What is Business Manager and what is it for?
Facebook Business Manager is a free tool from Facebook, which was created in 2014, with which you can manage your company page or fan page , your advertising accounts, Instagram profile, applications and product catalog, among other things.
In conclusion, through Facebook Business Manager you can manage all your marketing and advertising activities on Facebook and Instagram.
Steps to create the Business Manager
Below we will explain the process to follow, step by step, to be able to create the Business Manager and configure it correctly.
Before you start, it is very important that you have a Facebook page or fanpage.
STEP 1. Create a Business Manager account
Home page for creating a Business Manager for Facebook
To access the site you must log in to your personal Facebook account. If you do not have a Facebook account you will need to create one.
Window to log in to your personal Facebook account
STEP 2. Enter your business details
To continue, you will have to fill in the following information:
Business name
Your name
Business email.
Window to add your business name, your name and a company email address
Once you have filled out the previous window, click “Next” and another window will open where you will have to add information about your company.
Window to add company information
Once completed, click “Submit” to continue.
Now, you can start setting up your business manager. Here's how to proceed.
STEP 3. Add your Business Facebook Page or Fan Page
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Once you have completed the data from the two previous steps, you will be welcomed into the platform.
Now, this is when you will have to add your company page or fan page .
To add the page you must access the right side panel in the “Accounts” section and click on “Pages” .
Left menu of business settings in Business Manager
And, there you will have to click on the “Add” button .
Window to add, request access or create a business page for the Business Manager
As you can see, a window will open with three options to choose from.
Add a Page – You will choose this option to add the Facebook page you manage by just adding the URL or the name of the page.
Window to add a Facebook business page that you already own.
Request access to a page: You will choose this option if you do not manage the page yourself. To add it you will only need to add the name or URL of the page.
Window to request access to a page that belongs to another business.
Create a new page: you will choose this last option if your company does not yet have a Facebook page and you will need to create one.
STEP 4. Add an advertising account to be able to create and manage your ads
This step involves adding an advertising account to be able to create and manage your Facebook and Instagram campaigns. In other words, it is mandatory to have an advertising account to publish ads.
This process is very similar to adding a company page. Within the “Accounts” section you will have to click on “Advertising accounts” .
Left menu of business settings in Business Manager
The following screen will appear. Click on “Add” where a window will appear, just like in the process of adding the company page, with three options to choose from.
Window to add, request access or create an advertising account for the Business Manager
Add an ad account: You'll choose this option to move an ad account that you already own to your Business Manager account.
Window to add a Facebook business advertising account that you already own.
Request access to an ad account: You'll choose this option to request permission to add an ad account that you don't own to your Business Manager account.
Window to request access to an advertising account belonging to another business.
Create an ad account: Or, you'll choose this last option if your business doesn't jewelers email database have an ad account that you can create.
STEP 5. Add people to your Business Manager account
The Business Manager allows you to add more people to access and manage your business page, advertising account, or any other asset.
If you work with an agency, this is a very useful way for them to have access to the asset they are going to manage. To add people, you must access the right side panel in the “Users” section , click on “People” and “Add”.
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Left menu of business settings in Business Manager
Once there, a window will appear in which we will have to enter the email addresses of the people to whom we want to give access and assign some of the roles and permissions so that each person has the access they need according to their role.
It is important to be clear about what “responsibilities” each type of role and permission covers so that you can correctly assign them to each person.
Administrator access: They will be able to manage all assets, meaning they will have complete control over the Business Manager. They will be able to edit settings, people, accounts, and tools.
Employee Access: These individuals will only be able to work on accounts and tools that have been assigned to them.
In addition to these two main roles, we have two other roles with advanced options with financial functions:
Financial Analyst: These individuals will be able to review transactions, invoices, account spending, and payment methods.
Financial Editor: People with this role will be allowed to edit credit card information and account financial details such as transactions, invoices, account spending, and payment methods.
Window to invite people to join your business.
When you click “Next” another window will open where you must select the types of assets to which you want to give access to these people, such as advertising accounts or pages, and the access to specific tasks that they will be able to manage.
Window to select the types of assets to which you want to give access to these people.
Finally, click on “Send” and an email will be sent to those people so they can accept the invitation to become part of the Business Manager.
STEP 6. Set up payment method
Last but not least, you will need to configure the payment method.
This step, like the others, is very simple. To add the payment method, you can do it in two different ways:
From the business setup.
Or from the advertising account settings.
Business Manager Left Menu
In this case, I am going to show you how to do it from the advertising account settings since there it allows us to determine a limit amount per invoice, that is, if we have determined a limit of €20, every time €20 has been consumed you will be issued an invoice.
You must access the right side panel in the “Payment Settings” section .
Left menu of the advertising account settings.
Click “Add payment method” , choose the payment method you want to add, fill in the information and click “Continue” .
Window to add the payment method for your advertising campaigns.
Also, as I mentioned before, if you click on the “Manage” button in the “Next invoice” section , a window will appear where you can set a spending limit per invoice.
Section where you can see what has been consumed.
Window to add a spending limit per invoice.
Once we have completed all these actions, you will only need to add a payment method and you can start creating your campaigns for Facebook and Instagram.
Conclusion
As you can see, Facebook Business Manager is a very complete tool that allows you to control all your accounts on a single platform.
If after reading this post you still have any questions about how to create a Business Manager account or any of the steps mentioned above, do not hesitate to contact us and our Social Ads department will be happy to help you.
How to create a Facebook Business Manager
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