Managing different accounts is just one click, once you setup Account Groups
Facebook Ads are a great value for any client, but you don’t want to pay for them yourself. When I started I ran them under my account using the clients card. However, this meant that I couldn’t run ads for anyone else (including myself). You’d think you can use different credit cards for different campaigns but you can’t. Each person can only use one credit card at a time. So how do you manage an account for someone else? You use something called Account Groups. Note that FB has released a PDF documenting the feature.
My metaphor disconnect was that I thought I could use different ‘campaigns’ (groups of ads) for different clients. If you ask FB, they say, “Unfortunately at this time it is not possible to designate different funding sources for different ad campaigns.”
Instead, you have to set up the ads on the clients own account and then give yourself permission to run them. The proper metaphor is not different campaigns for different clients, it’s completely different accounts.
Account Groups allow you to group together, organize and access multiple advertising accounts simultaneously (Facebook Help)
Let’s start from something simple. Let’s assume your client is in the same office. He’s the boss, he owns the company, he wants to run the ads on his credit card. Get up and go into his office.
Clicking ‘Add User’ gives someone else access to your Ads account (but not your main account)
Sitting at bosses computer
- Setup Facebook Ads under the client. Just go to facebook.com/ads and setup a dummy ad or something
- Go to Settings within that account
- Scroll down and click ‘Add User’ under ‘Permissions’
- Add yourself (your personal Facebook account) as a user
That’s about it. If he/she is not physically in the same area, they’ll have to do this themselves. Remember that the account has to be under some human-controlled account. You can technically open an account for a business, but FB doesn’t actually like that. They only ‘allow’ that if you don’t already have a personal account.
Then you need to go back to your Facebook Account and access the ads. From here it’s pretty simply, just a drop-down that lets you switch between accounts easily. Bit too easily. Be careful.
Sitting at your computer
- Visit facebook.com/ads. I’m assuming you already have an account
- On the left hand it says account and your name. Click that
- In the drop-down select the new account you have access to (the client’s name)
- Campaign away
For a quick reference, all the answers are on the Account Groups help page. Getting from stuck to there, however, is not entirely clear, hence this post.
If you’re running ads for different people you really don’t want to handle the billing. This lets you separate billing from operations without setting up all new Facebook accounts (both annoying and against policy) and it gives the client some transparency and control.