What Should a Monthly Ad Account Health Review Include?
A monthly ad account health review is routine maintenance, not a way to bypass a restriction or guarantee that an account will remain active. It helps you notice changes, correct ordinary setup problems and keep useful records if an issue arises. The review can be simple: check the account’s status, billing, access, business details, policy requirements, landing pages and recent changes.
Platforms may use different terms, notices and review processes. Their current requirements, thresholds and steps are published in their own help centers and policy pages, so check those sources rather than relying on an old checklist. If you find a restriction or a payment problem, follow the platform’s official instructions and contact its support or appeal channel when appropriate.
1. Check account status and notifications
Start with the account’s current status and any messages shown in its dashboard or sent through its official notification channels. Look for notices about restrictions, rejected ads, advertiser verification, billing, spending limits, pending reviews or changes to account features. Read each notice in full, including any stated reason and the action the platform asks you to take.
Make a note of what is active, what has changed since the previous review and whether anything requires attention. Do not assume that an ad account is healthy just because some campaigns are running. An account can have a notice or unresolved issue even when some advertising activity continues.
For each notice, record its wording or a careful summary, when you saw it, the affected account or campaign, and the steps you took. Keep copies of relevant communications where permitted, but protect personal, payment and business information. If the notice is unclear, consult the platform’s current help information or use its official support channel. Avoid repeated actions that do not address the stated cause.
2. Review billing and payment methods
Check whether the account’s billing details are current and whether any payment is shown as failed, overdue, disputed or otherwise requiring attention. Confirm that the payment method listed is one you are authorized to use and that its details remain valid. If the platform provides billing records or receipts, compare them with your own records and flag any charge you do not recognize.
A failed payment can have several possible causes, and the platform’s notice may not contain every detail. Follow the instructions in the account and, if necessary, contact the payment provider through its official channels. Do not repeatedly submit payment details without understanding the issue, and do not add a payment method you are not authorized to use.
If a payment problem is connected to an account restriction, treat the two issues separately in your notes. Record the payment notice, any relevant account-status message and the action taken for each. Current billing rules, supported methods, thresholds and resolution steps can change, so verify them in the platform’s own help and policy pages.
3. Check who has access and what each role allows
Review the people and business entities that can access the advertising account. Confirm that each listed party still needs access and that the assigned role fits the work they perform. Remove access that is no longer needed through the platform’s normal permission controls, following its current process.
Pay attention to whether someone can manage campaigns, billing, account settings or other business assets. Different roles can have different permissions, and role names may vary by platform. Check the platform’s explanation of each role instead of assuming that a familiar label grants the same access everywhere.
Also review whether the account’s access arrangements match your organization’s current responsibilities. If a staff member or service provider has changed duties, update permissions through the official account controls. Do not share passwords or use another person’s login to work around a permission issue. If access cannot be changed or an unknown party appears, document what you see and contact the platform through its official support route.
4. Confirm business and contact details
Check that the account’s business name, address, contact information and other required details are accurate and consistent with the records the platform asks you to provide. Review any advertiser verification status or request for additional information. If the platform identifies a mismatch, follow its instructions and correct the underlying information rather than submitting details that are incomplete or misleading.
Keep the relevant business records organized so they can be consulted if verification is requested. The specific documents and acceptable formats depend on the platform and the situation; do not rely on a list saved from an old process. The platform’s current verification guidance explains what it accepts and how information should be submitted.
Make a note of any changed business details and when the account was updated. If a change is still under review, record that status without assuming that it has been approved. For questions about why a detail was rejected or how to correct it, use the official help or support channel. Never alter or fabricate documents to make account information appear to match.
5. Revisit policies and ad materials
Use the review to check for policy updates that could affect the account, its ads or the way its products and services are described. Read the platform’s current policies and any notices tied to rejected ads or restricted activity. A previous approval does not necessarily mean that an ad, claim or destination will meet current requirements in every context.
Review active and recently changed ads for accurate claims, appropriate disclosures and consistency with the destination they promote. If an ad was rejected, identify the stated policy concern and make a genuine correction where needed. If you disagree with the decision, use the platform’s official appeal process rather than trying to conceal the same issue or submit slightly altered versions without addressing the cause.
Policy wording and enforcement steps can change, and requirements may depend on the content or market involved. Check the platform’s own policy pages for current guidance. Keep a record of the policy area reviewed, any material issue found and the corrective action taken. This helps distinguish a policy change from a billing or account-access problem later.
6. Inspect landing pages and destination records
Open the landing pages used by active ads and confirm that they work as intended. Check that the destination is available, relevant to the ad, and consistent with the claims and offer shown in the advertising. Review important page content, contact details and any disclosures that may be required by the platform’s policies. If a page has moved or its content has changed, update the ad or correct the page through the ordinary process.
Record which ads point to which destinations, especially when multiple campaigns or pages are involved. Keep a simple reference to the page’s purpose and the date of a meaningful change. This can make it easier to trace a later rejection or review to a specific destination rather than guessing which page was involved.
Do not use a different destination to disguise what an ad promotes or to get around a policy decision. If the platform flags a destination, read the reason, check the page and its linked content, and correct the underlying issue. Refer to the platform’s current landing-page rules and use its official support or appeal channel if the notice remains unclear.
7. Keep a simple change log
A change log does not need to be elaborate. A spreadsheet or secure internal document can record what changed, when it changed, who made the change and why. Include relevant account, campaign, billing, access, business-detail, ad or landing-page references. Note any platform notice and the steps taken in response.
A useful entry might say that an access role was updated because responsibilities changed, or that a destination page was revised after a policy notice. Keep descriptions factual and concise. Avoid storing passwords, full payment details or unnecessary personal information in the log. Limit access to people who need the record and follow your organization’s information-handling practices.
When a problem appears, compare the notice with recent entries. The log may help identify a change worth checking, but it does not prove that the change caused the problem. Use the platform’s stated reason and official guidance to investigate. Preserve relevant records without editing them to make an action look different from what occurred.
8. Monthly review checklist and follow-up
Use this checklist as a prompt, not as a substitute for the platform’s current requirements:
- Check account status, dashboard messages and official notifications.
- Review billing records, payment notices and the validity of authorized payment methods.
- Confirm that access is limited to people who need it and that roles are appropriate.
- Verify business, contact and advertiser-verification details.
- Review policy updates, rejected ads and any related notices.
- Open active landing pages and check that their content matches the ads.
- Update the change log with significant actions and unresolved issues.
- Check the platform’s help center and policy pages for current thresholds, wording and steps.
If everything appears in order, record that the review was completed and note any follow-up items. If you find a restriction, verification request or payment failure, address the specific cause described by the platform. Use its official appeal and support channels when needed, and keep the relevant notices and records together. This review is ordinary account maintenance; it can make account information easier to manage, but it cannot guarantee approval, continued access or a particular outcome.