Business Manager Flashcards
Who should use business manager?
- You’re a business with a marketing team
- You manage assets
- You use a 3rd party, like an agency or vendor
- You need control over access and permissions
- You need to keep your business secure
Agencies or vendors shouldn’t really create a Business Manager account
This is because it would make it more difficult for the client to regain control of the pages and accounts should they decide to switch agencies
Agencies can simply request access
The business admin
Creates the business manager account
After pages are imported into Business Manager
You will manage all of your pages from business manager instead of your Facebook account
The Business Manager Hierarchy
Business Manager Business Admins Permissions Pages Business Employees Ad Accounts
The hierarchy is supposed to mimic that of the organisational hierarchy
Business Manager Home Tab
Here you’ll find:
Security features
Pending requests
Ad accounts
Pages
Ad Account Overview Tab
Here you’ll find
Total Spend Total Impressions Reach Frequency CPMs
Activity Tab
Under this tab you can see recent role changes to everyone who has access to your Business Manager.
Create Your Business Manager
Ideally the person who will be the primary Business Manager admin should complete this set up, although it’s not required. In order to create and manage the account, the primary Business Manager admin needs access to:
Your company’s Facebook Page, in an admin role.
Ad account ID numbers for any business assets that should be included in the BM, such as ad accounts, Pixels, catalogs
Email addresses for the employees, co-workers and partners who need to be assigned roles on the account.
To add an Ad Account
Enter your Ad account ID number, and click Add ad Account. You can add additional ad accounts later by clicking Business Settings.
Adding an ad account moves it into Business Manager. Going forward, only your business will be able to assign permissions to this account. Once you’ve added an ad account in Business Manager, you can’t remove it.
Business Info
Here you can: Access your Business Manager ID Change security settings Manage notifications Update basic information such as the name of business and name and email of the primary account holder.
Brand Safety
Avoid showing your ads adjacent to controversial content by adding block lists at the Businesss Manager, ad account or campaign level.
To add block lists, click Brand Safety and select Block lists. For more detail about block lists and other brand safety tools, enroll in the Blueprint course Brand Safety Across the Facebook Family of Apps and Services.
Instances when you should create multiple business manager accounts
You should create multiple business manager accounts if your business:
- spans multiple regions and you need to receive invoices in multiple currencies, then create one Business Manager for each credit line/currency
- operates in a way that’s siloed, with limited transparency across lines of businesses (brands, divisions, regions), create one Business Manager for each line of business.
- has open transparency across lines of businesses, create one Business Manager and use Business asset groups to organize business assets for teams within a single business.
How to establish multiple Business Manager Accounts
If one of these instances applies to a business, to establish multiple Business Manager accounts, a regional structure can be set up for any global business that meets the following general criteria:
Agency has many clients
Agency Facebook team is large and disperse across clients
Agency has multiple offices
The Facebook agency team would help the agency set up a local Page structure for each office under the agency’s global Page. Each office would then create its own Business Manager account on top of those local Pages, as shown below:
Create an Account Structure in Business Manager
If you have a business-owned direct line of credit with Facebook that’s not shared with other Business Managers, your business can now set up new ad accounts using the self-service tool after a one-time set up. Please reach out to your Facebook representative to facilitate the set up.
Adding an ad account in Business Manager is a permanent action; once taken, it cannot be removed.
