YouTube transcript (089Oo6tKCmE) — Transcript
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- 0:00hello and welcome to the fourth video of
- 0:02this Facebook ads Mastery course and
- 0:06um in this video we are going to discuss
- 0:08some more things about business manager
- 0:11and AD account basically how to set up
- 0:13all the meta business suite and your ads
- 0:17manager so that we are ready to run any
- 0:19kind of campaign right it might be a bit
- 0:22boring but trust me this is the most
- 0:24important part where you learn how to
- 0:25set up and these things you don't do
- 0:27usually so you uh sometimes forget so
- 0:30you need to have a strong understanding
- 0:31of how to set up but if you are a
- 0:34professional and you are going to let's
- 0:35say join an agency all of this will be
- 0:38already set up so you probably will
- 0:40directly go ahead and run campaigns but
- 0:43trust me this is important information
- 0:45to know as well
- 0:47because I have seen people who directly
- 0:48joined agencies started working there
- 0:51and they became experts on Facebook ad
- 0:53but they don't know these kind of things
- 0:54how to set up payment methods how to set
- 0:56up different kind of entities so that's
- 0:59what we will discuss in this particular
- 1:01section how to add payment methods how
- 1:03to add pages to business manager and how
- 1:05to add users to business manager right
- 1:08you might be a bit confused about we are
- 1:11learning so many things just put things
- 1:13into perspective so this is what we have
- 1:16been doing so far so we uh first created
- 1:19this is like the ideal setup before you
- 1:21run that professionally you can skip
- 1:23some of these steps but it's always good
- 1:25to know information right so that's why
- 1:27I designed this course in such a way
- 1:29that before we start making actual
- 1:31campaigns
- 1:32you know how to basically set up
- 1:34everything
- 1:35and make your account ready to go live
- 1:38so the first thing we learned is have a
- 1:40Facebook profile everyone needs to have
- 1:42a Facebook profile if they want to run
- 1:43ads on Facebook ads
- 1:45um basically to use ad manager account
- 1:47and stuff and then you need to have a
- 1:49Facebook page which we created then we
- 1:52created a business manager account and
- 1:54then we created ad account in the last
- 1:56video we created these three things now
- 1:59basically we are ready we have an ad
- 2:01account now we can directly go ahead and
- 2:02run campaigns but in actual real life
- 2:05scenarios if you have to run these
- 2:07campaigns in ad account you basically
- 2:08need to have a payment method you need
- 2:10to because you need to pay Facebook the
- 2:13campaign costs whatever
- 2:15camping you run you generally we do it
- 2:18through a credit card or a debit card
- 2:20but it depends on a lot of country so
- 2:22for example in India they accept
- 2:24um I don't know UPI or anything else as
- 2:27well maybe in certain countries they
- 2:28accept Paypal as well but generally
- 2:31throughout the world cards uh credit
- 2:33cards and debit cards are accepted so we
- 2:36will know how to add that payment method
- 2:37Because unless you have a payment method
- 2:39added your campaigns can never run
- 2:42then we will know how to link or add the
- 2:45Facebook page the Facebook page we
- 2:47created we will now link it to our
- 2:50business manager now the other way is
- 2:52once you create business manager then
- 2:54you create a Facebook page but generally
- 2:56people create a Facebook page separately
- 2:58and then link it which is uh easy the
- 3:01all of these things are easy
- 3:02it's just few steps and then we will
- 3:05know how to add users now this is an
- 3:07optional step so for example if you are
- 3:08a freelancer and you don't have anyone
- 3:10else in your team you will not need to
- 3:12add users but I will still show you it's
- 3:14very easy how to add users to your
- 3:16business manager and give them access
- 3:18and uh then we will the last thing that
- 3:21the spending is set up conversion
- 3:22tracking which is only used for
- 3:25conversion campaign so for example if
- 3:27you want to run leads and ads awareness
- 3:29campaigns focusing on views increasing
- 3:32followers of Facebook those kind of
- 3:34campaigns you don't need this but if you
- 3:36are running conversion campaigns meaning
- 3:37that you are sending uh people who click
- 3:40on your ads to your website or app and
- 3:42you want them to take an action there
- 3:43which you want to kind of track in
- 3:45Facebook how many of the people who
- 3:47clicked on the ad went to my website how
- 3:49many of them fill the lead form on my
- 3:52website how many of them actually
- 3:54purchase something what was the total
- 3:56sales value of all the people who
- 3:58clicked on this campaign and how much
- 4:00products did they buy were so all of
- 4:04that if you want to do like drag things
- 4:06on your website or apps then you need to
- 4:08set up conversion tracking as well it's
- 4:10very important it's straightforward and
- 4:12basically that will be our next video
- 4:14once we have all this set up trust me
- 4:17we are good to go uh we can go ahead and
- 4:19start campaigns and learn more about
- 4:21Facebook ads strategies and stuff but
- 4:23this is like one of the important it's
- 4:26it's not boring but it's the most
- 4:29important part in learning Facebook ads
- 4:33now the first thing we will learn is uh
- 4:35adding payment methods because we
- 4:36already learned how up to how to create
- 4:38ad accounts now we will learn how to add
- 4:40payment methods now about payment
- 4:43methods you need to remember one small
- 4:45thing that there are two ways to add
- 4:47payment methods so one thing you need to
- 4:49remember is payment methods are added to
- 4:52each ad account right every ad account
- 4:54has a payment method so if you have two
- 4:56clients you have two ad accounts for
- 4:57them you can have separate payment
- 4:59methods let's say One credit card or One
- 5:01debit card for client one and one for
- 5:03the client to add account so an ad
- 5:05account has a payment method right you
- 5:07add a payment method to an ad account
- 5:10that's one way the other way is you add
- 5:13your payment method to your whole
- 5:15business manager so all the ad accounts
- 5:17that you add in that business manager
- 5:19can share that credit card but so in
- 5:22real life let me give you some examples
- 5:24so for example I was working for an
- 5:25agency let's say a small agency right we
- 5:28had 10 clients and for all the 10
- 5:29clients we use the same company credit
- 5:32card right so we didn't have to add it
- 5:34to each ad account separately so what we
- 5:37did did we added it directly to the
- 5:38business manager any new ad account or
- 5:41existing ad account we had for any
- 5:43clients we used to select that so we
- 5:45don't have to add it every time in each
- 5:46ad account we add it at business manager
- 5:48level it's that's simple but even if you
- 5:51add it at the business manager level
- 5:53sometimes you would get a client they
- 5:55would say you have to use our credit
- 5:57card we can still go ahead and for
- 6:00example choose a different credit card
- 6:03or a payment method for that ad account
- 6:05so it's up to you it's just for your
- 6:07ease you add it to your business manager
- 6:09and if you create a new ad account you
- 6:10still have an option to directly use the
- 6:13one added to the business manager or
- 6:15create a new one new payment method for
- 6:17this particular ad account or change
- 6:18it's that simple don't get confused in
- 6:21this okay so let's go to our business
- 6:23suite and we will see how to add credit
- 6:26cards that is our next logical step I'll
- 6:30show you from until you get used I'll
- 6:31show you from the beginning again so
- 6:34this is the website you generally go to
- 6:35business.facebook.com it will take you
- 6:37to the business manager here
- 6:39so this is our business manager if you
- 6:41click here you see uh this is our
- 6:44business manager if you have to go to
- 6:45business manager settings we click on
- 6:47this one like last video there are
- 6:49multiple ways to add it but this is the
- 6:51most easiest and simple one now we are
- 6:53in Senator Vietnam ads business manager
- 6:55this is uh these are the settings to
- 6:58this particular uh business manager now
- 7:00on the left hand side you will see
- 7:02billing and payments now once you click
- 7:05on billing and payments it will take you
- 7:06here and if you see always check this we
- 7:09are in Senator we are an ads business
- 7:10manager click on payment methods it
- 7:13shows there are no payment methods added
- 7:15at the moment and this is fortunately
- 7:17this appeared and this is one good thing
- 7:19because we will get to learn something
- 7:21now now if you see it saying that I as a
- 7:24user do not have edit permissions to add
- 7:26payment methods which means me as a user
- 7:29do not have permissions to add credit
- 7:31cards and stuff like that to change
- 7:32payment methods now for that what we do
- 7:35is we go here back to our business
- 7:37manager this is our business manager now
- 7:39to change anything we click on here then
- 7:42we click on the settings and now I will
- 7:44go to the users right people there's
- 7:47only one user which is Osama now in or
- 7:49because I don't have permissions I will
- 7:52have to give me permissions to add
- 7:54payment methods right because I am the
- 7:56admin if it happens to other people
- 7:58somebody says I'm not able to add credit
- 8:00card you go there onto their name and
- 8:03here
- 8:04now it shows that what all I have access
- 8:06to so just next to my name there's these
- 8:10three dots click on edit business
- 8:11account permissions now if you see here
- 8:15click on view Advanced I don't have
- 8:18Finance uh
- 8:19um access it says None right so I'll
- 8:22click here and click on manage so now I
- 8:26gave access to my myself to change
- 8:29billing addresses right
- 8:33so if you if there is a user in your
- 8:35account and he's not he sees the same
- 8:38message he'll not be able to because I
- 8:39am the admin I'm the creator of the
- 8:41account that's why I can provide access
- 8:42to myself that particular user will have
- 8:45to reach out to one of the admins
- 8:47now I click on refresh if you see the
- 8:50this should go away okay see the error
- 8:53message went away so I have access now I
- 8:56can add a payment method now so I'll
- 8:59click on ADD business payment method
- 9:01I'll click on ADD
- 9:03okay it's showing um what region are you
- 9:06based in so I'll select Germany
- 9:09um which currency do you want to pay in
- 9:10so my card is in Euros so I'll pay in
- 9:13Euros
- 9:14um and you have to do the same thing
- 9:16because
- 9:17um whatever card you have it's better to
- 9:19choose that particular currency and that
- 9:20region because sometimes in certain
- 9:22countries you can save on a lot of tax
- 9:25or show that you paid any kind of taxes
- 9:28like GST and stuff so based on um
- 9:31Germany and currency Euro I get these
- 9:34two options in certain countries you
- 9:36will get maybe one more option which is
- 9:38very popular in your region right online
- 9:40banking is one option and credit card
- 9:42you will see everywhere right so I will
- 9:45choose credit card and debit card and
- 9:46click on next and I just have to add
- 9:49name on the card card number this one
- 9:52and CVV and click on Save that's it
- 9:55that's how you add a payment method
- 9:58now because I don't have my card here at
- 10:01the moment so I'll just skip this but
- 10:02that's how you add it you click on Save
- 10:04that's all now what happens is if
- 10:07because this is added to the business
- 10:09manager right now in every ad account
- 10:11you'll get an option do you want to
- 10:13create a new payment method or use the
- 10:15one in your business manager so for
- 10:17example I have this open here my ad
- 10:19manager account so in this one you can
- 10:22also go to settings of business because
- 10:24this is AD account right
- 10:27um so it says here that uh make payments
- 10:30manage payments Etc so I'll click on
- 10:32here
- 10:33if you see I'm in payment settings again
- 10:36but this is OS Ahmed Senator we run ads
- 10:38ad account
- 10:40okay so
- 10:42um this is the payment settings what
- 10:44I'll do is I can click on ADD payment
- 10:46method so generally if you have already
- 10:48created one um I'll click on next if you
- 10:52have already created one payment method
- 10:54in your business manager you will get an
- 10:56option here so generally
- 10:59um one more thing to remember is if you
- 11:01add a payment method in your ad account
- 11:03you might get some additional options
- 11:05right because in business manager you
- 11:07you are considered by Facebook as a
- 11:09business so it will give you limited
- 11:10options like a credit card or online
- 11:12banking but in an ad account it can be
- 11:15someone a non-business user can do it
- 11:18like let's say I have a small business
- 11:20and I just want to run ads for myself so
- 11:24then obviously Facebook gives a lot more
- 11:26options so for example if you see here I
- 11:28get PayPal option as well which I didn't
- 11:31get at business manager level but at ad
- 11:32account level you get this so if you are
- 11:35looking for some options which is only
- 11:36available in ad account it's better to
- 11:38use that payment within your ad account
- 11:41and not at your business manager anyways
- 11:44so I can add one more payment method to
- 11:46this ad account which is always Senator
- 11:48and ads but if I had already
- 11:52created a payment method because I did
- 11:54not save my card on at business manager
- 11:56level then I will get an option here
- 11:57which says use a payment method from
- 12:02your business manager I would have to
- 12:04check that it will automatically take
- 12:06that payment method and that card or
- 12:08whatever so these are the two ways every
- 12:10ad account you get an option to either
- 12:12add everything from scratch or you will
- 12:15get an option here that use payment
- 12:17method from your business manager if you
- 12:18have already added that in our case I
- 12:21did not add that so it's not appearing
- 12:23here
- 12:23so that is all about adding uh payment
- 12:26methods and
- 12:28um basically once you do that then your
- 12:31credit card is linked once you run the
- 12:32campaigns you will get deductions from
- 12:34your uh payment method generally what
- 12:37happens is
- 12:39when you use your credit card in a new
- 12:41ad account Facebook will deduct small
- 12:44amounts in the beginning so whenever you
- 12:45spend let's say ten dollars Facebook
- 12:47will deduct from your card as you keep
- 12:49running the campaigns as Facebook keeps
- 12:51uh deducting from your card then
- 12:53Facebook will show you that your limit
- 12:55is increasing so Facebook will trust you
- 12:57until maybe let's say 100 and every time
- 13:00you cross that amount your campaigns
- 13:02cross that amount then it will deduct
- 13:03and it will keep increasing there will
- 13:05be a level maybe Facebook will not
- 13:07deduct anything from your card until you
- 13:09spend thousand dollars and stuff like
- 13:11that but that uh that that happens with
- 13:14with time so this leads us to our second
- 13:16uh point which is how to link at the
- 13:19Facebook page now obviously like you you
- 13:21need payment methods to use in an ad
- 13:23account as we know from the beginning we
- 13:26also need a Facebook page to run ads in
- 13:29an ad account so that page has to be
- 13:31linked with your business manager and
- 13:33then you can link it use it within any
- 13:35of your ad accounts right so how to use
- 13:38that is our next step how how to link or
- 13:40add the Facebook page now you don't have
- 13:42to remember all of these steps like but
- 13:44whatever we are discussing you need to
- 13:47know how to do it and once you have are
- 13:50setting up everything you do it once you
- 13:52will remember all these steps right what
- 13:54are the requirements like adding a page
- 13:56adding a payment method it's pretty
- 13:58straightforward
- 13:59now for that what I'll do is I will
- 14:01again go to my business manager I will
- 14:03show you again from the beginning
- 14:06until you are used to the this UI so
- 14:10I'll go to business.facebook.com
- 14:12uh it takes me here okay so in our case
- 14:16what I'll do is I'll again go to the
- 14:17settings bar I'll go it will redirect me
- 14:20here I'll go to business assets you can
- 14:23see so these are all the assets you can
- 14:25see here for example ad accounts we have
- 14:27this ad account within this business
- 14:28manager which we created in the previous
- 14:30video and similarly Pages you will see
- 14:33there is no page added as of now now if
- 14:36you are confused in the last video we
- 14:38created the page we have not linked that
- 14:40yet now I can go ahead and create a page
- 14:43now I can create new pages and add those
- 14:46later to my business manager account now
- 14:49for that I'll go to Pages if you see it
- 14:51says there is no page added to this
- 14:53business manager I'll click on add pages
- 14:55uh I'll get an option to create a new
- 14:58page so if I hadn't created a page in my
- 15:00previous video I'll still get an option
- 15:01to create new page here but we have
- 15:04already created so we'll go to uh
- 15:06request to share a Facebook page because
- 15:09that already exists and you will do the
- 15:11same thing if you are requesting in a
- 15:13Facebook page access to a client so the
- 15:16client says okay you can run ads for us
- 15:18you create an ad account for them but
- 15:21you still need access to your ad account
- 15:23access to on that page so that's how you
- 15:25do it so let's say you have all set up
- 15:27you got a new client now the only thing
- 15:30you need from client is the access to
- 15:31their Facebook page if they agree that
- 15:33you create an ad account in your
- 15:35business manager and everything so this
- 15:37is the process you follow so request to
- 15:40share a Facebook page the third option I
- 15:42don't have any page at the moment so
- 15:44it's saying that there should be one
- 15:46primary page if you already have page
- 15:48added and you're requesting with your
- 15:49client you will not get this option
- 15:51right so I'll choose add a page now
- 15:54Facebook page name or URL now if you
- 15:57remember this is our page as digital
- 15:59training which we created so I'll copy
- 16:01the link you can ask the same thing from
- 16:03your client to provide this particular
- 16:05link or you can search for a name let's
- 16:07say uh BBC
- 16:09so it will show all BBC pages right so
- 16:11in our case it's easier to link because
- 16:14sometimes if it's a small page it will
- 16:16not appear here so just put the link
- 16:18here it will show you okay the page name
- 16:20yes this is the one I'll click on ADD
- 16:23page
- 16:24add ident undefined since you are
- 16:28already page admin on this page your
- 16:30request was approved automatically right
- 16:32so in your case because I was the page
- 16:34admin already logged in in your case a
- 16:37request will be sent to the page admin
- 16:39of the page you are requesting access to
- 16:41if it's a clients page you tell them all
- 16:43the admins of that page in their company
- 16:45would have received a notification once
- 16:47they accept it so
- 16:49um now we already have Pages added now I
- 16:53have this page right so let's suppose
- 16:56that you want to uh now everything is
- 16:59done you get a client and they tell you
- 17:02that you want to Shell run ads for us
- 17:04you create the ad account whatever and
- 17:07you will ask them okay we will need
- 17:08access to your page right you will need
- 17:10advertising access I'll show you we
- 17:12repeat the same process right for the
- 17:14new client we'll click on ADD we'll
- 17:16choose request access to our page
- 17:19because they already have a page we just
- 17:21need access same thing you know it will
- 17:24ask okay uh what's the URL let's say
- 17:28um Senator Veron adds this is the page
- 17:30right okay so if this is my client I
- 17:33will just copy the link address like the
- 17:36previous one
- 17:37go here put it here it'll show this one
- 17:40okay uh now because that one was my page
- 17:44I was already the admin in here it will
- 17:46ask you what kind of access are you
- 17:48requesting and this will be visible to
- 17:49the page admins as well so if you're
- 17:51only handling that advertising always
- 17:53you can choose this one content and
- 17:56messages and uh
- 17:58click on request access once you click
- 18:01on request access the page admins of
- 18:03this page which is your client all the
- 18:06admins there will have a see a request
- 18:09has been asking the people who manage
- 18:10Senator internets to approve your
- 18:12request we will let you know if this is
- 18:13approved so it will be listed here but
- 18:15it will show pending um request pending
- 18:18so once they approve the request it will
- 18:21show here as well and it will show
- 18:24something like business page right
- 18:26now that was about how do we add or link
- 18:31the Facebook page now the third thing we
- 18:34are going to discuss in this video is
- 18:35how to add users let's say you created
- 18:37the business manager now you have
- 18:39multiple uh people in your company you
- 18:42want to share access to them so um let's
- 18:45say I'll just repeat a bit let's say I
- 18:48have one more person in my company I'll
- 18:49add them to business manager so any AD
- 18:52accounts and pages in my business
- 18:53manager I can provide him access at once
- 18:56so I'll add him to my business manager
- 18:58and say he should have access to all ad
- 18:59accounts add account one two three
- 19:01whatever right it becomes easy and
- 19:04anyone any new client who gives access
- 19:06to our business manager in turn I can
- 19:09provide access to this particular user
- 19:10so they don't need to add me and him
- 19:12separately they just provide access to
- 19:14business manager we have been discussing
- 19:16this in our previous videos as well so
- 19:19uh to add users I will show you again
- 19:21just remember this particular site
- 19:24business.facebook.com again and again
- 19:26thank you
- 19:27the first thing I check is okay this is
- 19:30the Ace uh Senator viran ads business
- 19:33manager that is what I have to add him
- 19:36to if I have multiple access multi
- 19:39access to multiple business managers
- 19:40always check this this should be step
- 19:42two yes I'll go to settings of this
- 19:44particular business manager
- 19:46yeah so you go to people if you see
- 19:48there is one person at the moment now it
- 19:50will show you what the type of access
- 19:52they have I'll click on ADD people let's
- 19:55say email address so you'll have to give
- 19:57their email address and they will get an
- 19:59email click on it they'll have to log in
- 20:01using their Facebook profile and that
- 20:04Facebook profile will in turn get access
- 20:06to this one Senator vrun.com so this
- 20:09email address will get an email that
- 20:11this person is inviting you to their
- 20:13business manager they'll have to click
- 20:15on link and blah blah blah now you can
- 20:17provide temporary access as well so if
- 20:19you for example
- 20:20um want to provide access to next three
- 20:22months six months as we discussed if you
- 20:24have an intern let's say and you know
- 20:26that they'll be working here for only
- 20:28three months so you can provide
- 20:29temporary access until a particular date
- 20:31but if it's a full-time employee you
- 20:32don't know until when you need the
- 20:34access so you just turn it off I'll
- 20:37click on next it'll again Ask me the
- 20:39same things what kind of role so for
- 20:41this person let's say I give them full
- 20:44control I give them I don't give them
- 20:46full control but I give them Finance
- 20:50Finance role so that they can add credit
- 20:53cards payment methods or whatever I need
- 20:55from them right we know who we are
- 20:57providing access so I'll click on manage
- 21:00and click on next assign info Senator
- 21:03Vision adds access to Facebook pages see
- 21:05right now it will show you all so if I
- 21:08have four clients and four Facebook
- 21:10pages four ad accounts I can choose
- 21:11which ones they have access to so at the
- 21:14moment I'll say okay face this Ace
- 21:17digital training Facebook page add
- 21:19account and Senator win an ads Facebook
- 21:21uh page as well now uh if you see this
- 21:26is all the entities I have so for
- 21:28example if I have new client I create a
- 21:30new ad account for them I get access to
- 21:32their Facebook page I can here choose
- 21:33okay this person should have access to
- 21:35those as well so you can literally
- 21:37choose this you can later change it as
- 21:39well but initially while sending a
- 21:42request you can already choose send a
- 21:44request
- 21:46and your annotation uh to join business
- 21:48manager account is on the way the
- 21:50invitation will expire in 30 days so
- 21:52that person will get an email and within
- 21:5430 days they'll have to click on this if
- 21:56they don't the invitation will be
- 21:58expired and once they accept if you come
- 22:01here to settings and people you will see
- 22:02invitation it will say
- 22:04invitation accepted and that is
- 22:07basically how you add
- 22:09people to your account now if you want
- 22:11to later change their access level we go
- 22:15back we come to the same place here
- 22:17business manager settings
- 22:20we go to people
- 22:24let's say I want to change that access I
- 22:26can click here and I can choose access
- 22:31so this says that it has been sent but I
- 22:34can click on assign assets and I can
- 22:36choose okay Ace digital and Senator with
- 22:39an ad they should have this this this
- 22:40this this access
- 22:42you can go through this it's pretty
- 22:44straightforward but
- 22:46um yeah that is
- 22:48um what how to add users so now we are
- 22:50completely done right we know all of
- 22:53this this is once uh once you have to
- 22:57learn it at least once if you are
- 22:59setting up everything from scratch but
- 23:00if you join a company they'll have
- 23:02already all of this setup but it's still
- 23:04good to know the only thing pending now
- 23:07is set up conversion tracking which is
- 23:09easy as well we can go ahead and create
- 23:11multiple types of campaigns we don't
- 23:13need setup to set up conversion tracking
- 23:16and we could have done it later but I
- 23:18wanted to show you um I wanted to finish
- 23:20basically all of this setup admin kind
- 23:23of work in the beginning so that we can
- 23:25focus on creating campaigns and how to
- 23:28strategize those campaigns how to create
- 23:30different kind of campaigns profitable
- 23:32campaigns and everything so the next
- 23:34video would be about how to set up
- 23:36conversion tracking
- 23:37and then we will move to creating
- 23:40campaigns I hope this was helpful thank
- 23:42you so much I will see you in the next
- 23:43one
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