Facebook business manager: A detailed 7 step guide for Beginners

Facebook business manager recurpost social media scheduling tool

Do you want to make social media advertising an integral part of your digital marketing strategy? Well, why not? There is no reason to stay away from the amazing results and leads that social media can provide for your brand. No doubt, the major social platform for running paid targeted ads is Facebook. As Instagram is now integrated with it, you can successfully run advertisements on both the platforms directly from the Facebook business manager.

With 2.6 billion monthly active users, Facebook dominates our attention spans, and thus it is quite natural that advertising on the platform can prove to be an instant game-changer for any business. 

No matter who your target audience is – it is a guarantee that you will be able to reach them with the help of Facebook marketing. You do not even have to shower your bank balance for running Facebook ads – you can do it even with a budget of 20 dollars (or 10!)

What is Facebook Business Manager?

If you want to operate more than one ad account, Facebook business manager is a useful tool which will help you to track separate clients’ ads and pages, and also create reports for them. It is also useful when your business uses Facebook for different services.

It is a mechanism that will let you create, publish, oversee, and report on your business-related belongings; which includes Facebook Pages and advertisements.

Facebook business manager also allows you to add your employees, give them access, and assign them different roles. This will help your team to stay organized while creating Facebook ads and monitoring business assets on the platform.

Here are some benefits of using the Facebook Business Manager:

  • Manage multiple pages and ad accounts from a centralized dashboard.
  • Add or remove employees or agencies easily. 
  • Access to valuable pixel data.
  • Create custom audiences for advertising.
  • Manage billing details.
  • Access Catalogs and build product sets.
  • Grant different permission levels to people based on different objectives.

In this guide, we’ll take you through the following:

  • Creating a Facebook business manager account
  • Adding your business pages and ads
  • Adding employees
  • Linking Instagram account
  • Setting up Facebook Pixels
  • Using the analytics tool

Facebook Business Manager isn’t bound to your personal account.

Yes! You are not required to have an active personal account in order to operate the Facebook Business Manager. It only shows you your business accounts and pages. It does not have any kind of newsfeed and will not send you any notifications from your personal account.

Setting up Facebook Business Manager

It does not matter whether you have an active personal account or not, you just need it to confirm your identity – as setting up Facebook business manager is a whole together different process. You are simply required to have a business name and email address to begin. 

Let’s dive deep into the steps that you need to follow to kick start your journey.

Step 1: Create an account

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  • On the next screen, you will be asked to fill in some details – Your business and account name, your name, and business email. Add them and click on next.

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  • Here, enter the details related to your business – Country, street address, Zip code, contact number, and website. You need to select ‘Business Use’ too (for what purpose you will be using this account) – whether to promote your own goods and services or to provide services to other businesses.

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  • Submit the info and you will get a confirmation mail from which you need to verify your email address. 

Step 2: Add Facebook pages to your Business Manager

Now, you will see the dashboard where there will be a couple of choices to select from. You can add your existing Facebook business page or create a new one. You can also request access to others’ pages, in the case when you are working for a client.

Let’s say that you want to add your own Facebook page here.

  • From the three options available on the dashboard, select “Add Page” from the first option.

 

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  • A pop up will appear. Again, click on “Add page”

          (Note: While managing others’ accounts, you will have to select “Request access” option from here.)

 

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  • On the next screen, you will have to type in the name of your Facebook page in the search bar.

 

  • Add the page, and assuming that you have the admin access to the selected page, your request will be approved instantly. And if you want to add more than one page, you can repeat the same steps. You can add up to 10 corporate pages in Facebook Business Manager.

Step 3: Add your ad account

  • If you are already using Facebook ads, you can link it to the Facebook Business Manager as follows:

From the dashboard of business manager, select “Add Ad Account”. A pop up will appear, from which you have to select the first option, “Add an Ad account you own”. On the next screen, enter the ad account ID, which you can find in your Ads Manager on Facebook.

  • If you do not have an ad account, you can set it up as follows:

From the dashboard of business manager, select “Add Ad Account”, then select the third option in the pop-up – “Create Ad Account”.

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  • Now, enter your Add account name, and confirm your time zone and preferred currency.
  • Click on Next, and select the purpose of making an ad account. There will be two options available – your own business or your clients’.
  • That’s it. Click on “Create” and your ad account will be made.

Step 4: Add people to your Facebook business manager

When you have a whole group of people working on Facebook marketing, you can add them to the Facebook Business Manager. You can control the access that each person has within the platform. If you want, you can also grant complete access and add people as admins here. 

  • From the dashboard, select the third option “Add people
  • A pop-up box will appear which will include the following fields:

Email addresses: Here, enter the work email addresses of the team members that you want to invite and add to the Facebook business manager. 

Assign business role: You can set the access that the particular team member will have. Employee access will allow them to work only on assigned accounts and tools. Admin access will give them complete control over the business manager. They will be able to edit settings, add pages or people, and use all the tools.

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Enter the information and click on “Next”. 

  • From the left-hand side menu, choose “Pages”. Now select the page on which you want the team member to work. Next, set permissions using the toggle switches. You can give access to publish content, moderate messages and comments, create ads, view performance of the page, manage jobs, and more.

 

  • Now navigate back to the left menu and select “Ad Accounts”. You can again select a page and personalize the team member’s permissions for the ad account. It includes the access to manage campaigns, view performance, and manage ad account. 

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  • There are also options to set permissions for catalogs and apps on the left-hand menu. 
  • When you are done setting them, click on the Invite Button.
  • If you want to add more members, click on Add more people.
  • An invitation will be sent to all the people and you will have to wait for them to accept it and become a part of your Facebook Business Manager.
  • From the Dashboard, you will be able to see all the pending invitations and withdraw them anytime you wish to.
  • When someone leaves your company or is no longer associated with your project, you can remove them from your account.

From the dashboard, click on the blue button on the top right corner saying “Business settings”. From the left menu, click on People > select the name of the concerned person > click on Remove.

Step 5: Add your Instagram account

As said earlier, Instagram is now integrated with Facebook. So, you can connect it to the Facebook business manager as well.

  • Go to the dashboard and click on the Business Settings icon on the right-hand upper corner. 
  • Go to the accounts button in the left column and select Instagram accounts. 
  • A pop-up box will appear in which you have to enter your login information and your Instagram account will be added.

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Step 6: Set up Facebook pixels

Facebook pixel is a small code that is generated by Facebook itself. When you place this code on your website, you will have access to some amazingly valuable information. You will be able to track conversions, optimize the Facebook ads, modify your target audience, and remarket to leads generated. 

So, if you have a website, we recommend you to complete this step even before running an advertisement. 

  • From the dashboard, click on Business Settings.
  • From the left column, select Data sources and click on Pixels.
  • Click on Add and select a name for your Pixel. You can use up to 50 characters for setting the name.
  • Enter your website name and click on continue. This will generate your pixel code.
  • The next screen will display two options. You can either leave the process here and continue working on business manager, or you can set up the pixel on your website right away.

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Step 7: Two-factor Authentication

Adding an extra layer of security to your business assets is always a good idea. Facebook business manager offers two-factor authentication for your account, and we recommend you to turn it on.

  • While on the dashboard, click on Business settings.
  • From the left menu, select Security Center.
  • Setting it as “Required for everyone” can ensure the highest security for your account.

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Facebook Business Manager Analytics

The data that will be shown on the analytics screen depends on the advertising goals of your business, budget, and target audience. Here are some business analytics functions that would be of your interest:

  • Split testing: Use A/B testing to find out the ads that lead to the highest conversion rate.
  • Facebook Pixel: As discussed above, when you install Facebook Pixel, your website can reach people with ads on Facebook after they have visited your site.
  • Conversion lift: This tool will let you know whether your ads are actually generating sales and conversions or not.
  • Brand lift: Here, you can know how your ads are impacting the image of your brand.
  • Mobile SDK: In case your business has an app, use this to see what people are doing within the app. You can then use this information to optimize your ads on different devices.

The Bottom Line

When you set up your Facebook business manager correctly, you will have more power and insights than ever before. You will be able to manage accounts like a pro and work with multiple employees on the same platform. 

Additionally, you’ll have access to insights and analytics into the buyer’s journey, particularly in Facebook’s Attribution section. This data can help you in making strategic decisions that will help your business grow like crazy.

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