Skip to main content
Save your current canvas (all nodes and connections) as a named setup. Load it later to restore the same structure, or delete setups you no longer need.
Save setup lets you store a snapshot of the entire Campaign Builder canvas — every campaign, ad set, and ad node and how they’re connected. You can load a saved setup on the same or a different session to get back to that structure quickly.

Where to find it

  • In the Campaign Builder, use Save setup in the action bar (or main menu). The Save Current Setup modal opens.

What you can do

ActionDescription
SaveEnter a name and save. The current nodes and edges are stored under that name.
LoadPick a setup from the list and click Load. The canvas is replaced with that setup’s nodes and edges. Undo/redo history is updated.
DeleteRemove a saved setup from the list. The canvas is not changed.
Saved setups are stored per user (or per account, depending on your deployment). They are not sent to Meta, TikTok, or Snapchat — they only live in Whathead.

Steps

Save a setup

  1. Arrange campaigns, ad sets, and ads on the canvas as you want.
  2. Open Save setup from the action bar.
  3. Type a name (e.g. “Q2 Meta launch”).
  4. Click Save. The modal closes and the setup appears in the list next time you open Save setup.

Load a setup

  1. Open Save setup.
  2. Find the setup in the list.
  3. Click Load. The canvas is replaced with that setup; you can edit and publish as usual.

Delete a setup

  1. Open Save setup.
  2. Find the setup and use Delete (or equivalent). Confirm. The setup is removed from the list.

Use cases

  • Templates — Save a standard structure (e.g. one campaign, two ad sets, three ads) and load it for new launches.
  • Switching contexts — Save current work, load another setup to work on something else, then load back.
  • Backup — Before big edits, save the current setup so you can restore it by loading.

Nodes & connections

How the canvas and nodes work

Campaign Builder

Canvas workflow