Facebook Business Manager is Facebook’s primary tool for marketing management. When you run ads that require specific conversion or audience targeting, business manager provides you with the tools to control your advertisings more complex components. Facebook Business Manager Accounts are a collection of services that includes Users, Accounts, Data Sources, Brand Safety, Registrations, and Integrations. The purpose of this guide is to provide the steps for setting up your Facebook Business Manager initially. For more information about specific usage of the platform, please check if your problem is directly covered in our index!

1. Log In To Facebook Business Manager

The Facebook Business Manager interface can be found at this URL: business.facebook.com. You will need to use your Personal Facebook Email Address to Register your Facebook Business Manager account. From the above page click create account to enter the Business Manager Create Account Wizard. This will walk you through the basic setup steps including first Business Account Setup. Once you complete the wizard, it will take you to the Facebook Business Manager Account Overview.

2. Using Facebook Business Manager Tools

Now that your account is setup, we will go over some of the most important functions of Facebook Business Manager

A. Facebook Page Management

Facebook Business Manager makes managing your business or client’s Facebook pages a breeze. From the Facebook Business Manager Account Overview click Accounts, then click Pages. There are several different ways to Add new or existing Pages to your Business Manager Account.

Option 1: Add A Page to Business Manager

If you are a single location business, or are setting up Business Manager for yourself, you will want to add your existing Facebook page to Google Business Manager by clicking the Add a Page menu option. This will send a request to the page you are asking to manager. Login from the Non Business Manager and confirm this request through your front end Facebook Page management platform. You can learn more about that process here. Once that request is confirmed, you will have access to that Page on Facebook Business Manager.

Option 2: Request Access to a Page in Business Manager

If you are an Agency, or have more then one Facebook page, you will want to send a access request to the page owner. This will grant your agency permissions to the page without taking over ownership of the Facebook Page. This is important in case the business owner and your agency part ways, since they will want to retain ownership of their Facebook page separate from your Agencies business manager account!

Option 3: Create a New Facebook Page

Choosing this option will guide you through the new page setup process in Facebook Business Manager. This process has several secondary steps.

1. Add A New Facebook Page: Local Business or Place

This option requires the most work. After choosing the Local Business or Place option, it will open the New Local Business Page Wizard. Once you have entered all the pertinent information, press Create Page to complete the setup process.

2. Add A New Facebook Page: All Other Types

When adding any other page, you will simply choose the Page Name, and the Page Category. Each category dropdown is different depending on which initial Page Type you chose. Once you have named the page and chosen the category, press the Create Page button to complete setup!

B. Facebook Ad Account Management

One of the most complex portions of Facebook’s advertising back end, Facebook Ad Accounts control several aspects of the Facebook advertising platform. Ad Accounts are linked to Pages, Pixels, and Billing, along with other ad type specific components. You will use this interface whenever you need to add/remove new users, change ads, or change billing information, so a good understanding of how to manage Facebook Ad Accounts is vital! Facebook Ad Accounts are accessed under the Main menu tab for Accounts. To add a new Ad Account click the blue + Add button.

Option 1: Add an Ad Account (For Existing Accounts Outside Business Manager)

Please Note: Once an Ad Account has been added to Business Manager, you cannot remove it, so make sure you want to complete the merger.

Adding an Ad Account to business manager allows multiple parties to manage the advertising campaign, rather then using the Facebook Page advertising interface. Ad accounts can only be added to Business Manager one time, and they should be owned by the business owner. Agencies that need access to Ad accounts should use the second Add Account option.

Option 2: Request Access to an Ad Account.

If you are not a business owner, and you need administrative access to their add account, you will Request Access to their account. All you need to request access to their Ad Account is the Ad Account Number. This is the blue number that appears directly below the Ad Account Name on the Ad Account Overview.

This will submit the Ad Account Request to the Business Manager Ad Account Owner, and they can grant your access from either the Desktop version of Business Manager, or the Business Manager App for mobile. It will typically popup under their notifications, and if not can be accessed from Page Roles on the Facebook Page itself.

Option 3: Create New Ad Account

The last option is creating a new ad account. This is for businesses new to Facebook advertising, as well as users who have been using the Facebook Page advertising platform instead of the Business manager ad account. You will setup the account name, time zone, currency, and payment method. You can setup the payment method later from the drop down at another time if you do not have the credit card present. Once you press Save this will take you to the new ad account!

Final Note: User Authorization

Once you have created the Ad Account, you need to make sure and assign users to that add account. This is done by clicking the Add Users button in the center of the page. This will give your users access to this ad account for creating ads, audiences, and billing.

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One of the more challenging aspects of facebook advertising setup is properly using the Facebook Pixel. We often have clients onboard that have no pixel, a misconfigured pixel, or several redundant pixels. Even once installed, the Facebook Pixel needs conversion tracking setup within event manager! Here are the basic steps to installing the Facebook Pixel on your website!

1. Log In To Facebook Business Manager

The first step to setting up Facebook Pixels is logging into Facebook Business Manager. You will need a Personal Business Manager account in order to setup a new Business Manager Account.

The Facebook Business Manager homepage looks like the above image with a grey Log In button, and a blue Create Account button. Clicking Create Account will take you through the Business Manager Account Setup process. You can learn how to complete that process here.

Clicking on the Log In button will take you to the login page. You use your Personal Facebook Account Email to log onto the Business Management Platform. Once you have logged in you will be taken to the Business Settings Overview Page.

3. Navigate from Business Settings to Data Sources

Currently (February 2020) Data Sources is the third tab from the top item on the Business Settings menu. Once you have located Data Sources, choose pixels to bring up the Facebook Pixels Sub Tab.

4. On the Pixels Sub Tab, Click the Blue Pixel + Button

Once you have clicked pixels, it will take you to the Facebook Business Manager Pixels Overview Page. This page will show all the pixels for which you have management access. Click the blue + Add button to create a new Facebook pixel! This will bring up the Facebook Pixel Setup Wizard.

Pixel Setup Wizard

A. Track Website Conversions Using Pixel Setup And Naming Pixel

Enter The Pixel Name, as well as (optional) your website URL. Entering your site url will help Facebook identify your website CMS and they try and cater learning materials.

B. Pixel Installation Code Snippet Setup Options

Option One: Add Code Using a Partner Integration

Facebook has over 50 partner integrations including the most popular website CMS systems like WordPress, Shopify, and Squarespace. Once you choose your Website CMS provider, another setup box will popup with the specific setup steps for your website. An example of this portion of the wizard is below. This is the WordPress Pixel Setup Wizard.

Option Two: Manually Add Pixel Code To Website

Following their Facebook setup guide, you manually install the base pixel code, and further events codes for the Facebook pixel. This process can only be completed if you are comfortable inserting code directly on your website!

A. Install Base Pixel Code in Asynchronous Header Section of the Website

First log in to your website. Then enter the header section of your website. How you complete this action depends on your site CMS, and feel free to consult with an expert first. Place the code snippet Facebook generates in the the header section of your website, close to the body tags.

Second, make sure you turn on advanced matching (helps get more consistent user data between Facebook and your website.

B. Test The Facebook Pixel Installation With The Pixel Test Tool (seen above)

Once you have confirmed the Facebook Pixel using the Manual Pixel Installation test, you will have completed pixel setup!

Option Three: Email Instructions to a Developer

This option brings up a window for sending the base code snippet, as well as advanced instructions for a website developer. Handy to send to your web team if you need help with Pixel Installation.

Once you have completed the above steps, and you successfully test the pixel in the wizard, you will have professionally setup the Facebook Pixel from Business Manager! The next steps in the process are setting up custom audiences and Pixel conversion events!

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