Cali Business Manager User Guide

: July 26, 2024
: CALI

Table of Contents

Cali Business Manager
Product Information
Product Usage Instructions
FAQ
INTRODUCTION
Business Assets in Meta Business Manager
CONTACT
Read User Manual Online (PDF format)
Download This Manual (PDF format)

Cali Business Manager

Product Information

Specifications

Product Name: Meta Business Manager
Functionality: Manage Pages, Ad Accounts, Apps, and other business assets centrally
Key Features: Permission management, control, security, privacy, integration with Facebook and Engagement Cloud

Product Usage Instructions

Meta Business Manager is a powerful tool to manage all your business assets in one place. Follow the steps below to get started:

Step 1: Create a Facebook Account

Visit business.facebook.com
Set up your Business Account by verifying your business name, selecting the primary Page, and providing your work email address.
Consider using a shared inbox for your business email.

Step 2: Add Existing Assets:

To add existing assets like Pages or Ad Accounts to Meta Business Manager:

Select the Business Assets tab in your settings.
Click the “Add Assets” button.
Follow the prompts to claim existing Pages or Ad Accounts.

Step 3: Adding Users and Assigning Permissions:

You can add users and assign permissions to manage your business assets effectively.

FAQ

Q: How do I claim an existing Facebook Page in Meta Business Manager?
A: Select the Page from the list under Facebook Page and click “Claim Page” if you have the necessary permissions.
Q: Can I create a new Ad Account for my business in Meta Business Manager?
A: Yes, you can create a new Ad Account under Advertising if needed.

INTRODUCTION

With Meta Business Manager, you’ll be able to manage all your Pages, Ad Accounts, Apps, and other business assets all in one place. Additionally, with Meta Business Manager, you can centrally manage the permissions for your business assets, allowing you to maintain control, security, and privacy.
With all your Facebook and Instagram assets centrally managed in Business Manager, you can easily connect to Engagement Cloud, allowing you to build custom audience segments with just a few clicks.

Getting Started with Meta Business Manager

To use Meta Business Manager, you will first need a Facebook account.

Once you have an account, simply visit business.facebook.com, and follow the prompts to set up your Business Account.
When creating an account, you’ll need to verify the name of your business, select the primary Page, and your work email address.

PRO TIP: Consider using a shared inbox (ex.marketing@MyBSP.com) as your business email.
Now that you have a Business Manager account, we will learn about assets, and how you can move your existing Page or Ad Account into your Business Manager account.

Business Assets in Meta Business Manager

With a Meta Business Account, you can manage your existing Page, Instagram Account, Ad Account, and more. With Calix Engagement Cloud, you will also use your Meta Business Account to manage the app integration that connects Calix Engagement Cloud to Facebook.
The following assets can be managed in Business Manager:

Pages
Instagram Accounts
Ad Accounts
Audiences
Business Events
Facebook App (from Meta for Developers)

Adding Existing Assets to Meta Business Manager
To add an existing Page, Ad Account, or other assets to Business Manager, select the “Business Assets” tab in your business settings, and click the blue “Add Assets” button.

If you are adding an existing Page, select Facebook Page, then Claim an Existing Facebook Page. Next, search for the page, and select the correct page from the list. If you are an Admin and have the correct permissions, you’ll be able to claim the page automatically after clicking Claim Page. If you are not an Admin, the page will receive a notification to approve the request.

If you are adding an existing Ad Account, select Advertising, then Ad Account. If necessary, you can also create a new ad account for your business.

Adding Users and Assigning Permissions
Now that you have your Business Manager account set up and have claimed a Page or Ad Account, you can invite employees and give them access to the account. When inviting employees, you’ll have the ability to define their access role and select which assets they will have access to. The two roles are:

EMPLOYEE: Partial access, only assigned assets you select. (Specific pages, Ad Accounts, Apps, etc.)
ADMIN: Full control, allows the user to manage the account, give access to other people, add or remove business assets, and delete the Business Account.

Conclusion

Meta Business Manager is a great tool for maintaining control, security, and privacy of your Meta Assets.
If you have any questions on Business Manager, or integrating Facebook and Engagement Cloud, please reach out to your Calix Customer Success Manager.