New Client — CSM Dashboard

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Fill in what you know — only Name is required.

Client Name *

Company

Phone

Service / Plan

Monthly Value ($)

Start Date

Notes

Facebook Ad Account ID

Found in Meta Business Manager → Ad Accounts. Format: act_XXXXXXXXXX

Campaign Filter — Name Prefix (optional)

Only pull data from campaigns whose name starts with this text. Leave blank to use all campaigns in the account.

Campaign Filter — Specific Campaign IDs (optional)

Paste specific campaign IDs (one per line) to lock this client to exact campaigns. Use this or the prefix above — not both.

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