How To Set Up Your Facebook Business Manager From Start To Finish
First Things First
Before you begin creating your Facebook Business Manager. My recommendation is to first ensure you’ve set up your ‘Facebook Business Page.’
What Is The Facebook Business Manager
This is a specific application developed by the Facebook team to help make running your business on Facebook even easier.
On Facebook you will have a minimum of 3 primary assets associated with every business you create.
- Your Facebook Page
- Your Facebook Pixel
- Your AD Account
*All with their own unique associated ID*
Why Should You Set-up A Business Manager?
By creating a Facebook Business Manager, you are able to house these three assets under one united roof. Allowing you to streamline your systems and processes.
Down the road you may easily have multiple pages, pixels and advertising accounts all under one business operation. In this case you will want a way to simplify managing multiple accounts already set-up.
The next reason to get started with a Facebook Business Manager is to allow you to seamlessly assign an agency partner to help you manage your efforts.
As you scale using paid Facebook advertising systems, eventually you may want to consider using a Facebook Advertising Agency to optimize your results. An agency can completely manage the workload of creating successful ongoing campaigns that continue to profitably drive you results.
Allowing you to free up time and focus on what you do best within your business.
Within your Business Manager settings, you can simply ‘Assign Partner’ via a unique Business ID (Associated with the Agency) or by a generated link that you can send through email.
Upon assigning a new Agency Partner you have control of all the permissions the new collaborative agency will have.
The Facebook Business Manager is also a more secure way to manage your Pages and ad accounts. (Ability to set-up 2-factor authentication)
You can see who’s working on what and what they have access to see and work on.
And lastly, you can also keep your business separate from your personal Facebook profile. Which is important in regards to the structure of your business, and gives you away to ‘write off’ Facebook Advertising expenses.
How To Actually Set Up The Facebook Business Manager
Firstly, ensure you are currently logged into the Facebook account under which your Business Page is associated with.
Although the Facebook Business Manager is owned by Facebook, it is its own application with its own custom portal.
- Click ‘Get Started’ to begin Facebook Business Manager Setup.
- Create your account.
After this step, check the email address you used and check for a confirmation email.
- Add your Business details.
Enter your business details. This includes: Country, Street Address, City, Postal Code, Province, Website, Phone Number, and Business Use. This information should match all other business information used across the web, adding further credibility.
- Connect Facebook Page(s), Ad Account(s), and People.
If you’ve made it to this step you’re almost finished! Your Business Manager has now been created. All you need to do now is add all relevant assets connected with your business on Facebook.
Upon clicking ‘Add Page,’ you’ll have 3 options.
Add a page you own (you’ll choose this one), request access, or create a new page. Since you most likely already have a Facebook Page that you’ve created at this point, simply select ‘Add Page.’
Once you begin searching for your Facebook Page it will auto populate, allowing you to select the most relevant option.
And done. Your Facebook Page has been connected.
- Create Your New Ad Account
Next, from the initial set-up screen, you’ll want to either create a new Ad Account (If you have not already been advertising on Facebook) or add an already existing Ad Account.
Select the option that makes sense to you and proceed. You’ll be given a chance to either search for an Ad Account or simply create a new one.
When creating your new Ad Account, it’s the easiest to set up a payment method right away that is connected to your page. This way you don’t run into any payment issue later on.
Now finally, to set up your pixel...
- Setting Up Your Facebook Pixel
But first, what is a Facebook Pixel?
A Facebook Pixel is a short piece of code (snippet) that is placed inside the code of every single page on your website.
This piece of code tracks user data on your website and sends it back to Facebook.
You can use this data to create custom audiences that you can re-target with your ads down the road. You can also use this data to help Facebook's algorithm find more relevant audiences to display your future ads to.
All in all, it's an important piece of code to implement on your website if you would like more rich user data to better optimize your advertising efforts and results.
Within your Business Manager dashboard, click the gear icon in the top right corner to access your Business Manager settings.
From there select the tab on the left hand column that says ‘Data Sources.’ Then select ‘Pixels.’ And finally the ‘Add New’ blue button at the top.
Business Settings > Data Sources > Pixels > Add New
Create a name for your new pixel and choose the website (URL) that it will be placed on. You then have the ability to go ahead and set-up / test the pixel (through Events Manager) on your website or alternatively grant an agency partner access to take care of the rest.
Complete Facebook Pixel Guide coming soon!
You're all set! You have now completed the initial set-up of your Facebook Business Manager.
From your new Business Manager, you can now launch and manage any aspect of your business within Facebook. Including the Ads Manager, Page Posts, Billing, Events Manager and more!
How to Add An Authorized Agency Partner
You’re now able to add an Agency Partner to help you take your Facebook Advertising results to the next level. By adding an Agency Partner through your Business Manager you will continue to retain the rights to your page, pixel, and ads account. But now have an authorized collaborator able to create campaigns from start to finish on your behalf.
Typically as you get your business off the ground you wear many different hats. Handling so many different aspects of your business, draining your time and energy.
As you begin to grow, you start allocating resources, and shifting responsibility off of yourself. This is a great play because oftentimes in the beginning, even though you're doing so much within your business, it can take away from your ability to focus on the delivery of your best service or product.
Marketing Agency Partners can help free up your time, and allow you to get better results that you may be able to on your own.
Step 1: Go to Business Settings (From the Facebook Business Manager)
Step 2: Click ‘Accounts’ on the left hand column, and then select ‘Pages.’
Step 3: Click on your pages and select ‘Assign Partner.’
Step 4: Choose the method you prefer. If the agency you intend to work with has already provided you with a ‘Business ID,’ then proceed with that option. If not you can generate a ‘Link to Share’ that you can forward to your new Partner Agency.
Simply repeat these 4 steps for your Ad Account, and also your pixel. Under the ‘Accounts’ tab you have the option to select your Ad Account.
To add an agency partner for your pixel, navigate to:
Business Settings > Data Sources > Pixels > Assign Partners
From here, simply repeat Step 4 once again.
Once all three assets have been assigned to an Agency Partner your finished!
A Facebook Business Manager, adds more security and legitimacy to your business and makes it much easier to add collaborators, partners and additional users down the road.
Although it does take some time in the beginning to complete the set-up, it is well worth it.
If you have any questions at all, feel free to let us know!