in this video you're going to learn how to set up and use the facebook business suite aka the meta business suite so the first thing you're going to need to do is head over to business.facebook.com if you're logged out of facebook you should see a screen that looks like this uh if you're logged in you'll have a create account button in the top right corner so either way click create account it's going to ask me to log in so i'll go ahead and log in with my facebook information and now that i'm logged in to facebook i you can see i've got the option here to click create account so you want to click create account enter the name of your business whatever you want to call it in facebook so i'll just call it something like andrew's business and then your name and then enter your business email then click submit once you do that you'll need to head over to your email inbox whichever email you use to sign up find the email from facebook and make sure you verify your email address if you don't do that there's limited functionality so do that next now once you verify that email address it should send you over to a screen that looks something like this now if it doesn't look like this just type business.facebook.com in your browser hit enter and it should bring you to this screen now obviously there's not much here at the moment but they will be soon so what we're going to do is take a look at my own business suite account so you can get a feel for what this tool actually does and where everything is so business suite is a unified tool that brings together all of the different assets you have under the meta brand things like facebook pages instagram pages whatsapp accounts facebook ad accounts and pixels and anything else that exists within meta that your business owns and so you'll see when you log into business suite you have things like a to-do list that shows all of your messages from different platforms like facebook messenger instagram messenger it shows your recent posts across all of those different platforms like instagram and facebook and over on the left we've got a menu that shows us all of our different unified notifications so notifications from facebook and instagram for example and if we click on inbox it actually brings together all of our different inboxes like the facebook messenger instagram direct facebook comments instagram comments and you can see all of those along the top as well and then if we go back to the menu we can look at posts and stories and again these are published posts across all of the different platforms inside meta now the next thing is actually one of the more useful features here and that's the planner this is where you can go in and schedule posts across those different platforms so there was a time when in order to schedule post any real option was to go and use third party scheduling tools but now the meta business suite actually allows you to schedule posts across facebook and instagram and do it pretty well there are still some things that are lacking but overall it's a pretty good scheduler and the last thing to look at here is insights so the insights screen gives you insights into the performance of your most recent post so you can see things like how many people those posts reached and a bunch of other statistics about how your organic content is performing but now let's go back to the new account and look at how to actually set it up so you've got something like this for yourself the first thing you'll need to do in your business suite account is actually bring in some of those assets namely facebook page instagram account and then people if you've got people on your team this is where you can manage them and their access to your different business assets as well so the first thing we'll do is go down to the settings menu in the bottom left hand corner so click settings you should see something like this the only person in my account at the moment is me because it's a brand new account and you can see in the menu on the left we've got a bunch of different options so the first thing i would do is click on business assets and have a look at what assets you've got as you can see here i've got an ad account and some pixels added in already you're going to want to start by adding in at a minimum your facebook page so let's do that by clicking add assets in the top right hand corner we'll choose facebook page now you've got a few options here you can create a new facebook page if you don't have a business page already you would click create a new one and you would set one up for your business if you do already have one that you own that belongs to your business then you want to claim that existing business page to bring it into business suite if you want to get access to somebody else's business page for example if you're an agency and you need to get access to a client's page then you would request access in this case i'm going to claim my own business page i'm going to type in my name here because that's the name of my page find the page name click it and click next okay i can go down here agree to the terms claim the page and the instagram account so it's actually claimed my instagram account at the same time because my instagram account was linked to my facebook page in order to bring that instagram account it's asking me to log in so i'll go ahead and click login because i was already logged into my instagram account in this browser it's already gone through and logged me in it might ask you to enter your name and password for instagram though if you're not already logged in and then once that's done you can just click on done now you can see in my business assets list here i've got the andrew hubbard facebook page and the andrew and hubbard instagram account which you should definitely follow if you haven't already now let's look at what other assets uh we can add here so if we click on add assets you can add a whatsapp account if you want to and you can add your ad accounts commerce catalogs if you're in e-commerce and you've got these products catalogs or other things here so we'll click on that and just have a quick look if you're in the app space you can do that as well in business creative folders business creative folders are just basically a folder full of media like images and videos that you use for your business but the thing we're going to focus on next is adding an ad account and i've actually gone back to my main business account to do this because it wouldn't let me add a new ad account in the other one you click on add account and it's going to give you the same three options that you saw before you can either create a new account you can claim an existing ad account or you can request share access to somebody else's account now if you are brand new to facebook ads and you don't yet have a facebook ad account you would choose create a new ad account if you want to claim an existing account meaning you've already got an ad account but you just didn't have business suite then you would click claim an existing ad account to bring it in now if you're claiming an existing ad account you would click that and it's going to ask you for your ad account id the way to get that is to go over to the facebook ad manager grab the id from either in the url so you can see it's got account act equals and then a number that's your account id it's not your business id or you can see it here in this drop down it's got the id here so you click the drop down grab the id from there i'm just going to grab it for this example from here take it back across drop the ad account in here and click next now that's going to say would you like to claim it it's going to confirm you tick the box you click claim ad account and that will bring that ad account into your business suite now if you're watching you don't have an ad account you would simply click create a new ad account choose a name select a time zone and a currency but be careful what you choose here make sure you choose a time zone and a currency that are correct and that you'll want to stick with because you can't change these after the fact so choose the correct time zone and choose the currency that you want to use on an ongoing basis because you're not going to be able to reverse that decision so you just give your account a name so select time zone select a currency hit next it's going to ask you to confirm again click that and you would click create ad account and then you would have a brand new ad account to use with your business and it'll already be added to the facebook business suite so at this point let's look at how we assign access to ourselves or our team members within the business suite so with each of these assets you'll see here we've got people with full control and people with partial access two different columns and it shows you in each column how many people are actually assigned and so what we can do is we can choose who within our team if you've got team members gets access to the page the instagram account to the ad account to the pixels and any other asset let's use the facebook page as an example if i click on this i can see that it says i need to review the people so it's giving me a warning here as well as clicking on page access which allows me to see exactly who it is that has access and if i want to add people i can click on add people you can see i can select the people who are within my business right here and i can turn on and off the options depending on what level of access i want to give that person so if i want to add new people to the business i would simply go to people i can click add people and here's where you would add these new people so you'd enter their email address whatever the email address they use for facebook enter their email address and you can choose whether you want to give them employee access or admin access once you do that they'll enter into your people list here and then you can go back to assets and you can assign those people to the different assets once you've got those business assets inside of your business and you've assigned whatever access you want to those assets the next thing to do is click on more business settings and this is actually going to bring you somewhere that might look familiar if you're used to the facebook business manager but these are the essentials that you should do whenever you're setting up a new business suite account the first thing i recommend doing is going down to business info and actually entering all of your business information here so you can see we've got things like address tax ids and a bunch of other things go through and set those up and i highly highly recommend you turn on two factor and set that up as well because it is really common for business suite accounts and facebook accounts to get hacked and one of the easiest ways to improve your security overall is with two-factor authentication so make sure you set that up as well you'll also see there's a drop down box here where it says everyone it's got no one admin admins only or everyone i recommend you set it to everyone which means that anyone that you add to your business via the business suite and you give access to different assets is going to be forced to also use two-factor authentication that dramatically reduces your risk again of getting hacked because it means if you assign somebody access to your business assets like your facebook page your instagram account and you reduce the chance of them getting their account hacked and the hacker getting access to your business assets via people in your team or people you've given access to once you've done that i recommend heading over to payment methods next and adding a payment method so you can see here we've got add payment method that's going to allow you to add either a credit card or a paypal account to pay for your ads now you'll notice there's some repetition inside of this advanced settings menu as well so if we go to things like accounts pages that's simply going to show us the pages that we added in the previous section and we can see all of our other assets in these different menu items here as well so once you've gone through all of those steps you should have something that looks like the facebook business suite that i showed you at the start of this video and once you've done that there are two more really important steps to do next so i recommend making sure these are the next things you do first of all make sure you verify your domains there's a video here on that second make sure you verify your business with facebook and there's a video right here that will show you how to do that hope you enjoyed this one see you next time bye
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