Comprehensive setup guide for Facebook Business Manager (BM)

As a powerful tool, Facebook Business Manager (BM) not only helps organize and manage your business, but also provides a variety of functions to enhance advertising effectiveness and improve security. This article will introduce in detail the creation and setup steps of BM and some important precautions.

1. Create a business management platform

Create process

• Prerequisite: Have a Facebook personal account.
• Quantity limit: The same Facebook personal account can only apply for up to two BMs. If you need to create more, you should collaborate with other team members.
• Email requirements: You must use a company email address, and the suffix cannot be repeated.
• Authenticity of information: Provide true and valid company information, including but not limited to:
  • BM name: Named according to the name on the business license.
  • Company Address: The actual address of the company’s headquarters.
  • Website: The company’s official website.
  • Contact number: A valid company contact number.
  • Public homepage (fan page): Bind the official public homepage.

2. Set up business management platform

User permissions and management

• At least two administrators are required, and only employees within the company can join.
• Asset ownership should belong to the advertiser itself, and it is recommended to create related assets under BM.

Add people

• Administrators can invite users to join through BM and grant corresponding permissions. When inviting, you need to use your company email and select the appropriate user identity (such as employee or administrator).

Security Center

• All employees should turn on two-factor authentication to enhance account security. Supported authentication methods include authentication apps, SMS, and security tokens.

Ad account settings

• Opening an advertising account through an authorized agency is recommended, especially for novice sellers.
• The method to add an advertising account to BM is: enter BM Settings -> Account -> Advertising Account -> Add Advertising Account.

Data source management

• Pixel Code Installation is critical and can be done in two ways:
  1. Start from All Tools ->Incident Management Tools.
  2. Or directly from “Data Source”->”Pixel Code”.

The installation process involves naming your Pixel, choosing how to install it (manually or through a partner), and linking your Shopify account. The specific operations are as follows:

1. Select “Web Page” on the “Associated Data Source” page;
2. Select “Facebook Pixel” and give it a name;
3. If you are not familiar with code, select “Use a Partner” to connect to your Shopify account;
4. For users who are familiar with the code, you can choose “Manually install the code”.

After completing the above steps, you need to enter the Pixel ID in Shopify and verify whether the setting is successful in BM.

3. Other important functions

• Brand Safety: Includes domain management and blacklist settings.
• Integration: Supports third-party management tool integration.
• Payment: Manage payment information.
• Security Center: Set up security measures such as two-step verification.
• Request: Process requests and invitations.

The above is a detailed guide to setting up Facebook Business Management Platform (BM). I hope it can help advertisers better manage their business and advertising activities.