Setting Up Your Facebook Account For Success in 10 Mins or Less (Part 1)

by | Jan 20, 2021 | Uncategorized | 0 comments

Let’s Do This…

We’ve seen SO. MANY. people jump into Facebook Ads and being frustrated by results because they didn’t do account prep work beforehand. 

This is like throwing all the right ingredients into a bowl, popping it in the oven, and being frustrated when it doesn’t produce a cake. All the right ingredients may be there, but if they weren’t prepared beforehand you won’t get that moist, delish chocolate cake you were hoping for.

But unlike this excellent cake analogy that I came up with, Facebook Ads and the preparation required beforehand is ALWAYS CHANGING.

So to give you and your next campaign the BEST chance for success, here is our recipe for preparing your account to launch your next Ad Campaign with an agency. 

Part #1. Getting Started with a Brand New Account

While you can technically start running ads without a Business Manager or even an Ad Account this is not advised. While boosting a post through Ads on a Facebook Page will increase its reach, this won’t move the needle for your business as much as using all the tools Facebook has to offer.

Plus these tools are free. 

But you can only access them or create them once you have a Business Manager. 

Once you’ve created a Business Manager, this guide will walk you through how to create each tool that you will need to run ads and how to add the right people to those tools. 

You can do all these steps in less than 10 mins. 

Step #1. Set-Up New Business Manager 

Explain It Like I’m Five – What is a Business Manager: 

A Business Manager is like a giant file folder that holds all the business tools that Facebook offers businesses for free. (Like your Facebook Page, Ad Account, Pixel, etc.) 

You want this folder so you can access all the tools available, hold control over your account while allowing others to do work for your business, and stay organized as you scale. 

Bottom Line: Having a Business Manager is mandatory to work with Badass Marketing Moms.

Let’s set this puppy up…

In order to start a Business Manager Account, you have to have a personal Facebook account and we suggest already having a Facebook Page to attach it. 

To create a Business Manager:

  1. Go to business.facebook.com/overview.
  2. Click Create Account.
  3. Enter a name for your business, your name, and your work email address, and click Next.
  4. Enter your business details and click Submit.

Step #2. Create an Ad Account #1 

Now that you have created your Business Manager, (whoop whoop), now you need to create an Ad Account. Most new Business Manager accounts can create up to 3 ad accounts, let’s start with one. 

  1. Go to Business Settings.
  2. Click Accounts from the left side menu. Then, click Ad Accounts.
  3. Click the blue Add dropdown menu.
  4. Choose “Create a new ad account.”
  5. Give your Ad Account a name (usually the name of your business)
  6. Select the time zone of your business
  7. Select the currency you’d like to report in
  8. Click “Next”
  9. Click “My Business” 
  10. Click “Create”
  11. Add yourself with full permissions to this Ad Account by toggling each setting

Step #3. Add Payment Info

You will need to set-up a way to pay for advertising by adding payment information. 

Facebook is sensitive to fraud and will pause campaigns if this payment method fails for whatever reason. (I.e. you travel and your bank put a hold on your account, etc.) Make sure to use a dependable method of payment in order to avoid an account shutdown during a launch. 

  1. Open Business Settings.
  2. Click Payments.
  3. Click + Add.
  4. Enter your payment information.
  5. Click Continue, then follow the instructions to add your payment method.
  6. You can use Debit, Credit, PayPal, or Online Banking

Step #4. Claim a Facebook Business Page

Now that you’ve got your account all squared away, now it’s time to start attaching your Facebook accounts to this new Business Manager. 

Note: In order to add a Facebook Page to your Business Manager account, you must be the owner of that Facebook Page.

To add a Page to your Business Manager:

  1. Go to Business Settings. It looks like a gear icon in your sidebar.
  2. In the Business Assets section, click Accounts. Then, click Pages.
  3. Click Add in the dropdown menu.
  4. Select Add a Page.
  5. Enter the Facebook Page name or URL
  6. Click Add Page. 

Step #5. Add an Instagram Page

Business Manager is that cool that you can also manage your Instagram account at the same time as managing your Facebook Page. This also allows you to show ads via Facebook and Instagram without additional effort.

  1. Go to Business Settings.
  2. Click Accounts.
  3. Click Instagram Accounts.
  4. Click + Add.
  5. Enter your Instagram username and password. Click Next.
  6. Select the ad account you created and your Facebook Pages you’d like to assign and click Next.

Step #6a. Set-up New Facebook Pixel #1

Now we will set-up the Facebook tracking pixel that can be used to track and optimize your Facebook and Instagram ads. 

  1. Go to Events Manager.
  2. Click ‘Connect Data Sources’ and select Web.
  3. Select Facebook Pixel and click Connect.
  4. Add your Pixel Name.
  5. Enter your website URL to check for easy setup options.
  6. Click Continue.

Once created, we can help install the Facebook Pixel on your website and landing pages. If you’d like to do it yourself, here are some of the most common platforms our clients use and how to set-up Facebook tracking:

Kajabi + Facebook Pixel Tracking

LeadPages + Facebook Pixel Tracking

ClickFunnels + Facebook Pixel Tracking

SquareSpace + Facebook Pixel Tracking

WordPress + Facebook Pixel Tracking

Step #6b. Add Pixel to Your Ad Account

Once you’ve put the Facebook Trackign Pixel on your Website, you’ll want to connect your Facebook Pixel with your Facebook Ad Account. 

  1. Go to Business Settings
  2. Click “Data Sources” 
  3. Click your Pixel 
  4. Click “Ad Assets”
  5. Click “Ad Accounts”
  6. Click on your Ad Account
  7. Click “Add”

Step #7. Add Business Manager Admins + Employees 

Once you’ve created all the tools to start, now let’s bring on the workers!

It’s best practice to add a back-up login for yourself in case you ever get locked out of your Business Manager. You will do this by adding a secondary email address that you have as an Admin to your Business Manager.

This is also the time to add any employees, contractors, or VAs that may need access to your Ad Account or Facebook Page.

  1. Open Business Settings.
  2. Below Users, click People.
  3. Select the person you want to give access to.
  4. Click Add Assets and select Pages.
  5. Select the Page you’d like to share access to. Toggle on the tasks you’d like to grant to the person. Or, toggle on admin access to allow them to manage the asset and perform all available tasks.
  6. Click Save Changes.

At this point, your account is set-up and ready to add Badass Marketing Moms as a Partner!

Next Step: Adding Advanced Tools + Support to Your Facebook Account that Every Online Business Needs (Coming Soon)

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