How to Setup a Marketing Agency in Facebook Business Manager: 10 Proven Tips

 

Optimizing Your Marketing Agency Setup in Facebook Business Manager

How to setup a marketing agency in Facebook Business Manager is a common need for businesses looking to control their digital marketing efforts effectively. If you need a quick answer, here are the essential steps:

1. Create your own Facebook Business Manager account: This ensures you have full control over your data.
2. Add your Facebook Page: Request access rather than ownership to maintain flexibility.
3. Create a new ad account: This helps streamline your campaigns.
4. Add your marketing agency as a partner: Use their business ID for seamless integration.

Managing your own Facebook Business Manager is crucial for maintaining control over your digital assets and data. When you let an agency manage it without shared access, you risk losing valuable insights and campaign history if you ever switch providers. By setting up your own account, you can ensure seamless transitions and retain ownership of all data, leading to more effective campaigns and better long-term results.

I’m Robert P. Dickey, President and CEO of AQ Marketing, Inc. With over 20 years of experience in the digital marketing industry, I’ve helped numerous businesses set up and optimize their Facebook Business Manager. Let’s explore how you can easily do this yourself.

Getting Started with Facebook Business Manager

Step 1: Visit the Facebook Business Manager Website

To kick off your journey, head to the Facebook Business Manager website. This is where you’ll manage all your business assets, from Pages to ad accounts.

Before you start, make sure you have a personal Facebook account. Facebook uses this to verify your identity. Don’t worry—your personal details won’t be shared publicly. Using your real name is crucial as Facebook might ask for identity verification at some point.

Step 2: Click Create an Account

Once on the site, click the Create Account button. You’ll be prompted to enter your business information.

Fill in the following details:

• Business Name: Use your official business name.
• Your Name: This should match your personal Facebook account.
• Business Email: Use an email that you check regularly. This will be your primary contact for all business-related notifications.

After filling in these details, click Next to proceed.

Step 3: Confirm Your Email Address

After submitting your business information, Facebook will send a confirmation email to the address you provided. Open this email and click the verification link. This step is essential to gain full access to your Business Manager account.

Once your email is confirmed, you’ll have access to your new Facebook Business Manager dashboard. From here, you can manage all your business assets in one place, making it easier to coordinate your marketing efforts.

Next Steps

Now that your account is set up, you’re ready to add your Facebook Page and create an Ad Account. This foundational setup will ensure you have full control over your business’s digital marketing assets.

Continue to the next section to learn how to add your Facebook Page and Ad Account effectively.

Adding Your Facebook Page and Ad Account

Step 4: Add Your Facebook Page to Your Business Manager

Adding your Facebook Page to your Business Manager is crucial. This step ensures you have complete control over your business’s digital presence.

1. Steer to Pages: In your Business Manager dashboard, click Pages in the left-hand menu.
2. Click Add: You’ll see a popup with three options:
   • Add a Page: This makes your Business Manager the owner of the page.
   • Request Access to a Page: This gives you access without ownership.
   • Create a New Page: If you don’t have a Facebook Page yet, you can create one here.

We recommend choosing Request Access to a Page. This way, you maintain access even if you change agencies in the future.

1. Enter Page URL: Copy the URL of your Facebook Page, paste it into the provided field, and click Add Page.

Note: The first page you add will automatically become your Primary Page. If you need to change this later, go to Business Info, click Edit next to your Business Manager name, select your new primary page, and click Save.

Step 5: Create a New Ad Account

Creating an Ad Account is the next essential step. This allows you to run ads and manage your advertising budget.

1. Steer to Ad Accounts: In the left-hand menu, select Ad Accounts, then click Add.
2. Select Create a New Ad Account: You’ll see a popup with three options. Choose Create a New Ad Account.
3. Fill in Ad Account Details:
   • Name: Choose a name that clearly identifies the ad account.
   • Time Zone: Select your local time zone.
   • Currency: Choose the currency you will use for billing.
4. Click Next: In the next step, select My Business and click Create.

Adding a User to Your Ad Account: After creating the ad account, Facebook will prompt you to add a user. Ensure you set the correct permissions and click Assign.

Tip: Always keep the ad account under your control. This ensures you retain all your campaign data, insights, and audiences, even if you switch agencies.

By following these steps, you will have successfully added your Facebook Page and created a new Ad Account in Facebook Business Manager. This setup is vital for managing your marketing efforts effectively.

Continue to the next section to learn how to set up a marketing agency in Facebook Business Manager.

How to Setup a Marketing Agency in Facebook Business Manager

Setting up a marketing agency in Facebook Business Manager involves granting your agency access to your ad account and Facebook Page. This allows the agency to manage your marketing campaigns effectively.

Step 6: Add an Agency as a Partner for Your Ad Account

1. Steer to Ad Accounts: In the left-hand menu, click Ad Accounts.
2. Assign Partners: Click the Assign Partners button.
3. Choose Business ID: Select the Business ID option to add your agency.
4. Enter Partner Business ID: Ask your agency for their Partner Business ID. Enter this ID in the provided field.
5. Enable Full Control: Turn on the last toggle button to enable full control of your ad account for the agency.
6. Click Next: Confirm the details and click Next to complete the setup.

By following these steps, your agency will have the necessary permissions to manage your ad account, ensuring they can create, publish, and optimize ads on your behalf.

Step 7: Add an Agency as a Partner for Your Facebook Page

1. Steer to Pages: In the left-hand menu, select Pages.
2. Assign Partners: Click the Assign Partners button.
3. Choose Business ID: Select the Business ID option to add your agency.
4. Enter Partner Business ID: Enter the Partner Business ID provided by your agency.
5. Enable Permissions: Scroll down and toggle on the options for Insights and Manage Page. This grants the agency access to view analytics and manage your page content.
6. Click Next: Confirm the settings and click Next to finalize the process.

These steps ensure your agency has the right level of access to manage your Facebook Page, allowing them to post updates, respond to comments, and analyze page performance.

By adding your agency as a partner for both your ad account and Facebook Page, you empower them to handle your marketing activities efficiently, freeing you up to focus on other aspects of your business.

Continue to the next section to learn about managing users and permissions in Facebook Business Manager.

Managing Users and Permissions

Managing users and permissions in Facebook Business Manager is crucial for maintaining control and security. It allows you to assign specific roles and access levels to team members, ensuring everyone has the right permissions to perform their tasks.

Step 8: Add a User to Your Ad Account

1. Steer to Ad Accounts: In your Business Manager dashboard, click the gear icon in the top right corner to access settings. Then select Ad Accounts from the left-hand menu.
2. Assign Roles: Click on the Ad Account you want to manage. Then click Assign Partners.
3. Enter Email Address: In the pop-up box, enter the email address of the person you want to add.
4. Select Role: Choose the appropriate role for the user. Options include Admin, Advertiser, and Analyst. Each role has different permissions:
5. Admin: Full control over the ad account, including adding/removing users and managing billing.
6. Advertiser: Can create and manage ads but cannot modify billing or user roles.
7. Analyst: Can view ad performance and reports but cannot create or manage ads.
8. Click Invite: Once you’ve selected the appropriate role, click Invite. The user will receive an email invitation to join the ad account.

Step 9: Add Your Team Members

1. Steer to People: In your Business Manager dashboard, click the gear icon and select People from the left-hand menu.
2. Add People: Click the Add button.
3. Enter Email Addresses: Enter the email addresses of the team members you want to add.
4. Assign Employee Access: Choose Employee Access for most team members to limit their control. Only grant Admin Access to trusted individuals who need full control.
5. Set Access Levels: Assign specific permissions for each asset:
6. For Pages: Enable Insights and Manage Page.
7. For Ad Accounts: Enable View Performance or other necessary permissions.
8. Click Invite: After setting the permissions, click Invite. Team members will receive an email invitation to join the Business Manager.

By carefully managing user permissions, you maintain security and ensure everyone has the necessary access to perform their tasks. This streamlined approach helps your team work efficiently without compromising control.

Setting Up Payment Methods

Step 10: Add Your Payment Method

Before you can start running ads on Facebook, you need to set up a payment method. This ensures your campaigns are funded and can run smoothly. Here’s how to do it:

1. Steer to Payment Methods: In your Business Manager dashboard, scroll down in the left-hand menu and select Payment Methods.
2. Add Payment Method: Click the Add Payment Method button. This will open a new window where you can enter your payment details.
3. Select Country and Currency: Choose your country and preferred currency. This is important because it will affect how you are billed for your ads.
4. Enter Credit Card Information: Fill in your credit card details, including the card number, expiration date, and CVV code. Make sure the information is accurate to avoid any billing issues.
5. Billing Information: Enter your billing address. This should match the address associated with your credit card to ensure smooth transactions.
6. Click Next: After entering all the required information, click Next to review your details.
7. Confirm and Save: Once you’ve reviewed your information, click Save to finalize your payment method setup.

By setting up your payment method correctly, you ensure that your ad campaigns can run without interruption. This step is crucial for maintaining a seamless advertising experience and avoiding any potential billing issues.

Next, we’ll explore some bonus steps to further optimize your Facebook Business Manager setup.

Bonus Steps for Improved Management

Bonus Step 1: Adding Your Second Company Page

If you manage multiple companies, you can add all your Facebook pages under one Business Manager account. This centralizes your efforts and simplifies management.

1. Steer to Pages: In the left-hand menu, select Pages.
2. Add a New Page: Click the Add button and then select Request access to a Page.
3. Enter Page URL: Copy the URL of your second Facebook page and paste it in the provided field.
4. Request Access: Select your page from the dropdown and click Request access.
5. Add People: To add team members to this new page, select Pages from the menu, choose your new page, click Add People, and select the team member you wish to add.

Adding multiple pages under one Business Manager account streamlines your workflow and makes it easier to manage all your properties from a single dashboard.

Bonus Step 2: Verify Your Business

Verifying your business adds an extra layer of security and can help you avoid potential disruptions. Facebook might ask for verification if they find anything suspicious about your account.

1. Steer to Security Center: Scroll down in the left-hand menu and select Security Center.
2. Eligibility Check: If you are eligible for verification, you will see a verification section.
3. Submit Documents: Follow the on-screen instructions to submit the required documents. This typically includes proof of business address, business registration, and other relevant documents.
4. Review and Approval: Facebook will review your submission. Once approved, your business will be verified, and you will receive a confirmation email.

Verifying your business ensures that you comply with Facebook’s policies and helps maintain account integrity.

Bonus Step 3: Setting Up Facebook Pixel

The Facebook Pixel is a powerful tool for tracking user interactions on your website and gathering valuable data for your ad campaigns. Here’s how to set it up:

1. Steer to Data Sources: In your Business Manager dashboard, scroll down and select Data Sources.
2. Add a Pixel: Click the Add button and select Facebook Pixel.
3. Name Your Pixel: Provide a name for your Pixel and enter your website URL. This helps Facebook give you setup instructions custom to your platform.
4. Install Pixel Code: Facebook will generate a Pixel code. Copy this code and paste it into the header section of your website. If you use a website builder like WordPress or Shopify, there are plugins and integrations to make this easier.
5. Verify Installation: Use the Pixel Helper extension for Chrome to verify that your Pixel is working correctly. This tool checks if the Pixel is firing on your website.
6. Track Events: You can set up specific events to track, such as purchases, sign-ups, or page views. This data will help you optimize your ad campaigns and understand user behavior.

Setting up the Facebook Pixel allows you to gather crucial data, track conversions, and refine your advertising strategy based on real-time analytics.

Next, we’ll answer some frequently asked questions about Facebook Business Manager to help you troubleshoot common issues and optimize your setup.

Frequently Asked Questions about Facebook Business Manager

How do I start a Facebook marketing agency?

Starting a Facebook marketing agency involves several steps, but let’s break it down simply:

1. Create a Business Manager Account: Follow the steps we’ve outlined to set up your Business Manager.
2. Identify Your Niche: Focus on a specific industry or type of business. This helps you stand out and allows you to become an expert in that area.
3. Set Your Pricing: Determine how you will charge clients. You can use hourly rates, project-based fees, or retainers. Make sure your pricing reflects the value you provide.
4. Run Ads: Start by running ads for your own agency to attract clients. Showcase your skills and success stories.
5. Scale Your Business: As you gain more clients, consider hiring additional team members or using automation tools to manage your workload.

How do I add people to an agency in Facebook Business Manager?

Adding people to your agency in Facebook Business Manager is straightforward:

1. Get Partner Business ID: Ask your agency partner for their Business ID. This is essential for adding them.
2. Steer to Business Settings: Go to Business Settings in your Business Manager.
3. Add Partner: Under Users, click Partners and then Add. Select Give a partner access to your assets.
4. Enter Business ID: Input the partner’s Business ID and click Next.
5. Assign Assets: Choose which assets (ad accounts, pages) you want to share and the level of access (full control or partial access). Click Save Changes.

What does a Facebook marketing agency do?

A Facebook marketing agency helps businesses grow their online presence through various strategies:

1. Attract Audience: They create engaging content and ads to attract the right audience to your brand.
2. Convert Leads: Agencies use targeted ads and retargeting strategies to convert leads into customers.
3. Digital Marketing Services: This includes running ad campaigns, managing social media accounts, and providing analytics and reports.

Common Issues and Troubleshooting

Problem: Losing Access to Ad Accounts
– Solution: Always create your own ad account and grant the agency access. This way, you retain control.

Problem: Ads Not Performing Well
– Solution: Regularly analyze ad performance using Facebook Ads Manager’s breakdowns and insights. Adjust targeting and creative based on data.

Problem: Difficulty Managing Multiple Pages
– Solution: Use Business Manager to centralize all your pages. This makes it easier to manage and monitor performance.

Best Practices

1. Regular Audits: Conduct regular audits of your ad accounts and pages to ensure everything is running smoothly.
2. Clear Communication: Maintain open lines of communication with your agency. Set expectations and review performance regularly.
3. Use Facebook Pixel: Use Facebook Pixel to track conversions and gather valuable data for retargeting.

By following these steps and best practices, you can optimize your Facebook Business Manager setup and ensure a smooth collaboration with your marketing agency.

Conclusion

Setting up a marketing agency in Facebook Business Manager might seem complex, but with the right steps, it becomes manageable and effective. By following the outlined steps—creating your Business Manager account, adding your Facebook Page and ad account, and setting up your agency as a partner—you streamline your marketing efforts and optimize your campaigns.

At AQ Marketing, we understand the challenges and opportunities that come with digital marketing. Our social media marketing services are designed to help businesses like yours achieve long-term results. From creating engaging content to managing ad campaigns, we provide impactful strategies that drive growth.

Key Takeaways:

1. Centralized Management: Facebook Business Manager allows you to manage all your business assets in one place, making it easier to oversee your marketing efforts.
2. Effective Collaboration: By adding your agency as a partner, you ensure seamless collaboration and better management of your ad campaigns and Facebook Page.
3. Long-Term Success: With a well-optimized setup, you can focus on creating impactful marketing strategies that yield long-term results.

The digital marketing landscape is always evolving. Stay updated with the latest trends and tools to keep your campaigns effective. At AQ Marketing, we are committed to helping you steer these changes and achieve your business goals.

Ready to take your social media marketing to the next level? Contact us today to get started on a comprehensive digital marketing strategy custom to your business.