and time.
Splitting budget across many ad sets starves each of data. Why consolidating campaigns speeds learning and stabilizes delivery on Meta, and when not to.
A cost cap tells Meta the average cost per result you can accept. How cost caps differ from lowest cost and bid cap, and how to set one without choking delivery.
Dayparting schedules ads for the hours and days that convert best. When ad scheduling helps, when it hurts learning, and how to test it on Meta.
Frequency capping limits ad exposure per person. When to use caps, when they help vs. hurt delivery, and how they relate to ad fatigue.
Ecommerce Metrics
Contribution margin is the money left from a sale after variable costs. Why it, not revenue or ROAS, sets how much you can spend to acquire a customer.
Blended CAC hides whether ads bring new customers or just repeat ones. Why new-customer acquisition cost is the number that reflects real growth on Meta.
Payback period is the time it takes a customer to repay their acquisition cost. Why it governs how fast you can scale ad spend without running out of cash.
Dynamic product ads pull from a catalog to show each person the products they viewed. How DPAs and the catalog work, and where they fit in a Meta funnel.
Profit on ad spend (POAS) measures return against profit instead of revenue. Why POAS can flip which campaigns look best, how to calculate it, and its limits.
Lead Generation
Cheap leads can cost more than expensive ones if they never close. How to score lead quality and optimize Meta lead-gen toward revenue, not form fills.
Meta instant forms load fast and lift volume, landing pages qualify harder. How the two compare on cost, quality, and tracking for lead-gen campaigns.
Cost per qualified lead counts only leads sales would accept. Why it beats raw CPL for judging Meta lead-gen, and how to feed qualification back to Meta.