Easy Start in Business Manager: How to Create and Set Up Your Workspace

Business Manager is a special Meta cabinet created for advertisers. It is a very convenient tool for regulating advertising campaigns on Instagram and Facebook social networks. The cabinet allows you to manage not just one, but several accounts, synchronize processes across a number of projects at once, and automate them. When used and configured correctly, Business Manager provides significant advantages.

Business Manager: Why You Need It

Advertising on Facebook is an opportunity to reach a huge audience, as the social network has billions of users. Over the years, the platform has become a powerful advertising tool. It has a fairly active audience, which makes advertising campaigns effective. Audience reach is truly impressive, second only to Google and YouTube. Meta, the owner of Facebook and Instagram, will maintain its leading positions for a long time to come.

The demographic diversity of users is another significant advantage of using Facebook as an advertising tool. All age groups, individuals with different interests and professions are present here. Thanks to this user diversity, advertisers can tailor campaigns not only to specific audience segments but also to countries. This approach ensures that messages reach their target, ensuring profitability.

Facebook Manager is essential for a successful and manageable advertising campaign.

Service Advantages

The product catalog in Business Manager is similar to a data feed on the Google Merchant Center platform. Some key advantages of the catalog:

• Creation of dynamic ads. A practical solution for attracting users who have left the site for certain reasons. Thanks to dynamic ads, they can be reminded of your resource.
• Store creation. When visiting a webpage, a person sees the assortment of goods.
• Advertising campaigns to increase traffic and conversion. It has enough settings so that it is seen by the target audience.

The catalog can be created without Business Manager services, but in that case, dynamic remarketing will be unavailable.

Additional Features

Lack of rights to all Facebook resources and tools is a problem for business owners. It arises when one specialist creates the page and another creates the cabinet. In such a case, it is difficult for the client to obtain all management rights.

To avoid this problem, use Business Manager. The business owner can manage resources centrally. If a marketer or agency is replaced, it will not be difficult to restore access.

Key Tasks

Business Manager allows you to manage all aspects of marketing and advertising. The basic list of tasks it performs:

Thanks to these capabilities, the platform is perfectly suited for both business owners and specialists involved in ad setup. It’s a practical solution for small and medium-sized businesses, as it allows for process automation.

How to Create Facebook Manager

Create a Facebook page. An account is required for this. Use a personal profile or create a new one. Existing pages and accounts can be connected to the service as needed. Go to the link https://business.facebook.com/overview. Here you will find a button to create an account or connect to an existing profile.

Get an offer to register using Facebook. Go and enter your personal data. Click the “Register” button and follow the further instructions. Providing a company address is a mandatory requirement for some types of entrepreneurial activity. Meta recommends providing this data to everyone who plans to run advertising campaigns.

When Confirmation is Needed

In the following situations, you need to confirm your business:

• Creating a WhatsApp Business account.
• Developing an app that has not yet been reviewed.
• Developing games and connecting to an affiliate program.
• Creating a new page on Facebook.

Work is carried out through FB Business Suite. Meta created it in 2020. Its capabilities have significantly expanded, creating more comfortable conditions for small and medium-sized businesses. Business Facebook Manager is one of the services that is more focused on organizing ad accounts.

Meta Business Suite allows simultaneous publishing across different profiles, provides access to message management, and various additional features. The platform is available in both web version and mobile application.

How to Add a User to FB my Business

Setup begins with distributing access levels for employees, adding your own and partner pages. To avoid confusion, it is better to transfer all ad accounts and pixels to the created Business Manager.

To add a user or business page, you must have administrator rights.

There are several ways to add a new account to Meta Manager:

• Add an existing ad account. After this, it is permanently moved to your management page. This action cannot be undone. Subsequently, access to the account will only be through this Business Facebook Manager.
• Create a new account. It will also be permanently linked to the cabinet. It will not be possible to transfer the account to another private individual who is not a partner.
• Create a request for the desired account. In this case, the administrator can grant permission.

To add a user, go to settings. Select the “Ad Accounts” tab and click the “Add” button. You can manage not only on Facebook but also on Instagram. To add an account to BM, proceed similarly. In the “Accounts” section, select the Instagram account. If the page is linked to an existing Facebook account, it will automatically appear in “Business Settings.”

Connecting Pages

To set up your account correctly, add a business page: new or existing. It will appear in the list. There is a function to manage a client’s or partner’s page, but access must be obtained for this. Make the appropriate request in the dropdown list.

Creating Ad Accounts

For successful marketing campaigns, a separate cabinet will be needed. From it, you will manage activities: not only setting up campaigns but also determining their duration and display times. The user receives analytical data, which allows checking the effectiveness of the campaign.

Ways to create an ad account:

1. From a Facebook profile. This method is suitable for adding only one profile for advertising.
2. In Business Facebook. This method is used more often by specialists because it is more convenient for regular advertising campaigns. It is suitable if you plan to create several accounts.

Let’s look more closely at Ads Manager settings. To create an account, go to the “Ad Accounts” section. You will be offered the following options for adding:

• Connect your profile.
• Make a request if you need to use a previously created company account.
• Create a new ad account.
• After this, a request to enter additional data will appear.

Choose a time zone that corresponds to the region for which the advertisement is intended. The display schedule and collection of analytical data will be based on it. Changing the time zone in the future will be problematic.

Next, confirm the profile for which the account is being created once more. Grant access to users who will be able to participate in the advertising campaign. Also, specify the available functionality in Business Facebook Ads for each user.

Now the ad account is considered created. To pay for campaigns, enter payment details. It is best to add the card of the Business Manager administrator, who has full rights to use the tool and can change the amount of expenses, or the profile owner. This will allow for documentary evidence in case of misunderstandings. These may arise because Meta is quite active and meticulous about suspicious activity.

Granting Access to Other Users

All added users have different access levels to BM functions. Meta recommends adding at least two administrators with a full set of permissions to the cabinet’s functions. All other users should preferably be designated as employees.

The user’s role is important, as access to various functions depends on it. Restrictions apply only to pages, pixels, or the account.

How to grant access to team members:

1. Go to the “People” section. Click the “Add” button.
2. Enter the email addresses of those who need access. It is possible to create a request for several team members.
3. Select the desired access options. In the “People” section, the selected individuals will appear with the “Pending” label. The status will change when the team member approves the access request.

Enter the email address you use for your Facebook profile.

Pixel Tasks

A Pixel is a code that needs to be added to the tracked website. It functions similarly to Google Analytics and is used for targeting. Thanks to Meta Pixel, visitors’ actions on your websites are tracked. This is important for ad setup.

With Pixel, you will better understand the behavior of website visitors and their preferences. This way, advertising will become more accurate and targeted, as you now know when to engage targeting.

For example: a person visited an online store and viewed a product but did not purchase it. Without Pixel, the visitor could be considered lost. But with it, ads for the viewed product can easily be re-displayed in their Instagram or Facebook feed. This significantly increases the chances that the visitor will purchase the product.

By default, you have your own Pixel, which theoretically can be used for several websites in conjunction with Ads Manager. However, it is better when each Pixel tracks separate events. Then it works more effectively.

What Data is Collected

The tool collects data that is conditionally divided into standard and custom. Not all information may be needed by the Business Manager owner, so it is worth familiarizing yourself with the settings parameters. Standard data is defined by Meta, and no additional coding is required. You receive the following information:

• Content viewing. This function tracks visited pages, which helps understand the preferences of a potential client.
• Adding to cart. This option monitors situations where a visitor plans to purchase a specific item and adds it to their cart.
• Initiating checkout. The owner sees when a person proceeds to payment.
• Completing a purchase. Controls successful transactions.
• Registration. The visitor completes an action.

Custom events can vary significantly, as the owner independently determines what information they need. Using such a tool requires adding a special code to the website. Sometimes other services, such as Google Tag Manager, may be needed.

You can get the code to add to Business Manager from the website administrator or developer. Meta actively cooperates with a large number of platforms, so adding a pixel is not that difficult.

If the installation is manual, the code should be inserted between the <head> tags on the pages you want to track. In Business Manager, go to “Data Sources,” then “Pixels.” Click “Add” and then enter a name. Also, paste the website URL.

Conclusion

Business Manager is a practical tool, an effective assistant for managing webpages. Its use is recommended for those who promote their business through social networks. The service provides a full range of services for managing advertising campaigns and teamwork. Although it will take time to learn all the intricacies, it is worth it for attracting targeted traffic and increasing website conversion.

Frequently Asked Questions

What is Business Manager and do I really need it?

Business Manager is a free tool from Facebook (Meta). It serves as a single hub for managing commercial activities and advertising assets on Facebook and Instagram platforms. The service allows you to securely manage ad accounts, pages, pixels, product catalogs, and most importantly, grant access to other people (employees, contractors, agencies) without sharing their personal login data.

What is the difference between Business Manager and an Ad Account?

Business Manager is, so to speak, the main container that stores all your business assets. It is an organizational tool. An Ad Account is one of the assets located inside Business Manager, and it is where you actually create and launch campaigns, see statistics on expenses and results. You can have multiple ad accounts within one Business Manager, but to create any ad, at least one ad account is always required.

Can I use one Business Manager for multiple different businesses or clients?

Yes, and this is a common practice among agencies and freelancers. Business Manager allows you to add and manage assets from different parties. However, each Business Manager has limitations on the number of webpages, ad accounts, and people that can be managed. For greater convenience and to avoid confusion, as well as for security reasons, it is often recommended to create a separate BM for each large client or distinct business direction if you manage many assets. If you are working with client assets, it is better to ask them to grant you access to their Business Manager rather than adding their assets to yours.