Unlocking Your Business Potential: A Beginner’s Guide to Meta Ads in 2024

Imagine opening a physical shop. You’d spend time and effort selecting the location, decorating the space, and stocking your shelves. But even with all that work, your customer base would likely be limited to your local community.

Now, consider EasyLunchboxes, a Facebook Page with a staggering 271,000 followers. This isn’t an anomaly; millions of businesses are thriving online through platforms like Meta. In the age of AI and social media, having an online presence is no longer optional. It’s the key to reaching a wider audience and maximizing your business potential.

In Q1 2024, Meta’s advertising revenue reached a staggering $35.6 billion, up from $28.1 billion in the same period the previous year. This rapid growth speaks volumes about the effectiveness of Meta Ads as a powerful marketing tool.

So, are you ready to take your business online and unlock its full potential? This comprehensive guide will equip you with the essential knowledge and practical steps to navigate the world of Meta Ads. We’ll cover everything from creating your Facebook Page and Business Portfolio to setting up ad accounts, managing users, verifying your domain, and setting billing and payments for smooth operations.”

Note: Meta regularly updates its interface to enhance user experience. While the instructions in this article accurately reflect the platform at the time of writing, you may encounter slight variations in the layout or features. However, the core concepts and strategies remain applicable, ensuring you can still navigate and utilize Meta Ads effectively.

Let’s Open Your Online Shop on Facebook (A Business Page):

Imagine having a bustling online storefront where you can showcase your products and services to a global audience. That’s the power of a Facebook Page for your business.

Before you begin: Ensure you have a personal Facebook profile.

Creating your Page:
- Open the Facebook app or log in to Facebook on your computer.
- Click on “Pages” from the left and then click “Create New Profile or Page.”
- Select “Public Page” and click “Next.” Enter your Page name and choose a relevant category.
- Click “Create Page” and follow the prompts to complete your Page setup.
Customization:
- Add a profile picture and cover photo that represent your brand.
- Write a compelling bio that introduces your business and its offerings.
- Include essential information like contact details, location, and website.
- Invite friends and colleagues to like your Page to build your initial audience.

Want to Dive Deeper?

If you’d like a more visual walkthrough of the Facebook Page creation process, check out this helpful YouTube Tutorial.

Meta Blueprint – Your Meta Journey Companion

Meta Blueprint is a fantastic resource packed with in-depth information and tutorials for everything Meta Ads. We highly recommend exploring it as a reference for your journey into the exciting world of Meta Ads.

Congratulations, you’ve just opened your online shop on Facebook! Now that you have your virtual storefront up and running, it’s time to attract customers. In the next section, we’ll tackle creating a Business Portfolio, your central hub for managing all your Meta assets and launching powerful ad campaigns.

Think of Meta Business Manager (now Business Portfolio) as Your Online Business Command Center

Imagine managing all your Facebook Pages, Instagram profiles, and even WhatsApp accounts from one central hub. That’s the magic of Meta Business Portfolio. This powerful tool allows you to streamline operations, collaborate with team members, and unlock a treasure trove of advanced features for your online marketing endeavors.

In this section, we’ll guide you through the simple steps of creating your Meta Business Manager. Once set up, you’ll gain access to features like:

Precise Audience Targeting: Reach the right people with laser focus, maximizing your ad campaign effectiveness.
Retargeting Powerhouse: Re-engage website visitors and past customers, keeping your brand top-of-mind.
Pixel Perfection with conversions API : Track conversions and analyze data to optimize your campaigns for maximum results.
Saved Audiences: Build a library of targeted audiences for future campaigns, saving time and effort.
Lookalike audience: Expand your reach by finding new customers who share traits with your best-performing audience

By creating your Meta Business Manager, you’ll unlock the full potential of Meta Ads and propel your online presence to new heights. Let’s get started!

Step-by-Step Guide: Creating Your Meta Business Portfolio

Let’s navigate through the process of setting up your Meta Business Portfolio. Remember, you’ll need an existing Facebook account and be logged in to proceed.

1. Access Business Manager: Open a web browser and visit the following link, Meta Business Manager setup page. This will take you directly to the setup process.

2. Create Your Account: Click the “Create an Account” button.

3. Enter Business Details: Provide your business and account name, your name, and enter your business email address.

4. Review and Finish: Double-check the information you entered. If everything looks good, click “submit.”

Congratulations! You’ve successfully created your Meta Business Manager.

Confirm your business email address: You should receive an email from notification@facebookmail.com, which asks you to confirm your email address. Click the link (Confirm now) in the email to complete this step.

Complementary Resources: “Explore these resources for a visual and written perspective: YouTube tutorial and informative blog post.

Important Note on Account Restrictions:

In rare cases, your Meta Business Portfolio may be restricted. If this happens, you’ll receive an email notification from Meta outlining the reason and instructions for resolution. Typically, Meta will request verification documents like your passport or national ID card. Submitting the necessary documents through the provided link in the email should resolve the issue within 2-3 business days.

Optimizing Your Business Portfolio (BP):

Congratulations! You’ve created and confirmed your Meta Business Portfolio. Now, let’s optimize your BP for running successful ad campaigns.

Accessing Your Business Manager:

You can access your BM in 3 ways:

Confirm your business email address: If you received a confirmation email from notification@facebookmail.com, click the ‘Confirm Now’ link (after logging into Facebook). This will redirect you to the Meta Business Suite dashboard, Business Settings.
Facebook Ads Manager: Log in to your Facebook account and navigate to Ads Manager from the left. Click “All tools” from the menu on the left side. Next, click “Business Settings” from the shortcut.
You can directly go to *business.facebook.com/select* (if you have multiple BM accounts), otherwise just go to *business.facebook.com* if you have only 1 account, then click “Setting” and then “Business Manager” from options.

Business Information Update:

Once you’re in your Business Settings, locate and click on “Business Portfolio Info” from the left menu. Here, you can update your business information and view your allowed number of ad accounts within this BP.

Working with Users in Your Business Manager

Now that your business information is set, let’s explore the “Users” section within your Business Manager. This is where you’ll manage team members and grant them access to specific functionalities. Here, you’ll primarily use two options: People and Partners. There is another option, System Users, which is for pre-defined system users with limited functionalities within the BP.

Adding team members (people):

Effectively managing your Meta Business Manager often involves collaborating with others. The “People” section allows you to grant access to colleagues who will help you manage your business portfolio. Here’s a step-by-step guide on how to add team members:

Locate “People”: Navigate to the “Users” section in your Business Portfolio settings. You’ll see three options: people, partners, and system users. Focus on “people” when adding team members.
Invite Team Members: Click the blue “Invite People” button.
Enter email addresses: Add the email addresses of the people you want to invite to your BP.
Set Access Levels: Choose the appropriate access level for each team member. You can grant either “full access” for complete control or “partial access” with specific permissions.
Assign Assets (Optional): You can also choose to assign specific assets (like Facebook Pages or ad accounts) to each team member along with their access level. This allows you to grant them granular control over which tools they can use.
Send Invites: Once you’ve reviewed the details, click “Send invitation” to invite your team members. They’ll receive an email with instructions on joining your business manager.

Note: Assign only the level of access and permissions your team members need to perform their tasks effectively.

Adding Partners:

Working with external agencies or consultants on specific campaigns or projects can be highly beneficial. The “Partners” section within “Users” allows you to establish these collaborations and share relevant assets with your partners. There are two main ways to utilize the “Partners” functionality:

Giving a Partner Access to Your Assets: This allows your partner to work on your behalf, managing your Facebook Pages, ad accounts, or other assets.
Requesting Assets from a Partner: This enables you to request access to assets managed by another Business Manager.

Giving a Partner Access to Your Business Assets:

Navigate to “Partners”: Within your Business Portfolio settings, go to “Users” and click on “Partners.”
Select “Give Access”: Locate “Partner to share assets with” and click the “Add.”
Enter Partner Business ID: Provide your partner’s unique Business ID (they can share this with you).
Choose Assets and Permissions: Select the specific assets (Pages, ad accounts, etc.) you want to share and assign the appropriate access level for each asset (Full Control or Partial Access with specific tasks).
Save Changes: Click “Save Changes” to finalize the process. Your partner will receive an email notification and can then access the shared assets within their own Business Portfolio.

Important Note: Before adding a partner, ensure they have a Business Portfolio account and obtain their Business ID.

Requesting Assets from a Partner’s Business Portfolio:

In some cases, you might need access to assets managed by another BP. This could be an agency you’re working with or another business collaboration. Here’s how to request access:

Navigate to “Partners”: Within your BP settings, go to “Users” and click on “Partners.”
Locate “Partner to request assets from”: Click the “Add” button and click “Get started” on the following page.
Provide Partner Details: Enter your partner’s contact information (name, email) and their Business ID.
Specify Access Needs: Outline the type of assets you need access to (Pages, ad accounts, etc.) and the desired access level (Full Control or Partial Access with specific tasks).
Submit Request: Review your request and click “Send.” Your partner will receive a notification and can choose to approve, modify, or deny your request.

Managing Partner Requests:

Once you submit a request, your partner will receive a notification and can take the following actions:

Approve: Grant you access to the requested assets with the specified permissions.
Modify: Provide access to some of the requested assets with adjusted permissions.
Deny: Decline your request for access.

You’ll receive a notification about your partner’s decision, and you can always check the status of your request within the “Partners” section.

Key Points to Remember:

Only users with full control of your Business Manager can add partners.
Your partner must also have a Business Manager account.
Both parties need to know each other’s Business ID to establish a connection.

By understanding how to add partners and manage asset access, you can leverage external expertise and collaborate effectively with agencies, consultants, or other businesses to achieve your marketing goals.

Connecting Your Business Assets:

Now that you’ve explored the “Users” section and established your team, let’s delve into the “Accounts” section within the Business Portfolio. This is where you’ll connect all the essential assets that power your online presence and advertising efforts. The four key areas you’ll utilize most frequently are:

Pages: These represent your Facebook business Pages, which act as the foundation for building your brand community and running targeted ads.
Ad Accounts: This is where you can Add an Ad Account, Request Access to an Ad Account, or Create a New Ad Account as needed to streamline your advertising workflows.
Instagram Accounts: Connect your Instagram business profiles to your Business Manager to streamline ad creation and management for your Instagram audience.
WhatsApp Business Accounts: Integrating your WhatsApp Business Account allows you to connect with customers through WhatsApp messaging within your marketing strategy.

Additional Account Options:

While the four areas mentioned above are the most commonly used, Business Manager also offers two additional account options:

Business Asset Groups: This feature allows you to group related assets (Pages, ad accounts, etc.) for easier management and access control.
Apps: You can integrate external apps within Business Manager to extend its functionalities for specific marketing needs.

We’ll now explore each of these four core account types in detail, providing clear instructions on how to add and manage them within your Business Portfolio. This will ensure you have a solid foundation for launching and managing your marketing campaigns.

Adding Pages to Your Business Manager

Connecting Your Facebook Pages:

Your Facebook Pages are the foundation for building your online community and running targeted ad campaigns. The “Pages” section within “Accounts” allows you to connect your existing Pages to your Business Manager for centralized management. Here’s how to add a Page you already own:

Adding an Existing Page (Add a Page):

Navigate to “Pages”: Within your Business Manager settings, go to “Accounts” and select “Pages.”
Click “Add”: Locate the “Add” button and click on it.
Choose “Add a Page”: A dropdown menu will appear. Select “Add an existing Facebook Page” to connect an existing Page.
Enter Page Name or URL: In the designated field, type the name of your Facebook Page or paste the Page URL and click “Next.”
Click “Claim Page”: Review the details and agree to Meta’s policies. Click “Claim Page” to complete the process. Note: If the selected Page is linked to an Instagram account, you’ll see the option “Claim Page and Instagram” to seamlessly connect both.

Important Notes:

You must be an administrator of the Facebook Page you want to add to your Business Manager.
Adding a Page does not affect existing access permissions for users who were previously managing the Page.

Requesting Access to a Facebook Page

Collaborating on Existing Pages:

In some cases, you might need to manage ads or access insights for a Facebook Page owned by another business. The “Request shared access to a Facebook Page” option within “Pages” allows you to do just that. Here’s how to request access to a Page:

Submitting an Access Request:

Navigate to “Pages”: In your Business Manager settings, go to “Accounts” and select “Pages.”
Click “Add” and select “Request Shared Access”: Click the “Add” button and choose “Request shared access to a Facebook Page” from the dropdown menu.
Enter Page Name or URL: Type the Facebook Page name or paste the Page URL in the field and click “Next.”
Specify Permissions: Select the permissions you need (manage ads, view insights, etc.).
Click “Confirm”: Review the details and click “Confirm” to submit your access request.

The Approval Process:

The owner of the Page or the administrator with full control of the associated Business Manager will receive an email notification regarding your access request. They will then decide whether to approve, deny, or modify the requested access level.

Once your request is approved, you’ll be able to see the Page within your Business Portfolio with the designated access permissions.

Important Notes:

You must have a primary Page within your Business Manager before requesting access to another Page.
The owner of the Page determines the access level granted (manage ads, view insights, etc.).

Creating a New Facebook Page Directly Within Business Manager

Launching Your Brand on Facebook:

If you haven’t established a Facebook Page for your business yet, Business Portfolio offers a convenient way to create one directly within its interface.

Creating a New Page:

Navigate to “Pages”: Within your BP settings, go to “Accounts” and select “Pages.”
Click “Add” and Choose “Create a New Page”: Locate the “Add” button and click on it. A dropdown menu will appear. Select “Create a new Facebook Page” to initiate the process.
Provide Business Name: Enter the official name of your business for the Facebook Page.
Choose a Category: Select a category that best describes your business or organization. This helps Facebook personalize search results and recommendations.
(Optional) Add Bio: Briefly describe your business and its offerings in the Bio section. This will appear on your Page for visitors to learn more about you.
Review and Agree to Terms: Carefully review the information you’ve provided. Tick the box to confirm you agree to Meta’s terms and conditions.
Click “Create Page”: Once you’ve reviewed and agreed to the terms, click “Create Page” to finalize the process. Your newly created Page will now be listed within your Business Manager.

Important Note:

Creating a new Page here automatically adds it to your portfolio for easy management. You can also access your newly created Page directly from Facebook to complete the setup process.

Connecting Ad Accounts to Your Business Manager

Within the “Accounts” section of your Business Manager, you’ll find the “Ad Accounts” section. Here, clicking the “Add” button reveals three key options, similar to what you saw when adding Pages:

Create a new account: Don’t have an ad account yet? Create a new one directly within Business Manager for your business or a partner business.

Claim an existing ad account: Already have an ad account? Integrate it here to manage it alongside your other business assets within Business Manager.

Request to share an ad account (For Agencies or another Business): Need to manage a client’s ad account or another business? Request access here to collaborate seamlessly. The client or business retains ownership.

Creating a New Ad Account (Getting Started)

Need a fresh start with your advertising efforts? The “Create a New Ad Account” option allows you to establish a new ad account directly within your Business Portfolio.

Important Notes:

Once created, a new ad account becomes a permanent part of your chosen Business Manager portfolio. Deletion or transfer to another portfolio is not possible.
Closing an ad account doesn’t remove it from your portfolio. Closed accounts still count towards your overall ad account limit.

Steps to Create a New Ad Account:

Navigate to “Ad Accounts”: In your Business settings, go to “Accounts” and select “Ad Accounts.”
Click “Add” and select “Create a New Ad Account”: Click the “Add” button and choose “Create a new ad account” from the dropdown menu.
Enter Account Details: Provide a name for the ad account, select your time zone, and choose the billing currency. Click “Next” to continue.
Choose Business Portfolio and click “Next”: Indicate where the new ad account will be used:
- My Business: Select this if the account is for your business.
- Another Business or Client: Choose this if the account is for a partner’s business.
Review and click “Create Ad Account”: Agree to Meta’s policies, then click “Create Ad Account” to finalize the process.

Additional Note:

Assigning access to users can be done later through the “People” or “Ad Accounts” tabs within Business Settings.

Claim an existing ad account

Important Notes:

Adding an ad account essentially moves it permanently into your Business Manager. Deletion or transfer to another portfolio is not possible after adding it.
Closing an ad account doesn’t remove it from your portfolio. It will still count towards your overall ad account limit.

Adding Limitations: There are a few scenarios where adding an ad account might not be possible:

You lack full control of the Business Manager portfolio.
The ad account already resides in another Business Portfolio (an ad account can only belong to one). In this case, requesting access is the alternative.
You’ve reached your ad account limit (this limit increases with your advertising spend).

Steps to Add an Existing Ad Account:

Navigate to “Ad Accounts”: In your Business settings, go to “Accounts” and select “Ad Accounts.”
Click “Add” and select “Claim an Existing Ad Account”: Click the “Add” button and choose “Claim an existing ad account” from the dropdown menu.
Enter Ad Account ID: Enter the ad account ID in the field provided and click “Next.”
Review and click “Claim Ad Account”: Review the details, agree to Meta’s policies, and click “Claim Ad Account” to complete the process.

Ownership and Approval:

If the ad account belongs to someone else, they’ll need to approve your request to add it to your Business Manager before you can access or use it.
If you’re the owner, no approval is required.

Requesting Access to an Ad Account (Collaboration)

The “Request to share an ad account” option comes in handy when you need to manage ad campaigns for a client or collaborate with another team. Here’s how it works:

Steps to Request Access:

Navigate to “Ad Accounts”: Within Business settings, go to “Accounts” and select “Ad Accounts.”
Click “Add” and Choose “Request to share an ad account”: Locate the “Add” button and click on it. A dropdown menu will appear. Select “Request to share an ad account“.
Enter Ad Account ID: In the designated field, enter the ID of the specific ad account you need access to. Then, click “Next.”
Choose Access Level: Specify the level of access you require: “Partial Access” allows you to select specific tasks you’ll be working on, while “Full Control” grants full management capabilities.
Click “Confirm” to Send Request: Review the information and click “Confirm” to send your request to the ad account owner.

Approval Process:

The owner of the ad account or someone with full control of the associated Business Portfolio will need to approve your request before you can access or use the ad account.
If you’re the owner of the ad account or have full control of the Business Portfolio it resides in, approval is not required.

Alternative Approach:

If the ad account belongs to a Business Portfolio, you can contact someone with full control of that Portfolio and request access. They can navigate to the “Ad Accounts” tab, click “Assign Partner,” and enter your Business Manager ID to grant you access.

Collaboration Made Easy:

By utilizing the “Request to share an ad account” option, you can streamline collaboration with clients and teams, ensuring seamless management of ad accounts within your Business Portfolio environment.

Adding Your Instagram (Professional) Account and Assigning Access in Business Manager

Similar to other assets you manage within Business Manager, you can seamlessly integrate your Instagram business account. This centralized platform allows you to assign people, partners, and ad accounts associated with your Business Manager to your Instagram account.

Here’s a simplified guide to navigate the process:

Adding Your Instagram Account:

Open Business Settings: Within your Business Portfolio dashboard, locate and click on “Business Settings.”
Access Instagram Accounts: Navigate to the “Accounts” section and click on “Instagram Accounts.”
Click “Add” and Connect: Locate the blue “Add” button and click on it. Choose “Claim Instagram Account” from the options.
Enter Credentials: Provide your Instagram username and password. A security code might be sent to your linked phone number or email for verification purposes.
Optional: Assign Ad Accounts/Pages (Skippable): You’ll have the option to select ad accounts and Pages you want to associate at this stage. Click “Finish” to confirm, or “X” to skip for now.

Connecting Ad Accounts (Optional):

If you want to connect your Instagram account to specific ad accounts for running campaigns, follow these steps:

Go to Business Settings Again: Navigate back to “Business Settings” within your BP.
Access Instagram Account Settings: Click on “Accounts,” followed by “Instagram Accounts.”
Select Your Instagram Account: Choose the specific Instagram account you want to connect.
Manage Connected Assets: Click on “Connected Assets” and then “Assign Assets.”
Choose and Add Ad Account: Select the ad account you want to link and click “Add.”

Assigning Partners (Optional):

If you collaborate with marketing agencies or other businesses, you can grant them access to your Instagram account through Business Manager:

Navigate to Business Settings: Once more, head over to “Business Settings” within your BP.
Access Instagram Account Settings: Click on “Accounts,” followed by “Instagram Accounts.”
Select Your Instagram Account: Choose the Instagram account you want to manage access for.
Assign Partner Permissions: Click on “Partners” and then “Assign Partners.”
Grant Partner Access: Enter the partner’s Business Manager ID (you can obtain this from them) and click “Next.”
Assign Permissions: Select the specific tasks you want the partner to be able to perform on your Instagram account and click “Add.”

Assigning People (Optional):

Business Manager empowers you to assign permissions to team members who manage your Instagram account:

Navigate to Business Settings: Once more, head over to “Business Settings” within your Business Manager.
Access Instagram Account Settings: Click on “Accounts,” followed by “Instagram Accounts.”
Select Your Instagram Account: Choose the Instagram account you want to manage access for.
Assign People Permissions: Click on “Assign People.”
Grant Permissions: From the left-hand side, select the person you want to grant access to. Then, toggle on the specific tasks you want them to be able to perform, such as creating content, managing community activity, or viewing insights.
Finalize Access: Click “Assign” to finalize the permissions you’ve designated.

By following these streamlined steps, you’ll successfully connect your Instagram account to Business Manager, establish connections with relevant ad accounts if needed, and assign access permissions to your team members, creating a centralized hub for managing your Instagram marketing efforts.

Connecting Your WhatsApp Business Numbers to Business Manager

Similar to other assets you manage within Business Portfolio, you can now seamlessly integrate your WhatsApp Business phone numbers. This functionality allows you to connect these numbers to ad accounts or partners associated with your Business Manager portfolio.

Here’s a simplified guide to connect your WhatsApp Business numbers:

1. Access Business Settings: Within your Business Manager dashboard, locate and click on “Business Settings.”

2. Navigate to Accounts: In the settings menu, click on “Accounts.”

3. Add Your WhatsApp Numbers:

Find the “WhatsApp Accounts” section and click on it. Here, you can add the phone numbers associated with your WhatsApp Business apps.

Adding a Payment Method

You’ve successfully added your ad account to Business Manager. Now, it’s time to establish a payment method that will allow you to run ads through this account. Meta Business Manager offers two primary options for adding payment methods:

Add a payment method directly to your Business Manager: This method allows you to set a central payment source for all ad accounts within your Business Portfolio.
Add a payment method to a specific (existing) ad account: This option provides flexibility if you intend to use different payment methods for various ad accounts within your Business Portfolio.

Add a payment method directly to your Business Manager:

To achieve this, follow these steps:

Navigate to Business Settings: Within your Business Portfolio dashboard, locate the “Business Settings” tab and click on it.
Access Payment Settings: Once in the settings, find the “Billing & Payment” section and click on it. This will direct you to a dedicated page for managing your payment methods.
Add Your Payment Method: Locate and select the “Payment Method” section. Locate Add Business Payment Method and click on the option, “Add.” Note: Ensure you have financial editor access to the account.
Select Payment Details: A pop-up window will appear. Carefully choose your country, currency, and preferred payment method (debit card, credit card, or other supported options). Click “Next” to proceed.
Complete Payment Information: Enter your payment information accurately, following the on-screen prompts. Once complete, click “Save” to finalize the process.

By following these steps, you’ll successfully add a payment method directly to your Business Manager. This establishes the chosen payment source as the default for all connected ad accounts within your portfolio.

Adding a Payment Method to a Specific Ad Account

The option to add a payment method directly to a specific ad account offers flexibility if you manage multiple accounts within your Business Manager portfolio and intend to use different payment sources for each. Here’s how to achieve this through two convenient methods:

Method 1: Adding a Payment Method via Business Portfolio Settings

Navigate to Business Settings: Within your Business Portfolio dashboard, locate the “Business Settings” tab and click on it.
Access Billing & Payment: Once in the settings, find the “Billing & Payment” section and click on it.
Select Ad Account: Within the “Billing & Payment” section, locate the “Accounts” tab and click on it. This will display a list of your ad accounts.
Choose the Target Account: Carefully select the specific ad account you want to add a payment method to.
Manage Payment Methods: Locate the “Payment Methods” section for the chosen ad account. Click on the option to “Add Payment Method“.
Finalize Payment Details: A pop-up window will appear. Select your preferred payment method (debit card, credit card, or other supported options) and provide the required information accurately. Click “Next” to proceed, then “Save” to finalize the process.

Method 2: Adding a Payment Method Directly in the Ad Account

Navigate to Business Settings: Within your Business Portfolio dashboard, locate the “Business Settings” tab and click on it.
Access Ad Accounts: Once in the settings, click on the “Accounts” tab and click on the “Ad accounts.” This will display the list of your ad accounts.
Select the Target Account: Locate the specific ad account you want to add a payment method to and click on it.
Open Payment Method Settings: In the top right corner of the ad account page, you’ll find a dropdown menu next to the “Open in Ads Manager” option. Click on it and select “View Payment Methods”. This will open the payment settings for the chosen ad account.
Add Your Payment Method: Click on the option to “Add Payment Method”.
Finalize Payment Details: A pop-up window will appear. Select your preferred payment method (debit card, credit card, or other supported options) and provide the required information accurately. Click “Next” to proceed, then “Save” to finalize the process.

Note: Once your payment method has been successfully added to the ad account, you’ll be able to view your payment threshold, monthly billing date, and daily spending limit (which will increase as you utilize the account for ad campaigns).

Verifying Your Domain in Business Manager

Verifying your domain in Meta Business Manager offers several advantages, particularly if you have a website for your business. It empowers you to manage link editing permissions, simplify Page management, and unlock features like selling on Facebook commerce surfaces.

Here’s how to verify your domain (choose the method that works best for you):

1. Adding a Meta Tag:

Locate “Domains” within the “Brand Safety” section of your Business Settings.
Click “Add” to add a new domain. Enter your domain’s root address (e.g., website.com, not www.website.com).
Copy the provided meta tag and paste it into the <head>… </head> section of your website’s homepage HTML code. Publish the page.
Verify the meta tag’s presence by viewing your website’s root domain’s HTML source.

2. Uploading an HTML File:

In your Business Settings, download the provided HTML verification file.
Upload this file, without any modifications, to your domain’s root directory.
Return to Business Settings and confirm the verification code’s presence on your website.

3. Updating Your DNS TXT Record:

Access your domain registrar’s website and log in.
Locate the DNS records section.
Copy the TXT record provided in your Business Settings.
Following your domain registrar’s instructions, add the TXT record to your DNS configuration.
Use a DNS TXT lookup tool to confirm the record’s update across your servers.
Click “Verify Domain” within your Business Settings.

Remember: Once verified, you can safely remove the meta tags, HTML files, and DNS TXT records without affecting your verification status.

By following these steps, you’ll gain control over who can edit links to your domain in Meta ads. This ensures only trusted partners represent your brand, safeguarding its image and message.

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

Conclusion

Thank you for reading through this guide on setting up and managing your Business Manager account. By following these steps—from creating your Page and Business Manager to setting up essential information and verifying your domain—you now have the foundational tools to efficiently manage your business. This process not only simplifies account management but also ensures you’re fully prepared to handle ads, payments, and user permissions seamlessly.

If you encounter any issues or need additional guidance, especially with recovering a restricted Business Manager or assistance with Meta and Meta ads, don’t hesitate to reach out. I’m always here to support you on your path to success with Meta.

Thank you once again!