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How to use Facebook Business Manager in 2021

Let’s put the “manage” in Business Manager.  

Facebook Business Manager is an absolutely essential tool for any business that is active on Facebook. 

Creating a Facebook page is a crucial step for businesses looking to establish themselves online. It is, however, a fairly daunting experience for those of us new to the world of social media. With so many features and tools at our disposal, it is no surprise that many new businesses feel rather intimidated when first starting out. 

But it doesn’t have to be that  way!  

Have you been putting off setting up Facebook Business Manager for your business? Have you been feeling a bit unsure about how it works and whether or not you actually need it? If so, you’re in the right place. 

If you’re ready to learn all about Business Manager and what it can do for your business, let’s get started! 

What is Facebook Business Manager? 

Before we can go any further, we need to first understand exactly what Facebook Business Manager is. 

You see, gone are the days of managing your Facebook pages and ad accounts through your personal account. If you haven’t discovered it already, Business Manager allows you to control all of your ad campaigns, budget, business information, and more from one central location. 

To put it simply, Facebook Business Manager offers an all-in-one solution for managing multiple Facebook Pages, business assets, and ad accounts. Plus, you can manage Instagram accounts, shop locations, and product catalogues, too. 

Business Manager is also a fantastic tool for delegation, as it allows you to give varying levels of access to different team members.

Getting started with Facebook Business Manager 

We’ve broken down how to get started with Facebook Business Manager into four easy steps:

1. Create your Business Manager Account 

If you haven’t done so already, head over to Facebook Business Manager and create an account or log in.

Once you’ve logged in, simply follow the prompts to complete your application. Facebook will ask you for some basic information including your physical address, phone number and website. Now all you have to do is wait for your confirmation email, and your account is good to go. 

2. Connect your Facebook Pages

If this is your first time logging in to your Business Manager account, you should be automatically prompted to add a Page. 

To add an existing Page, simply click on Add Page and enter the Page’s URL. If you’re an existing admin of this Page, Facebook will approve your request instantly. 

If you have already added a Page to your account and you’d like to add another Page, in Facebook’s words, follow these steps: 

  1. Go to Business Settings. It looks like a gear icon in your sidebar.
  2. In the Business Assets section, click Accounts. Then, click Pages.
  3. Click Add in the dropdown menu.
  4. Select Add a Page.
  5. Enter the Facebook Page name or URL.
  6. Click Add Page. You should see your Page on the next screen. From here you can add people to manage this Page.

3. Add your ad account 

If you want to run ads and reach new customers on Facebook, the first thing you need to do is add your ad account to Facebook Business Manager. This process works much in the same way as it does with connecting your Pages, meaning you can add an ad account automatically to Business Manager. 

To link an existing ad account, click Add Ad Account and enter your account ID. If you don’t have an existing ad account, that’s OK. You should see an option to create a new account automatically. Follow the steps, and you’re good to go. 

Now, let’s say you’re an agency or a third-party marketing provider and you need access to your client’s ad account. You will need to request access. Fortunately, just like requesting access to a Page, the process here is simple. To request access to a Page, click Ad Accounts > Add > Request access to an ad account > enter your client’s ad account ID. 

4. Grant people access to your Business Manager Account

Possibly the most important step in the BM process is learning how to give people access to your account. We’ve just touched on third-parties requesting access to your account, but what about your team members? Well, the process is incredibly straightforward.

You may be noticing that the way Business Manager works is quite similar to how managing access to a Page works. Inside Business settings, click People and then click Add.

Assign a new role for Facebook Business Manager

Add team members by entering their email addresses. You should also see a host of options that allow you to control the level of access each team member has and choose the tools they can use. This is excellent for both security and the delegation of tasks. 

Who should have access to your account? 

The next step is to add people as business admins or employees. You should only add people to your account if they are employees of your business.

Admins

An admin overseas every aspect of your Business Manager account. They have the power to add and remove people. Most importantly, however, admins have the power to modify your business account or delete it entirely. This carefully about whom you grant admin access to, and ensure you trust them with a pretty big responsibility. Admin access should be reserved for management and department leaders.  

Team members 

In order for your team members to do their work effectively, they will need access to your Business Manager account. However, their level of access is entirely up to you and your admins. Note: team members can only make changes to individual assets to which they have access.

Partners 

We’ve already touched on granting access to third-parties. While you can also add partners to your Business Manager easily, if you’d like to dive a little deeper into the process, Facebook offers a great guide for advanced users.  

Security 

Two-factor authentication

To be blunt, you should be using two-factor authentication. What does two-factor authentication mean? Well, it’s simply a safeguard that asks admins (and team members with access) to enter a unique login code whenever they log in to Business Manager from a new device.

Two-factor authentication may seem annoying at first, but it’s a small price to pay for peace of mind and security. 

Secondary admins 

You can’t do it all on your own, and there will be times when you’re unavailable. That’s why it’s important to have at least one secondary admin added to your Business Manager account. 

Your secondary admin should be your second in command. They’re the person you trust the most to look after your business when you’re away or busy. 

Business verification 

In order to have a Facebook Business Manager account, Facebook needs to verify that your business exists in the real world. Fortunately, this is a simple process. In Facebook’s own words, in order for your business to be verified, you must meet the following criteria:

  1. Your business should be properly registered with official local authorities and have an official business phone number or mailing address.
  1. You must be able to receive a verification code sent to your business’s phone number or email address.

If you would like to start the verification process, simply head to the Security Centre within Business Manager.

Setting up your payment methods 

If you are thinking about creating a Facebook Business Manager account, we’re willing to bet you’re interested in running ads on Facebook. Well, in order to do so, you will need to first set up your payment methods. 

To set up a payment method, simply head to your payment settings within Business Manager.

Payment Method for Facebook Business Manager

Once your payment methods have been confirmed, you will be able to create ad accounts, set spending limits, and assign payment methods and lines of credit. 

Maximise the power of Facebook Business Manager

Facebook Business Manager is a powerful tool, but there are a few steps you should take to ensure you’re getting the most out of the platform. 

1. Two-factor authentication

Yes, we’re still talking about two-factor authentication. Why? Because it’s important and worth repeating. 

Business Manager is the heart of your marketing activities on Facebook. As such, it is also home to a fair share of sensitive information. That’s why you need to set up two-factor authentication for all team members with Business Manager access. 

Inside the Business Manager, head to Business Settings and click on Security Centre. Follow the steps, and you’re good to go!  

2. Set up your Facebook Pixels 

A Facebook Pixel is a piece of code, unique to your business, which collects information about traffic and activity on your website. Facebook Pixels are required to run ads on Facebook, so you need to make sure you have yours set up. Fortunately, setting up your Facebook Pixel is a piece of cake.  

To view/add Pixels within Business Manager, go to Business Setting > Data Sources > Pixels. 

Facebook Business Manager Settings

Pixels are an excellent way to collect information and make more informed decisions on your future ad campaigns, create detailed targeting, new audiences, and more. 

3. Manage your shop locations 

Have you ever noticed when you search for the Facebook page of a larger company with multiple locations, you often land on a Facebook page of the location closest to you? Well, it all comes down to something called shop locations.

To manage your shop locations, head to Business Manager > Assets > Shop locations. 

Now all you have to do is click on Add stores > Add manually and fill out all the details about each of your store locations. 

That covers it for Facebook Business Manager in 2021. However, like anything in the world of social media, things are changin all the time. Luckily, we’re always here to help! 

Learn more about Facebook and how to use it for your business, check out our Facebook resources page!   

How to use Facebook Business Manager in 2021
Meg Coffey
Originally from Texas and now proudly Australian, the “Texstralian” is all about hard work, calculated risks and has a great ‘gift of the gab’. While Meg is a hospitality and tourism sector specialist, her skill and understanding of “social” translates to any application, and she leads the charge for digital empowerment across Australia.