Guide
You'll have an ad & Business Manager account ready to manage all your Facebook Assets and securely share them with employees or partner(s) by completing this guide.
Execution Time: 10-15 mins
Goal: To create a Business Manager account and Facebook Ad Account for your business.
Prerequisites or requirements: You will need a personal Facebook account.
Why this is important: Facebook’s Business Manager allows you to easily manage multiple pages and ad accounts, while also being able to assign roles to your employees or contractors safely. Your Facebook Ad account will allow you to set up your first campaigns promoting yourself to the 2.85 billion active Facebook users worldwide in 2021.
Where this is done: In Facebook’s Business Manager.
When this is done: The first time you are creating a Business Manager account.
Who does this: The business owner or the person responsible for paid social advertising within the business.
P.S. This guide was pulled directly from our library of digital marketing SOPs (standard operating proceedures).
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Former infantryman turned real estate investor & digital marketer. I enjoy discussing growth strategies and the technical sides of growing a business.
1. Go to https://business.facebook.com in your browser.
2. Click on “Create Account” on the top right corner.
3. If you are not logged in to your personal Facebook account, you’ll be asked to log in:
4. You are now creating your Business Manager Account:
a) Enter your Business name.
Note: This name is visible to your employees or other people that you allow to manage your assets.
b) Press Continue, enter your name and your business email, and click “Submit”.
c)
Your Business Manager is now created! Click the link you received on your email to confirm your account.
d) After confirming, you will be taken to your Business Manager setting with email verified at the bottommost right portion:
1. When in your Business Manager Home page, click on “Go to Business Settings”:
2. Click on the ‘Add’ dropdown:
3. Click “Create a New Ad Account”
Note: Pay attention to the currency you want to be used for your account as you cannot edit this in the future. You can always create a new Ad Account If you want to do so.
4. Insert the details for your new Ad Account:
5. Select whether you are creating this Ad Account for your business, or to advertise on behalf of another business.
6. You will now be prompted to assign people to your Ad Account, for now, you will only add yourself.
a) In the future, you might want to add employees or contractors to that Ad account as well.
8. Make sure your ‘Location and Currency’ is correct, you can fill up your ‘Business and Tax Info (optional), choose your preferred payment method, then click on ‘Next’:
7. Your ad account has been created! If you don’t have a Payment Method set up, you will want to do it now. Click on ‘Add Payment Info’:
9. After successfully adding your payment details, you can now input your business address details.
1. Go to your Facebook Ad Account Settings, under Business Payments, click on ‘Open Payment Settings.’
2. Check if ‘Payment Method’ is showing the correct details, if it is blank – you may have to add it again like you did in Step #8.
3. That’s it! If you now go to your Business Manager Home page you should now be able to see your new Facebook Ad Account:
11. Click “Finish” to complete the campaign manager account setup.
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