Posted on 23/09/2020 by the Promote This Team.
If your business uses Facebook, you should be using Facebook Business Manager. It’s an important tool that keeps your Facebook business assets centralized, safe, and organized.
If you’ve been putting off setting up Facebook Business Manager because you weren’t quite sure how it works, we’ve got good news. In just 10 simple steps, this tutorial will teach you how to do everything from setting up your account to placing your first ad.
But, first, let’s answer an important question: Exactly what is Facebook Manager, anyway?
As Facebook itself explains, “Business Manager serves as a one-stop shop to manage business tools, business assets and employee access to these assets.”
Basically, it’s the place to manage all of your Facebook marketing and advertising activities. It’s also where you can control multiple users’ access to additional resources like your Instagram account and product catalogs. Here are some of its key functions:
Now that you know why you might want to use Facebook Business Manager, let’s get you set up.
The first stage of setting up Business Manager is to create an account. You’ll need to use a personal Facebook profile to confirm your identity but, as mentioned above, your coworkers and partners won’t have access to the personal information in that account.
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, it’s important to use the Request Access option rather than 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 own business assets. That’s a sure way to cause tension in your business relationship.
For the purposes of this post, we’ll assume you’re managing your own assets, rather than acting as an agency, so we won’t get into the Request Access process. But be sure to keep this difference in mind.
To add your Facebook page to Facebook Business Manager:
Note that once you add your ad account to Facebook Business Manager, you can’t remove it, so it’s especially important only to add accounts you own. 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:
If you don’t already have a Facebook ads account, here’s how to set one up.
Each business can create one ad account right from the start. Once you are actively spending money in your first ad account, you will be able to add more based on your advertising spend. There is no option to request more ad accounts.
Keeping on top of your Facebook marketing can be a big job, and you may not want to do it alone. Facebook Business Manager allows you to add team members so you can have a whole group of people working on your Facebook business page and ad campaigns. Here’s how to set up your team.
You can decide whether to give these individuals limited account access (choose Employee access) or full access (choose Admin access). You can get more specific in the next stage. Make sure to add people using their work email addresses. Then click Next.
In the left menu, you’ll also see options to add people to catalogs and apps, but you can skip these for now.
They will each receive an email with information about the access you’ve given them and a link to get started, but it would be a good idea for you 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 of your pending requests from your dashboard, and withdraw them at any time for people who have not responded.
If someone with access leaves your company or switches to a different role, you can revoke their permissions. Here’s how:
This might not apply to you if you’re just getting started with Facebook advertising, but you can always come back to this step later.
The business you’ve just added can manage permissions for the individuals on their own teams from their own Facebook Business Manager account. That means you don’t need to worry about assigning and managing permissions for all the individual people who service your account at your agency or partner company, just the partner company itself.
Now that you’ve got your Facebook assets set up, you can connect your Instagram account to Facebook Business Manager as well.
As the number of assets in your Facebook Business Manager grows, it can become difficult to keep track of everything. Business asset groups help keep your pages, ad accounts, and team members organized and clear.
And that’s it! With the small amount of effort invested today, you’ve got everything centralized in one spot, and you’re ready to use Facebook Business Manager to make the most of your Facebook ads and marketing efforts.