What is Facebook Business Manager?
How do you set your Facebook Business Manager account?
Why do you need one to run WhatsApp Business ads?
Today I’m gonna show you exactly what you need to know about Facebook Business Manager before you start running your WhatsApp ads.
This is the guide that got me:
- Every single one of the available Facebook Blueprint Certifications.
- A $4k+ a month business on teaching people Facebook Ads.
And now continue growing our WhatsApp Business guides and courses!
Everybody can learn Facebook Ads, so to be clear this won’t be a technical mess. You already have what it takes to learn all this.
What is Facebook Business Manager and how to access it?
The Facebook Business Manager is, as Facebook explains it:
“your one-stop shop to manage business tools, business assets and employee access to those assets.”
It’s basically the place where you manage your marketing activities online. You can also analyze that data and assign people to work with you.
Here are some key functions:
- Keep your business separate from your personal profile. You can access the Facebook Business Manager without having to watch your aunt’s cat posts.
- Track your ads’ performance.
- Give other people access to your account. (Agencies, business partners and marketers can have different roles and accesses while you’re still the admin.)
- Coworkers won’t see any of your personal information.
It’s a separate link from Facebook.com, in that it’s focused exclusively on ads.
You can access it via business.facebook.com.
Everything you do should be done here: from sharing your ad account with others to reaching shop owners in Peru.
Your Facebook Business Manager account can do it all.
This is going to be our main tool in everything we do from now on, so let’s create an account.
How do you set up and create a new Facebook Business Manager account?
Follow these steps to create your first Facebook Business Manager Account:
Log into business.facebook.com
1. Click on Create Account and log in to your regular Facebook account.
2. Type in your business details.
3. Check your email and click on confirm now.
Done!
That is all you need to set up your Business Manager account.
Why is it important to use Facebook Business Manager and not a personal Ads Manager account?
You’ve certainly seen that Facebook allows you to launch ads by boosting your Fan Page posts.
This is the absolute worst way to create an ad on Facebook.
Why?
You’re shooting in the dark, hoping that this will reach the right people.
And hoping is not a good plan.
What the Business Manager does is it removes uncertainty when it comes to how Facebook is spending your money.
You need to be in control of all this.
Who am I reaching?
When am I reaching them?
How much am I spending?
The Business Manager will let you know and control all of this. You want your plans to be executed exactly like you planned.
I go over this in detail in this video.
That being said, let’s go over the Facebook Business Manager’s Menu.
How to use the top bar menu…
Once you’re in your Business Manager account, it can get confusing.
On the left, you’ll see a menu with several options.
Let’s go over each one more in depth:
These are the main ones, there are more on the top right submenu but we won’t get into those for now.
Facebook Ads Manager
This is the place where you create ads!
Choose an objective, set up an audience and choose what image or video you’d like to boost.
See every campaign you’ve done in the past and create a new one whenever you want to.
Most of your time as a marketer will be spent here, this is the muscle of your online business.
When you see an ad on Facebook, know that it has three key components:
- Campaign: The objective of the ad. Some ads want you to access a website, some want you to leave a like.
- Ad Set: Why are you being targeted? You’re part of an audience created on the ad set level.
- Ad: What image is shown to you? That’s chosen on the ad level.
If you wish to go more in depth with this, I wrote a blog post explaining it.
Facebook Ads Reporting
You need to analyze your ads’ performance if you want them to be effective.
That’s why this section lets you analyze metrics and build reports for your ads.
You can break them down by
- Campaign Level.
- Time.
- Delivery.
- Action.
- Setting.
- Dynamic Creative Asset.
- Metrics.
Ad Account Settings
An ad account is basically the grouping of all your specific ad activity. You can manage multiple ad accounts via your Business Manager.
Your ad account details, pages, notifications and payment settings are accessed via the ad account settings.
Also, you can’t publish your ads if you haven’t set a payment method.
To set it up:
1. Go to your Business Settings.
2. Click on ad account settings.
3. Set up your billing details.
Facebook’s very transparent with how they will bill you.
Here’s their policy:
Facebook Business Manager Settings
Business Settings will lay the foundations for your online business.
You’ll see it’s importance more in depth later on in this post, but…
What you can do on the Business Settings is basically what an executive would.
You can hire people, initiate a partnership and assign different roles within it.
You can create your data analysis department and show Facebook where to get the information from. Or, you can give somebody exclusive access to just the data.
Link other sections of Facebook by connecting ad accounts, fan pages, instagram accounts and apps.
We’ll be using business settings a lot.
Events Manager
The events manager is designed to simplify data collection, discovery, management and troubleshooting.
This can get tricky and it has lots of options to choose from.
However, the most important aspect here is the Facebook Pixel and it’s integration with your website.
We’ll go more in depth with the pixel later on. For now, just know this is where you set it up and track data on your website.
How to claim your Fan Page and Ad Account?
How to add a new Fan Page?
Adding a fan page is telling Facebook which page you’re gonna boost.
A fan page is different from your business account in that one controls the other.
Here’s a video explaining the differences.
You need to select a post to boost and the results will be attributed to your Fan Page.
Have you ever seen a regular post with thousands of likes?
Yep, that boosted post is part of a fan page integrated with somebody’s Business Manager.
To add a new fan page:
- Go to business settings.
- Below accounts, click pages.
- Click on + add.
- Select add a page.
- Enter the page name or URL.
How to claim an existing ad account?
From the Business Settings, go to Accounts.
Choose to use an ad account you own, request access to someone else’s or create a new ad account.
Indicate that you’re using the ad account for your business and click create.
If you choose to add an existing one, enter the account’s ID. Here’s how to find it.
Follow the guide to select people and access levels.
How to add your Instagram Account
Adding an Instagram and WhatsApp account to your Business Manager is simple and important.
First, go to your main ad account menu and click on your Page:
ad
Then, go to the top right and click on Settings.
On the left menu you’ll find the Instagram option, click on it.
And then you just log in to your Instagram.
How to add your WhatsApp Business Account?
WhatsApp is very similar, right below Instagram on the left menu there’s a WhatsApp option.
- Click on it.
- Write your WhatsApp number. (You can write a regular WhatsApp number or a WhatsApp Business number, but we recommend the business one.)
- You’ll receive an SMS code on your mobile phone.
- Write it down again on Facebook.
And you’re done! You’ve successfully connected both. Here is a tutorial with more info on how to connect both:
Which means, you’ll be able to advertise on three places now: Facebook, WhatsApp and Instagram.
How to add people to Facebook Business Manager and assign roles?
What are the different roles within the Facebook Business Manager
Roles within the Facebook Business Manager need to be done carefully.
One time, I assigned somebody the wrong role and he straight up stole the business from me.
I gave him all the access he needed to do whatever he wanted with my ad account. Including removing me from it.
Pretty ugly.
What assigning roles means is you distribute access to your account. You control what people can and can’t do.
Your community manager will have a different access than your growth marketer. Same with the owner and the ad agency you might be working with.
There are two layers:
- Specific to Facebook Business Manager.
- Admins: These people can do anything. Add people, see data and remove other people. Be careful, they can also remove the business.
- Employees: Can see all information and have roles assigned by admins but can’t make any changes.
Here’s a visual guide:
Add accounts work a little differently. An analyst position is available at the ad account level.
- Roles across pages and other assets.
- Pages
A page is an asset that can only be claimed by one Business Manager. However, they can have people that access their DM’s and can post on it.
- Ad Accounts
This allows you to buy ads. People with this access can create and launch a campaign on the Ads Manager section.
- Apps
Allows you to access the associated apps’ data and settings.
- Pixels
Pixels are what allows you to track people outside of Facebook and create audiences from it.
Each Business Manager can create up to five.
- Audiences
People with this access can see existing audiences and create new ones for later use.
Here’s a great infographic on permissions from Facebook’s official page:
What is the difference between an administrator and an employee?
So basically, an administrator can do anything. They can add or remove people. They can see all data and they can create or delete the business.
Employees can see all data but can’t change anything unless the admin gives them access.
Keep people away from the admin position.
Only you or people you completely trust should be able to access the admin settings.
How to add agencies or partners to your FB business manager?
Maybe you need an agency to manage your ads for you. Here’s how you add an agency or partner:
- Go to Business Settings.
- Below Users, click on Partners.
- Click on + Add.
- Select Give a Partner Access to your Assets.
- Enter the Business Partner’s ID and lick next.
- On this screen you’ll have three columns. Choose the type of asset on the first column, select the assets you want to add your partner to in the second and assign a role on the third.
- Save changes.
How to set up your Facebook Pixels
A pixel is a piece of code you place on your website.
This allows you to collect data, track conversions and build more targeted audiences.
For instance, if you had a pixel on your fashion website you could show a different ad to people who showed interest in the blue, red or green dress.
Here’s how to set up your Facebook Pixel:
- Go to Business Settings.
- Select your business.
- Click on data sources.
- Select pixels.
- Click on the Add + button.
- Type in a name for your pixel.
- Follow the steps on your website’s provider to install the Pixel and start collecting data.
Now, there are several ways to install the Facebook Pixel on your website.
You could use the Google Tag Manager, install it directly on your header with HTML or work with a partner to do it.
Either way, this is key to creating custom audiences later on!
I go more in depth about the pixel in this blog post.
Final Thoughts
Facebook Business Manager is THE tool that every great marketer needs.
You now know the foundations of what will be your digital business. Build upon them and create something amazing!
Now I’d like to hear from you.
Have you been doing any of these steps wrong?
Let me know in the comments below!
In the next blog post, you’ll learn The Beginner’s Guide to WhatsApp Ad Types. You’ll be able to launch your first Ad!
Knowledge is action, remember to experiment by yourself.
See what works, see what doesn’t. If anything happens, you’ll have these 7 blog posts to guide you along the way!
Next Chapter – Beginner’s Guide to WhatsApp Audiences and Targeting
Previous Chapter: Top 3 Reasons Why Advertising On WhatsApp Will Deliver Results
