META

Get set up and ready to go on Meta.

Please add us as a partner to your business manager. Our Business Manager ID is 1056343601108403. Doing this will give us access to 

  • Being a partner of their business manager
  • Facebook Page
  • Instagram Account
  • Meta Ad Account
  • Meta Pixel
  • Domain Access

If you’re a business who works with an agency or consultant, you can add them to your Business Manager and share your assets with them. When you add a partner to your Business Manager, you can grant access to different assets and assign specific permission levels. Partners can see assets that you share with them in their Business Managers.

 

Before you Begin

  • Only business admins can add a partner.
  • Your partner must have a Business Manager. If they don’t, ask them to create a Business Manager.
  • You need your partner’s business ID. Learn how to find your business ID.

 

Give a partner access to assets in your Business Manager

To add partners or agencies to your business:

  1. Go to Business settings.
  2. Below Users, click Partners.
  3. Click + Add.
  4. Select Give a partner access to your assets.
  5. Enter the Partner business ID you want to add and click Next.
  6. On this screen, you can add partners to multiple assets. Choose a type of asset in the first column. Select the assets that you want to add your partner to in the second column. Assign a role for your partner in the third column. Repeat these steps until you’ve chosen roles for all of the assets that you want to assign.
  7. Click Save Changes.

Admins can add/remove people to/from your business and grant them permission to assets in your Meta Business Manager. These steps are for adding individual people to your Business Manager, not partners such as other businesses. Learn more about partners in Business Manager.

 

Before you Begin

  • Only admins can add people to your Business Manager. We recommend that you add most people as employees and only grant admin access to those who need it to perform their job.
  • Don’t add people to your Business Manager if you don’t know them. People you don’t trust may create fake accounts and request access to your Business Manager. If you’re unsure whether a request is authentic, contact the person to confirm that they initiated the request and that you’re comfortable with adding them to your Business Manager.
  • Facebook never asks for access to a Business Manager. If a business that claims it’s Facebook asks you to add them to your Business Manager, this isn’t a legitimate request. We recommend that you deny the request and report it.
  • Third-party businesses can’t get you verified. If a business claims that it can help get your business verified on Facebook and wants you to add them to your Business Manager, this isn’t a legitimate request. We recommend that you report it. You can only complete business verification through the Business info section of Business settings. It doesn’t require any specific person to have access to your Business Manager. Learn more about business verification.
  • We strongly recommend all users of your Business Manager enable two-factor authentication. Two-factor authentication is a security feature applied at the personal Facebook account level that requires individuals to enter a special security code each time they try to access Facebook from a browser or mobile device that we don’t recognise. Note that if you created your Business Manager 90 days ago or longer, we require all business admins and employees with advertising access to turn on two-factor authentication on their Facebook accounts. To help protect your Business Manager, we’ll restrict people who don’t turn on two-factor authentication from advertising with any ad accounts associated with your Business Manager.

 

Give a partner access to assets in your Business Manager

To add partners or agencies to your business:

  1. Go to Business settings.
  2. Click People.
  3. Click Add.
  4. Enter the work email address of the person you want to add.
  5. Select the role you’d like to assign them. Make sure that you read the description for each role. Choose either Employee access or Admin access. You can also select Show advanced options to choose Finance analyst or Finance editor.
  6. Click Next.
  7. Select the asset and the task access that you want to assign the person.
  8. Click Invite.

In your Business Manager, you can add ad accounts that you own and get access to ad accounts that other people or businesses own. In the Ad accounts section of Business settings, you’ll see ad accounts that you own and ad accounts, which are owned by others and that you have access to. If an ad account is owned by another person or business, you’ll see the name of the person or business who owns the ad account listed below the ad account name. If you own the ad account, you won’t see additional information. You can filter by: Advertising for self, Advertising for partner, Owned by self, Owned by partner, Active, Disabled or Closed.

 

There are three ways to add ad accounts to your Business Manager:

  1. Add an ad account: Adding an ad account moves it permanently into Business Manager. You must be both the owner of the ad account and an admin in Business Manager to add the ad account. Please note, once you add an ad account and it’s moved into your Business Manager, this action can’t be reversed. All management of your ad account must be completed within your Business Manager profile. You can’t add an ad account that’s owned by another Business Manager. If you still want to work on an ad account that’s owned by a different business, you can request access to it.
  2. Request access to an ad account: If you request access to an ad account in Business Manager, the admin of that Business Manager can grant you permission to work on it.
  3. Create a new ad account: If you create a new ad account in Business Manager it will permanently belong to that Business Manager. Once created within Business Manager, the ad account can’t be transferred to an individual owner who doesn’t own a Business Manager.

 

Before you Begin

You can’t add an ad account to a Business Manager if:

  • The ad account you’re trying to add has already been added by another business. An ad account can only be owned by one Business Manager. Instead, you can request access to the ad account.
  • You have already added a personal ad account to Business Manager. You can only add one ad account from your personal Facebook account into Business Manager. Instead, you can create a new ad account in Business Manager or you can request access to another ad account.
  • You’ve reached your ad account limit for adding new ad accounts to your business. There’s currently no available option to request more ad accounts. Your ad account limit increases based on your advertising spend. Learn how to view your ad account limit in Business Manager.
  • The ad account is a prepaid ad account. Prepaid ad accounts can be added to Business Managers only if they’re from certain locations.
  • The ad account was previously or is currently linked to Facebook Pay.
  • You don’t have admin access in Business Manager. Learn more about Business Manager roles and permissions.

 

Add an ad account in Business Manager

Steps to add an ad account in Business Manager:

  1. Go to Business settings.
  2. Click Accounts from the menu on the left-hand side menu. Then, click Ad accounts.
  3. Click the blue Add drop-down menu.
  4. Choose one of the three options: Add an ad account, Request access to an ad account or Create a new ad account.
  5. If you choose to request access or add an ad account, enter the ad account ID. Learn where to find the account ID.
  6. Follow the prompts to select people and access levels.

Note: Deactivating an ad account doesn’t delete the ad account from your business. A deactivated ad account still counts towards your ad account limit.

 

Learn more

Add a payment method to your Business Manager to manage all of your billing details in one place. You can also connect it to an ad account and use it as the primary payment method for your ads.

 

Before you begin

Only admins or finance editors can make changes to payment methods connected to a Business Manager. Learn more about roles for people in Business Manager.

 

Add a payment method in Business Manager

Steps to add a payment method in Business Manager:

  1. Open Business settings.
  2. Click Payments.
  3. Click + Add.
  4. Enter your payment information.
  5. Click Continue, then follow the instructions to add your payment method.

When you create ads with Ads Manager, you’ll be prompted to add a payment method before you can publish your first ad. You can add and change the payment method for your ad account from your payment settings.

 

If you’re an ad account admin, you can proceed to add the payment method. If you’re not an ad account admin, you may encounter an “invalid parameter” error.

 

If you share your payment method or ad account with others, make sure that you check with them if you don’t recognise charges on your bill. It’s possible that someone you’ve shared information with has run ads using your payment method or ad account.

 

When you confirm an ad purchase, you choose the payment method that you want to use to pay for your ad. Whatever payment method you buy your ad with is saved to your ad account, and you can manage your payment methods from your payment settings in Ads Manager.

Your business ID corresponds to your Meta Business Manager. You may need your business ID when you share access to information such as monthly invoices or a Meta pixel.

 

Steps to find your business ID:

  1. Go to Business settings.
  2. Click Business info.
  3. Below Business Manager info, you’ll see your ID number.

When you advertise on Facebook, your ad accounts are given unique ID numbers. These ID numbers can be useful when you want to add an ad account to Meta Business Manager. You can find your:

 

  • Ad account ID number in the account drop-down menu in Meta Ads Manager
  • Ad account ID number in your browser’s address bar in Ads Manager

 

Find your ad account ID (account drop-down menu)

  1. Go to Ads Manager.
  2. Your ad account ID number is shown above the search and filter bar in the account drop-down menu.


Find your ad account ID in the address bar

  1. Go to Ads Manager.
  2. Find the number in your browser’s address bar. If you have trouble with locating your ad account ID in the address bar, look for act= in the URL.

If you’ve already set up your Meta pixel using IMG tags or plan to do so, we recommend that you follow our developer documentation. Learn more.

In this article, we’ll cover how to setup and install a Meta pixel on your website. To learn more about the pixel before getting started, take a look at the benefits of installing a Meta pixel.

 

Before you begin

  • You need a website for your business.
  • You must be able to update your website’s code.

 

How to set up a Meta pixel

  1. Go to Events Manager.
  2. Click (+) Connect data sources and select Web.
  3. Select Meta pixel and click Connect.
  4. Add your Pixel name.
  5. Enter your website URL to check for easy setup options.
  6. Click Continue.

 

How to install the Meta pixel on your website

  1. Go to Events Manager.
  2. Click the Data sources icon on the left-hand side of the Page.
  3. Select the pixel that you want to set up.
  4. Click Continue pixel setup.
  5. Select Meta pixel and click Connect.
  6. Select Install code manually.
  7. Copy the pixel base code.
  8. Find the header of your website, or locate the header template in your CMS or web platform.
  9. Paste the base code at the bottom of the header section, just above the closing head tag.
  10. Click Continue.
  11. Optional: Toggle on Automatic advanced matching and verify the customer information that you want to send.
  12. Click Continue.
  13. Add events using the Event setup tool or by manually adding code to your website.
  14. Click Done.

 

Click here for more info on installing tracking codes.

Click here for more info on configuring tracking codes with Google Tag Manager.

Let’s work together.