Have you just started working with your first client
running ads for them, but they've never run ads before,
so they don't have any of the infrastructure set up.
They don't have a Facebook account, a business manager,
a pixel, any of that sort of thing and you're not sure
how they need to set that up and you're not sure how
they need to provide you with access to all of those assets.
In this video, I'm going to show you everything
you need to do.
So let's get into it.
Hello, you 590 odd wonderful subscribers.
I really appreciate you support.
I've been at this for quite a while, probably
about a year now I think.
I hope you're enjoying the content I've been
producing on my channel.
My name is Rod Bland.
I'm the owner of Rod Bland Agency.
We help people create optimize, set up and do
better with their Facebook and Instagram advertising,
and generally do better with their entire business.
So I have a long history in e-commerce.
I started an e-commerce business 18 years ago,
sold it a couple of years ago, go to my competitor.
Since then I've been running my own agency and producing
content on this channel, as well as helping our
clients with running their Facebook and Instagram ads.
So one of the questions that I recently had on my
YouTube channel was how do I get one of my new clients
who has never run ads before to set up their business
manager, their ad account, their pixel, and how do I
get access to those assets so that I can run ads for them.
This video is going to be all about that.
I'm not going to cover how you go about creating the
business manager from scratch and setup the pixel, because
I've already done videos for that, and I'll link to those
in the description below.
But what I am going to show you is how you need to work
with your client to set up access to you so that you
can run ads on their behalf.
So let's jump on the computer..
So assuming that your client has set up a new
business manager or they have a business manager and
they've set up an ad account.
They've applied a payment method.
They've set up a pixel and they've applied that to their
website, and they've got a Facebook business page set up.
As I said, I've got videos that show you
how to do all of that.
Then they will need to go to business.facebook.com
and then log in to the business settings from
the little menu there.
Now if you don't see your business manager is set up
like this, like you might have the business suite,
then I recommend you switch to the classic interface,
and I've got a video on how you switch from the business
suite to the business manager.
There'll be a link to that in the video description as well.
So once you're at that stage, then what you have
is a screen that looks a little bit like this.
So there's a few assets that your client should
have set up already and they are going to be as follows.
They need to have a business page set up and that's covered
in the new business manager set up video that will be
in the video description.
They need to have an ad account set up as well,
and there needs to be a payment method applied
to the ad account.
As well as that, they may want to have an
Instagram account set up.
It's not absolutely necessary.
Under data sources, there also needs to be a pixel.
So this is a test ad account I've already
got all those things up.
Now, what I want to do is I want to provide
access to my agency, which is going to be me.
So this is what your client would do to provide
access to your agency.
So, firstly, I like to provide two different
levels of access.
One is via the people section and one is via
the partners section.
So you will need to find your business manager ID.
When you go to business.facebook.com,
your business manager ID is this one up here.
I'm going to switch to the other screen so I
can grab my business ID.
So that's my business ID there.
So I'm going to copy that to the clipboard.
So to get your client to set up access to you as a
partner, you need to get them to go to this one here.
So partner to share assets with you click on add.
You get them to put in your business manager
ID, you go to next.
Now they need to choose the assets that they're
going to share with you.
So from the left, they may have what's called a new
pages experience, or it might be a classic page.
Whichever one it is that shows up with something
in the middle, you need to select that.
And then down the bottom, get them to choose manage page so
you have full control of that.
Under ad accounts select the relevant ad account,
manage ad account, and then if they've got a catalog and
they need to share that, get them to share that as well.
And then under your let's see pixels.
See that I can't select the pixel and that's
because the pixel is new.
So you need to actually have been using that pixel
before you can share it with another partner.
In that case, that is all I can get access to.
So we go save changes, and then we click on done.
That will generate a partner request within
you, the agency owners, Facebook business manager.
So let's go and have a look at that.
If you click on the notifications icon down
in the bottom left, then you should see that you've
been granted access to another person's ad account.
So now let's go back to the client side and
what we want to do is get access as a person.
Now, the reason for this is because there's some things
that partners access doesn't provide you with access to,
and sometimes you need to fix things that the client
hasn't done quite right, and rather than having them
do it, it's far, far better if you can get admin access
to their Facebook account.
The way do you do this is select People, and
then you click on add and then you just need to put
in the email address of you as the agency owner.
So this is the email address of the Facebook account
that you use to manage your agency business manager with.
So we click on add and actually, this is where you
need to put the email address.
So make sure that your client chooses admin
access, not employee access.
Employee access is pretty useless, so go admin access.
You need to repeat the process like you did before.
So you go classic pages.
Manage page.
Then you have look at ad accounts and you
add in the ad account.
Make sure that you've got managed ad
account access there.
Then you need to go to the pixels and you can see
as a person, you've got full access to the pixel.
Get them to add you to the Instagram accounts and
possibly the catalogs as well.
And then what you do is you click on invite, well your
client needs to click on invite and then you are done.
So that will generate an email to you.
It pretty much goes straight away and very occasionally the
email won't make it through.
So if that's the case, what you can do is get your
client to go back into this section here, you can see
this invite is pending.
You can get them to click on resend and, and just
resend the invitation.
So I'll show you what that invitation looks like.
So this is the email that Facebook will generate to
you from your client to you.
Click on get started, and then you just need to put
in your name as you want it to appear from the client
side, click on continue, and then accept the invitation.
You need to put your password in here.
Then we'll go back to the client's business manager and
now we can see that we've got myself has been added under
People and I've got access to all of these assets here.
And that's all there is for this video.
It's pretty straightforward.
So this is how you can have your client provide
you with access to their assets within their Facebook
business manager so that you can run ads on their behalf.
It's the way that we do it for all of our
clients within our agency.
It's the way that I recommend that you do it.
Don't be one of those agencies that requires that
the ads be run within the agencies business manager,
so that if their client ever leaves, then they lose
access to all those assets.
That is a dick move in my opinion.
Just make sure that you get the client to set up all the
assets on their side, and then you get them to provide
you with access to those assets at partner level and
also at the people level.
And after that, everything should be pretty
smooth sailing for you.
Did you find this video useful?
If you did, I hope you did, then go ahead and hit the like
button and click subscribe.
I really appreciate that.
Now, if you have any questions or you've got
anything else that you'd like me to cover, please
put that in the comments below, that really helps me
to provide content that's actually useful to people.
And if you are wanting to run Facebook ads, either get
started or do a lot better with what you're currently
doing and you need some help with that, and you'd
like to have a chat with somebody, then there'll be
a link in the description of this video below where you
can click and book a time in my calendar, have a chat.
We can talk about what you're doing in your business,
what your plans are.
You can talk about how things work with us, what
the pricing is, and, we may end up working together
sometime in the future.
That's all for now, and I'll see you in the next video.