Wondering How to Use Facebook Business Manager seamlessly?

Facebook Business Manager (now part of Meta Business Suite) is an essential tool for digital marketing agencies looking to manage multiple clients’ ad accounts, Facebook pages, Instagram accounts, and more. It centralizes management, allowing your business manager team to collaborate efficiently, track campaign performance, and organize business assets like never before. Managing Facebook Business Page is no more a hassle thanks to business manager access.

This guide will walk you through everything you need to know about setting up, managing, and optimizing your agency’s Facebook Business Manager account.

What is Facebook Business Manager?

Facebook Business Manager (sometimes called Meta Business Manager) is a platform that allows businesses to manage their Facebook and Instagram, ad accounts, and other assets in one central location. For digital marketing agencies, it’s crucial because it helps you keep client information organized and secure, away from personal Facebook accounts.

With Facebook Business Manager Account, you can:

• Manage multiple client Facebook business pages, and Instagram.
• Assign roles and request access for team members and clients without needing personal profiles involved.
• Keep all client-related business and digital marketing tools separate from your personal Facebook account.
• Gain access to detailed insights and tracking on ad campaigns and Facebook page activity, helping you improve results for your clients.

Benefits of Facebook Business Manager Account:

Facebook’s Business manager streamlines social media marketing operations and increases productivity. Here are key benefits that can help digital marketing service providers to opt for this tool for a Facebook page.  

Organize multiple accounts: Manage all of your clients’ accounts in one place, so you don’t have to constantly switch between personal profiles and business tools.

Professionalism: Grant partial access to your clients’ assets, so you never need to ask for access through personal profiles. It also shows professionalism by using official business devices.

Security: Set up features like two-factor authentication and a Security Center to protect your clients’ data.

Insights and reporting: With Ads Manager, agencies can easily track campaign performance and view insights to optimize ad strategies.

How to Use Your Facebook Business Manager Account?

This guide will give you step-by-step information on creating your business manager account without any hassle. 

Step 1: Create a Facebook Business Manager Account

To start, visit business.facebook.com and sign up with your business email address. You’ll need to add your business details, including your company name, website, and email address.

Step 2: Add and Organize Business Assets

Once you’ve set up your Meta Business Manager account, you can start adding business assets such as:

• Ad accounts
• Facebook pages
• Business asset groups
• Instagram accounts
• WhatsApp accounts
• Facebook pixels
• Product catalogs

For example, you can group all pages, ad and Instagram accounts under a single client project to streamline your management processes.

To add a new ad account:

1. Go to Business Settings and click “Add Ad Account.”
2. Login to your ad account ID from the  Ads Manager page.

If your business owns the Facebook Page, you can add it directly to the Business Manager. If you’re working for an agency, it’s recommended to request access to your client’s Pages instead. Once a Page is added, it will appear in your Business Manager account. To add a Page, you must already have admin rights for that Page.

Step 3: Assign Roles and Permissions

In Facebook Business Manager, you can assign different levels of access to your team members and clients, ensuring that they only see what they need to see. Roles include people, partners, and system users. By assigning specific roles, you protect the integrity of your accounts while allowing multiple people to collaborate on different aspects of the campaign.

To add users:

1. Click on the Business setting, and expand the Users options. 

Invite People: 

2. Tap on People to invite individuals. You will see the option Invite People and tap on it.

3. Next, you will have to enter an email address of an individual and select Next.  

4. Assign the individual required access to your or client’s business account, and tap Next to finish the process.

Add Partners:

5. To add partners you will get two options: Partner to Assign Asset to and Partner to Request Asset from.

6. Add a new partner to grant them access to manage Pages, Instagram accounts, and other business assets in your portfolio. These assets will remain under your control, and partners will only be able to perform tasks that you specifically assign to them.
7. When you add a partner, you can request access to their business assets, such as Pages or pixels, and even their credit line. However, this doesn’t mean you’ll be added to their business portfolio; you only gain access to the specific assets you’ve requested.

Add System Users:

8. All the system users associated with your business will be displayed here. You can click on any system user to view and manage the apps assigned to them, the people who need access, and the business assets linked to that user.

Step 4: Connect Instagram Account and Other Meta Platforms

For a holistic approach to managing social media for clients, link your clients’ Instagram through the Business Manager. Once connected, you’ll be able to manage both Facebook and Instagram ads in the same space. This also allows you to create unified reports for your clients, making it easier to track performance across platforms.

Step 5: Create Ads and Campaigns

Once you have access to your clients’ Facebook ad accounts, you can start running ads. Within Ads Manager, you’ll have access to powerful advertising tools that allow you to:

• Create ad campaigns targeting specific demographics.
• Use Facebook pixels to retarget users who have interacted with your clients’ websites.
• Generate performance reports for your clients with detailed insights into how each ad campaign is performing.

This allows you to track your efforts and ensure your clients are getting the best results.

Secure Your Facebook Business Manager Account

One of the most important aspects of Facebook Business Manager is the security it provides. Make sure your agency enables two-factor authentication for all team members and clients. This extra layer of security helps protect ad accounts and business assets from unauthorized access.

In the Security Center, you can also review your account’s security settings and monitor any suspicious activities. Ensuring all team members have strong passwords and regularly reviewing business settings will help avoid any security breaches.

Best Practices for Using Facebook Business Manager

Here are some essential tips and best practices for using Facebook Business Manager effectively, especially for agencies managing multiple clients:

1. Set Up Business Manager Properly

• Ensure that the business manager account is set up with correct business details, including the email address and company name. This will prevent confusion when managing multiple clients and their accounts​.
• Add team members carefully by assigning them the correct roles to limit their access based on their responsibilities​.
• Use two-factor authentication for all accounts for better security​.

2. Organize Assets Efficiently

• Group your ad accounts, Facebook pages, and other business assets by project or client. This saves time and avoids confusion, especially when managing a large number of clients​.
• Make use of Projects to group assets like ad and Instagram accounts together for easier navigation.

3. Request and Manage Access Safely

• Always request access to your clients’ assets (such as existing Facebook pages, ad or Instagram accounts) rather than asking for login details to their personal accounts. This keeps everything professional and secure​.
• Use share access features to collaborate with clients or team members without exposing sensitive information​.

4. Leverage the Tools and Insights Available

• Use Ads Manager to track and optimize ad campaigns. It provides detailed performance metrics that help you adjust campaigns in real-time​.
• Regularly monitor the view insights tab on both Facebook and Instagram to understand how posts are performing and adjust the strategy accordingly​.

5. Keep Client Relationships Professional

• Never use personal profiles for client management. Instead, set everything up via Facebook Business Manager. This will prevent misunderstandings and maintain a clear division between personal and business activities​.

6. Use Security Best Practices

• Review your security settings in the Security Center regularly and ensure all team members are using strong passwords​.
• Periodically review which team members and partners have access to each client’s assets to ensure there are no unnecessary permissions given​.

7. Optimize Ad Campaigns with Pixel and Custom Audiences

• Set up Facebook pixels for tracking user behavior across websites. This allows you to retarget potential customers and create more effective campaigns​.
• Use custom audiences to target users who have interacted with your client’s website, Facebook page, or Instagram account for higher engagement and better ROI​.

8. Stay Organized with Data Sources and Reports

• Use business features like product catalogs and data sources effectively to organize your clients’ products and track customer interactions across platforms​.
• Generate reports regularly for clients using the reporting tools in Ads Manager. Customize these reports based on what your clients care about most, such as ad spend, reach, or conversion rates​.

Conclusion

Facebook Business Manager is an essential tool for digital marketing agencies. It allows you to manage multiple clients’ Facebook and Instagram, organize assets efficiently, and track performance that will help you grow your agency! By using this platform, your agency will maintain professionalism, save time, and provide clients with the best possible results. Don’t wait to set up your Meta Business Manager account and take control of your clients’ assets.

If you’re looking for more ways to manage your clients’ accounts or tools to automate social media posts, check out RecurPost for more resources and tools. 

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