Meta Ads Onboarding · 8 Steps

Get your Meta accounts plugged in so we can launch.

Before we build audiences, install tracking, or spend a single dollar, your Facebook Page, Instagram, Ad Account, and Pixel all need to be connected to your Business Portfolio with PatrickReza (reza@artistinfluence.com) as an admin. This page walks you through every click.

Eight steps. Most people finish in under thirty minutes.

Do them in order, each one assumes the previous is done. If anything is greyed out or you hit a permission wall, just text us and we’ll screenshare. Don’t fight Meta alone.

Meta
01
Access / Admin

Add PatrickReza to your Business Portfolio

Open your Meta Business Settings and invite us as a user. We need Full Control / Admin access so we can attach the Page, IG, ad account, and pixel to your campaign without bouncing back to you for permissions.

business.facebook.com/settingsUsersPeopleInvite People
  • Invite reza@artistinfluence.com as a user
  • Grant Full Control / Admin access where available
  • Assign access to: Facebook Page, Instagram Account, Ad Account, Pixel / Dataset, Catalog (if applicable), and any other business assets connected to the campaign
Heads up: Meta now requires the inviter to have two-factor authentication turned on before any new user can be added. If the invite button is greyed out, that’s why, enable 2FA in Accounts Center first.
02
Facebook Page

Make sure your Facebook Page is connected

Ads need to run under your artist / brand identity, not under another Page or under Artist Influence. Confirm your official Page is attached to the Business Portfolio.

Business SettingsAccountsPages
  • Confirm your official artist / brand Page is listed
  • If not: Add → Add a Page (you own it) or Request Access to a Page (someone else does)
  • If you requested access, approve the request from the Page admin side
03
Instagram

Make sure your Instagram is connected

Connect the IG account to the same Business Portfolio so we can run ads, reply to comments, and pull post engagement audiences.

Business SettingsAccountsInstagram AccountsAdd → Connect your Instagram account
  • Log in to the correct Instagram account
  • Assign PatrickReza (reza@artistinfluence.com) access to the IG account
  • Confirm the IG is linked to the correct Facebook Page via Instagram app → Settings & Privacy → Accounts Center → Connected Experiences, or in Meta Business Suite → Settings → Instagram
04
Page + IG Link

Confirm the Facebook Page and Instagram are linked

If the Page and IG aren’t formally linked, Meta will block ads from running under your correct identity , or worse, run them with the wrong handle.

Meta Business SuiteSettingsBusiness Assets
  • Click the Facebook Page
  • Confirm the Instagram account is shown as connected
  • If not, link them through Accounts Center on the IG side
Meta
05
Ad Account

Add or confirm the Ad Account

This is the wallet that pays for ads and where every campaign, audience, and report lives. Make sure the right one is in the Business Portfolio and that we have permission to operate it.

Business SettingsAccountsAd Accounts
  • Confirm the correct ad account is listed, or Add → Add an Ad Account / Create a New Ad Account
  • Assign PatrickReza Admin access on the ad account (full control: manage campaigns, view performance, manage pixels / datasets, and create ads)
  • Verify the payment method is attached and active
Meta
06
Pixel / Dataset

Set up the Pixel / Dataset

The pixel is how Meta learns who’s actually clicking, listening, and converting. Without it, every campaign is flying blind, no retargeting, no lookalikes, no optimization.

Business SettingsData SourcesDatasets
  • Confirm your pixel is connected to the business
  • Assign PatrickReza access to the pixel / dataset
  • If you’re sending traffic to Laylo, Hypeddit, ManyChat, Shopify, or any landing page, install or share the pixel there too
  • For Laylo / ManyChat / Hypeddit campaigns, send us access or confirm the tracking integrations are active
  • On Shopify, a custom site, or anything with a server? Also enable Conversions API (CAPI), browser pixel alone caps signal at ~60% match quality after iOS 14.5. Reza generates the access token from your dataset, you just paste it (or for Shopify, install the Facebook channel app).
  • Don’t have a pixel? Let Reza know. Option B: we’ll set up a brand new one for you, no extra work on your end.
Meta
07
iOS 14 / Domain

Domain verification & iOS 14 tracking

Apple’s iOS 14 update broke a lot of Meta’s tracking. To get full attribution back on web traffic we need domain verification and the top 8 conversion events configured in Aggregated Event Measurement. Reza configures AEM events on our side. Domain verification needs you to drop a DNS TXT record (or a meta tag on your site), Reza sends you the exact value to paste.

What you actually do here: when Reza emails you the DNS TXT record or meta tag, paste it in your domain registrar (GoDaddy, Namecheap, Cloudflare, etc.) or hand it to whoever runs your site. It’s one record, takes ~5 min once you’re in the DNS panel. Required for any campaign sending traffic to a web URL, skip it and conversions report at half strength.
08
Fan Lists & Confirm

Send your fan lists & confirm we’re live

Last step. We use your existing fans to seed the audiences Meta targets, that’s how the first few days actually perform. You don’t need to do anything technical, just export and send what you have. We’ll turn them into custom audiences and lookalikes on our end.

Send PatrickReza your fan lists

SMS / email list (from Laylo, ManyChat, and Hypeddit).

Don’t worry about formatting - CSV, Excel, screenshot, whatever. PatrickReza turns these into custom audiences and lookalikes inside Meta so Day 1 ads find your real fans instead of burning budget on cold reach.

Then email PatrickReza: reza@artistinfluence.com and attach whatever lists you have. We take it from there.

Then we build audiences, connect tracking, set up retargeting, and launch.

Bonus · Pro Tips

Stuff that’ll save you a week of back‑and‑forth.

None of these block launch, but if you can knock them out now, your campaigns hit harder and ramp faster.

Turn on 2FA before invitingMeta blocks new admin invites unless the inviter has two‑factor auth on. Enable it in Accounts Center → Password & Security first.
Switch IG to a Professional accountPersonal IG accounts can’t run ads or share insights. Settings → Account type → Switch to Professional.

Content guidelines: we run all genres, no limit. The one hard rule, any explicit lyrics in the ad creative must be bleeped / censored, or Meta will reject or restrict the ad. Send a clean version.

Once it’s connected, let us know, and we’ll take it from here.

Send a quick confirmation so we know we have everything we need. From there, we build audiences, set up tracking, configure retargeting, and launch your campaign.