Free Guide

META Ads Guide

Everything you need to know — from required preparations to granting agency access, from the campaign process to reporting — in three sections.

  1. 01Required Preparations10 accounts & connections
  2. 02Granting Agency Access8 easy steps
  3. 03Ad Management Process6-phase plan
Start Preparations
Section 1

Required preparations for ad setup

The following accounts and connections must be ready for your ads to run smoothly.

1

Facebook Account

  • You need an active personal Facebook account.
  • A Facebook Page for your business must be created.
2

Instagram Account

  • Your business must have an Instagram account.
  • Your Instagram account must be a professional (Business) account.
3

Facebook & Instagram Connection

  • The Facebook Page and the Instagram account must be linked to each other.
4

Meta Business Suite

  • A Meta Business account must be created for your business.
  • Facebook and Instagram accounts must be added to the business account.
5

Meta Ad Account

  • An ad account must be created via Meta Business.
  • Currency and time zone must be selected correctly.
6

Payment Method

  • A valid credit or debit card must be added for ad payments.
7

WhatsApp Business

  • An active WhatsApp Business account must be used.
  • The number must be connected to the required Meta accounts.
  • Connections must be checked if messages will be received.
8

Website & Measurement (If Any)

  • Meta Pixel must be installed if conversions will be tracked.
  • Required conversion events must be defined.
  • Conversions API integration should be set up where appropriate.
9

Ad Management Permissions

  • The agency managing the ads must be granted the required access permissions.
  • No account passwords need to be shared.
10

Account Security

  • Two-factor authentication (2FA) must be enabled.
  • Business verification must be completed if requested.

Once all preparations are complete, we move on to campaign setup, audience planning and launch.

Note: If you already have accounts, there's no need to recreate them; missing connections and settings are completed.

Section 2 · Access

Granting Agency Access

All you need to do is grant our agency access via Meta Business Suite so we can manage your campaigns.

SecureNo need to share passwordsYour accounts stay yoursYou can revoke access anytime
  1. 1

    Log in to Meta Business Suite

    Go to business.facebook.com on your computer and sign in with your account.

    business.facebook.com

    Meta Business Suite

    Log In
  2. 2

    Open the Settings section

    Click on “Settings” at the very bottom of the left menu.

    Home
    Notifications
    Content
    Ads
    All tools
    ⚙ Settings
  3. 3

    Go to the Partners section

    Open “Users” from the left menu and click on “Partners”.

    Settings
    Users ▴
    People
    Partners
    System Users
  4. 4

    Add a Partner

    Click the “Add” button at the top right.

    Partners+ Add
    Search

    No partners added yet.

  5. 5

    Grant access

    Select “Give a partner access to your assets” and click Continue.

    Give a partner access to your assets
    Ask a partner to share their assets
    Continue
  6. 6

    Enter the agency's Business ID

    Enter the Business Portfolio ID our agency will share with you and click “Next”.

    Business Portfolio ID (Business ID)

    123456789012345
    Next
  7. 7

    Select the accounts

    Select the accounts you want to give the agency access to.

    Facebook Page
    Instagram Account
    Ad Account
    WhatsApp Account
    Dataset / Pixel
  8. 8

    Define permissions and save

    Define the required permissions for the selected accounts and send the invitation.

    Manage campaigns
    View performance
    Manage creative content
    Manage account settings
    Send Invitation

Authorization complete!

Once the partner is added, our agency can perform ad management operations on the accounts you selected.

Secure and controlled

  • You don't need to share your passwords.
  • Ownership of your accounts stays with you.
  • The agency only acts within the permissions you grant.
  • You can revoke access anytime.

Which permissions should you grant?

Facebook Page
Create ads
Instagram Account
Create ads
Ad Account
Campaign management
WhatsApp Account
Receive messages (if needed)
Dataset / Pixel
Conversion measurement
Section 3 · Process

Meta Ads Management Process

With a data-driven, step-by-step and planned process, we build the most accurate advertising strategy for your business.

  1. 1

    Analysis & Technical Preparation

    Days 1–7

    We analyze your business and target audience.

    • Product and service analysis
    • Competitor research
    • Defining target audiences and regions
    • Review of Meta accounts
    • Ad strategy and budget plan
    • Preparation of visuals, videos and copy

    Goal

    Launch advertising efforts with the right strategy and technical infrastructure.

  2. 2

    Discovery, Awareness & Data Collection

    Weeks 2–3

    We collect the data that will form the foundation of your ads.

    • Awareness and engagement ads are published
    • Different target audiences are tested
    • Visuals, videos and messages are compared
    • Reach, video views, clicks and engagement are analyzed
    • Retargeting audiences are created

    Goal

    Identify which ads, audiences and messages generate the most interest.

  3. 3

    Data Analysis & Conversion Strategy

    Weeks 3–4

    We analyze the collected data and build a conversion strategy.

    • Performance data is analyzed in detail
    • Audiences showing more interest are identified
    • Successful ad content is selected
    • WhatsApp, form or website conversion methods are planned
    • Ad budget is re-evaluated

    Goal

    Prepare more informed campaigns aimed at customer acquisition.

  4. 4

    Lead & Sales Campaigns

    Weeks 4–8

    We build conversion-focused campaigns based on the results.

    • Collecting customer inquiries via WhatsApp
    • Lead Ads forms
    • Phone call and appointment requests
    • E-commerce sales and conversion campaigns
    • Retargeting ads
    • Measuring cost per lead and qualified customer rates

    Goal

    Turn ad engagement into qualified customer inquiries and, wherever possible, sales.

  5. 5

    Optimization & Growth

    Months 2–3 and Beyond

    We improve successful campaigns and optimize the budget.

    • More budget is allocated to successful campaigns
    • New visuals, videos and messages are tested
    • Reach is expanded to wider audiences
    • Retargeting efforts continue
    • Costs and conversions are reported regularly

    Goal

    Build sustainable performance while keeping customer acquisition costs under control.

  6. 6

    Regular Reporting & Strategy Development

    Ongoing

    We track results and update our strategy throughout the entire process.

    • Weekly / monthly performance reports
    • Sharing of key data
    • Evaluation of new opportunities
    • Campaign and budget recommendations
    • Regular communication about the process

    Goal

    Continuously improve ad performance with data-driven decisions.

Important Notice

Running ads does not directly mean customer inquiries or sales will occur.

  1. 1The first 2–3 weeks are a discovery and data collection period. No lead or sales guarantee is given during this time.
  2. 2Conversion campaigns are planned after data collection is complete; no specific number of customers or sales is promised at any stage.
  3. 3Ad performance depends on the industry, competition, budget, pricing, offer and sales processes.
  4. 4Inquiries or sales may come from the very first days, but testing and optimization are required for stable results.
  5. 5The agency is responsible for managing the ads. Customer response speed and the sales team also determine whether inquiries turn into sales.

Example Customer Journey

Figures are examples only, not a guarantee.

Ad Impressions

100,000

Awareness

Website Visits

2,000

Interest

Quote / WhatsApp Inquiries

100

Consideration

Qualified Leads

40

Meeting

Completed Sales

8

Purchase

Our Common Goal

To manage your ad budget with data-driven decisions instead of random spending; to identify the right target audience, increase qualified customer inquiries and build a sustainable advertising strategy in the long run.

  • The right strategy
  • More qualified customers
  • Sustainable growth
Need support?

If you need help during preparation or authorization, we're here to support you every step of the way.

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