Before connecting your Facebook to Witly you will need to make sure your business manager is set up properly! This article details everything you need to do to set up your business manager. If you are getting obscure errors in Witly when trying to publish an ad or create custom audiences, you're in the right spot! Most Facebook errors in Witly can be resolved easily using the resources below.
What must be completed or added to be compliant with Meta?
Business Manager Set Up
2 Factor Authentication
Edit / Add Business Info
Add a Payment Method
Assign Permissions / Admin Access
Connecting Accounts & Misc
Add Facebook Business Page
Add Instagram Page (Optional)
Add Ad Account
Accepting Terms of Service
FB Lead Ad Terms of Service
FB Custom Audience Terms of Service
FB Non-Discrimination Terms of Service
Navigate Business Manager
Before you can make updates to your business manager, you will first need to know how to locate it. Follow the steps below to access your business manager!
In a new tab or window, open https://business.facebook.com/
On the left side of your screen, make sure your business manager is selected.
If it is not, select your profile icon on the left side. This will pull up your business managers.
Select the business manager you will be running ads from.
On the left side, select the hamburger menu next to (1) "All Tools"
Select (2) "Business Settings"
You can now make edits to your Business Manager.
Set Up Your Business Manager
Click the links below for instructions on how to set up Business Manager. Please note that you will only need to complete these steps if you have not previously done so.
Turn on two-factor authentication
To maximize security in your personal Facebook account, you will want to turn on two-factor authentication. Learn how to in this article!
Edit / Add Business Information
Adding your business information is crucial for ensuring the security of your business manager! To learn how to edit your business information, click here.
Add a Payment Method to your Business Manager
To run ads in Facebook, you will need a way to pay for them! Learn how to add a payment method to your business manager here. You will be able to apply this to your ad account.
Assigning Admin Access / Permissions
If you notice that you cannot make changes to your ad account or certain features in Business Manager, it may be due to your permissions. In order to manage your Facebook assets, you will need to have full permission / administrative rights. This article covers how to grant yourself this in Facebook.
Connect Your Accounts to Business Manager
Click the buttons below for instructions on how to connect your accounts to business manager. Please note that you will only need to complete these steps if your accounts and pages are not currently connected.
Add a Business Page to Business Manager
Click here to learn how to add a business page to your business manager! By adding a page to your business manager, you are confirming that your business owns this page.
Add an Instagram account to Business Manager
To run ads from your Instagram account, it must be pulled into your Facebook business manager! Click here to learn how to tie your Instagram account into Business Manager. Please note that your Instagram account must be professional in order to run ads from it!
Add an Ad Account to Business Manager
Click here to learn how to pull your existing ad account into your Business Manager, or to how to create a new one! Once your ad account is added, make sure to apply your payment method to it.
Facebook Pixels (optional)
The Facebook Pixel: What It Is And How To Use It
Looking to retarget people who have visited your website? You're in the right place!
Facebook describes a Pixel as, "a piece of code for your website that lets you measure, optimize and build audiences for your ad campaigns".
This article explains the wonderful world of Facebook Pixels.
How to set up and install a Meta Pixel
Click here to learn more about how you can set up and install a Meta Pixel! Please note that you may need to reach out to your developer for assistance.
Accept Meta's Terms of Service
FB Lead Generation Terms of Service
In order to run lead generation ads, you must review + accept FB's Lead Ads Terms of Service.
FB Custom Audiences Terms of Service
Having a hard time creating custom audiences in Witly? If your custom audience page isn't loading, you probably haven't accepted the terms of service for this. In order to use and target custom audiences (pixels, CSV's, stages in your CRM), you must review + accept FB's Custom Audience Terms of Service.
*Make sure the ad account you are agreeing from is the one you we be running ads from!
FB Non-Discrimination Terms of Service
Before running any ads in Facebook or Witly, you will need to review and accept Facebook's Non-Discrimination Terms of Service! Learn how to here.
Congratulations on setting up your business manager! 🎉
Now that you've set up your Meta business manager to be compliant with their terms of use, you can connect your Facebook to Witly!