How to Set Up a Meta Business Manager Account (Facebook Business Manager)
Summary
TLDRThis video tutorial guides viewers on setting up a Meta Business account, previously known as Facebook Business Manager. It's crucial for advertising on Facebook and Instagram, serving as a central hub for managing business assets like pages, ad accounts, and Instagram profiles. The video covers the process of creating an account, adding Facebook pages, Instagram accounts, and ad accounts, as well as assigning roles to team members. It emphasizes the importance of a business account for account security and efficient management, and teases a follow-up video on creating effective ad campaigns.
Takeaways
- 💼 Setting up a Meta Business Account (formerly Facebook Business Manager) is essential for managing your Meta assets like Facebook pages, Instagram accounts, ad accounts, and more.
- 🔐 Creating a business account can help prevent your ad account from being disabled or hacked, providing security and control over your business operations.
- 👥 The Meta Business Suite allows you to organize and manage assets, and assign different access levels to team members, making scaling easier as your business grows.
- 🔗 To create a Meta Business Account, visit business.facebook.com/overview and click 'Create an Account' after logging into your personal Facebook profile.
- 📄 Enter your business name, business email, and follow the setup instructions to complete the process, gaining access to the Meta Business Suite.
- 🌐 You can add Facebook pages, Instagram accounts, and ad accounts into the Meta Business Suite for centralized management.
- 📊 If you haven’t created an ad account, Meta Business Suite allows you to set up a new one or claim an existing ad account by entering your ad account ID.
- 📸 Instagram accounts can also be added to your Meta Business Suite by claiming them after creating the account directly on Instagram.
- 📲 You can manage additional assets like WhatsApp accounts, Pixels, and catalogs from within Meta Business Suite, but beginners don’t need to focus on these immediately.
- 👤 Adding people to your business account is easy by entering their email and selecting roles (Employee or Admin), giving them the necessary access to manage assets.
Q & A
What is a Meta Business Account, and why is it important?
-A Meta Business Account, previously called a Facebook Business Manager account, is a central hub for managing all your Meta-related business assets like Facebook pages, ad accounts, Instagram profiles, and more. It is important because it allows businesses to organize these assets efficiently, grant access to team members, and safeguard their account from being hacked or disabled.
How do you create a Meta Business Account?
-To create a Meta Business Account, go to business.facebook.com/overview and click on 'Create an Account.' You need to log into your personal Facebook profile and provide your business name and business email. Once you submit this information, follow a few steps to finalize the setup.
Why is it necessary to log in with a personal Facebook profile to create a business account?
-Meta requires users to log in with a personal Facebook profile to ensure accountability for business-related activities on Meta platforms such as Facebook and Instagram. This step links personal profiles to business accounts for security and management purposes.
What are some assets that can be managed in Meta Business Suite?
-In Meta Business Suite, you can manage assets like Facebook pages, ad accounts, Instagram profiles, WhatsApp accounts, custom conversions, pixels, and catalogs. This platform helps centralize control over all business-related Meta assets.
How can you add a Facebook page to a Meta Business Account?
-To add a Facebook page to your Meta Business Account, go to 'Pages,' click on 'Add Assets,' and select 'Facebook Page.' You can either create a new Facebook page or claim an existing one by entering its name or URL. Once confirmed, the page will be added to the account.
How do you add an ad account to a Meta Business Account?
-To add an ad account, navigate to 'Ad Accounts,' click on 'Add Assets,' and select 'Ad Account.' You can either create a new ad account by following the setup process or claim an existing one by entering its ad account ID. You can also request access to another ad account if needed.
Can you add an Instagram account to the Meta Business Suite?
-Yes, you can add an Instagram account to the Meta Business Suite by clicking on 'Add Assets' and selecting 'Instagram Account.' You'll need to claim an existing account by entering its login information. If you don’t have one, you can create it directly on Instagram.
How do you add team members to a Meta Business Account?
-To add team members, go to 'Add People,' enter their email addresses, and select their roles. You can choose between 'Admin' for full control or 'Employee' for limited access. After selecting roles, assign specific assets (like pages or ad accounts) they can access.
Why is setting up a payment method in Meta Business Suite important?
-Setting up a payment method is crucial because Meta will not allow you to run Facebook or Instagram ads without valid payment information. This ensures that billing is in place for any ad campaigns you create, allowing you to run ads without interruptions.
What should you do after setting up your Meta Business Account?
-After setting up your Meta Business Account, the next step is to create and manage ad campaigns on Facebook and Instagram. You can do this through the Meta Business Suite by setting up ad campaigns at the campaign, ad set, and ad levels to drive results.
Outlines
🧑💼 Introduction to Setting Up a Meta Business Account
The video introduces the process of setting up a Meta Business Account (formerly known as Facebook Business Manager), which is essential for advertising on Facebook and Instagram. The speaker emphasizes that the business account acts as a central hub to manage various assets such as Facebook Pages, ad accounts, and Instagram profiles. The importance of granting different levels of access to team members is also discussed. Setting up a proper business account reduces the chances of account hacks or ad account disabling, making it a crucial step for advertisers.
🔗 Step-by-Step Guide to Creating a Meta Business Account
The speaker starts the account setup process by directing users to the Meta Business page (business.facebook.com/overview) and clicking 'Create an Account.' Users need to be logged into their personal Facebook profile for accountability. The process involves entering a business name and email. However, the speaker cannot demonstrate the full setup because their account already has multiple business accounts. They assure users that the process is simple, and once completed, the Meta Business Suite will allow them to manage all business assets.
📂 Navigating the Meta Business Suite
Once in the Meta Business Suite, users can manage assets like Facebook Pages, ad accounts, Instagram accounts, and more. The speaker explains how users with new business accounts may not see all options initially. For large-scale businesses, the Suite can display hundreds of accounts, but for new users, the process involves adding assets like Facebook Pages, ad accounts, and Instagram profiles. The video provides guidance on adding these assets to the Suite.
🌐 Adding a Facebook Page to Your Business Account
The video explains the process of adding a Facebook Page to the Meta Business Account. Users can either create a new Facebook Page or claim an existing one by entering the page’s URL. The video demonstrates how agencies and advertisers can request access to a client's Facebook Page without taking ownership of it, which is especially useful for agencies managing multiple accounts.
📊 Adding an Ad Account to the Meta Business Suite
The speaker details how to add an ad account to the business account. If users have never run ads before, they will need to create a new ad account by providing payment information and billing details. Alternatively, those who have run ads can claim an existing ad account by entering the ad account ID found in the Ads Manager. The video also mentions an option to request shared access to an ad account, a common need for agencies.
📸 Adding an Instagram Account to the Meta Business Suite
Users can add their Instagram account to the business account by claiming an existing one, though the option to create a new Instagram account must be done separately on the Instagram platform. The speaker walks through how to claim an Instagram account by entering login information, and the account will be added to the business suite. The video briefly touches on other assets, such as WhatsApp accounts, and how users can add various advertising tools.
👥 Adding Team Members to the Business Account
The speaker explains how to add other people to the Meta Business Account for various roles, such as posting on Facebook or setting up ads. By entering an email address, users can invite team members and assign them different levels of access (employee or admin). Admins have full control, while employees have limited access. The video walks through the steps for selecting which assets team members have access to, and the process of sending invitations for collaboration.
💳 Setting Up Payment Methods for Ad Campaigns
To run ad campaigns on Facebook or Instagram, users must set up a payment method. The speaker shows how to add billing information via the 'Billing' section in the Meta Business Suite, which is necessary for running ad campaigns. Users can also review invoices and manage account balances within this section. Payment information is critical, as Meta will not allow campaigns to run without it.
🚀 Next Steps: Setting Up Effective Ad Campaigns
After setting up the Meta Business Account, the speaker encourages users to watch another video on creating successful Facebook and Instagram ad campaigns. This video will guide viewers through the process of setting up campaigns at the campaign, ad set, and ad levels, to help advertisers achieve great results.
Mindmap
Keywords
💡Meta Business Account
💡Facebook Business Manager
💡Facebook Page
💡Ad Account
💡Instagram Account
💡Pixel
💡Access Levels
💡Billing Information
💡Ad Campaigns
💡Asset Management
💡Personal Facebook Profile
Highlights
Meta Business Account, previously called Facebook Business Manager, is essential for organizing Meta assets such as Facebook Pages, Ad Accounts, Instagram, and more.
A Meta Business Account offers a central hub to manage business assets and assign different access levels to team members.
Setting up a business account properly reduces the risk of your ad account being disabled or hacked.
Create a Meta Business Account at business.facebook.com/overview by logging into your personal Facebook profile.
Meta requires personal profiles to be linked with business accounts to ensure accountability and transparency.
Once created, the Meta Business Suite allows easy management of Facebook Pages, Ad Accounts, Instagram Profiles, and more from a single location.
You can add or claim existing Facebook Pages, Instagram Accounts, and Ad Accounts into your Meta Business Account.
Meta Business Suite allows you to manage multiple assets, making it ideal for agencies managing several clients' accounts.
If you don’t have a Facebook Page, you can create one directly from the Meta Business Suite.
Existing Facebook Pages can be claimed or requested for access in the Meta Business Suite for managing campaigns.
Meta Business Suite allows you to create new Ad Accounts, claim existing ones, or request access to manage client accounts.
Instagram accounts can be linked to Meta Business Suite for centralized ad management, though new accounts must be created via Instagram directly.
Additional assets like WhatsApp Accounts, Pixels, and Custom Conversions can also be added to Meta Business Suite for advertising purposes.
You can add team members by entering their email, assigning roles, and giving them access to specific assets like Facebook Pages or Ad Accounts.
Payment methods must be added in the billing section of Meta Business Suite to run ad campaigns, and it offers invoice tracking as well.
Transcripts
in this video I'm going to show you how
to create a meta business account what
used to be called a Facebook business
manager account and I'd strongly
recommend that if you are going to be
advertising on Facebook and Instagram
that you get a proper business account
set up a business account is effectively
one Central Hub where you can organize
all of your meta assets very easily and
efficiently so things like your Facebook
page your ad account your pixel your
Instagram account you can also give
other people access to all those
elements and give them the right level
of access which as you scale may become
very important you might want to get
other people involved and helping you
out with those various things so it's
really important to get all this set up
it doesn't take very long and once
you've got it set up you don't have to
worry about it again getting it set up
right means that your ad account is less
likely to be disabled your account is
less likely to be hacked very good
reasons to get this all set up here's
how you do it okay so we're going to
start right at the beginning by creating
a meta business account now to do that
you want to come through to this page
which is business.facebook.com forward
slash overview I'll include a link to
this page in the video description below
and you want to go ahead and click click
on create an account now in order to do
this you will need to be logged in to
your personal Facebook profile meta want
to make sure that anyone that's going to
be doing anything business related on
The Meta platforms Facebook Instagram
Etc that there's personal profiles
associated with that helps with
accountability and all that sort of
stuff then you simply just want to come
in and enter your business name so my
business name is lead group for example
your name will be automatically entered
in because you'll be logged in and then
you want to enter in your business email
now I can't actually go through the next
few stages and show you this because my
business already has a number of
business accounts set up and there's
only so many that matter let you set up
even when your Facebook ads agency like
mine and we've got tens of millions of
dollars worth of AD spend across
multiple different ad accounts but just
enter in your business email click
submit and then you just need to go
through a very simple process of
entering a few bits of information and
once you've done that you'll be taken
through to the meta business Suite which
will look something like this
so the meta business Suite is a place
where we can manage all of our meta
related business assets so things like
Facebook pages ad accounts Instagram
profiles WhatsApp accounts all that sort
of stuff is like a central location
where you can manage everything now if
you've been brought through to the meta
business suite and you can't see this
sort of stuff on the left hand side
business assets people
etc etc the way you get here is just
come down and click on this settings
option and you'll be brought through now
because you'll have a new
um business account you won't see all
this stuff down here so for example has
listed all our business assets that's
what we've got selected and you can see
we we're multiple seven figure agencies
so when we scroll down you'll see that
we have hundreds and hundreds of AD
accounts and Instagram accounts and
Facebook pages because we have hundreds
of clients at any one time I can
literally just keep going on this
forever which is pretty cool now
obviously if I scroll back to the top
and you're not going to have all this
stuff right and that's absolutely fine
you're probably going to have nothing
added in here so what you need to do is
you need to add in your Facebook page
your Instagram account and and either
add in an ad account if you already have
one or create a brand new ad account and
that's going to show you how to do right
now so to add a Facebook page into this
business account we'll first go over to
Pages then you want to go ahead and
click on ADD assets and then select
Facebook page as the top options then
within here there are a few different
options firstly if you haven't created a
Facebook page
um yet then you can absolutely go ahead
and do what you will need to create one
in order to be able to run our campaigns
properly so you just want to Simply
click on create a new Facebook page you
enter in a few simple details very
straightforward and then that's all done
it's already set up in here nice and
easy I'm not going to go through that
process because as you can see we've
already got hundreds of Facebook pages
in our business manager we don't need
another one you can also claim an
existing Facebook page so if I click on
this so if you've created a Facebook
page previously you need to put it into
this business account and the way you do
that is exactly what I'm showing you now
you claim a Facebook page simply just
enter your Facebook page name in here or
just go on to that page in a new tab
grab the URL and pop it in here click
next confirm add it in and you're all
done okay so if you've already created
the Facebook page this is the option
that you want to select but if that's
when it's your Facebook page if I just
cancel out back into ad assets Facebook
page and or you can request to share a
Facebook page so this is if you don't
want to put the Facebook page inside a
business account you don't want to put
it into your own account and claim
ownership of it but you want access to
someone else's Facebook page in order to
be able to do work so if you're offering
any sort of Facebook advertising
Services anything like that you can see
it's best for agencies who need access
to clients page this is the option that
you go ahead and select if you're just
getting started with Facebook
advertising obviously not an option that
you're going to be using okay so that's
us added in the Facebook page very
important next thing is an ad account so
if I go over to ad account we've got
tons and tons in here as well mostly our
clients ones if we go ahead and click on
ADD assets and then we scroll down to
this advertising section and go ahead
and select add account now again if
you've never run ads before and you need
to create a brand new ad account that's
absolutely fine you can click on this
top option go through the options it'll
walk you through the process including
how to set up billing information adding
payment details which you'll need to do
in order to start running ads you can
claim an exist accounts if you've
already run ads before you will have a
an ad account created and you want to
move it into this business account so if
I click on claim an ad account what you
want to do is just grab your ad account
ID and I'll show you where to get that
now so I've just jumped over to ads
manager and if you're not familiar with
this don't worry we're definitely going
to get to this later on but if you have
been running ads already you probably
are familiar with ads manager and your
ad account ID is just the number up here
alongside the name of your ad account so
you just want to copy that head back
into your meta business Suite add in
your ad account ID confirm done and then
that ad account is added in to
um your business account okay very
important and of course if we just
quickly go back into that section here
click on ADD add account you can also
request to share an ad account do the
exact same thing as what we talked about
the page but that's more for agencies
not something that I'm going to focus on
right now Okay so we've got Facebook
page added in we've got an ad account
added in if you've got an Instagram
account I'd also strongly recommend you
go ahead and add that in as well so you
want to go ahead and click on ADD assets
Instagram account
and then you agree to terms you claim an
Instagram account so there's not the
option from within the meta business
Suite to create one and you need to
claim an existing one if you want to
create a new ad a new Instagram account
you'll need to head over to Instagram
and do that instead but you click on
this go through claim Instagram account
it brings up like a new window you're
just entering your Instagram login
information claim the account and it go
it goes ahead and gets added now there
are also another of other type of assets
that you can add in to your meta
business account so if I click on ADD
assets we obviously got WhatsApp account
we haven't discussed but there are other
options in in advertising we've got
custom conversions pixels all that sort
of stuff you can add in catalogs a
number of different options I'm not
going to go through and cover everything
if you're getting started with Facebook
Instagram advertising a lot of that
stuff is far more in-depth and detailed
than you need to worry about at this
point I don't want to overwhelm you with
information and make it much more
difficult one other thing I do want to
show you how to set up within
metabusiness Suite is how to add in
other people into your business account
to let them do some of this stuff
whether it's you know posting on your
Facebook page or your Instagram account
or setting up ads for you or anything
like that you may well have other team
members now again we're a 30 plus person
company so with all sorts of people in
here you're not going to see anyone in
here and that's absolutely fine when
you're just getting started but what you
want to do is go ahead and click on ADD
people now you will automatically
already be added in so your profile will
automatically already be added in
because you're the one who created this
business account and but you very simply
want to enter in an email address so we
could for example have example at
leadguru.co.uk Okay click next and then
we can select what role they get within
the business do they get employee access
so they're not able to sort of add new
accounts or remove them
um there's certain things they're not
able to do you can see that matter gives
um information around that if you don't
want someone to have full control over
everything you want to go with employee
as opposed to admin then when you click
on next you can select Which business
assets that this person doesn't does not
have access to so if you clicked off on
the drop down and you can give them
access to your page and not your
Instagram account or vice versa you can
give them access to your ad account but
not other stuff and you can go through
and you can select the various options
then you just go ahead and review
invitation click done and they will then
receive an invite that they can accept
either via email or they'll receive a
notification when they're logged into
their Facebook profile and then they
could be added into your business
account and they can start doing the
sort of stuff that I'm going to show you
how to do in a minute creating ad
campaigns and things like that and I've
already mentioned it but just quickly
worth mentioning again if I just quickly
click on billing it'll open up a new tab
for us and here you can add in new
payment methods okay and it's really
important that you do have a payment
method set up meta will not let you run
a Facebook ad campaign Instagram ad
campaign if they don't have payment
information you can see on this side
account for example we've got a small
outstanding balance and it gives you
some information around that you can
grab invoices in here and it's a useful
little tool now you should be all set up
with your business manager account but
that's only the first step when it comes
to running Facebook ads that can get
Real Results I'd strongly encourage you
to check out this video next in that
video I give you a full walkthrough on
how to set up Facebook and Instagram ad
campaigns that can deliver fantastic
results I go through the entire process
show you how to set up the campaign
level ad set level ad level all that
sort of stuff well worth the watch
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