Setting up your Facebook assets

(properly)

Facebook Help Document

Before We Begin: Protecting Your Assets

With Facebook being somewhat unpredictable at the best of times, it’s extremely important to make sure you’re protecting your Facebook business assets from potential problems down the road.

At bare minimum, you should set up:

  • Two Business Managers (one for your business page and Pixel, and one for your ad account)
  • A business page
  • A Pixel
  • An ad account
  • Two payment methods for your ad accounts

Why Two Business Managers?

If a Business Manager is ever shut down by Facebook (it does happen), all of its associated pixels are locked and the data can no longer be accessed. Pixels are how we track your ad performance and traffic from social media (as well as how we create better targeting for your campaigns and offers), so it’s important to protect this asset as much as possible.

We suggest setting up two Business Managers to combat potential complications. Unfortunately, each Facebook user can only create two Business Managers, so if you have multiple businesses, this may not be possible. If this is the case, and no one is involved with your business who can act as an Admin for a second Business Manager, you can just set up one Manager for the time being.

We’ve outlined step-by-step instructions below that will help your business set up your Facebook and Instagram accounts so as to best protect your assets.

Giving Us Access to Your Business Managers

If you haven’t ever set up your Business Manager, ad account, business page, or your Pixel – and would like to tackle this job yourself (we believe in you!), use the instructions, “I Still Need to Set Up My Facebook Assets Before Giving Lamplighter Access.”

If you have already set up your Business Manager, ad account, and Pixel – and don’t need assistance with installing your Pixel on your website and double checking that it’s sending data back to Facebook, then go ahead and scroll down to the instructions, “I Have All Our Facebook Assets Set Up and Need To Give Lamplighter Access.”

If you’ve hired our team to set up your Facebook and Instagram assets for you, all we need from you is the email you want us to use to set up your accounts for you, and we’ll handle the rest during our first strategy call! No need to read further.

Just need your Business Manager ID number?
Watch this video for how to find your Manager ID

Need your Ad Account number?
Watch this video for how to find your Ad Account ID

I Still Need to Set Up My Facebook Assets Before Giving Lamplighter Access

The following instructions will walk you through the process of setting up your Facebook Business Managers, your business page, your Pixel (Facebook’s tracking tag), and your business Ad Account. Further questions can be directed to info@lamplightermarketing.com

STEP 1: Set Up Your First Business Manager

  1.  In your browser, navigate to https://business.facebook.com
  2. Click the Create Account button at the upper righthand corner of the screen.
  3. If you’re not already logged into your personal Facebook account, a login popup will appear. In the login popup, enter your own personal Facebook credentials and click the blue Login button (note: do NOT hit the green Create Account button underneath the login fields, as this is for creating a new personal account)
  4. Once signed in, again click the Create Account button at the upper righthand corner of the screen.
  1. A popup will appear. Enter your business’ name, as you’d like it to appear in Facebook and to Lamplighter Marketing, along with your name and business email. The name you chose will become your Facebook Business Manager name – which you can edit later if needed.
  2. Click Next and fill in your street address, phone number, and website. Click Submit.

STEP 2: Attach Your Facebook Business Page

Now that you’ve created your Facebook Business Manager, you’ll need to claim ownership of your business page. NOTE: you must have been an Admin on your page for more than 7 days in order to add it to your Business Manager.

  1. In the left side bar, click on Accounts, then Pages.

2. Click the blue Add button at the top of the page.

3. Here you can choose to either Add a Page (which claims ownership of an existing page), or if you don’t already have a Facebook page for your business, you’ll choose Create a Page. For these directions, we’ll assume you already have a Facebook page for your business and just need to claim ownership.

    4. Select Add a Page from the Add dropdown menu.

    5. In the popup, type in your business page name and select your page from the list that auto-populates. Be sure that it matches your current page name and profile picture. Click Add.

      6. If you’re already the Admin of your page, it will automatically be added to your new Business Manager (see image below). If you are not currently an Admin on your business page, an Admin for your page will simply need to navigate to Page Roles, and set your page role as Admin. Once your page role is set to Admin, the page will be added to the Business Manager.

        STEP 3: Set Up Your Pixel

        In order to be able to track the performance of our ads and retarget visitors from your website, you’ll need to create a pixel and install it on your website.

        1. In the left side bar, click Data Sources, then Pixels.

        2. At the top of your screen, click the Add button
        3. Type in a name for your Pixel and enter your website URL. Click Continue.

        You’ll now be able to choose whether to install your new Pixel on your website manually via code, or via a plugin. If you don’t have a site developer to help install your Pixel, our Lamplighter Marketing team can do this at a later date.

        STEP 4: Give Yourself Access to Your Page and Pixel

        If you weren’t automatically given Admin access to your page and Pixel, you’ll now need to set up access for yourself from within the Business Manager.

        1. In the left sidebar, click People, then click your name.
        2. Under your name at the top of the right hand window, click the Add Assets button.

        3. Click the page name to highlight it, then scroll down on the right hand side of the screen and toggle on the last three items: Manage jobs, View Earnings Insights, and Admin Access/Manage Page. Click Save Changes.
        Now, we’ll give you access to your Pixel:

        In the left side bar, click Data Sources, then Pixel.

        Click the name of your new Pixel.

        Under the Pixel name at the top of the right hand window, click the Add People button.

        Select your name, then toggle Manage Pixel under Admin Access.

        Click Assign.

        STEP 5: Set Up Your Second Business Manager

        Now, let’s set up your second Business Manager, which will be used for your Ad Account.

        1. Log out of your first Business Manager, go back to https://business.facebook.com
        2. Go through the same steps you used to set up your first Business Manager. You may want to consider naming this second Business Manager your business name + Ads (ei. Lamplighter Marketing Ads) or something similar, so that you can easily tell them apart.
        3. You’ll be able to use the same email address and website URL as your first Business Manager if desired. You can easily change the email address at a later date.

        You’ll now be able to toggle back and forth between your Business Managers, by scrolling all the way to the bottom of the left sidebar in Business Settings, clicking your Business Manager name, and choosing the other manager.

        STEP 6: Create Your Ad Account

        We’ll now create your Ad Account within this second Business Manager, so if it gets shut down for any reason (a higher probability with running ads), your Pixels and pages will remain safe and sound within your primary Business Manager.

        1. In the left sidebar, click Business Settings.
        2. Once in Business Settings, click Accounts, then click Ad Accounts in the left sidebar.

        3. In the Ad Account window, click Add, then select Create a New Account.
        PLEASE NOTE that if you previously had only one Business Manager and would like to rehome your current Ad Account under your second Business Manager, then you would select Add an Ad Account, which would simply move your existing Ad Account from your first Business Manager to this second manager.
        4. Enter the name of your new Ad Account and select your timezone and currency. Click Next.

        5. This box is an important step as it allows you to connect your Ad Account to your initial Business Manager, therefore your business page and Pixel. If you’ll be using a 2 Business Manager setup, select Another business or client, then type in the Business ID of your first manager in the text field.
        You can watch this video if you don’t know where to find your Business ID number.

        6. The Ad Account set up will automatically prompt you to give yourself access to your newly created account. Be sure to select Manage Ad Account under Admin Access, then click Assign.
        7. A confirmation screen will appear. Click Close.

        STEP 7: Set Up Your Ad Account Payment Methods

        Our last step is setting up two different payment methods for your ad account. Having two methods is important because Facebook has been known to penalize businesses if a scheduled payment fails. By setting up two methods, Facebook will still receive payment even if your primary credit card is closed and your team forgets to update your Facebook settings prior to the payment being made.

        1. In the left sidebar, navigate to the Ad Accounts tab, nested under the Accounts section.
        2. Select the name of your new Ad Account.
        3. Click the down arrowicon to the right of the Open in Ads Manager button in the right upper corner

        4. Click View Payment Methods
        5. Your Payment Settings page within Ad Manager will load in a separate window.
        6. Click Add Payment Method
        7. Enter your credit card, Paypal, or bank information. If you’ve already (note that once a card has been entered and saved, only the last 4 numbers can be seen within Business Manager) and click Continue.

        8. A confirmation popup will appear asking if you want to make this the primary payment method for this Ad Account. Click Yes.
        9. Your new payment method will appear under the Payment Method section. Click Add Payment Method again to set up your second payment method.
        10. If you have multiple Ad Accounts, you’ll need to go through Step 7 with all your Ad Accounts.

        Step 8: Share Your Ad Account Across Your Business Managers

        1. Copy the Business Manager ID of your first Business Manager (the manager that houses your Pixel and business page). If you’re not sure how to find your Business Manager ID, you can watch this short video.
        2. Navigate to your second Business Manager (the manager that houses your Ad Account).
        3. Select Partners in the left sidebar, located directly under People.
        4. Click Add, then select Give a partner access to your assets.

        5. Paste your first Business Manager’s ID into the text field and click Next.
        6. You’ll now give your first Business Manager Admin access to your Ad Account by selecting your Ad Account name, then toggling Manage Ad Account. Remember to Save Changes.
        7. Now, navigate to your first Business Manager (the manager that houses your business page and Pixel.
        8. Once in your first Business Manager, Facebook may ask you to confirm the new Partnership. You may need to confirm this under the Partners tab in Business Settings.
        9. Next, navigate to the Ad Accounts tab under Accounts in the left sidebar of Business Settings.
        10. Click on the name of the Ad Account that you shared from your other Business Manager. By now, this should be showing up in your Ad Account list. If it hasn’t, it may be that you haven’t confirmed the Partnership yet.
        11. Click the Add People button on the Ad Account screen and give yourself Admin access.
        12. Next, navigate to the Pixel tab, located under Data Sources in the left sidebar.
        13. Select the name of your Pixel from the list in the Pixel screen.
        14. Click the Add Assets button, located underneath the ID number.
        15. Select Ad Accounts, then the name of the Ad Account from your second manager.
        Click Add.

        That’s it!! Your accounts are now set up according to Facebook guidelines and you’re ready to give Lamplighter Marketing access to your Business Managers!

        I Have All Our Facebook Assets Set Up and Need to Give Lamplighter Access

        Now – legally, we have to all warn our clients that in giving anyone Admin access, you run the risk of that person removing you from your own assets. We think that’s a despicable and completely unprofessional thing to do to a business – and we think too much of our clients and our own integrity to do this – but we do have to educate our clients about this risk. Always be sure you trust the entity upon whom you’re bestowing Admin access.

        To give Lamplighter access to your accounts, we’ll be giving our Senior Account Manager and Owner, Rachel Greeno, Admin Access to your Facebook Business Managers. If you have another Account Manager assigned to your business, you’ll be able to add them at the same time.

        STEP 1: Give us access to your first Facebook Business Manager, which houses your business page and Pixel.

        1. In your FIRST Business Manager, navigate to the People tab on the left side bar
        2. In the People window, click Add
        3. In the Invite People popup under Enter Email Address, type the email
        address: rachelgreeno@lamplightermarketing.com
        4. If you’ll be working with another Account Manager, you can enter their email address in the same field. We can always add another person later if you’re not sure if you’ll be working with anyone else.
        5. Under Assign Business Role, select Admin Access
        6. Click Show Advanced Options
        7. Under Assign Finance Role, select Finance analyst
        8. Click Next

        9. Under the Select Asset Type section click Pages, then the name of your business page.
        10. On the far bottom right side of the popout, toggle over Manage Jobs, View Earnings Insights, and Admin Access (you may have to scroll down to find these options).

        11. Repeat steps 9-10 for your Pixel, being sure to toggle the Admin Access selection on the right side.
        12. Click Invite

        STEP 2: Give us access to your second Facebook Business Manager, which houses your Ad Account.

        1. In your SECOND Business Manager, navigate to the People tab on the left side bar.
        2. In the People window, click Add
        3. In the Invite People popup under Enter Email Address, type the email address: rachelgreeno@lamplightermarketing.com
        4. If you’ll be working with another Account Manager, you can enter their email address in the same field. We can always add another person later if you’re not sure if you’ll be working with anyone else.
        5. Under Assign Business Role, select Admin Access
        6. Under Assign Finance Role, select Finance analyst
        7. Click Next

        8. Under the Select Asset Type section click Ad Accounts, then the name of your Ad Account
        9. On the far bottom right side of the popout, toggle over Manage Ad Account under Admin Access
        10. Click Invite

        That’s it! We’ll receive an email invite to join your Business Manager. We’ll send you a confirmation email once we’ve accepted the invite.