Facebook Business Manager Guide

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Questions and Answers

Who is recommended to assist a client in creating a Business Manager?

The business owner

The agency taking ownership of the client's assets (correct)

A friend’s cousin who knows how to use Facebook

The external consultant

Which payment method is advised to avoid delays or issues with Facebook payments?

Credit/debit card or PayPal (correct)

Bank transfer

Cash payment

Cryptocurrency

What should be done if the primary payment method fails?

Nothing, the campaigns will continue as is

Pause all campaigns

Request a refund

Add a second payment method (correct)

When might an SMM/Agency need to become a temporary admin for a client?

When the tasks require multiple accesses and more complexity Signup and view all the answers

Which individual is not suitable to create a business portfolio?

The intern Signup and view all the answers

What is the recommended approach if a client does not understand how to set up the Business Manager?

Assist them in creation or set it up and then explain Signup and view all the answers

What must be considered when requesting a credit line for payments?

It usually has a minimum spend requirement Signup and view all the answers

Which option should NOT be involved in the creation of a Business Portfolio?

The friend’s cousin with social media experience Signup and view all the answers

What is the recommended practice regarding ad accounts for different clients?

Create separate ad accounts for each client’s needs. Signup and view all the answers

Which action should be avoided when managing access to client resources?

Giving overly high access levels to collaborators. Signup and view all the answers

What should be done with the pixel for tracking?

Each pixel should be created per client to retain its history. Signup and view all the answers

Which of the following is a correct description of how partners access resources?

Partners need to be granted access to specific resources in the Business Manager. Signup and view all the answers

What is the consequence of giving temporary individuals Business Manager Admin roles?

It may lead to potential security risks or misuse. Signup and view all the answers

How should offline events be managed?

Each offline event should be created in the client's Business Manager. Signup and view all the answers

When should a client’s page be set as the main page in Business Manager?

It should never be set without client approval. Signup and view all the answers

What is a best practice when sharing custom audiences?

Only share custom audiences with trusted partners. Signup and view all the answers

What is one benefit of verifying your business?

It helps you understand industry dynamics in a social context. Signup and view all the answers

Which security procedure should be activated immediately for verifying a business?

Mandatory two-factor authentication for everyone. Signup and view all the answers

What should you do to maintain security regarding admins?

Periodically check active users and admins. Signup and view all the answers

When adding companies' assets to your business portfolio, what should you do if the asset is not owned?

Request ownership of the asset. Signup and view all the answers

What best practice should you follow regarding admin roles?

Do not assign admin roles to untrustworthy individuals. Signup and view all the answers

Why is it important to periodically remove inactive individuals from admin roles?

To ensure only current team members retain access to sensitive information. Signup and view all the answers

What should you do with frequently asked questions after verifying your business?

Create a list of them along with answers. Signup and view all the answers

What type of collaboration should be encouraged with business partners?

Open communication and shared objectives. Signup and view all the answers

Study Notes

The class is a hybrid of practical, theoretical, and intensive learning, aiming to train students as excellent Social Media Managers (SMMs)
Students will learn a method for managing Facebook and Instagram ads, covering various business sectors using real-life cases.
Students will learn to run effective and professional ads on Facebook, Instagram, and the Meta ecosystem, developing a strategic vision to maximize business outcomes.
Students will gain proficiency in promoting companies on these platforms, navigating tools, understanding key metrics, and acquiring real contacts/customers. Practical, actionable advice and tools will be provided.
Students will develop two practical case studies integrating social media project management (SMP) and content.
Students need to be willing to learn and take action, actively engaging with the practical exercises and insights.
A dedication to the continuous learning process is expected as becoming a successful SMM is a long-term commitment.
Students should be transparent if they do not understand a concept, encouraging open discussion and constructive feedback to improve the learning experience.

Lesson Plan - Business Manager & Business Suite

The lesson covers Business Manager and Business Suite differences and best practices.
It includes setting up accounts and securing them effectively
How to add people, manage accounts, and partners within the platform.
How to create pages, accounts, catalogs, and datasets.
Explanation on Contact Center and Inspiration Hub.
Instruction on downloading invoices and providing useful links and checklists.

Review From Last Year

A review of previous knowledge is important to build upon for the advanced class

How to Manage Meta Entities

Meta is unifying its apps with the Meta Business Suite as the key tool.
This unified tool allows management for Facebook and Instagram business accounts, including WhatsApp Business conversations.
This tool offers features like automation, AI, and machine learning for more efficient management.
Business Manager is a precursor to Business Suite, a supporting platform, primarily for technical aspects, handling various elements like payment processing, conversions, and catalog uploading.

How to Manage Business Assets using Business Manager vs Business Suite

Business Manager and Business Suite are not separate entities; Business Manager falls under Business Suite platform management.

Business Manager, Suite, and Portfolio

The Business Suite is the central hub for managing all marketing and advertising activities on Facebook and Instagram, acting as a command center.
A Business Portfolio represents a unified platform where all business-related assets—pages, ad accounts, etc.—are centrally managed and secured.
Business Manager is a primary platform for managing advanced business features, providing greater control over settings than the Business Suite/Portfolio.

The Car Metaphor

Business Suite is presented as the car, used to navigate the Meta ecosystem for business purposes.
Business Manager is presented as the inner workings of the car including the engine, chassis, etc.
These two are not separate, but essential parts of the whole, interacting and functioning together to achieve business outcomes.

Assets Under Business Portfolio

The section involves the access and management of assets within the company's business portfolio.

How Does the Meta Ecosystem Work?

The Business Manager is the heart of the business account, where advanced features are managed.
The Business Portfolio brings together all business assets (FB Pages, IG Accounts, Ad Accounts) centrally.
The Business Suite is the command center for all marketing activities connected to the Business Portfolio/Manager.

Good to Know - Business Suite and Manager

A valid personal Meta account is needed for Business Suite access.
Each page has a linked Business Suite (it is automatically created when a page is made).
There's always a Business Manager associated with a Business Suite
Access is available both on desktop and mobile through the Business Suite app

Mistakes to Avoid

Avoid the common mistake of using a client account as the main page.
Don't falsely claim assets from clients.
Avoid managing multiple client accounts from the same Business Manager account.
Do not give overly high access levels to partners or collaborators.
Avoid creating temporary admin accounts with extended access privileges, as this could impact the security and management of your accounts.

Users on Business Manager

Business Manager users have personal profiles allowing access to Business Manager as administrators or employees.
For effective management, users require proper resource assignments.
Third-party resources need defined access permissions to the desired business assets.

Data Source

Catalogs, Pixels, Offline Events, Datasets, and Shared Audiences are critical components for data analysis and integration.

The Assignment of Resources

Linking resources (like ads, pixels, catalogs, offline Events tracking) to specific accounts (e.g., ad accounts) is crucial for their proper use and functionality.

Contact Center and Inspiration Hub

The section discusses management and resources for contact centers and inspiration hubs.

Leads Center

With Meta Business Suite, the Lead Center manages lead generation ads from multiple sources, centralizing ad campaign monitoring, contact management, and lead qualification.
This tool offers various ways to track and manage contacts and leads from multiple sources in one place, providing an efficient way for businesses to manage leads effectively.

Business Creative Folders

Business Manager uses creative folders to store images and videos available for use in Facebook ad creation by various users and external companies.

Additional Features

Access to Leads and CRM are managed through customized settings.
Domain verification ensures asset security and misuse prevention.
System Users act as intermediaries for API calls toward business-owned resources.

How to Download Invoices

Instructions are included on downloading relevant invoices.

Ads Manager - Billing

Billing details related to Ads Manager, including methods like automatic billing and pre-paid amounts.
A checklist is given to help users configure and verify their billing settings.

Invoices Holder

Information regarding accessing and downloading invoices from the relevant platform.

##Useful Links

Provides links to various helpful resources for managing ads and accounts on Meta platforms, including FAQs, support articles, and other pertinent information.

Ads Manager Checklist

A comprehensive checklist for configuring and verifying all essential aspects of your ads manager account settings. This helps to ensure proper functioning and avoids common mistakes.

Studying That Suits You

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Description

Test your knowledge on creating and managing a Business Manager for Facebook. This quiz covers payment methods, client management, and best practices to ensure smooth operations. Perfect for social media managers and agencies working with clients.