Hello Believer, AMH Web Studio counts on you for a good understanding of what Facebook Business Manager (FBM) is all about, who can use it and what its key benefits are. If that’s not the case; don’t worry! We believe that you haven’t had the opportunity to get through the piece of information we shared last week.

Before setting up your Facebook Business Manager account, make sure you understand it’s What, Who and Why by clicking HERE! Top Benefits Of Using Facebook Business Manager

Moving ahead with all that we need to understand Facebook Business Manager Tool, let’s focus on its account creation and set-up.

How to set up Facebook Business Manager

Whether you’ve already created your Facebook Business Page or you’ve only got a personal Facebook profile, the first stage of setting up Facebook Business Manager is to create a business manager account.

Step 1. Create a Facebook Business Manager (FBM) account

1. Browse Business.Facebook.com and click the big blue Create Account button at the top right when the front of the screen.

Facebook Business Manager

2. Fill your business name in the pop-up box, then click Continue.

3. Enter your name and the business email address you want to use to manage your Facebook Business Manager account and click Finish.

Step 2. Add your Facebook business page(s) :

The next step is to add your Facebook business page. You can add an existing Facebook business page in case you already have one or create a new one. If you manage Facebook pages for clients or other businesses, you can also request access for someone else’s page.

Please note, while you can use this Facebook business management tool to manage your client’s Facebook Pages and Ad Accounts, it’s important to use the Request Access option instead of the Add page option. If you add your client’s pages and ad accounts to your Business Manager, they’ll have limited access to their business asset; A never recommended a suggestion for better business relations with your clients.

To add your Facebook page to Business Manager:

1. From the Business Manager dashboard, click Add Page, then, in the pop-up box, click Add Page again.

2. Type the name of your Facebook business page in the bar. Your business page name should pop-up, so you can just click on it. Click on Add Page. Believing that you have administrator access to the page you’re trying to add, your request will be approved automatically.

3. If you have more than one Facebook Page linked to your business, add remainings by following the same step.

Step 3. Add your Facebook ad account on FBM :

The point here to be noted before adding your Facebook Ad Account is that once you add your account, you can’t remove it. So, it’s important to add accounts that you own. To access a client account, click Request Access instead.

Link your existing Facebook Ad account by below step:

From the Business Manager dashboard, click on ‘Add Ad Account‘, then ‘Add Ad Account‘ again, and then enter the ad account ‘ID‘, which you can find in Ads Manager.

If you don’t already have a Facebook ads account, here’s how to set one up.

1. From the Business Manager dashboard, click ‘Add Ad Account’, then click on ‘Create Account‘.

2. Enter your account details, then click on ‘Create Ad Account’.

Every business can create one ad account right from the start. Once, actively working and spending in your first ad account, you can add up to four more Ad Accounts. Only a total of five Ad Accounts can be managed from one business manager.

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

Being on top of the Facebook Marketing if a tuff job, but can be properly managed with a bunch of teams. Facebook Business Manager lets you add your team members so you can have a group of people working on your Facebook business page and ad campaigns for better productivity. Here’s how to set up your team.

1. On your Business Manager dashboard, click on the gear icon(Business Settings) at the top of the page.

2. Click on the ‘People and Assets’ tab and choose People from the left-hand column. This will bring up a list of all the people who have access to your Facebook Business Manager. Click on ‘Add’ to start adding your team members.

3. In the pop-up box, fill in the business email addresses of the team members you want to be added. You can decide whether to give these individuals limited account access (choose Employee privileges) or full access (choose Admin privileges). You can get more specific in the next stage. Make sure to add people using their work email addresses. When you’re ready, click Add People.

4. Choose which pages you want each of your team members to work on. You can opt to assign each person specifically as a Page admin, Page moderator, Page analyst, Page editor, or Page advertiser. Here’s a quick summary of what each role entails:

Admin: Manages all aspects of the page, including assigning new Page roles to others.

Moderator: Can create ads and branded content; send, respond to, and delete messages and comments; and view insights.

Analyst: Can manage branded content settings and view insights.

Editor: Can do everything a Page moderator can do plus publish as the page.

Advertiser: Can do everything a Page analyst can do plus create ads.

Once you’ve assigned the appropriate roles to the right people, click Next.

5. Next, you’ll choose and assign which ad accounts your team members can work on, and what roles they’ll have for each account. As with pages, you have several choices based on the responsibilities and levels of access you want to assign to each member of your team: ad account analyst, ad account admin, or ad account advertiser. Here’s a quick breakdown:

Ad Account Admin: Manages all aspects of campaigns, including editing billing details and assigning roles to others.

Ad Account Analyst: Only has access to view ad performance.

Ad Account Advertiser: Can see, edit, and create new ads.

After you’ve confirmed with the assignments, click on Next. The next screen will ask about assigning people to catalogs, but you can skip this for now by clicking on Skip.
You will be notified about how many people you have added to your team and what roles they have been assigned to.

6. Wait, until the individuals (team members) accept your invitation to be part of the Facebook Business campaign.

They will receive an email from Business Manager about the access you’ve given them and a link to get started, but it would be better to send them a personal note or let them know directly that you’re giving them this access and they should expect the automated email with the link.

You can see all your pending requests on the dashboard itself. If someone is not responding or leaves your company or switches to a different role, you can withdraw their access or revoke their permissions respectively.

  • Go to your Business Manager dashboard, click the gear icon (Business settings) at the top right.
  • From the People and Assets tab, click People.
  • Click on the name of the appropriate person, then click Remove.

Step 5. Connect your business partners or ad agency on FBM :

As of now, this might not apply to you as you are just getting started with Facebook advertising, but can always come back to this step later.

  • Go to your Business Manager dashboard, click the gear icon (Business settings) at the top right.
  • Click on the People and Assets tab.
  • Select your Facebook page or ad account, then click Partners in the left column.
  • Click Assign Partner.
  • Choose the role you want to assign to your partner or agency. The roles are the same as described in Step 4 above.
  • Copy and paste the provided link and send it to your partner or agency to invite them to your Facebook Business Manager, then click Close.

Step 6. Add your Instagram account on FBM :

After finishing off with the Facebook Assets set-up, you can also connect your Instagram account to Facebook Business Manager.

  • Click the gear icon (Business settings) at the top right of your Business Manager Dashboard.
  • Under People and Assets, look for Instagram Accounts and click on it, then click Add. In the pop-up box, enter your Instagram login information and click Next.
  • If you have more than one ad account, choose which ones to link to your Instagram account, then click Next.

You’ll get a pop-up confirming that your Instagram account has been added successfully. Click Done and you’re all set.

Step 7. Set up Facebook Pixels on FBM :

We’ve just walked you through assets and settings. But, before you dive into the insights & manage section by creating your first ad, there’s one more step to ensure you can make the most out of the platform: Setting up Facebook Pixels.

What is Facebook Pixel? It’s a small backend code that Facebook generates for you to place it on your website. It gives you access to information that will allow you to track conversions, optimize Facebook ads, build targeted audiences for your ads, and remarket to leads.

We recommend setting up your Facebook pixel right away, even if you’re not ready to start your first ad campaign yet because the information it provides now will be valuable when you are ready to start advertising.

  • Go to your Business Manager dashboard, click the gear icon (Business settings).
  • From the People and Assets tab, choose Pixels from the left-hand menu, then click Add.
  • Enter a name (up to 50 characters) for your pixel, then click on the Create tab. Read the terms and conditions before you go any further.
  • As soon as the pixel is created(wait until it’s done) click Set up the Pixel Now.
  • Follow the detailed instructions in our Facebook pixel guide to get the pixel set up on your website and start collecting data.

Please note, you can create up to 10 pixels with one Business Manager tool.

How to create your first campaign in Facebook Business Manager?

As soon as your Facebook pixels are in place, it’s time to launch your first Facebook ad.

Step 8. Place your first Facebook business ad :

Before placing your ad, make sure you know all the strategies and specific details you need to create compelling and effective Facebook ads. Here, we’ll just walk you through the steps you need to take to get an ad up and running in your Business Manager.

  • Go to your Business Manager dashboard, click Business Manager on the top left.
  • Under the Create & Manage tab, click on Ads Manager and then click the green Create button.
  • From the pop-up box, click Select Guided Creation.
  • Choose your campaign objective, target your audience, set your budget and schedule, and choose your specific ad types.

That’s it, Woohoo!! With the small amount of effort invested today, you’ve got everything centralized in one spot, and now you’re ready to use Facebook Business Manager to make the most of your Facebook ads and marketing efforts.
If you still have something to know, please feel free to share your thoughts with our Facebook Business Manager specialist at AMH Web Studio.
Reference – HootSuite