Setting Up a New Facebook Business Manager Account

Step by step guide for creating a new Facebook Business Manager Account

Note: there's a limit to the number of Business Manager accounts that a Facebook account can create, therefore, the business owner should do the first few steps. XEN Solar will do the rest.

To be implemented by the solar dealer:

  1. Create a new account here: https://business.facebook.com/create
  2. Once created, add a payment method: https://business.facebook.com/settings/payment-methods/
    Setting Up FB Business Manager Account
  3. Navigate to Accounts>Pages>Add a Page and choose your Facebook Page: https://business.facebook.com/settings/pages/

    Setting Up FB Business Manager Account
    Note: you need to be an admin of the FB page to be able to complete this step.
  4. Add XEN as a partner and give access to all assets.
    XEN's Business Manager ID: 701506526570501
    Setting Up FB Business Manager Account
  5. Navigate to Users>People>Add: https://business.facebook.com/settings/people/
  6. Enter the relevant XEN Solar staff emails (eg tara@xen.com.au, roselen@xen.com.au) and enable admin access, click next:
    Setting Up FB Business Manager Account

  7. Navigate to Pages>Classic Pages tick the FB page and enable 'Manage Page' settings. Don't click 'Invite' yet, proceed to step 7.
    Setting Up FB Business Manager Account
  8. Navigate to Ad accounts, tick the Ad account name and enable 'Manage Ad Account' settings:
    Manage Ad Account settings FB
  9. Click Invite.

Checklist to be implemented by XEN Solar Team

  1. Choose the primary payment method that the dealer added: https://business.facebook.com/ads/manager/account_settings/account_billing/
    Setting Up FB Business Manager Account
  2. Add the domain on the business settings
    Setting Up FB Business Manager Account

  3. Add a Pixel and verify through GTM
    Alternatively, you can add an HTML snippet to the website or a TXT record to the DNS to verify the domain. If you don't have access to the website, email the code+instruction to the dealer or their IT team.
  4. Setup a Custom Conversion
    Setting Up FB Business Manager Account
  5. Set the custom conversion (from step 4) as the highest priority Event: https://business.facebook.com/events_manager2/browser_api/edit_events/
    Setting Up FB Business Manager Account
  6. Test if Pixel is tracking correctly by filling out a form that redirects to a thank you page on the website
    1. If tracking is working, you should see some activity on your Pixel: https://business.facebook.com/events_manager2/list/pixel/
      Setting Up FB Business Manager Account
  7. Add XEN as a partner and give access to all assets:
    Setting Up FB Business Manager Account
  8. Set-up initial audiences