Ultimate Guide to Setting Up Facebook Business Manager

Step-by-Step Guide to Setting Up Facebook Business Manager

In order to run PAID ADS on Facebook and be within compliance for advertising guidelines, you will need to set up a Facebook Business Manager. Our goal here, is to assist you step by step with that process. Some of you might have hit the BOOST button in the past on Facebook or PROMOTE on Instagram and not even known that you are required to have an advertising account with Facebook. Most clients that we speak to, are aware that their personal Facebook account is being charged for these ads and think that this is totaly acceptable for their business (more information for that can be found CLICK HERE)

1) The first step is clicking through to Business Manager Creation

Once there, you are going to click CREATE ACCOUNT in the top right.

Setting up Facebook Business Manager

2) Once here, you are going to enter the Name of your new Business Manager, your name and a valid email address. Please make sure that you enter all of this information as specific as possible, especially the email address as  you will receive an email notification once the Facebook Business Manager is set up.

Screenshot of the Facebook Business Manager account creation form, showing fields to enter business name,

Welcome to your brand new Facebook Business Manager.

Screenshot of Facebook Business Suite interface showing a welcome message and options for managing Facebook

This page will allow you to access everything that is important “Behind the Scenes” that you could want to access and it is all located within your Facebook Business Manager. If you want to create and run an ad on Instagram or Facebook – You can create that ad inside of Facebook Business Manager. Click on MORE TOOLS which is located on the left hand side and has a hamburger menu next to the wording.

Screenshot of a Facebook Business Manager interface displaying insights, recent posts, and options to create

After you have clicked on your email to verify the set up of your Facebook Business Manager, you are going to need to move onto the ad account next. Click on Business Settings on the left hand side, midway down the left menu.

Facebook Business Manager interface showing More Tools menu, ad account settings, and options to create

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Once here, you can thank Facebook for welcoming you to the advertising platform and you can take a mini tour.

Popup in Facebook Business Manager showing account access options for managing users and assets, relevant

You will need to now add any of the pages that you personally are an admin on to your Facebook Business Manager. Please click on PAGES on the left hand side menu.

Screenshot of the Facebook Business Manager Pages section, showing the interface where users add Facebook

CLick on ADD in the center of the page. This will give you 3 options:

  1. Add a page that your business is already the owner of
  2. Request access to a page that another business owns and you will be conducting work on such as running Facebook ads or posting content to
  3. If your page does not already exist, you can create a brand new page
Facebook Business Manager interface showing options to add pages, including requesting access or creating a

Once you have added all of the Facebook pages that you need to, you will have to now set up your advertising accounts. Please click on the AD ACCOUNTS on the left hand side of the screen beneath ACCOUNTS.

Ad Accounts section in Facebook Business Manager interface, showing an empty state with a prompt

This will now bring you back to the standard 3 options inside of the Facebook Business Manager:

 

  1. Do you want to add an ad account that your Facebook Business Manager will now own
  2. Are  you looking to run ads on behalf of another Facebook Business Manager
  3. If there is no advertising account yet created you will need to create this account now
Screenshot of Facebook Business Manager interface showing ad account setup options, illustrating how to add

To make life easier for our clients, we run their Facebook Paid Traffic ads through their Facebook Business Manager ad accounts. What this means is that our agency has access to their Business Manager and Ad Accounts. This allows our clients to see the Facebook or Instagram ads that we are running on behalf of their business in real time. What this also means is that since these ads are running through their Facebook Business Manager, their credit card is also assigned to this ad account. In order to give an agency access to your Facebook Advertising Account, please click ADD under the Partner to Share Assets With:

Screenshot of Facebook Business Settings showing how to add a partner to share assets, specifically

If you have followed these steps correctly, this is the screen where you would simply type in the AGENCY Business ID that would be running you paid Facebook or Instagram ads.

Popup window in Facebook Business Manager showing "Add a New Partner" setup instructions, guiding users

We hope this has cleared up any questions that you might have had in setting up your Facebook Business Manager Account. If you have any questions or something is not working for you, click below and let’s get  your account set up for success.

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Contact us today to supercharge your digital presence.