hi team it is rachel on clever social
here and i
am going to walk you through some rather
big changes that are happening in the
back end of shopify
in terms of its integration with
facebook now you may have logged into
shopify recently and seen
a whole bunch of pop-ups around um
you're not being logged into facebook
you're not being able to advertise on
facebook you're not being able to sync
to facebook
and that is because that on the
left-hand side of here where we have the
sales channels
there has been an indication of uh
facebook shop and instagram there's been
two sales channels that have been
sitting there
but this little guy popped up in
addition to those ones that already may
have existed for you
uh months ago and uh there's been if
you've ever clicked on it
some notifications saying you know this
will take over as the primary app for
facebook and instagram but
no other advice around when to start
setting that up so in the last few weeks
i've had lots of people contacting me
saying that all their shopify stuff was
going wrong when it came to facebook
so that to me was indicating that we
need to start setting up the new app
even though no one told us to so i have
already clicked through one step of the
setup process
by clicking on this guy here and it's
asked me to log into facebook
it's going to ask you to log in as you
as a person so one thing to keep in mind
facebook always deals with us as an
individual person as our personal
account
our personal account has access to
things like business pages or business
manager or ad accounts
but we always log in as us there's no
such thing as logging in as a business
so as we can see here uh inside the
facebook channel it's asking me to set
up facebook shops and instagram shopping
uh and i think there's some stuff around
making sure your products are appearing
in facebook so that you can market it
indicating to me that you'll be able to
run some ads probably from shopify in
the future
i wouldn't bother but you know it's a
feature that you probably might want to
look at at some point
um so let's kick off shall we so we're
going to hit continue set up here and
what this is going to do is actually
going to ask me to link all of my
accounts
up so let's take a wee pause here for a
moment team
if you are not using business manager or
if you have set your business manager up
wrong you are not going to be able to
connect this up effectively
um you need a business manager with your
ad account
and your pixel and your catalog
all under your business manager with you
assigned to those assets
as an admin so if you have not done that
you're going to have problems at this
point which if you end up going around
in circles
this may be your issue if you've already
tried setting this up to date
so um one of the key tricks for young
players that we often see at this point
is that
you may have pulled your facebook page
into business manager but you didn't
pull in your ad account you didn't pull
in your pixel
and you haven't assigned yourself to
those things so it's
not just pulling the assets into
business manager it's giving
you as the individual admin rights to
those assets
so as you can see here it's going to ask
me to connect my personal account which
will then let it know what business
managers i have access to
what facebook page because i might have
multiple facebook pages under one
business manager
what pixel a commerce account is a new
thing which we'll talk about in a moment
and then i have to accept some terms and
conditions so i'm just going to quickly
do that
bear with me so i've logged in as myself
on facebook and i've connected my
personal account it is then picked up
that
i've already in the past actually
connected a business manager here
so it's actually auto picked this up if
you have multiple business managers
you're going to have a little drop down
option here to make sure you've picked
the right business manager
and again it's gone through and
collected all my information rather
cleanly
but that is because that i have this is
a new website it's actually my own
website
i set up the business manager correctly
and it's it's not very old so there's
not a lot of
other stuff floating around in there and
that won't be the case for lots of
people it hasn't been
the case for lots of people that i've
worked with to fix this issue
so make sure that you have selected all
the right pieces if you can't select the
right pieces you've got a problem with
your business manager
so you're going to have to go sort that
by the way there's lots of people out
there who are avoiding it but you're
going to have to do it
so pixel tracking here this is really
important you're going to want to go
onto your website and check
in your settings or by using the pixel
helper
little plugin which is this guy here to
check that this is the right
pixel especially if you've been using
multiple pixels or multiple ad accounts
in the past or have multiple businesses
and then lastly if you've been running
ads to date or you've had a catalog
or you've been using some functionality
around facebook ads
and also product tagging you possibly
have a facebook commerce account
so at this point it's going to actually
ask you can you delete your can it
delete
your commerce account for you and create
a new one and you're going to say yes
because i haven't actually done any
advertising because this is really just
a
site i'm playing with um i haven't got a
commerce account so i can just hit
create and it'll be nice and clean but
don't be afraid to
let facebook delete and create your new
one at this step
so now um it has created me a commerce
account i've got a nice little green
tick
now i just have to accept some terms and
conditions from facebook
so i'm going to do that bear with me
caller
so i have accepted those terms and
signed my life away so now i can finish
setup
now this site isn't actually live and
published so i do expect there to be
some errors when i
this page loads but essentially if your
site is live
then you will be fine you are ready to
use facebook shop
so the thing that's great about this um
and again
we can ignore this my site is not live
um we
are going to see after your products
loads it could be
15 minutes could be overnight um you're
actually going to see any products that
have problems so now if you've had
issues with tagging not being able to
see products select products this is
actually going to indicate whether we've
got a problem
common issues include things like you
can't you can't advertise or tag hand
sanitizer on facebook
um if you're using phrases like medical
grade silicon
or anything that refers to the fda or
products that actually aren't allowed to
be advertised or shared on facebook so
when we move into sort of supplements
and things like that
um there's some there's some products in
that space doesn't like hemp oil hemp
seed oil
so if you've got any of those things
happening this is going to flag it
inside shopify now traditionally this
would have been flagged inside catalog
manager on the facebook side
which means that you have to come back
to shopify and edit the product
description so that the feed didn't just
keep refreshing
um and replacing any edits you made at
the facebook side so this is a much
better way of doing things it's actually
a great update
um so then you're going to go through
the exact same
process and you're going to set up
instagram shopping as well now once
you've done that you're going to have a
little bit of a settling in period i'd
say you're going to need to give it 24
to 48 hours
and it's going to throw up any issues
that it's going to throw up and you
should try and look at those and address
those now
a lot of the issues like i said will be
around phrasing
keywords that are like high-risk
keywords medical grade silicon for
example
um and also just lots of people don't
know that they can't sell their products
on facebook
that you actually it's against um
terms and conditions so uh this is going
to
illuminate all of that for you um and if
you
do pick up phrasing that may be in
your product description that you think
of i wonder if facebook's
misunderstanding that
uh rephrasing removing you can then
instantly see
within a few moments whether it's going
to accept that which is fantastic
so this is your new hub for all things
facebook and instagram marketing
related now i'm going to throw in an
extras for experts and i'm going to
jump into my business manager so if you
go to business.facebook.com
and you have a business manager this
page will load or you'll get a bunch of
tiles if you have access to multiple
business managers
so you're going to go into the business
manager of the one you think is
is the right one or at that point you're
going to have to set up a business
manager if you don't come to the screen
you'll be prompted to set something up
so once we're in here if you're in the
screen and you don't see an ad account
and you don't see a page
just sitting here like this like i do
that means that either your pages and ad
accounts aren't in your business manager
or you personally are not assigned to
them
so you can only see the this information
here if you as a
user is a you're assigned to those
assets
um and that's when we have to click on
the blue business settings button
i'm just going to do that now and you
need to go through the process of adding
your page and adding your ad account
now if another business manager owns
your page
either one you already a business
manager that is yours that you just
haven't managed to get into
or someone else owns the business before
you
you're going to need to pull it out of
there and get access to it in here
because you're not going to be able to
add it
it's already claimed so what you need to
do is as a person
i am assigned to these three assets
if i go further down you can say got my
page in here i'm assigned
we've got um under data sources
we have our catalogs but let's go to add
accounts first add accounts
i'm assigned and as we scroll down the
page we can see all the things that we
need to be assigned to
so we've got a catalog which is how i
tag how we tag products
i'm assigned pixels
i'm in here i should assign myself so
i'm going to do that now i'm going to
click on the add people button
i'm going to click on my name manage
pixel
assign so now i have access to all of
the bits and pieces i need access to
that are my assets
and that's what you should be doing as
well now you may have created in the
past as well a business
asset group which is where you've
combined all of these into a bucket
so you still need to assign someone the
business asset group but then usually
you do have to continue and assign them
to each thing individually
so a business asset group just allows us
access to some other reporting
which looks at our assets holistically
sort of report on ads pixels and pages
and one
report which is why we put them in a
bucket in a group
so apart from that that's all you really
need to be doing
um you need to make sure your page is in
here your ad account is in here your
pixels and your catalogs in here
otherwise you're not going to be able to
set up your shopify so
just a quick refresher if you head to
pages and you own a page
you can just go add add a page and then
you can write in your page name and it
will pick it up if you are an admin
however if you do this and the page is
already claimed by business manager
it's going to say to you that you need
to go and talk to the
person who's currently claimed the page
and get them to hand it over
quite often it turns out that someone
has this in a business manager and no
one knows who
there's actually quite a lengthy process
to get facebook to release it and give
it to you to claim
but um please get in touch if that's you
because i've gone through it many times
you can request access to a page and
bring it in here
if you're an agency or you're wanting to
access a third party page for some other
reason
but if you're a small business owner you
you're the company owner you need to be
using this top
function here um if you haven't yet gone
through this process because you're a
new business owner you can create your
page from in here which is nice because
it's all done from the get-go
but this is the hairiest bit that people
run into problems
the second thing is if they can't get
their if they have got their business
manager in here they've got through that
hurdle
uh they need they haven't put in the
rest of their assets they haven't added
their ad account
it's the same process you click on ad
account you click on
add and you would add an ad account that
you already own
or you would be requesting access to an
ad account if for example you have a
business partner
and you're using the business partner's
personal ad account to run ads and
that's where you
you run all your ads historically that's
where your pixel is assigned
you would probably request access to the
ad account and pull it into your
business manager so you and your
business partner
could use the account and still have
access to all of that data historically
that you may have collected in that
account
so things can get messy because most
people don't start off
running their business on facebook with
a business manager but there are ways
around that
there's also decisions we might have to
make you might have to decide hey
we need to put a new pixel on the
account because
we want a new ad account we want a new
pixel for some reason because we don't
have access
we need to start from scratch so there
are ways we can migrate you
to getting everything into business
manager if you've got a bit of a messy
situation
so please sing out if that is you um i
spend my life unpicking people's
business manager problems
so that is a really high level not
super quick but high level overview of
shopify and business manager and just
how crucial business manager is now
if you're a shopify user if you're not a
shopify user you should still be using
business manager
but um you're kind of being forced to
now buy
the shopify facebook integration so i
hope you learned something and that was
helpful
uh drop me a message either uh comment
below or flip me a dm and i'd be happy
to chat to you about anything that came
up from this video