Meta Business Suite
Setup
In this post,
you’re going to learn how to set up and use the Facebook business suite, AKA the
Meta Business Suite. So the first thing you're
going to need to do is head over to business.facebook.com.
If you're logged out of Facebook, you should see a screen that looks like this.
If you're logged in, you’ll have a create account button in the top right corner.
So either way
click create account, it's going to ask me to log in. So I'll go ahead and log in with my Facebook
information. And now that I'm logged
in to Facebook, I, you can see I've got the option here to click create account. So you want to click create account, enter the
name of your business, whatever you want to call it in Facebook.
So I'll just
call it something like Andrew's business and then your name, and then enter your business email. Then click
submit. Once you do that, you'll need to
head over to your emailing box. Whichever
email you use to sign up, find the email
from Facebook and make sure you verify your email address.
If you don't
do that, there's limited functionality. So do that next. Now, once you verify that email address, it should send you over to a screen that looks
something like this. Now, if it doesn't look
like this,
business.facebook.com
Just type business.facebook.com
in your browser hit enter, and it should bring you to this screen. Now,
obviously there's not much here at the moment, but there will be soon. So we're goanna do is take a look at my own business
suite account so you can get a feel for what this tool actually does end where
everything is.
So business suite
is a unified tool that brings together all of the different assets you have under the Meta brand things like
Facebook pages, Instagram pages, WhatsApp
accounts, Facebook ad accounts, and pixels,
and anything else that exists within meta that your business owns.
And so you'll
see, when you log into business suite, you
have things like a to-do list that shows all of your MES from different platforms like Facebook messenger, Instagram messenger, it shows your recent posts across all of those
different platforms like Instagram and Facebook.
And over on the left, we’ve got a menu that shows us all of our different unified
notifications.
So notifications
from Facebook and Instagram, for example,
and if we click on inbox, it actually
brings together all of our different inboxes,
like the Facebook messenger, Instagram direct Facebook comments, Instagram
comments, and you can see all of those along the top as well.
And then if we
go back to the menu, we can look at posts and stories. And again, these are published posts across all of the different
platforms inside meta. Now the next thing
is actually one of the more useful features here, and that's the planner.
Planner
This is where
you can go in and schedule posts across those different platforms. So there was a time when in order to schedule
post, any real option was to go and use third
party scheduling tools. But now the meta
business suite actually allows you to schedule posts across Facebook and Instagram and do it pretty well. There are still some things that are lacking, but overall it's a pretty good scheduler. And the last thing to look at here is insights.
Insight
So the insights
screen gives you insights into the performance
of your most recent post. So you can
see things like how many people those posts reached and a bunch of other statistics about how your organic content
is performing. But now let's go back to the
new account and look at how to actually set it up. So you've got something like this for yourself.
The first thing
you'll need to do in your business suite account is actually bring in some of those assets, namely Facebook
page, Instagram account, and then people,
if you've got. People on your team, this is where you could manage them and their
access to your different business assets as well.
So the first
thing we'll do is go down to the settings menu in the bottom left hand corner. So click settings, you should see
something like this. The only person in my
account at the moment is me because it's a brand new account and you can see in the menu on the left, we've got a bunch of different options. So the first thing I would do is click on business
assets and have a look at what assets you've
got.
As you can see
here, I've got an ad account and some pixels
added in already, but you are going to want
to start by adding in, at a minimum your
Facebook page. So let's do that by clicking
add assets in the top right hand corner.
We'll choose Facebook page. Now you've got a few options here.
You can create
a new Facebook page. If you don't have a business page already, you would click create a new one and you would
set one up for your business. If you do already
have one that you own that belongs to your business, then you want to claim that existing business
page to bring it into business suite.
If you want to
get access to somebody else's business page, for example, if you're an agency and you need to get access
to a client's page, then you would request
access. In this case, I'm gonna claim my
own business page. I'm gonna type in my name
here because that's the name of my page.
Find the page
name, click it and click next. Okay. I can go down here. Agree to the terms, claim the page and the Instagram
account. So it's actually claimed my Instagram
account at the same time, because my Instagram
account was linked to my Facebook page in order to bring that Instagram account, it's asking me to log
in. So I'll go ahead and click log in because
I was already logged into my Instagram account
in this browser it's already gone through and log in.
It might ask
you to enter your name and password for Instagram, though, if you're not already logged in and then once
that's done, you can just click on done.
Now you can see in my business assets list here, I've got the Andrew Hubbard Facebook page and
the Andrew
and Hubbard Instagram account, which
you should definitely follow. If you haven't already.
Now let's look
at what other assets, uh, we can add here.
So if we click on add assets, you can add a WhatsApp account. If you want
to, and you can add your ad accounts, commerce
catalogs. If you're in eCommerce and you've
got these products catalogs or other things
here.
So we'll click
on that and just have a quick look. If you're
in the app space, you can do that as well.
In business creative folders, business,
creative folders are just basically a folder full of media, like images and posts that you use for your business. But the thing we're going to focus on next is
adding an ad account.
And I've actually
gone back to my main business account to do this because it wouldn't let me add a new ad account. In the other
one, you click on add account and it's going
to give you the same three options that you
saw before. You can either create a new account. You can claim an existing ad account, or you can
request, share access to somebody else's
account.
Now, if you are brand new to Facebook ads and you don't
yet have a Facebook ad account, you would
choose create a new ad account. If you want
to claim an existing account, meaning you've
already got an ad account, but you just didn't
have business suite. Then you would click
claim an existing ad account to bring it in.
Now, if you're claiming an existing ad account, you
would click that. And it's going to ask you
for your ad account ID. The way to get that
is to go over to the Facebook ad manager,
grab the ID from either in the URL.
So you can see it's got account a C T equals and then a number that's your
account
ID.
It's not your
business ID, or you can see it here in this dropdown. It's got the B ID here. So you'd click the dropdown, grab the ID from
there. I'm just gonna grab it for this example
from here, take it back across, drop the
ad account in here and click next. Now that's going to say, would you like to claim it?
Uh, it's going
to confirm you tick the box, you click claim
ad account, and that will bring that ad account
into your business suite. Now, if you're
watching and you don't have an ad account,
you would simply click create a new ad account, choose a name, select a time zone and a currency, but be careful
what you choose here. Make sure you choose
a time zone and a currency that are correct,
and that you'll want to stick with because you can't change these after the fact.
So choose the
correct time zone and choose the currency that you want to use on an ongoing basis, because you're not going to
be able to reverse that decision. So you
just give your account a name, so select a time zone, select a currency hit. Next. It's going to ask
you to confirm again,
click that and
you would click create ad account, and then
you would have a brand new ad account to use with your business. And it'll already be added to the Facebook business
suite. So at this point, let's look at how
we assign access to ourselves or our team members within the business suite.
So with each
of these assets, you'll see here, we've got
people with full control and people with partial access, two different columns, and it shows you in each
column, how many people are actually assigned. And so what we can do is we can choose who within
our team, if you've got team members gets
access to the page, to the Instagram account,
to the ad account, to the pixels and any other asset, let's use the Facebook page.
As
an example, if I click on this, I can
see that it says I need to review the people.
So it's giving me a warning here, as well as clicking on page access, which allows me to see exactly who it is that
has access.
And if I want
to add people, I can click on add people. You can see, I can select the people who are within my business
right here, and I can turn on and off the
options depending on what level of access I want to give that person. So if I want to add new people
to the business, I would simply go to people.
I can click add
people. And here's where you would add these
new people. So you would enter their email
address, whatever they email address they
use for Facebook, enter their email address,
and you can choose whether you wanna give them employee access or admin access.
Once you do that,
they'll enter into your people list here,
and then you can go back to assets and you can assign those people to the different assets. Once you've got those business assets inside of
your business and you've assigned whatever
access you want to those assets.
The next thing
to do is click on more business settings.
And this is actually going to bring you somewhere that might look familiar
if you are used to the Facebook business
manager, but these are the essentials that
you should do whenever you're setting up a new
business suite account. The first
thing I recommend doing is going down to business info.
And actually
entering all of your business information here.
So you can see we've got things like address tax IDs and a bunch of other
things go through and set those up. And I highly highly recommend you turn on two
factor authentication and set that up as
well, because it is really common for business
suite accounts and Facebook accounts to get
hacked.
And one of the
easiest ways to improve your security overall is with two factor authentication. So make sure you set that up as
well. You'll also see there's a dropdown
box here where it says everyone it's got no
one admin admins only, or everyone. I recommend you set it to everyone, which means that anyone that you add to your business
via the business suite and you give access
to different assets is going to be forced to also use two factor authentication that dramatically reduces
your risk again, of getting hacked,
Because it means
if you assign somebody access to your business assets, like your Facebook page or Instagram account, and you reduce the chance of them getting their
account hacked and the hacker getting access
to your business assets via people in your team or people you've given access to. Once you've done that,
I recommend heading
over to payment methods next and adding a payment method. So you can see here, we've got ad payment method. That's going to allow you to add either a credit
card or a PayPal account to pay for your
ads.
Now you'll notice
there's some repetition inside of this advanced settings menu as well. So if we go to things like accounts,
pages, that's simply going to show us the
pages that we added in the previous section.
And we can see
all of our other assets in these different menu items here as well. So once you've gone through all of those
steps, you should have something that looks
like the Facebook business suite that I showed
you at the start of this post. And once you've done that, there are two more really
important steps to do next.
So I recommend
making sure these are the next things you do. First of all, make sure you verify your domains. There's a
post here on that second. Make sure you verify
your business with Facebook. And there's
a post right here that will show you how to do that. Hope you've enjoyed this one. See you next time.
LEARN MORE
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