How to Set Up a Meta Business Manager Account (Facebook Business Manager)

Summary

This 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

00:00

🧑‍💼 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.

05:01

🔗 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.

Keywords

💡Meta Business Account

A Meta Business Account is a centralized hub for managing all Meta (formerly Facebook) related business assets. It is essential for businesses looking to advertise on platforms like Facebook and Instagram. The account allows for the organization of pages, ad accounts, pixels, and Instagram accounts, and it enables the assignment of varying access levels to team members. In the video script, the creation of a Meta Business Account is the primary focus, guiding viewers through the setup process and emphasizing its importance for streamlined management and security.

💡Facebook Business Manager

Facebook Business Manager, now known as Meta Business Suite, is a platform that businesses use to manage their advertising efforts across Meta's platforms. It allows for the management of Facebook Pages, ad accounts, and Instagram accounts from one place. The script mentions that setting up a business account is crucial for avoiding account disabilities and hacks, thus ensuring a secure and efficient advertising operation.

💡Facebook Page

A Facebook Page in the context of the video refers to a public profile specifically created for businesses, brands, or organizations to share news, information, and interact with their audience. The script explains how to add an existing Facebook Page to a Meta Business Account or create a new one, which is a fundamental step for businesses to establish their online presence and run advertising campaigns.

💡Ad Account

An Ad Account on Meta's platform is used for running advertising campaigns across Facebook, Instagram, and other Meta properties. The script provides instructions on how to add an existing ad account to the Meta Business Account or create a new one. It is a critical component for any business intending to advertise, as it holds the budget and payment information necessary for ad campaigns.

💡Instagram Account

The term 'Instagram Account' in the video script refers to a business's profile on Instagram, which can be added to the Meta Business Account for streamlined management. The script suggests that adding Instagram accounts to the business suite is recommended, indicating the integration of Instagram with Facebook's advertising ecosystem and the importance of a cohesive social media strategy.

💡Pixel

A Pixel is a tracking code used by Meta to track conversions from ads, gather data, and optimize ad performance. Although not explicitly detailed in the script, it is implied as one of the assets that can be managed within the Meta Business Suite, highlighting the importance of tracking and analyzing ad performance data for businesses.

💡Access Levels

Access Levels determine what an individual or team member can do within a Meta Business Account. The script discusses assigning different access levels, such as admin or employee, to control who can manage various aspects of the business's online presence. This feature is crucial as businesses scale and require more team members to manage different tasks without compromising overall control.

💡Billing Information

Billing Information is necessary for setting up payment methods within the Meta Business Account to run ad campaigns. The script emphasizes the importance of having a payment method set up, as Meta will not allow ad campaigns to run without it. This aspect is critical for businesses to ensure they can execute their advertising strategies.

💡Ad Campaigns

Ad Campaigns are the structured sets of ads that businesses run on Meta's platforms to achieve specific marketing objectives. The script alludes to setting up ad campaigns as the next step after creating a Meta Business Account, indicating that the account setup is a foundational step towards executing an advertising strategy.

💡Asset Management

Asset Management within the Meta Business Suite refers to the organization and oversight of various digital assets like Facebook Pages, ad accounts, and Instagram accounts. The script describes how to add and manage these assets, which is essential for maintaining a cohesive brand presence and efficiently running ad campaigns across Meta's platforms.

💡Personal Facebook Profile

A Personal Facebook Profile is an individual's account on Facebook, which is distinct from business pages or accounts. The script mentions that anyone doing business-related activities on Meta platforms should have a personal profile associated with it for accountability purposes. This distinction is important for maintaining personal and business boundaries on the platform.

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