How to Use Facebook Business Manager: A Step-by-Step Guide

Facebook Business Manager is where all of Facebook’s business tools live. It’s where you manage all of your Facebook marketing and advertising activities.

If your business uses Facebook, you should be using Facebook Business Manager. It’s an important tool that keeps your Facebook business assets centralized, safe, and organized.

If you’ve been putting off setting up Facebook Business Manager because you weren’t quite sure how it works, we’ve got good news. In just 10 simple steps, this tutorial will teach you how to do everything from setting up your account to placing your first ad.

But, first, let’s answer an important question: Exactly what is Facebook Manager, anyway?

What is Business Manager?

Business Manager allows advertisers to manage their marketing efforts in one place and share access to assets across their team, partner agencies and vendors.

What can you do with this tool?

  • Create and manage multiple assets such as a Facebook Page, Instagram account, audience list or product catalog, all in one place.
  • Control user access and permissions for everyone who works on your ad accounts, Pages and apps, and maintain ownership of all your assets.
  • Track your ads on Facebook and Instagram more efficiently with easy overviews and detailed views of your ad spending and impressions.

How to set up Facebook Business Manager

Step 1. Create a Facebook Business Manager account

The first stage of setting up Business Manager is to create an account. You’ll need to use a personal Facebook profile to confirm your identity but, as mentioned above, your coworkers and partners won’t have access to the personal information in that account.

  1. Go to business.Facebook.com and click the big blue Create Account button in the top right.
  2. Enter your business name, your name, and the business email address you want to use to manage your Facebook Business Manager account, then click Next.
  3.  Enter your business details: address, phone number, and website. You’ll also need to specify whether you’ll use this Business Manager account to promote your own business, or to provide services to other businesses (like an agency). When you’re finished, click Submit.
  4. Check your email for a message with the subject line “Confirm your business email.” Within the message click Confirm Now.

Step 2. Add your Facebook business page(s)

If you’re new to Business Manager, first set up your account at business.facebook.com/overview. If you have no business assets (pages, ad accounts, or product catalogs) when you sign up, you can create them.

Once you’ve set up Business Manager, go to Business Settings.

Note that when you create assets within Business Manager, you won’t be taken through the standard setup wizard directly. For instance, to create a new Facebook page, you need to click on Pages in the left navigation.

Then on the right, click on the Add button and choose Create a New Page from the drop-down menu. From there, you’ll be taken through the standard wizard to fully set up your new Facebook page. Follow this same process to create other assets as well (such as ad accounts and catalogs) from Business Manager.

Step 3. Add your Facebook ad account(s)

Note that once you add your ad account to Facebook Business Manager, you can’t remove it, so it’s especially important only to add accounts you own. To access a client account, click Request Access instead.

If you’re already using Facebook ads, you can link your existing ad account as follows:

  1. From the Business Manager dashboard, click Add Ad Account, then Add Ad Account again, and then enter the ad account ID, which you can find in Ads Manager.

If you don’t already have a Facebook ads account, here’s how to set one up.

You should only add assets you personally own to Business Manager because only one Business Manager can claim an asset. Thus, if you claim a client’s Facebook page, your client will only be able to request access to it; they would not be able to claim it themselves. Instead, you need to request access to a client’s page, ad account, or other asset.

This is extremely important to note when claiming ad accounts. While pages can be removed from Business Manager, ad accounts can’t. Thus, you don’t want to claim an ad account that doesn’t belong to you.

If you’re interested in claiming your own Instagram account to a page or ad account, you can do this in Business Settings by clicking on Instagram Accounts. Click the Connect Your Instagram Account button on the right to begin the process.

step 4: Manage Your Business Assets in Business Manager

Once you’ve created, claimed, and requested business assets, you’ll be able to manage them using Business Manager.

Pages

Click on Pages to see a list of all of the Facebook pages you have access to within Business Manager. Select a specific page to view additional details and options for that page.

You can view which people or partners are assigned roles, add people or assign partners to your page (both of which I’ll discuss in detail in the following sections), and remove the page from Business Manager.

Click View Page at the top right to go to your page and edit it. From here, you can post to your page as your page, view your messages, see notifications, review your Insights, schedule posts with Publishing Tools, access your page settings, promote your page, boost posts on your wall, modify tabs, and more.

Ad Accounts

If you only have one Facebook ad account in your Business Manager, you can access Ads Manager by clicking on the nine-dot icon at the top left and selecting Ads Manager in the fly-out menu.

If you have more than one ad account in Business Manager or want to assign people or add partners to your ad account, select Ad Accounts in the left navigation and then choose the ad account you want to manage on the right.

Use the buttons to view which people or partners were assigned roles within Business Manager. Also, you can add people or assign partners to your page (both of which I’ll discuss in the following sections) or deactivate the ad account from Business Manager.

Apps

Have you created any apps in the Developers section of Facebook for your business? Add them to your Business Manager and manage them from there.

Simply grab the app ID from your My Apps page to add an app.

Commerce Accounts


You can assign or edit commerce account permissions in Business Manager. In Business Settings, click Commerce Manager in the left navigation and select the Commerce Manager account on the right.

Next, click Add People and select the relevant permissions you want to grant to this person.

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