How to Create a Meta Business Manager and Ad Account
Introduction
To run ads for your business through the CRM, you first need to create a Meta Business Manager account and an advertising account within it. This process centralizes the management of your Facebook and Instagram assets, providing a secure foundation for your marketing efforts. This guide will walk you through the essential steps.
What is Meta Business Manager?
Meta Business Manager is a tool that allows you to manage your business's Facebook Page, Instagram account, ad accounts, and other assets from a single, organized dashboard. You must have a personal Facebook account to create a Business Manager.
Steps to Create Your Meta Business Manager
Step 1: Create the Account
Navigate to business.facebook.com and click to create an account. You will be prompted to log in with your personal Facebook credentials.
Step 2: Enter Business Details
When setting up the account, provide your official business name and a business email address. This information is used to identify your business entity.
Step 3: Add Your Business Assets
Once the Business Manager is created, you can add your existing assets, such as your Facebook Page, Instagram account, and any ad accounts. You can also invite team members to collaborate and assign them specific roles and permissions.
Step 4: Create an Ad Account
Within your Business Manager, navigate to the Ad Accounts section and create a new ad account. You will need to add a valid payment method to this account before you can run campaigns.
Verifying Your Business
To enhance the security of your account and reduce the risk of restrictions, Meta recommends verifying your business. This process confirms the legitimacy of your business entity.
How to Verify
Go to your Business Settings, then select Business Info. Enter your legal business name, address, and other official details exactly as they appear on your legal documents. You will then be required to upload supporting documents, such as a business license or utility bill, for Meta to review.
Alternative Verification Method
If the option to verify your business is not immediately available, a common workaround is to create a test app in the Meta for Developers portal. This action can sometimes trigger the system to prompt you to complete the business verification process. Once verified, your Business Manager account is considered more secure and trustworthy.
Conclusion
By creating and verifying your Meta Business Manager and ad account, you establish a stable foundation for your advertising activities. This verified account can then be securely connected to the CRM's Ad Manager to publish and manage your campaigns with greater confidence and reduced risk of future disruptions.