Prerequisites of Facebook integration

Created by NotifyVisitors Team, Modified on Sat, 07 Oct 2023 at 08:06 AM by NotifyVisitors Team

In today's digital landscape, social media platforms play a vital role in connecting businesses with their target audiences. Among the numerous platforms available, Facebook stands out as a powerful tool for businesses to reach potential customers, increase brand awareness, and drive conversions. However, before embarking on the journey of Facebook integration, it is essential to ensure that you have the necessary prerequisites in place. In this article, we will explore the key prerequisites for integrating your business with Facebook, setting you up for success.

To know more, read the article 'Streamline your Facebook advertising with NotifyVisitors' which provides valuable insights on optimizing your Facebook advertising efforts.

Facebook Business Manager Account

To effectively manage your business presence on Facebook, it is crucial to have a Facebook Business Manager account. This centralized platform provides you with the tools and resources necessary to control and monitor your Facebook assets, such as Pages, Ad Accounts, and Business Locations. By creating a Business Manager account, you gain access to features that enable seamless integration and collaboration within your organization.

Requirements for setting up a Facebook Business Manager Account

To create a Business Manager account on Facebook, a personal Facebook profile is necessary for identity verification.
Each individual is limited to creating a maximum of two Business Manager accounts.

Step-by-step process

  1. Go to the Facebook Business Manager website (
  2. Click on ‘Create Account’ or else you can log in through facebook or instagram.

  1. Now go to your facebook business page and click on facebook business suite from the manage account section.

  1. Now click on 'Create a business account'.

  1. Enter your business account name, contact information, first name, last name and business email address, then click on ‘create’.

  1. Follow the prompts to complete the setup process, including providing additional business information and verifying your email address.
  2. Once your Business Manager account is set up, you can login to your account and start adding your assets like Pages and Ad Accounts.

Facebook Business Page

A Facebook Business Page serves as the face of your business on the platform. It allows you to showcase your brand, share updates, engage with your audience, and run targeted advertising campaigns. Before integrating with Facebook, it is essential to create a well-optimized Business Page that accurately represents your brand and aligns with your marketing objectives.

Step-by-step process

  1. Log in to your Facebook Business Manager account.
  2. Click on the ‘Business Settings’ tab from the all tools section.

  1. A new screen shall follow. Just click on ‘Pages’ from the left hand column.

  1. Click on the ‘Add’ button and select ‘add a Page’.
  2. Now, add the name or the url of the facebook page you want to add to the business manager account.

  1. Once you click on the add page, it shall appear under the pages option of the account.

  1. Once your Page is set up, you can start posting updates, engaging with your audience, and running ads.

Add Payment Method

To utilize Facebook's powerful advertising capabilities, you need to have a valid payment method linked to your Business Manager account. This ensures that you can easily set up and manage paid ad campaigns on the platform. By adding a payment method, you gain access to various ad formats, targeting options, and analytics tools that can help you maximize the impact of your marketing efforts.

Step-by-step process

  1. Log in to your Facebook Business Manager account.
  2. Click on the ‘Business Settings’ from the all tools menu
  3. In the left-hand column, click on ‘Billings & Payments’.

  1. Select payment method and Click on the ‘Add’ button to add a new payment method.

  1. Enter your country and currency. 
  2. Now, select the payment method you want to add, such as debit or credit card.

  1. Enter the required payment information and click ‘Continue’ to complete the process.
  2. Your payment method is now linked to your Business Manager account, and you can use it to run ads.

Facebook Ad Account

A Facebook Ad Account is a prerequisite for running ads on the platform. It allows you to create, manage, and measure the performance of your advertising campaigns. With a dedicated Ad Account, you can define your advertising objectives, set budgets, target specific audiences, and track the effectiveness of your ads. Before integrating with Facebook, ensure that you have a fully functional Ad Account associated with your Business Manager.

Step-by-step process

  1. Log in to your Facebook Business Manager account.
  2. Click on the ‘Business Settings’ tab 
  3. In the left-hand column, click on ‘Ad Accounts’.

  1. Click on the ‘+Add’ button and select ‘Create a New Ad Account’.

  1. A new screen shall follow where you need to enter - Ad account name, time zone and currency.

  1. Now click on next and then follow the prompts to provide the necessary information and complete the process.
  2. Your ad account shall appear under the ad accounts head.

  1. Once your Ad Account is created, you can start setting up ad campaigns, defining objectives, targeting options, and tracking the performance of your ads.

Audience List

Building and leveraging an audience list is a crucial aspect of Facebook integration. You can create custom audience lists consisting of individuals who have engaged with your brand or expressed interest in your products or services. This could include website visitors, app users, or customers who have made previous purchases. By integrating your audience list with Facebook, you can create highly targeted ad campaigns, reaching the right people with personalized messages that drive conversions.

Step-by-step process

  1. Log in to your Facebook Business Manager account.
  2. Click on the ‘Audiences’ tab from the all tool menu.

  1. A new screen shall follow where you need to select the type of audience you want to create.
  2. Choose from options such as Custom Audience, Lookalike Audience, or Saved Audience.

  1. If you select Custom Audience, you can choose from different sources like customer lists, website traffic, app activity, or engagement on Facebook.
  2. Follow the prompts to set up the audience based on your selected source.
  3. Provide the necessary information or upload the relevant data file, such as email addresses or website pixel data.
  4. Once your audience list is created, you can use it to create highly targeted ad campaigns that reach the right people.


Facebook's platform and processes may change over time, so it's always a good idea to refer to Facebook's official documentation or support resources for the most up-to-date information and instructions on setting up and managing your Facebook integration.

Also, Facebook requires a specific sheet format for CSV uploads or else you can directly sync your NotifyVisitors segments with your audience list. To know more please refer to the article 'create a customer list custom audience'.

Wrapping up

In conclusion, before integrating with Facebook, it is crucial to have a solid foundation in place. The pre-requisites discussed in this guide lay the groundwork for successful integration and effective utilization of Facebook's marketing tools. By ensuring that these requirements are met, businesses can leverage the power of Facebook to expand their reach, engage their audience, and achieve their business goals.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article