Account Audit Guide

    Pixel Installation

    Check if every conversion-relevant page includes the pixel code. Consider browser extensions or event testing tools for verification.
    Ensure all necessary Standard and Custom Events are firing (e.g., ViewContent, AddToCart, Purchase).
    Review diagnostics or error messages reported by pixel helpers and fix all critical issues.

    Custom Audiences

    Review if audiences are clearly differentiated (e.g., by website actions, engagement, CRM data).
    Make sure lists are updating, not static, and minimum audience sizes are met.
    Exclude converters or certain user types to avoid overlap and wasted budget.

    Billing Settings

    Verify that payment methods, billing addresses, and VAT IDs are correct.
    Check that account and campaign-level budgets match business requirements and limits.

    Policy Flags & Compliance

    Review account notifications, and resolve any flagged issues promptly.
    Stay informed about the latest advertising platform guidelines and apply necessary changes.

    Account Audit Guide – User Manual

    Account Audit Guide is an interactive checklist designed to help you systematically review crucial aspects of your advertising account. It ensures your pixel implementation, audience segmentation, billing details, and policy compliance are all thoroughly checked for optimal ad performance and compliance. Follow this step-by-step guide for an effective audit.

    Key Features & Benefits

    • Interactive checklist for structured audits
    • Sectioned into: Pixel Installation, Custom Audiences, Billing Settings, Policy & Compliance
    • Practical explanations and guidance for each step
    • Visual progress indicator and result summary
    • Suitable for both beginners and experienced users

    How to Use the Account Audit Guide Checklist

    • 1. Start the Audit:
      Access the checklist interface on your website. All relevant audit sections will be displayed as cards or panels: Pixel Installation, Custom Audiences, Billing Settings, and Policy Compliance.
    • 2. Complete Each Audit Point:
      • Go through each audit section sequentially.
      • For every item (checkbox), review the corresponding aspect in your ad account (e.g., pixel code on your website, audience details in your ad platform).
      • Each item’s description offers guidance or examples. Use these to understand what to verify.
      • Mark the checkbox if the check passes. All checkboxes are required and must be ticked to complete the audit.
    • 3. Submit the Audit Checklist:
      • Once all items are checked, click the “Check Audit Status” button at the bottom.
      • If any required audit step is left unchecked, a warning will be shown, prompting you to review incomplete items.
    • 4. Review Audit Results:
      • A summary progress bar will display your completion percentage.
      • The table below offers a clear overview of all items and your status (done / not done).
      • You can use the audit result for documentation or as a template for future regular checks.

    Section Explanations

    • Pixel Installation: Verify correct pixel placement, active event tracking, and absence of critical pixel errors using tools such as browser extensions or platform diagnostics.
    • Custom Audiences: Ensure audiences are segmented meaningfully, constantly refreshed, and all necessary exclusions are applied to prevent overlap or wasted budget.
    • Billing Settings: Check that all billing information (payment methods, addresses, VAT IDs) is up to date and that spend limits align with your strategy.
    • Policy Flags & Compliance: Confirm there are no unresolved policy violations or warnings, and familiarize yourself with the latest advertising guidelines to avoid issues.

    Best Practices

    • Perform audits periodically as part of your account management routine.
    • Resolve flagged issues promptly to maintain account health and avoid disruptions.
    • Document your audit results for compliance and process improvement.

    Tip: If you are unsure about any checklist item, review its tooltip/help text or consult the relevant ad platform’s official documentation.

    Your systematic use of this tool will help ensure error-free ad setups, adherence to platform policies, and maximized campaign effectiveness.

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    08.07.2025 460 times read 4 Comments

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    well i saw sum1 say audits r always easy but like honestly i think most of these guid things is just copypasta from b4 and doesnt acount for the new rulez at al so i dunno who to trust.
    I read the article and to be honest, I‘m a bit torn. On one side I get that audits are important and can help catch issues you‘d never see otherwise, but on the other hand, I always find those guides super overwhelming with how many steps and checklists there are. Sometimes I feel lost halfway through and just hope I didn‘t miss anything crucial.

    I saw someone say that most of these guides just repeat the same old stuff and don‘t take new rules into account, which honestly matches my experience too. The last time I tried following one of those audits everything felt a bit out of date. Like, some screenshots didn‘t even match what I see on my screen anymore. Makes you wonder if the folks writing these are actually using the tools themselves.

    That said, I still think it‘s better to at least try and follow a guide than to ignore audits completely, but it‘s frustrating. Would really help if someone could do a more up-to-date version or at least mention "hey, this changed in 2024." Anyway, just my two cents – I‘ll keep muddling through for now. Anyone else feel a bit lost with these?
    i dunno if this gudie even works for bigger acounts tho cuz nobody talkes about what hapens when u got hundreds post to audit at once.
    Honestly, I think it's kind of funny how people always say "just follow the guide and you'll be fine", but in reality, every audit is a bit different. I've seen people stressing over tiny details that nobody checks in the end, and then the big stuff gets overlooked. I sorta get what Anonymous is saying about the copy-paste thing cause half the time those guides feel like they're made for a completely different set of rules or a totally different year. Guess it's partly because the rules keep changing and not everyone has the patience to go through and update everything. In my experience doing audits at work, the only thing that really helps is double-checking the criteria *your* specific team or company uses, instead of trusting any random guide 100%. Would be nice if there was a place with really up-to-date info but yeah, that's probably wishful thinking.
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