2 Essential Steps to Running a Facebook Ad Campaign for a Client

Facebook ads for clientsAre you running a Facebook Ad campaign for a client?  Wondering how to set up the billing and admin correctly so that everything is easy?

Take a look at these two essential steps to take before you start running ads for someone else.  These steps can also be helpful to send to your client so that they know what they need to do to get you started.

#1  Be an Admin of their Facebook Page

This step can actually be a little tricky because making someone a Facebook admin is sometime “glitchy”.  There are a couple of ways to make someone an Admin of your Facebook Page.

Manage Admin Roles

Manage Admin rolesGo to your Facebook Admin panel at the top of your Page and select Edit Page, then Manage Admin Roles.

From the Admin Roles screen, enter the person’s e-mail address they use to log in to Facebook and click Save.  It can be best to have the admin role as “Content Creator” just in case they need to post something they are going to then advertise or create an Event to advertise.  If you know for sure they will not need to create any content, then you can select the “Advertiser” role.

You may notice that when you start typing their name, their profile picture shows up right away.  That can happen if you are friends with the person you are adding as an admin.

But one thing that often happens is that the status will show “Pending”.  This essentially means that it didn’t work.  I’ve never been notified when I’ve been in a “pending” state as an admin on someone’s Page.  I did see the notification one time in the www.facebook.com/pages section but mostly I’ve had to try a different method.

Pending Facebook Admin

 

Here are a couple of troubleshooting tips to help make sure the Admin addition works:

  1. Make sure the person who is being added as an Admin has their “Other” Likes set to Public.  You can switch this setting back to whatever privacy you want afterwards, but this seems to be the culprit most of the time.Adding a Facebook Admin - Troubleshooting
  2. Make sure the person who is being added as an Admin Likes the Page.  This isn’t always necessary but it does help with the Facebook glitches.
  3. Add the person you are trying to make an Admin as a friend.  Again, this isn’t always necessary but it can help.  You can always unfriend the person afterwards if you keep your Facebook friends more personal.  Your Facebook friend policies are what they are and everyone has different boundaries on that.

If this method still isn’t working you can try the Make Admin option in the Likes area.  First have the have the person you are trying to make the admin unlike and relike the page so that they are the most recent person to like the page.  Then click the See Likes link in the Admin Panel and click Make Admin next to their name.  After you do this, adjust the role of the person in the Admin area to Content Creator or Advertiser.

Add Facebook Admin

 

# 2  Be an Admin of their Facebook Ads Account

Your next step is to make sure you are running their ads through their Facebook Ads account, not your own.  You can do this by being an Admin of their Ads account.  This is different than being an Admin of their Page.

The benefits of running ads through their account are

  1. The ads are run through their billing system.  You do not have to keep track of how much is spent and then invoice them later.
  2. They retain all the data on the ads for themselves later to see which ads performed the best.
  3. They retain the creatives to the Ads so that they can use them later.

To be an admin on their ads account, the client needs to click the wheel in  the upper right corner and select Manage Ads.  Or they can directly to www.facebook.com/ads/manage.

SettingsOn the left sidebar, select Settings.

Then scroll down to Ad Account Roles and on the right side, select Add a User.

 

Add a Facebook ads account admin

 

You see a pop-up box that prompts you to add the person’s e-mail (must be the e-mail they log into Facebook with) or you can start typing their name if you are Facebook friends.  This process is not as glitchy as the Page admin (luckily – we can only handle so much glitch).  Make sure General User is selected in order to run ads.

Add a Facebook ads admin

 

IMPORTANT!  If you are done running ads for a client, have the client remove you as a Facebook Admin from both their page and their Ads account.  This protects you and the client from any issues down the road.  You can remove yourself as their Page admin but you cannot remove yourself as the Ads admin – they have to do that themselves.

Hope this was helpful!  If you are interested in learning more about Facebook Ads, I have a free webinar on Tuesday, February 25th called Facebook Advertising Secrets.  Please sign up and share it with anyone you think would benefit from learning more about Facebook Ads!  It will be recorded but you have to sign up – hope to see you there!

Facebook-Advertising-Secrets-Social-Media

About Andrea Vahl

Andrea Vahl is a Social Media Coach, Speaker and Strategist. She is a co-author of Facebook Marketing All-in-One for Dummies. She also sometimes likes to wear wigs.

Comments

  1. Great article. Very helpful indeed.

  2. Yael Rotem says:

    Thank you for the tips!
    One of my clients assigned me to be ad account manager in order to create a campaign for her. I’m an admin of her page too. But when I push “place order” after creating the ad, I get an error massage saying that I dont have access to her account… strange.
    Could it be that she must be the one creating the first ad?
    Thanks!

  3. Hmmm that is odd. Are you definitely added as a general user on her ads account? And you are logged in to her Ads manager area? You should be able to create the ad and there typically isn’t any other settings. Not sure why that would be!

  4. Yael Rotem says:

    yep.
    I’ll try with another account as a test and will let you know.
    Thanks for your help :)

  5. One of my clients does not wish to use his existing facebook account for advertising. How do I go about creating a new account for him with no personal details? FB allowed business accounts in the past, but I don’t see that option anymore!

  6. Unfortunately, there is no getting around it. Each personal profile has to have details and is tied to a mobile phone and is not supposed to be fake. There isn’t anything that is made public about which profiles are doing advertising so from a privacy standpoint it’s ok. Business only profiles have gone away.

  7. We unfortunately recently had an ad campaign built under an employee’s personal account- not the “Ads Account.” This employee has since been terminated and the campaign is still running. If I remove her as admin, will the campaign stop?

  8. No unfortunately, even if you remove her as an admin from the page the ad can keep running. She has to go in and stop the campaign or if you dispute the charge on your credit card Facebook may detach the card from the account.

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