Setup Your Facebook Business Assets

This article will walk you through how to set up your Facebook business assets for success. From creating a page, an ad account, a Business Manager, and transferring all your assets into the Business portfolio.

As Meta is updating its design and menus regularly, please follow their official help articles linked below.

Please note that ALL Facebook actions are taken from an INDIVIDUAL Facebook account. You can transfer those assets later on to your Business portfolio and assign other people to it.

1. Creating a Business Manager.

This will be your Business hub to host all your assets (accounts, pixels, domains, ..). Once created, you will be able to give access to other users to manage those assets.

https://www.facebook.com/business/help/1710077379203657?id=180505742745347

2. Creating a New Facebook Page.

If you already have a page, skip to step 3.

https://www.facebook.com/business/help/730549620744740

3. Linking your Facebook Page to your Business Manager.

If you created your page using step 2, your page is likely already linked to your Business Manager.

https://www.facebook.com/business/help/720478807965744?id=420299598837059

4. Creating a New Ad Account.

If you already have an ad account, skip to step 5.

https://www.facebook.com/business/help/910137316041095?id=420299598837059

5. Linking your Ad Account to your Business Manager.

If you created your ad account using step 4, your ad account is likely already linked to your Business Manager.

https://www.facebook.com/business/help/910137316041095?id=420299598837059

6. Make sure your Billing information is up to date.

Meta will not allow the ad creation process until there is a valid payment method in the account.

https://www.facebook.com/business/help/186479762762437

7. Creating an Instagram account (Optional)

Instagram is part of the Meta ecosystem. Having both linked is not mandatory but highly recommended.

https://help.instagram.com/155940534568753

8. Link your Facebook Page and Instagram Account (Optional)

Instagram is part of the Meta ecosystem. Having both linked is not mandatory but highly recommended.

https://www.facebook.com/business/help/connect-instagram-to-page

Here are some screenshots example of the final result.

A business account.

Your Facebook page linked to your Business Account

Your ad account linked to your Business Account.

Your Instagram account linked to your Business Account. (Optional)