# Worked Facebook versus Instagram platform reviews All six companies and outcomes below are fictional teaching records. No Meta account was inspected. A described account read-back is an invented scenario input, not a platform receipt. Run one complete record at a time through the standalone prompt. --- # 1. Both eligible: one offer, three creative treatments ## Business, buyer and offer Fictional CedarOps workflow SaaS; revenue operations leader; downloadable handoff checklist; completed request is the business action. ## Source URLs and checked dates Meta placement list https://www.facebook.com/business/help/407108559393196; placement rollout https://www.facebook.com/business/help/1546753450586085; platform reporting https://www.facebook.com/business/help/1098535543548363; Page identity https://www.facebook.com/business/help/272348126756182. All read 2026-10-31. Account observations below are fictional teaching assumptions. ## Campaign objective and conversion location Fictional Traffic objective to the website checklist page. Meta optimizes the selected traffic goal, while CRM-qualified requests are a later business measure. ## Account and campaign scope Fictional US/USD account CO-01, campaign C-101, ad set AS-11; planning period 2026-11-01 through 2026-11-30. ## Audience source and exclusions US B2B audience from a fictional approved first-party segment; existing customer exclusions checked. Audience overlap and actual reach remain unverified. ## Placement eligibility and observed controls Fictional 2026-10-20 Ads Manager read-back: Facebook Feed, Instagram Feed, and eligible vertical placements available; Advantage+ placements on. This is an invented teaching observation, not a real account receipt. ## Business constraint and provenance None supplied by the fictional product owner; no placement exclusion requested. ## Creative source and rights Fictional in-house CedarOps empty-owner UI card and checklist. The exercise assumes copy and imagery approved; a real launch needs file/version and rights. ## Facebook Feed adaptation Static empty-owner handoff card. Intro: “Who owns the next step after a demo?” Headline: “Map the handoff before it stalls.” CTA Download; check owner field legibility. ## Instagram Feed adaptation Crop the same empty-owner card for phone width without cutting off the owner field or checklist title. Intro: “Who owns the next step?” Same Download action and destination. ## Stories and Reels adaptation 0–2s empty owner; 2–5s a fictional team assigns owner; 5–8s checklist shows next handoff. On-screen “Give every handoff an owner.” Captions, sound-off opening and safe-zone preview required. ## Destination and tracking continuity Same fictional /handoff-checklist request page for all; form success event and source token still require real validation. ## Native preview and accessibility checks Pending in a real account. Check crop, text contrast, sound-off captions, CTA, identity and landing form for each proposed placement. ## Reporting export and attribution basis Meta Ads Manager Campaigns/Ad sets/Ads → Breakdown → By delivery → Platform or Placement; values estimated. Actual export level, attribution setting, date basis and time zone Unknown until saved. ## Platform spend and raw actions Unknown; no live results supplied. ## CRM join and deduplication Unknown; validate a stable source key and deduplicate submissions before platform-qualified claims. ## Qualification rule and maturity cutoff Unknown; define qualified request, attribution delay, qualification delay and extraction cutoff before comparing. ## Qualified counts and cost arithmetic Unknown; no matched mature platform counts yet. ## Decision and reason Both as a provisional creative/delivery plan because both are assumed eligible and no supported constraint exists. This does not claim either platform will produce more qualified requests. ## Next check and responsible owner Paid-media owner checks the exact account controls and all selected native previews before launch; analytics owner validates the form/source token before any platform-qualified report. ## Unknowns and limitations No real account, campaign, ad preview or CRM was inspected. Fictional examples do not prove availability or performance. --- # 2. Facebook-only constraint within an observed narrow control ## Business, buyer and offer Fictional Pinebridge Advisory; finance operations buyer; approved briefing request. ## Source URLs and checked dates Meta placement list https://www.facebook.com/business/help/407108559393196; placement rollout https://www.facebook.com/business/help/1546753450586085; platform reporting https://www.facebook.com/business/help/1098535543548363; Page identity https://www.facebook.com/business/help/272348126756182. All read 2026-10-31. Account observations below are fictional teaching assumptions. ## Campaign objective and conversion location Awareness objective; website briefing destination is a downstream action, not the optimization event. ## Account and campaign scope Fictional US/USD account PA-02, campaign C-202, ad set AS-22; planned 2026-11-01 through 2026-11-14. ## Audience source and exclusions US B2B audience from a fictional approved first-party segment; existing customer exclusions checked. Audience overlap and actual reach remain unverified. ## Placement eligibility and observed controls Fictional 2026-10-25 ad-set read-back shows a manual placement selector under Awareness and an eligible Facebook Feed placement. No account-wide setting is needed in this exercise. ## Business constraint and provenance Fictional compliance owner approved Facebook Feed only for this briefing on 2026-10-24, written policy PA-POL-4. This is a business rule, not a claim about platform demographics. ## Creative source and rights Fictional in-house product UI and copy, assumed approved for this exercise. Real team must record source file, claim approval and rights. ## Facebook Feed adaptation Approved static briefing cover with legible date and title. Intro names finance operations buyer; CTA Learn more leads to the briefing page. Check the real Feed preview. ## Instagram Feed adaptation Not proposed under the owner policy. Do not repurpose the Facebook asset to Instagram without a new owner decision. ## Stories and Reels adaptation Not proposed for this constrained plan. ## Destination and tracking continuity One fictional briefing page and form success event. Confirm native CTA and final URL; no platform comparison is planned. ## Native preview and accessibility checks Fictional 2026-10-25 Facebook Feed native preview checked: Page identity, crop, title, contrast, Learn more CTA and final briefing URL matched the approved record. This is an invented scenario observation, not a real receipt. ## Reporting export and attribution basis Meta Ads Manager Campaigns/Ad sets/Ads → Breakdown → By delivery → Platform or Placement; values estimated. Actual export level, attribution setting, date basis and time zone Unknown until saved. ## Platform spend and raw actions Unknown; no live results supplied. ## CRM join and deduplication Unknown; validate a stable source key and deduplicate submissions before platform-qualified claims. ## Qualification rule and maturity cutoff Unknown; define qualified request, attribution delay, qualification delay and extraction cutoff before comparing. ## Qualified counts and cost arithmetic Unknown; no matched mature platform counts yet. ## Decision and reason Constrained Facebook in the fictional ad set: a documented owner restriction and assumed narrow Awareness control support the plan. Real account availability remains to be checked. ## Next check and responsible owner Paid-media owner rechecks the actual Awareness ad-set selector and affected scope; compliance owner confirms the policy is still current before any real activation. ## Unknowns and limitations No real account, campaign, ad preview or CRM was inspected. Fictional examples do not prove availability or performance. --- # 3. Instagram-only request meets a broader account control ## Business, buyer and offer Fictional AtlasDesk SaaS; operations director; product demo request. ## Source URLs and checked dates Meta placement list https://www.facebook.com/business/help/407108559393196; placement rollout https://www.facebook.com/business/help/1546753450586085; platform reporting https://www.facebook.com/business/help/1098535543548363; Page identity https://www.facebook.com/business/help/272348126756182. All read 2026-10-31. Account observations below are fictional teaching assumptions. ## Campaign objective and conversion location Leads objective with website demo form. ## Account and campaign scope Fictional US/USD account AD-03, Leads campaign C-303 and two other active Leads campaigns; proposed 2026-11-01 start. ## Audience source and exclusions US B2B audience from a fictional approved first-party segment; existing customer exclusions checked. Audience overlap and actual reach remain unverified. ## Placement eligibility and observed controls Fictional 2026-10-26 account read-back: Instagram placements eligible, ad-set manual selector absent under Leads rollout; the visible objective-level account control would also affect two other Leads campaigns. ## Business constraint and provenance Product owner requested Instagram only for C-303 in a fictional 2026-10-26 brief. No approval exists for changing the other Leads campaigns. ## Creative source and rights Fictional in-house product UI and copy, assumed approved for this exercise. Real team must record source file, claim approval and rights. ## Facebook Feed adaptation Current Facebook creative exists in the fictional account; not approved for removal from the other campaigns. ## Instagram Feed adaptation Proposed product-screen crop and demo CTA are ready for local review; native identity and crop remain Pending. ## Stories and Reels adaptation Vertical demo storyboard proposed, but native preview and caption review are Pending. ## Destination and tracking continuity Same demo form proposed. Form success and source token have not been validated. ## Native preview and accessibility checks Pending in a real account. Check crop, text contrast, sound-off captions, CTA, identity and landing form for each proposed placement. ## Reporting export and attribution basis Meta Ads Manager Campaigns/Ad sets/Ads → Breakdown → By delivery → Platform or Placement; values estimated. Actual export level, attribution setting, date basis and time zone Unknown until saved. ## Platform spend and raw actions Unknown; no live results supplied. ## CRM join and deduplication Unknown; validate a stable source key and deduplicate submissions before platform-qualified claims. ## Qualification rule and maturity cutoff Unknown; define qualified request, attribution delay, qualification delay and extraction cutoff before comparing. ## Qualified counts and cost arithmetic Unknown; no matched mature platform counts yet. ## Decision and reason Hold the Instagram-only change. The only observed control is broader than the owner request. Do not change the objective to Traffic to regain an ad-set checkbox. ## Next check and responsible owner Account owner inventories the affected Leads campaigns and decides whether an account-wide exclusion is acceptable; paid-media owner checks the current control again after that decision. ## Unknowns and limitations No real account, campaign, ad preview or CRM was inspected. Fictional examples do not prove availability or performance. --- # 4. Delivery split exists, CRM platform join does not ## Business, buyer and offer Fictional Meridian Systems; IT operations buyer; demo-request form. ## Source URLs and checked dates Meta placement list https://www.facebook.com/business/help/407108559393196; placement rollout https://www.facebook.com/business/help/1546753450586085; platform reporting https://www.facebook.com/business/help/1098535543548363; Page identity https://www.facebook.com/business/help/272348126756182. All read 2026-10-31. Account observations below are fictional teaching assumptions. ## Campaign objective and conversion location Leads objective; website demo request. ## Account and campaign scope Fictional US/USD account MS-04, campaign C-404; delivery 2026-10-01 through 2026-10-14. ## Audience source and exclusions US B2B audience from a fictional approved first-party segment; existing customer exclusions checked. Audience overlap and actual reach remain unverified. ## Placement eligibility and observed controls Both platforms delivered in a fictional Advantage+ placement setup. No constrained change proposed. ## Business constraint and provenance None supplied. ## Creative source and rights Fictional in-house product UI and copy, assumed approved for this exercise. Real team must record source file, claim approval and rights. ## Facebook Feed adaptation Approved demo-card static, CTA Request demo, same landing form; native preview assumed in this fiction. ## Instagram Feed adaptation Phone crop of approved demo card, same CTA and landing form; native preview assumed in this fiction. ## Stories and Reels adaptation No vertical placement result is used in this platform comparison; eligibility and creative status Unknown. ## Destination and tracking continuity Same demo form, but CRM records did not retain a validated platform source key. ## Native preview and accessibility checks Fictional Feed previews reviewed; actual screenshots and accessibility receipt unavailable. ## Reporting export and attribution basis Fictional Ads Manager campaign-level By delivery → Platform export, extracted 2026-10-20, USD, delivery 2026-10-01 through 2026-10-14; breakdown values estimated. Attribution setting, time zone and date basis not retained, so no broader performance verdict. ## Platform spend and raw actions Facebook $2,500 and 50 raw forms: $50 raw CPL. Instagram $1,600 and 40 raw forms: $40 raw CPL. Both numbers are fictional and use the same raw-form definition. ## CRM join and deduplication CRM has 15 distinct qualified people campaign-wide but no validated platform key. Those 15 cannot be assigned to either platform. ## Qualification rule and maturity cutoff Qualified means accepted demo request from an in-scope company; individual cutoff not retained. Platform qualification remains Unknown even if campaign total is mature. ## Qualified counts and cost arithmetic Facebook qualified count/CPL Unknown. Instagram qualified count/CPL Unknown. Do not divide either spend by all 15. ## Decision and reason Hold a placement or budget shift. Raw CPL differs, but attribution details and CRM platform join are missing; the 15 campaign-qualified people support no platform winner. ## Next check and responsible owner Analytics owner validates a platform source key on future successful forms, the export attribution settings and a cohort cutoff before the next platform report. ## Unknowns and limitations No real account, campaign, ad preview or CRM was inspected. Fictional examples do not prove availability or performance. --- # 5. Matched mature costs, observational allocation ## Business, buyer and offer Fictional CedarOps; US revenue operations buyers; same handoff checklist request for both platform cohorts. ## Source URLs and checked dates Meta placement list https://www.facebook.com/business/help/407108559393196; placement rollout https://www.facebook.com/business/help/1546753450586085; platform reporting https://www.facebook.com/business/help/1098535543548363; Page identity https://www.facebook.com/business/help/272348126756182. All read 2026-10-31. Account observations below are fictional teaching assumptions. ## Campaign objective and conversion location Leads objective, website checklist form; CRM qualification is a separate downstream rule. ## Account and campaign scope Fictional US/USD account CO-05, campaign C-505; Facebook and Instagram delivery cohorts both 2026-09-01 through 2026-09-30. ## Audience source and exclusions US B2B audience from a fictional approved first-party segment; existing customer exclusions checked. Audience overlap and actual reach remain unverified. ## Placement eligibility and observed controls Both platforms were eligible and delivered under the fictional account setting. No current one-platform control or change is assumed. ## Business constraint and provenance Fictional finance owner supplied a maximum $250 per CRM-qualified checklist request from unit economics on 2026-08-28. It is independent of a public platform average. ## Creative source and rights Fictional in-house product UI and copy, assumed approved for this exercise. Real team must record source file, claim approval and rights. ## Facebook Feed adaptation Same approved CedarOps empty-owner card and Download CTA, checked in fictional Feed preview. ## Instagram Feed adaptation Same approved offer, phone-width card crop and Download CTA, checked in fictional Feed preview. ## Stories and Reels adaptation No vertical delivery included in these matched Feed cohorts; a separate vertical asset would need a new review. ## Destination and tracking continuity Same checklist form. Fictional validated platform source token persists through form success into CRM; unique submission ID is retained. ## Native preview and accessibility checks Fictional Feed previews confirmed the owner field, CTA, contrast and same destination. No real native receipt exists. ## Reporting export and attribution basis Fictional campaign-level Ads Manager By delivery → Platform export, extracted 2026-10-22; values estimated. Both use USD, America/New_York, impression-date reporting and seven-day click attribution. The CRM follows requests through Oct 7 and qualification through Oct 21. ## Platform spend and raw actions Facebook $4,200, 60 raw submissions; Instagram $2,400, 80 raw submissions. Both are from the same 2026-09-01 through 2026-09-30 delivery window. ## CRM join and deduplication Validated platform source token plus unique submission ID joins each successful form. Duplicates removed by submission ID. No unresolved positive records in this fiction. ## Qualification rule and maturity cutoff Qualified means an in-scope buyer with accepted checklist request. Delivery closes Sep 30; latest attributable request Oct 7 after seven-day allowance; 14-day qualification deadline Oct 21; both extracted Oct 22. ## Qualified counts and cost arithmetic Facebook 21 qualified; raw CPL $4,200/60=$70; qualified CPL $4,200/21=$200. Instagram 8 qualified; raw CPL $2,400/80=$30; qualified CPL $2,400/8=$300. Instagram raw CPL is $40 lower; Facebook qualified CPL is $100 lower. With Facebook $200 as baseline, Instagram qualified CPL is 50% higher. ## Decision and reason Both pending a bounded allocation test. Facebook observed qualified CPL meets the $250 owner ceiling; Instagram does not. Do not infer a spend shift will reproduce $200 at higher volume from this observational allocation. ## Next check and responsible owner Paid-media and analytics owners design a controlled next comparison with fixed offer/measurement and a dated CRM cutoff; finance owner reviews the $250 ceiling before any budget change. ## Unknowns and limitations No real account, campaign, ad preview or CRM was inspected. Fictional examples do not prove availability or performance. --- # 6. Verified zero and immature unknown are different ## Business, buyer and offer Fictional Riverline Ops; procurement leader; consultation request. ## Source URLs and checked dates Meta placement list https://www.facebook.com/business/help/407108559393196; placement rollout https://www.facebook.com/business/help/1546753450586085; platform reporting https://www.facebook.com/business/help/1098535543548363; Page identity https://www.facebook.com/business/help/272348126756182. All read 2026-10-31. Account observations below are fictional teaching assumptions. ## Campaign objective and conversion location Leads objective, website consultation form. ## Account and campaign scope Fictional US/USD account RO-06; Facebook cohort 2026-09-01 through Sep 14, Instagram cohort 2026-10-15 through Oct 28. Windows have equal length but different maturity. ## Audience source and exclusions US B2B audience from a fictional approved first-party segment; existing customer exclusions checked. Audience overlap and actual reach remain unverified. ## Placement eligibility and observed controls Both platforms delivered in their respective fictional cohorts. Current account control availability Unknown. ## Business constraint and provenance Fictional owner ceiling $250 per qualified consultation, documented 2026-08-30. It is a business input, not a platform benchmark. ## Creative source and rights Fictional in-house product UI and copy, assumed approved for this exercise. Real team must record source file, claim approval and rights. ## Facebook Feed adaptation Approved static consultation scene; CTA Book consultation; fictional local preview. ## Instagram Feed adaptation Same offer in a phone crop; CTA Book consultation; fictional local preview. ## Stories and Reels adaptation Not used in these cohorts. ## Destination and tracking continuity Same consultation form. Fictional validated source key and unique submission ID for both cohorts. ## Native preview and accessibility checks Local Feed crops assumed reviewed in this fiction; no real native receipt. ## Reporting export and attribution basis Fictional account reports use USD and the same raw-form definition. Facebook cohort extracted 2026-10-22; Instagram cohort extracted 2026-10-29. Attribution settings/date basis assumed equal but the cohorts have different outcome maturity. ## Platform spend and raw actions Facebook $500 and 10 raw forms: $50 raw CPL. Instagram $400 and five raw forms: $80 raw CPL. ## CRM join and deduplication Source token and unique submission ID validated; no duplicate forms. Instagram qualification remains pending despite five joined raw forms. ## Qualification rule and maturity cutoff Qualified means accepted consultation from in-scope company, with seven-day attribution allowance and 14-day qualification. Facebook latest attributable Sep 21, maturity Oct 5, extraction Oct 22: mature zero verified. Instagram latest attributable Nov 4, maturity Nov 18, extraction Oct 29: immature. ## Qualified counts and cost arithmetic Facebook verified zero qualified, so $500/0 has no finite qualified CPL and cannot meet the finite $250 ceiling. Instagram qualified count and CPL Unknown; do not write zero or a number. No qualified-CPL difference exists. ## Decision and reason Hold a platform winner decision. Diagnose the mature Facebook zero and wait for Instagram outcomes. The cohorts are not aligned on maturity, and their different dates may also change delivery conditions. ## Next check and responsible owner CRM owner audits the 10 Facebook forms and checks Instagram qualification after Nov 18; paid-media owner reviews any setting change only after that result. ## Unknowns and limitations No real account, campaign, ad preview or CRM was inspected. Fictional examples do not prove availability or performance.