Step 1: Create or Log In to Your Facebook Account

Start with an active Facebook account that you use to manage your business.

Make sure the account information is accurate and secure.

Avoid creating multiple personal accounts simply for advertising purposes.

Step 2: Set Up Your Facebook Business Page

If you don’t already have a business Page, create one for your business.

Add important information such as:

• Business name
• Category
• Description
• Profile image
• Cover image
• Contact information
• Website
• Business location, if applicable

A complete Page helps establish your business identity before you start advertising.

Step 3: Access Meta Business Tools

Open Meta’s business tools and sign in with your Facebook account.

From the business environment, you can organize your business assets and advertising activities.

Meta’s own business ecosystem uses business accounts and advertising tools to help advertisers manage their assets and campaigns.

Step 4: Create Your Business Portfolio

Create or select the business portfolio associated with your business.

Enter your business information as requested.

For example:

Business Name:
Madhav Business Solution

Use your actual business name and accurate information.

Step 5: Add Your Facebook Page

Connect your business Facebook Page to the business portfolio.

This allows you to manage the Page as a business asset and use it for applicable advertising activities.

Make sure you have the required access or permissions to add the Page.

Step 6: Connect Your Instagram Account

If you want to advertise on Instagram, connect your Instagram professional account to the relevant business assets.

This can help you manage Facebook and Instagram advertising from the same advertising ecosystem.

Before connecting the account, make sure:

• Instagram account is accessible
• Correct business account is selected
• Required permissions are available
• Account information is accurate

Step 7: Create an Ad Account

Go to the advertising/account settings and choose the option to create an advertising account.

You may be asked for information such as:

Ad Account Name

Example:

Madhav Business Solution Ads

Time Zone

Select the time zone you actually use for your business.

For an India-based business:

India Standard Time (IST)

Currency

Select the currency you want to use for your advertising account.

For India:

Indian Rupee (INR)

⚠️ Choose these settings carefully because account-level settings may have limitations on changing them later.

Step 8: Select Who Will Use the Ad Account

Depending on the current Meta interface, you may need to specify whether the advertising account is for your own business or another business/client.

For your own business, select the option that represents advertising for your business.

For an agency managing advertising for clients, use the appropriate business asset and permission structure rather than mixing client assets with your own.

Step 9: Add People and Permissions

If you have employees or an advertising team, you can give appropriate access to the relevant business assets.

Only provide the level of access each person actually needs.

For example:

• Admin access
• Advertiser access
• Analyst access

Avoid giving full administrative access unnecessarily.

Step 10: Add a Payment Method

To run paid campaigns, add an applicable payment method to the advertising account.

Depending on the account and country, available payment methods can vary.

Before adding payment information:

• Check billing details
• Confirm currency
• Verify payment method
• Make sure sufficient funds/credit are available
• Keep billing information accurate

Step 11: Check Account Status

Before creating your first campaign, check whether the advertising account is active and whether there are any restrictions, verification requirements or payment issues.

If Meta requests additional information or verification, complete the applicable process through the official platform.

Step 12: Set Up Your First Campaign

Once your advertising account is ready, open Ads Manager and create a campaign.

The general campaign structure is:

Campaign

Choose your advertising objective.

Ad Set

Set:

• Audience
• Budget
• Schedule
• Placements
• Optimization settings

Ad

Add:

• Image or video
• Primary text
• Headline
• Description, where applicable
• Call-to-action
• Destination URL, if applicable