How to create your Business Portfolio in Meta and connect all your assets

This tutorial is valid if you already have access to Meta Business Suite and Business Manager.

Step 1: Create your business account on Meta

1. Go to business.facebook.com/overview
2. Click the drop-down menu at the top of the left menu, then click "Create a Business Portfolio" (at the bottom of the menu).
3. Complete the requested information:
   • Business name
   • Your full name
   • Contact email
4. Confirm your account from your email.

Step 2: Add your Facebook Page

1. Access "Business Settings" from the side menu.
2. In the left menu, click "Accounts > Pages" .
3. Click "Add > Add a page" .
4. Find your Page and select it. You must be an administrator to add it.

Step 3: Connect your Instagram account

1. From "Business Settings," go to "Accounts > Instagram Accounts."
2. Click "Add" and log in with your business profile username and password.
3. Accept the permissions and link the account.

Important: Make sure your Instagram is set up as a professional account (business or creator).

Step 4: Link WhatsApp Business

1. In Settings, look for "Accounts > WhatsApp Accounts" .
2. Click on "Add WhatsApp account" .
3. Enter your number and follow the verification process with the code sent to your phone.

Step 5: Create an advertising account

1. From "Accounts > Ad Accounts" , click "Add > Create a new account" .
2. Complete:
   • Ad account name
   • Time zone
   • Currency (pesos, dollars, etc.)
3. Assign yourself as the administrator of that account.

Step 6 (optional): Verify domain and company

• Verify domain: From "Brand Security > Domains," add your domain and follow the steps (HTML, DNS, or meta tag).
• Verify your business: From the "Security Center," follow the steps to validate your business. You'll need your Tax Identification Number (CUIT) and legal documentation.

Bottom line

With all assets connected, your business will be ready to:

• Launch advertising campaigns on Facebook and Instagram
• Measure conversions and optimize results
• Connect WhatsApp for direct attention
• Collaborate with agencies without giving away keys

Official Info: Create a Business Portfolio in Meta Business Suite and Business Manager