October 26, 2019

Setting Up Your Facebook Advertising Account

Everything you need to know about setting up your Facebook Advertising Account

Did you ever have to manage more than one page or a business on Facebook? Then you will know what a headache it can be. Moving between your various accounts and profiles is a tedious task especially if you have a business account attached to your personal account – that’s just one wrong click away from an embarrassing situation.

Facebook Business Manager was designed to make your life easier, especially for business owners, as is a one-stop-shop for all your advertising and marketing activities. It allows you to manage Ad Accounts, Pages and the people who work on them, as well as allowing controlled multi-user access to other resources like your Instagram account and product offerings.

There are also several tools that allow you to track your ads and measure how they are performing.

The other great thing about Business Manager is that colleagues can’t view your personal Facebook profile unless you’ve approved their friend request. They can only see your name, work email address and a list of Pages and Ad Accounts you have access to.

It can look daunting diving into it at first, but like anything, once you have used it a couple of times, you will find the best ways Facebook Business Manager can work for you. You’ll be running very successful Facebook ad campaigns in no time!


[one_second]If the thoughts of setting up your own Business Manager is already making you want to run for the hills, don’t worry we are here to help! We offer social media training and consultancy to meet all your needs. Get in touch or read on 🙂 [/one_second]


Here are our 5 simple steps to help you get set-up and advertising through Facebook Business Manager.

Setting up Facebook Business Manager

Before you start using Business Manager you need to create a personal Facebook profile, if you don’t already have one. You can then use your Facebook username and password to sign in to Business Manager. For business owners, you also need to have a Page for your business set-up.

To create a Facebook Business Manager Account:

  • Go to business.facebook.com
  • Click Create account
  • Enter your business name, choose the primary Page and enter your name and work email
  • Enter the rest of your information in the required fields

Now you have a Business Manager Account which is linked to your Business Page. The next step is to add an Ad Account.

How to add an Ad Account

  • Go to Business Settings
  • Click on Accounts and then click Ad Accounts
  • Click on + Add
  • Select one of the following options: Add Ad Account, Request Access to an Ad Account or Create a new Ad Account.

Add an Ad Account
Before you select this option be aware that it permanently moves an Ad Account into your Business Manager – this action cannot be reversed. You must be both the owner of the Ad Account and an admin in Business Manager to be able to carry out this selection. Similarly, you won’t be able to add an Ad Account that’s owned by another Business Manager. If you want to work on an Ad Account that’s owned by a different business, you can request access to it.

Request Access to an Ad Account
Once you request access to an Ad Account, the Business Manager of that account must grant you permission so that you can have access to it.

Create a new Ad Account
If you choose to create a new Ad Account, it will then permanently belong to your Business Manager.

How to set up your Payment Options on Facebook

There are several methods available for paying for your ads on Facebook, including credit cards and PayPal.  Before you begin setting up, make sure you are an admin or finance editor of the selected account.

  • Open Business settings
  • Click on Payments
  • Click on Add Payment Method
  • Next click Continue and then follow the instructions to add your payment method

It’s a good idea that you also add a back-up payment. This means that should your card expire or reach its limit, Facebook has another option for receiving payment and won’t put a halt to your campaigns.

It’s also useful to know that you can set an account spending limit. This means your ads will pause when the limit is reached and won’t start again until you increase or remove the limit. This is particularly useful when working with an agency as they won’t be able to spend more than you have planned across your campaigns.

Get the right notifications

Nobody wants their phone hopping every single time a notification beeps in from Facebook, however, it goes without saying that you will want to be kept up-to-date with important information on your advertising account.

The best way to manage this is to take a look at your Notification Settings and maybe adjust their frequency to suit your requirements. A good idea is to tailor your notifications so that you get the most important ones by email and then you can check the rest of them when you log on.

To edit your notification settings:

  • Navigate to your Ad Account settings
  • Click on Notifications
  • Add or Remove what events you wish to receive by email notifications

Adding to your team

Once you get into the swing of creating ads, you may want to collaborate with someone else. Here’s how to assign roles for your Facebook Ad Account

  • Select the Account Roles tab
  • Select Add people
  • Enter the name or email address of the person you would like to give access to
  • Use the drop-down menu to assign their role and then click Confirm

This will give them immediate access to your Ad Account in accordance with the role you selected for them. You can always adjust permissions or revoke a person’s access at a later date by clicking on the X beside their name.

Now you are good to go with your first Ad on Facebook! If you need any extra guidance of social media training don’t hesitate to get in touch.


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