How To Use Meta (Facebook) Business Manager

You should use Meta (Facebook) Business Manager if your brand or business uses Facebook. Part of the Meta Business Suite, the instrument protects your Facebook business resources, keeping them concentrated and coordinated, whether you’re a group of one or ten.

Assuming you’ve been putting off setting up the Business Director since you expected to sort out how it functions, we have uplifting news. In only ten fundamental advances, this instructional exercise will show you how to do everything, from setting up your record to putting together your most memorable promotion crusade.

We should examine what a Facebook Business Chief is, who can profit from making a record, and how to set one up for your image.

What is Facebook Business Manager (aka Meta Business Manager

Meta (Facebook) Business Manager, presently called Meta Business Supervisor, is a free stage for overseeing and coordinating your business on Facebook. Meta further makes sense that Business Chief “assists sponsors with coordinating Facebook showcasing endeavors across their business and with outside accomplices.”

It’s a central dashboard to manage your Facebook marketing and advertising activities. You can also control multiple users’ access to your Facebook page and assets, along with additional resources like your Instagram account and product catalogs.

Here are some of the critical functions of a Business Manager

It’s a central place to track Facebook and Instagram ads, with detailed reports showing how your ads perform.

It allows you to give vendors, partners, and agencies access to your pages and ads without handing over ownership of the assets.

It keeps your business activities separate from your profile, so you don’t have to worry about posting in the wrong place (or getting distracted by cat videos when trying to work).

If you need clarification on whether setting up a Meta Business Manager account is correct, let’s review who should use it and why.

Why should you create a Meta Business Manager account

There are several scenarios in which you may benefit from having a Meta Business Manager account. Here are a few reasons to create an account:

You’re a brand social media manager: If you’re a social media manager or another marketing team member at a business, Meta Business Manager is the tool you need. Business Manager makes it easy for multiple people to access and manage your Facebook or Instagram business pages.

You’re a creator or business owner: Besides helping you organize and manage your business, Business Manager helps separate your brand from your account. Your audience won’t see your personal Facebook information — they’ll only associate your brand with the data you choose to share, such as your name, work email, and Pages and ad accounts.

You manage multiple assets or accounts: If you manage multiple Facebook or Instagram assets such as Facebook Pages, ad accounts, or apps for your business, then having one central platform helps keep everything organized.

You work with external vendors: Do you work with a marketing agency or freelance social media manager to help create, run, or manage your Facebook Pages or ads? Meta Business Manager makes it easy to give access to external team members while ensuring you and your business maintain ownership of all your assets.

If you are in one of these situations, let’s review how to set up your Meta Business Manager account.

How to set up Meta (Facebook) Business Manager in 09 steps

Before you create your Meta Business Manager account, it’s important to note a couple of requirements:

To create a Facebook Business Manager account, you must have a personal Facebook account. Your account is used to log in and confirm your identity.

You can only create up to two Business Manager accounts.

Now that those steps are completed, let’s review the steps to set up your Meta Business Manager account.

Step 1. Create your Business Manager account

1. Go to business.facebook.com. You can sign into your Facebook or Instagram account or make another record. The first screen at business.facebook.com requests that you sign in using Facebook or Instagram and explains what a Business Chief record permits you to do: regulate your pages, documents, and business resources; create and oversee promotions; and track your exhibition.

2. To create your business account in Business Manager, enter your business and record name. You should likewise add your name and business email to check the record. Hit Submit to make your record.

3. Check your email for a message with the subject line “Confirm your business email.” Within the message, click Confirm Now.

4. Once you’ve confirmed your account, it’s time to add your business details. This information includes your business’s legal name, address, phone number, and website.

Step 2. Add your Facebook Business Page(s)

In this step, you have a couple of different choices. You can add an existing Facebook business page or create a new one. If you manage Facebook pages for clients or other businesses, you can also request access to someone else’s page.

That last distinction is important. While you can use Business Manager to manage clients’ Facebook pages and ad accounts, using the Request Access option rather than the Add Page option is essential. If you add your clients’ pages and ad accounts to your Business Manager, they’ll need more access to their business assets, which can cause tension in your business relationship.

For this post, we’ll assume you’re managing your assets rather than acting as an agency, so we won’t be able to go into the Request Access process. But be sure to keep this difference in mind.

If you still need to create your Facebook Business page, we have a video tutorial that walks you through setting one up. Watch the video above and then come back here to add your page to Facebook Business Manager when you’re done.

To add your Facebook page to Facebook Business Manager

1. From the Business Manager menu, click Business Assets. Click Pages, then select the blue button that says Add Pages. Once you are in the Business Manager dashboard and have selected the Business Assets option in the left-hand menu, you can choose Add Pages in the main window.

2. Next, you’ll be asked to choose between a few options. You can either create a new Facebook Page, claim an existing Facebook Page, or request to share a Facebook Page.

3. After you’ve selected Claim an existing Facebook Page, start typing the name of your Facebook business page in the text box. Your business page name should autocomplete below so you can click on it. Assuming you have administrator access to the page you’re trying to add, your request will be approved automatically.

Step 3. Add your Facebook ad account(s)

Note that once you add your ad account to Facebook Business Manager, you can’t remove it, so only adding accounts you own is essential. To access a client account, click Request Access instead.

If you’re already using Facebook ads, you can link your existing ad account as follows:

From the Business Manager dashboard, click Add Ad Account

Click Add Ad Account again

Finally, enter the ad account ID, which you can track down in Advertisements Chief.

If you don’t already have a Facebook ads account, the cycle to add a promotion account is like adding a Page.

1. From the Business Manager menu, select Business Assets. Once there, click the blue button in the right-hand corner that says Add assets. If you don’t already have a Facebook ads account, select Add Assets (under the business assets menu). The Add Assets button is located at the top right of the screen.

2. You’ll see several dropdown options to choose from. Select Advertising, then select Ad account. Once you’ve chosen to add an asset to your business page, you’ll select Ad account (under advertising) to create your ad account. The menu also includes options to add a custom conversion, a pixel, an events dataset, or an offline event set.

3. Select Create a new ad account. Enter the details for the ad account you want to create. These details include the ad account name, your time zone, and the currency in which you’ll pay for your ads. When you create a new ad account, Facebook/Meta will ask you to name it, select the time zone, and select the currency you will use.

Step 4. Add people to help you manage your Facebook assets

Before you add people to your account, take note of the access options you can assign.

Facebook offers three levels of access:

• Complete control: The “business admin” role controls account settings, assets, tools, people, and can delete the account.

• Advanced options: This option allows working on assigned tasks and accessing financial information for complete or partial access roles.

Once you know which roles are available, here’s how to set up your team.

1. From the Business Manager menu, select People. Once there, click the blue button in the right-hand corner that says Add People.

2. Add a team member’s business email, including employees, contractors, or partners. This step adds individuals directly.

On the first screen, after clicking Add People, you can enter the business email addresses of the people you want to add to your account.

3. Next, select the access you want to give them. You can decide whether to provide these individuals with primary account access (choose Partial access) or full access (choose Full control).

Note: Facebook recommends limiting complete control to only a few people.

You can get more specific in the next stage. Make sure to add people using their work email addresses. Then click Next.

Once you’ve chosen who to invite to your Business Manager account, this screen allows you to select the level of access you give them. Partial/Basic access is the default that is shown.

This Facebook Business Manager menu allows you to select the business assets to which you want to be allowed access.

You’ll have a chance to review the invitation before you send it, and they can confirm. Once you’re finished, you can add more people to your team if needed.

Note: From the Business Manager dashboard, click “People” in the left menu. Click on the person’s name, then the three dots in the right corner to edit their account info or remove them.

Step 5: Connect your business partners or ad agency

If you’re starting with Facebook advertising, this might not apply to you, but you can always return to this step later.

1. From your Business Manager dashboard, click Business Settings In the left menu.

2. In the left menu, click Partners. Under Partner to share assets with, click Add.

The Partners menu in Business Manager shows two options: add a partner to share assets with or add a partner to request assets from.

3. Your partner must have an existing Business Manager ID. Ask them to provide it to you. They can find it in their Business Manager under Business Settings>Business Info. Enter the ID and click Add.

The business you’ve just added can manage permissions for the individuals on their teams from their Facebook Business Manager account. That means you don’t need to worry about assigning and managing permissions for everyone who services your account at your agency or partner company, just the partner company itself.

Step 6: Add your Instagram account

Now that you’ve set up your Facebook assets, you can connect your Instagram account to Meta Business Manager.

1. From your Business Manager dashboard, click Business Settings.

2. In the left column, click Instagram accounts, then click Add. Enter your Instagram login information in the pop-up box and click Login to connect your account. A view of the Meta Business Manager dashboard, with “Instagram accounts” in the left-hand menu selected. The main window shows that this account still needs to add Instagram accounts.

Step 7: Set up Facebook Pixels

What’s a Facebook Pixel? It’s a tiny bit of code that Facebook generates for you. Placing this code on your website gives you access to information, allowing you to track conversions, optimize Facebook ads, build targeted audiences for your ads, and remarket to leads.

We recommend setting up your Facebook pixel immediately, even if you still need to get ready to start your first ad campaign. The information it provides now will be valuable when you are ready to start advertising.

Our complete guide to using Facebook pixels is a great resource that walks you through everything you need to know about making the best use of the information a Facebook pixel can provide. Let’s set up your Pixel from within Meta Business Manager.

1. From your Business Manager dashboard, click Business Settings.

2. In the left column, expand the Data Sources menu, click Pixels, then Add. In your Business Manager dashboard, you can select Pixels under the Data Sources menu.

3. Enter a name (up to 50 characters) for your Pixel. Enter your website so Facebook can provide the best recommendations for setting up your Pixel, then click Continue. When you click Continue, you agree to the Pixel terms and conditions, so you should read those before going further.

Creating a pixel in the business manager. You will need to enter the pixel name and your website URL

4. Click Set up the Pixel Now.

After creating your Pixel, you need to add it to your website. This screen on Facebook Business Manager prompts you to either continue managing your business or set up the Pixel now.

5. Follow the detailed instructions in our Facebook pixel guide to set up the Pixel on your website and start collecting data.

You can create up to 100 pixels with your Meta Business Manager account.

Step 8. Increase security on your account

One advantage of Meta Business Manager is that it offers extra security for your business assets.

1. From the Business Manager dashboard, click Business Settings.

2. In the left menu, click Security Center. Meta Business Manager allows you to select mandatory security settings. On this screen, you can require two-factor authentication from your page admins.

3. Set up two-factor authentication. Setting it as required for Everyone offers the highest security.

How to create your first campaign in Meta (Facebook) Business Manager

Now that your account is set up and your pixels are in place, it’s time to launch your first Facebook ad.

Step 9: Place your first ad

We have a complete guide explaining the strategy and details needed to create compelling Facebook ads. So here, we’ll walk you through the steps to get an ad up and running in Business Manager.

1. click Ads in the left column from your Business Manager dashboard.

The Ads Overview in Meta Business Manager. This screen shows an Ads Summary, including spend, reach, post engagement, link clicks, and page likes on paid campaigns in the last 60 days.

2. This will take you to your ads dashboard, where you’ll see an overview of metrics from recent ads. Click the blue Create ad button in the top right corner to create a new ad.

3. Choose your goal, target your audience, set your budget and schedule, and choose your specific ad types and placements. You also have the option to boost existing content or get personalized suggestions with Automated Ads. Follow our step-by-step instructions for advertising on Facebook to be sure you don’t miss a step.

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