Meta Set Up & Integration

How To Integrate An Ad Account With GHL


Start by opening the Forever Booked software, clicking the Facebook Ads tab, and selecting Connect to Facebook. Follow the prompts to connect your ad account.

 

Once connected, ensure the Ad Account and Facebook Page you would like to advertise from are selected, then click Save.

 

How To Integrate A Facebook/Instagram Page With GHL

Begin by opening your GHL account, then navigate to Settings and choose Integration. Locate the Facebook integration option and click on it to initiate the connection.

 

Follow the prompts to connect your Facebook Page, which will automatically detect its Instagram Page. Make sure to select the correct Ad Account and save your changes.

 

How To Add Payment Method To Ad Account


Go to Billing → Payment Settings, in your ad account and click on it to access the payment options. In the Payment method section, click on "Add payment method" to begin the process.

 

Next, choose the payment method you want to add from the available options and click Next. You'll have the opportunity to review and update the billing information in the Edit billing information form. Make any necessary changes, or simply verify that the details are correct. Once you're satisfied, click Next to proceed.

 

Finally, you'll reach the confirmation step. Click Save to complete the process. Your new payment method will now be successfully added to your existing ad account.

Preventing Ad Account Restrictions


Preventing shut downs, and improving account recovery are accomplished by taking steps to clearly show that you are a trustworthy advertiser, and minimizing the risk factors which trigger facebooks moderation algorithm. We recommend following our initial prevention steps, and avoiding the most common preventable risks.

Initial Prevention Steps

Step #1: Confirm your identity

This puts you into a bucket of “confirmed” accounts, which facebooks views as more trustworthy.

Go to https://www.facebook.com/id/ - you will be asked to upload your ID. The ID is reviewed by a bot, so make sure that it is a clear well lit image.

Step #2: Enable 2 factor authentication

This will decrease the likelihood that facebook thinks you could be hacked, thereby increasing your trustworthiness and decreasing your shutdown probability.

Instructions

  1. Go to your Security and Login Settings.
  1. Scroll down to Use two-factor authentication and click Edit.
  1. Choose the security method you want to add and follow the on-screen instructions.

When you set up two-factor authentication on Facebook, you’ll be asked to choose one of three security methods:

 

Once you've turned on two-factor authentication, you can get 10 recovery login codes to use when you're unable to use your phone. Learn how to set up recovery codes.

Step #3: Complete steps #1-2 for anyone connected to your ad account

This is very important - as anyone connected to your account is seen as a potential security risk. If someone cannot complete these actions (or are no longer connected with your business) remove them from your page or account.

Managing Ad Disapprovals


Ads might be disapproved due to an error in the algorithm, or because they genuinely violate policies. If your ad gets disapproved, please notify our team immediately. We will assess your account and let you know what to do next.

Depending on the situation, we will advise you to:

1: Correct errors and republish the ad

2: Request a second review of the ad if we do not see any errors

3: Delete the ad if it has been rejected after a second review

Managing Restrictions


Restrictions can be placed on your Meta Business Account, Ad Account, Facebook Page, or Personal Facebook Account. Whichever restriction you receive, the recovery steps remain the same. If you're confident, you can do it independently, or we can guide you through the process on Zoom!

Expand For Account Recovery Steps
  1. Go to Meta Business Support Home.
  1. Click Account status overview in the left menu.
  1. Click the restricted account that you want to troubleshoot.
  1. Look for a What you can do section.
  1. In the What you can do section, follow meta’s recommended steps. These may include:
      • Confirming your identity.
      • Completing verification.
      • Securing your account.
      • Requesting a review.
  1. If you are able to request a review, you will be given 3 options. Choose “Other” - this option ensures that your account is reviewed by a human, increasing the probability of successful account recovery compared to the first two options, which are typically reviewed by bots.
    1. I don’t know what policy was violated
    2. I think my account was hacked
    3. Other
  1. When prompted to provide further information, use this general structure:
    1. “This was the last campaign that we ran before our account was shut down, this was our intention behind that campaign, we don’t believe it violated any policies, if we have, we we will remove the campaign and make the changes necessary.”

      Example

      Our last campaign was to promote our Laser Facial package. Our intention was to collect leads for the special offer. We don’t believe we violated any policies. If we have, we will remove the campaign and make the changes necessary. Thank you!

Usually within 24-48 hrs, you will receive a notification regarding facebook’s decision. This decision is based on:

  1. Your history of violations
  1. The trustworthiness of your account (account verification, 2FA etc)
  1. Your payment history
  1. The seriousness of the violation.

Navigating Permanent Restrictions


If the review is completed, and your account is still restricted and accompanied by “this is our final decision” - this means that the restriction is permanent. To run ads you need a personal profile, a page, and an ad account. So your next steps will depend on how you were restricted.

⚠️
Do not proceed with the steps below unless you have requested a review for all of the restricted assets, and you have received a “final decision”. Otherwise, you risk further restriction for circumventing metas process.
 

Steps for each restriction type:

Restricted Page

If your page has been restricted from advertising, you have the option of creating a new one to continue advertising.

  1. Create a new page following these instructions
  1. Complete Initial Prevention Steps at top of this article
  1. Once created add 5-10 posts, and wait 7 days.
  1. Proceed with advertising from the new page
Restricted Ad Account

If your ad account is restricted, but you still have access to your business manager, page, and profile, you can create a new ad account to advertise from.

  1. Follow this guide, using the steps to create a new ad account
  1. Add a new payment method to the account
  1. Complete Initial Prevention Steps at top of this article
  1. Proceed with advertising from the new page
Restricted Business Account

With a restricted business account, you can either create a new ad account outside of the business manager (instructions above), or you can create a new business manager.

  1. Follow these instructions to set up new business manager
  1. Create a new ad account within the business manager
  1. Add a payment method to the account
  1. Complete Initial Prevention Steps at top of this article
  1. Proceed with advertising from the new account
Restricted Personal Profile

This is where things get hairy, as a personal profile is needed to advertise. Your options are:

  • Request further reviews of your profile from facebook
  • Advertise from co-workers account
 
 
 
 
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