[Beginner’s Guide] Facebook Business Manager Setup

What We’ll Cover In this Guide

1. Start Your New Account
2. Add Facebook Pages & Instagram Accounts
3. Create an Ad Account
4. Add People & Assign Roles
5. How Facebook Charges for Advertising
6. Setting an Account Spending Limit
7. Where to Find Receipts
8. Assign Access to an Agency

More customers than ever are finding businesses and products on Facebook and Instagram among other social media platforms. With so many prospective customers online, you are likely considering social media advertising. Set yourself up for success from the start with a Facebook Business Manager Account.

What is Facebook Business Manager and why do you need it?

Facebook Business Manager is a way for you to organize and manage your business on both Facebook and Instagram. By setting up a business account, you can coordinate your marketing efforts across your Facebook and Instagram pages, keep the right permissions in place for employees, and collaborate with advertising partners or marketing agencies.

If your business has a marketing team, multiple Facebook and Instagram accounts, or if you collaborate with other vendors to run pages or ads on social media, Facebook Business Manager will bring all of your social media marketing and assets for advertising into one convenient hub. You can add roles for collaborators, segment audiences for ads, and get in-depth reporting on all of your advertising in the Business Manager dashboard.

If you’ve never had this type of account before, you may not know how to set one up. To make it easier, we’ve put together a step-by-step guide to help you. Here are some of the first steps you’ll need to take to get your business pages up and running with Facebook and Instagram!

Setting Up Your Facebook Business Manager Account


1. Start Your New Account

You will need a Facebook personal profile in order to create your business account. It is required when setting up your account, and it will become your login to access your Business Manager.

TIP: Decide who is the most appropriate individual within your company to set up this account. It is ideal if it is the owner, so that if employees ever leave you aren’t stuck trying to transfer ownership of the account.

If you have a personal Facebook profile ready to use, go to Facebook Business Manager and click Create Account. Then, enter a name for your business, your name, and your work email address. Click Next.

Next, enter your business details and then click Submit. You’ll need to confirm the business email address that you entered to continue. Once you click Done, you’ll be taken straight to the Business Manager Home.

2. Add Facebook Pages and Instagram Accounts

Before you begin:

  • To add a page to Business Manager, you must be an admin on the page for more than 7 days. If you are not an admin, you’ll need to request access to the page.

To start, navigate to the Accounts section, and click Pages. Then click the blue Add button. In the dropdown menu, choose the kind of page that you want to add: one that you own, a page that is someone else’s, or create a new page entirely.

If you are adding a page you own/are an admin on:

Click Add Page and then type in the name of your page. Click Add Page again, and then approve the request. Now, you’ll be able to manage the page right from the Business Manager!

If you are creating a new page:

There is more information that you’ll need to provide, but creating a new page is just as easy as setting up an existing one! Just follow the prompts to enter your new page information.

To add Instagram pages:

Navigate to the Accounts > Instagram Accounts section. Click the blue Add button. Be sure you are logged in to the Instagram account (you can do this in another browser window) and then click the blue Connect Your Instagram Account button.

3. Create an Ad Account

An ad account is the financial settings required to run Facebook and Instagram paid ads. In this account you’ll control the credit card on file, as well as setting maximum spending limits to control your ad budget.

Navigate to Accounts > Ad Accounts. Click the blue Add button, and select Create a New Account. Name your new account something appropriate, select your currency and time zone, and click Next. Follow the prompts to complete your new account.


You’ll also need to add your credit card information to this account. Navigate to Accounts > Ad Accounts and select the new ad account you just created. At the top right of your screen you’ll see a dropdown menu next to a button that says Open in Ads Manager. Drop down the menu and select View Payment Methods.


Enter your credit card information here, as well as your account spending limit if you so choose. You will also be able to choose spending maximums on the ads themselves, so this is simply an extra precaution to ensure your ads don’t overstretch your overall budget.

Please note: your personal Facebook profile comes with its own ad account automatically. You do NOT want to use this account for your business. It is best practice to create an ad account that is strictly for your business use, thus taking the step above to create a new ad account.


4. Add People and Assign Roles

In order to keep access permissions clean and easy to manage, add people such as staff and collaborators to your Business Manager.

Navigate to the People section of your Business Manager. Click the blue Add button, and enter the email address associated with the person you’d like to add. For their permission level, always choose Employee.

Please note: the email address you enter must be tied to the individual’s Facebook account. The recipient will receive an invitation and once they accept, you can assign them to various assets and select their permission level.


Once your invitations have been accepted, these individuals will appear under your People section. To assign them to your assets such as pages, ad accounts, and Ads Manager, simply click on the person’s name, then click the Add Assets button. Choose the assets you’d like to assign to them and the level of permissions you want them to have.


5. How Facebook Charges for Advertising

Facebook has a unique structure of billing that many first-time advertisers aren’t used to. They want to build a level of trust to ensure they will be paid for the advertising you’ve ordered.

Facebook starts you off with a small billing limit, usually $25.00. This isn’t to say you can’t spend more on your campaign, but your credit card will be billed once your spending reaches $25.00, and will continue to do so until Facebook decides you are worth risking a higher threshold.

Your next threshold may be $30, then $50, then $100. As advertisers, neither you nor I have the ability to change this; it is simply how they operate their billing. So your first few months of spending will create a higher number of transactions on your credit card. Over time, as you keep advertising, Facebook will increase your thresholds and you’ll be billed less often for higher amounts.

You’re always in control of how much you spend on Facebook ads. When you create a new ad, you’ll set a budget that is based on either a timeframe (eg. $50 for 10 days) or if you have an ongoing ad, you can set a daily budget (eg. $5 per day).

The price you pay for an ad is based on an auction system in which multiple ads compete for a position on a social media-goer’s screen based on bid and performance. The bid is the amount of money that you’re willing to spend on your ad to achieve your desired outcome, while the performance is the measure of your ad’s quality and effectiveness when it is placed in front of viewers.

When your ad runs, you’ll only be charged for the number of clicks, or the number of impressions (times that your ad was seen by viewers) that your ad receives.

6. Setting an Account Spending Limit

While this isn’t a required step since you can control spending for your ads when you set your budget, you can give yourself some extra peace-of-mind by setting an account spending limit that will limit the amount of spend across the entire account.

Go to your Payment Settings in your ad manager home. In the Set Your Account Spending Limit section, click Set Account Spending Limit. Next, enter the limit that you want to enforce across your entire account, and then click Set Limit.

Unlike the budgets that you set for your ads, your Account Spending Limit is not reset automatically at the end of the month, or at the end of an ad run. If you want to keep advertising after you’ve reached the account limit that you’ve set, you’ll need to update your limit or reset the amount spent toward it to $0.

7. Where to Find Receipts

To locate your billing receipts, click on the dotted button at the top of your Business Settings menu. Your shortcuts can be found here, and you’ll want to click on Billing.


From this page, you can choose the date range you require your receipts for, and download each one in PDF format. You can also choose to download everything at once by clicking the Download All Invoices button.


If you want to simply view online, by clicking on the Transaction ID you’ll be able to see more specific information such as how much you paid, when you were charged, the reason you were billed, and the ads that you spent money on. From here, you can view the results of your ad (such as the impressions or clicks your ad received) by clicking on the Ad Set Name.

8. Assign Access to an Agency

If you’re working with an outside agency or marketing partner, it’s best practice to add them as a Partner to your Business Manager, rather than risking security by giving them your passwords. This way, you retain ownership and control of all of your assets, and if your relationship with your agency goes sour, all you have to do is remove them as a Partner and they lose access to everything in one click.

Add an agency partner:

Navigate to the Partners section, and click the blue Add button. Select “Give a partner access to your assets” and then enter their Business ID. (Hint! Request this ID first – it’s the only way to add them in.)

Click Next, then select all of the assets you want them to have access to and their levels of permission.

Your agency will accept the invitation on their own Business Manager, and you’ll be set up for smooth collaboration from then on.

If you ever need to remove a Partner, simply navigate back to this section, select the Partner you want to remove, and click the Remove button at the top right of the screen.


This is just the beginning…

There is so much more to dive into when it comes to Facebook Business Manager and Facebook/Instagram Ads, but getting your account set up the right way is a great start.

If you’d like us to help you with this process, or if you’d like to learn more about Facebook/Instagram advertising, we’d be delighted to chat. Give us a shout or reach out to us on Facebook!


[Case Study] Savile Raw Logo & Brand Concept

The Challenge

To stand out from the vast competition of raw dog and cat food suppliers, and to overcome apprehension and misinformation in the marketplace.

Raw dog and cat food is a controversial subject for many. Is it healthy? Is it safe? Will my children get sick if they handle it? Educating consumers on the safety, quality, and benefits of raw food product for pets is an important foundation to creating long-term, loyal buyers. We needed to develop a brand that signified the quality and integrity of the product, but also be relatable to its buyers.

Brand & Logo Concept

After conducting research of dozens of other raw pet food suppliers, we quickly realized that a vast majority of the competition’s brands and logos carried almost no personality, no clever connection to the buyer. Over 90% of the logos we found were comprised of the shape of a cat and a dog, with nothing to distinguish if this was a veterinarian clinic, a pet store, or any other specific business.

We decided to break our concept down into a few elements:

  • Our logo contains a dog and cat, as this is who the product specifically feeds.
  • We created these two animals to be ‘characters’ to represent two sides to the business, as well as create opportunity down the road to implement these characters in a variety of marketing efforts.
  • The client wanted to implement a butler concept to represent the high quality of the product.
  • The dog is outfitted as the butler, and represents the product and level of customer care: quality, education, integrity.
  • The cat represents the love of animals: playful, curious, relatable.
  • The animals have a specific breed, not to isolate any other breed but rather to give both characters personality and connection to their audience. This is a deliberate contrast to the majority of indiscriminate cat and dog logos in the marketplace.
  • The client was interested in modeling the name and brand of this company after the famous Savile Row, a fashion district in London known for its exquisite shopping and high quality garments.

From concept to completion, we developed this brand concept and final logo design within 30 days.


Logo Design Process

As with most of the logos we design, this concept required special attention to ensure we created the right representation of mood and stature in each character.

  • We started with sketches of various dogs and levels of detail to determine whether our logo would be more suggestive of breed or literal.
  • Seven sketches of dogs were presented to the client, along with three cats. Out of the first batch of sketches, the bulldog—a concept with more detail—was selected.
  • We decided the cats needed more detail as well to match the concept of the bulldog, so a fresh batch of sketches was supplied, drawn onto the dog in each to show the intended composition.
  • Out of seven additional cat sketches, one was selected.
  • We digitized the drawing into a black version first.
  • Once a colour palette was selected we created the colour version and added shadow and depth to the characters and overall shape.
  • The final logo package was created and delivered to the client. Our standard logo package includes a variety of formats and colour variations to meet typical needs.


The Final Savile Raw Logo

Our final version of the logo has four variations: full colour with a high level of detail, a greyscale version, a full black version, and a full white version. This offers the client options when applying the logo to a variety of media.


As this brand is freshly developed, implementation will take place over the coming weeks and months onto a variety of media. A website and social media platforms are in progress to introduce the new product and start building new relationships with potential buyers. Product label designs are underway as well.


The second selection of sketches with cat options (click to enlarge):



How to Keep Your SEO in Check When You’re Updating Your Own Website

Making sure that customers can find your website online consistently is one of the most important things to consider after launch.  Search engine optimization is not a “set it and forget it” feature to your website; it requires nurturing and maintenance to ensure it continues to reach Google/Bing/other search engine searchers. Whether you’ve recently launched your website, or you’re planning on making some changes in the future, ensuring that you maintain search engine optimization on every web page should be on your list of important tasks.

How to Maintain Search Engine Optimization on Your Website

You probably already know that Search Engine Optimization (SEO) is how you ensure that your site will be found by current and potential customers online. When your customers search for terms related to your products, services, or areas of expertise, having good SEO on all of your web pages will ensure that they see your website at a higher position on Google’s search engine results pages (aka SERPs).

But, how do you make sure that your new website stays optimized for search engines when you’re making changes? There’s a lot more to maintaining good SEO than meets the eye, but there are a few basic things to keep in mind. Let’s dive into some common changes that you might make to your site and how you can ensure that you maintain search engine optimization when making those changes on your site.

1. Find out what you have access to

When you first start working with a web designer, make sure you determine whether your website will be created with a Content Management System (CMS). If your site is built with a content management system, making changes to your content post-launch will typically be quick and easy. Speak to your designer about the features you’ll have access to via your CMS; they may need to grant you special permissions.

If your website is hosted on a platform such as Wix or Squarespace, you may be limited to the SEO items you can control on your website.

A lot of work goes into setting up on-page SEO, so if you don’t want to harm your hard-earned search rankings, you’ll want to stay consistent with good optimization practices after your site launches.

2. Adding images to your site

Adding new images to your website is almost always a given, but before you simply add the file and hit the upload button, make sure your new image adheres to SEO best practices.

When adding an image to your site, ensure that the file is optimized for screens. If you upload a stock image, don’t upload the maximum size just because it looks nice and crisp; you’ll bog down the load speed of your page. Use a tool like TinyPNG to optimize your image sizes to minimize load times for users.

Image sizing isn’t the only thing you need to think about when uploading to your site. You’ll also want to understand alt tags and how they affect your SEO. An alt tag is a basic description of an image that serves two primary purposes. The first has to do with SEO: adding an effective alt tag on your image will add to the page’s SEO, and also show up in Google Image Search. The second purpose of image alt tags is to assist the visually impaired. Software that aids the visually impaired will read back alt tags to describe images, making your website experience more accessible.

Your CMS will likely have a place for you to enter image alt tags. Make sure that your image alt tags describe the images that you are uploading accurately, and contain keywords that your customers are searching on Google.


[Example of alt tag entry. This is using the WordPress CMS platform.]

3. Creating new pages

Maintain good SEO on your pages by following a standardized URL naming system. Your web designer may have given you documentation for doing so when they created your site’s initial URLs, but if not, look at the URL of each page on your site and determine if there are any common attributes. URLs vary from site to site, but typically, a URL will contain a focus keyword relating to the topic of the page. 

In addition to making sure that your URLs contain keywords, you can give your pages a boost in SEO by adding internal links to other blogs and pages on your website. Make sure that you only place links where they are appropriate (and helpful for users) and aim to include two or three internal links on every page you create.

4. Cleaning up old pages

It may be tempting to delete or unpublish old pages or blogs on your website every once in a while, but don’t do so until you’ve taken care of a few things first. You may need to enlist the help of your designer on this one. Before removing an old page, set the URL to redirect to an alternative page first. Once this is done, it is safe to remove or unpublish.

Simply deleting a page could harm your site’s SEO by leading visitors to dead links. Making sure that every unused page is redirected will help build your search rankings rather than resetting them for a given page.

If your website is on WordPress, there is a redirect plugin available that makes this process super easy, and it gives you analytics on how many times the redirect has been accessed so you can get rid of any that are no longer needed (having too many redirects also affects your SEO).

5. Adding products to your online store

If your site features an online store, all of the above still applies with a couple of extra steps.

If your product pages have item descriptions, make sure to add rich text with focus keywords to any new products you add. You’ll also want to make sure that the written content is about the same length as all of the other products that are already on your site.

Don’t forget to add any new product categories you make to the navigation menu.

Above all, remember…

No matter what changes you’re making to your website, communication with your designer is key. Not all websites are made in the same way or have the same editing options, so it’s best to ask your designer about the items you need to maintain and how to properly make changes before you start doing things yourself.

If you’re unsure how to keep your SEO in check on your website, or, if you want to get started updating your site, we’d be happy to help by taking a look at your current website and making an easy-to-follow list of items for you to consider.

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11 Things to Consider Before Building a New Website

Feeling like your website could use an update? Want to start fresh and build a new site from scratch? Building a new website is part of running a successful business, but before you begin here are some things to consider that will ensure your new website offers value and runs smoothly.

Building a New Website: Hire a Professional vs. DIY

With all of the self-driven website builders available today, many business owners ponder whether it’s necessary to hire a designer to craft a website. It’s entirely up to you, and we will be posting a comparison in a future blog to outline the differences. Either way, there are things you should consider before you start, even if you’re building your own website.

6 Key Questions to Address Prior to Building a New Website:

1. What is the purpose of my website?

It should be more than simply “to spread the word about my products and services online.” You need some idea as to why you actually want a website in the first place – especially before you spend money making it! Perhaps it’s to show your customers and prospects the experience of working with you. It should help your potential customers become customers, and your existing buyers become repeat business.

2. What do I hope that my prospects/customers will get from my website?

You know best what your customers need. How will your website provide for that need? Will you sell your product/service online, or be a go-to resource for solutions to their problems?

3. What can I include on my website that will make my customers’ lives easier?

When a customer comes to your website, what offers, features, and information can you provide that will make their lives (and purchasing from you) easier?

4. What calls-to-action can I use to encourage engagement with my leads/customers?

Just like in a physical store, many customers are looking to engage with you. A call-to-action is a way for you to add value for your prospects and existing customers. Maybe you can offer them an exclusive deal, a premium download of relevant information, or the opportunity to sign up for more information by email.

5. Can I use existing customer testimonials on my website?

Prospects are interested to know about other customers’ experiences with you and your products. As buyers, we can be put at ease (or totally put off) just by knowing that your product or service is going to be what we expect. The best way to show future customers that you are worth investing in is by showing off your happy customers!

6. Where can I get images from? Do I have my own image library to use, or will I need stock images?

In the online world, images are just as important as text! Before you build your website, you need to consider the type of images you’ll need, and where you’ll get the images from. Will they be product images, or just simply brand and lifestyle representation? If you need stock images, your designer will be able to give you some options, but if you have your own photos of products, you’ll need those in the proper screen resolution format.

Make a Needs vs. Wants List

Now that you’ve had some time to think about the purpose of your website using the 6 key questions above, you should sit down and make a Needs vs Wants list for your new online presence. When it comes to web design, any designer worth their salt will warn you against adding something to your site just because it’s cool. Everything on your site should have a legitimate purpose – fancy bells and whistles may look fancy, but they’ll only make the customer experience confusing.

Working With a Website Designer: Items to Discuss


The questions above will help prepare you to work with a website designer. Your designer will need to know this information to ensure what he/she builds will be the solution your business needs to build relationships and create sales. In addition to the above mentioned questions, you’ll need to discuss these further items to ensure you have everything you need and that you agree on important points.

1. Do I need a new domain name?

Your domain name is an important part of your new website. Your domain name should be somewhat obvious who you are (abbreviations need to be clear if used), and best practice is to use the same handle in your social media profiles as you have for your website. For example, this website domain is rednebulainc.com, and you will find us on Instagram and Facebook at instagram.com/rednebulainc and facebook.com/rednebulainc. This way, it’s easier for prospects to find you on various platforms. You should speak with your designer to determine if you need a new domain name, or if a previous domain will do.

2. Where will my website be hosted?

All websites require a host server, and figuring out who will own the account where your website is hosted is something you need to determine. Where you host your website can affect the loading speed and online security of your website which are factors in Search Engine Optimization, so be sure to discuss this with your designer. Note: self-driven website builders like Wix, Squarespace, and Shopify all come with hosting as part of your account.

3. When will my website be launched?

This is a common question, and it’s one that should be discussed early in the project. Website launch dates can be flexible depending on if the build goes smoothly or not (code can be finnicky), so expect some uncertainty on the anticipated launch date. It’s also a good idea to form a launch date with your designer so that you can plan your pre-launch marketing campaign. You’ll want to create some buzz about the new site before it’s launched.

4. Will my website have traffic tracking codes?

There are a few integral tracking tools that you’ll want to have included from the start during your website design. Google Analytics (in-depth website traffic data), Google Search Console (information on search terms that landed visitors on your site), and Facebook & LinkedIn tracking codes (useful for social media advertising based on custom audiences) are three that you should certainly have included during design. Even if you don’t think you’ll use them now, including tracking codes early will save you time later, and give you a wider data set to use down the line.

5. Is search engine optimization included in the design?

It’s important to discuss in advance how much search engine optimization is included in your website project. Not all website designers offer this service, and some offer it as a separate service not included in a website package. In order to be clear about your search engine rankings post-launch, be sure to discuss this topic with your designer so you know what other services you might need to employ for a smooth launch.

But that’s not all…


These are just a few things to consider to get you started. If you would like to discuss a more in-depth strategy for your new website, we’d be happy to help. We’ve got the experience and expertise to guide you on building a new website to be a workhorse for your business.


How to Get Followers for Your New Social Media Profile

You’ve created your new social media profile and now you’re ready to watch those fans and followers start flooding in! How exactly do you start spreading the word to your customers about your social media profile? Here’s some tactics and tips to grow your online following and promote your new social media channels!

Spread the Word: How to Promote Your Social Media Profile

In a perfect world, promoting your new social profiles would be as easy as publishing a post and watching the likes roll in. Growing your online presence is going to take a bit of good-old-fashioned time and effort. Don’t worry – your effort will pay off! By 2021, there will be billions of social media users online. With that many potential customers, you can’t afford not to spend some time promoting your brand online. Here are some ideas for how to go about promoting your new social media profiles!

1. Add your social profile to your existing communication channels

Unless you’re holed up in an off-grid shelter (how are you even reading this?), you probably have an email address. If you’re serious about growing your business, you’ll also have a website. Adding your new social links to your email signature and website are great ways to generate social traffic.

In addition to your existing online interactions, you can mention your social profiles in your more traditional communications including your corporate answering service or mobile voicemail. Sending invoices and using letterhead templates? There’s a spot on that page for you to add your social tags!

Don’t forget your business cards! With their smartphone in hand, your new acquaintance just might be inclined to take a look at your social profile after being handed your card.

2. Inform your existing customers and followers

Sending a regular email newsletter? Have other social media profiles that are already promoting your products and services? Make sure to let your loyal fans and customers know that they can get even more information, images, and insiders on your new social media channel of choice.

Want to generate even more buzz around your new profile? Host a giveaway that new followers and existing customers can find on your new profile. The goal is to generate excitement for new and old fans alike. Promoting a new social profile can be exciting for everyone – don’t forget about your existing followers during your new launch!

3. Use your personal connections

If you already have a personal social media profile, spreading the word about your new business profiles to your personal network is a great way to generate some initial followers and potential customers. While many of your friends and family might not be in the market for what you have to offer, some connections might be! Share posts from your business profile to your personal network and invite your friends and family to follow your new profile!

Ask your staff and colleagues to follow your new business social media profiles. While this might seem counterintuitive (your staff already know about your brand), social media success can be a fickle muse. While we hate to admit it, many social goers are more inclined to follow an online brand or influencer if they notice that others are already following that brand. Having a larger number of social media followers is an innate type of social proof for those who might come across you online. With that in mind, every follower counts!

4. Capture local business searches

Whether you know it or not, there are customers out there searching for the product or service that you have to offer. Your new social media profile could be just the introduction that they’re looking for.

Make sure that you have a Google Business Profile and are listed on other relevant online directories. Online and in-store shoppers are turning to Google now more than ever to find what they want. Making sure that your website, location, and social profiles are clearly displayed across the web is an all-important part of promoting your new online presence.


5. Utilize paid social media advertising

In addition to a Google listing, you’ll want to look at paid online advertising that promotes your new business profile. Whether it’s Google search and video ads, or story ads on Facebook and Instagram, paid advertising—even with a small budget—is a proven way to increase your follower count and push brand engagement.

When your new profile is created, be sure to follow and engage with other relevant 3rd party profiles. While this might seem like a strange approach at first, interacting with followers and other brands online shows that you’re ready to engage with your social fans. Gathering followers online requires engaging your fans! Make sure to reach out and interact with other accounts and followers regularly.

Get Your New Social Media Profile off the Ground

Ready to get new followers for your social media profile? Prefer to have help getting a head start on your new social media profile? Let’s kickstart your social media presence together!

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