Managing Facebook Ads for clients (the right way)

Are you managing Facebook Ads for clients?

As you probably know, it can be frustrating to manage Facebook Ads from your own account because in addition to creating Facebook Ads, you also have to handle the billing.

Fortunately, there’s an easy way to fix this problem and that is to learn how to manage Facebook Ads the right way.

The wrong way to managing Facebook Ads for clients

Most of you manage Facebook Ads like this:

  • Client makes you an Admin on their Facebook Page
  • You create Facebook Ads within your own Facebook Profile
  • At the end of a Facebook Ads campaign, you invoice your clients

Not only does this not let you keep billing for client Facebook Ads separate from your own, but it is also a big waste of time because you have to deal with getting reimbursed for Facebook Ads you have created for them at the end of the month.

So what is the right way for managing Facebook Ads for clients?

The right way to managing Facebook Ads for clients

If you want to save yourself lots of time managing Facebook Ads for clients, you need to follow these steps. 

Managing Facebook Ads for clients

These are steps you need to have your client perform so that you can manage their Facebook Ads account.

Step 1: Have your client login to their Facebook Profile 

Step 2: Go to the Facebook Ads Manager Settings Menu

Facebook Ads Manager  

Facebook Ads Manager -  Settings

Step 3: Under Permissions, select add a user

Managing Facebook Ads for clients

Have a client add you to their Facebook Ads account.

Step 4: Have your client select Add a user and enter in your name or email address

Managing Facebook Ads for clients

Step 5: Specifying the type of Facebook Ads user

There are two types of Facebook Ads users to choose from.

  • General users
  • Reports only users

General users can see and edit Facebook Ads, and set up ads using the funding source from their client.

Reports users can only see the performance of Facebook Ads.

If you are managing Facebook Ads for clients, you want to make sure you are added as a General User. Otherwise, you’ll only be able to see the performance of Facebook Ads and not be able to create Facebook Ads for them.

Two types of Facebook Ads users

After you’ve completed these steps, you’ll now be able to login to your own Facebook Profile and select from your Facebook Ads account or their Facebook Ads account.

What’s also great is that instead of having to reconcile billing, your clients billing source will be used when you create Facebook Ads for them.

Questions about managing Facebook Ads for clients

How does my client pay for their Facebook Ads?

In order for your client to run Facebook Ads, they need to add a billing source within Facebook Ads Manager.

Can I create Facebook Ads if I am a manager of their Facebook Page?

No. Your client needs to add you within their Facebook Ads account.

Is the Advertiser role on a Facebook Page sufficient enough?

No. Your client needs to add you through their Facebook Ads account. This will give you access to use their billing source for their Facebook Ads that you create for them.

Does this really save time with managing Facebook Ads?

Yes! Not only does it mean you won’t have to pay for their Facebook Ads, but you’ll keep the billing clean and simple.

This way you can focus on creating Facebook Ads that work.

I still have questions about Facebook Ads

If you still have questions about managing Facebook Ads for clients or other general Facebook Ads questions, feel free to contact me for help.

 

 

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  • Misty Hamel

    Thanks, Christian!

    • http://www.christiankonline.com Christian Karasiewicz

      You’re welcome @mistyhamel:disqus. I’m glad you found it helpful and hope you get your Facebook Ads accounts straightened out now.

  • Glenda Ebersole

    The Ad Manager looks different than your example. I did not see an option for General User. The options I had were Ad Account Advertiser and Ad Account Analyst.

    • http://www.christiankonline.com Christian Karasiewicz

      @glendaebersole:disqus, it should be the same in principle. What role are you on the Facebook Page you are managing?

      • Glenda Ebersole

        Ad Account Advertiser.