As a business owner, leveraging social media platforms like Facebook and Instagram is essential for reaching your audience and driving growth. Setting up a Meta Business Portfolio (formerly Meta Business Manager) allows you to manage your social media pages, ad campaigns, and analytics in one place. Whether you’re new to Meta’s ecosystem or looking to streamline your marketing efforts, this guide will walk you through creating and connecting your accounts, setting up ads, installing a Meta Pixel, and collaborating with an agency partner.
In this blog post, we’ll cover:
- Setting up a Meta Business Portfolio
- Creating a Facebook Page for your business
- Setting up an Instagram business account
- Connecting your Facebook and Instagram pages to your Meta Business Portfolio
- Linking your Instagram account to your Facebook Page
- Setting up an ad account
- Creating a Meta Pixel
- Sharing access with an agency partner
1. Setting Up a Meta Business Portfolio
The Meta Business Portfolio is your command center for managing Facebook, Instagram, and ad assets. It keeps your business activities organized and secure.
How to Do It:
- Step 1: Visit business.facebook.com and click Create a Business Portfolio or Create Account.
- Step 2: Log in with your personal Facebook account. Don’t worry—this keeps your personal and business profiles separate. No personal account? Create one first.
- Step 3: Enter your business name, your name, and a business email address you check regularly.
- Step 4: Verify your email by clicking the confirmation link Meta sends you.
- Step 5: Complete the setup by adding details like your business address or phone number, if prompted.
Pro Tips:
- Turn on two-factor authentication (2FA) for your personal Facebook account to boost security.
- Have one person set up the portfolio initially to avoid ownership mix-ups.
Need Help? Check out Meta’s guide to creating a Business Portfolio.
2. Creating a Facebook Page for Your Business
A Facebook Page is your business’s public face on the platform, perfect for engaging customers and running ads.
How to Do It:
- Step 1: From Meta Business Suite, go to Pages under Accounts in the left sidebar, then click + Add > Create a New Page.
- Step 2: Add your business name, choose a category (e.g., Retail, Restaurant), and write a short description. Upload a profile picture (like your logo) and a cover photo.
- Step 3: Fill in details like your website URL, contact info, and business hours. Click Create Page, then Save.
Pro Tips:
- Use high-quality images: Aim for 180x180px for your profile picture and 820x312px for your cover photo.
- Complete every section to make your page trustworthy and professional.
Need Help? See Meta’s guide to creating a Facebook Page.
3. Setting Up an Instagram Business Account
An Instagram business account unlocks tools for engagement, insights, and advertising.
How to Do It:
- Step 1: Download the Instagram app or visit instagram.com. Sign up using your business email or personal Facebook account.
- Step 2: Go to your profile, tap the menu (three lines), and select Settings > Account > Switch to Professional Account. Choose Business and pick a category.
- Step 3: Add a profile picture, bio, website link, and contact details. Save your changes.
Pro Tips:
- Match your branding (logo, colors) to your Facebook Page for a cohesive look.
- Share a few posts before advertising to make your account feel active.
Need Help? Visit Instagram’s guide to setting up a business account.
4. Connecting Your Facebook and Instagram Pages to Your Meta Business Portfolio
Adding your pages to your Meta Business Portfolio centralizes control and simplifies management.
How to Do It:
- For Your Facebook Page:
- In Meta Business Suite, go to Settings > Business Settings > Accounts > Pages.
- Click + Add > Add a Page.
- Enter your page’s name or URL and click Add Page. Confirm ownership if prompted.
- For Your Instagram Account:
- In Business Settings, go to Accounts > Instagram Accounts.
- Click + Add > Connect an Instagram Account.
- Log in with your Instagram credentials and authorize the connection. Check that it’s linked under Instagram Accounts.
Pro Tips:
- Ensure you’re an admin on both the Facebook Page and Instagram account before connecting.
- If the accounts are already tied to another portfolio, you’ll need to request access or resolve conflicts.
Need Help? See Meta’s guide to adding a Facebook Page or adding an Instagram account.
5. Linking Your Instagram Account to Your Facebook Page
Linking these accounts allows seamless cross-posting and unified ad management.
How to Do It:
- Option 1: Via Meta Business Suite:
- Go to Settings > Business Settings > Accounts > Instagram Accounts.
- Select your Instagram account, click Connect to Page, choose your Facebook Page, and confirm.
- Option 2: Via Instagram App:
- Open Instagram, go to your profile, and tap the menu (three lines).
- Select Settings > Business > Set Up Your Facebook Page, log in to Facebook, and choose your page.
Pro Tips:
- Make sure both accounts are in the same Meta Business Portfolio first.
- It may take a few minutes for the connection to sync.
Need Help? Check Meta’s guide to linking Instagram and Facebook.
6. Setting Up an Ad Account in Your Meta Business Portfolio
An ad account lets you create and manage ads across Facebook and Instagram.
How to Do It:
- Step 1: In Meta Business Suite, go to Settings > Business Settings > Accounts > Ad Accounts.
- Step 2: Click + Add > Create a New Ad Account.
- Step 3: Name your ad account (e.g., “[Your Business] Ads 2025”), set your time zone, currency, and payment method (credit card or PayPal).
- Step 4: Link your Facebook Page and Instagram account to the ad account by selecting Add Assets in the ad account settings.
- Step 5: Visit Ads Manager (adsmanager.facebook.com) to confirm your ad account is active.
Pro Tips:
- Use descriptive names for ad accounts to stay organized.
- Double-check your payment method to avoid ad disruptions.
Need Help? See Meta’s guide to creating an ad account.
7. Creating a Meta Pixel
The Meta Pixel (now called a dataset) tracks website visitor behavior, helping you optimize ads and measure results.
How to Do It:
- Step 1: In Meta Business Suite, go to All Tools > Events Manager > Data Sources.
- Step 2: Click + Connect Data Sources, select Web, and click Connect. Name your pixel (e.g., “[Your Business] Pixel”) and enter your website URL.
- Step 3: Install the pixel:
- Partner Integration: Use platforms like Shopify or WordPress for quick setup.
- Manual Installation: Copy the pixel code and add it to your website’s header.
- Email Instructions: Send the code to your web developer.
- Step 4: In Events Manager, check the Diagnostics tab to verify the pixel is tracking data. Test it by visiting your website.
- Step 5: Link the pixel to your ad account under Settings > Connected Assets in Events Manager.
Pro Tips:
- Turn on Automatic Advanced Matching for better tracking accuracy.
- Consider adding the Conversions API for more reliable data if you have tech support.
Need Help? Visit Meta’s guide to setting up a Meta Pixel.
8. Sharing Access with an Agency Partner
Collaborating with an agency? Grant them access to your assets without giving up ownership.
How to Do It:
- Step 1: In Meta Business Suite, go to Settings > Business Settings > Partners.
- Step 2: Click + Add > Give a partner access to your assets. Enter the agency’s Business Portfolio ID (they’ll provide this).
- Step 3: Select assets to share (e.g., Facebook Page, Instagram account, ad account, pixel) and choose access levels:
- Full Control: For complete management.
- Partial Access: For specific tasks or view-only access.
- Step 4: Ask the agency to accept the invitation in their Meta Business Suite. Verify the connection under Partners.
Pro Tips:
- Add agencies as Partners, not Users, for smoother collaboration.
- Regularly check Business Settings > Partners to remove outdated access.
- Tools like Leadsie can simplify secure access requests.
Need Help? See Meta’s guide to sharing assets.
Wrapping Up
By following these steps, you’ll have a fully integrated Meta Business Portfolio with connected Facebook and Instagram pages, a functional ad account, a tracking pixel, and secure agency collaboration. Here are a few final tips to ensure success:
- Prioritize Security: Enable 2FA and use strong passwords for all accounts.
- Maintain Ownership: Set up accounts yourself to retain full control.
- Test Everything: Run a small ad campaign and check pixel tracking to confirm your setup works.
- Get Support: Visit the Meta Business Help Center or contact the Markexe team for assistance.
Ready to take your social media marketing to the next level? Bookmark this guide, share it with your team, and let us know how we can support your journey. Have questions? Drop them in the comments below or contact us—we’re here to help!