Guideline - #82039 - Facebook Ad ID and Payment Threshold Setup

Objective

  • Create a Facebook Ad ID and Complete the Payment Setting for Facebook Ad Account

Prerequisite

  • Facebook Business Manager ID
  • Client’s Valid Credit Card (With significant enough Credit Limit)

Audience

  • Client or Marketer

Step-By-Step Guideline

Part 1 - Create Facebook Ad ID

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1. Login the Personal Facebook ID that you used to create the Facebook Business Manager ID

2. Create a New Tab in the Same Browser (with the step you have done in Step#1)

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3. Visit business.facebook.com  in the New Tab 

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4. [[ Business Settings ]]

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5. [[ Accounts ]] > [[ Ad accounts ]]

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6. [[ +Add ]] > [[ Create a new ad account ]]

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7. Input the following information for Ad Account Setup:

a.  [[ Ad account name ]] – [[ DDM_<<BrandName>>_<<YYYYMM>> ]]

b. [[ Time zone ]] – [[ <<City or Country of the Ad Account>> ]]

c. [[ Currency ]] – [[ <<Currency that will be used in the Ad Account>> ]]

d. [[ Payment method ]] – [[ Select payment method ]] ( Payment method will be setup in the later steps)

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8. This ad account will be used for:

a. [[ My Business ]]

b. [[ Create ]]

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9. Add people and set Permissions

a. Select the People that you want to assign Admin Rights to

b. [[ Admin Access ]] > [[ Manage ad account ]] = Enable

c. [[ Assign ]]; or

d. [[ Cancel ]] – You may follow this Guideline and complete the access right assigning afterward.

e. Done – Created the Facebook Ad ID

Part 2 - Payment Threshold Setup

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10. After you have your newly created Ad Account on hand, you will see the Ad Account list in Facebook Business Manager > [[ Business Setting ]] > Accounts > [[ Ad accounts ]]

a. Go to the upper right corner

b. Click the Dropdown Menu 

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11. [[ View Payment Methods ]]

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12. In Payment Setting, Click [[ Add Payment Method ]]

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13. Select a payment method

a. [[ Credit or debit Card ]]

b. Input Card information

c. [[ Continue ]]

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14. Back to Payment setting

a. In Next Bill Section, Click [[ Manage ]]

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15. Input the Threshold amount you want to change

a. [[ Change Threshold ]]

b. Done.