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Facebook Business Manager vs. Ads Manager: 2021 Client Onboarding Guide

Published on: November 20 2023 by ECOMM EDU

Facebook Business Manager vs. Ads Manager: 2021 Client Onboarding Guide

Table of Contents:

  1. Introduction
  2. What is Facebook Business Manager?
  3. The Difference Between Facebook Business Manager and Facebook Ads Manager
  4. Setting up Facebook Business Manager
    • Creating a Facebook Account
    • Setting up a Facebook Ad Account
    • Creating a Facebook Business Manager Account
    • Accessing the Ads Manager and Creating Campaigns
    • Creating Facebook Pages
  5. Why Choose Facebook Business Manager?
    • Managing Multiple Businesses
    • Managing Clients and Agencies
    • Granting Permissions and Access
    • Business Level Insights and Reporting
  6. Onboarding Clients in Facebook Business Manager
    • Scenario 1: Client already has a Facebook Ad Account
    • Scenario 2: Using your own Ad Account
    • Scenario 3: Granting Access to Client's Ad Account
    • Benefits of Scenario 3
  7. Requesting and Granting Access in Facebook Business Manager
    • Adding Users to Business Manager
    • Assigning Users to Ad Accounts and Pages
    • Requesting Access to Pages and Ad Accounts
  8. Tips for Onboarding Clients
    • Creating a Video or Document Guide
    • Ensuring Proper Information Sync

Facebook Business Manager: Streamlining Ad Management for Businesses and Agencies

Facebook has become an essential platform for businesses to advertise their products and services. With its vast reach and powerful targeting capabilities, Facebook Ads have become a staple in digital marketing strategies. However, managing Facebook ads efficiently can be a daunting task, especially for businesses handling multiple accounts or agencies working with multiple clients. This is where Facebook Business Manager comes in.

Introduction

Facebook Business Manager provides a centralized platform for businesses and agencies to manage all aspects of their Facebook presence, including pages, ad accounts, catalogs, and pixels. It streamlines the process of running ads, granting permissions, and accessing business-level insights and reporting. Whether you are a business owner or an agency professional, understanding the functionalities of Facebook Business Manager is crucial for effective ad management.

What is Facebook Business Manager?

To begin with, it is important to have a regular Facebook account. This is the account you use to connect with friends, share posts, and engage with content. Once you have a regular Facebook account, you can set up a Facebook ad account, which is necessary for running ads. Inside the ad account, you will find the Facebook Ads Manager, a powerful tool for creating and managing ad campaigns.

Facebook Business Manager goes beyond the capabilities of a regular Facebook account and allows businesses and agencies to manage various elements of their Facebook presence in one place. It provides a higher level of control and organization for businesses with multiple pages, ad accounts, catalogs, and pixels. With Facebook Business Manager, businesses can streamline their ad management processes and ensure better collaboration between team members.

The Difference Between Facebook Business Manager and Facebook Ads Manager

While Facebook Ads Manager is a tool within the Facebook ad account, Facebook Business Manager is a separate platform that encompasses various Facebook assets. Facebook Ads Manager is primarily focused on creating and managing ad campaigns, while Facebook Business Manager offers a broader range of functionalities.

Facebook Business Manager allows businesses and agencies to manage their company's pages, ad accounts, catalogs, and pixels in one central place. It provides a higher level of control and access permissions, making it an ideal solution for businesses managing multiple assets or agencies working with multiple clients.

Setting up Facebook Business Manager

To set up Facebook Business Manager, you need to have a regular Facebook account. If you already have one, you can proceed to create a Facebook ad account. This ad account is linked to your regular Facebook account and serves as the platform for running ads. Within the ad account, you will find the Facebook Ads Manager, which is used for creating and managing ad campaigns.

Additionally, with a regular Facebook account, you can also create Facebook pages for your business. These pages are managed from within the Facebook account settings and can be used to promote your business, engage with customers, and run ads.

To access Facebook Business Manager, click on the drop-down arrow in the top right corner of your Facebook account. From there, select "Business Settings." Here, you can add and manage different aspects of your business, such as people, pages, ad accounts, and more.

Why Choose Facebook Business Manager?

There are several reasons why businesses and agencies should consider using Facebook Business Manager:

Managing Multiple Businesses

If you run multiple businesses, Facebook Business Manager allows you to manage all your pages, ad accounts, catalogs, and pixels from one central place. This eliminates the need to log in and out of different accounts and provides a seamless experience for managing multiple assets.

Managing Clients and Agencies

For agencies running ads on behalf of clients, Facebook Business Manager is the ideal solution. You can request access to your client's ad account or create a separate ad account within your business manager. This way, you can easily manage multiple clients' ad accounts without the hassle of logging in and out.

Granting Permissions and Access

With Facebook Business Manager, you can easily grant different levels of access and permissions to people working with you. Whether it's granting access to your business manager, ad accounts, or pages, you can control who can do what within your organization. This ensures better collaboration and streamlines the workflow.

Business Level Insights and Reporting

Facebook Business Manager provides in-depth insights and reporting tools for businesses. You can track the performance of your ad campaigns, analyze data, and gain valuable insights to improve your marketing strategies. These analytics help you make informed decisions and optimize your campaigns for better results.

Onboarding Clients in Facebook Business Manager

When onboarding clients to run Facebook ads, there are several scenarios to consider. The best approach depends on whether the client already has a Facebook ad account, if you want to use your own ad account, or if you want to grant access to the client's ad account within your Facebook Business Manager.

Scenario 1: Client already has a Facebook Ad Account

If your client already has a Facebook ad account set up, they can simply provide you with their login credentials. You can then access their ad account and run ads on their behalf. This approach is convenient if the client is comfortable sharing their account details with you.

Scenario 2: Using your own Ad Account

Another option is to use your own ad account within your Facebook Business Manager. However, this approach has its limitations. The client will not have direct access to the data, and there may be issues if you part ways in the future. It is essential to have a clear agreement and established procedures for sharing data and account ownership.

Scenario 3: Granting Access to Client's Ad Account

The recommended approach is to have the client set up their own ad account and grant you access as a partner or agency. This ensures transparency and allows the client to have full control and ownership of their data. It also allows for easy collaboration and sharing of audiences between accounts.

Requesting and Granting Access in Facebook Business Manager

In Facebook Business Manager, you can easily add and grant access to people, pages, ad accounts, and more. To add a person, click on "Business Settings" and select "People." Enter their email address associated with their Facebook account and assign their roles and permissions.

Likewise, you can grant access to ad accounts and pages by clicking on "Accounts" or "Pages" in the Business Manager settings. From there, you can add people and assign them roles and permissions. If you need access to a client's ad account or page, you can request access through their account ID.

Tips for Onboarding Clients

When onboarding clients to Facebook Business Manager, it is helpful to create a video or document guide that walks them through the process. This guide should include step-by-step instructions, relevant links, and a clear outline of the required information. By providing a comprehensive onboarding guide, you can ensure a smooth transition and minimize confusion.

It is also important to establish a clear line of communication with your clients. Encourage them to ask questions, provide feedback, and share their goals and objectives. Regular communication helps build trust and ensures that both parties are on the same page.

Conclusion

Facebook Business Manager is a powerful tool for businesses and agencies to streamline their Facebook ad management. By centralizing pages, ad accounts, catalogs, and pixels, it provides a comprehensive solution for businesses handling multiple assets. Whether you are managing multiple businesses or clients, Facebook Business Manager offers the control, access, and insights necessary for successful ad campaigns. Take advantage of this platform to optimize your Facebook ads and achieve your marketing goals.

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