#14 Creating and Configuring Ad Accounts

?Setting Up Ad Accounts: Creating and Configuring Ad Accounts in Meta Business Manager

Setting up and configuring an ad account in Meta Business Manager is a crucial step for businesses that want to run effective advertising campaigns across Facebook, Instagram, and other Meta platforms. By creating a dedicated ad account, businesses can manage their advertising efforts, set budgets, track performance, and ensure proper billing. Whether you’re a small business just starting with online advertising or a large organization managing multiple campaigns, setting up an ad account correctly is essential for success.

This article will guide you through the process of creating and configuring ad accounts in Meta Business Manager, from setting up the basics to managing billing and permissions. By the end, you’ll have a fully functioning ad account ready to launch your first campaign.

?What is an Ad Account in Meta Business Manager?

An ad account in Meta Business Manager is where you manage your ad campaigns for Facebook, Instagram, Messenger, and the Audience Network. It’s the foundation of your advertising efforts, as it allows you to:

- Create and run ads on various platforms.

- Manage budgets and billing for your campaigns.

- Assign roles and permissions to team members or agencies.

- Track ad performance through analytics and reports.

Each ad account can be linked to a business or a client, depending on your needs. For businesses that manage ads for multiple clients, it’s common to have several ad accounts within one Business Manager setup.

?Why Set Up an Ad Account?

Setting up an ad account is essential for any business that wants to advertise on Meta’s platforms. Some of the key benefits of creating an ad account include:

1. Organized Ad Management: Ad accounts allow you to keep campaigns, budgets, and billing information separate for each business or client. This is particularly useful for agencies or businesses running multiple campaigns simultaneously.

2. Control Over Budget and Billing: By setting up an ad account, you can control the spending limits and payment methods for each campaign. This ensures that you don’t exceed your advertising budget.

3. Ad Performance Tracking: Ad accounts provide detailed insights into how well your ads are performing, allowing you to adjust your campaigns based on data and maximize return on investment (ROI).

4. Role-Based Permissions: Within an ad account, you can assign specific roles to team members, such as ad managers, advertisers, or analysts. This ensures that everyone has the right level of access to perform their tasks efficiently.

?How to Set Up an Ad Account in Meta Business Manager

Let’s go step-by-step through the process of creating and configuring an ad account in Meta Business Manager.

?Step 1: Access Meta Business Manager

To begin, log into your Meta Business Manager account at business.facebook.com . You need to have admin access to the Business Manager account to create an ad account. If you don’t have a Business Manager account set up yet, you can refer to the guide on creating a Meta Business Manager account.

?Step 2: Navigate to Business Settings

Once you’re logged into Meta Business Manager, navigate to the Business Settings section by clicking on the gear icon in the upper right-hand corner of the dashboard. This is where you can manage all your business assets, including ad accounts, Pages, and Instagram accounts.

?Step 3: Add an Ad Account

In the Business Settings panel, look for the Accounts section in the left-hand sidebar and select Ad Accounts. Here, you will see an option to add an ad account. You’ll have three options:

1. Add an Ad Account: This option is for adding an existing ad account that you or your business already owns.

2. Request Access to an Ad Account: If you’re managing ads for a client or partner, you can request access to their ad account without taking ownership.

3. Create a New Ad Account: This is the option you’ll use if you’re starting from scratch and need to create a brand new ad account.

For this guide, we will focus on creating a new ad account.

?Step 4: Provide Ad Account Details

After selecting Create a New Ad Account, you’ll need to provide some basic details about the account:

- Ad Account Name: Choose a name that reflects the purpose of the ad account, such as the business or campaign it’s associated with. This helps you stay organized, especially if you manage multiple ad accounts.

- Time Zone: Select the time zone where your business operates. Be mindful when choosing the time zone, as it will affect the scheduling of your ads and reporting data.

- Currency: Choose the currency you’ll use for billing. This currency will be tied to your payment methods and can’t be changed once the ad account is created, so ensure it aligns with your business’s financial needs.

- Assigning Business: Confirm which business or client the ad account will be associated with. If you’re managing ads for a client, ensure you select the right business entity.

Once you’ve filled out these details, click Next to continue.

?Step 5: Assign Permissions to Users

The next step is to assign roles to team members who will have access to the ad account. Meta Business Manager allows you to assign the following roles:

- Ad Account Admin: Full access to the ad account, including managing campaigns, billing, and permissions. Admins can also add or remove users from the account.

- Ad Account Advertiser: Advertisers can create and manage ad campaigns but don’t have access to billing settings or the ability to assign roles.

- Ad Account Analyst: Analysts have the ability to view ad performance and generate reports but cannot create or edit campaigns or manage billing.

Select the appropriate team members for each role and click Assign. You can add additional users later if needed by returning to the ad account settings.

?Step 6: Set Up Billing Information

With the ad account created, the next step is to configure billing. Every ad account must have a valid payment method on file to fund campaigns. Here’s how to set up your billing information:

1. Go to Billing Settings: From the Business Manager dashboard, navigate to Payment Settings under the Ad Accounts section.

2. Add Payment Method: Click Add Payment Method and choose from available payment options, such as a credit card, PayPal, or direct debit. Meta supports several payment methods depending on your region.

3. Set Billing Thresholds: Depending on your billing preferences, you can set up a billing threshold, which determines when Meta will charge you. For example, if your billing threshold is $500, Meta will charge your payment method when your ad spend reaches that amount.

4. Review and Confirm: After entering your payment details, review everything to ensure accuracy, then click Save.

?Step 7: Configure Ad Account Settings

Once billing is set up, there are several additional configurations you should consider to optimize your ad account:

- Business Info: Ensure that your business name, address, and contact details are correct in the ad account settings. This information will appear on invoices and billing statements.

- Tracking and Pixels: Set up the Facebook Pixel or Conversions API to track user interactions on your website. This is essential for conversion tracking, retargeting, and optimizing ad performance. You can create and install a Facebook Pixel from the Events Manager in Business Manager.

- Attribution Settings: Choose your preferred attribution window, which determines how Meta credits conversions to your ads. The default window is typically 7 days, but you can adjust it based on your campaign goals.

?Step 8: Launch Your First Campaign

Now that your ad account is fully configured, you’re ready to launch your first campaign. Go to Meta Ads Manager (accessible from the Business Manager dashboard) to create a new campaign.

Here’s a quick overview of the campaign setup process:

1. Select Your Campaign Objective: Meta offers various campaign objectives, such as brand awareness, lead generation, conversions, and traffic. Choose the objective that aligns with your business goals.

2. Define Your Audience: Use Meta’s targeting tools to define your audience based on demographics, interests, behaviors, and geographic location. You can also create custom or lookalike audiences based on website traffic or customer data.

3. Choose Ad Placements: Decide where your ads will appear, whether it’s Facebook Newsfeed, Instagram Stories, Messenger, or the Audience Network. You can use automatic placements for Meta to optimize delivery, or manually choose placements based on your strategy.

4. Set Your Budget and Schedule: Determine how much you want to spend on your campaign and whether you want to set a daily or lifetime budget. You can also specify a start and end date for the campaign.

5. Create Your Ad: Upload your creative assets (images, videos, or carousels), write compelling copy, and review your ad preview to ensure it looks perfect across all placements.

6. Publish: Once everything is set, click Publish to launch your campaign. Your ads will start running once they pass Meta’s ad review process, which typically takes a few hours.

?Best Practices for Managing Ad Accounts

To ensure your ad account remains in good standing and your campaigns are successful, follow these best practices:

1. Monitor Spending: Regularly check your ad account’s billing and payment settings to avoid unexpected charges. Set up spending limits if needed to control costs.

2. Assign Roles Carefully: Only grant admin access to trusted team members. Limit advertiser and analyst roles to individuals responsible for those tasks.

3. Track Performance: Use Meta Ads Manager’s reporting tools to monitor the performance of your campaigns. Analyze metrics like return on ad spend (RO

AS), click-through rate (CTR), and conversion rates to optimize future campaigns.

4. Stay Compliant: Adhere to Meta’s advertising policies to avoid account suspensions or ad disapprovals. Always review Meta’s guidelines before launching new campaigns.

?Conclusion

Setting up and configuring an ad account in Meta Business Manager is a fundamental step for businesses looking to advertise effectively on Facebook, Instagram, and other Meta platforms. By following the steps outlined in this guide, you’ll be ready to create campaigns, track performance, and manage billing with ease. Remember to assign roles carefully, monitor your spending, and optimize your campaigns based on data to achieve the best results from your ad account.