How To Add an Agency To Your Facebook Ad Account in 2024

Hey everyone! If you're running Facebook Ads, you know how tricky it can be to get the best results. Sometimes, it makes sense to bring in some expert help. That's where Facebook Ad agencies come in.

In my 5 years of experience running Facebook Ads, I've seen firsthand how an agency can make a huge difference. They can help troubleshoot issues, optimize campaigns, and ultimately boost your return on ad spend. But first, you need to give them access to your ad account.

This guide will walk you through the process of how to add an agency to your Facebook Ad account step-by-step. I'll also break down the different access levels you can grant and why you might choose one over another.

Why You Might Want to Add an Agency to Your Facebook Ad Account

Before we dive into the "how-to," let's talk about the "why." Here are some of the top reasons businesses choose to work with a Facebook Ads agency:

• Troubleshooting Account Issues: Facebook Ads can be a maze of policies, technical glitches, and unexpected errors. Agencies have seen it all and can help you navigate these challenges effectively.
• Performance Audits and Optimization: A fresh pair of expert eyes can identify areas for improvement you might have missed. Agencies can analyze your campaigns, identify weaknesses, and recommend strategies to increase your ROI.
• In-Depth Account Analysis: Agencies can provide valuable insights into your ad account performance, helping you understand the metrics that matter and how to leverage them.
• Budget Optimization: Agencies can help you get the most out of your ad spend by identifying cost-effective strategies and making sure your budget is allocated efficiently.
• Staying Ahead of the Curve: The world of Facebook Ads is constantly evolving. Agencies stay on top of the latest trends, algorithm updates, and best practices to ensure your campaigns remain effective.

If any of these resonate with you, it might be time to consider bringing in an agency.

How To Add an Agency To Your Facebook Ad Account: Initial Setup

Before you grant access to your ad account, there are a few crucial steps:

1. Choose the Right Agency: Do your research! Look for agencies with a proven track record, positive client testimonials, and expertise in your industry.
2. Establish Clear Communication: Have a conversation with the agency to understand their services, pricing, and how they plan to approach your account.
3. The "Friend" Connection: This might seem a bit old-school, but Facebook requires you to be friends with the agency's Facebook account before you can grant them access to your ad account. This adds a layer of security and helps prevent unauthorized access.

Once you've completed these initial steps, you're ready to move forward!

How To Add an Agency To Your Facebook Ad Account: Step-by-Step Guide

Here's a detailed walkthrough of how to add an agency to your Facebook Ad account:

1. Go to Meta Ads Manager: Visit https://adsmanager.facebook.com/ to access your Ads Manager.
   
   
2. Navigate to Ad Account Settings: In the Ads Manager, click on the "All Tools" icon in the bottom left corner. Then, under the "Settings" column, select "Ad Account Settings."
   
   
3. Access Ad Account Roles: Scroll down to the "Ad Account Roles" section and click the blue "Add People" button.
   
   
4. Choose the Access Level: A pop-up window will appear. Click the dropdown menu to select the appropriate access level for the agency: Analyst, Advertiser, or Admin. (More on these roles later!)
   
   
5. Add the Agency: Enter the name or email address associated with the agency's Facebook account. Double-check that you've entered the correct information to avoid granting access to the wrong account. Then, click "Confirm."
   
   

That's it! The agency now has access to your ad account based on the role you assigned.

Understanding Facebook Ad Account Access Options

It's crucial to understand the different access levels you can grant to an agency. Here's a breakdown:

• Analyst: This role provides read-only access to your ad account. Analysts can view your ads, access reports, and analyze performance data. This is a good option if you only need help with data analysis and campaign assessment.
  
  
• Advertiser: This role allows the agency to view, edit, and create ad campaigns. However, they cannot edit your payment method. This is suitable if you want the agency to manage your campaigns but retain control over billing.
  
  
• Admin: This role grants the highest level of access. Admins can do everything an Advertiser can, plus they can edit payment methods, manage account settings, and even add other people to the ad account. Choose this option with caution and only if you fully trust the agency.
  
  

Pro Tip: Always start with the lowest level of access necessary. You can always grant more permissions later if needed.

How Agencies Can Improve Your Facebook Ad Performance

Now that you know how to add an agency to your Facebook Ad account, let's explore how they can help you achieve your advertising goals:

• Developing a Comprehensive Strategy: A good agency will work with you to develop a tailored Facebook Ads strategy aligned with your business objectives. This includes identifying your target audience, setting clear goals, and determining the most effective campaign types.
  
  
• Crafting Compelling Ad Creatives: Agencies have experience creating eye-catching and engaging ad creatives that resonate with your audience. They can help you develop high-quality visuals, write persuasive ad copy, and A/B test different elements to optimize performance.
  
  
• Targeting the Right Audience: Reaching the right people with your ads is essential for success. Agencies utilize advanced targeting options to ensure your ads are seen by users most likely to be interested in your products or services.
  
  
• Conducting Ongoing Optimization: Facebook Ads require constant monitoring and optimization. Agencies track key metrics, analyze campaign performance, and make data-driven adjustments to improve results over time.
  
  
• Providing Detailed Reporting: Agencies provide regular reports on your ad account performance, highlighting key metrics, and offering insights to inform your overall marketing strategy.
  
  

Important Considerations When Adding an Agency to Your Facebook Ad Account

• Security: Only grant access to agencies you trust. Be wary of sharing your login credentials directly.
• Communication: Establish clear communication channels with the agency to ensure you're both on the same page.
• Review Access Regularly: Periodically review the agency's access level and remove access if you're no longer working with them.

Read more: Facebook Ad Account Restricted: A Specialist's Guide to Reinstatement (2024)

How To Add Agency To Facebook Ad Account: Conclusion

Adding an agency to your Facebook Ad account can be a game-changer for your advertising efforts. By following the steps outlined in this guide, you can confidently grant access to your account and leverage the expertise of professionals to improve your campaign performance. Remember to choose the right access level, communicate effectively, and prioritize the security of your ad account. With the right agency by your side, you can unlock the full potential of Facebook Ads and achieve your marketing goals.

I hope this guide has been helpful! If you have any questions about adding an agency to your Facebook Ad account or anything else related to Facebook Ads, feel free to reach out. Happy advertising!

Follow my blog Brandon Ma for more useful knowledge about Facebook ad accounts!