Overview

Facebook’s business manager is one of the most powerful tools for managing your Facebook marketing.

Unfortunately, many business owners and marketers do not know how to fully utilize the features to improve their performance.

In this blueprint, you will learn how to set up your Facebook Business manager properly.

You’ll also discover the best practices for managing your accounts and pages on Facebook and how and how to use Facebook Business manager to significantly increase your overall ROI.

How You Can Use This:

  • Learn how to setup Facebook Business Manager for your business and your team.
  • Learn how to use the advanced features in the Business Manager to improve your current campaign performance.

Tools And Resources

Setting up your Facebook Business Manager account is challenging especially when you are familiarising with a new platform.

This is why we created this blueprint to help you get started on your journey.

As a guide, we included a PDF version of the blueprint.

You can download a PDF version of the blueprint here.

What You Need To Know

Facebook Business Manager is a free platform that helps advertisers manage their current Facebook marketing assets, teams and partners.

Facebook Business Manager Log In Page

(Credit: Facebook)

With Facebook Business Manager, you can…

Create And Manage Multiple Assets

All of your assets such as a Facebook Page, Instagram account, audience list or product catalogue can be managed in one place. We’ll share more about how you can add and manage your assets within the business manager in the next section.

Control User Access And Permissions

You can grant different degree of access to your team, partner agencies and vendors, who work on your ad accounts, Pages and apps. The best part? You can do this while maintaining full ownership and control of all your assets.

Track Your Campaigns & Ads

You can monitor campaigns on Facebook and Instagram more efficiently using overviews and detailed views of your ads performance.

Facebook Ads Manager is simply an ad management tool. You can use it to create, manage and track ads of a specific campaign.

You can access Ads Manager through your ad account on Business Manager.

Facebook Ads Manager Example

(Credit: Facebook)

It’s important to note that each ad account has its own setting that might not be the same as the settings set in the business manager.

How To Setup Your Business Manager From Start To Finish?

Go to https://business.facebook.com/overview.

Create Facebook Business Manager Account Page

(Credit: Facebook)

Click the ‘Create Account’ button.

Create Facebook Business Manager Account Box 1

Enter your business name then click continue.

Create Facebook Business Manager Account Box 2

Enter your name and your business email address then click ‘Finish’.

Facebook Create Business Profile

You will see the Business Manager homepage.

Facebook Business Manager Homepage 1

On the previous screen, scroll down and click ‘Add Page’. A window will pop out called ‘Add Pages to Business Manager’.

Add Facebook Page

Here, you have 3 choices.

You can add an existing page that you own or create a new one.

On the other hand, if you manage Facebook pages for clients or other businesses, you can request access to add someone else’s page.

Create A New Page

For now, we are going to show you how to create a new page.

Click ‘Create Page’.

Facebook Choose Category

Choose a category that your business belongs to then a window will pop out.

Create Facebook Page For Your Local Business

Fill up the details of your business in the respective fields and click ‘Create Page’.

A window will pop up if you are successful in creating your page.

Create Facebook Page Successfully

Add A Page You Own

Add Facebook Page

Click ‘Add Page’.

Enter the name of the existing page that you own in the search bar and the page will appear at the drop down menu below it.

(Note: Ensure that you are already an admin of that existing page. If you created the Page then you will automatically be the admin.)

Click the page that you want to add then click ‘Add Page’. A window will pop up if you are successful in adding your page.

Add Existing Facebook Page

Request Access

Add Facebook Page

Click ‘Request Access’.

Request Access To Facebook Page 1

Enter the name of the Facebook Page and click ‘Request Access’. You’ll be prompted to select the role you need for the page.

Request Access To Facebook Page 2

Select the role you need and click ‘Request Access’. You will see a pop out window saying your request has been sent to the owner of the Page successfully.

Request Access To Facebook Page Successfully

Once the owner approves your request, you will have access to the Facebook page.

Facebook Business Manager Homepage 2

Click ‘Add Ad Account’. A window called ‘Add Ad Accounts To Business Manager’ will pop out.

Add Facebook Ad Account

Here, you have 3 choices.

You can add an existing ad account that you own or create a new one.

On the other hand, you can click ‘Request Access’ instead to access a client ad account.

(Note: Once you add your ad account to Facebook Business Manager, you can’t remove it, so it’s especially important that you only add accounts that you own.)

Create A New Ad Account

Add Facebook Ad Account

Click ‘Create Ad Account’. A window will pop out.

Create New Facebook Ad Account

Type in the ad account name that you want.

You can also change the currency that you prefer for Facebook to charge you in and the time zone that you are marketing in.

Click ‘Create Ad Account’. You will see a message once you’ve successfully created it.

Create Facebook Ad Account Successfully

Add Existing Ad Account

Add Facebook Ad Account

Click ‘Add Ad Account’. Then enter the Account ID of the existing ad account and click ‘Add Ad Account’.

Add Existing Facebook Ad Account

Request Access

Add Facebook Ad Account

Click ‘Request Access’.

Request Access To Existing Facebook Ad Account 1

Known Ad Account ID

If you know the ad account ID, insert it then assign yourself the role (either admin, advertiser or analyst) that you will be assigned for that ad account.

Request Access To Existing Facebook Ad Account 2

Then click ‘Confirm’. You will be notified that your request has been sent to the owner of that ad account.

Request Access To Existing Facebook Ad Account Sent

You will be notified once your request has been approved.

How Do You Find Your Account ID?

To discover your Account ID, click on ‘Settings’ from your Facebook Business Manager.

You will see your Ad Account ID under the ‘Ad account setup’ section.

Facebook Ad Account Set Up Page

You will need to know your Ad Account ID in cases like when the agency you are working with wants to add themselves to your ad account as mentioned in the ‘Add Partners And Agency’ section above.

What If You Don’t Know Your Ad Account ID?

On the other hand, if you didn’t know the ad account id, you’ll have to contact the owner of that account to request access from him.

He’ll have to go to the Ad account tab in his Business Manager Settings and click Assign Partner.

To give you access, he’ll need to enter the number below (in this case, it is 20185427XXXXXXXX) as your account id and choose a role to assign himself to your ad account.

Request Access To Existing Facebook Ad Account 1

It is good to create multiple ad accounts as back up just in case your primary ad account gets banned by Facebook.

Banning of accounts on Facebook occurs although you may think that you didn’t violate any rules.

When your ad account gets banned, you won’t be able to create a new ad account until your account has been reviewed and approved again.

That’s why we recommend you to set up multiple ad accounts now so you can continue advertising, even if your primary ad account gets banned.

The maximum number of ad accounts you can create is 5.

From your Business Manager dashboard, click on ‘Business Settings’.

Create Multiple Facebook Ad Accounts 1

Click on ‘Ad Accounts’ on the left side of the page.

Create Multiple Facebook Ad Accounts 2

Click on ‘Add’ then ‘Create a New Ad Account’.

Create Multiple Facebook Ad Accounts 3

Follow the steps from the ‘Step 1: Create Account’ section above to continue creating your additional ad account.

Create New Facebook Ad Account

Facebook Business Manager Dashboard

From your Facebook Business Manager, click on ‘Settings’.

Facebook Ad Account Set Up Page

Click on ‘Payment Settings’ at the left hand side.

Facebook Payment Settings

Click ‘Add Payment Method’ to add a credit/debit card or PayPal account. This will be the card/account that Facebook will charge for your ad spend.

You can also click ‘Set Account Spending Limit’ to control your ad spend. This is a useful function if you forgot to check on your campaign.

Enter the amount that you are comfortable spending and click ‘Set Limit’.

Set Facebook Ad Account Spending Limit

Facebook allows you to give varying degrees of access to different people. This is based on the role (either admin, advertiser or analyst) that you assign to your team member.

Go to the Business Manager homepage.

Facebook Business Manager Homepage 3

Click ‘Add People’.

Add People To Facebook Business Manager

Enter the email addresses of of team members you want to add, excluding an agency or another business.

You can give your team members limited account access by choosing Employee access or full account access by choosing Admin access.

Click ‘Next’. Select the Page(s) and Ad Account(s) that you want them to have access to by clicking the different asset types on the left.

You can also select their role for each asset type that you assign them to.

Assign Access On Facebook Business Manager

Click ‘Invite’. A window will pop out to show that the invitation has been sent to your team member.

Invitation Sent To Add To Facebook Manager

Your team member will receive the notification in his email like the one below:

Invitation Received To Add To Facebook Manager

Once your team member accept your invitation, he’ll have access to the assets that you gave him permission to.

Introduction

Facebook pixel is an analytics tool. It allows you to measure the effectiveness of your advertising by understanding the actions people take on your website.

It is a piece of javascript code that is place on your website.The block of code is the same for all advertisers.

The only difference is the ‘Facebook Pixel ID’ that is unique to your ad account.

You should set up your Facebook pixel now although you may not be setting up your Facebook campaign yet.

This is because the pixel can still start collecting data now. So by the time you launch your first campaign, you can start using the information immediately.

To learn how to set up your first Facebook campaign, you can read our ‘How To Launch Your First Facebook Lead Generation Campaign’ blueprint.

Set Up Facebook Pixel

From your Business Manager dashboard, click ‘Business Settings’.

Facebook Business Settings

On the left side, under the ‘Data Sources’ header, click ‘Pixels’. Then click ‘Add’.

Facebook Business Manager Pixels

You can change the name of your pixel or stick with the one that is auto-generated. For example, in our case is ‘GrowthTribe Blueprint Test’s pixel’.

Create Facebook Pixel

Click ‘Create’.

You’ll see the pixel once you’re successfully created it.

Created Facebook Pixel

How To Use Business Manager To Improve Your Ad Performance

You can also connect your Instagram account to Facebook Business Manager.

Select ‘Instagram accounts’ on the left side of the page after clicking ‘Business Settings’ on the Business Manager dashboard.

Facebook Business Settings

Click ‘Add’ if you have any Instagram account for your business.

Enter the account details of your Instagram account and click ‘Next’.

Add Instagram Account To Facebook Business Manager

Select the ad account that you want to assign the Instagram account to and click ‘Next’.

Assign Facebook Ad Account To Instagram Account

You will see a pop out that confirms your Instagram account was added successfully.

If you have an agency that is helping you to run ads on Facebook, you can give them access to your ad account and page.

By doing it this way, the agency will have rights to add their own team members to have access to your assets.

To do this, click on ‘Business Manager’ and you will see the Business Manager dashboard.

Click on ‘Business Settings’ under the ‘Settings’ header.

Facebook Business Manager Dashboard

You will see ‘Partners’ on the left hand side of the page, so click on it.

Facebook Business Settings

You will see the option of adding a partner:

Facebook Business Settings Partners

Click on ‘Add’ then you will be prompted to enter the ‘Partner Business ID’, which you can get from the agency that you are working with.

Add New Partner Facebook

Enter your agency’s ‘Partner Business ID’ and click ‘Next’.

Just like how you add people in the section above, you can select the Page(s) and Ad Account(s) that you want the agency to have access to by clicking the different asset types on the left.

You can also select their role for each asset type that you assign them to.

Assign Partner On Facebook

Click ‘Assign Assets’. You see a pop up once you’ve successfully assigned the agency the assets.

Added Assets To Facebook Partner Successfully

The main reason you want to use the Product Catalog tool is to create dynamic ads.

These are ads that are populated with data from your Catalog based on your customer’s behaviour. For example, if they visited a product page or a product catalog page for “sweaters”, you can re-target them with ads related to sweaters.

This is especially useful for e-commerce stores with hundreds of products and thousands of visitors on their sites everyday.

We’ll be covering more about dynamic ads in future blueprints.

Facebook Product Catalog Example

(Credit: Facebook)

Create A Product Catalog

Click on ‘Catalogs’ under ‘Data Sources’ to create your new catalog.

Give your new catalog a name and go through the steps to create your first catalog.

Create Facebook Product Catalog

Once you’re done, you’ll see the product catalog below. You can now ‘Add Items’ and Product Feeds.

Created Facebook Product Catalog

Setup The Product Feed

There are many ways to setup your product feed.

Depending on the platform you’re using, you can follow the instructions provided.

Set Up Facebook Product Catalog

I recommend you setup a schedule to update at least once a day so you can promote existing inventory.

Update Facebook Product Catalog

Introduction

This is a useful feature for you to group multiple business assets together – such as Pages, ad accounts, product sets, apps and even Instagram accounts.

You can think of Projects as folders for Facebook Business Manager.

Then you can manage and assign assets to other users while keeping them separate.

This means that you don’t have to go through the entire process above again, just to ensure that your team member only has rights to certain assets that they need for a particular project.

In the future, you can filter by project when assigning assets to new team members as you can see in the image below:

Facebook Projects Filter

Another way you can use this feature is to categorise your business into different segments. So each project will represent a particular division.

On the other hand, if your business caters to markets in different countries, each project can represent a country.

By doing this, you can monitor the ad performances and data for each project more clearly and easily. This allows you to manage your projects more efficiently and make better strategic decisions.

Create A Project

From Business Manager dashboard, click on ‘Business Settings’.

Facebook Business Settings

Click on ‘Projects’ on the left.

Facebook Business Settings Projects

Click on ‘Add’. A window will pop out to ‘Create new project’.

Create New Facebook Project

Enter a project name then click ‘Next’.

Add Facebook Page To Project

If you have multiple pages, select the page that you want to assign to a project.

Take note that one asset can only be added to one project. So if you need to assign the same asset to another project, you will have to move it from one project to another.

Click ‘Next’.

If you have multiple ad accounts, select the account that you want to assign to a project.

Click ‘Save Changes’.

Add Facebook Ad Account To Project

You will see the project added to the list of Projects.

Facebook Projects List

As mentioned previously, Facebook Pixel is a useful tool that helps you to collect data about the actions people take on your website.

For example, you have 2 ad accounts selling 2 related products, say baby milk powder and baby clothes, and each product has their own ad account and landing pages.

Let’s say you are making more sales for the baby milk powder.

The customers buying this are also likely to buy baby clothes too.

By sharing the baby milk powder pixel to the baby clothes ad account and landing page, you will be able to get better quality traffic and increase sales for your baby clothes too.

Here’s how you can share a Facebook pixel across different ad accounts.

From your Facebook Business Manager, click on ‘Business Settings’.

Facebook Business Settings

Click on ‘Pixels’ on the left side.

Created Facebook Pixel

Select the Facebook pixel that you want to share and click on ‘Assign Ad Accounts’.

Assign Facebook Pixel To Ad Account

You will see a list of ad accounts that you have access to.

Select the ad account that you want to share the Facebook pixel to.

In our case, we are sharing the GrowthTribe Blueprint Test’s pixel to MM Careers.

Click ‘Save Changes’.

Assigned Facebook Pixel To Ad Account

As you can see, the pixel has been shared with the MM Careers ad account.

You will now be able set up that pixel for the landing page that MM Careers ad account redirects viewers to.

You can also use the pixel to create an audience or conversion off of that pixel for targeting purposes in a campaign in the MM Careers ad account.

We’ll discuss more on how you can use the Facebook pixel in your campaigns in another blueprint in the future.

For this section, we’ll continue with the example above on baby milk powder and baby clothes.

Again, let’s assume the baby milk powder campaign is performing better.

Besides sharing pixels, you can also share audiences to improve the results of the baby clothes campaign.

For example, you can create a Custom Audience of people who bought the baby milk powder.

You can share this audience with the baby clothes ad account.

Now you can retarget this audience with ads for baby clothes since this group of people bought milk powder before so is more likely to buy baby clothes too.

Here’s how you can share an audience from one ad account to another.

From your Facebook Business Manager, click on ‘Audiences’ under the ‘Assets’ header.

Facebook Audiences

Check the box beside the audience that you want to share.

Click ‘Actions’ then click ‘Share’.

Facebook Audiences Actions

You’ll be prompted to enter the Ad Account ID of the account that you want to share the audience with.

Share Selected Facebook Audience

Click ‘Share’.

Facebook Audience Shared

As you can see, the ‘Lookalike (SG, 5%) – Opened & Submitted Lead Forms’ audience has been shared with GrowthTribe Blueprint Test ad account.

You can learn more about how to use audiences in our ‘Facebook Laser Targeting Guide’ blueprint.

Introduction

Brand safety is how you can prevent your ads from delivering within or alongside content that is not aligned to your brand.

One of the ways to do this is by using block lists.

A block list prevents your ads from running on specific websites and apps within the Audience Network, eligible videos of Pages included in the Facebook in-stream placement and specific publishers for the Instant Articles placement.

This prevents you from wasting ad budget being spent on platforms that have been blacklisted.

Uploading Block List

From your Facebook Business Manager, click on ‘Business Settings’.

Click on ‘Brand Safety’ then click on ‘Block lists’.

Facebook Business Settings

Click on ‘Manage’.

Facebook Block Lists

You’ll see an option to ‘Add and edit block lists’.

Add Facebook Block Lists

Click on ‘Add and edit block lists’.

Facebook Manage Block Lists

You can upload your block lists here. Ensure that the Excel file you are uploading is in CSV format.

Facebook actually provides a list that you can use. You can find it here: https://www.facebook.com/business/help/1382467665184382?helpref=faq_content

What’s Next?

Congratulations! You now know more about business manager than 90% of the advertisers online.

If you want to learn about to set up and launch your first Facebook campaign, you can check out our blueprint: ‘How To Launch Your First Facebook Lead Generation Campaign’.

You can also check out our ‘How To Create Facebook Ads That Sell’ blueprint to learn how to write high converting ads for your campaign.