How to use facebook manager
How to Use Facebook Business Manager: A Step-by-Step Guide
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?
Bonus: Download a free guide that teaches you how to turn Facebook traffic into sales in four simple steps using Hootsuite.
What is Facebook Business Manager?
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:
- It keeps your business activities separate from your personal profile, so you don’t have to worry about posting in the wrong place (or getting distracted by cat videos when you’re trying to work).
- It’s a central place to track Facebook ads, with detailed reports that show how your ads are performing.
- It allows you to give vendors, partners, and agencies access to your pages and ads, without handing over ownership of the assets.
- Coworkers don’t see your personal Facebook information—just your name, work email, and pages and ad accounts.
Now that you know why you might want to use Facebook Business Manager, let’s get you set up.
How to set up Facebook Business Manager
Step 1. Create a Facebook Business Manager account
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.
- Go to business.Facebook.com and click the big blue Create Account button in the top right.
- Enter your business name, your name, and the business email address you want to use to manage your Facebook Business Manager account, then click Next.
- Enter your business details: address, phone number, and website. You’ll also need to specify whether you’ll use this Business Manager account to promote your own business, or to provide services to other businesses (like an agency). When you’re finished, click Submit.
- Check your email for a message with the subject line “Confirm your business email.” Within the message click Confirm Now.
Step 2. Add your Facebook business page(s)
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.
We have a guide that shows you how to set up a Facebook business page, so we’ll assume you already have one to add to Business Manager. If you haven’t created your page yet, hop on over to that post and come back here to add your page to Facebook Business Manager when you’re done.
To add your Facebook page to Facebook Business Manager:
- From the Business Manager dashboard, click Add Page.Then, in the pop-up box, click Add Page again.
- Start typing the name of your Facebook business page in the text box. Your business page name should autocomplete below, so you can just click on it. Then click Add Page. Assuming you have administrator access to the page you’re trying to add, your request will be approved automatically.
- If you have more than one Facebook page associated with your business, add the remaining pages by following the same steps.
Step 3. Add your Facebook ad account(s)
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:
- From the Business Manager dashboard, click 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.
- From the Business Manager dashboard, click Add Ad Account, then Create Account.
- Enter your account details, then click Next.
- Indicate that you are using the ad account for your own business, then click Create.
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.
Step 4: Add people to help you manage your Facebook assets
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.
- From your Business Manager dashboard, click Add people.
- In the pop-up box, enter the business email address of a team member you want to add. This might include employees, freelance contractors, or business partners, In this step, you are specifically adding individuals, rather than an agency or another business (you can do that in the next step).
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, click on Pages. Choose which pages you want this team member to work on. Customize the individual’s access using the toggle switches.
- Go back to the left menu and click on Ad Accounts. Again, customize the user’s access using the toggle switches. When you’re finished, click Invite.
In the left menu, you’ll also see options to add people to catalogs and apps, but you can skip these for now.
- To add more team members, click Add More People. When you’re finished, click Done.
- Now you need to wait for each of the individuals to accept your invitation to be part of your Facebook Business Manager team.
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:
- From your Business Manager dashboard, click Business Settings at the top right.
- In the left menu, click People.
- Click on the name of the appropriate person. To remove them from your team, click Remove. Or, hover over the name of an individual asset and click the trash can icon to remove it.
Step 5: Connect your business partners or ad agency
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.
- From your Business Manager dashboard, click Business Settings at the top right.
- In the left menu, click Partners. Under Partner to share assets with, click Add.
- Your partner must have an existing Business Manager ID. Ask them to provide it to you. They can find it in their own Business Manager under Business Settings>Business Info. Enter the ID and click Add.
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.
Step 6: Add your Instagram account
Now that you’ve got your Facebook assets set up, you can connect your Instagram account to Facebook Business Manager as well.
- From your Business Manager dashboard, click Business Settings at the top right.
- In the left column, click Instagram Accounts, then click Add. In the pop-up box, enter your Instagram login information and click Log In.
Step 7: Set up Facebook Pixels
What’s a Facebook Pixel? Put simply, it’s a small bit of code that Facebook generates for you. When you place this code 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.
Our complete guide to using Facebook pixels is a great resource that walks you through everything you need to know about making the best use of the information a Facebook pixel can provide. For now, let’s get your pixel set up from within Facebook Business Manager.
- From your Business Manager dashboard, click Business Settings.
- In the left column, expand the Data Sources menu and click Pixels, then click Add.
- Enter a name (up to 50 characters) for your pixel. Enter your website so Facebook can provide the best recommendations for how to set up your pixel, then click Continue. When you click Continue, you are agreeing to the pixel terms and conditions, so you should read those before you go any further.
- 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.
You can create up to 10 pixels with your Business Manager.
Step 8. Increase security on your account
One of the advantages of using Facebook Business Manager is that it offers extra security for your business assets.
- From the Business Manager dashboard, click Business Settings.
- In the left menu, click Security Center.
- Set up two-factor authentication. Setting it as Required for Everyone offers the highest security.
How to create your first campaign in Facebook Business Manager
Now that your account is set up and your pixels are in place, it’s time to launch your first Facebook ad.
Step 9: Place your first ad
We’ve got a full guide that explains all the strategy and specific details you need to know to create compelling and effective Facebook ads. So here, we’ll just walk you through the steps you need to take to get an ad up and running in Business Manager.
- From your Business Manager dashboard, click Business Manager on the top left.
- Under the Advertise tab, click Ads Manager, then click the green Create button.
- Choose your campaign objective, target your audience, set your budget and schedule, and choose your specific ad types and placements following our step-by-step instructions.
Organize Facebook Business Manager with business asset groups
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.
Step 10: Create your first business asset group
- From the Business Manager dashboard, click Business Settings.
- From the left menu, under Accounts, click Business Asset Groups, then click Create Business Assets Group.
- Choose whether to organize your assets based on brand, region, agency, or another category, then click Confirm.
- Name your business asset group, then click Next.
- Choose which assets to add to this asset group. You can add pages, ad accounts, pixels, and Instagram accounts, as well as offline events, catalogs, apps, and custom conversions. When you’ve selected all of the relevant assets, click Next.
- Choose which people to add to this asset group. You can control their access to all assets within the group from one screen. When you’re finished, click Create.
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.
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A Guide on How to Use Facebook Business Manager
Still managing your Facebook Pages and ad accounts for your brand through your personal account? Sharing logins is opening the door to security and privacy concerns, and manually adding and assigning roles to teammates on a Facebook Page can be tedious.
This makes it crucial for agencies and businesses alike to use the Facebook Business Manager so they can securely manage their Facebook Pages and ad accounts in one place.
If you haven’t started using the Facebook Business Manager because it seems confusing or intimidating, you’re in luck. This post gives you a detailed guide on how to use the Facebook Business Manager and how it can benefit your business. Let’s dive in.
- What is Facebook Business Manager?
- Benefits of Facebook Business Manager
- Who should create a Facebook Business Manager account?
- How to get started with Facebook Business Manager
- Tips and best practices for Facebook Business Manager
As the name suggests, the Facebook Business Manager is a tool that allows you to manage multiple Facebook Pages, business assets and ad accounts, as well as Instagram accounts and product catalogs, in one place.
It also allows you to grant full or partial access to team members based on their role. This means you can seamlessly delegate tasks between multiple employees securely.
For agencies, this means you can link multiple client Facebook Pages to your Facebook Business Manager account without linking your or your employees’ personal Facebook accounts as administrators.
For businesses, it also means allowing employees to manage your Facebook Page without essentially having over ownership of your Page or assets.
6 benefits of Facebook Business ManagerNow that you know what Facebook Business Manager is, you have some idea of why you should use it. But let’s highlight the tool’s top benefits:
- Separate your personal profile from your business page. This means you no longer have to worry about privacy concerns or accidentally posting something that’s meant for your Facebook Personal Profile to you Facebook Page (or vice versa).
- Effectively manage multiple Facebook Ad Accounts and Pages in one place. This means you have a central location to keep track of your ads and post performance, which makes it easier to organize your efforts.
- Securely share access with multiple people. You can give access to agencies, partners or vendors without giving them ownership of your business assets. We’ll show you how to do this later in the article.
- Control how much access each employee has based on their role. This simplifies the process of delegating tasks and overseeing what your employees are doing without risking security.
- Easily revoke access for people who no longer work for you. Again, because Personal Profiles are not tied to your or your clients’ Facebook Page, it’s easy to maintain an up-to-date roster in Business Manager.
- Build different custom audiences for different ad campaigns. This is particularly useful for agencies that have to run ads for multiple clients, as well as for businesses that are targeting different types of audiences.
If you’re running a small home business and managing your own social accounts, you don’t necessarily need a Facebook Business Manager account. But it’s a must if:
- Your business has a team of people managing your marketing efforts and/or your social media presence.
- You work with vendors who help you run or manage your ads and/or Facebook Page but don’t want to hand over all your assets.
- You’re an agency that manages multiple Facebook or Instagram Pages and/or ad accounts for clients.
- You need to control who has access and permission to your Facebook Page and don’t want to hand over ownership to employees or agencies who manage your business assets.
From what we’ve established so far, you have a clear idea of all the reasons why your business or agency should start using the Facebook Business Manager. Now let’s get to the most important part–how to use Facebook Business Manager.
1. Set up your Business Manager accountAt this point, we’re assuming you already set up a Facebook business Page. If you haven’t, do that first. Otherwise, you need to create a Business Manager account.
For this, go to the Facebook Business Manager page and click on “Create Account.”
Then fill out the form with basic information such as your business name, your name and your business email address. Then click on “Next.”
After this, you’ll need to enter more information about your business such as physical address, phone number and website. Once complete, click “Submit.”
At this point you should receive a confirmation email. Click “Confirm Now” in that email, and that’s it; you now have a Facebook Business Manager account.
2. Link your Facebook Page(s)Next, you link your Business Manager account with all the Facebook and Instagram Pages you’re managing. On your dashboard, you have the option to either “Add Page” or “Create Page.”
To link an existing Page, click on “Add Page” and enter the Page name or URL. If you’re an admin of the Page, Facebook will automatically approve the link request.
For agencies that don’t own their clients’ business assets, linking a Page requires sending a request to your clients. In the Business Settings, find “Pages” under “Accounts,” and click on the “Add.” Then select “Request Access to a Page” and choose the Page you need access to.
Once you’ve linked the Pages you’re managing, you can keep track of all your posts and their respective performance metrics in one place. This includes metrics like Facebook reach and clicks/action so you know how well your efforts are paying off.
3. Link your ad accountTo run ads using Facebook Business Manager, you’ll also need to link the ad account you’re managing. Like with Pages, you can automatically link an ad account that you own and are an admin of. Click on “Add Ad Account” to link your existing ad account and then enter your account ID. If you don’t have one yet, you also have the option to create a new ad account.
Similar to requesting access to a Page, agencies would request access to a Facebook Ad account the same way. Under “Ad Accounts,” Click “Add” and “Request access to an ad account.” Enter the ID of the client’s ad account you need access to.
4. Add users to your Business Manager accountFor businesses and agencies alike, one of the most crucial steps is to learn how to add people to your Business Manager account. In your Business Settings, under “People,” click “Add.”
Enter the email addresses of the people you want to share access with. You’ll also have the option to assign them a business role–whether you want to give them admin access or limit them to employee access.
When you give someone employee access, you get to choose which accounts and tools they have access to. So it’s perfect for agencies that have to delegate accounts, tasks and projects to different team members. That way, they can better manage their client accounts without putting their security at risk.
At Sprout, we often come across users who face problems with the Instagram “Page Owner” accounts. This is usually because these users don’t have admin access on the Facebook Business Manager account that owns the Page even though they have employee access. Note that although one Business Manager account retains ownership of the Page, multiple accounts can have access.
If you work with a vendor or agency, you’ll need to add them as a “Partner.” In your Business Settings, go to “Partners” and add a partner to share your business assets with.
This will give them access to the account assets, although you still have ownership. So they can change the settings, add/remove people, add/remove accounts, decide who has access and to what level and so on. Similarly for agencies and vendors, they’ll need to request access from your clients from the same dashboard.
Tips to make the most of Facebook Business ManagerOnce you’ve completed setup, you can use the Facebook Business Manager to keep track of all your Pages and ads or, in the case of agencies, your clients’ Pages and ads. Besides these basic tasks, here’s how you can make the most of Facebook Business Manager:
1. Boost your account securityFacebook Business Manager lets you add an extra layer of protection for your business assets, which is one of the top advantages. You have the option to set up two-factor authentication for your account in your Business Settings under “Security Center.”
2. Set up Facebook PixelsTo effectively collect information that’ll feed your Facebook marketing strategy and ad campaigns, make sure you set up Facebook Pixels right away. In your Business Settings, go to “Data Sources” and find “Pixels.”
You only need to name your Pixel here, but you also have the option to add your website URL to discover easy setup options. Select “Set up Pixel now” and follow the installation instructions in our Facebook ad targeting guide.
3. Set up Locations using Business ManagerIf your business has multiple locations, setting up Locations will allow customers to find the most relevant store Pages through search engines. To do this, click on the “Business Manager” button at the top of the page and select “Shop locations” under “Assets.” The “Assets” section will also give you the option to add catalogs, audiences and branded media if you need to add those later.
Click on “Add stores,” then select “Add manually” to fill out the necessary details about your store. Facebook also recommends using a spreadsheet if you need to add more than 10 shops.
Next steps for Facebook Business Manager
Make the most of this guide to learn how to use the Facebook Business Manager–right from setting it up to adding other people to your account. If you’re feeling all set to rev up your Facebook advertising efforts, check out these resources for more inspiration:
- How to foolproof your Facebook advertising strategy
- How to Master Facebook Ad Targeting & Zero-In on Your Audience
- Facebook advertising cost: Everything you need to optimize your ROI
- Facebook Lookalike Audiences: How to optimize ads to reach new customers
- 5 brilliant Facebook campaigns (& why they worked)
- 12 Facebook Ad Examples You Wish You Made
overview of functions and instructions for creating and setting up an account - OdesSeo
Business Manager - definition and necessity
Business Manager - a tool for companies, brands to manage pages, advertising cabinets, directories centrally.
What is this tool for and what problems can it solve?
The problem that business owners face is that they do not have all the rights to their Facebook resources. The page was created by an SMM specialist, the advertising account was created by a former marketer and now cannot transfer it to the client's ownership. nine0005
The only correct solution in this case is as soon as you have created a company page on Facebook, immediately create a Business Manager and manage the company's resources centrally. The issue of restoring access to company resources when changing a marketer or agency will also be resolved.
To create a Business Manager, follow the link and watch the video on how to create a Business Manager:
Resources in Business Manager are managed in Settings. nine0005
Advertising account in Business Manager
There are two ways to create an advertising account - using a profile or in Business Manager.
What are the advantages of an advertising account that you create through Business Manager over an advertising account created by a profile?
A profile can only be created by one account, but in Business Manager you can create several, the available limit of new advertising accounts can be viewed in the Company Settings.
This is handy if your company has multiple pages and you need to split their budgets. Or when individual specialists or agencies work on advertising for different areas of the company. At the same time, all advertising accounts of your Business Manager can use the pixel to create custom audiences. Within one Business Manager, you can share resources, for example, individualized audiences between advertising accounts. nine0005
The Business Manager admin can grant access to Facebook ad cabinets to profiles that are added as employees.
The Business Manager administrator can assign partner access to the advertising account of his BM to other Business Managers with whom they cooperate.
And another significant advantage is that it is possible to create individualized audiences based on data about users and clients only in an advertising account created through Business Manager.
! It is important to remember that an advertising account created in Business Manager cannot be transferred to the ownership of another Business Manager.
In the case of cooperation between the Company and an agency or marketer on an outsource basis, the Company provides partner access, and after the end of cooperation, cancels access. All resources of the company remain in his ownership.
So, in Business Manager you can:
- create an advertising account - Ads Manager,
- claim rights to advertising accounts that belong to individual profiles or request access to manage them,
- submit a request for partner access to advertising accounts owned by other Business Managers.
Watch the video on how to create an advertising account in Business Manager:
Ads Manager - payment methods
An important point that you should pay attention to is the payment method. As a payment method in Ukraine, you can use:
- Individual's card.
- Legal entity card. 9PayPal 0041
Help about available payment methods in your country at the link
Video on how to add a payment method:
However, if you add a legal entity card to close accounting, you need original documents from Facebook that you will not receive, you can only print invoices electronic.
That is why the card of an individual is more often used. In this case, this user must be the owner of the advertising account or the administrator of Business Manager in order to control the spending of the budget from his card. nine0005
You can add an additional payment method and if there is no money on the main card, the debit will be made from the additional card.
If Facebook fails to withdraw funds, it stops all advertising campaigns in this account and blocks some of the functions for setting up advertising and transferring rights. As soon as you top up the card and make a payment, the ads will be displayed again and all the functions of the advertising account will work correctly.
! A Business Manager that has Ads Manager with outstanding debt blocks the ability to create new ad accounts. nine0005
We recommend creating Ads Manager, Business Manager using the profile of a real person, whose identity can be confirmed by documents, the profile avatar should have his photo. Everything related to the promotion of a business, the launch of advertising, Facebook carefully checks, and for any suspicious activity, a hint of a violation of the rules, it can be blocked. In the case of a real profile, you can easily resolve this issue with support, you will only need to send documents. If the Facebook profile has a fictitious name and a cat on the avatar, the issue will take much longer to resolve, or the problem cannot be solved at all. nine0005
Pages in Business Manager - management and transfer of rights
Managing pages through Business Manager is no different from managing them directly. The convenience is to grant or remove access rights.
In Business Manager you can:
- Add a Facebook page. In this case, you claim ownership of this page, and upon approval of the request by the previous owner, your Business Manager will become the owner of this page.
- Request access to manage the page. The original owner will remain the owner of the page. If necessary, he can remove your access at any time. nine0042
- Create a page in Business Manager, in this case it belongs to Business Manager.
If necessary, you can transfer a page that belongs to one Business Manager to another Business Manager.
Video on how to request and approve Page access:
Employees in Business Manager
To manage resources in Business Manager, user profiles must be added as employees. An employee can be presented with both the standard access of the Business Manager employees and the administrator access. In this case, he gets full access to all aspects of the Business Manager and can remove and appoint other administrators. Administrator access is the highest level of access in Business Manager. nine0005
To add an employee, you need the email to which his profile is registered. If the profile is registered to a phone number, you need to link your mail to the profile as well.
The next step is to assign access to resources to an employee. One employee can be assigned access to several resources at once, for example, pages or advertising accounts. You can also adjust the level of access, depending on the tasks performed. Next, the employee must approve the invitation to the business manager, it will be sent to the mail. nine0005
One resource can be shared with multiple employees.
Help about employee roles in Business Manager at
Video on how to add an employee to Business Manager and give him access to resources :
Partner access in Business Manager
Business Manager resources can be shared with other Business Managers. Once this access is approved, the Business Manager with partner access can assign its employees to manage the resource. Partner access can only be assigned to resources that this Business Manager owns. nine0005
You can open access to a partner in 2 ways:
- via ID Business Manager. The partner will receive a notification from your company about granting him access,
- generate a link to send to the partner, this link is valid for 30 days, can only be used once, and if the partner does not have a Business Manager, he will have to create it.
At the time of assigning a partner, you regulate the level of access, which depends on the goals of cooperation and the tasks that the partner will perform. nine0005
Partner access can also be opened in the Settings/Users/Partners section. It can be of two types:
- by partner ID you add it and then assign it access to the resources of your Business Manager,
- you request partner access to another Business Manager so that later, after approval, you can get access to its resources.
Video “How to unlock or request Partner access to Facebook Business Manager”:
In the users section, you can open access to servers or software that need to access company resources via API. They are called system users.
We recommend using Business Manager to manage company resources on Facebook. This tool allows you to:
- optimize work with company resources,
- centrally manage your company on Facebook,
- assign, remove employees and partners to resources and objects, control their access. nine0042
And you will stop asking questions: “And who has the main access to our brand page? Who owns our Facebook ad account.”
Video How to use Facebook Business Manager in 2022
Watch the detailed video on how to use Facebook Business Manager - detailed instructions with discussions of frequently asked questions, problems and how to solve them.
How to set up Business Manager on Facebook: a beginner's guide
Contents
- 1 Why use Facebook Business Manager?
- 2 Why Facebook Business Manager
- 3 How to create a Facebook Business Manager
- 3. 1 How to create/add a second Facebook Business Manager
- 4 How to set up a Facebook Business Manager
- 4 First permission level Manager
- 4.2 Second level of permissions in Business Manager
Facebook Business Manager is a service from Facebook for advertisers in the form of a single interface. In this article, you will find a complete overview of all its features and capabilities. We have described in detail how to create and configure Business Manager for more efficient work with your projects. nine0005
Why use Facebook Business Manager?
Business Manager is a tool that allows you to manage all aspects of Facebook marketing and advertising. Suitable for businesses of all sizes, it lets you create ads, upload product catalogs, add payment methods, manage your Facebook pages, Instagram profiles, and more, all while sharing them with colleagues and partners. Answering the popular question “what is Facebook Business Manager” is as simple as possible - this is a tool for managing all the resources of the Facebook network. nine0005
This free service allows the team to moderate many pages and ad accounts of clients, and in addition, it helps to focus solely on work and not be distracted by the news feed, notifications and messages from friends.
Why Facebook Business Manager
- Creating multiple ad accountsYou can create separate ad accounts for each campaign you work with or a client, pay for ads by choosing a method convenient for you, and organize objects by goals in reports. nine0042
- Assigning permissions to a large number of employees
You can give colleagues access to ad accounts, Pages and other resources based on roles, and control their employment. - Getting statistics
You can analyze the performance of campaigns in different accounts and generate reports on the necessary resources and people. - Request access to Pages or ad accounts
You can request access to Pages and ad accounts of customers as an advertiser or analyst. nine0042
Now, after we have briefly described what the tool is and why it is needed, let's move on to the functionality and consider it in detail. And we will start this block with an analysis of how to enter the Facebook Business Manager and how to work with it.
How to create a Facebook Business Manager
To create a Business Manager account, you will need a personal Facebook profile, so if you don't have one or don't want to use it, create a new account. It is easy to connect existing pages and advertising accounts to the service if necessary, no additional steps are required for this. nine0005
If you are interested in the question: “how many Facebook business managers can be created from one account”, we can say with confidence - no more than two. If there is a need to have more, you can team up with one of your colleagues or partners and create as many managers as you need.
But back to the main thing - how to create a new Business Manager on Facebook. First you need to log into your Facebook account. Go to the page, click “Create an account”, enter the company name, your name and work email address and click “Next”. After that, you need to enter information about your company and click "Submit". Ready. nine0005
When starting to work with Business Manager, many people have a number of typical questions about how to use it. Let's immediately answer the most popular of them:
- How to enter Facebook Business Manager. To do this, you just need to open the business.facebook.com page in your browser and log in using your Facebook account.
— How to add a new account to Facebook Business Manager. There are three ways to do this:
- Adding an ad account, after which it is permanently moved to Business Manager, and this action cannot be undone. To do this, you must be the owner and administrator of the Business Manager, as it is not possible to add an ad account that belongs to someone else's Business Manager. In the future, access to this account will be carried out only through the business manager. nine0042
- Creating a new ad account, after which it will be permanently linked to this Business Manager. An ad account created in this way cannot be transferred to an individual outside of Business Manager.
- Request for access to an advertising account. If you need to work with an ad account that belongs to another company, you can request access to it. The administrator of the Business Manager in question can give you permission to do so. nine0047
- manage ad accounts: edit settings, set attribution window, add people to ad account;
- manage pages;
- manage payment settings: add payment methods, set account spending limit;
- edit all promotional notifications you receive; nine0042
- create title templates. They consist of components where you can add campaign, group, or individual ad settings information.
To add an ad account in Business Manager, open Campaign Settings, click Accounts and Ad Accounts, then Add. Then select one of the three options: Add an ad account, Request access to an ad account, or Create a new ad account.
— How to set local time in Facebook Business Manager? You can change the time zone of your ad account in its settings. This will deactivate the existing ad account, stop showing ads, and create a new ad account with a new time zone. However, if the ad account is part of Business Manager, you can't change the time zone. nine0005
- How to change company name in Facebook Business Manager. To do this, go to "Company Settings", click "Company Information". In this section you will find your business information and you can edit it.
— What to do if Facebook Business Manager is not created? If you have any problems during the creation process, it is most likely a simple glitch in the system. Please try again after a while or change your browser. If the situation does not change, contact Facebook support. nine0005
How to create/add a second Business Manager on Facebook
To create a second Business Manager, you must repeat exactly the same steps as when creating the first one, and after the procedure is completed, the “Create Account” button will disappear.
How to set up Facebook Business Manager
Setting up Facebook Business Manager starts with a very important step, giving different levels of access to the company's employees and those who can act on its behalf, which helps control the use of resources. To avoid confusion, we recommend migrating all pages, ad accounts, and pixels to Business Manager that existed before the business account was created. nine0055 There are two levels of permissions in Business Manager.
The first level of permissions in Business Manager
The first level of permissions allows you to add people to the company as administrators or employees , and can also change or delete the company itself.
► Employees of can view information in company settings, but cannot make changes. Existing administrators can assign them the administrator role. nine0005
You can add them in the tab Company Settings ⇢ Users ⇢ People.
People are specific users that you give access to your objects. You don't need to add them as "friends" to assign access rights to them and determine which accounts and tools they can use. Once assigned, he may never see your personal account, and in turn, you may never see him.
Second level of permissions in Business Manager
The second level of permissions allows you to give partners or agencies access to manage company resources:
► to pages managed by the company. You can only claim a page in one Business Manager account. However, a page can have multiple partner or personal accounts that can run ads from Facebook Business Manager. This also applies to Instagram ad accounts and apps;
► to advertising accounts , which allow businesses to promote connected pages or apps. Each account must have its own payment method and user who will run ads. Ad accounts can be owned by any company so that they can run ads or study analytics on behalf of your company, but they must be owned by the head of the company that manages the invoices;
► to applications . They can also be shared with partners. The app ID helps administrators identify who is downloading the app. The application can be connected to one or more advertising accounts; nine0005
► to object groups of company . Administrators can create and use them to organize objects and the commands that work with them. Access to such a group can be granted to several people, allowing them to work with objects. You can add ad accounts, pixels, false events, pages, apps, directories, Instagram accounts, and custom conversions to the company object group;
► to applications. You can also share them with partners. The app ID helps administrators identify who is downloading the app. The application can be connected to one or more advertising accounts; nine0005
► to areas of activity . They aggregate your ad accounts and assets (apps, pixel, and offline event sets) and help you measure and evaluate campaign performance across all ad accounts.
► to event data sources . They track user actions on a website, mobile app, or store. Data sources in Business Manager include: pixels, properties, directories, offline event groups, SDKs, custom conversions, shared audiences, and event source groups; nine0005
► to rooms . Business Manager gives you the ability to share custom and lookalike audiences with other ad accounts or agencies.
Partners can be added in the tab Company Settings ⇢ Users ⇢ Partners.
In order to add a partner, you need to specify his ID to generate an invitation link. You can find out the ID in the Company Information section in the Company Settings. After you send the link, the partner must use it within 30 days, after which it will expire. The link can only be used once. nine0005
After accepting this invitation, the business partner will be able to assign certain management roles to their employees with access to your page, ad account and other objects as needed.
Facebook also allows you to add system users. They represent servers or software that make API calls to applications connected to Business Manager. For more information about these users and instructions on how to add them, see the Facebook for developers help. nine0005
We figured out the permission levels. Now let's take a closer look at the facebook Business Manager structure and each of its sections.
Company management section
► Points of sale. If your business has physical outlets, such as restaurants or stores, in this section you can choose a homepage to represent the business and upload information about all your outlets, specify opening hours, location, etc. With this option, you can set up advertising targeting for people who are close to certain outlets. nine0005
► Account quality. In this block, you can check the status of your ad accounts and Pages to see if there are any ads that, by system standards, do not comply with Facebook's advertising policies or other standards and need to be re-checked.
► The Billing section contains information about all final charges for your ad account. You can also view the history of all payments here and find out in detail about specific charges, for example, when exactly the payment was made, how much you paid, the reason for the charge, etc. nine0005
There are also reseller companies through which you can purchase advertising by bank transfer, conclude contracts and receive the necessary closing documents. The percentage that these companies charge for work depends on many factors, such as the currency you choose to pay for advertising campaigns.
► In Events Manager, you can track and optimize the results of advertising campaigns that use pixel event data. Additionally, it is possible to collect data and set up optimization using custom conversions. nine0005
► If you need to limit ads in specific locations, you have the option to create block lists in the Brand Safety section. All you have to do is upload a .CSV file with a list of apps, sites, and pages on the Audience Network, In-Stream Video Ads, and Facebook Instant Articles that you want to exclude. Additionally, in this section you can download a list of all possible places for displaying ads, as well as download reports on the places where your ads were shown from different accounts. nine0005
► Pictures & Videos is a database of images and videos.
Selling Goods and Services Section
► Catalogs can be used with a variety of ad types and formats, including dynamic ads and collection ads. Catalog Manager allows you to create catalogs with products or services: products, flights, hotels, real estate, etc.
► "Commerce Manager" allows you to set up e-commerce so that people can find, view and buy your products directly on Facebook and Instagram. You can manage orders, view information, and track payouts right here in Commerce Manager. nine0005
"Ad placement" section
► The "Ad account settings" section refers to a specific ad account.
Here you have the opportunity:
► Audiences. In this tab, you can create lookalike, custom, and saved audiences.
To create a lookalike audience, you must select a source audience. The platform will identify characteristics that are common to all its members (such as demographics or interests) and then find similar people. nine0005
Please note that in order for Facebook to use a source audience as the basis for a lookalike audience, it must include at least 100 people from the selected geography.
Learn how to define and manage your target audience in our article: How to define and target your target audience
announcements, after which they will notify you of changes in them. nine0005
We don't use this option because we monitor all campaigns daily by ourselves. With independent and careful control, there will be no surprises and you will understand what awaits you tomorrow. For example, you may receive a notification that a certain campaign should be disabled, but you will not understand the context of the problem. Although, perhaps, knowing all the nuances, you would decide to adjust the settings.
► The Creative Hub is a platform that allows you to collaborate with your colleagues on ad layouts, practice creating ads and be inspired by examples of the best ad creatives. nine0005
► Ads Manager — advertising account with all active and inactive campaigns.
► Campaign Planner is a tool for media planners to create, compare, purchase, and share media plans on Facebook, Instagram, and the Audience Network. Campaign Planner is only available to advertisers who have used the Reach and Frequency buying type. This type is currently only being launched for certain ad accounts. You can learn how it allows you to predictably reach a significant number of people from the target audience and control the frequency of display in advertising campaigns in the online course from Facebook. nine0005
"Statistics and Reports" section
► In the "Ad Reports" tab, you can create new reports with or without templates, save them, and set them to be sent to your email address.
► Experiments is an option with which you can test what works best across all campaigns. The section combines several types of tests, allowing you to conduct A / B testing of campaigns, measuring conversions and Brand Lift in one place.
► Facebook Attribution helps you determine the true value of your ads with data-driven attribution. The tool is based on a pixel and will allow you to analyze campaigns that have been launched on Facebook, Instagram, Audience Network and Messenger. The reports you receive will show you how advertising campaigns affect user actions throughout their customer journey and which channels bring traffic, conversions and purchases. nine0005
► Facebook Analytics is a service for tracking user interactions with a promoted product across connected data sources. How to work effectively with it and properly set up reporting, we described in detail in the article “Facebook Analytics: How to tame reports”.
► In the "Brand Collabs Manager" tab, the system offers to find popular authors and public figures with the audiences you want to reach. The option will allow you to collaborate on branded content that can be promoted using targeted advertising. nine0005
► Facebook Audience Insights is an analytical tool for a detailed study of the target audience and search for insights that will help form the right communication strategy. To understand how to effectively analyze statistics, we suggest you take an online course from Facebook Blueprint.
Customer Acquisition Section
► In the Page Posts tab, you will find scheduled, posted, and sponsored posts. You can also create a new post here. nine0005
How to correctly add objects to Business Manager
You can add management objects (pages, ad accounts, applications, product catalogs) to Business Manager. We already wrote about how to add an advertising account in the article above, in the section “How to create a Facebook Business Manager”, and now let's talk about adding pages, applications and an Instagram account.
By adding a Page to Business Manager, you are claiming ownership of it, it cannot be owned by another person or company, and you must be an administrator of it for at least 7 days. Also, you must be a Business Manager administrator. If the Page is linked to an Instagram business account, you'll also need to add that Instagram account to Business Manager. nine0005
To add a Page in Business Manager, you need to open “Company Settings”, in the “Accounts” section select “Pages”, click “Add”, select “Add Page”, enter a name or URL. Ready.
To add applications to Business Manager, you must also be an administrator of the Business Manager and you must also know the Facebook Application ID. Next, you should open “Company Settings”, in the “Accounts” section select “Applications”, click “Add” and select “Add an application” or “Request access to an application”. After that, enter its ID and click "Add Application" or "Request Application". nine0005
To add an Instagram business account, you must own the account's username and password, and importantly, it cannot be owned by another company, as only one Business Manager can own any business account. If the business account is linked to a Facebook Page, both the Facebook Page and the Instagram business account must be added to Business Manager.
To add an Instagram account to Business Manager, you need to open “Company Settings”, go to “Accounts”, then “Instagram Accounts”, click “Add”, enter the account username and password, click “Next”. After that, you need to select the ad accounts and Pages that will be assigned to this Instagram account and click "Next". nine0005
How to delete Facebook Business Manager
If you want to delete your Facebook Business Manager account, you should go to “Company Settings”, click on “Company Information”, then click on “Permanently Delete Company” and follow the instructions on the screen .