Using Facebook Business Manager in %currentyear% will help you get better analytics, share you pixels, and manage multiple ad accounts. This post will show you exactly how to set it up step-by-step. We’ll also cover how to fix the error for verifying your business where it’s greyed out.
Any time you are running Facebook ads or boosting posts you want to make sure that you are using the business manager. By default, you have your personal Facebook page and any advertising you do will be done from there unless you set up a business manager account. On the left side of your Facebook page, you have a menu that says Ad Centre. You can also directly boost using the button “Boost Post”. However when you advertise like this you are using a personal account. You could even create a pixel that will be linked to your personal account.
I don’t recommend using your personal account to advertise, and here is why:
Creating a business manager is completely free, easy to set up and has a lot of advantages.
Create two ad accounts so that you have a backup in case your main one runs into any issues.
How to Create a Business Manager Account
First you want to access the page where you will create the account – https://business.facebook.com/overview
You will see on the top right corner the button with the option “Create account”. Then you will name your account and give your email, ideally you will use your domain email but a personal email will also work.
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Then you will need to go to your inbox to confirm your email. That will take you to log back into Facebook and the you will access your Facebook manager account.
Set Up All Access & Connections
As you can see, there are not assets yet. That means we need to connect our page to the business manager. To do that we go to the menu on the left side, and on pages, we will find the option to add a page.
You can search for the pages that you want to connect to. Once the page is connected you are ready to run ads, view performance, or add people to the page.
Make sure that you are able to do all actions needed for the page you added. You want to be able to fully manage the page and access all the insights.
If you would like to add a person to help manage your page you need to go to the left-hand menu to People. From there you will see the option to add a person. When you add you will be able to determine the amount of access they have to the page. Employee access means that they will only be able to work on the accounts you assign them. Admin access will give full access to your business account and all the pages you manage. Finance access will let them conduct transactions.
You can also share access to your Pixel or your catalogs. On the Data Sources portion of the menu, you can click on the Pixel or Catalog and then you will see the button to add people. You are as always also able to determine what kind of access they have.
Additionally to adding people and pages, you will also want to connect the Instagram account. That way you can run ads to Instagram and receive the insights as well. In the menu under accounts you will the Instagram account, follow the prompts from there to connect the account to your business manager.
Important!When your Business Manager account is brand new you will only be able to connect one ad account. As you run adds and make payments you will unlock the ability to have more ad accounts.
Connecting or Creating Ad Account
If you have an existing ad account you will be able to connect it to your business manager. If not, you will need to create an ad account so that you can start advertising.
Under the Accounts portion of the menu you will see Ad Accounts. There you will see the options to Add an account or create a new one.
To create a new account you need to follow the prompts. You will choose a name, a time zone, and a currency. Then you need to decide if this account is to be used for you or for another business. You generally want to create an ad account for yourself.
If you have already run ads you will want to connect your existing ad account. To do that you will need the Ad account ID. The best way to find it is to go to Facebook.com (on your desktop). Once there go to Ad Manager and that will direct you to the ads manager center. You will find your Ad account ID at the end of the URL. You can copy it from there and use it to add the account to your business manager.
You also want to make sure that you set up your payments so that those can be used in the future.
How to Verify Business
Verifying your business will help unlock several features and will show to Facebook that you are a legitimate business.
First, you will need to fill out your business info page.
Once you finish filling out the business information you will be directed to verify your business. However, for some people, the button will appear grayed out.
There are several reasons for that:
You have not filled out all of your page info. Go back to your page, and under go into Edit Page info and check to make sure all of the fields are filled out.
If it is still showing gray, go to Apps (in the business manager account menu) and create a new App Id to manage business integrations. You will not set up the whole app, you will just click next on the first 3 prompts which will put an app on your business manager. That should take care of the error.
After that, you should be able to proceed to verify the account.
Tip: Be careful when boosting a post directly from your page, make sure that you choose the business account to boost it.
Conclusion: You’ve Now Fully Set Up Your Business Manager, Here’s How to Access It (and What’s Next)
Now that your account is set up and verified you will be able to advertise.
Anytime you want to access your Business ad account you can do it directly from your Facebook page.
If you want to become amazing at Facebook ads, you will want to check out my 2-hour free training here.
Are you running Facebook ads and they have stopped working? Watch this to find out how you can turn it around.