How to Create Meta Business Account and Ad Account

Want to run ads like a pro?😄

If so, Facebook advertising needs to be part of your marketing strategy!

We get that the complexity of navigating Meta's suite of tools can be frustrating — from setting up your Facebook Business Manager (now renamed to Business Portfolio) account to optimizing your ads strategy.

And that’s before we even get into the process of giving other people access to manage your social media marketing ad accounts!

This article will teach you how to create Meta Business Manager Account (now renamed Meta Business Portfolio) and Facebook Ads Account with easy-to-follow steps.

BONUS: We’ll let you in on a secret to make setting up your business manager accounts even easier…just keep reading to find out! 🤭

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How to set up a Meta Business Account

Before you create a Facebook Ad account and run Facebook ad campaigns, you’ll need a Business Portfolio (also known as a Facebook Business account); which is also how you will get access to your Meta Business Manager Account. 

Here’s how to create a Meta Business Account: 

Step 1. Head to Meta for Business: Facebook Business Manager 

Step 2. Login with your personal Facebook account details. 

IMPORTANT: It’s not possible to create a Meta business account without a personal Facebook account so make sure you already have one in advance. 

Step 3. Click Create an account on the left-hand side when you sign in. 

Step 4. Enter your business details, such as the name of your business, your full name, and business email.

It's important you write the correct account name as this is how you will show up across Facebook.

Then click Submit.

Step 5. Verify your email address.

You should receive a message from notification@facebookmail.com that asks you to confirm your business email address: 

Click Confirm Now.

Step 6. You will now be redirected to your Meta Business Suite dashboard. 

You can find your Meta Business Manager (Portfolio) account by clicking Help > Go to Business Manager.

{OPTIONAL STEPS}

Step 7. To add people to your Business Manager account, click Users.

There are three levels of access:

• People: Individual employees or freelancers who need access to your Meta assets. 

• Partners: Marketing agencies or other external businesses that manage aspects of your Meta assets. 

• System Users: Non-human accounts created to interact with the Meta APIs like software and servers.   

Choose the level that you want and send them an email invitation which they will need to confirm. 

Their invitation email should look similar to this:

‍TOP TIP: Leadsie simplifies access requests to Meta assets with just a single link. 

Don’t believe us?

Here’s how it works:

Step 8. You can access Meta Business Suite from your Meta Business Manager Account by clicking on the All Tools icon and then choosing Meta Business Suite. 

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How to link your Facebook Business Page to your Meta Business Account

Now that you have successfully set up your Facebook Business Manager Account, it is time to connect it to your Meta Page. 

This is essential if you want full access to all the tools and features Meta has to offer.

Here's how you can do this:

Step 1. Click on your account Settings in your Business Manager.

Step 2. Click Accounts > Pages> Add. 

You will get a pop-up with 3 options:

To add a Meta Page you need to type the page’s name or paste the URL into the box. 

To gain access to your client's Meta page as an agency or freelancer, select Request Access to a Page and input the page's URL.

IMPORTANT:  If you don’t have a Business Facebook page, you’ll need to create one. 

Done! ‍

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How to link other social media accounts to your Meta Business Account

Apart from your Meta Pages, Business Manager also lets you connect your other social media accounts — including Instagram and WhatsApp. 

To link them, simply click on either Instagram accounts or WhatsApp accounts and follow the instructions to connect them. 

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What is a Facebook Ad Account? 

A Facebook Ad account is Meta’s central hub for creating new campaigns, managing Facebook pixel, tracking payments, and the amount you spend on each promotion.

You can directly upload your ad creative and copy into Facebook Ads Manager, set a budget, and define your target audience. 

It’s the ultimate space for managing all your advertising activities on both Facebook and Instagram.

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How to create a Facebook/Meta Ad Account 

1. Open your Facebook Business Manager account at https://business.facebook.com/. 

2  Click Settings on the bottom left corner. 

3. Select Ad accounts > Add.

You will see 3 options in the drop-down menu box: 

4. Create your new account by selecting Create a new ad account.

5. Fill out the required information including the name of your account, time zone, and currency:

6. Select the business you will use the ad account for and click Create.

7. Select the people you want to add and which permissions you want to grant them:

You’ll see a list of those you gave access to when you set up the business page.

Then click Assign.

8. Click Add payment method.

9. Enter your credit card details and hit save. 

You can always change your payment method in the payment settings at a later date. 

Congrats! 

You’re now ready to start with Facebook advertising and launch your first ad campaign!

Secret tip: Use Leadsie to create Meta accounts easily

We’ve made it super easy to set up your Meta Business Portfolio and create a Facebook Ad Account without going through the whole process listed above. 

You can set up your Business Portfolio and create your ad account directly with Leadsie.

Here’s how it works:

Are you an agency that runs ads for clients who don't have a Business Manager (Portfolio) or Facebook Ad Account set up yet?

Request asset access via Leadsie and it will show them how to create Meta Business Manager account and a Facebook Ad account in a few clicks. With this simple hack, you'll be running successful ads in no time! 🥳

Still onboarding new clients each month the usual way?

Switch to automated access requests at your marketing agency with a free 14-day trial—no credit card needed.

P.S. And you get to keep the account connections after the trial ends! 🙌