Comprehensive Documentation: For detailed information about the Campaign Builder, see Campaign Builder Overview, Node Types, Canvas Operations, Connections, and Platform Capabilities.
How the canvas works
| What you see | What it is |
|---|---|
| Campaign | Top level. You choose platform (Meta, TikTok, Snapchat, Google), objective, and budget. |
| Ad set | Under a campaign. You set audience (targeting), schedule, and optimization goal. |
| Ad | Under an ad set. You set the creative: copy, headline, image or video, and call-to-action. |
Basic workflow
Add a campaign
Click + Campaign, choose Meta, TikTok, Snapchat, or Google, and fill in the campaign form (double-click the new node if the modal didn’t open).
Add ad sets
Click + Ad Set on the campaign node. Double-click each ad set to set targeting, schedule, and optimization.
Save your work
Click Save in any form. Your changes are stored on the canvas. Nothing is sent to the platform yet.
Create new vs select existing
- Campaign
- Ad set
- Ad
Create new — All fields are available. You choose objective, name, budget, and so on.
Select existing — You pick a campaign from your connected account. The form is filled with its current settings. You can edit only what the platform allows (e.g. name, budget, status). Objective and similar fields stay locked.
Select existing — You pick a campaign from your connected account. The form is filled with its current settings. You can edit only what the platform allows (e.g. name, budget, status). Objective and similar fields stay locked.
Select existing only works if you’ve connected that platform in Integrations and chosen an ad account. If nothing appears, check your connection and selected account.
Which fields you can edit (existing items)
| Level | Typically editable | Typically locked |
|---|---|---|
| Campaign | Name, label, budget, status, dates, bid strategy | Objective, platform, campaign type |
| Ad set | Name, label, budget, targeting, placements, bid, status | Optimization goal, billing event |
| Ad (Meta / TikTok / Google) | Name, label, copy, headline, URL, CTA, creative | Format, link to ad set |
| Ad (Snapchat) | Name, label, copy, headline, media, CTA, status | Format, link to ad set |
Snapchat: Snapchat supports updating creative on existing ads. When you change copy, headline, or creative, Whathead updates the existing ad via Snapchat’s API.
Common workflows
| What you want to do | How | Then |
|---|---|---|
| Build from scratch | Add campaign → ad sets → ads (Create New). Fill forms, Save. | Publish → everything is created on Meta, TikTok, Snapchat, or Google. |
| Edit something that already exists on the platform | Add campaign/ad set/ad → choose Select Existing → pick from your account. Edit, Save. | Publish → only that item is updated; unchanged siblings are skipped. |
| Bring in a full campaign from the platform | Add campaign → Select Existing → pick campaign. Use Expand on the campaign node to load its ad sets (and expand ad sets to load ads). Edit as needed, Save. | Publish → changed items update, unchanged skip. |
| Duplicate a campaign or ad set or ad | Copy the node (Ctrl+C / Cmd+C), Paste (Ctrl+V / Cmd+V). Edit if you want, Save. | Publish → the pasted tree is created as new (no link to the original). |
| Move an ad to another ad set | Drag the ad node and connect it to the other ad set (reconnect). Save. | Publish → a new ad is created under the new ad set (platforms don’t support moving ads). |
| Move an ad set to another campaign | Reconnect the ad set node to the other campaign. Save. | Publish → a new ad set and new ads are created under the new campaign. |
| Copy a campaign from Snapchat to Meta (or vice versa) | Use Cross-Transfer (Campaign Builder or Publish). Select source campaign, fetch ad sets/ads, choose destination, Save to canvas. | Publish from the publish modal using the Cross-Transfer mode → all items are created on the destination platform. |
Keyboard shortcuts
Master these shortcuts to work faster on the canvas:| Shortcut | Action |
|---|---|
| Ctrl+C (Cmd+C) | Copy selected nodes |
| Ctrl+V (Cmd+V) | Paste copied nodes |
| Ctrl+X (Cmd+X) | Cut selected nodes |
| Ctrl+Z (Cmd+Z) | Undo last action |
| Ctrl+Y (Cmd+Y) | Redo last undone action |
| Ctrl+L (Cmd+L) | Auto-link selected nodes |
| Ctrl+A (Cmd+A) | Select all nodes |
| Delete | Delete selected nodes |
| Escape | Clear selection or close dialogs |
Next steps
Campaign Builder Overview
Learn the basics of the Campaign Builder canvas and node hierarchy.
Node Types
Understand campaign, ad set, and ad node properties and configuration.
Canvas Operations
Master canvas navigation, selection, and bulk operations.
Connections and Hierarchy
Learn about node relationships, hierarchy rules, and connection constraints.
Platform Capabilities
Discover what Whathead can do that platform portals cannot.
Publishing Workflow
Understand how publishing works and when campaigns go live.