META ONBOARDING

This checklist will walk you through the steps needed to create, and implement a new Meta Business Manager. This process should be gone through every time you take on a new client and need to build their Facebook marketing and paid ads from scratch.

We start with making sure all the basics are complete. This means ensuring there is a Facebook page, a business manager account, and validating tracking pixels are properly configured.

Finally, we will touch on best practices for building your campaign creatives and sending them to us.

1. Record Setup

Please fill out all fields below.

Start Date

Account name

Website

Email Address

Facebook Page

First Name

Last Name

SAVE & CONTINUE

2. Validate Facebook Page

Is there a Facebook Page?

YES NO

3. Create Facebook Page

If you prefer to read and apply, you can continue with the steps below.

‍Creating a Page is the first step in building a business and advertising successfully to an audience. To create a Page, first, go to facebook.com/pages/create. Next, choose a page type:

Make sure you already have your own private Facebook page so that you can log in with your credentials to prove your identity. Once you have selected your page type, fill in the required information:

Finally, click “Continue” and follow the simple on-screen instructions that will be provided.

NEXT STEP

4. Check if a Business Manager account is created

Is there a business manager account?

YES NO

5. Create Business Manager Account

If you prefer to read and apply, you can continue with the steps below.

Create a Business Manager account.

Business Manager is a free tool that Facebook provides to help you organize and manage your business. To get started, you need to be logged into your personal Facebook account because you will need this to create your Business Manager account.

Step one, go to https://business.facebook.com/overview and click “Create Account”:

Next, enter the required information in the boxes that subsequently pop-up on your screen.

(This includes your name, business and account name, business email, and other business details):

By pressing “Submit” you will be redirected to your new account.

NEXT STEP

6. Make sure Facebook ad account is created

Is there a Facebook ad account?

YES NO

7. Setup ad account

Create a Facebook ad account.

Having a Facebook Ad Account is a great way to advertise on Facebook and manage your ads. First, log into your Business Manager account and go into the Ad Accounts settings under the “Add New” tab.

The next step is to enter the name you want for your ad account and link it to an advertising profile. You will also want to select your time zone and currency:

You will then need to confirm that you just created the ad account by clicking “OK”. After you you click "OK" you will be taken to a confirmation page with a reminder to select a Payment Method.

NEXT STEP

8. Input payment method

You are required to set up a payment method for your new ad account. To do so, just go to the ad account you created and click “Add Payment Method”:

The payment method will be added to your Facebook account, secured and encrypted.

Then enter your payment details and you’re good to go.

NEXT STEP

9. Make sure Facebook pixel is setup

Is the Facebook pixel setup?

YES NO

10. Install Facebook Pixel

Install the Facebook pixel on your website.

‍The Facebook pixel is a tool tracking cookie that analyzes the actions people take on your website. The pixel supplies the data to help measure the effectiveness of your advertising. To create a Facebook pixel you will need to go to the Pixels tab in Events Manager, then click “Create a Pixel”:

Next, add the Facebook pixel code to your website. You can do this by jumping into your website’s code and finding the header tags section.

Then you want to copy the entire code and paste it in the header of your website:

Make sure that your code is working properly by clicking “Send Test Traffic” after placing the code on your website. If the status says “Active” then that means the code installed correctly.

You then want to add events to track specific actions people take on your website. To do this, go to the Pixels tab in Events Manager, click Set Up Pixel, then click Manually Install the Code Yourself:

Click Continue then click Install Events. Select an event you want to track:

NEXT STEP

11. Test and ensure Pixel is installed properly

Test that the Facebook pixel is properly installed.

To make sure your pixel is working correctly, install the Pixel Helper to your Google Chrome browser. To install it, first find Facebook Pixel Helper in the Chrome web store:

Then add the extension:

Once you have installed it, click the Pixel Helper icon in the address bar. Check the popup to see any pixels found on that page, and whether they've been set up successfully.

If the Pixel Helper finds a pixel on your site and there are no errors, that means the pixel was installed correctly.

NEXT STEP

12. Review Current Budget

Make sure your budget is being properly spent.

Maintaining and properly allocating a budget is an effective cost control tool. There are two types of budgets: daily budgets and lifetime budgets. Daily budgets are the average amount you're willing to spend on an ad set or campaign every day, while lifetime budgets are the amount you're willing to spend over the entire run-time of your ad set or campaign.

Two ways to approach spending your budget are: standard delivery and accelerated delivery. If you choose standard delivery then your budget will be spent evenly over the course of the ad campaign. This is recommended. And if you choose accelerated delivery, your budget will be spent as quickly as possible.

Monthly Budget

Budget Notes

Successfuly Completed

MARK COMPLETE

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