How to Add Crimson Social to Manage Your Meta Ads

Setting up your Meta Account is quick and easy. 

  • If you don’t have a Meta Business Portfolio, go here
  • If you have a Meta Business Portfolio but don’t have an ad account (haven’t run ads before), go here
  • If you have an ad account, go here

How to Create a Meta Business Portfolio

1. Create your Business Portfolio

log in
  • Click Create a Business Portfolio
create portfolio

 

  • Add info:

    • Business name
    • Your name
    • Business email
add info
  • Confirm your email if prompted

This Business Portfolio is where your ad account and Instagram account live.

 

2. Add your Instagram account 

Instagram must be added for ads to run.

  • In the left menu, go to Settings
  • Click Instagram accounts
  • Click Add
  • Log in to Instagram and confirm
add instagram

If you do not see the Instagram account, you are not an admin of it.

How to Create an Ad Account

1. Create a new Ad Account

  • In Settings, click Ad Accounts
add ad account
  • Click Add
  • Select Create a new ad account
create new account
    • Ad account name (for example: “Smith Estate Agents – Ads”)
    • Time zone
    • Currency

⚠️ These settings cannot be changed later.

add account details

2. Add a payment method

  • On the left hand side click on Settings
  • Go to Billing & payments
billing
  • Add your card details

Ads cannot run without this step.

How to Add Crimson Social as your agency partner

This is what allows Crimson Social to manage your Instagram ads.

1. Go to Partners

  • In Settings
  • Click Users
  • Click Partners
  • Click Add
  • Select Give a partner access to your assets
add partner

2. Enter Crimson Social’s Business Portfolio ID

Paste the ID below and click Next:

2713237145513757

add partner id

3. Assign access 

Select the following and grant Full Control (this allows us to manage the account on your behalf):

✅ Ad Account

✅ Instagram account

add permissions

4. Confirm and save

  • Review selections
  • Click Save / Confirm

Crimson Social will now appear under Partners and can begin managing campaigns.

That’s it! If you are struggling with any of the steps, please send an email to info@crimsonsocial.co.uk and we will help you as soon as we can.