How to Properly Set Up Business for Facebook

Facebook Business Manager

How to Properly Set Up Business for Facebook

Are you a small business owner who currently manages your business’s Facebook page and ads/paid social through your personal Facebook account? Then listen up – because this blog is for you.

When first starting out as a small business, I have found that most owners take on the majority of the roles for their business, including social media responsibilities. When it’s just you managing everything, using your personal Facebook account to create and manage your business’s Facebook page and all of its ads might seem like the simple and easy way to go.

But what happens if, as your business grows, you decide to bring on an expert to start managing your Facebook efforts? Sure, through the traditional Facebook business page, you can grant social media managers access to start posting to your page. But one area that you cannot grant them access is to your personal ad account, where you are most likely currently running all of your business’s paid social ads.

The solution? Business Manager for Facebook.

Why You Should Use Business Manager

You may be a solo act right now, but it’s highly likely your goal is to grow your business; and soon, your one man show becomes a three person team, who then becomes a 20 employee small business and so forth. As your business grows, so does your social media efforts, and as mentioned before, you’ll run into the snag of not being able to give your paid social managers access to your personal ad account.

With Facebook Business Manager, you’ll be able to keep everything in one centralized location, while also assigning people access to different aspects that need managed.

Whether you need to assign a manager to only post to your page, to only manage your paid social ads, or both, you can quickly and easily do it within Business Manager.

I promise, this setup is simple and fast, and you’ll be glad you did it. Let’s get started.

The Initial Business Manager Set Up

Business Manager’s initial setup is pretty easy to follow; if you are the admin for your business’s Facebook page, log into Facebook with your personal account and go to Business.Facebook.com. From there, Facebook will prompt you through the rest of the setup process and you’ll be good to go.

Once you’ve gotten through the initial setup, you’ll be taken to the Business Manager dashboard, where you’ll be able to create Ad Accounts, access Power Editor, assign Managers and modify your Business Settings, such as adding your credit card for paid social ads.

Claim Your Page

Once you’ve set up your Business Manager, you’ll want to claim your business Facebook page so that you can start managing it from the Business Manager dashboard.

From the dashboard, mouse over the Business Settings link, located in the left column navigation bar, and click the second option from the top called Pages. Click the blue Add New Page button located at the top right, and click “Claim Your Page”. From there, Facebook will walk you through the process.

Setting up Your Paid Social Billing

The next step in the process of becoming an all powerful business on Facebook is to set up your credit card information so that you can begin the Paid Social process.

From the dashboard, mouse over the Business Settings link, located in the left column navigation bar, and click Payment Methods, which is located about halfway down the long menu of options. Click the blue Add Payment Method button located at the top right, and add in the credit card(s) you want your ads to be billed to.

Create an Ad Account

Once you have your billing information entered, the next step is to actually create the Ads Manager, where all of your paid social campaigns and ads will be housed. I like to enter my billing information first because if you don’t get that out of the way, and you try to create some ads, the process will be halted until you set up this information. So, mine as well get this out of the way before you forget!

From the dashboard, mouse over the Business Settings link, located in the left column navigation bar, and click Ad Accounts (the third option from the top). Click the blue Add New Ad Account button located at the top right, and click “Create a New Ad Account”. From there, Facebook will walk you through the process.

Adding Your Social Media Managers

From the dashboard, mouse over the Business Settings link, located in the left column navigation bar, and click the first option, People. Click the blue Add New People button located at the top right.

If you are adding someone who will be managing just your ad accounts, then enter their personal email address and select “Add as Business Manager employee” (the second option).

If you are adding someone who will be in complete control over all of your social media so you don’t have to worry about anything, then select the first option, “Add as Business Manager admin”.

From there, Facebook will walk you through the process of selecting the Facebook Page and Ad Account that you want to add the employee or admin to, and they will be emailed an invitation to accept the new role.

You are now all set to begin taking over the Facebook world!

Leave a Reply

Your email address will not be published. Required fields are marked *