Everything you need to set up your Meta Business account correctly — so your lead generation campaigns launch smoothly from day one. We'll build the landing page for you, but we need a few things set up on your end first.
About your setup: Because Digital Giants is building your landing page, you won't need to worry about connecting a website platform (like Shopify or WordPress) or setting up a product catalog. We'll handle the pixel installation, Conversions API, and all tracking on the landing page we build for you. Your job is to get the Meta Business foundations set up — we'll take care of the rest.
Meta Business Manager (now part of Meta Business Suite) is the centralised hub where all your business assets live — your Pages, ad accounts, pixels, and more. Creating one is the essential first step.
Visit business.facebook.com and click "Create Account." You'll need a personal Facebook profile to get started (this is for identity verification only — your personal profile won't be visible to the public in your business account).
Without a Business Manager, you can't run ads professionally, control access for team members or agencies, or use advanced features like the Conversions API. It also protects your business assets — keeping them separate from any personal Facebook profile.
Before going any further, enable two-factor authentication on your personal Facebook account that's linked to Business Manager. Meta now requires 2FA for accounts running ads, and it's essential for protecting your business from unauthorised access.
Go to your Facebook Settings → Security and Login → Two-Factor Authentication. Choose an authentication app (such as Google Authenticator or Authy) for the most secure option.
Ad accounts are high-value targets for hackers. If someone gains access to your account, they can run ads using your payment method and drain your budget. 2FA adds a critical layer of protection — and Meta may restrict ad delivery if it's not enabled.
Save the backup codes Meta provides during setup. Store them somewhere secure (like a password manager) — you'll need them if you ever lose access to your authenticator app.
Your Facebook Page and Instagram account are required to run ads. In Business Manager, navigate to Settings → Accounts → Pages and add your Facebook Page. Then go to Instagram Accounts to connect your Instagram profile. If you use Threads, connect that as well.
If you don't have a Facebook Page yet, you can create one directly from within Business Manager.
Lead generation ads appear under your Page and Instagram identity. If these aren't connected to Business Manager, you won't be able to create or manage ads properly — and your agency won't be able to run campaigns on your behalf.
Add at least one additional person as a full admin to your Business Manager. This should be someone you trust completely — a business partner, spouse, or close family member.
Go to Business Settings → Users → People, click "Add People," and enter their email address. Assign them the "Full Control" (Admin) role.
If your personal Facebook account is ever hacked, disabled, or locked out, you lose access to everything in Business Manager — your ad account, pixel data, audience data, and more. A backup admin ensures your business can still operate even if something happens to your primary account. We've seen this happen more than you'd think.
Inside Business Manager, go to Settings → Accounts → Ad Accounts and create a new ad account. Set your time zone to your local Australian time zone, currency to AUD, and give it a clear name (e.g., "[Your Business Name] — Lead Gen").
Once the ad account is created, go to Payment Settings and add a valid credit card or payment method. Meta requires a payment method on file before any ads can be delivered.
Use a business credit card rather than a personal one. Set up spending limits on the ad account as a safety net — you can always increase them later. This protects you from unexpected spend if something goes wrong.
Navigate to Business Settings → Business Info and fill in all fields: your legal business name, address, phone number, website URL, and business email. Make sure everything matches your official business registration.
Once your details are complete, Meta may prompt you to verify your business. Head to Security Centre in Business Settings to start the verification process. You'll need to provide supporting documents such as a business registration certificate, utility bill, or ABN lookup confirmation.
Meta uses this information for business verification and to comply with advertising transparency laws. Incomplete or inaccurate details can delay ad approvals, trigger account reviews, or even get your account restricted. Verified businesses also unlock higher spending limits and access to additional features.
The Meta Pixel tracks visitor actions on your landing page — page views, form submissions, button clicks, and more. You need to create the pixel in your Business Manager so we can install it on the landing page we build for you.
Go to Events Manager → Connect Data Sources → Web → Meta Pixel and create a new pixel. Give it a clear name (e.g., "[Your Business Name] — Lead Gen Pixel").
You only need to create the pixel — Digital Giants will install it on your landing page, configure all conversion events (such as Lead and Contact form submissions), and set up the Conversions API for server-side tracking. We'll make sure everything is firing correctly before your campaigns go live.
In Business Manager, go to Brand Safety → Domains and add the domain where your landing page will live. If you have an existing website domain, add that. If we're hosting your landing page on a subdomain or new domain, we'll confirm the correct domain with you before this step.
Meta will ask you to verify ownership using one of three methods: adding a DNS TXT record (recommended), uploading an HTML file to your site, or adding a meta tag to your homepage.
Domain verification is required for configuring conversion events under Apple's Aggregated Event Measurement (AEM) protocol. Without it, you're limited in how many pixel events you can optimise for, and your conversion tracking on iOS devices will be significantly impaired.
The DNS TXT record method is the most reliable. If you're not comfortable doing this yourself, just let us know and we can walk you through it or handle it directly if we have access to your domain registrar.
After creating all your assets, make sure your user account (and any backup admins) are assigned to every asset in Business Manager. Go to Business Settings → Users → People, select your name, and verify you have access to all Pages, ad accounts, pixels, and domains.
It's a common oversight — you can create an asset but not automatically be assigned to it with the right permissions. Checking this now prevents issues later when we begin setting up and managing your campaigns.
This is the final step — and it's how we get the access we need to build your landing page and manage your lead generation campaigns. In Business Manager, go to Business Settings → Users → Partners, click "Add," and enter the Digital Giants Partner ID shown below.
You'll need to share each of the following assets with us individually. For each asset, grant us the appropriate level of access (we'll guide you on the specifics).
Share these assets with us:
Once you've completed all 10 steps, send us a quick message at info@digitalgiants.com.au and we'll verify everything is set up correctly. From there, we'll build your landing page, install all tracking, and get your lead gen campaigns ready to launch.
If you get stuck on any step, don't worry — just reach out to your Digital Giants account manager and we'll walk you through it. We're here to make this as easy as possible.