Meta Ads Onboarding: Current Account Status
Before we can start working on your Meta advertising campaigns, we need to understand what assets and accounts you currently have access to.
Meta's ecosystem can be confusing because there are several different account types that work together. Please review the items below and let us know what you already have.
Step 1: Check Your Meta Assets
Visit:
Sign in using your personal Facebook account and review the following:
Meta Business Manager Account
A Meta Business Manager (also called a Business Portfolio) is the central place where all advertising assets are managed.
Do you already have a Meta Business Manager account?
If yes, please provide:
- Business Manager name
- Business Manager ID (if available)
Meta Ads Account
An Ads Account is used to create and manage advertising campaigns.
Do you already have an Ads Account?
If yes, please provide:
- Ads Account name
- Ads Account ID
Facebook Page
A Facebook Page is required for most Meta advertising activities.
Do you have a Facebook Business Page?
If yes, please provide:
- Page name
- Page URL
Instagram Profile
Instagram profiles can be connected to Meta advertising campaigns and Business Manager.
Do you have an Instagram Business or Creator account?
If yes, please provide:
- Instagram username
- Profile URL
Mobile App Profiles (If Applicable)
If you plan to advertise a mobile application, we will need access to the app profiles.
Do you have any of the following?
- Apple App Store listing
- Google Play Store listing
If yes, please send:
- App name
- Store URLs
Most Important: Personal Facebook Profile
Meta requires at least one personal Facebook profile to manage business assets.
Do you have a personal Facebook account under your real name?
This account:
- Owns or manages Business Manager accounts
- Receives permissions and access requests
- Is required to grant advertising access
If you do not have a personal Facebook account, please let us know before we proceed.
How to Check What You Have
- Visit https://business.facebook.com
- Log in with your personal Facebook account.
- Open Business Settings.
- Review the following sections:
- Business Portfolio
- Accounts → Ad Accounts
- Accounts → Pages
- Accounts → Instagram Accounts
- Apps
You can also take screenshots of these sections if you're unsure what information to send.
What to Send Us
Please reply with any of the following assets you already have:
- Meta Business Manager account(s)
- Meta Ads account(s)
- Facebook Page(s)
- Instagram profile(s)
- Mobile app profile(s)
- Confirmation that you have a personal Facebook profile
Don't worry if you're missing some of these assets. Meta provides several ways to create, transfer, and share access, and we'll guide you through the setup process.
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