The Ultimate Guide to Meta (Facebook) Business Manager

Meta (formerly Facebook) Business Manager is a powerful tool that every marketing agency should know how to use. Whether you’re managing multiple client accounts, running ad campaigns, or analyzing performance, Business Manager makes it easier to stay organized and in control. In this ultimate guide, we’ll walk you through everything you need to know about Meta Business Manager, from setting up your account to using it for client management and ad operations.

What is Meta Business Manager?

Meta Business Manager is a central hub for managing all of your agency's or business's Meta assets. It provides a secure and organized way to manage Facebook pages, Instagram accounts, ad accounts, and other Meta assets in one place. Instead of dealing with scattered logins and permissions, Business Manager gives you a unified view of your digital ecosystem.

It’s essential for any marketing agency that manages multiple clients and runs paid campaigns on Meta platforms. Business Manager helps you collaborate, track performance, and control access all from a single dashboard.

Why You Should Use Meta Business Manager

If you’re still using personal Facebook accounts to manage business assets, you’re missing out on the key benefits that Business Manager offers. Here are some reasons why agencies should use Meta Business Manager:

• Centralized control: Manage all of your assets - Facebook pages, Instagram accounts, and ad accounts - in one place.

• Role-based access: Assign roles and permissions to team members, ensuring they only have access to what they need.

• Improved collaboration: Share access with clients and partners, giving them permissions to manage their own assets while keeping control of your agency’s operations.

• Secure and scalable: With Business Manager, you can ensure all your client data is safe and easily scale your operations as your agency grows.

How to Set Up Your Meta Business Manager

Setting up Meta Business Manager is straightforward, but it’s important to do it right to ensure your agency’s operations are secure and organized. Here’s how to get started:

Step 1: Create a Business Manager Account

• Go to business.facebook.com.

• Click on Create Account and fill in the necessary information—your business name, email, and other details.

• Once you’ve created your account, you’ll be directed to your Business Manager dashboard.

Step 2: Add Your Facebook Pages and Instagram Accounts

• From the dashboard, click on Business Settings.

• Under Accounts, select Pages and click Add to add your existing Facebook pages or create new ones.

• Do the same for Instagram accounts. Just click on Instagram Accounts under Accounts and follow the prompts to add your accounts.

Step 3: Add Your Ad Accounts

• Go to Ad Accounts under Accounts in Business Settings.

• Click Add, and you’ll have the option to either create a new ad account, request access to an existing account, or add an ad account you already own.

• Make sure you assign the appropriate roles and permissions to your team members for each ad account.

Step 4: Set Up Your Payment Method

• Go to Payment Settings in the Business Settings menu.

• Add your payment method so you can run ads and make payments directly through Business Manager.

Step 5: Invite Your Team Members

• Under Users, select People and click Add to invite your team members.

• Assign roles based on what level of access you want to provide. For example, you can give them access to pages, ad accounts, or even just reporting data.

• Each team member will receive an invitation email to accept and begin working within Business Manager.

How to Manage Client Access in Meta Business Manager

Managing clients within Meta Business Manager is one of the key features of the tool. You can provide clients with the right level of access to their Facebook pages, Instagram accounts, and ad accounts without giving them full control over your agency’s assets.

Step 1: Add Client Pages and Ad Accounts

• If your client already has a Facebook page or ad account, you can request access by going to Pages or Ad Accounts in Business Settings and clicking Add.

• Request access to their assets, and once they approve, you’ll have permission to manage them within your dashboard.

Step 2: Assign Client Roles and Permissions

• After adding a client’s assets, assign the appropriate roles to your team members and your client.

• For example, if you’re managing a client’s ad campaigns, you might assign your ad specialists to the ad account while providing your client access to view performance reports.

Step 3: Granting Full or Limited Access

• You can give clients full access to their assets or limit their access to certain areas. For instance, you can let them see reports and insights but prevent them from making changes to campaigns or payment details.

• This helps keep control of your operations while still offering clients transparency.

Using Meta Business Manager for Advertising

Meta Business Manager is an excellent tool for running and optimizing Facebook and Instagram ads. Here’s how you can make the most out of it:

Create and Manage Campaigns

• Go to the Ad Manager under Ads in the Business Manager menu.

• From here, you can create and manage campaigns, track performance, and adjust your targeting and budget based on your clients’ needs.

Analyze Performance with Detailed Reports

• Meta Business Manager provides in-depth reporting to help you track the success of your ad campaigns.

• You can see metrics like impressions, clicks, conversions, and more to gauge campaign performance and optimize your strategy.

Organize Your Ads with Campaigns, Ad Sets, and Ads

• Business Manager helps you organize ads in a hierarchy: campaigns > ad sets > ads.

• This structure makes it easy to manage large volumes of ads for multiple clients and keep things organized.

Tips for Maximizing Meta Business Manager

• Use the Facebook Pixel: Integrate the Facebook Pixel on client websites to track website traffic and conversions. This allows you to run retargeting campaigns and measure ROI more accurately.

• Set up Two-Factor Authentication (2FA): For added security, enable two-factor authentication for your account and your team’s accounts.

• Use Creative Hub: If you’re creating new ads or testing creatives, Meta’s Creative Hub gives you a place to organize and test ad visuals.

Conclusion

Meta Business Manager is an essential tool for any marketing agency that wants to effectively manage client accounts, run ads, and collaborate with their team. By setting up your Business Manager account, organizing client access, and using its full suite of advertising tools, you can streamline your operations and drive better results for your clients.