How to setup Meta Ads, Facebook Ads & Instagram Ads and properly add an agency.
We're going to setup the right Facebook, Meta and Instagram assets, then show you how to add in an agnecy as a partner.
Best way to share Instagram Access & Facebook Access with an Advertising Agency
This is a tutorial on how to properly give access of your ad account, facebook page, instagram page and Meta Ad account.
Do not give your password to an agency unless absolutely necesary.
If you do this setup right the first time, and learn how to do it in the future, you won't have any nightmare scenarios.
You should always have Two Way Authentication Turned on for your Google Ads and Facebook ads.
We personally know a dozen or so people who had their Facebook Account stolen from them, and the main reason is that either their account, or someone in their business account, did NOT have two way authentication on.
Getting Started Setting Up Meta/Facebook/Instagram Ads for Agency:
First off, please log out of every other Facebook profile & Instagram profile that IS NOT your core profile with business access.
Log out of other profiles, so you avoid the mistake of hooking these up to the wrong account.
A - Create a Business Page.
You will need to create a Facebook Business page for your business.
Fill it out as much as possible, complete the images, email, phone and web address.
Over time, add in some posts and get things warmed up.
B - Create an Instagram page for your business & convert it to a business page
Instagram & Facebook are slowly becoming one.
You should setup both of these in order to run Meta ads on both of the platforms.
Running ads on just Facebook or only Instagram doesn't make much sense, so we need to setup an instagram account for the business.
Setup a Business Instagram Using Your Phone
You'll want to get your phone, log into your Facebook App, and then download the Instagram app as well.
Doing this on a computer doesn't work.
Create an Instagram for the business, using the phone, until you get to the finish line.
Don't forget your passwords!
B.2 - Convert the Instagram Page to a professional page.
Using your phone, go to your instagram page.
Hit the little icon in the lower right, to go to your main page.
Now, hit the menu in the upper right corner.
Go to the Settings and Privacy Gear
Go to Business Tools and Controls under the "for professionals"
Go down to "switch account type" in the instagram account, so we can choose Business.
Switch it to a Business Account - which can then get connected to other platforms.
Switching the Instagram account to a business account might look different over time, and we'll try to keep this tutorial up to date, but the bottom line is that you'll want to get it converted so we can actually advertise with it.
Consequences of Going Business
You'll love privacy on some old posts, and you'll end up losing the ability to do the fun copyright songs, so make sure you have one of these really just to do advertising with.
C - Connect the Facebook & Instagram to Meta
Now, you might automatically get added to the Meta Business Suite - but there's a chance you won't.