Connect Meta Ads to SiteOps

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1. 1Sign in to Business ManagerOpen business.facebook.com and sign in with your Facebook profile. If you land on a business overview with your Page and ad account visible, you are set. If Meta offers to create a business portfolio instead, this profile has none yet — create one with your company name, your name and your work email, and confirm the email it sends.Marketers often have two profiles — a personal one and one an old employer added to some business. Check the top left corner: the business name shown there is the one everything below happens in.
2. 2Open Business settings and check your roleLook for Settings, or Business settings, usually behind a gear icon. Under People, find yourself. You need full control of the business (Meta has called this admin access) — anything less and the Connect window later will not show the ad account. If you are not listed or only have partial access, ask whoever owns the business to raise your level here.This is the single most common blocker. Employee-level access is enough to run ads inside Ads Manager, but not enough to authorise a new tool for the business.
   1. Business settings
   2. People
3. 3Find the ad account and note its IDIn Business settings, under Accounts, open Ad accounts. You should see at least one, with a long number under its name — that is the ad account ID, and it is how you will recognise the right account in SiteOps later. No ad account here? Press Add and either create a new one or request access to an existing one, for example an agency's.Ads Manager also shows the ID in its account picker at the top. Write it down if your business holds several ad accounts — names repeat, IDs do not.
   1. Business settings
   2. Accounts
   3. Ad accounts

   Ad account nameAd account ID

4. 4Make sure the ad account can spendOpen Billing, or Payment settings, for that ad account — it lives in Business settings or from the menu inside Ads Manager. There should be a valid payment method: a card, PayPal, or a prepaid balance depending on your country. Also glance at the account's spending limit if one is set.A connected account with no payment method looks fine until the first launch fails. Meta also disables ad accounts with a failed charge — if the account status says anything other than active, fix that first.
   1. Business settings
   2. Billing
5. 5Connect the Page, and Instagram for ReelsStill in Business settings, under Accounts, check Pages: the Facebook Page you advertise from should be listed. Then check Instagram accounts: for Reels campaigns, the Instagram account must be connected to the business and linked to that Page. If Instagram is missing, press Add and sign in to the Instagram account once.Ads can technically run from a Page without Instagram, but Reels placements need the Instagram account. Linking it now saves a confusing error at launch time.
   1. Business settings
   2. Accounts
   3. Pages
6. 6Handle business verification if Meta asksIn Business settings, look for the Security Center. If it shows business verification as required or started, complete it: legal business name, address, a document like a registration certificate, and a phone or domain confirmation. Meta usually reviews within a few business days.You can often connect and read numbers without verification, but Meta gates higher spend and some features behind it, and an unverified business is the usual suspect when launches get rejected. Do it once, early.
   1. Business settings
   2. Security Center
7. 7Connect in SiteOpsIn your SiteOps dashboard, go to Settings and find Meta Ads under Ads. Press Connect. A Facebook window opens — Meta's own sign-in, SiteOps never sees your password. Sign in with the profile from step one, the one with full control of the business.
   1. Settings
   2. Ads
   3. Meta Ads
8. 8Approve the permissions and pick the ad accountThe Facebook window lists what SiteOps asks for: reading your ads and their results, and managing campaigns — the second part is what lets you launch Reels from SiteOps. Approve, and when Meta asks which business assets to allow, include the ad account and the Page. Back in SiteOps, pick the ad account by the ID you noted in step three.

   SiteOpsConnect Metano password asked here

   you're sent to Meta

   Meta askswith the profile holding full control of the business

   • read ads and their results
   • manage campaigns

   Continue

   a token comes back

   SiteOpsConnectedaccess token••••••••••••••••revocable on Meta, anytime

   If the list of ad accounts is empty, the profile you signed in with does not have full control of the business that owns them. Go back to step two rather than retrying the sign-in.

9. 9Check the audience mappingOpen your project's audience in SiteOps — the age range, countries and languages you set for the project. These become the Meta targeting for every campaign you launch from SiteOps, and you can override them per campaign before launch. Take a minute to confirm they describe your real buyers, not everyone.Meta charges you for every person it shows ads to. A too-wide audience here quietly raises your cost per customer on every future launch.
10. 10Watch the first numbers arriveOpen the Ads view. Spend, clicks and conversions for your Meta campaigns should fill in within a few minutes, with history for the period you pick. From here you can attach auto-rules to a specific campaign — open that campaign and turn rules on there; nothing applies to campaigns you did not choose. That is the whole setup.Meta finalises results with some delay, so today's numbers can shift for up to a day or two. Compare finished days when judging a campaign.