Log in or create a free Jeff Bullas account to download this file.
This checklist provides a step-by-step process to get your Facebook Business Manager account set up right the first time. It guides you through each phase of the configuration to ensure you have a solid foundation for running successful ad campaigns
A Step-by-Step Checklist for a Flawless Facebook Ads Setup
The Facebook Ads Account Setup Checklist is a sequential resource designed to walk you through the entire account creation process. Its purpose is to ensure every critical step, from business setup to pixel installation and billing, is completed in the correct order to avoid future issues.
Phase 1: Setting up your Meta business account
The foundational phase involves creating your Meta Business Suite or Business Manager account and verifying your business details if prompted. Within this setup, you will connect your assets by adding your Facebook Page and, if applicable, your Instagram Account. The final step in this phase is to add people, such as team members or partners, and assign them the appropriate roles.
Phase 2: Configuring your ad account
In this phase, you will create a new ad account, being careful not to use your personal ad account. It is critical to correctly set the Time Zone and Currency, as these settings cannot be changed later. You will then assign people to the ad account, add a payment method, and set an optional but recommended account spending limit.
Phase 3: Installing your meta pixel
This phase focuses on setting up tracking. You will create the Meta Pixel through the Events Manager, choose your preferred installation method, and install the base code. Following the base code installation, you will set up standard events, configure Aggregated Event Measurement, and verify your domain.
Phase 4: Finalizing billing and checks
The final phase is to confirm your primary payment method and add a backup payment method, which is highly recommended. You should also review your business information, including the name, address, and Tax ID, and understand how Facebook’s billing thresholds work. The last step is to check that your ad account status is active.
Application with Facebook Ads Account Setup Checklist
This resource, provided as an editable Google Doc, functions as an active guide while you navigate the Meta Business Manager interface. Its sequential format ensures you don’t skip steps, as many build upon previous ones. As you complete the setup, you can also use your copy of the checklist to document important details like your Business Manager ID, Ad Account ID, and Pixel ID for future reference.
Who is this Facebook Ads Account Setup Checklist perfect for?
This checklist is perfect for any business owner, marketer, or agency setting up a Facebook Ads account. It can be shared among team members to assign specific tasks and monitor the completion of the setup process.
Concluding Thought
By following this checklist, you can create a properly configured Facebook Ads account that will serve as a stable foundation for all of your future advertising efforts, helping you avoid common setup-related issues.
How to Use This
- Make Your Own Editable Copy:
- Open the link provided to access the master Google Doc.
- Once the Google Doc is open, navigate to the menu: File > Make a copy.
- A dialog box will appear. You can rename your copy if you wish and choose where to save it in your personal Google Drive.
- Click “Make a copy.” This action saves an editable version of the document to your Google Drive.
- Using Your Checklist:
- Work Sequentially: Begin with Phase 1 and complete all steps before moving to the next, as many steps build upon previous ones.
- Track Your Progress: Physically or digitally tick off each item on your copy as you complete it.
- Document Key Information: As you set up your account, record details like your new Ad Account ID and Pixel ID directly on your copy.
- Collaborate with Your Team: If multiple people are involved, share your copy of the Google Doc to assign tasks and monitor completion.
- Keep for Your Records: Save the completed checklist as a record of your initial setup configuration for future reference or troubleshooting.
Frequently Asked Questions
What are the main phases of setting up a Facebook Ads account?
The setup process is broken down into four phases: Meta Business Setup, Configure Your Ad Account, Install Your Meta Pixel, and Billing & Final Checks.
Should I use my personal ad account for business ads?
No, the checklist strongly advises that you create a new ad account and do NOT use your personal ad account for business purposes.
What are some settings that cannot be changed later?
The Time Zone and Currency you set for your ad account cannot be changed later, so it is critical to choose them carefully based on your business operations.
Why is it important to verify my domain and install the Meta Pixel?
Verifying your domain and correctly installing the Meta Pixel are highlighted as critical steps in the setup process, essential for tracking and brand safety.
Why should I add a backup payment method?
Adding a backup payment method is highly recommended to ensure your ads continue to run without interruption in case there is an issue with your primary payment method.
How should I use this checklist with a team?
If multiple people are involved in the setup, you can share your copy of the Google Doc checklist with them to assign specific tasks and monitor completion.