As a growing business, you’ll probably outsource your digital marketing to a marketing agency.
At some point, you might want to change marketing agencies or switch to in-house digital marketing. Sadly the switch will not always be easy.
Many of our clients have come to us saying, “Our previous agency ran our Facebook ads and they don’t want to give us access to the ad account”. You could find yourself saying this too! And just like that, you’ll lose campaign data, insights, audiences, EVERYTHING!
The loss of data is not to be taken lightly. Without valuable insight into your digital history, your new campaigns will be less successful, or could even find yourself starting from scratch. It’s a digital nightmare!
Luckily, it does not have to end up this way. The simple solution is to create your own Facebook Business Manager account and allow the digital marketing agency to use it. Having them join your platform will give you full control. You can always see what they are doing, and you will always be the owner of your data.
Here are 10 simple steps to create a new Facebook Business Manager and make it ready for advertising.
Step 1: Visit the Facebook Business Manager Website
In order to open your Facebook Business Manager, go to https://business.facebook.com/overview
You have to have your personal Facebook account before you start creating a Business Manager. Make sure to use your real name in your personal account as Facebook might ask you to verify your identity at some point.
Note: The personal account is only used for identification purposes and your information will not be displayed publicly.
Step 2: Click Create an Account
Step 3: Enter Your Business Information
In this step, you should enter your company name, your name, and your business email. Remember to use real data so you can pass the verification process easily if Facebook ever requires you to.
Step 4: Confirm Your Email Address
Step 5: Add Your Facebook Page to Your Business Manager
Once you have confirmed your email, you will be able to access your business manager account. In order to add your Facebook page click Pages in the left menu, then click the Add button and you will see the popup with 3 options.
- Add a Page: When you choose this option your business manager will become the owner of that page
- Request access to a Page: When you choose this option your business manager will get access to that page but won’t have ownership of it.
- Create a new Page: If you don’t have a Facebook page you can create one from scratch with this option.
We recommend proceeding with 2nd option: Request access to a Page
Click Add Page to proceed to the next step.
Note: When you have a fresh Business Manager account you need to set up your Primary page. So the first page you add will become your Primary page.
Copy the URL of your Facebook Page, paste it here, select your page, and click Add Page.
Check if the right page is selected and click Next.
Congratulation! You’ve now added your primary page.
If you want to change your primary page later go to:
- Business info
- Next to your Business Manager name on the top right corner click Edit
- Select your new primary page
- Click Save
Note: Your Business Manager has to own the page in order to make it primary.
Step 6: Create a New Ad Account
Select Ad accounts in the left menu, then click Add and you will see the popup with 3 options. Select Create a new ad account.
Name your ad account, select your time zone and currency. Now click Next.
In this step, you should select My business, and click Create.
Step 7: Add a User to Your Ad Account
When you finish step 6 for the first time Facebook will automatically ask you to add a user. Just make sure to set the right permissions and click Assign.
Step 8: Add an Agency as a Partner for Your Ad Account
In the left menu select Ad accounts and then click Assign Partners.
Choose Business ID.
Enter partner business ID and turn on the last toggle button to enable full control of your ad account and click Next.
If you choose a MA Team as your marketing partner, reach out to us via email to get our ID.
P.S. Thanks for choosing us 🙂
Step 9: Add an Agency as a Partner for Your Facebook Page
In the left menu select Pages and then click Assign Partners.
Choose Business ID.
Enter partner business ID and scroll down to enable Insights and Manage Page options. Toggle both buttons and click Next.
Step 10: Add Your Payment Method
Before we can start with advertising on your ad account you have to setup your payment method. Scroll down in the left menu and select Payment Methods, then click Add Payment Method.
Select your country and currency, then click Next and enter your credit card information.
Bonus step 1: Add your team members / employees
Select People and then click the Add button.
Enter the email address of your team member / employee and assign Employee access.
Note: We suggest that you only grant Admin access to yourself.
In the next step, you have options to give them different access preferences. For Pages access, we recommend Insight and Manage Page.
For Ad accounts, we recommend only View performance.
Then click Invite and remind them to check their inbox. They have to accept your invitation in order to access the Business Manager.
Bonus step 2: Adding your 2nd company page
If you are like our clients, you’ll have more than one company. You can add all Facebook pages under one business account. Just go to Pages, click Add button, and select Request access to a Page.
Copy the URL of your Facebook Page, paste it here, select your page, and click Request access.
If you want to add your team member / employee to the new page, select Pages from the menu, select your new page, click Add People, and select your team member / employee.
Bonus step 3: Verify your business
This is rarely the case but if Facebook finds anything suspicious about your account, they will ask you to verify your Business Manager account.
To do so, scroll down in the left menu and select Security Center. If you are eligible for verification you will see the verify section.