Meta Ads Setup Guide

Follow these simple steps so Pathfinder Creative can connect your business for ad tracking, pixel installation, and campaign management.

📬 Need help? Contact us at contact@pathfindercreative.com

Overview

Before we can launch your Meta (Facebook + Instagram) ad campaigns, we need to connect your business assets inside Meta Business Manager.

This allows us to:
✅ Run ads from your business name
✅ Track results with the Meta Pixel
✅ Integrate your website and CRM (Trailbase)
✅ Keep your billing and transparency secure

Step 1 — Confirm or Create Your Business Manager

Instructions:

Go to business.facebook.com
If prompted, click “Create account” and name it your business name
Once inside, go to Business Settings → Business Info
Copy your Business Manager ID (or Business Portfolio ID — it looks like a 15-digit number.)
Email or message this ID to us at contact@pathfindercreative.com

Step 2 — Add Pathfinder Creative as a Partner

Once you’ve found your Business ID, we’ll send a Partner Request from our Pathfinder Creative Business Manager.

You’ll receive a notification in your Business Settings → Requests tab.
Approve the request for Pathfinder Creative to access your Page, Ad Account, and Pixel.
That’s it — we’ll handle all setup from here.

Tip: You’ll remain the business owner — we simply get permissions to build and manage campaigns securely.

Step 3 — Make Pathfinder Creative an Admin on Facebook & Instagram

For Facebook (New Pages Experience):

Go to your Facebook Page → Settings → New Pages Experience → Page Access
Click Add New → search for Jeret Lockhart or use contact@pathfindercreative.com
Toggle Full Control (Admin) → Send Invite

For Instagram:

Open the Instagram app → tap Settings → Account Center → Add Accounts
Ensure your Instagram is connected to your Facebook Page.
Once connected, we’ll automatically gain access when linking your assets in Meta Ads Manager.

Step 4 — Website Tracking (Pixel / Conversions API)

Once your Facebook Page and Business Manager are connected, we’ll install the Meta Pixel on your website using our “Pixel My Site” plugin.

This allows us to track:

Website visits
Lead form submissions
Ad performance metrics

✅ No coding needed — just make sure your Business Manager and Page access are approved.

Step 5 — Add Your Payment Method

Manage your billing directly. This allows you to pay Facebook directly for ad spend:

Go to business.facebook.com/settings/payment-methods
Click Add Payment Method
Add your business credit or debit card

Troubleshooting

Title: Common Issues & Fixes

Problem	Fix
I don’t see “Business Settings”	Go to business.facebook.com/settings directly
I can’t find my Business ID	It’s under Business Info in the left menu
My Page doesn’t show up	You may need to re-add it under Accounts → Pages → Add
I don’t have a Business Manager	Follow Step 1 to create one — it’s free and takes under 2 minutes