ZyanDocs

Campaigns and reports

Create a campaign record, read the seven detail tabs for a Google or Meta campaign, and produce the printable report you send to the client.

A campaign in Zyan is a record: who it is for, what it should cost, when it runs, and which provider campaign it corresponds to. Once it is synced, the detail page gives you seven tabs of provider data and a printable report you can hand to the client without exporting anything.

Before you start

You need Ad Manager, which is owner-only and needs the Google Ads plan feature. For real numbers to appear, the provider must be connected and synced.

Create a campaign record

Click New Campaign

From the GrowthAd Manager header. The page subtitle is Set up a new paid ad campaign.

Apply a template, if you have one

The template selector sits at the top and fills the form for you.

Campaign Info

Campaign Name is required — the placeholder is e.g., Spring Sale — Meta Conversions. Then Platform, Objective, a description and audience notes.

Client & Project

Search and select the client, then the project it belongs to.

Budget & Schedule

Total Budget ($), Start Date and End Date.

External IDs

External Campaign ID, Ad Account ID (for example act_123456789) and Platform Dashboard URL.

Recurring Check-ins

A number plus a unit — day(s), week(s), month(s) or quarter(s).

Save, and optionally save as a template

Tick the box and give the template a name to reuse the whole form.

Settings reference

SettingWhat it changesDefault
Campaign NameRequired. The campaign's name in Zyan.
PlatformMeta Ads, Google Ads or Other.
ObjectiveAwareness, Traffic, Conversions, Leads or Sales.
AudienceFree-text audience note, for example homeowners 30–55 in one metro.
Total Budget ($)The campaign's total budget as recorded in Zyan. It does not set the provider's budget.
Start Date / End DateThe campaign flight as recorded in Zyan.
External Campaign IDThe provider's own campaign ID. This is what ties the record to the live campaign.
Ad Account IDThe provider ad account, for example act_123456789.
Platform Dashboard URLA deep link back to the campaign inside Google Ads or Meta Ads Manager, so the team can jump straight there.
Recurring Check-insHow often this campaign should be reviewed — a number plus days, weeks, months or quarters.
Save as templateStores the filled form under a name you supply, for reuse on the next campaign.Off

Total Budget here does not change provider spend

It is the budget you agreed with the client, recorded in Zyan. The provider's daily budget is changed through the staged change-set flow, and it is guarded. Filling this field spends nothing and changes nothing at Google or Meta.

The seven detail tabs

Google and Meta campaign detail pages are the same shape, with one tab named differently.

TabWhat it shows
OverviewHeadline metrics and the trend
Notes & ActivityThe change log and any notes your team added
AdsThe creatives
Spend & BudgetSpend breakdown and budget usage
Ad Groups (Google) / Ad Sets (Meta)Performance one level down
DemographicsAudience slices
ReportsGenerating and sending the report

The active tab is kept in the URL, so a link you paste into a message opens on the tab you were looking at.

Delete Campaign is available from the detail page and asks for confirmation. It removes the Zyan record — it does not delete anything at the provider.

The printable report

Open the campaignReports for a print-friendly page with five sections:

  1. Campaign Overview
  2. Spend Breakdown
  3. Budget Usage
  4. Performance Trends
  5. Activity Log

Print it to PDF from the browser and send it, or share the report URL.

Two conventions worth knowing before a client asks

Google stores CTR as a ratio and Zyan converts it to a percentage for display and export; Meta's units are passed through unchanged. Monetary figures keep the ad account's own currency rather than being converted.

Troubleshooting

SymptomCauseFix
A campaign record shows no metricsIt is not linked to a live provider campaign, or nothing has syncedFill the External Campaign ID and Ad Account ID, then Sync
The record exists in Zyan but not at GoogleCreating a record does not create a provider campaignCreate it at the provider, then link the IDs
Deleting the record did not stop the adsDelete removes the Zyan record onlyPause or delete the campaign at the provider
The report is emptyNo synced data in the periodSync first; check the campaign's flight dates
CTR looks a hundred times offGoogle's ratio-to-percentage conversion, misreadZyan already converts Google CTR for display; Meta is unchanged
Currency looks wrongFigures keep the ad account's currencyExpected — no conversion is applied
The Meta Ads tab is not thereMeta Ads is not part of the planA plan boundary, not a setting