Getting Started with Meta Campaigns in Ad Manager
Introduction
Ad Manager allows you to create and manage Meta advertising campaigns directly from your CRM. To begin, you must first activate the Ad Manager feature and connect the necessary Meta assets, such as your ads account and Facebook Page. This guide will walk you through the initial setup process to activate Ad Manager, link your accounts, and access the campaign management workspace.
Prerequisites
Before starting the setup, ensure you have the following in place:
- Access to the correct CRM sub-account where Ad Manager is available.
- You are logged into the correct personal Facebook profile in your web browser.
- Your Facebook profile has the necessary permissions to access the Meta Business Manager, the specific ads account, and the Facebook Page you wish to use.
- The Meta ads account is active and has a valid payment method set up, if required by Meta.
Note: Charges for your Meta ad campaigns are billed directly by Meta through the payment method on your ads account; this is separate from your CRM subscription.
How to Activate and Set Up Ad Manager
Step 1: Open Ad Manager
Navigate to the Ad Manager tool from your CRM's main menu.
- From the left-hand navigation panel, click on Marketing.
- In the top navigation bar that appears, select Ad Manager.
If this is your first time accessing it, you will see a welcome screen.
Step 2: Activate Ad Manager
On the welcome screen, click the button labeled Activate Ads Manager to begin the first-time setup process.
Step 3: Connect Your Facebook Account
You must connect your Facebook account to grant the CRM access to your Meta advertising assets.
- On the setup screen, find the section for managing accounts and click Connect Facebook.
- A Facebook authorization window will open. Follow the prompts to log in and grant the requested permissions.
Step 4: Select a Meta Ads Account
After connecting Facebook, you will be returned to the CRM. You need to select which Meta ads account you want to use for creating campaigns.
- Locate the option to Select a Meta ads account.
- Use the dropdown menu or search field to choose the correct ads account.
Step 5: Connect a Facebook Page
A Facebook Page is required to associate with your ads.
- Under the heading Which Facebook page do you want to connect?, search for the Page you wish to use.
- Find the Page in the list and click Connect.
Step 6: Complete Setup
Once the Facebook Page is connected, the Get started button will become active. Click it to finalize the setup and enter the main Ad Manager workspace.
Adding More Facebook Pages Later
You can connect additional Facebook Pages after the initial setup is complete.
- Go to Marketing > Ad Manager > Settings > Platform settings.
- In the Facebook pages section, click the + Connect Facebook Page(s) option to add another Page.
Troubleshooting
Most activation issues occur when the connected Facebook profile lacks the necessary permissions for the selected ads account or Page. Ensure you are logged into the correct Facebook profile and that it has admin-level access to the Business Manager, ads account, and Page you are trying to connect.