Facebook Access for Advertising

This document was created by Isabelle Merz for PSM.

This document will guide you in providing Facebook Page, Ad Account, and Pixel access to PSM Marketing so we can begin your Facebook advertising!

Step 1: Go to the https://business.facebook.com/settings/ link for your Business Manager.

If you do not see your business manager profile, you might have to create one.

·         You will go to http://business.facebook.com/overview and click “Create” in the top right-hand side.

·         Enter your business name, your name, and your business email.

·         It might ask for some other information as well and make you type your password.

Pages

Next, you will see on the left-hand side of your screen a section called “Accounts” under the accounts tab you will see “Pages”

If you have a Facebook page but it is not linked to your Business Manager:

·         Click “Add” and choose “Add a Page”.

·         In the field, you will enter the Facebook Page’s name or the URL to the Facebook page you are trying to add.

·         Then click “Add Page”.

If you do not have a Facebook page:

·         Click “Add”.

·         Then click “Create a New Page”. When choosing a category, pick “Local business or place”.

·         Decide on a page name, select “Automotive, Aircraft, & Boat” in the category drop down menu, and enter your business’s address.

If you already see your page in the business manager, you can move onto the next step!

Ad Account

·         Click “Ad Accounts” on the left-hand side of your screen under the “Accounts” tab.

·         If you already have an Ad account, then you will click the blue box at the top center that says “Add”.

·         From here you will type “PSM” and you should see our account pop up, you will then choose “Manage Page” access at the very bottom and click “Save”.

If you do not have an ad account, you will see a page that says “[Your Dealer Name] doesn’t have an ad account yet.”

If you have an ad account and it is just not linked, you will:

·         click the blue “Add” button and select “Add an Ad Account”.

·         On the pop-up screen, you will have to enter the Ad account’s ID number.

·         Then click “Add Ad Account”. Now that you have the ad account linked, you will click “Ad Accounts” on the left-hand side of your screen under the “Accounts” tab.

If you do not have an ad account at all:

·         You will click the blue “Add” button and select “Create a New Ad Account”.

·         You will then enter the name you want for your ad account which should be your dealership’s name, the time zone you are located in, select the appropriate currency for your country, and click “Next”.

·         This pop-up should be titled “Who will this ad account be used for”. Select “My Business” and click “Create”.

·         Don’t worry about adding payment information at this time because that can be added at a later date. Now that you have your ad account created, you will click “Ad Accounts” on the left-hand side of your screen under the “Accounts” tab.

Pixel

You will need to click “Data Sources” on the left-hand side of your screen, then Pixels.

If you do not have a Pixel:

·         You will see a screen saying “[Your dealer’s name] doesn’t have any pixels yet.” And you will need to click the blue “Add” button.

·         In the new pop-up screen, you will name your Pixel. Preferably you will name it “[Your dealership name]’s Pixel”.

·         Then you will enter the URL of your website’s homepage. Then click the blue “Continue” button. Then click “Continue managing my business” in the new pop-up screen.

Partners

·         Click Partners under the Users Menu in the left sidebar. 

If you do not have any partners:

·         You will see a screen with two options. Underneath “Partner to share assets with” select the “Add” button.

If you do have partners:

·         You will click the blue “Add” button and select “Give a partner access to your assets”.

·         In the popup menu, add 928719660478085 under Partner Business ID. This is PSM’s Facebook Business ID number.

·         A new pop-up window with open titled “Assign Assets to Powersports Marketing”. In the left-hand column, you will select “Classic Pages” underneath “Pages”. Select your page, then on the right-hand side, scroll to the bottom and select “Manage Page” under “Full Control” then click “Save”.

·         Then click “Ad Accounts”, select your Ad Account (if you have one), then on the right-hand side, scroll to the bottom and select “Manage Page” under “Full Control” then click “Save”.

·         Then click “Pixels”, select your Pixel (if you have one), then on the right-hand side, scroll to the bottom and select “Manage Page” under “Full Control” then click “Save”.

Once all these steps have been completed, we should have full access to be able to work on creating and setting your ads live. If you could please contact your Account Executive, the SEM team at sem@psmmarketing.com, and support at support@psmmarketing.com to let us know the steps have been completed, we can go into our account and verify access.

Thanks so much for your time and help!

-PSM Marketing