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We’re going to get you ready to advertise on Facebook! 

Facebook has been around for a long time, and there are many different versions that are being used. Facebook makes constant updates but only releases the updates to pockets of people at a time. Your version of Facebook may be very different from ours, so this document is intended to be an overview guide, not a gospel. We will take the time to onboard you personally.

Getting Started
You might already have one or all of the assets listed below. That being said, if you are Facebook savvy and know how to set up these assets on your own, great! If not (it is a bit confusing), we can definitely help you.

When advertising, we will need to use your Facebook Ads Manager. There are a few steps to take to get this set up. You’ll need to have or create:

  1. a personal Facebook profile

  2. a Facebook business page either with your desktop PC or your mobile device

  3. a Facebook business manager account

  4. connect an Instagram account (optional)

  5. a Facebook ad account

Want to know what these accounts all mean? CLICK HERE.

Step 1: You must have a Facebook personal profile


Open a Facebook personal profile, if you don't already have one:

First off, everyone will have to have an active personal Facebook “profile”. This is what Facebook runs off of. If you don’t have one, open it now: 

  1. Go to and click Create New Account.

  2. Enter your name, email or mobile phone number, password, date of birth and gender.

  3. Click Sign Up.

  4. To finish creating your account, you need to confirm your email or mobile phone number.

  5. For Facebook’s instructions, CLICK HERE.

FB Personal
FB BizPage-desktop

Step 2: Open a Facebook Business Page (if you have one you want to use, skip this step)


(Here is a list of information you’ll need to fill out your Facebook Business Page: CLICK HERE)


Instructions using your desktop computer:

  1. Open your Facebook profile.

  2. At the top of the homepage, select Create and choose Page (this might be under a little 9-dot dice icon).

  3. Name your Page.

  4. Add a category to describe your Page.

  5. Learn more about selecting a category for your Page.

  6. Enter business information, such as address and contact information.

  7. Select Continue

  8. You can add a profile photo to your Page. If you add a photo, select Next. To complete this step later, select Skip.

  9. You can add a cover photo to your Page. If you add a photo, select Next. To complete this step later, select Skip.

  10. When you have completed the steps, select Next to go to your new Page.

  11. For Facebook’s instructions, CLICK HERE.

Instructions using your mobile device:


  1. Open your Newsfeed.

  2. Tap the Pages icon at the bottom of your screen.

  3. If this tab isn't available, you can tab the menu icon and select Pages.

  4. Tap + Create.

  5. Tap Get Started.

  6. Add a name and up to three categories to describe your Page and tap Next.

  7. Learn more about selecting a category for your Page.

  8. You can add an address to your Page to make it easier for people to find your business, or tap “I don’t want to add an address”. Tap Next. To complete this step later, tap Skip.

  9. You can add a profile and cover photo to your Page. Tap Done.

  10. For Facebook’s instructions, CLICK HERE.

Step 3: Open a Facebook Business Manager account (if you have one you want to use, skip this step)

  1. Go to

  2. Click Create Account.

  3. Enter a name for your business, your name and work email address and click Next.

  4. Enter your business details and click Submit.

  5. For Facebook’s instructions, CLICK HERE.


FB Biz Mgr

That's a great start!

If you don't have an Instagram account but would like to have one (ads on Facebook can also run on Instagram), you can open a personal IG account and connect it to your Facebook account. (We'll show you how, it's easy).

When you're at this point, let's jump on a call and bring it home for you. We'll need to create an Ad account, and you'll need a credit card you want to use for billing of the ad spend.

FB Lingo

Facebook lingo getting you down? (us too!)


Here’s a way to understand some of what you know have in your Facebook Meta-verse:


Personal Facebook Profile: This is your personal account that Facebook requires everyone to have. This is typically where people connect with friends and family. 


Business (or “Fan”) Page: Anyone with a personal Facebook profile can start a fan/business page. You can have a fan page for your favorite foods, your puppy, or band or your business. It really can be anything. When you have a Business page, it is not immediately seen by your personal network. You have to intentionally share it for it to become known, and even then, it won’t be seen by everyone you are connected to.


You can have multiple pages in your account, some opened by you and some shared with you, with different levels of access. If you’ve ever belonged to a club or organization, you might have been asked to “manage their facebook page”. 


Business Manager: Business manager keeps everything separate from your personal profile and creates a portal for you to manage multiple assets in one place. You get multiple pages and ad accounts, the ability to invite others to access your accounts (like us) and analytics and reporting. 


You can have multiple pages in a Business Manager, as well as a business ads manager. You can also probably open up 2 business managers, which you might need if you have two distinct businesses or new more ad accounts.


Ad account: This is where we will run ads from. We will be using the ad account tied to your business page, not your personal profile. You want to open as many ad accounts as Facebook allows, just in case any of them get shut down.


Pixel: This is a small piece of code that helps you track what people view your ad and jump onto your landing page.

Business Suite: One more level up, this is the “folder” that contains everything you have in Facebook, including all your business managers. When you’re in Business Suite, you can toggle between your business manager and your instagram account, and see all of your assets that you have. Facebook is transitioning everyone to use Business Suite, but the rollout is not complete, so you may have it or you may not.


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