Facebook permissions you need for Madgicx

You need 4 kinds of permissions on Facebook to get your Madgicx account up and running:

  • Ad account: You need permission to manage the ad account to launch ads via Madgicx‍
  • Facebook page: You need permission to manage the page to get analytics and launch posts via Madgicx‍
  • Facebook pixel: Your pixel needs to be connected to your Facebook ad account and to do so you need permission to manage the pixel‍
  • Facebook catalogs: You need permission to manage the catalog and the catalog needs to be connected to the Facebook pixel

Let’s take a look at how you get those permissions.

Facebook ad account

Only admins of an ad account can remove or change the permissions. If you’re not the admin, you need to speak to this person to grant you permissions.

Here’s a handy message you can copy-paste to the admin of your Facebook ad account:

Hey, I need permissions to manage our Facebook ad account. Could you spare a few minutes to help me out? (it’s quick and painless, promise 😉)

  1. Go to Settings in Business Manager (you may need to re-enter your password)
  2. Head to “People” in the left-hand sidebar
  3. Search for me in the search bar at the top and select me, or click “Add people” and search for me using my email address
  4. In the box that appears and add me to our ad account, making sure that you choose my new role (“Admin access”) and complete the steps

That’s it! Appreciate if you could get this done ASAP 🙏 so I can start optimizing and maximizing our potential through FB ads đŸ’Ș

Facebook page

To get permissions for your Facebook page you need to speak to your page admin.

Here’s a handy message you can copy-paste to your page admin:

Hey, I need permissions to manage our Facebook page. Could you spare a few minutes to help me out? (it’s quick and painless, promise 😉)

  1. From your Facebook feed, click “Pages” in the left-hand menu (you may have to click “See more” first)
  2. Go to our page and click “Settings” in the left-hand menu
  3. Click “Page Roles” in the left-hand menu
  4. Below “Assign a new Page role”, type my name or email address in the box and select me from the list that appears”
  5. Click the role (“Editor”) and select “Admin” from the drop-down menu
  6. Click “Add” and enter your password to confirm

That’s it! Appreciate if you could get this done ASAP 🙏 so I can start optimizing and maximizing our potential through FB ads đŸ’Ș

Notes

- If you're not friends with the person who is the admin, you’ll need to accept their invitation to start helping them manage the page.

- If you want to add another admin, the request may need to be approved by another page admin before this person can be added. If the request is not actioned within seven days, it may be auto-approved.

Check out how Facebook explains how to get manage permissions to your page.

Facebook pixel

The Facebook pixel (now called “Meta pixel”) is a piece of code you place on your website that collects data for you to track conversions from Facebook ads, optimize ads, build targeted audiences for future ads and remarket your products to people on Facebook.

How to get permissions to an existing pixel

To share an existing pixel, you need to contact the Meta Business Manager that owns it. The Business Manager admin can add others to the pixel or to the ad account associated with the pixel by making them admins of the Business Manager, then:

  1. Go to "Business Settings"
  2. Below "Data Sources", click pixels
  3. Select the pixel that you'd like to add someone to
  4. Click "Add People"
  5. Select the people and the tasks you want to assign
  6. Click "Assign"

How to set up and create a Facebook pixel

To set up and create a pixel, you need to be an admin of the Facebook ad account. See how to get account admin permissions above. Then:

  1. Go to Events Manager
  2. Click Connect data sources and select “Web”
  3. Select “Meta pixel” and click “Connect”
  4. Add your pixel name
  5. Enter your website URL to check for easy setup options
  6. Click “Continue”

You then need to install the pixel on your website

How to install the Facebook pixel on your website

Once you've created your Facebook pixel, you're ready to put the pixel code on your website.

There are several setup options for this:

  • Manually add the pixel code to your website
  • Use a partner integration
  • Email instructions to your developer

Let’s run you through the different steps for the three different options:

Manually add pixel code to website

  1. Go to “Events Manager”
  2. Click the “Data sources” icon on the left-hand side of the page
  3. Select the pixel that you want to set up
  4. Click “Continue pixel setup”
  5. Select Facebook pixel and click “Connect”
  6. Select “Install code manually”
  7. Copy the pixel base code
  8. Find the header of your website, or locate the header template in your CMS or web platform
  9. Paste the base code at the bottom of the header section, just above the closing head tag
  10. Click “Continue”
    Recommended tip: Toggle on “Automatic advanced matching” and verify the customer information that you want to send
  11. Add events using the “Event setup tool” or by manually adding code to your website:
    Recommended tip: Toggle on “Automatic advanced matching” and verify the customer information that you want to send
    1. Event setup tool
      • Click “Open Event setup tool” to add events and parameters without additional coding
      • Follow the on-screen instructions to add events to your website
    2. Manual setup:

Use a partner integration

  1. Go to “Events Manager”
  2. Click the “Data sources” icon on the left-hand side of the page
  3. Select the pixel you want to set up
  4. Click “Continue pixel setup”
  5. Click “Use a partner”
  6. Select your partner integration from the list
  7. Follow the on-screen setup instructions

You can also set up your Facebook pixel on your website by going to the “Partner integrations page” in “Events Manager”, selecting your partner, and following the on-screen instructions.

Email instructions to your developer

If someone else updates the code on your website, follow these steps to email them your Meta pixel setup instructions.

  1. Go to “Events Manager”
  2. Click the “Data sources” tab on the left-hand side of the page
  3. Select the pixel that you want to set up
  4. Click “Continue pixel setup”
  5. Click “Email instructions”
  6. Enter the recipient's email address
  7. Click “Send” at the bottom of the page

Set up events

After you've added the Meta pixel base code to your website, you can set up events to measure the actions visitors take on your website, such as making a purchase. You can do this by manually installing the code or by using the point-and-click Event setup tool. Then, make sure that your Meta pixel is working correctly.

Note: You should use the same Facebook pixel across your entire website. There’s no need to create multiple pixels for different pages or events.

If you use the Meta pixel to share events with Meta, we recommend that you also use the Conversions API. The Conversions API works with your Meta pixel to help improve the performance and measurement of your Meta ad campaigns.

‍Learn more about the Conversions API

Facebook catalogs

How to get permission to a catalog

  1. Make sure the you have been added as an admin to the Business Manager
  2. Go to Business settings and select the business
  3. Select "Data sources"
  4. Select "Catalogs" and select the name of the catalog
  5. Select "People" to see who already has catalog tasks assigned; to assign or change their task, select "Add people"
  6. Select the person's name on the left-hand side
  7. On the right-hand side, select either "Manage catalog" or "Create ads" as the person's permission level; select "Assign"

How to create a new catalog

  1. Go to “Commerce Manager”
  2. Start creating your catalog:
    1. If this is your first catalog, click “Get Started”, select “Create a catalog”, and then click “Get Started”
    2. If you already have at least one catalog, you'll see all of your catalogs listed; select “+ Add catalog” to create a new one
  3. Select the type of inventory you advertise or sell, then click “Next”
    1. Select “Upload product info” if you plan to add items yourself in “Commerce Manager”
    2. Select “Connect a partner platform” if you host your items on a partner platform that has an integration with Facebook; select a platform and follow the link to their website to complete setup and import items to Facebook. Learn more about importing items from a partner platform.
  4. Select the “Business Manager” account that your catalog belongs to; this unlocks more ways to use your catalog than selecting a personal account and enables you to assign other people permission to work on the catalog
    • To select a Business Manager account, you must be a “Business admin” (see above)
  5. Enter a name for your catalog
  6. Click “Create”

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