Step-by-Step Guide: How to Set Up a Facebook Ads Account
How to set up a Meta Business Portfolio
Before creating a Meta ad account, you must set up a Meta Business Portfolio. This overarching name houses all your business assets on Meta platforms.
Here's how to get started:
1. Go to Meta Business Suite by following this link: business.facebook.com. Then, click on the ‘Create a Business Portfolio’ button.
2. Enter your details, like your business name, name, and email address, to set up your account. Your Business Portfolio will be your central hub for managing key business assets like Pages and ad accounts. Click ‘Create’ afterward.
🛎️ This is also a great time to create an Instagram business account if you haven’t already. A professional account helps boost brand awareness, engage your audience, and drive sales—you can sell directly on the platform with an Instagram Shop.
3. This page requires you to add your business details. Scroll further down to confirm your email address as well.
4. Navigate to the Security Center on the left side panel to ensure your business is verified.
5. Look for the ‘Start Verification’ button. Verified accounts are less likely to face random campaign blocks or account bans, making it a strategic move for businesses. For security purposes, Meta requires Business Portfolios to use two-factor authentication. Follow the prompts to set this up. On the right-hand side, you can add another admin to help if you get locked out of your account.
Connect your Facebook Page to the Business Portfolio
Once your Meta Business Portfolio is set up, the next step is to ensure your key assets, like your Facebook Page, are linked to it. This connection is essential for running ads and managing your campaigns effectively:
1. It’s time to add your Facebook Page. On the left-side panel, navigate to 'Pages.'
2. Tap the '+Add' dropdown menu and then select 'Add an existing Facebook Page' to link your Facebook Page. If you’re an agency, you must request access to your client’s Page. Select the third option if you need to create a new Facebook Business Page. Click 'Next' afterward and follow the steps from there.
Connect your Instagram account to the Business Portfolio
1. Scroll down to ‘Instagram accounts’ in the same left-side panel menu.
2. Click ‘+Add’ and enter your Instagram login credentials. After logging in, the Instagram account will move to your Business Portfolio.
How to create a Meta ad account
Now that you’ve connected your Facebook Page and Instagram account to your Business Portfolio, it's time to create your Meta ad account. Here's a step-by-step guide:
1. In the Business Portfolio, go to ‘Ad accounts’ under the ‘Accounts’ section. Tap ‘+Add’ to add a new ad account.
2. Select the ‘Create a new ad account’ option.
3. Assign a name to your ad account, select the appropriate time zone, and choose your preferred currency. Be sure to select the correct time zone and currency. These settings cannot be changed later without closing the account and starting a new one. Tap ‘Next’ when done.
4. Indicate who you are using this ad account for, be it your business, another business, or a client. Then, click ‘Next.’
5. Accept the terms and conditions, then click ‘Create ad account.’
6. You'll need to set up payment information before you can run ads. Go to ‘Billing & payments’ on the left-hand side panel.
7. Click ‘Add payment method’ and follow the steps to add your credit card and other payment details.
Set up Meta Pixel and Conversions API
The Meta Pixel and Conversions API are essential for tracking actions people take on your website after seeing your ads:
1. In Business Portfolio, go to ‘Data Sources’ > ‘Datasets’ in the left-hand menu.
2. Once you’ve clicked either tab, tap ‘+Add’ to create a new Pixel.
3. Name your Pixel (typically your business name). Click ‘Create’ to proceed.
4. You should now be looking at the new Pixel in your Business Portfolio. Click on the Pixel name.
5. Next, we connect business assets by tapping on ‘Connect assets.’
6. Click on ‘Other business assets.’
Granting Access to Transform Digital
If you're working with us as the marketing partner, you'll need to grant us access to your assets.
1. Go to the ‘Assign Partner’ section in Facebook Business Manager.
2. Click the blue “Add” button next to the search bar.
3. Click “Give a partner access to your assets.”
4. Click the “Partner business ID” field and enter a partner’s business ID, you should received an email which contains Transform Digital Business ID.
5. That will send me an invitation in next 2 hours, once I accept it, you should see my name in Partner section.
6. Now you need to assign Ad accounts and Datasets to us, so click "assign assets".
7. Tick Ad accounts and Datasets, toggle all to "Full Control" so that we can access it. Click “Assign assets”.
If you find that you still can’t figure out how to add an agency partner to your Facebook Business Manager account, we get it! Please reach out to us to set up a consultation.
Step-by-Step Guide: How to Set Up a Google Ads Account
Here is a step-by-step guide on how to set up a Google Ads account, add a payment method and give us access to your account. (Please note that due to frequent updates to the Google Ads interface, the subsequent steps may vary slightly. If you encounter any discrepancies, please contact our support team for assistance.)
Step 1: Create a Google Ads account
1. Go to the Google Ads website (https://ads.google.com/home/) and click on the "Start Now" button.
2. Enter your email address and create a password, or if you already have a Google account, just log in.
3. Enter your business details, and add your website's URL.
4. No need to worry about adding more information now. Go ahead and click the "Skip" button.
5. Click "Next" Button.
6. Click the "Set up an account only" button to bypass all other settings.
6. In the next step, you can just fill in your business details such as billing country, time zone, and currency, and click "Submit" button. Now your Google Ads account is created!
Step 2: Add a Payment Method
1. Click on the "Billing" icon in the left corner of the page, then select "Billing Setup".
2. In the next step, you can just fill in your credit card details and click "Submit" button. Now your payment method is added.
Step 3: Add Transform Digital as an Admin.
1. Click on the "Admin" icon in the left corner of the page, then select "Access and Security".
2. Enter "transformdigitalnz@gmail.com" in Email section, then select "Admin", and click "Send Invitation" button.
Great job! Now that you've granted us admin access, we're ready to assist you with configuring your campaign.