Facebook Business Manager: the detailed user guide

Do you manage your Facebook pages and advertising accounts through your personal Facebook account? While this is perfectly possible and feasible if you’re running your small business alone, it’s not the same if you’re working with a team. Because sharing logins opens the door to security and privacy issues, and manually adding and assigning roles to teammates on a Facebook page can be tedious.

So it’s crucial for businesses and agencies to use Facebook Business Manager to securely manage their Facebook pages and advertising accounts in one place.

This article is a complete guide that will explain how to create and manage your Facebook Business Manager account, and detail all the benefits you can get from this powerful tool.

What is Facebook Business Manager?
As the name suggests, Facebook Business Manager is a tool that allows you to manage multiple Facebook pages, business assets and advertising accounts, as well as Instagram accounts and product catalogs, in one place. It also gives you the ability to grant full or limited access to your business team members, based on their role. This means you can seamlessly delegate and share tasks among multiple employees, securely.

For agencies, it means you’ll be able to add and link multiple client Facebook pages to your Facebook Business Manager account without linking your personal Facebook accounts or those of your employees as administrators. For businesses, it means that they can allow some of their employees to manage their Facebook page without them having ownership of that page or its assets.

6 benefits that Facebook Business Manager will bring you
Let’s now highlight the main benefits of this tool, showing what it will allow you to do in the daily management of your Facebook business pages and accounts:

1- Separate your personal profile from your business page:

This means you no longer have to worry about privacy issues or accidentally publishing a post intended for your personal Facebook profile on your Facebook page. You can post content safely.

2- Effectively manage multiple Facebook advertising accounts and pages in one place:

This means you have a central location to track your ads and post performance, making it easier to organize and streamline your marketing efforts.

3- Share access to your Facebook business pages securely with multiple people:

You can grant access to agencies, partners or vendors without giving them ownership of your business assets.

4- Control access for each employee based on their role:

This allows for a simplified and secure delegation and supervision process.

5- Easily deny access to your Facebook Ads account to people who no longer work for you:

Again, since personal profiles are not linked to your Facebook page or your clients’ pages, it’s easy to keep an up-to-date list of people you collaborate with via Business Manager.

6- Create different custom audiences for different advertising campaigns:

This is especially useful for agencies that need to run ads for multiple clients, as well as for businesses that target different types of audiences.

How to get started with Facebook Business Manager
Let’s move on to the most important part: how to use Facebook Business Manager.

  1. Set up your Business Manager account

To create and set up your Business Manager account, go to the Facebook Business Manager page and click on “Create an Account”.

Then fill out the form with basic information such as your company name, your name and your business email address. Then click on “Next”.

After that, you’ll need to enter more specific information about your company, such as its physical address, phone number and website. Once finished, click on “Submit”.

At this point, you should receive a confirmation email. Click “Confirm Now” and voila, you now have a Facebook Business Manager account.

  1. Link your Facebook Pages

The next step is to link your Facebook Business Manager account with all the Facebook and Instagram pages you manage. On your dashboard, you have the choice of “Add a Page” or “Create a Page”.

To associate an existing page, click “Add Page” and enter the page name or URL. If you are the administrator of the Page, Facebook will automatically approve the link request.

For agencies that do not own their client’s business assets, linking a page requires sending a request to the client for access. In the company settings, look for “Pages” in the “Accounts” section, then click “Add”. Then select “Request Page Access” and choose the page you want to access.

Once you have linked the pages you wish to manage, you can keep track of all your posts and their respective statistics and performance in one place. These performance metrics include things like reach, clicks, and different types of actions.

  1. Link your ad account

To run ads using Facebook Business Manager, you also need to link the ad account you manage. As with what we saw for Facebook Pages, you can automatically associate an ad account that you own and manage. Click “Add Ad Account” to associate your existing ad account, then enter your account ID. If you don’t already have one, you also have the option to create a Facebook Ad Account, or even add a new account.

For agencies requesting access to a Facebook Ads account, it works exactly the same way as with a Facebook Page. In the “Ad Accounts” section, click on “Add” and “Request Ad Account Access”. Enter the ID of the client’s ad account you need to access and you’re done.

  1. Add a user to your Business Manager account

For both businesses and agencies, one of the most crucial steps is learning how to add people to your Business Manager account. In your company settings, in the “Contacts” section, click the “Add” button.

Next, enter the email addresses of the people you want to share access with. You will also have the option to assign them a business role, whether you want to give them administrator access or limit them to certain tasks or give them “employee” access.

When you give someone “employee” access, you can choose which accounts and tools they have access to. This is perfect for agencies that need to delegate accounts, tasks and projects to different members of their team. This way, they can optimally manage their client accounts without jeopardizing the security of that account.

If you work with a vendor or agency, you will need to add them as a “Partner”. In your company settings, go to “Partners” and add a partner you want to share your business assets with.

This will give them access to the assets in the account, even if you still own it. This way they can change settings, add/remove people, add/delete accounts, decide who has access to what, and at what level, etc.

Get the most out of Facebook Business Manager
Once you’ve set up your account, you can use Facebook Business Manager to track all of your Facebook pages and ads or, in the case of agencies, your clients’ pages and ads. Aside from these basic tasks, here’s how to get the most out of Facebook Business Manager:

  1. Strengthen your account security

Facebook Business Manager allows you to add an extra layer of protection for your business assets, which is actually one of the main benefits of this tool. You have the ability to set up a different two-factor authentication process for your account in your business settings, within the “Security Center” section.

  1. Configure Facebook Pixels

To effectively collect information that will feed your Facebook marketing strategy and allow you to create tailored ad campaigns, be sure to set up Facebook Pixels immediately. In your company settings, go to “Data Sources” and search for “Pixels”.

All you need to do is name your Pixel, but you also have the option to add your website URL to discover easy setup options. You’ll also need to fill in your Business Manager ID at this point. Next, select “Configure Pixel Now” and follow the installation instructions which you can find in a blog post dedicated to this topic.

  1. Set up store locations using Business Manager

If your business has multiple physical locations, the “location/locations” configuration will allow customers to find the most relevant store pages via search engines. To do this, click on the “Business Manager” button at the top of the page and select “Store Locations” in the “Assets” section. The “Assets” section will also give you the ability to add catalogs, audiences and branded media if you need to add them later.

Click on “Add Stores” and then select “Add Manually” to fill in the necessary details about your store. Facebook also recommends using a spreadsheet if you need to add more than 10 stores.

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