FB Certification Part 4 - Business Manager

admin, advertiser, analyst

(Actions by ad account role) __________ Can manage all aspects of campaigns including creating reports, viewing and editing billing details and assigning account roles ________ Can see and edit ads and set up ads using the payment method associated with the ad account, but can't set account roles _________ Can view ad performance

ID, security, notifications

(Set It Up) Business Info Here you can... Access your Business Manager ___ Change ______ settings Manage _________ Update basic information such as the name of business and name and email of the primary account holder.

role

Key takeaways: You can use the Business Manager tool to organize all business information and assets in one place. You can allow specific, ____-based access to ad accounts, Pages and other assets that your business manages, as well as easily see who's working on what.

outside, personal

Once Pages are imported into Business Manager, they can no longer be accessed ______ the tool. Once added, you'll manage your assets in Business Manager, rather than from your _______ Facebook account. Only people who have been granted access to the associated Business Manager account will be able to access ad creation, editing and performance reporting tools for the Page.

admin, ID, email

(Set It Up) Identify who in your business needs to be granted a role in your Business Manager, starting with a primary _____. Ideally the person who will be the primary Business Manager admin should complete this set up, although it's not required. In order to create and manage the account, the primary Business Manager admin needs access to: - Your company's Facebook Page, in an admin role. - Ad account ___ numbers for any business assets that should be included in the BM, such as ad accounts, Pixels, catalogs - _______ addresses for the employees, co-workers and partners who need to be assigned roles on the account.

admin, settings

(Set It Up) It is essential to have at least one Facebook for your Business Manager. Click Add Page. You can add a Page you own, request access to someone else's Page, or create a new one. If you're an ________ on that Page, it will be added to your Business Manager automatically. Otherwise a request will be send to the Admin and once accepted, the Page will be added. You can add additional Pages later by clicking Business _________.

Settings, Users, Partners, Pages

(Set It Up) Once your Business Manager is up and running, you can add people, Pages, ad accounts and more by clicking Business ________. Here you can also add partners, apps, instagram accounts, data sources and other assets. To add people, under _____, click People. From here you can add people and assign or change their business roles and which Pages and ad accounts they have access to. The process is simililar for ________ (for example, ad agencies you're working with). To Add a Page, Request Access to a Page or Create a New Page, under Accounts, click _____.

remove

(Set It Up) Add Ad Accounts Enter your Ad account ID number, and click Add ad Account. You can add additional ad accounts later by clicking Business Settings. Adding an ad account moves it into Business Manager. Going forward, only your business will be able to assign permissions to this account. Once you've added an ad account in Business Manager, you can't _______ it.

email, employees, Admin, level

(Set It Up) Add People Enter the business ____ address For each person you want to add, you'll then need to add them as admins or employees. You should only add people to your account if they are _______ of your business. However, if you want this person to have full access to Business Manager select _____ access. Assign access to Pages, Ad Accounts and Catalogs. Select the assets you want to assign access to. Select the _____ of access they need. Click Invite and they will get an email inviting them to the Page, Ad Account or Catalog that you've added them to.

ad account overview

(Three Primary Tabs) From this tab you can run custom reports and access a range of performance metrics including: Total Spend Total Impressions Reach Frequency CPMs

Home

(Three Primary Tabs) Here you'll find: - security features - pending requests - ad accounts - pages

activity

(Three Primary Tabs) Under this tab you can see recent role changes to everyone who has access to your Business Manager.

global, logins, Security Center

Best Practices _____ Pages do not necessarily need to be together in one Business Manager account, depending on the business' preference. Admins should not share _____ and/or personal login credentials across different Business Managers. Add as many admins as your business needs to manage team permissions on ad accounts and Pages. All admins have equal access in Business Manager; there is no "master admin" with more control than another. Routinely use _________ ______ to ensure your security is up to date and you no ex employees or partner have access to your business.

ads, reporting, pages

Business Manager is an umbrella tool that sits above Facebook's self-service tools ____ Manager, __________ and ______.

admins

Business Manager is designed to reflect an organizational hierarchy At the top, Business _____ have full access, and may create necessary permissions for anyone who works on specific Pages or ad accounts. The key lists a few assets (pages, business employees, ad accounts), but there are many more that are used in Business Manager.

admin, employee

Business Manager roles _______ Add and remove employees and partners View and edit business settings Add and manage Pages, ad accounts or other assets _________ View business settings Be assigned to manage Pages, ad accounts or other assets

marketing

Create a Business Manager if... You have more than one person working on your business ______ or more than one person managing your current Facebook or Instagram business presence.

multiple

Create a Business Manager if... You manage ________ Facebook or Instagram assets such as Facebook Pages, ad accounts or apps.

secure, Security Center

Create a Business Manager if... You need to keep your business _____ - Business Manager is currently rolling out new security safeguard tools through the new ______ ______ to better ensure you maintain control of your assets.

ownership

Create a Business Manager if... You want to maintain complete jurisdiction over your assets without attributing _________ to individuals who assist your business operations.

grow

Create a Business Manager if... You want your business to _______ - You want the ability to request access to other pages, ad accounts and apps, or share your pages, ads accounts and apps with other agencies.

vendors

Create a Business Manager if... You work with ______ to help create, run or manage your Pages or ads, but want your business to maintain ownership of all Pages, ad accounts and assets.

permanent

Create an ad account structure in business manager If you have a business-owned direct line of credit with Facebook that's not shared with other Business Managers, your business can now set up new ad accounts using the self-service tool after a one-time set up. Please reach out to your Facebook representative to facilitate the set up. Adding an ad account in Business Manager is a ______ action; once taken, it cannot be removed.

clients, large, offices

How to establish multiple business manager accounts a regional structure can be set up for any global business that meets the following general criteria: Agency has many ______ Agency Facebook team is ______ and disperse across clients Agency has multiple _____ The Facebook agency team would help the agency set up a local Page structure for each office under the agency's global Page. Each office would then create its own Business Manager account on top of those local Pages

Multiple, one

In certain situations _______ business employees may manage the same Page or ad account. ____ business employee may manage multiple Pages or ad accounts.

admin, editor, moderator, advertiser, analyst

Page roles ______ Can manage all aspects of the page including sending messages and publishing as the page, creating ads, viewing insights and assigning Page Roles ________ Can edit the Page, send messages and publish as the Page, create ads and view insights ___________ Can respond to and delete comments on the Page, send messages as the Page, create ads and view insights ____________ Can create ads for the Page and view insights __________ Can view insights

Business Managers, client

Partners & Agencies: We recommend that your clients each create their own ______ _____ and then invite people at your agency to work on specific Pages or accounts. You can request access to the Pages or ad accounts you want to work on. Partners generally should not create a Business Manager account to hold all of their _____ Pages and ad accounts, because this can make it very difficult for a client to regain access to their Pages and ad accounts if they switch agencies.

3, 5, 2

Roles are hierarchical, building in terms of progressively responsible permissions. There are ____ roles available for ad accounts managers, ___ permissions levels for people who need access to Pages, and ___ Business Manager roles. Some people may require admin access in only one or two tools and not another, so think about which actions you personally will perform while reviewing these permissions levels.

one place

Small to large businesses use Business Manager to keep organized by having all of their business assets and information in ___ _____. When you have a central business hub like Business Manager, your business maintains control of your Facebook assets and securely manages user access to the right people and right credit lines.

permission

The Business Manager tool allows agencies and advertisers to centrally manage different _________ levels for team members working on ad accounts or Pages

everyone

The whole idea they're trying to push is basically that business manager is for ______

Business Manager, ad account, campaign

We recognize that some advertisers may want to avoid showing ads adjacent to controversial content or material that doesn't fit their brand, so we provide a variety of options for advertisers to control where their ads appear across the Facebook family of apps and services. Advertisers can block delivery of ads to specific apps, domains and Pages by creating Block Lists at the __________ _____, ___ _____ or _____ level.

Block Lists, brand safety

We recognize that some advertisers may want to avoid showing ads adjacent to controversial content or material that doesn't fit their brand, so we provide a variety of options for advertisers to control where their ads appear across the Facebook family of apps and services. Advertisers can block delivery of ads to specific apps, domains and Pages by creating ____ ______ at the Business Manager, ad account or campaign level. To add these, click ____ ____ and select it

currencies, siloed,

When to create multiple business managers (usually recommend just 1) spans multiple regions and you need to receive invoices in multiple _____, then create one Business Manager for each credit line/currency operates in a way that's ______, with limited transparency across lines of businesses (brands, divisions, regions), create one Business Manager for each line of business. has open transparency across lines of businesses, create one Business Manager and use Business asset groups to organize business assets for teams within a single business.

Finance analyst, Finance editor

You can use advanced options to assign finance roles _________ ______: They see financial details like transactions, invoices, account spend and payment methods. __________ ______: They can edit business credit card information and financial details like transactions, invoices, account spend and payment methods.

home, ad account overview, activity

Your Business Manager dash has three primary tabs: ______, ___ _______ ________ and _______. From the dash you can access many of your day to day needs.