A Comprehensive Guide to Setting Up Your Facebook Ad Account

Introduction to Facebook Advertising

In today’s digital age, establishing a robust online presence is essential for businesses striving to reach their target audience effectively. With its colossal user base and sophisticated advertising tools, Facebook has emerged as a powerhouse in the world of online marketing. 

This article explains how to set up your Facebook ad account, which is a crucial step for businesses looking to harness the full potential of this platform. To begin, let’s briefly underscore the importance of Facebook ads for businesses and explore the myriad benefits that await those who venture into this dynamic realm of digital advertising.

An animation of ad placement on Facebook.

Benefits of Facebook ads

Facebook is a dynamic and cost-efficient avenue to reach, engage, and convert a wide-ranging audience. Its extensive and diverse audience makes it an ideal platform for global outreach. What sets Facebook ads apart is the ability to define a specific target audience based on demographics, interests, behaviors, and even custom audiences. This level of precision ensures that ads are delivered to the right people, increasing the likelihood of engagement and conversion.

In addition to its reach and precision, Facebook ads provide a cost-effective marketing solution. Businesses can set their own budgets and bid strategies, granting them full control over their advertising spend. This adaptability allows for effective marketing regardless of financial resources. Facebook’s ad platform also optimizes ad delivery, ensuring that budgets are efficiently allocated. 

This cost-effectiveness is further enhanced by the ability to measure and analyze ad performance, enabling businesses to make data-driven decisions and refine their strategies over time. The combination of extensive reach, precise targeting, and cost-effectiveness makes Facebook advertising a valuable asset for businesses.

Facebook Ads Account Prerequisites

Before diving into the world of Facebook advertising, there are a few key prerequisites that businesses must consider. Understanding and addressing these factors is essential for a successful and well-structured Facebook ad campaign.

Authorization Process

Before running ads on Facebook, you will need to go through the authorization process. Make sure you pay attention to this authorization checklist to avoid any delays in launching your campaign. 

  • • Ensure you are the Page admin for the Page that runs ads. If you are not, seek assistance from the admin to complete the authorization process. Page admins alone have the authority to create or edit disclaimers for the intended country.
  • • Enable two-factor authentication to enhance the security of your account. 
  • • Ensure you have a valid U.S. passport, driver’s license, or State ID card, along with a U.S.-based residential mailing address available. These materials will be used for identity verification and security purposes. Your admin has to have a confirmed identity before ads are authorized.
A screenshot of the ads manager on Facebook.

Navigating the realm of Facebook advertising is not just about creating compelling ad campaigns; it also entails a complex landscape of legal and policy considerations that businesses must navigate.

  • Alcohol: Advertisements promoting or mentioning alcohol must adhere to local laws, industry codes, guidelines, licensing requirements, and approvals. To avoid issues, you should incorporate age and country-specific targeting criteria in line with Facebook’s guidelines and local regulations. 
  • Profanity: Ads must use proper grammar, avoid profanity, and ensure correct usage of symbols, numbers, and letters. It’s essential to avoid misused capitalization (like ALL CAPS), excessive symbols, or punctuation.
  • Non-functional landing page: Facebook has a policy against ads that lead users to non-functional landing pages, which encompasses content hindering easy navigation. Examples include directing to error-ridden or unfinished pages, PDF or JPEG files, pages inconsistent with the ad’s product or service, pages triggering file downloads, or routing users to closed or private Facebook groups.
  • Text in ad images: You will want to utilize as little text as possible in your images, aiming for less than 20% text coverage. To ensure alignment with our best practices, all ads undergo a review process that assesses the amount of text within the ad. While ads exceeding the 20% text threshold won’t be disapproved, they may yield inferior performance.
  • Nonexistent functionality: Facebook’s Nonexistent Functionality policy (NEF) prohibits the use of images depicting nonexistent features. This encompasses visuals resembling play buttons, notifications, checkboxes, and ads displaying non-functional elements, such as multiple-choice options within the ad itself.
A screenshot depicting the message that appears when you violate a Facebook ads policy.

Creating a Facebook Business Manager Account

Creating a Facebook Business Manager Account is a fundamental step for businesses aiming to establish and manage their online presence effectively. Before creating this account, ensure your identity is confirmed by Facebook. Your confirmed account and ID is used to login into the Business Manager. Note that you can only create two Business Manager accounts.

An infographic with a drawing to represent the Facebook ads manager.

To create a Business Manager:

  • • Go to business.facebook.com/overview.
  • • Click Create account.
  • • Enter a name for your business, your name and work email address, and click Next.
  • • Enter your business details and click Submit.

Once that is completed, you can add an ad account if you are both the owner of the ad account and an admin in the Business Manager. If you are not the admin, you can also request access to an ad account or create a new one. When creating a new ad account, it will permanently belong to that Business Manager, so the account can’t be transferred to an individual owner.

Configuring Account Settings

Setting up your Facebook ad account is just the beginning; to maximize its effectiveness, you’ll need to configure various account settings. By customizing these preferences, you can ensure that your Facebook ad account aligns perfectly with your marketing objectives and strategy. Once your Business Manager is set up, you can configure the following aspects of your ad manager. 

  • Create brand new ads: You can select campaign parameters, like advertising objectives and business goals. 
  • Choose your audience: Select your audience for ad targeting and adust your target audience to be as well-defined as you like. 
  • Adjust your campaigns: In this section, you can edit your budget and adjust ad placement options. You can pause ads, duplicate, and relaunch ad campaigns. 
  • Dynamic creative: You can deliver personalized ads with dynamic creatives, including video, images, and text. These creatives can be altered to target specific audiences.

Facebook Ads Pixel Installation

Setting up Facebook Ads Pixel is a pivotal step for businesses seeking to harness the full potential of their advertising efforts. This versatile tool provides invaluable insights into ad performance, audience behavior, and conversion tracking, enhancing the precision and effectiveness of your Facebook ad campaigns.

  • • Go to Meta Events Manager and click Connect data sources, select Web. 
  • • Click Connect, enter the name for your Pixel, and click Create Pixel.
  • • If you have a website, enter your website URL to check for easy partner integration setup options and click Check.
  • • Select how you would like to connect your data with Meta: Get guidance (recommended) or Do it yourself.
  • • Select Conversions API and Meta pixel or Meta pixel only as your setup option, then click Next. 
  • • If you select Conversions API and Meta pixel, choose how you want to set up the Conversions API and pixel: Set up with partner integration, Set up with Conversions API Gateway, or Set up manually.

Configuring Conversion APIs

Conversion APIs, or Application Programming Interfaces, serve as a critical bridge between businesses and platforms like Facebook. They allow businesses to share valuable data and events directly with these platforms. Conversion APIs are important because they enable a more accurate, real-time, and secure exchange of data. This means that businesses can track conversions more effectively, ensuring that their advertising efforts are delivering the desired results.

A screenshot of the Facebook pixel component of Facebook ads.

The connection between Conversions API (CAPI) and Facebook Pixel lies in their shared objective of tracking and measuring conversions in Facebook advertising campaigns, but they achieve this through different methods.

Facebook Pixel: The Facebook Pixel is a piece of code that businesses install on their websites. It tracks user interactions, such as page views, clicks, and conversions, and sends this data back to Facebook. 

Conversions API (CAPI): CAPI, on the other hand, is a direct server-to-server connection between a business’s backend server and Facebook’s servers. It allows businesses to send conversion data and events directly to Facebook without relying solely on browser-based tracking (as done by the Pixel). 

Configuring Aggregated Event Measurements

Aggregated event measurement is a system implemented by Facebook to address privacy concerns while still allowing businesses to gather essential data for effective advertising. It’s significant because it strikes a balance between user privacy and business needs, particularly in response to evolving data protection regulations. You can set up your aggregated event measurements after the Facebook Pixel and conversions API. Then you can take the following steps. 

  • Prioritize the Eight Conversion Events: Due to privacy changes, Facebook limits advertisers to tracking and optimizing for up to eight conversion events. Prioritize the most critical actions that align with your campaign objectives.
  • Implement Aggregated Event Measurement: To set up aggregated event measurement: In Facebook Events Manager, navigate to “Aggregated Event Measurement.” Select the domain you want to configure events for. Map each of your eight conversion events to standard events (e.g., Purchase, Add to Cart, Page View) or custom conversions.
  • Verify Your Settings: Double-check your aggregated event configuration and ensure that your selected conversion events are appropriately mapped. This step is crucial to prevent data discrepancies.
  • Monitor Performance: Regularly monitor your ad campaign performance using the Events Manager. Pay attention to the attribution, conversions, and custom conversions data.
  • Optimize Campaigns: Use the aggregated data insights to optimize your ad campaigns. Adjust your targeting, creative, and ad delivery strategies based on performance trends.
  • Maintain Compliance: Comply with Facebook’s data privacy and aggregated event policies. Follow best practices to protect user data and ensure that your ad campaigns adhere to privacy regulations.
  • A/B Testing: Conduct A/B testing to fine-tune your ads. Experiment with different ad copy, visuals, and targeting strategies to see what works best for your target audience.
  • Review and Iterate: Regularly review your aggregated event settings and campaign performance. Iterate your strategy based on insights and changes in the digital marketing landscape.
A screenshot of the aggregated event measurement component of Facebook ads.

Navigating the Facebook Ads Dashboard

Once you’re in Facebook Ads Manager, you will see the campaign dashboard. There’s a lot to take in, but don’t worry, we will simplify it all. There are three important parts of the dashboard: the campaigns pulse the left and right menus.

The campaign dashboard on Facebook ads manager.


In the middle of your dashboard, all of your campaigns are visible. All Facebook ads contain three elements: the ad campaign, ad sets, and ads. Within these campaigns, each ad set can include several ad creatives.

A map describing the Facbook ads hierarchy to understand Facebook ad campaigns.

Right side of the dashboard

The right-side menu is used to edit campaigns, see their history, and check out additional analytics. On this side, you can edit the ad and view the analytics of the ad’s performance. If you need to update any part of your campaign, hover over the ad name and click on the edit button. Facebook allows you to bulk edit multiple campaigns at once by checking the boxes in the first column and choosing “edit’ in the navigation bar.

Left side of the dashboard

The left side contains a lot of useful information for your campaign. 

  • • Hit the home option at the top to be taken to the Business Suite. Here you’ll find updates, messages, and analytics on all of your Facebook and Instagram profiles.
  • • Click the hamburger menu to open navigation to a variety of places such as account set up, Events Manager, Creative Hub, and analytics.
  • • Hit your profile picture to change ad accounts and the clock icon below it to see an account overview for your selected ad account.
  • • Toward the bottom, you will see settings, account notifications, a search feature, and help resources.

Key metrics, graphs, and reporting tools

The importance of metrics in Facebook advertising cannot be overstated. These tools not only shed light on ad performance but also help businesses adapt to changing market conditions, maintain competitiveness, and deliver exceptional value to their customers.

Key metrics for Facebook Ads

  • Click-Through Rate (CTR): Measures the percentage of users who clicked on your ad after seeing it.
  • Conversion Rate: Tracks the percentage of users who completed a desired action after clicking on your ad.
  • Cost Per Click (CPC): Shows how much you pay for each click on your ad.
  • Cost Per Conversion: Measures the cost of each desired action (e.g., purchase, sign-up) generated through the ad.
  • Impressions: Indicates how often your ad is displayed to users.
  • Ad Relevance Score: Rates the relevance of your ad to the target audience.
  • Return on Ad Spend (ROAS): Evaluates the revenue generated per ad spend.
  • Engagement Metrics: Includes likes, shares, comments, and other interactions.
  • Frequency: Shows how often an ad is displayed to the same user.
  • Ad Position: Reveals where your ad appears on Facebook (ex. newsfeed, right column).

Key graphs

  • Ad Performance Over Time: Visualizes how your ad metrics change over days or weeks.
  • Funnel Visualization: Illustrates the user journey from ad click to conversion.
  • Age and Gender Demographics: Shows the age and gender breakdown of ad interactions.
  • Geographic Performance: Displays the geographic regions where your ad performs best.
  • Device Performance: Analyzes how ads perform on different devices (desktop, mobile).
  • Ad Placement Breakdown: Compares ad performance across different placements (ex.Facebook, Instagram).
  • Ad Creative Testing: Graphs the performance of different ad creatives for A/B testing.

Reporting tools for Facebook Ads

  • Facebook Ads Manager: Provides a comprehensive platform for creating, managing, and analyzing ad campaigns.
  • Facebook Business Manager: Offers a centralized hub for ad account management, team collaboration, and ad reporting.
  • Facebook Analytics: Offers detailed insights into user behavior on your website or app.
  • Ads Reporting: Part of Facebook Ads Manager, this tool allows for in-depth ad performance analysis with customizable metrics.
  • Facebook Attribution Tool: Helps track the customer journey and understand how different touchpoints contribute to conversions.
  • Custom Reports: You can create custom reports with specific metrics and filters to suit your unique business goals.
  • Data Export: Export ad data to analyze it in external tools or platforms.
  • Third-Party Analytics Tools: Tools like Google Analytics or marketing automation platforms can provide additional insights into ad performance and its impact on your overall marketing strategy.

Best Practices and Tips

To run a triumphant Facebook ad campaign, begin with crystal-clear campaign objectives. Audience segmentation is key; exploit Facebook’s robust targeting options and create distinct ad sets to connect with specific behaviors. Your ad creatives must be captivating, marrying compelling visuals with persuasive ad copy. 

After that, continual A/B testing helps you uncover what resonates most with your audience. Landing page optimization is vital, ensuring a seamless user experience and mobile responsiveness. Implement the Facebook Pixel for conversion tracking and optimization, plus employ budget allocation techniques to prioritize high-performing ads.

Along with those tips, don’t forget to overlook ad scheduling to reach users during peak engagement hours, and experiment with different ad placements for optimal results. Keep ad frequency in check to avoid user fatigue. Leverage remarketing and lookalike audiences for re-engagement and expansion. Ad relevance is a must for cost-effective campaigns, and you can tailor geographic targeting to the best-performing regions.

Always remember that Ad copy should be concise yet persuasive, complemented by clear call-to-action sentences. Regularly monitor and optimize campaigns based on data insights, and remember to optimize for mobile users. Lastly, employ ad extensions for added user interaction and enhanced ad performance.

Troubleshooting and Common Issues

Setting up a Facebook Ads account can be a relatively straightforward process, but users may encounter some common challenges and issues during the setup:

  • Ad Account Restrictions: Users may encounter limitations, disapprovals, or ad account restrictions due to Facebook’s ad policies.
  • Pixel Implementation: Difficulties in installing and configuring the Facebook Pixel correctly, leading to tracking and data issues.
  • Audience Targeting: Challenges in defining a precise target audience, which can result in inefficient campaigns.
  • Payment Issues: Problems with payment methods, such as rejected payments or billing issues, can disrupt campaign continuity.
  • Account Verification: Difficulties in verifying domain ownership and ensuring trustworthiness.

Luckily, Facebook has many resources to assist in these issues. Check out the following pages for more guidance on Facebook ad troubleshooting. 


Setting up your Facebook Ads account is a powerful step in digital marketing. Define your goals, reach the right audience, and create captivating ads. Precisely target and allocate your budget, optimize ad delivery, and maintain ad relevance. Implement the Facebook Pixel for precise tracking, and always seek to improve. 

For even more precision and expert guidance, consider using Adspace—a valuable partner to help you reach your Facebook ad goals. With these strategies, you can take the next confident step in your advertising journey and connect with your audience effectively. Your path to digital marketing success awaits, and it starts with setting up your Facebook Ads account.

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