What is Facebook Business Manager? How to Configure the Settings
NOTE: Editors Note: This document was first published in the year 2015. The guide has since been updated to ensure accuracy and be in line with current techniques.
No matter you are looking to build your eCommerce company organized Facebook pages and ads are essential for the success of your social media marketing.
One of the most important aspects is the process of setting up the Facebook Business Manager.
Facebook created Business Manager to assist companies in managing and organizing their pages as well as advertising accounts, without the burden of having to sign up for an individual account. Since then, the platform has been through various iterations and its primary purpose is the same.
The platform is currently called Meta Business Suite. But, we will refer to the business managers as a platform in the following article.
Below, we will walk through how to set up Facebook Business Manager for you to profit from its many benefits and features.
What is Facebook Business Manager?
Facebook Business Manager is a free application developed by Facebook to enable organizations and businesses to securely manage their pages, ads account catalogs, pixels, and pages all in one place without sharing login details or sharing information with their colleagues on Facebook.
Prior to the Business Manager platform, businesses had to delegate their sites to a single employee (or create an account shared by one login) leading to confusion, confusion, and discontent for the Digital Marketing teams.
Facebook introduced Business Manager to address these issues. It also linked with Instagram corporate accounts to simplify marketing efforts.
Advantages for Brands
As we have mentioned before, Facebook Business Manager has many advantages for businesses and other agencies, for example, the capability to:
- Manage multiple pages and ads account through one Business Manager
- Control access to ad pages, accounts as well and other resources on Facebook
- Simply easily add or remove employees and organizations from an account
- Give different levels of permission in accordance with the goals of the business
- Access important pixel data
- Build custom audiences in a snap for your advertising campaigns.
- Browse the catalog and create sets of products with ease
- Access reports at a business level across multiple accounts
- Control billing information and view the spending thresholds
- Maintain brand safety by checking domains and establishing blocklists
How to Use Facebook Business Manager
In this article, we will guide you through the 3-step procedure to set up and optimize the performance of your Business Manager account.
If you are your own agency, and Facebook is one of the most popular platforms to advertise for clients, We recommend that you thoroughly train your staff and discuss with your client how you will use Facebook. Since clients will be able to control their Facebook accounts making clear expectations and educating everyone involved in the process will avoid mistakes or unintentional modifications to your campaigns.
Note: Although we try to ensure that this guide is as up-to-date as we can Business Manager is always updating and certain procedures may change in the future. If you are having any issues when creating your accounts, you can reach out to the Facebook support team.
Step 1: Select the primary administrator.
Before you begin the process of setting up the Business Manager accounts, you will need to select the correct person to handle it. Most of the time this is the administrator who is the primary for the account.
The primary administrator can differ between brands. For smaller businesses, it could comprise the CEO or the business owner. For larger businesses, it could be the CMO or marketing director and social media director.
The person responsible for inviting users will be in charge of inviting users, providing them with access to manage their work pages or accounts, and creating of the information for billing (if required).
We suggest that you have more than one administrator on the account in the event of employees leaving the company or other unanticipated problems that arise.
Step 2: Sign up for your account.
Facebook is excellent at guiding users through the process so be sure to follow the steps. Begin by visiting the Business Manager home page. There, you will be able to register your account.
Facebook Business Manager Welcome Screen.
If you click “Create an account,” you will be asked for your company details (including your business name, email address, and so on. ).
Facebook Business Manager Create Your Business Management account screenshot. Three text boxes: Your company and account name, as well as your name, your email address for business.
You will be able to add additional details within Business Manager, in “Business Settings > Business Info” on the menu dropdown.
Facebook Business Manager screenshot of Business Settings. The Business Info tab is chosen.
Remember to verify your account with your email address in order to gain access to the Business Manager in full.
Step 3. Connect your personal pages, persons, and your products.
Once you have got your first Facebook Business Manager page set up, you will see the page look like this:
Screenshot of the Meta Business Suite homepage.
At this point, it is necessary to connect your Facebook Corporate Page to your account. This is essential for all kinds of ads on Facebook. You need to have access to at least one company page in order to be eligible for this step. If not, you will need to create a brand new page in order to finish this step.
Be aware that this is your Business profile and which is not your private Facebook page. Additionally, make sure all Instagram accounts that you own for your business are connected to your Facebook page making sure that these accounts are linked to your Facebook page, too.
Pages can be added to the Business Manager by going into “Settings > Business Assets.”
Facebook Business Manager adds assets to screenshots. The options include a Facebook Page, Instagram Account as well and WhatsApp Account.
After you have connected your ad and pages, you will need to add team members that require the access of your Business Manager.
As a default setting, Facebook will assign each individual to the position as an “employee” access. If you wish to give someone administrator access then you must manually turn that feature in the off position to turn it on.
Facebook Business Manager Invitation People Screenshot. Near the top of the page is the textbox that says Enter Email email addresses. Under that is a section called Assign Business role. The employee access option is turned on. The administrator Access choice button has been turned off. Below is a section that reads Assign Additional Roles: Finance Analyst or editor of finance.
We suggest only giving access to admin users who truly require access, such as Your CMO, or Digital Marketing Manager.
Select which accounts and pages the person has access to Be sure to assign the right position that allows the individual to fulfill their task. The description of page roles can be found here.
Facebook Business Manager Screenshot of Business Manager Roles with two different roles: Administrator: Has the ability to control every aspect of the business, including changing or deleting the account, as well as the removal or addition of people to employees’ lists. Employee: Have access to all settings for the business and only do what the business administrators assign them. Employees have the ability to disengage themselves from the business.
Agent Pro Tip Create an established procedure in conjunction with your agency team and the client regarding how employees are added or removed (and which type of access is given according to job responsibility).
Facebook makes it much easier to manage multiple accounts without the need to switch between profiles. In this way, you will manage everything you do all in one location. You will also be able to see who is able to access the page and the permissions they have to access your company Facebook page(s).
You can also assign pages to employees by selecting the choices that fit the person’s work tasks. Be aware that you can alter this later on.
The process of incorporating Facebook ad accounts is like adding people. There is a way to add new ads under “Accounts > Ad accounts.”
There are three choices:
Create an ad account If you have already an advertisement account you would like to integrate into that Business Manager. Remember, you cannot take over an ad account controlled by a different Business Manager.
Access to an ad account: This is mostly for businesses or agencies who require access to an account with an existing customer webpage or an ad account.
Create a new account for ads This is a good idea if you have never created an account for ads before.
Management of Your Ad Accounts screenshots taken by Facebook Business Manager.
Options: Add an Ad Account, Request Access to an Ad Account, and Create a New Account.
You can also give different access levels to your page users. Here is what roles can be granted access to on a business advertising account.
Facebook Ad Account Roles. Ad Account Admin, Ad Account Advertiser, Ad Account Analyst.
Another great aspect that is part of Facebook Business Manager is uploading catalogs of products that are managed by the Commerce Manager. This catalog is basically the same as a feed for products the one in Google Merchant Center.
It is also possible to set up your own “Shop,” which is an online storefront with a brand name to sell, label, and market physical items. However, if you are selling things that are not physical or wish to promote ads then a catalog is the best option.
Sell your items on Facebook, Instagram, or both. There are several ways to advertise items via Facebook as well as Instagram. Shops are stores with a logo to market, sell, and promote physical products. If you offer other products or just wish to market your business, you can utilize catalogs.
After have set up your website once have set it up, you will be able to serve advertisements based on your site products to prospective customers.
Tips for the Agency: Link your catalog of products with the Facebook audience to deliver interactive product ads to past customers of your website.
The Facebook Pixel is a “piece of code for your website that lets you measure, optimize, and build audiences for your ad campaigns.”
Pixels are crucial to running effective ads for your company. They are very easy to set up as well. We suggest making use of Google Tag Manager to install the pixel if you already set up a container on your website.
The pixel configuration is located under “Business Settings > Data Sources > Pixels.”
Facebook Business Managers Create a Facebook photo of a pixel. The text says the following: Assess and improve your advertising with Facebook Pixel. Two textboxes are labeled Pixel Name and Web U R L.
Make sure you install the pixel onto your site as soon as you are able to even if you are not running ads. This will enable Facebook to gather valuable information on the number of visitors to your website and will give you a starting point for your social media marketing.
Facebook Business Manager FAQ
Below, we have listed a few of the most frequently asked concerns we have had regarding Facebook Business Manager configuration. If you are not able to find your concern (or the answer is not working with your particular account) We suggest contacting the support department on Facebook.
How can how do I “like” or “share” posts on my company page?
If you come across an article that you like “like” or “share” via Your Business Manager account, there are several things to do.
Share with Meta Business Suite.
Share to an existing page (after which you will be prompted to select a page for your business that is associated with the account you have created).
Change your profile on your current account using the button next to your profile photo in the lower right. Choose the page you would like to be on.
Facebook Share options include Share Now (Public) and Share to News Feed, send to Messenger, Share with Meta Business Suite, Share on a page and Share on the profile of a friend, and more options.
Do I require an account on Facebook for my personal use to be able to use Business Manager?
At present, Facebook requires all users who have the Business Manager account to have an account with a personal profile as well. This ensures that only authentic Facebook users are able to access their Business Manager account (in turn to reduce the amount of spam or bot-generated advertising).
If you do not have an individual Facebook account, you will require one before connecting to your Business Manager account.
My former employee was the Business Manager account. What should I do? I do.
If your account has additional administrators, they are able to edit and remove users (and alter the roles of administrators) from their end.
If the employee you fired is the only person who holds administrative authority over Your Business Managers behalf, we would suggest contact with the employee in question to transfer duties as needed. If this is not feasible contacting Facebook support is the next step.
Be aware that to prevent situations such as these We recommend that all e-commerce companies add multiple administrators to the Business Manager accounts.
Build Your Business Manager Now
For e-commerce companies, Facebook Business Manager can resolve a lot of concerns regarding users’ access rights and access. With everything being in one place for company administration Marketing staff can easily access and analyze strategies, campaigns, and much more.
The platform could have the steepest learning curve for users who are new We recommend instructing your team and developing policies regarding the addition of people, running campaigns,s and much more. The benefits of this platform are far greater than the drawbacks, making it an absolute must for any business that operates online.
If you have doubts or queries during the process of creating the Facebook Business Manager account, contact Facebook customer service to get help.