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Understanding the Partner Setup
For Facebook marketers managing advertising campaigns, setting up properly as a partner is crucial. Essentially, both you and your client should have distinct Business Portfolios (previously known as Business Manager). The client must add you as a partner, which allows access to essential assets such as their Facebook page, Instagram account, and relevant data sets. Items like the pixel, custom audiences, and conversions are pivotal for effective ad management.
The Importance of Proper Access
Being added just as a person or admin to a client's business can expose you to unnecessary risks. Perhaps your client has previously committed infractions, or they might unknowingly do so while you're managing their content. Partnering instead creates a protective barrier, securing both your interests and theirs. It also ensures the proper separation of your portfolios, an important aspect considering each client should be managed distinctly per Meta's requirements.
Practical Benefits for Marketers
Adopting this partner-based approach not only safeguards all parties involved but also equips you with a streamlined and historical view of your client’s previous campaigns. This insider look can significantly inform your strategies, enhancing the overall efficacy of your ad performance. As Jon Loomer emphasizes, proper setup allows for smoother operations and reduced exposure to potential compliance issues, ultimately strengthening your role as a trusted consultant.
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