If you don't want to hire a marketing firm like ours to set this up for you, here are step by step instructions you can follow to setup Facebook so it connects your Page, advertising, tracking and website all together.
Sure, here's a detailed step-by-step guide for setting up a Facebook Business Manager account, adding your Page, creating a Pixel, and installing the Pixel:
Important Note: During these steps, you may have to also setup 2 Factor Authentication and perform Identity Verification.
Step 1: Set Up Facebook Business Manager
1. Go to Facebook Business Manager:
- Visit business.facebook.com .
2. Create an Account:
- Click on the "Create Account" button.
- Fill in your business name, your name, and your business email address.
- Click "Next" and provide additional business details like address, phone number, and website.
- Click "Submit" to complete the setup.
Step 2: Add Your Facebook Page
1. Navigate to Business Settings:
- From the Business Manager dashboard, click on the menu in the top left corner and select "Business Settings."
2. Add Your Page:
- In the left-hand menu, click on "Pages" under the "Accounts" section.
- Click the "Add" button and select one of the following options:
- Add a Page : If you already have a Facebook Page, select this option and enter the Page name or URL.
- Request Access to a Page : If you need access to someone else's Page, select this option and enter the Page name or URL.
- Create a New Page : If you don't have a Page yet, select this option and follow the prompts to create a new one.
Step 3: Create a Facebook Pixel
1. Navigate to Events Manager:
- From the Business Manager dashboard, click on the menu in the top left corner and select "Events Manager."
2. Create a Pixel:
- Click on the "Connect Data Sources" button.
- Select "Web" and click "Get Started."
- Choose "Facebook Pixel" and click "Connect."
- Enter a name for your Pixel and click "Continue."
- Enter your website URL to check for easy setup options and click "Continue."
Step 4: Install the Facebook Pixel
1. Choose Installation Method:
- You have three options to install the Pixel:
- Add Code Using a Partner Integration : If your website platform (e.g., WordPress, Shopify) is listed, select it and follow the specific integration steps.
- Manually Add Pixel Code to Website : Select this if you prefer to add the code yourself.
- Email Instructions to a Developer : Select this if you want to send instructions to your developer.
2. Manually Add Pixel Code to Website:
- If you chose to add the code manually, follow these steps:
- Copy the Pixel base code provided by Facebook.
- Paste the code into the `<head>` section of each page of your website.
- To do this in a common CMS like WordPress:
- Go to your WordPress dashboard.
- Navigate to "Appearance" > "Theme Editor."
- Select the `header.php` file.
- Paste the Pixel base code just before the closing `</head>` tag.
- Save your changes.
3. Verify the Pixel Installation:
- Use the Facebook Pixel Helper Chrome extension to verify that your Pixel is installed correctly.
- Visit your website and click on the Pixel Helper icon in your browser to check if the Pixel is firing correctly.
Step 5: Set Up Pixel Events
1. Navigate to Events Manager:
- From the Business Manager dashboard, click on the menu in the top left corner and select "Events Manager."
2. Open the Pixel Settings:
- Select your Pixel from the list.
- Click "Add Events" and choose "From the Pixel."
3. Add Events:
- Follow the prompts to set up standard events (e.g., PageView, Lead, Purchase) or custom events based on specific actions on your website.
- You can also use Facebook's Event Setup Tool to set up events without adding code manually.
Step 6: Add Your Ad Account
1. Navigate to Business Settings:
- From the Business Manager dashboard, click on the menu in the top left corner and select "Business Settings."
2. Add Your Ad Account:
- In the left-hand menu, click on "Ad Accounts" under the "Accounts" section.
- Click the "Add" button and select one of the following options:
- **Add an Ad Account**: If you already have an Ad Account, enter the Ad Account ID.
- **Request Access to an Ad Account**: If you need access to someone else's Ad Account, enter the Ad Account ID.
- **Create a New Ad Account**: If you don't have an Ad Account yet, follow the prompts to create a new one.
Step 7: Assign Roles and Permissions
1. Navigate to Business Settings:
- From the Business Manager dashboard, click on the menu in the top left corner and select "Business Settings."
2. Assign Roles:
- In the left-hand menu, click on "Users" under the "People" section.
- Click the "Add" button to invite people to your Business Manager.
- Enter their email address and assign a role (e.g., Admin, Employee).
- Click "Next" and assign access to Pages, Ad Accounts, and other assets as needed.
- Click "Invite" to send the invitation.
Step 8: Delegate Access to Your Marketing Firm
1. Navigate to Business Settings:
- From the Business Manager dashboard, click on the menu in the top left corner and select "Business Settings."
2. Add Your Marketing Firm:
- In the left-hand menu, click on "Partners" under the "Users" section.
- Click the "Add" button and select "Give a partner access to your assets."
3. Enter Your Marketing Firm's Business ID:
- Obtain the Business ID from your marketing firm.
- Enter the Business ID in the provided field and click "Next."
4. Assign Access to Pages and Other Assets:
- Select the assets you want to share with your marketing firm, such as Pages, Ad Accounts, Pixels, and Catalogs.
- Assign the appropriate permissions (e.g., Admin, Advertiser, Analyst) for each asset.
- Click "Save Changes."
5. Confirm Access:
- Your marketing firm will receive an invitation to access your Business Manager account.
- They need to accept the invitation to gain access to the assigned assets.
By following these steps, you will have a fully set-up Facebook Business Manager account, with your Page added, Pixel created and installed, and all necessary roles and permissions assigned.
