Channel and campaign planning
Give every channel a defined role, audience and decision threshold before splitting the budget across search, social or display.
Go to chapter ↓Paid Media
Planning and measurement for search, social and display campaigns—before more budget becomes the answer.
Three working areas
Plan paid activity around the decision it must influence, the evidence available and the level of uncertainty the budget can responsibly absorb.
Give every channel a defined role, audience and decision threshold before splitting the budget across search, social or display.
Go to chapter ↓Test meaningful differences in message, proof and format instead of changing small creative details that teach the team very little.
Go to chapter ↓Use platform reporting alongside business data and incrementality checks to distinguish attributed conversions from genuinely additional demand.
Go to chapter ↓The practical answer
Paid media works when every campaign has a defined commercial job, a measurable audience and a decision rule. Establish trustworthy conversion data first, test material differences in offer or message, and increase spend only after the result survives a business-level review.
Chapter 1
Give every channel a defined role, audience and decision threshold before splitting the budget across search, social or display.
Write a one-sentence role for each campaign before choosing settings: capture existing demand, introduce a category, reactivate customers or validate an offer. Separate these jobs because they have different audiences, time horizons and acceptable acquisition costs. A blended account result can hide both waste and strategically useful activity.
Chapter 2
Test meaningful differences in message, proof and format instead of changing small creative details that teach the team very little.
A test should create a decision. Compare distinct propositions, proof points, formats or landing experiences while holding unnecessary variables stable. Decide the primary metric, minimum runtime, budget ceiling and action threshold before launch; otherwise normal variation becomes a story told after the result.
Chapter 3
Use platform reporting alongside business data and incrementality checks to distinguish attributed conversions from genuinely additional demand.
Platform attribution is useful operational data, not an independent audit. Compare it with analytics, CRM outcomes and finance records. For larger decisions, use geographic, audience or campaign experiments where practical and look for incremental conversions rather than credit assigned by the platform.
Decision table
| Decision | Weak approach | Stronger approach |
|---|---|---|
| Set a budget | Copy last month or match a competitor | Work backwards from unit economics, capacity and an explicit test limit |
| Test creative | Change colours and headlines at once | Compare a clear message or proof hypothesis with controlled variation |
| Judge a channel | Use platform ROAS alone | Reconcile attributed results with margin, lead quality and incrementality |
| Scale | Increase spend after a good week | Confirm stability, audience headroom and operational capacity first |
Working checklist
Use this as a review, not a score. Any unchecked item is a useful next conversation for the team.
FAQ
Start where the audience already expresses the decision you can serve. Search often suits existing demand; social can suit discovery or demonstration. The right choice depends on the offer, evidence and sales cycle.
Enough to reach a pre-agreed decision without threatening cash flow. Estimate likely conversion volume from historical rates and stop if the campaign cannot produce an informative sample within the allowed budget.
It is a useful signal, but it may include demand that would have converted anyway or ignore returns and margin. Reconcile it with business records and controlled tests.
Primary references
The guide is editorially independent and uses official sources for technical, regulatory and measurement claims. Apply legal guidance to your specific situation.
Official explanation of controlled campaign experiments and experiment design.
Guidance on limiting simultaneous changes and interpreting an experiment.
Current official documentation for managing and evaluating experiments.