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How to Set Up Facebook Business Manager

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How to Set Up Facebook Business Manager

How to Set Up Facebook Business Manager

  1. Step 1: Create an account
  2. Step 2: Connect Your Page(s)
  3. Step 3: Add People
  4. Step 4: Add Your Business Page
  5. Step 5: Add Your Payment Method
  6. Step 6: Set up your Facebook tracking pixels

Facebook Business Manager was designed to help you easily manage ad accounts, your Pages, and all the people that work within them.

The Business Manager also lets you track your social media campaigns and offers detailed reporting as well as visualization  – so you can see if your campaigns are getting results - or not.

Think of it like a one-stop shop.

So let’s dive in.

Here’s how to set up Business Manager and get started.

Side Note: 

Using Facebook Business Manager is more effective if you have more than one person working on an ad account, or you’re working with an agency. 

Takeaway: 

Facebook Business Manager helps you manage your ad performance and streamlines the process of managing social media.

Step 1: Create an account

Go to “business.facebook.com”.

Facebook Business Manager

Click “Create an Account.”

Enter your business’ name, your name and email.

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Hit “next” and continue filling out the form.

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Once you’ve completed the form, select “Submit.”

Next, you’ll arrive in the Business Manager.

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Step 2: Connect Your Page(s)

In this step, you’ll connect your business page for this account and your ad account. 

Choose “Add Page” on the dashboard, and then click “Add Page” again.

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Type the name of your business in the box.

If you’re not the admin, search for your page to request access.

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If you are the admin, you’ll get instant access to your business page. 

Then choose “Add Page.”

Step 3: Add People

You’ll be asked to “invite people.” This is where you will add the Users for this ad account.

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Side Note:

“Employee access” gives people access to the accounts and everything in it, but it will limit their access to certain Pages or ad accounts. They will only work in areas where they’re assigned to work.

“Admin access” gives you access to everything. This user has full control over your business. They can edit settings, employee access, tools, etc.

Step 4: Add Your Business Ad Account

Here, you will add your Ad Account that will be associated with the Business Manager. 

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Create your Ad Account within the Business Manager.

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Connect any employee’s that will need access to the account.

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Then give them the proper access (Standard Access or Admin Access). 

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Your new Ad Account has been connected. 

Side Note: 

If you’ve already been using an ad account with your business and move your ad account to the Business Manager, you can’t separate that ad account from the Business Manager. 

Be sure to create an ad account for the sole purpose of running ads for your business.

Here’s an example:

We started working with a client who had an employee managing her ads through the employee’s personal ad account.

Everything that this employee was working on, even if it was personal, would’ve gone into the Business Manager.

If you’re in this situation, we recommend making a new ad account solely for the business.

Step 5: Add Your Payment Method

If you’ve created a new Ad Account, you will need to enter your primary payment method to your account. 

You can easily create new accounts within the Business Manager – up to 5 accounts.

Select “Add.”

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And then enter the appropriate information.

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If you create all the ad accounts at once, ONLY add your payment method to one of the accounts. 

This is critical, because if one of the accounts gets banned, Facebook can track the payment method.

And you won’t be able to use any accounts associated with this payment method.

When you have a high rate of unapproved ads, Facebook will flag your account and will ban you from running ads.

Creating additional ad accounts is a handy precaution to getting back up and running quickly.

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Step 6: Set up your Facebook tracking pixels

This critical step ensures that you can properly track all your efforts – and know if your ads are working.

In the upper-left hand dropdown menu, click on “All Tools.“

Go to “Event Manager” and then choose “Pixel.”

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If you haven’t created a pixel yet, you’ll see a green button in the middle of the page to create your pixel.

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Follow the on-screen prompts to install your pixel. 

This process may seem difficult, but it’s super simple. 

Copy-and-paste your pixel to the header of your landing pages/website pages.

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Once you’ve created your Facebook pixel, it will give you a download that you can upload to your WordPress site/account to install the pixel.

If you’re using a Wordpress website, you can use a plugin to connect to your Facebook account to start tracking your website with the pixel. (See screenshot below.)

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You can start placing event codes on your thank you pages and after purchase pages to track the different actions that your visitors take. 

Side Note:

The three most important events to track are: 

  • Page views
  • Leads
  • Purchases

Page view is a general event that should be placed on every page. 

The lead event should only be placed in the pixel that goes on your Thank You page. 

You can place the purchase event on the Thank You page as well. But with this event, you can include the value that the purchase is worth, since there is a value associated with this action.

Tracking Benefits

It’s important to track every action that is taken with your ad funnel for two reasons:

  1. Segmenting your audience based on their actions allows you to send them additional ads, if they haven’t purchased or taken the action. 
  2. You can make adjustments to the funnel where there might be discrepancies. You may notice a drop off at a certain part of the funnel, and you’ll be able to make adjustments to your landing page. 

Congrats! You’ve set up Facebook Business Manager and you can now created you first ad. Happy Campaigning!

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