This self-explanatory document will guide you through creating an ad account from scratch and setting up the suitable pixel and API.
Step 1: Go to Business Manager settings. ⚙️
Step 2: Select Ad accounts.
Step 3: Click on “Create a new ad account.”
Step 4: Add the name of the client/campaign
Step 5: Select America/Chicago time zone and USD – US Dollars for currency.
Step 6: Click on next
Step 7: Please select “My business (Patient Engine & Forward Brand)
Step 8: Please allow complete control to the MB team, plus any other team involved in the process (CSM, Sales, Director of Operations)
Step 9: Select add payment info
Step 10: Select the following information: USA, USD, America/Chicago
Step 11: Select the Business payment method
Step 12: Check that the last four digits with your superior or MB Leads
Step 13: Add the business information; please ask your superior (Senior MB or MB Lead) to grant you this information.
Step 14: Go back to editing your ad account in Ads Manager & make sure the payment threshold is set at $900. The update might take a while to appear, but if you click edit again, you’ll see if it is at the correct amount.
And you have succeeded in setting up your ad account from scratch, now you can start creating your campaigns like a rockstar!