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Mastering Client Onboarding for Business Manager 2022

Published on: November 17 2023 by ItsKeaton

Mastering Client Onboarding for Business Manager 2022

Table of Contents

  1. Introduction
  2. Understanding Facebook Business Manager
  3. Setting Up Facebook Business Manager
  4. Organizing Business Manager with Multiple Clients
  5. Onboarding Clients to Business Manager
  6. Adding Admin Access to Facebook Business Page
  7. Managing Ad Accounts in Business Manager
  8. Collecting Ad Spend for Clients
  9. Creating Ad Accounts for Clients
  10. Benefits of Collecting Ad Spend Upfront
  11. Running Ads for Tech Savvy Clients
  12. Partnering with Tech Savvy Clients
  13. Conclusion

Introduction

Welcome to this guide on setting up and managing Facebook Business Manager for your social media marketing agency. In today's digital age, having a solid understanding of business manager is essential for effectively managing clients' social media marketing campaigns. Whether you work with local businesses or tech-savvy entrepreneurs, this guide will provide you with step-by-step instructions on how to set up and optimize your business manager for success. So, let's dive in and get started!

Understanding Facebook Business Manager

Before we delve into the setup process, it's important to understand the concept and functionality of Facebook Business Manager. Facebook Business Manager is a comprehensive tool that allows you to manage multiple Facebook Pages, ad accounts, and assets in one centralized location. It provides a streamlined workflow, improved collaboration with team members and clients, and enhanced control over ad campaigns. By utilizing business manager, you can efficiently oversee all aspects of your social media marketing agency.

Setting Up Facebook Business Manager

To set up Facebook Business Manager, you only need to create one business manager account. Avoid the common mistake of creating a separate business manager for each client, as this can lead to unnecessary complications and difficulties in managing multiple accounts. Instead, keep everything organized in one business manager, making reporting and ad management much simpler. However, if you want to maintain an extra level of safety, creating a second business manager as a backup is a viable option. But for most scenarios, one business manager will suffice.

Organizing Business Manager with Multiple Clients

To effectively manage multiple clients within your business manager, it's essential to establish a structured organizational system. The first step is to onboard your clients to the business manager. Keep the onboarding process as simple as possible by requesting admin access to their Facebook business page. As an admin, you have the necessary permissions to handle all social media marketing activities on their behalf. This eliminates the need for clients to navigate the complex world of business manager, enabling them to focus on other aspects of their business.

Adding Admin Access to Facebook Business Page

Once you have been granted admin access to your clients' Facebook business pages, you can easily add each page to your business manager account. Simply navigate to the Business Settings section and click on the Pages tab. From there, select "Add" and enter the name of the page you wish to add. As an admin, you have the privilege of automatically adding pages to your business manager. This allows for seamless management and organization of all client pages within a single platform.

Managing Ad Accounts in Business Manager

When it comes to ad accounts, it is recommended to use your own ad account rather than allowing clients to use their existing accounts. By using your ad account, you can ensure the integrity of your business manager and avoid any potential issues associated with client accounts. However, if clients express a desire to keep their data centralized, you can consider using their ad account with caution. In this case, make sure to thoroughly evaluate their account history and adherence to Facebook's ad policies. Additionally, consider collecting ad spend upfront to simplify the payment process and avoid any future complications.

Collecting Ad Spend for Clients

Collecting ad spend upfront is a recommended approach for managing client campaigns smoothly. By incorporating ad spend into your agency fee, clients have a clear understanding of the costs and can focus on other aspects of their business. This approach also allows you to accumulate credit card points by paying for ads on behalf of your clients. Consequently, you can benefit from cashback rewards while streamlining the entire payment process for your agency.

Creating Ad Accounts for Clients

Depending on your preferred method of handling ad spend, you can choose to either create a new ad account for each client or utilize a central ad account for all clients' campaigns. Both approaches have their advantages, but using one central ad account offers greater flexibility, data consolidation, and ease of management. By housing all clients' ad campaigns within a single ad account or a few regional ad accounts, you can effectively monitor performance, analyze data, and optimize campaigns for better results.

Benefits of Collecting Ad Spend Upfront

The practice of collecting ad spend upfront offers several benefits for both your social media marketing agency and your clients. Firstly, it simplifies the client's financial obligation, eliminating the need for separate billing and payment arrangements. Secondly, it enables you to efficiently manage and allocate ad spend across different campaigns. Additionally, collecting ad spend upfront helps build trust and transparency with clients, fostering a long-term partnership.

Running Ads for Tech Savvy Clients

If your agency specializes in working with tech-savvy clients, who have a sound understanding of Facebook's marketing tools, there are additional strategies you can incorporate. By partnering with these clients, you can gain access to their existing business manager accounts and collaborate on campaigns more seamlessly. This allows you to utilize advanced features such as custom audiences and precise targeting, enhancing campaign performance and delivering superior results.

Partnering with Tech Savvy Clients

To partner with tech-savvy clients who already possess business manager accounts, you can leverage the "Ask a Partner to Share Their Assets" feature within Facebook Business Manager. By requesting specific assets from your clients, such as custom audiences or campaign data, you can streamline your own processes and improve campaign targeting. Collaborating with tech-savvy clients in this manner ensures access to vital resources and optimizes campaign performance.

Conclusion

Facebook Business Manager is an indispensable tool for any social media marketing agency. By following the steps outlined in this guide, you can efficiently set up and organize your business manager for success. Remember to onboard clients by requesting admin access to their Facebook business pages, manage ad accounts carefully, and consider collecting ad spend upfront. Whether you work with local businesses or tech-savvy clients, business manager offers unparalleled control and efficiency in managing social media marketing campaigns. Embrace its capabilities to propel your agency to new heights.

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