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Building a Strong Subscriber Base: Best Practices for E-commerce Businesses

In today’s digital age, having a strong subscriber base is essential for the success of any e-commerce business. Subscribers are not just customers; they are loyal fans who have given their permission to receive updates, promotions, and exclusive content from your brand. In this article, we will explore some best practices to help you get subscribers and build a robust subscriber base for your e-commerce business.

Create Compelling Opt-In Offers

To get subscribers, you need to offer something of value in exchange for their email addresses. This is where opt-in offers come into play. An opt-in offer is an incentive or content piece that entices visitors to subscribe to your email list. It can be anything from a discount code or free shipping on their first purchase to an exclusive e-book or access to members-only content.

When creating an opt-in offer, make sure it aligns with your target audience’s interests and needs. Conduct market research to understand what your potential customers are looking for and develop an offer that solves their problems or provides valuable information. The more compelling and relevant your opt-in offer is, the higher the chances of visitors subscribing to your list.

Optimize Your Website for Opt-Ins

To maximize the number of subscribers you get from your website visitors, it’s crucial to optimize your website for opt-ins. Start by strategically placing subscription forms on high-traffic pages such as the homepage, product pages, and blog posts.

Consider using pop-up forms that appear after a certain amount of time or when visitors display exit intent. These tactics can grab attention and encourage users to subscribe before leaving your site.

Additionally, make sure your subscription forms are simple and easy to fill out. Ask for minimal information such as name and email address; lengthy forms can deter potential subscribers. You can always collect additional details later through personalized emails or preference centers.

Offer Exclusive Content and Personalization

People are more likely to subscribe if they know they will receive exclusive content or personalized offers. Consider creating a content strategy that includes regular newsletters, blog posts, or videos specifically tailored for your subscribers.

Exclusive content can be in the form of industry insights, expert tips, product sneak peeks, or behind-the-scenes access. The key is to provide value and make your subscribers feel special and appreciated.

Personalization is another powerful tool to engage your subscribers. Use the data you collect from their interactions with your brand to segment your email list and send targeted messages based on their preferences, behavior, or demographics. Personalized emails have been proven to increase open rates and conversions.

Leverage Social Media and Influencers

Social media platforms are excellent channels for promoting your opt-in offers and reaching a wider audience. Share links to your opt-in landing pages on platforms where your target audience hangs out most frequently.

Consider partnering with influencers in your industry who have a significant following and engage with their audience authentically. Collaborating with influencers can help you tap into their subscriber base and gain exposure to potential customers who may be interested in what you have to offer.

Remember to track the performance of your social media campaigns using analytics tools like Google Analytics or social media platform insights. This will help you identify which channels and strategies are bringing in the most subscribers so you can optimize your efforts accordingly.

In conclusion, building a strong subscriber base is crucial for the success of any e-commerce business. By creating compelling opt-in offers, optimizing your website for opt-ins, offering exclusive content and personalization, as well as leveraging social media and influencers, you can attract more subscribers and establish long-lasting relationships with them. Remember that quality trumps quantity; focus on attracting engaged subscribers who are genuinely interested in what you have to offer rather than simply accumulating a large but uninterested list.

This text was generated using a large language model, and select text has been reviewed and moderated for purposes such as readability.

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How to Set Up Facebook Commerce Manager Successfully

Written by Erica Pollock

Published Jul. 20 2023 · 9 min read

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What Is Facebook Commerce Manager?

Facebook Commerce Manager is a powerful tool that streamlines your online selling activities on Facebook and Instagram. It offers a centralized platform to manage product catalogs, set up shops, monitor sales activity, and enable checkout.

Whether you run a small shop or work with an e-commerce partner to manage your inventory, Commerce Manager can help you streamline your e-commerce processes and improve your ability to reach and engage with customers on Instagram and Facebook.

In this article, we will explore the benefits of Commerce Manager , address common FAQs, and highlight what to avoid for a smooth and successful experience selling on Instagram.

Why Use Commerce Manager for Instagram?

Instagram, being a visually driven platform, presents a unique opportunity for businesses to showcase and sell their products by transforming your Instagram posts and stories into shoppable content. By tagging products within your organic posts, you can turn them into interactive shopping experiences, making it easier for users to explore and purchase your products.

Here are some of the other advantages of using Commerce Manager for Instagram:

Customization and branding

Commerce Manager allows you to customize the appearance and branding of your storefront on Facebook and Instagram. You can create a visually appealing and consistent shopping experience that aligns with your brand identity. Customization options include choosing cover images, selecting featured products, and arranging product categories.

Collaboration and team management

If you have a team responsible for managing your commerce activities, Commerce Manager allows you to assign different roles and permissions to team members. You can collaborate effectively, delegate tasks, and maintain control over access to sensitive information.

Explore shopping

Commerce Manager also allows your products to be featured in the Explore tab on Instagram. This gives your products additional visibility to a wider audience, increasing the chances of discovery and engagement.

Instagram Ads integration

Commerce Manager is of course integrated with Instagram Ads, which allows you to create and manage targeted advertising campaigns that showcase your products to relevant audiences. You can use the audience target options and creative ad formats to drive awareness, engagement, and sales.

Insights into customer journey

When selling on Instagram, Commerce Manager provides insights into the customer journey from discovery to purchase. You can track how customers interact with your products, identify which touchpoints drive conversions, and optimize your marketing strategies accordingly. Understanding the customer journey helps you refine your targeting, messaging, and product offerings for better results

Using Commerce Manager for Instagram provides businesses with a comprehensive suite of tools and features to leverage the platform’s visual nature and engaged user base. By utilizing these capabilities, you can enhance your brand’s presence, increase sales, and connect with a highly active audience on Instagram.

But here’s the best part: Once you have Commerce Manager set up, you can take advantage of tagging products in your reels, posts, and carousels, directly from Agorapulse.

Before Setting Up Commerce Manager

You need to do a couple of things before starting the setup of Commerce Manager. Completing these tasks will help to ensure you don’t run into any issues when you are creating your Commerce Manager account.

Here’s what you need to do first:

Check your eligibility

The first and most important thing to check is if your business is eligible for Instagram Shopping. Meta has specific requirements that must be met for you to use the shopping feature.

Some of the requirements include:

• You must operate in a supported market . You can view the supported markets on the Meta website.
• Your Facebook Page or Instagram professional account must contain product listings that are available for direct purchase from your website.
• You must sell physical products (not digital content or subscriptions).
• Your Facebook account and Page or Instagram professional account must have demonstrated trustworthiness, including through an authentic, established presence. This may also include maintaining a sufficient follower base. (Unfortunately they don’t actually tell you what a “sufficient” follower base means.
• You must comply with the Instagram community guidelines. These guidelines include things like, follow the law, don’t post photos or content you don’t have the rights to, and be respectful of other users.

These are just some of the requirements for using Instagram Shopping, you can read the full policy on the Meta Business Support website.

Link your Instagram account to your Facebook page

Once you meet the requirements to sell on Instagram, you need to link your Instagram account to a Facebook page that you manage. This connection is necessary to access the Commerce Manager.

Please note that if you are using a personal Instagram account, you will need to convert it to a Business account before you will be able to connect to your Facebook page. In your Instagram profile settings, select “Business” and follow the prompts to connect to your Facebook Page.

Create a Facebook Business Manager Account

Finally, if you haven’t done so already, you will need to create a Facebook Business Manager account. You can create a Facebook Business Manager account at business.facebook.com. This will serve as the central hub for managing your business assets, including Commerce Manager. Once you are done that, you are ready to start setting up your Commerce Manager.

How to Set Up Commerce Manager

Now that you’ve completed the prerequisites, let’s walk through the step-by-step setup process for Commerce Manager.

1. Navigate to Commerce Manager

Visit business.facebook.com and locate the Commerce Manager section. If you don’t see it immediately, click  on the “More Tools” dropdown menu on the left side to find it. This will lead you to the main interface where you can begin setting up Commerce Manager.

2. Create your first catalog

Within Commerce Manager, navigate to the “Catalogs” tab and select “Create Catalog.” Follow the prompts to set up your product catalog, which will serve as the central repository for all the items you wish to sell on Instagram. You can organize your products into different categories, add descriptions, images, and other relevant details.

3. Add products to your catalog

Once your catalog is created, you can start adding products to it. Click on your catalog in Commerce Manager, then select the “Add Items” button. From here, you have the option to manually enter the product details or import them from an existing data source such as a spreadsheet or a data feed. Take care to provide accurate and appealing information to attract potential customers.

4. Configure commerce settings

In Commerce Manager, click on the “Settings” tab and configure your business details. This includes setting up shipping options, defining accepted payment methods, and establishing clear return policies. It’s important to ensure that your business complies with Instagram’s commerce policies to maintain a smooth selling experience and positive customer satisfaction.

5. Submit your account for review

Once you have configured your settings, head to the “Account” tab in Commerce Manager and click on “Submit Account for Review.” This step is crucial to enable Instagram Shopping on your account. During the review process, Instagram will assess your eligibility and compliance with their guidelines. You may be required to provide additional information about your business and ensure that you meet all the necessary criteria.

6. Review and launch

After submitting your account for review, the process may take several days to complete. You’ll receive a notification regarding the status of your application. If your account is approved, you’ll be able to enable shopping features on your Instagram posts and stories, making it easier for your followers to discover and purchase your products directly from the app.

It’s important to note that throughout the setup process and when managing your shopping features, it is essential to carefully review Instagram’s commerce policies and guidelines to ensure ongoing compliance.

Tips for Using Facebook Commerce Manager

Optimize product descriptions and images.

Craft compelling and accurate descriptions for your products, highlighting their unique features and benefits. Use high-quality images that showcase your products in the best possible light to attract potential customers.

Keep your inventory updated

This prevents customers from purchasing items that are out of stock and you from having to cancel orders. Canceled orders may result in bad customer reviews. Learn more about inventory management.

Respond to customer inquiries

Actively respond to comments, direct messages, and inquiries from your customers – ideally within 2 business days. Promptly addressing their concerns and providing helpful information will foster positive customer relationships.

Analyze performance

Regularly review the analytics provided by Commerce Manager to gain insights into your sales performance, popular products, and customer behavior. This data can help you make informed decisions to optimize your selling strategy.

What to Avoid When Using Facebook Commerce Manager

Neglecting customer engagement.

Ignoring or neglecting customer engagement can lead to a negative impression of your brand and a loss of potential sales. It can also result in your Account Health decreasing, and this may cause you to lose access to certain selling features until it improves.

Inaccurate product information

Ensure that your product descriptions, prices, and availability are accurate and up to date. Misleading or incorrect information can result in customer dissatisfaction and damage your brand reputation.

Violating Instagram’s commerce policies

Familiarize yourself with Instagram’s commerce policies and guidelines and ensure compliance throughout the setup process and when managing your shopping features. Failure to comply may result in penalties or the suspension of your Instagram shop.

Unlock Instagram Shop Success With Agorapulse

With Commerce Manager, you have a powerful tool at your disposal to streamline your online selling activities on Facebook and Instagram. By following the setup process, implementing the provided tips for success, and avoiding common mistakes, you’ll unlock the potential of Instagram Shopping.

And now that you’re equipped with Commerce Manager, take advantage of the new product tagging feature in Agorapulse to enhance your online selling experience, boost conversions, and drive business growth.

Sounds pretty good right? If you want to learn more about how to get started tagging products in Agorapulse, we’ve got a handy step-by-step guide available to help you through the process.

And if you don’t have Agorapulse yet, well, you’re missing out. Get in on the product-tagging action by checking out a free demo with our team today.

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Facebook Commerce Manager is a service that allows you to manage your selling activity and promote your products on the world's largest social media platform. With more than 2 billion active monthly users, Facebook is ideal for any business to grow its customer base and generate revenue.

It's no secret that social media has taken over the world as one of the most popular ways to communicate with others in our generation. And if you are still unaware of how to use Facebook Commerce Manager to your leverage– we got you! This blog post will cover the basics of Facebook Commerce Manager, including how it works, what tools are available, and what benefits come with using this service.

What is Facebook Commerce Manager

Facebook Commerce Manager is a tool that helps you manage your selling activity across Facebook and Instagram. This feature lets sellers easily set up their Facebook shops, manage product catalogs, view sales insight, and enable checkout services for eligible businesses.

Furthermore, Facebook Commerce Managers are not just available for prominent business owners. Even small shops and resellers can set up this tool to help them manage and grow their business effectively. We list down key features that small business owners can utilize to get a competitive edge against their competitors:

4 Key Features of Facebook Commerce Manager

Facebook Commerce Manager helps you sell your products on Facebook and Instagram effectively. It provides various features that you can utilize to find and reach potential customers and promote your products. You can also see what your competitors are doing, track marketing performance, and make more money with fewer work hours. The following is an overview of how its features work:

Create and Manage Product Catalogs

A product catalog holds the inventory information you want to sell or advertise across Facebook and Instagram. The commerce manager lets you create and categorize catalogs for different types of ads and sales channels to promote your items, manage them easily, build audiences, and increase their visibility.

How to Create a Catalog

Before creating a catalog, you must first set up your business account or a business page if you don't have one yet. Creating a business manager account helps assign permission to your people or partners to work in your catalog. Here is a step by step guide on how to create a catalog:

• Go to Commerce Manager and Select "Create a Catalog."
• Click “Get Started”
• Select the type of inventory you want to advertise or sell, then click "Next."
• Select Upload Product Info - For products you want to add in Commerce Manager by yourself.
• Select Connect a Partner Platform - If you host items to other partner platforms integrated with Facebook. Select the platform and follow the link to its website to set up, connect, and import items to Facebook.
• Select the Business Manager Account to which your catalog belongs.
• Enter a name for your catalog to identify it quickly.
• Click "Create" to complete the catalog you've set up.

Now that you've successfully created a catalog. Here are some of its advantages that can be beneficial in growing your business:

Advantages of Using Catalogs:

• Increase Product Discoverability - Catalogs let you manage and add information about your items. You can enter relevant keywords on its titles, images, description, variations, etc., to connect to more potential customers looking for a specific item or brand.
• Upload in Bulk - The product catalog also lets you upload products in bulk instead of uploading them one by one to help you save more time.
• Feature Products - You can create sets used for ads or collections used for shops to highlight items or categories to your customers.
• Manage Permissions - You may easily manage and assign people or partners to work on your catalog.
• Select Country and Language Information - Choose country and language information so customers can see correct item information and prices in their country or language when setting your ads or shops.

You may also use one catalog for all your items instead of creating multiple catalogs for each category. This way, you can easily manage and track your product performance more efficiently.

Set up Facebook and Instagram Shops

Facebook shops are a mobile-first shopping experience where people who visit your account can browse for your products, make purchases, and get to know more about your brand by checking reviews. Facebook made it easy for businesses to set up an online store on Facebook and Instagram without paying any listing or subscription fee.

Facebook shops let you feature items from your business, tell your brand story with customizable fonts and colors, or promote your brands through ads. You can also set up easy checkouts for your buyers.

How to Enable Checkouts

There are three ways to enable check out on Facebook shops:

• Checkout on your business website
• Checkout on Facebook and Instagram (Applicable in the US only)
• Checkout through Messaging.

How to Set a Shop

Before setting up a shop for your Facebook and Instagram, you must first have a Facebook business page or catalog. Make sure you are an admin on the account so you can manage permissions and assign people to work on your page and catalog.

To build audiences on Instagram, you must first have an Instagram business account. For easy integration, the Instagram business account must be connected to your Meta Business Manager. If you only want to sell on Instagram, you don't need to set up a Facebook business page to create an Instagram shop.

Here is a step by step guide on how to create shops in Commerce Manager:

If you are already selling on other partner platforms, you can create a shop by importing and syncing your products. Select "Sync" on the right-hand side and follow the link to complete the setup.

• Choose one from the three checkout methods, then select "Next."
• If you also want to sell using your Facebook business page, choose your Page or create one if you still don't have one. You can skip this step if you only want to set up Instagram Shops.
• Click your Instagram business account to sell on Instagram, then click "Next."
• Select your Meta Business Manager account, then click "Next."
• Choose the catalog you want to use and click "Next."
• Review your shop details and agree to the Seller Agreement.
• Click "Finish Setup" to create your shop.

After setting up your shop, here are other things you need to consider:

• Add products to your catalog to start selling
• Highlight and group the products you want to feature in your shop by creating a collection.
• Customize the look of your shop to represent the brand better.
• Share your shop. After your shop has been reviewed and approved, your visitors can start browsing and make purchases.

The Shop Pay by Shopify will automatically be turned on once you set up a shop with checkout. If you don't want your customers to pay using this method, you can turn it off at any time.

Create Collections

Collections are the products or categories you want to highlight in your shops that customers can easily see when visiting your shop. You can easily set up collections in the Commerce Manager and customize them with a name, optional description, cover image, and two or more products.

Before you can start creating a collection, you'll need to set up a shop first. If you already have one, here’s a guide on how you can create a collection for your Facebook or Instagram shop:

How to Create a Collection on Facebook Shops

• Go to Commerce Manager and choose your shop.
• Select "Edit" then click "+ Add New"
• Select “Collection.”
• Select "Create New Collection."
• Click “Confirm”
• Provide a name to your new collection and select the items you want to add.
• Click the arrow to add variants like color or size.
• Select "Confirm" to save changes.
• Image: Make sure to include at least one product from your collection at a 4:3 ratio with an 800 x 600-pixel size minimum.
• Collection Name: The collection name can have up to 30 characters, including emojis.
• Title: You may add title and subtitle up to 30 characters, including emojis.
• Review the information you provided and click "Publish."

How to Create a Collection on Instagram Shops

Sellers who intend to only sell on Instagram still need to create the collection in the Commerce Manager. Here is a step by step guide on how to add a collection for your Instagram shops:

• Go to your Instagram account
• Click "Edit Shop"
• Select "Collections," then click "Add."
• Select the collection you like to publish on your Instagram shop
• Click "Done" to save.

New collections are being reviewed to ensure the product and information compliance with the Commerce policies. Reviews are usually completed within 24 hours, and customers can start seeing your collection.

In case you want to unpublish a collection from your Instagram shop. Simply go to Edit Shop > Collections > Select the collection > Hide. You may re-publish your hidden collection at any time.

Seller insights and Discovery Report

Commerce Manager lets you discover relevant information about your audience, such as their demographics, locations, and how they found your shop. The seller insights allow you better understand your audience to improve your promotions and connect with more potential customers.

Here are some things you can find at the seller insights:

• Funnel Conversion Insights - Sellers can explore product performance and conversion rates by-products and variants. In this tab, sellers can also see breakdowns by content type and publishers to see which content resonates the most with their audience.
• Monitoring Sales and Orders - In this section, you can easily track your sales and orders from the date range you specify. Comparison percentiles are also being provided in the overview and performance reports.
• Overview Product Performance - In this section, you can see which products in your catalog are performing well. You can check your product performance in the Catalog report, including how many views it gets, the quantity sold, or how many added them to their wishlists.
• Learn about your shop visitors - In this section, you can learn more about your audience, including their demographics, how they found your shop, or their location in the Audience and Discovery reports.

The discovery report is only applicable for on-Facebook properties like Facebook and Instagram.

Win More Customers

Getting yourself familiarized with how Facebook Commerce Manager works and how to utilize its features is essential in winning your customers. The competition in the eCommerce platform is challenging. So, if you want to get ahead of your competitors and win more customers, you must learn innovative ways to connect with them effectively.

Aside from selling on Facebook Marketplace, cross-listing to other platforms can help you sell your items faster, get more views, and make more sales. And one practical tool to help you to do this and more is through OneShop.

OneShop lets sellers seamlessly cross-list or cross-post products to Poshmark, Mercari, and other marketplaces soon. It provides sellers a competitive edge to market across multiple platforms and automatically de-lists when you sell. So you don't have to worry about selling a single listing on several platforms.

The OneShop app community also helps provide tips and tricks to help you sell across various platforms to help your business grow and win more customers. Improve how you work, and give more time to do things you love without worrying about your business! Try it yourself. Sign up today and avail our 7 -day free trial to experience the advantages it gives to your business.

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• WAF and Network Traffic Logs
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• View Coupon Redemptions for B2C Commerce
• XML File Generation from Within B2C Commerce
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• View A/B Testing for B2C Commerce Results
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• URL Rules URL Syntax
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• Text Relevance
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• With a Combination of Products Promotion in B2C Commerce
• Storefront Toolkit Tools
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• Using Job Steps
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• Supported Data Types for Search and Sorting Rules
• Using WAF for the First Time
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• Use Search Analytics
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• URL Evaluation and Resolution
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• Use 2FA on All Privileged Accounts
• Target a Page Designer Component for a Campaign or Promotion
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• Statement Descriptor Settings for B2C Commerce
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• Update Orders
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• Search Term Completion
• View Real-Time Performance Dashboard
• Search Suggestions
• View Job History
• Set Protection Flags and Assign Passwords
• Slot Configurations in B2C Commerce
• Substituting Reserved and Special URL Characters
• Variation Attribute Values
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• URL Evaluation and Resolution for Legacy Search-Friendly URLs
• User Authentication for B2C Commerce
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• Technical OCAPI Dashboard
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• Start Log Center
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• Image Variants
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• Warning Messages
• Visit Tracking
• Upload an Image to the File Browser Window
• Verify Site Ownership for Google in B2C Commerce
• Transferring Files to an Instance in B2C Commerce
• Use a Positive Security Model
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• Use a Source Code to Show a Page and Select a Price Book for B2C...
• Tag Promotions in B2C Commerce
• JSON Log Output
• User Authorization in B2C Commerce
• Preview a Site Using the Site Preview Tool in B2C Commerce
• Log Field Information for B2C Commerce
• Value Calculation for Active Data
• Variation Product Display
• Variation Group Pricing, Inventory, and Promotions
• Using Dynamic Customer Groups for Active Merchandising in B2C Commerce
• Call a Pipeline Start Node with a Source Code from a URL for B2C...
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• Open the Search Information Tool in B2C Commerce
• Sitemap Image URLs for Customer CDN
• Storefront Toolkit Tips and Limitations
• Set Instance Status for B2C Commerce
• Specify Source Code Site Preferences
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• Configure Category Position
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• Sitemaps in B2C Commerce
• Specify Category Assignment Attributes
• SEO Best Practices for B2C Commerce
• User Authentication and Authorization in B2C Commerce
• Common Error Messages
• Site Preferences in B2C Commerce
• Store Information Import/Export in B2C Commerce
• Set Sitemap Attributes in B2C Commerce
• Set the Locale for Page Designer Visual Editor
• Search Engine Optimization (SEO) for B2C Commerce
• Promotions Dashboard
• Use the URL Archive Tab
• Use the URL Request Analyzer
• Upgrade from SEO Support to URL Rules
• Troubleshoot Search Results
• Updating Indexes
• Trailhead Resources
• URL Redirect Processing and Examples for B2C Commerce
• Traffic Dashboard
• URL Generation and Conflict Resolution for B2C Commerce
• Track Changes: Shipping Orders, Invoices, or Returns
• Promotion Data Subject Areas
• Security Best Practices for Developers in B2C Commerce
• Product Options
• How Customers Qualify for Promotions for B2C Commerce
• Product Details Dashboard
• Promotions and Taxation for B2C Commerce Promotions
• Remove a Stripe Account Association from B2C Commerce
• Rule Field Values in Commerce Cloud Einstein
• Examine Search Results Using the Search Information Tool in B2C...
• Security Settings for B2C Commerce
• Setting Up Active Data for Testing
• Searchandising
• Shopper Authentication in B2C Commerce
• Search for Products in Grid View
• Understanding VAT Implications
• Troubleshooting the Slot Configuration Displayed for a Slot in B2C...
• Undo a Data Replication Process in B2C Commerce
• Undo a Code Replication Process in B2C Commerce
• Time to Out of Stock
• Tiered Discounts in B2C Commerce
• Tax Table Object Import/Export in B2C Commerce
• Tax Class ID Attributes in B2C Commerce
• Shipping Method Object Import/Export in B2C Commerce
• Sorting Rule Import/Export in B2C Commerce
• Sitemap Output in B2C Commerce
• SEO Support URL Syntax
• Search Refinement for B2C Commerce
• Storefront Toolkit
• Shared Responsibility Model
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• Schedule Categories for B2C Commerce
• Review a Product in the Commerce Cloud Einstein Insights Dashboard
• Schedule a Category for B2C Commerce
• Revert Users from Unified Authentication
• Replication in B2C Commerce
• SiteGenesis Page Samples for Salesforce Payments
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• Salesforce Payments B2C Commerce Storefront Settings
• Promotion Proration Logic
• Technical Dashboard
• Taxation (Net and Gross) Impact on Subscription Fees
• Configure Promotions with Multiple Qualifiers for B2C Commerce
• Customer Groups as Promotion Qualifiers for B2C Commerce
• Stemming Exceptions
• SiteGenesis Server-Side Scripts
• Search and Navigation for B2C Commerce
• Prevent Ecommerce Fraud
• Product List Object Import/Export in B2C Commerce
• Redeem Multiple Coupons in the Same B2C Commerce Order
• Pricing and Price Books in B2C Commerce
• Rule Fields in Commerce Cloud Einstein
• Predictive Sort
• Robots.txt Files for B2C Commerce
• Organize Page Designer Pages in Folders
• PPC Keywords for Landing Pages
• Payment Card Capture Timing for B2C Commerce
• Set up Salesforce Payments for B2C Commerce
• Promotion Conversions Dashboard
• Product Sets
• Notify Search Engines About Your B2C Commerce Sitemap
• Product Shipping Discounts in B2C Commerce
• Order Preferences for B2C Commerce
• Qualifying and Discounted Products in B2C Commerce
• Network Access Restrictions in B2C Commerce
• Product Attributes
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• Preview an A/B Test in B2C Commerce
• Orders in B2C Commerce
• Page Meta Tags for B2C Commerce
• Static Mappings for B2C Commerce
• Salesforce Payments for B2C Commerce
• Migration to Unified Authentication Via Account Manager
• SiteGenesis Forms Modifications for Salesforce Payments
• Locking System Resources during Job Execution
• Site Time Zone for B2C Commerce
• Storefront Network Access in B2C Commerce
• Set the Customer Statement Descriptor for B2C Commerce
• Source Code Object Import/Export in B2C Commerce
• Show Orderable Products Only
• Search Refinement Definitions for B2C Commerce
• Set Up User Access
• Search Object Import and Export in B2C Commerce
• Storefront Login Redirects
• Source Codes as Promotion Qualifiers for B2C Commerce
• Search Refinement Buckets
• SiteMap Pipeline and SendGoogleSiteMap Pipelet
• Save a Search Rule
• Search Checklist for B2C Commerce
• Product Bundles
• Site Import/Export in B2C Commerce
• Reading Data Replication Logs in B2C Commerce
• Search by ID
• Managing Variation Groups
• Retrieve Customer Data Snapshots in B2C Commerce
• On-Site Search Top Search Dashboard
• Onboard Your PayPal Merchant Account for B2C Commerce
• Set Search Preferences
• Multi-Currency Sites in B2C Commerce
• Multi-Select Attribute Search Refinements
• Source Code Example for B2C Commerce
• Renew a Certificate for B2C Commerce
• Source Code Best Practices for B2C Commerce
• Identify Content to Edit with the Content Information Tool
• Identify Templates, Controllers, and Pipelines with the Page...
• Run a Job Manually
• Examine Server Calls Using the Request Log in B2C Commerce
• Promotions Detail Dashboard
• Get Cache Status Using the Cache Information Tool in B2C Commerce
• Services in B2C Commerce
• Set Product List Attributes
• Commerce Cloud Einstein Recommender Rules
• Set Privacy Preferences for B2C Commerce
• Promotions Dashboard Metric Definitions
• Security Best Practices for Administrators in B2C Commerce
• Modify the Log Center Display
• Run a GMV Report
• Secure Storage in B2C Commerce
• Recommended Keyword Rule Sorting Order
• Search Results for B2C Commerce
• Recommendations in B2C Commerce
• Shopper Journey Dashboard
• B2C Commerce Promotion Troubleshooting
• Get a Slack Token for B2C Commerce
• Permissions, Users, and Roles in B2C Commerce
• Pause an A/B Test in B2C Commerce
• Multi-Anchor Commerce Cloud Einstein Product Recommendations
• Search Conversion Dashboard
• Omnichannel Inventory Location Graph Changes
• Special Cases of Explicit Recommendations
• Set Up Express and Multi-Step Checkout for B2C Commerce
• Perform a Simple Product Search
• Restriction of Processing: Restrict How to Process Personal Data in...
• Search Data Subject Areas
• Search Results Window in the Search Information Tool in B2C Commerce
• Run Queries on the Product Index
• Sales and Product Data Subject Areas
• Schedule Object Import/Export in B2C Commerce
• Recovery and Rollback in B2C Commerce
• Reports & Dashboards: Real-Time Performance
• Promotion and Campaign Object Import and Export in B2C Commerce
• Promotion Schedules in B2C Commerce
• Promotion Restrictions to Identical Products
• Commerce Cloud Einstein Recommenders and Available Strategies
• Register an Apple Pay Domain for B2C Commerce
• Products Lists in B2C Commerce
• B2C Commerce Promotion Priority Rules
• B2C Commerce Promotion Considerations
• Replication Processes in B2C Commerce
• Site Integration Meta Tag Rules for B2C Commerce
• Stop an A/B Test in B2C Commerce
• Sorting Rule for B2C Commerce
• SKU Coverage
• SiteGenesis Templates Modifications for Salesforce Payments
• SiteGenesis Templates, Forms, and CSS for Salesforce Payments
• Set the Tax Class Attribute Value
• Simple Search
• Secure Logging in B2C Commerce
• Set Category Attributes for B2C Commerce
• Site Brand and Billing Entity in B2C Commerce
• Commerce Cloud Einstein Recommenders
• Post-Migration Tasks for B2C Commerce
• Playbooks and Additional Resources
• Scheduling Instance Backups in B2C Commerce
• Reports & Dashboard FAQ
• Open Redirect Attacks in B2C Commerce
• Searchandising - Availability Ranking
• Search Dictionaries for B2C Commerce
• Create Orders Automatically Using Stored Payment Methods
• Site-Specific Content in B2C Commerce
• Salesforce Payments on SiteGenesis
• Rule Actions in Commerce Cloud Einstein
• Salesforce Payments Settings for B2C Commerce
• Security Managed by Customer
• Set a Category Alternative URL for B2C Commerce
• Search Indexes for B2C Commerce
• Security Managed by Salesforce
• SEO Extensions for B2C Commerce
• Search and Navigation Reporting
• Scripts and Pipelets for Import and Export in B2C Commerce
• Removing Outdated Objects in B2C Commerce
• Salesforce Payment Platforms and Services for B2C Commerce
• Promotions Source Code Dashboard
• Remove Unreferenced Content Slots in B2C Commerce
• Reports & Dashboards CSV File Reference
• Reports & Dashboards
• Salesforce Payments Platform Configuration for B2C Commerce
• Products in B2C Commerce
• Product Search Model Window in the Search Information Tool in B2C...
• Product Search and Navigation in Business Manager
• Qualify or Disqualify Promotions Based on Active Price Book
• Products Dashboard
• Set the Dashboard Filters
• Promotions Import and Export in B2C Commerce
• Promotion Processing for B2C Commerce
• Create and Apply Rules in Commerce Cloud Einstein
• Product Variations
• Search for Customers in B2C Commerce
• Product Recommendations
• Product Types and Variations in B2C Commerce
• Commerce Cloud Einstein Recommender Strategies
• On Order Inventory
• Minimize the Attack Surface
• Price Lookup Example for B2C Commerce
• Resubmit Orders to Order Management
• Page Meta Tag Rules for B2C Commerce
• Manage Sequence Numbers in B2C Commerce
• Manage Site Taxes in B2C Commerce
• Personalized Merchandising
• Override Generated SEO URLs
• Modify Category Display Order for B2C Commerce
• Onboard Your Stripe Merchant Account for B2C Commerce
• Modify a Job Parameter
• Read-Only Price Books in B2C Commerce
• Secure Communications in B2C Commerce
• Price Book Object Import/Export in B2C Commerce
• Sales Dashboard
• Promotion Discounts in B2C Commerce
• Preview Global, Category, and Folder Slots in Storefront in B2C...
• Payment Processor Information Import and Export in B2C Commerce
• Configure a Commerce Cloud Einstein Recommender for Product...
• Product Grid View
• Order Object Import and Export in B2C Commerce
• SiteGenesis Models and Views
• B2C Commerce Promotion Compatibility
• Search Redirects
• Prorating Promotions
• Preview Page Meta Tags for B2C Commerce
• Preview Recommender Output in Commerce Cloud Einstein
• Peer-To-Peer Trust for B2C Commerce
• B2C Commerce Promotion Best Practices
• Preview Products in the Storefront
• Order Origination Attributes
• PayPal Funds Disbursement
• Omnichannel Inventory Integration Setup and Configuration
• Omnichannel Inventory Data Synchronization
• Preview Page Designer Pages
• Commerce Cloud Einstein Recommender Types
• Null Values in Sorting Rules
• Optimize Code for Multiple Anchor Recommendations in Commerce Cloud...
• Monitor the Commerce Cloud Einstein Status Dashboard
• Page Designer Resources
• Preview Future Prices with Toolkit in B2C Commerce
• Mark a Site as Live in B2C Commerce
• Meta Tag Rules for B2C Commerce
• Manually Run Import/Export in B2C Commerce
• Order Promotions in B2C Commerce
• Concepts and Terminology
• Job Flow Scope
• Log Center Search
• Using Venmo with PayPal for B2C Commerce
• Manage Payment Methods in B2C Commerce
• Set Instance Time Zone in B2C Commerce
• Manage Orders in B2C Commerce
• Remove a PayPal Account Association from B2C Commerce
• Meta Tag Syntax for B2C Commerce
• Manually Migrate Users to Unified Authentication
• Centralized Log Center
• Managing Stale Data
• Price from Price Book Promotions in B2C Commerce
• Link Salesforce Payments for B2C Commerce with Salesforce Order...
• Managing Sites in Business Manager
• Pipelets for Import and Export in B2C Commerce
• Price Books for Developers in B2C Commerce
• Where to Place Commerce Cloud Einstein Product Recommendations
• Page Cache and Replication in B2C Commerce
• Manage System-Generated Codes for B2C Commerce
• Mask a Gift Certificate Code
• Upload and Manage Files in the Content Library for Page Designer
• Monitor Job Statistics
• OCAPI Client Authentication and Authorization in B2C Commerce
• Maximum Application for B2C Commerce Promotions
• Managing A/B Tests for B2C Commerce
• Overview of the Import/Export Process in B2C Commerce
• Manage Shipping Methods in B2C Commerce
• Promotion Refinement Code Changes
• Preview Content in B2C Commerce
• Managing Jobs
• Manage Catalogs
• Define Your Organization Profile
• Install the Recommendation Validator for Commerce Cloud Einstein
• Index Creation
• Managing Product Options, Product Bundles, and Product Sets
• Importing Data into and Exporting Data from a B2C Commerce Instance...
• Manage Search Dictionaries
• Page Designer Visual Editor Tips
• Import and Export Transaction Handling and Feed Size in B2C Commerce
• Manage and Create Slot Configurations in B2C Commerce
• How Sorting Rules Work
• Import/Export Site-Specific Attributes in B2C Commerce
• Modify Product Display Order in Grid View

Roles and Permissions in B2C Commerce

• Salesforce Payments Plug-In for B2C Commerce
• Merchant Tools Data Replication in B2C Commerce
• Product Promotions in B2C Commerce
• Merchandising Your Site in B2C Commerce
• Modify Product Display Order for B2C Commerce
• XLS to XML Workbooks for Bulk Data Imports in B2C Commerce
• Manage Localization for a Page Designer Page
• Make Security Usable
• Main Dashboard
• Manually Migrate Active Data
• Link Products
• Manage Images
• Link Categories for B2C Commerce
• eCDN Proxy Zone FAQ
• What Is B2C Commerce Einstein?
• How B2C Commerce Assigns SEO Support Page URLs
• Set Commerce Cloud Einstein Privacy Preferences
• Manage Product Category Assignments
• SEO Evaluation for B2C Commerce
• Import and Export Roles and Permissions
• Commerce Cloud Einstein Consent Management
• Log Center Dashboard
• Log Center Configuration
• Order Preference Import and Export
• Manage HSTS in B2C Commerce
• Manage Component Visibility on Product List and Product Detail...
• Manage Credit and Debit Cards in B2C Commerce
• Manage Commerce Cloud Einstein Dictionary Entries
• How Predictive Sort Works in Commerce Cloud Einstein
• Managing Stores in B2C Commerce
• Get Started with B2C Commerce
• Determine How to Block Attacks in B2C Commerce
• Gift Certificate Object Import and Export in B2C Commerce
• Commerce Cloud Einstein and Data
• Export Customer Data Snapshots in B2C Commerce
• How Consent Management Works
• Developer Considerations for Commerce Cloud Einstein Product...
• Keyword Search in Log Center
• Manage Taxes in B2C Commerce
• Payment Method Information Import and Export in B2C Commerce
• Inventory Management
• Managing Attributes via a Backend System in B2C Commerce
• Dynamic Imaging Service
• Base Products for Scenarios
• Manage Salesforce B2C Commerce Users
• Migrate Site Traffic for B2C Commerce
• Manage Payment Processors in B2C Commerce
• Payment Card Credential Storage for B2C Commerce
• Manage Custom Caches Using Business Manager
• New and Changed Help Topics in the Upcoming Release
• Manage Complete the Set Categories in Commerce Cloud Einstein
• Securely Incorporate Third-Party Apps
• Line Item Tax Basis
• Legacy Jobs
• Inventory Dashboard
• Invalidate the Static Cache
• Import/Export Analytics and Reporting in B2C Commerce
• Import Modes in B2C Commerce
• Launch the Tableau Connector
• Keyword Searches for B2C Commerce
• Introduction to Roles in B2C Commerce
• Install the Salesforce Payments Plug-In for B2C Commerce
• JavaScript and Objects in HTML Attributes for B2C Commerce
• Inventory Management Using Omnichannel Inventory
• Import/Export Data Replication in B2C Commerce
• Import/Export Checklist in B2C Commerce
• Importing or Exporting SiteGenesis Data in B2C Commerce
• Gross Merchandise Value
• Inventory List Object Import and Export in B2C Commerce
• Configure Login Settings for B2C Commerce
• Incremental Indexing
• Salesforce B2C Commerce Image Storage
• Explicit Search Rank and Search Placement
• Export Elements for Bulk Localization for Page Designer
• Dynamic Mappings for B2C Commerce
• GMV Calculation
• Import/Export Methods in B2C Commerce
• Import/Export Error Handling in B2C Commerce
• Find Orders
• Enable Commerce Einstein in B2C Commerce
• Follow the Principle of Least Privilege
• Delete Orders
• Exclude Unavailable Products from Search Results
• Enable Gift Certificate Functionality in Your Storefront
• Specify When a Page Designer Page Is Visible Based on Customer Group...
• Commerce Cloud Einstein Status Dashboard
• Commerce Cloud Einstein Recommendation Validator
• Commerce Cloud Einstein Self-Service Support
• Dynamic Mapping of URLs with Source Codes for B2C Commerce
• Commerce Cloud Einstein Product Recommendations
• Additional Commerce Cloud Einstein Resources
• Implementing Commerce Cloud Einstein Product Recommendations
• Configure Access Settings for B2C Commerce
• Browser-Based Local Data Storage in B2C Commerce
• Import and Export Geolocations in B2C Commerce
• Import an Inventory List
• Import Elements for Bulk Localization for Page Designer
• Import Localization in B2C Commerce
• Import and Export Price Books in B2C Commerce
• Dynamic Imaging Service Process Details
• Base Product and Variation Product Scenarios
• Generate a Robots.txt File with Business Manager for B2C Commerce
• Geolocation Object Import and Export in B2C Commerce
• Rule-Based Categorization for B2C Commerce
• Enable Search-Friendly URLs
• Extend an A/B Test in B2C Commerce
• Edit Alert Settings for B2C Commerce
• Hypernyms and Hyponyms
• HTTPS / TLS in B2C Commerce
• Import and Export Object Cheatsheet in B2C Commerce
• URL Syntax Without SEO
• Share Commerce Cloud Einstein Data
• Set Feature Switches (Toggles) in B2C Commerce
• Import and Export in B2C Commerce
• Download Change History Logs
• Validator Responses in Commerce Cloud Einstein
• Implementing a Choice of Bonus Product Discount in B2C Commerce
• Image Management
• Base Product and Variation Group Scenarios
• Add a Custom Preference Programmatically in B2C Commerce
• Globally Excluded Products
• Enable the Search Information Tool for Storefront Toolkit in B2C...
• Predictive Sort Performance Considerations in Commerce Cloud Einstein
• eCDN on Staging Maintenance
• Disconnect a Cross Cloud Tenant Group for B2C Commerce
• Disable HSTS for B2C Commerce
• Delete a Large Number of Customers in B2C Commerce
• Commerce Cloud Einstein Search Recommendations
• Generic Mapping in B2C Commerce
• Generate Sitemaps in B2C Commerce
• How B2C Commerce Assigns Page URLs
• Hostname Aliases
• Export Localizable Elements Using Folders for Page Designer
• Export Localizable Elements for Bulk Localization for Page Designer
• Globally Exclude a Product in B2C Commerce
• Commerce Cloud Einstein Search Dictionaries
• Express Checkout Considerations for B2C Commerce
• Embedded CDN Overview
• Edit Product Details
• Einstein Search Dictionaries
• Edit Multiple Products
• Future Prices Preview in B2C Commerce
• Data Deletion: Delete Personal Data in B2C Commerce
• Delete an A/B Test in B2C Commerce
• Data Upload in B2C Commerce
• Data Validation in B2C Commerce
• Creating Import/Export Pipelines in B2C Commerce
• Generate a Robots.txt File with Google’s Webmaster Tools for B2C...
• Discount on a Product Option in B2C Commerce
• File Formats in B2C Commerce
• Embedded CDN
• Global Preferences for B2C Commerce
• Generate an API Client ID for Marketing Cloud Intelligence
• How Commerce Cloud Einstein Search Dictionaries Works
• General Security Best Practices in B2C Commerce
• Review Commerce Cloud Einstein Recommendations Reporting
• Dynamic Customer Group Operators in B2C Commerce
• Products Gift Certificate Dashboard
• Dynamic Customer Group Attributes in B2C Commerce
• Delete Customers from Customer Lists in B2C Commerce
• Fully Additive and Semi-Additive Meausres
• Define Source Code Groups for B2C Commerce
• Data Protection and Privacy in B2C Commerce
• Custom Metadata Object Import/Export in B2C Commerce
• Data Portability: Give Shoppers Their Data When They Want It in B2C...
• Currency Precision in B2C Commerce
• Dynamic Group Attribute Types in B2C Commerce
• Dynamic Customer Group Rules in B2C Commerce
• Deploy an A/B Test Segment in B2C Commerce
• Denial-of-Service Protection in B2C Commerce
• Commerce Cloud Einstein Do-Not-Track Impact
• Authentication and Authorization Best Practices in B2C Commerce
• Commerce Cloud Einstein Insights
• Additional Embedded CDN Resources
• Generate Search Indexes
• Data Replication in B2C Commerce
• Fail Securely
• Delete a Page Designer Page
• Data Privacy and Protection in B2C Commerce
• Create URL Search Refinement Redirects
• Einstein Dashboard
• Create Explicit Recommendations
• Delay Orders
• Create Content Search Refinements in B2C Commerce
• Create Catalog and Content URLs
• Delta Exports in B2C Commerce
• Delete Customers in B2C Commerce
• Commerce Cloud Einstein Privacy and Consent
• B2C Commerce Tools
• Commerce Cloud Einstein Predictive Sort
• Gift Certificate Site Preferences for B2C Commerce
• Gift Certificates
• Category Name Exclusions
• The Dashboards
• Customize Search-Friendly URLs
• Customer Segmentation Via Geolocation in B2C Commerce
• Delete Redundant Prices from Read-Only Price Books in B2C Commerce
• Define Order Search Result Columns in B2C Commerce
• Edit a Catalog
• Enable Searching for a Page Designer Page
• Customer Lists in B2C Commerce
• General Secure Coding Practices in B2C Commerce
• Geolocation Lookup for IP Addresses in B2C Commerce
• CSRF Protection in Business Manager
• Creating Data Files for Import in B2C Commerce
• Cross-Site Request Forgery in B2C Commerce
• Create Price Books and Price Tables in B2C Commerce
• Reports & Dashboards Navigation
• Create Customer Lists in B2C Commerce
• Days Available
• Explicit Recommendations
• Create Page Meta Tag Rules for B2C Commerce
• Define Settings for Salesforce CDP Activations in B2C Commerce
• Create New Search Refinements
• Creating Customer Promotions Based on Customer Location in B2C...
• Create a Gift Certificate
• Create a Role in B2C Commerce
• Create a Job in B2C Commerce
• Create External URL Redirects
• Create 404 Error Pages with Alternate Paths in B2C Commerce
• Create a Search Index Rebuild Schedule
• Feeds for Sitemap Attributes in B2C Commerce
• Cross-Site Scripting in B2C Commerce
• Customer Lists Preferences for B2C Commerce
• Export Your Catalog as a CSV File
• Create an Order Promotion Rule in B2C Commerce
• Delete Customer Lists in B2C Commerce
• Create a Zone in B2C Commerce
• Generate an API Client ID
• Generate a Shortcode and Create an API Client ID
• Encryption and Cryptography in B2C Commerce
• Example GMV Calculation
• Reports & Dashboards Feature Set
• Product Catalog CSV Files
• Search-Friendly URLs for B2C Commerce
• Data Replication Processes in B2C Commerce
• Customers in B2C Commerce
• Custom Product Attributes
• Custom Object Import/Export in B2C Commerce
• Exclude a Product from a Rule-Based Categorization Rule Set
• Enforce HTTPS for B2C Commerce
• Creating Jobs in B2C Commerce
• Credit Card Encryption in B2C Commerce
• Create Home Page Links
• Create Sorting Rules
• Create Stores in B2C Commerce
• Create a Shared Library in B2C Commerce
• Create a Search-Driven Redirect for a Page Designer Page
• Create a Legacy Job
• Debugging Import/Export in B2C Commerce
• Create a Job Parameter
• Create Global Custom Preferences for B2C Commerce
• Specify Which Page Designer Component Is Visible in a Region Based...
• Create an A/B Test for B2C Commerce
• Create A Tiered Discount in B2C Commerce
• Create a Unified Profile in B2C Commerce
• Create a Shipping Promotion Rule in B2C Commerce
• Support Cookie SameSite Attribute Changes for B2C Commerce
• View Commerce Cloud Einstein Insights
• Create Custom Preferences for B2C Commerce
• Data Input and Output
• Cross Cloud Trust for B2C Commerce
• Create a Promotion in B2C Commerce
• Create Pipeline URLs
• Create a Content Asset in B2C Commerce
• Create a Campaign in B2C Commerce
• Create a Redirect from a B2C Commerce URL
• Set HSTS for Business Manager in Global Preferences
• Migrate Users to Unified Authentication via Account Manager
• Data Replication Tasks in B2C Commerce
• Customer Data Snapshots in B2C Commerce
• Customer List Object Import/Export in B2C Commerce
• Create Product Options
• Create Inventory Lists and Records
• Create Product Bundles
• Create Image Transformation URLs
• Page Designer Pages
• Create a Product Promotion Rule in B2C Commerce
• Declarative Security via HTTP Headers in B2C Commerce
• Create a Product List or Product Detail Page Template for Page...
• Create a Dynamic Customer Group in B2C Commerce
• Create a Customer Group in B2C Commerce
• SiteGenesis Controllers
• SFRA Reference Application
• Create Canonical URL Tags for B2C Commerce
• Create Campaigns and Promotions in B2C Commerce
• Customer Object Import and Export for Payments with B2C Commerce
• Create a Page Using the Page Designer Visual Editor
• Configure and Run a Log Center Search
• Create a Library Folder in B2C Commerce
• Configuration for Administrators
• Create Customer Groups with CDP Connector Segments in B2C Commerce
• Create CSRF Allowlists for B2C Commerce
• Create a Payment Zone for B2C Commerce
• Create a Product Set
• Create a Variation Product
• Create a Subcategory for B2C Commerce
• Create and Manage Categories for B2C Commerce
• Create an eCDN Zone and Hostnames
• Create a Rule-Based Categorization Rule Set for B2C Commerce
• Create a Product Variation Group
• Create a Category for B2C Commerce
• Create a Catalog
• Copy One or Multiple Categories for B2C Commerce
• Coupon Redemption for B2C Commerce
• Coupon Implementation Considerations for B2C Commerce
• Controlling Promotions in B2C Commerce
• Content Slots in B2C Commerce
• Create a Base Product
• Coupons and Coupon Code Object Import/Export in B2C Commerce
• Create a Data Replication Process in B2C Commerce
• Create a Code Replication Process in B2C Commerce
• Configuring the Business Manager Site
• Coupon Analytics and Reporting for B2C Commerce
• Coupon Best Practices for B2C Commerce
• Configure Search Index Language Options
• Configure Salesforce Payments with Stripe for B2C Commerce
• Configure an External CDN or Third-Party Proxy
• Configure Variation Groups Display Mode
• Configure Variation Attributes for Image Assignment by Catalog
• B2C Commerce Security Guide
• Content Slot Processing in B2C Commerce
• Content Slot Object Import/Export in B2C Commerce
• Connect a Slack Workspace to Business Manager
• Delete an On-Demand Sandbox Operations Scheduler
• Configure Allowed Currencies in B2C Commerce
• SiteGenesis Cartridges
• Code Replication in B2C Commerce
• SiteGenesis Client-Side Scripts
• Copy Content into a Shared Library in B2C Commerce
• Copy an A/B Test in B2C Commerce
• Copy a Promotion in B2C Commerce
• Copy a Page Designer Page
• Configure Change History Preferences for B2C Commerce
• Configure Commerce Cloud Einstein Recommenders
• Clear SFTP Known Good Hosts for B2C Commerce
• Catalog Design
• B2C Commerce Security Model
• Delete an On-Demand Sandbox Instance in Control Center
• Caching with A/B Testing for B2C Commerce
• Consent Management: Track Shopper Consent in B2C Commerce
• Connect to Tableau
• Configure Storefront URL Preferences
• Configuring Storefront Sites for B2C Commerce
• Configure Promotion Preferences for B2C Commerce
• Configure User Agents to Identify as Robots in B2C Commerce
• Configure the eCDN Hostname Alias
• Configuring Content Slots for Product Recommendations in Commerce...
• Configure Product and Content Locking for B2C Commerce
• Configure Predictive Sort in Commerce Cloud Einstein
• Content Asset Types
• Configure Payment Zones for B2C Commerce
• Content and Content Library Folder Object Import and Export in B2C...
• Configure OAuth2 Providers for B2C Commerce
• Content Libraries in B2C Commerce
• Configure the User Interface for a Payment Processor
• Content Assets in B2C Commerce
• Configure Advanced Product Search
• B2C Commerce Data Subject Areas
• Configure Catalog and Order Feeds for Commerce Cloud Einstein...
• Configure 301 HTTP Redirects for Legacy URLs in B2C Commerce
• Configure Basket Preferences
• Add a System Use Notification Message in B2C Commerce
• Common Recommendation Validator Errors in Commerce Cloud Einstein
• Manage Instances in Control Center
• Common SEO Pitfalls in B2C Commerce
• Clear eCDN Cache
• Configure SEO URLs for B2C Commerce
• Configure Site Locales for B2C Commerce
• On-Demand Sandbox Operations Scheduler
• Cache Settings Object Import and Export in B2C Commerce
• Configure the Commerce CDP Connector in B2C Commerce
• Compound Words
• Automating File Transfer Through Scripts in B2C Commerce
• Assign Multiple Products to Multiple Catalogs and Multiple Categories
• Commerce Cloud CDP Connector in B2C Commerce
• Assign Payment Zones to a Merchant Account for B2C Commerce
• Availability Calculation
• Configure the Enforce HTTPS Global Preference
• Configure the Embedded CDN
• Batch Processing in B2C Commerce
• B2C Commerce Data in Tableau
• Associate a Store with an Inventory List in B2C Commerce
• Change the Dashboard Timezone
• Business Manager Network Access in B2C Commerce
• Catalog Scenarios
• Assign a Catalog to a Site
• Create an Access Key for Logins for B2C Commerce
• Configure Salesforce Payments with PayPal for B2C Commerce
• Configure Retention Settings for B2C Commerce
• Configure SEO Settings for a Page Designer Page
• Configure Searchable Attributes
• Configure Page Meta Tags in B2C Commerce
• Configure Business Manager Email Settings
• Configure Organization Locales for B2C Commerce
• Configure B2C Commerce Alerts in Business Manager and Slack
• Start, Stop, and Restart Instances in Control Center
• Specify Instance Permissions for a User in Control Center
• Create an On-Demand Sandbox Instance in Control Center
• Commerce Cloud Einstein
• Configure HSTS for B2C Commerce
• Configure a Zone for B2C Commerce
• View Control Center Data Storage Utilization Statistics
• Log Into Control Center
• Duplicate Home Page URLs
• Control Center Instance Permissions
• Use Reset to Initial an Instance in Control Center
• Control Center
• Commerce Cloud Tableau Connector
• Catalog Object Import/Export in B2C Commerce
• Choice of Bonus Product Discount in B2C Commerce
• Unlock an Account in B2C Commerce
• Assign a Price Book or Promotion to a Specific Store in B2C Commerce
• Cancel Orders
• Manage Access of Partner Accounts in B2C Commerce
• Configure eCDN for Staging
• B2C Commerce APIs for Coupons
• Configure Custom Page Attributes for Page Designer
• Log into Account Manager in B2C Commerce
• Understanding A/B Test Results in B2C Commerce
• Buy X for Total Promotion in B2C Commerce
• Change the ID for a Page Designer Page
• Archiving in B2C Commerce
• Catalog-Level Search Refinement Definitions
• Configure a Coupon for B2C Commerce
• View the Audit Login Control Center
• View On-Demand Sandbox Usage Statistics in Control Center
• Commerce Script Injection in B2C Commerce
• Create a Role in Control Center
• Checklist for Active Merchandising
• Control Center Roles
• Reset a Sandbox (SIG or ODS) Instance in Control Center
• Advanced Product Search
• Categories and Storefront Navigation for B2C Commerce
• Change User Information in B2C Commerce
• Buy X and Y Get Z Promotion in B2C Commerce
• Characters Allowed in URLs
• Buy Now and Pay Later Payment Services for B2C Commerce
• Active Data Attributes
• Buy Now Pay Later with Klarna for B2C Commerce
• Change the User Interface Locale for Business Manager
• Build Your Site Structure
• Categories and Products for B2C Commerce
• Business Manager Email Configurator
• Assign Products to a Category
• Automatic 301 Redirects for B2C Commerce
• Common Phrases
• Code Upload in B2C Commerce
• Automate Import/Export in B2C Commerce
• Code Replication Processes in B2C Commerce
• Private Keys and Certificates in B2C Commerce
• Create and Activate an On-Demand Sandbox Operations Scheduler
• Add Self-Managed SSL Certificates
• Change History
• SiteGenesis Configuration for Salesforce Payments
• Change the Dashboard Realm Currency
• Analytics Reporting Integration in SGJC
• Available to Sell (ATS) Calculation
• Aggregations Made with Fully Additive and Semi-Additive Measures
• Availability for Active Data
• Buy Now and Pay Now Checkout Methods for B2C Commerce
• Classification vs. Primary Category
• Buy Now Pay Later with Afterpay for B2C Commerce
• Source Code Qualifying Promotions Reports for B2C Commerce
• Register Verification Methods for Multi-Factor Authentication
• Category and Folder Slots Contained in Locally Included Templates in...
• Link an Account Manager Account to Salesforce Identity (SSO) in B2C...
• Choice-of-Bonus-Product Discount FAQ in B2C Commerce
• Categories for B2C Commerce
• Campaigns and Promotions in B2C Commerce
• Analytics and Reporting for Promotions in B2C Commerce
• Buy X/Get Y Promotions in B2C Commerce
• Delete an Account in B2C Commerce
• Browser Support
• Assign Variation Attributes
• Associate a PayPal Merchant Account with Salesforce Payments for B2C...
• Activate a Commerce Cloud Account in B2C Commerce
• Create a User Account in B2C Commerce
• Administration Data Replication in B2C Commerce
• Assign Product Attributes
• Archive a Promotion in B2C Commerce
• Additional Resources for B2C Commerce Campaigns and Promotions
• Script API Support for Variation Groups
• Apply Variation Groups
• Add Products Manually
• Assign a Price Book to a Site in B2C Commerce
• Analytics Reporting Integration in SFRA
• Advanced Search Extended Attributes Data Types
• Active Merchandising
• Category Linking for B2C Commerce
• Category Attributes for B2C Commerce
• Business Manager Module Data Replication in B2C Commerce
• Choose Which Attributes Appear in the Category Grid View
• Best Practices for Active Merchandising
• Best Practices for Import/Export in B2C Commerce
• Business Manager Import and Export Privileges in B2C Commerce
• Bucketing Search Refinements in B2C Commerce
• Assign Products to a Category in Grid View
• Specify Who Qualifies for an Experience in B2C Commerce
• Replication Best Practices in B2C Commerce
• Edit an On-Demand Sandbox Operations Scheduler
• Add Favorites to Business Manager
• Active Data Collected
• A/B Testing for B2C Commerce: Comparing Content Slots
• Change Your Account Password in B2C Commerce
• Remove Verification Methods for Multi-Factor Authentication in B2C...
• Apply Defense in Depth
• Analytics Reporting Events
• Add Excluded Products to a Promotion in B2C Commerce
• Authentication and Authorization in B2C Commerce
• Add, Modify, and Edit Products Manually
• Associate a Stripe Merchant Account with Your Commerce Cloud...
• Additional A/B Testing for B2C Commerce Resources
• Assign an Inventory List to a Site
• Assign a Site to a Library in B2C Commerce
• Historical Reports Set-Up
• Add Managed SSL Certificates
• Select Users for Security Notification Emails in B2C Commerce
• Change Account Information in B2C Commerce
• Historical Reports
• A/B Testing for B2C Commerce: Comparing Product Templates
• Annotate Images
• Add Payment Methods to a Payment Zone for B2C Commerce
• Register a Security Key for WebAuthn Identity Verification in B2C...
• A/B Testing for B2C Commerce Rank Precedence
• A/B Testing for B2C Commerce Participation Triggers
• Add an Account to Your Organization in B2C Commerce
• Account Manager for B2C Commerce
• Analytics Reporting Integration
• Access WebDAV Files for B2C Commerce
• Undelete an Account in B2C Commerce
• Add an SSL Certificate to an eCDN Zone and Configure DNS Mapping
• A/B Testing for B2C Commerce: Comparing Search Sorting
• Access Product Variant Information in Grid View
• Access Alerts for Your B2C Commerce Site
• A/B Testing in B2C Commerce Examples
• Verify Your Identity with a TOTP Authenticator App in B2C Commerce
• Reset a User Account in B2C Commerce
• Connect Salesforce Authenticator (Version 3 or Later) to Your...
• Verify Your Identity with Multi-Factor Authentication in B2C Commerce
• Add an API Client in B2C Commerce
• Commerce Cloud Accounts FAQ for B2C Commerce
• Add a Second URL with Source Codes for B2C Commerce
• Administrator Role in B2C Commerce
• A/B Testing for Developers in B2C Commerce
• Reset a Forgotten Password in B2C Commerce
• A/B Testing for B2C Commerce: Getting Complicated
• Active URL Mapping with Source Codes for B2C Commerce
• Add a New Customer in B2C Commerce
• Administering Your Organization for B2C Commerce
• A/B Testing Suggestions for B2C Commerce
• Add Hostnames (Subdomains)
• Active Merchandising Scenarios
• Analytics Reporting URL Patterns
• A/B Testing Metrics for B2C Commerce
• A/B Test for B2C Commerce Participants
• Historical Reports: Traffic
• A/B Test for B2C Commerce: Comparing Promotions
• Categories and Storefront Navigation
• Categories and Products
• Rule-Based Categorization
• Create a Category
• Create a Subcategory
• Modify Category Display Order
• Modify Product Display Order
• Create a Rule-Based Categorization Rule Set
• Category Attributes
• Set Category Attributes
• Set a Category Alternative URL
• Product Attribute Definitions
• Copy One or Multiple Categories
• Schedule Categories
• Schedule a Category
• Category Linking
• Link Categories
• Search Refinement Definitions
• Sorting Rule
• Page Meta Tag Rules
• Create Price Books and Price Tables
• Assign a Price Book to a Site
• Assign a Price Book or Promotion to a Specific Store
• Import and Export Price Books
• Price Lookup Example
• Delete Redundant Prices from Read-Only Price Books
• Update a Price in a Read-Only Price Book
• Preview Future Prices with Toolkit
• Create a Shared Library
• Create a Library Folder
• Assign a Site to a Library
• Bucketing Search Refinements
• Site-Specific Content
• Copy Content into a Shared Library
• Test Rule Data
• Create Geographical Customer Groups
• Customer Groups as Promotion Qualifiers
• Source-Code Qualifying Promotions Reports
• Call a Pipeline Start Node with a Source Code from a URL
• Active URL Mapping with Source Codes
• Use a Source Code to Show a Page and Select a Price Book
• Configuring Promotions with Mulitple Qualifiers
• Slot Configurations
• Remove Unreferenced Content Slots
• Preview Global, Category, and Folder Slots in Storefront
• Preview Content
• Troubleshooting the Slot Configuration Displayed for a Slot
• Category and Folder Slots Contained in Locally Included Templates
• Search for Customers
• Delete Customers
• Delete a Large Number of Customers
• Export Customer Data Snapshots
• Retrieve Customer Data Snapshots
• Create Customer Lists
• Delete Customer Lists
• Delete Customers from Customer Lists
• Create a Customer Group
• Create a Dynamic Customer Group
• Dynamic Customer Group Rules
• Dynamic Customer Group Attributes
• Dynamic Customer Group Operators
• Dynamic Group Attributes Types
• Using Referrer Attributes
• Using Session Custom Attributes
• Customer Segmentation Via Geolocation
• Enable Commerce Einstein
• Create a Unified Profile
• Create Customer Groups with CDP Connector Segments
• Create Search Redirects
• Negative Synonyms
• Brand Synonyms
• Einstein Search Recommendations in the Search Query Testing Tool
• Search Inventory Integration
• Use Explicit Search Rank
• Use Explicit Search Placement
• Sort by Keyword Groups
• Preview Sorting Rules
• Create Dynamic Attributes
• Block Search Refinements
• Configure Catalog-Level Search Refinement Definitions
• Localize Catalog-Level Search Refinement Definitions
• Configure a Hostname Alias
• Associate a Store with an Inventory List
• Import and Export Geolocations
• Geolocation Lookup for IP Addresses
• Multi-Currency Sites
• Historical Reports Metrics Definitions
• Historical Reports: Conversion
• Historical Reports: Purchase
• Historical Reports: Catalog
• Historical Reports: Search and Navigation
• Historical Reports: Customer
• Historical Reports: Technical
• Historical Reports: A/B Testing
• A/B Testing for B2C Commerce
• A/B Test for B2C Commerce Segments
• A/B Testing for B2C Commerce FAQ
• A/B Testing for B2C Commerce Known Issues
• Batch Processing
• Analytics: Exclude Internal Traffic for B2C Commerce
• Replication Processes
• Replication Best Practices
• Code Replication Processes
• Create a Code Replication Process
• Undo a Code Replication Process
• Data Replication Processes
• Create a Data Replication Process
• Data Replication Tasks
• Reading Data Replication Logs
• Undo a Data Replication Process
• Merchant Tools Data Replication
• Administration Data Replication
• Page Cache and Replication
• Troubleshooting Replication
• Import/Export Checklist
• Business Manager Import and Export Privileges
• Overview of the Import/Export Process
• Import/Export Methods
• File Formats
• Import and Export Transaction Handling and Feed Size
• Import Modes
• Removing Outdated Objects
• Pipelets for Import and Export
• Scripts and Pipelets for Import and Export
• Import/Export Analytics and Reporting
• Import/Export Error Handling
• Import Localization
• Import/Export Site-Specific Attributes
• Import/Export Data Replication
• Importing or Exporting SiteGenesis Data
• Using Site Import/Export to Copy Instances
• Using Site Import/Export for Development Testing
• Creating Data Files for Import
• Delta Exports
• Selecting a Transfer Method in B2C Commerce
• Manually Adding Files to Sandbox Instances
• Manually Running Import/Export
• Automating Import/Export
• Creating Import/Export Pipelines
• XML File Generation
• Managing Attributes via a Backend System
• Debugging Import/Export
• Using a Pipeline to POST Data
• Best Practices for Import/Export
• XLS to XML Workbooks for Bulk Data Imports
• Troubleshooting Import/Export
• Generic Mapping
• Import and Export Object Cheatsheet
• URL Rules Object Import/Export
• A/B Test Object Import and Export
• Cache Settings Object Import and Export
• Catalog Object Import/Export
• Content and Content Library Folder Object Import and Export
• Content Slot Object Import/Export
• Coupons and Coupon Code Object Import/Export
• Customer List Object Import/Export
• Custom Object Import/Export
• Custom Metadata Object Import/Export
• Geolocation Object Import and Export
• Gift Certificate Object Import and Export
• Inventory List Object Import and Export
• Order Object Import and Export
• Payment Method Information Import and Export
• Payment Processor Information Import and Export
• Price Book Object Import/Export
• Product List Object Import/Export
• Schedule Object Import/Export
• Shipping Method Object Import/Export
• Site Import/Export
• Sorting Rule Import/Export
• Source Code Object Import/Export
• Store Information Import/Export
• Tax Table Object Import/Export
• Wish List or Order Status Object Import/Export
• Determine How to Block Attacks
• Storefront Network Access
• Business Manager Network Access
• HTTPS / TLS
• Web Services
• Data Upload
• Code Upload
• Credit Card Encryption
• Private Keys and Certificates
• Introduction to Roles
• Shopper Authentication
• OCAPI Client Authentication and Authorization
• WebDAV Authentication and Authorization
• Security Event Auditing
• Denial-of-Service Protection
• Data Privacy and Protection
• Encryption and Cryptography
• Cross-Site Scripting
• Declarative Security via HTTP Headers
• Commerce Script Injection
• Cross-Site Request Forgery
• Secret Storage
• Using Hooks Securely
• Data Validation
• Open Redirect Attacks
• Authentication and Authorization
• Supply Chain Security
• Secure Logging
• General Secure Coding Practices
• Log into Account Manager
• Verify Your Identity with Multi-Factor Authentication
• Verify Your Identity with a TOTP Authenticator App
• Register a Security Key for WebAuthn Identity Verification
• Remove Verification Methods for Multi-Factor Authentication
• Link an Account Manager Account to Salesforce Identity (SSO)
• Activate a Commerce Cloud Account
• Change Your Account Password
• Reset a Forgotten Password
• Change Account Information
• Create a User Account
• Edit a User Account
• Unlock an Account
• Add an Account to Your Organization
• Manage Access of Partner Accounts
• Reset a User Account
• Delete an Account
• Undelete an Account
• Add an API Client
• Enable and Disable an API Client ID
• Edit an Organization
• Commerce Cloud Accounts FAQ
• Select Users for Security Notification Emails
• Salesforce Payment Platforms and Services
• Install the Salesforce Payments Plug-In
• Associate a Stripe Merchant Account with Your Commerce Cloud Instance
• Associate a PayPal Merchant Account with Salesforce Payments
• Assign Payment Zones to a Merchant Account
• Buy Now and Pay Now Checkout Methods
• Payment Card Credential Storage
• Enable the Search Information Tool
• Open the Search Information Tool
• Search Results Window
• Product Search Model Window
• Get Cache Status Using the Cache Information Tool
• Examine Server Calls Using the Request Log
• Preview a Site Using the Site Preview Tool
• Test Promotions Using the Promotions Tracing Tool
• Troubleshoot the Storefront Toolkit

You are here:

• Salesforce Help
• B2C Commerce for Merchandisers and Administrators

We recommend limiting access to modules to only users who use the module. To restrict and grant access to modules, use roles and permissions. When properly configured, a user who logs into B2C Commerce sees only the modules that they need to perform their job. This eliminates confusion and increases the security of the organization.

Roles represent groupings of permissions. They're defined in the context of an organization. You can assign multiple roles to a user and associate these roles with permissions. A user owns the permissions assigned to each of their roles. B2C Commerce defines sample roles for the SiteGenesis application site, such as the administrator role. This role has permissions on all Business Manager modules below the Administration menu. You can create your own roles depending on your specific needs for the site's organization.

Permissions

You can configure Business Manager module permissions and functional permissions . Module permissions include the ability to transfer, replicate, and edit B2C Commerce data. You can also let users log in on behalf of a shopper or as a shopper, which is useful for support. You can specify read or write access for most data, for one or more sites or across all sites in an organization.

Functional permissions let a user perform specific functions in B2C Commerce. To edit data, functional permissions must be combined with Business Manage module permissions. You can also grant WebDAV permissions.

To view a list of all users assigned to a specific permission, audit a permission .

Business Manager Example

This example assumes you have multiple sites and need to assign different levels of permissions for different users.

As a first step, you need to create roles.

After you have created the roles, you can assign users to them.

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Impress New Clients with Seamless Onboarding

What is Meta Business Manager? Why You Need it & How to Use it

You'll need to use Meta's Business Manager if you manage Facebook or Instagram accounts for clients. How do you set up a Business Manager account and get access to your client accounts? How can you optimize your account? Our guide to Meta Business Manager covers all bases with the crucial info you need. 📉🤓

Stuck trying to access to your clients' social media and marketing accounts?

‍ “I don’t know how to set up a Meta Business Manager account and if it’s even necessary.”

Facebook is confusing, and to add more to the confusion, there are Meta Business Manager, Business Suite, Ad Manager, Commerce Manager, Events Manager, etc.

You’re confused about which ones you need and which you don’t or whether you need Business Manager or Meta Business Suite.

If this is you (the business owner) or a client you (the freelancer/agency) recently onboarded — we’ve got you covered. 

This ultimate guide on Meta Business Manager answers all your questions. It gives you a step-by-step walkthrough to easily set up your (or your client’s) account and use it daily to manage Facebook business assets.

What is Meta Business Manager?

Meta Business Manager (interchangeably called Facebook Business Manager) is Meta’s built-in social media management platform to help companies effectively manage various aspects of their businesses. 

It offers many tools like:

• Ad Manager: to run paid ads for Facebook and Instagram
• Meta Business Suite portal: to create/share content for Facebook page and Instagram accounts
• Instagram & WhatsApp Manager
• Commerce Manager: to manage product catalog online
• Events Manager: to track audience behavior
• Insights: to review your campaigns’ performance

For business owners, you can manage all your marketing channels, including a Facebook business page, Instagram account, WhatsApp chats, paid ad campaigns, Facebook pixels, your online e-commerce store, events, your website domains, etc., from one dashboard — no need to login to multiple accounts to keep track of things. 

For freelancers/agencies, a Facebook Business Manager account means keeping track of all your Facebook or Instagram clients and keeping them separate. You can manage your client’s assets safely without mixing things.  

Overall, Meta Business Manager is one platform where you control the backend settings of all your marketing and business assets. It’s where you go to make sure the systems work well for your business. 

What's the Difference Between Meta Business Manager and Meta Business Suite

Most people are confused between Meta Business Manager and Meta Business Suite and wonder which one they should use. 

Meta Business Suite is a simplified front-end management platform for managing Facebook and Instagram content. You can perform tasks like creating/scheduling posts for your Facebook and Instagram accounts and responding to messages or comments. 

It has all the Facebook Business Manager settings, but most options are limited and direct you to the Business Manager itself. For example, you’ll notice that all major settings bring you to a new window (hint: Meta Business Manager).

So, which one should you use?

The answer is you use both. Facebook Business Manager is one platform where you can manage all of your assets, but it doesn’t give you the right tools to create and schedule content. 

While Meta Business Suite lacks in other parts, it’s a perfect social media manager for creating/managing and keeping track of content. So, the best way to get the most out of both tools is to use them in combination. 

For the full breakdown of features in each tool, check out this post:  Meta Business Manager vs. Business Suite

Why Should You Have a (Facebook) Meta Business Manager Account?

Starting a Meta Business Manager account can feel overwhelming, but having one simplifies everything and unlocks many benefits for the business owner and freelancer/agency. Let’s see how.

You’re the business owner:

Here are the benefits of having a Facebook Business Manager account for a business owner:

• Centralized management: As a business owner with many essential tasks to look after, spending time logging into all marketing channels is a waste. Business Manager simplifies this by providing centralized management, which allows you to review all your business assets from one dashboard.
• Keep track of business activities: If you’ve outsourced to a freelancer/agency or assigned tasks to team members, Facebook Business Manager account provides a beautiful dashboard to see how things are progressing. It gives you detailed insights reports for all marketing channels. 
• Receive notifications: You would also want to be notified of all significant activities happening through your account; for example, getting real-time updates on a vital ad campaign can save resources as you’ll help iterate on it.
• Separate personal and professional activities: With a Business Manager account, you can keep your personal Facebook account separate from your business. Your friends, conversations, and other activities are unaffected because you perform all professional activities using Business Manager.
• Add or remove people hassle-free: Facebook Business Manager makes adding and removing team members, freelancers, and agencies hassle-free by giving you a 2-click option to invite people. 
• Secure important information: Facebook Business Manager gives simple options to invite people to manage your business assets with limited permissions so you don’t have to share usernames and passwords and risk account security. 

You’re the agency/freelancer: 

Here are the benefits of having a Facebook Business Manager account for an agency/freelancer:

• Get access to client’s assets: To get access to your client’s Meta assets, you need a Business manager account.
• Manage multiple clients: Facebook Business Manager account makes it easy to work with multiple clients. You can easily switch between different client accounts and keep things organized.
• Separate billing: If you’re running ads for them, having separate client assets means you can separate billings. You would want each client's Ads Manager account connected to their billing information.
• Separate pixels & tracking: Meta Business Manager has brilliant pixel tools that collect insights on audience behavior to help you run better ad campaigns. As someone working with many clients, you wouldn’t want pixel data to get mixed. But when you have separate management for each client, it also helps you separate pixel data. 

Now that you know how beneficial Facebook Business Manager is, let's walk through the step-by-step process of setting up a business account. 

How to set up a Meta Business Manager account

First, you need a regular Facebook account to set up a Business Manager account.  

Worry not; your personal account will be separate; you just need login info to open a business account. So, if you don’t have a Facebook account , create one here. 

If you already have a personal Facebook account, head to Meta for Business page.  

Click on “Get Started,” and you’ll enter this screen. Now click “Login with Facebook.”

 The next screen will ask you to log in to your personal Facebook account. 

After logging in, give your business a name, and enter your full name and business email. Then you’ll receive an email in your business email inbox that you must verify to get full access to all features. 

After verifying your email address, you’ll enter your Facebook Business Suite account. Here’s where you’ll create content for your Facebook business page and Instagram account. 

Facebook Business Suite and Facebook Business Manager are connected. To go to Business Manager, click “Settings” and then scroll down to choose “Business Settings.”

This will take you to a new window — your Meta Business Manager dashboard. 

That’s it, that’s how you usually create a Business Manager account, which takes 3-4 minutes.

‍ Leadsie simplifies the process so much that it takes 2 clicks only. 

Step-by-step Walkthrough of Meta Business Manager

After creating a business account, the next steps are to connect your business assets and learn how to use Business Manager daily. This step-by-step walkthrough will teach you how to do that. 

On the left sidebar, you’ll see “Users.” You’ll add members to your Business Manager using this option. After clicking the dropdown, it expands into People, Partners, and System users. 

• You’ll use “People” to add individual team members or freelancers. 
• You’ll use “Partners” to add other businesses like agencies. 
• You’ll use “System users” to add software or servers. 

Typically, you’ll use People/Partners to grant access. “System users” is perfect for businesses with a Facebook app. 

How to add People to your Business Manager

You can assign two types of access to users: 

• Partial access: You choose the tasks with limited permissions 
• Admin access: Full control over all assets

Choose a role you want to give them, then click “Add People.”

Enter their email address.

 Next, choose partial or full access, then assign accounts and permissions. Once done, click “Invite.”

And it’s done! 

How to add Partners to your Business Manager

If you’re adding agencies to your Business Manager, navigate to the Partners tab, click “Add,” and then “Give a partner access to your assets.”

Ask your partner to share their Partner Business ID, which they can find in the Business Info column.

Once you get the ID, paste it into the next screen.

Then assign tasks and save changes.

Below “Users” is “Accounts,” — where you’ll connect all your business assets and assign individual permissions.

How to add/request access to a Facebook page

Click on “Pages,” then “Add.”

• If you don’t have a Facebook page, choose “Create a new page.”
• If you have a Facebook page, choose “Add a page.”
• If you’re a freelancer/agency requesting access to a client’s Facebook page, choose “Request access to a page.”

Let’s say you want to add a Facebook Page, so you click that. On the next screen, you’ll enter the Facebook page’s URL you want to add and click “Add Page.”

If you want to request access to your client’s Facebook page, click “Request access to a page” and enter the page’s URL.

How to add/request access to an Ad Manager account

To create ads, you need a Facebook Ad account. Go to “Ad accounts” and click “Add.”

• Click “Add an ad account” to add your existing ad account.
• Click “Request access to an ad account” if you’re running ads for a client.
• Click “Create a new ad account” if you don’t have one.

You’ll be asked to enter your Ad Manager ID if you choose the first option. 

You can find your Ad Manager ID by logging in to your existing ad account . 

If you’re requesting access to your client’s ad account, choose the second option. Now choose a Facebook page for which you want to run ads and enter your Ad Manager ID.

You can also ask your client to add you as a Partner and assign ad account permissions. Finally, you can create a new ad account by entering your details.

How to add/request access to an Instagram page

You can only manage your Instagram page with Business Suite if you add it to your Business Manager. Navigate to “Instagram accounts” and click “Add.”

Then connect your Instagram account using your login password. 

If you want access to your client’s Instagram account , ask them to add you as a partner and assign assets.

How to add/request access to a Whatsapp account

If you do WhatsApp marketing, you can connect and manage it on Business Manager. Go to “WhatsApp accounts” and click “Add WhatsApp account.”

Enter your mobile number associated with your WhatsApp business account. 

To request access to your client’s WhatsApp assets, ask them to add you as a partner and assign WhatsApp. 

How to set up a Business assets groups

Business asset groups are a fantastic tool for business owners who outsource more than one asset to freelancers or agencies. You can create groups and assign them to relevant users. 

For example, if one freelancer manages Facebook & Instagram ads, you can group them and grant only the required permissions.  

Similarly, you can group marketing assets and assign content-only permissions if an agency looks after content. 

Here’s how to create a Business asset group. Go to “Business asset group” and create a new one.

Choose how you want to organize your work. For example, if you’re an agency requesting access to your client’s assets, choose “Agency” and so on.

Name your asset group, select assets to put in a group, and click “Next.”

Choose “People,” assign permissions, and create a folder. 

And if you want to request access to a Business asset group, you need to ask the client to add you as a member. 

Leadsie simplifies getting access to Meta assets even more — just share your Leadsie link with your client, they assign tasks, and you get access. It’s that simple!

Data sources

Data sources are the short version of Events Manager , where you can track the actions of your audience on third-party apps or websites. 

For example, by creating an event, you can check your monthly offline sales from your physical store. 

Or, by creating an event to track “Thank you” page visits, you can analyze how many of your ad campaigns are bringing subscribers to your email list.

Events can help target the audience better. By understanding their behavior on third-party apps, you can create better ad creatives and improve your conversion rate.

How to create/request access to a catalogue

Using Catalogues, you can list your products online on Facebook. The benefit of creating a catalogue is that your products will appear in front of your Facebook audience and also in Google shopping and dynamic product ads. 

To create a catalogue, click “Catalogues” and “Add.”

• If you’re listing your products, choose “Create a new catalogue.”
• If you’re managing your client’s products, choose “Request access to a catalogue.”

In case you’re listing your products, then after choosing to create a new catalogue, you’ll be asked to name it and choose a category.

  Next, choose people and assign permissions. 

You can view your catalogues on Commerce Manager .

If you’re requesting access to your client’s catalogue, choose “Request access to a catalogue” and then ask your client to go to Catalogues and assign you as a partner by entering your Business Manager ID. 

How to set up a Facebook pixel for your data source

Setting pixels to track your audience behavior helps you with retargeting. With pixels, you can show your ads to one person in multiple interactions, which increases your touchpoints with them and helps in increasing your conversion rate.

To add pixels to your website , click “Pixels” then “Add.” Now, give your pixel a name and enter the website you want to track.

Install the base code on your website. You need to paste this code on the header section of the root file of your website. If you’re using WordPress, use a plugin like Insert Headers and Footers.

After installing the base code, set up an event code. For that, open your website using the events setup tool, select where you’d like to set up an event, and it’ll be added automatically. 

How to create offline event sets

You can create offline event sets to group the collected audience engagement data through third-party apps. Click “Add” and name the event set. 

Choose an ad account, assign assets to people you want to, and it’s done. 

What is a dataset?

A dataset is a group of event data collected from various data sources such as websites, mobile applications, and physical shops. You can create datasets on Events Manager. 

How to create a custom conversion

Custom conversion allows you to track critical metrics like sales, purchases, abandoned carts, etc. For example, only if the user lands on the Thank you page, the trigger counts it as a purchase (event).

Here’s a Facebook guide on how to create a custom conversion. 

What are shared audiences?

By creating shared audiences, you can allow other people (freelancers or agencies) to access them. This way, they won’t have to build an audience from scratch — they can use the audience you shared. 

Or, for a new campaign, you can create a lookalike audience using your other campaign's audience that interacted before.   

What are business creative folders?

Business creative folders are a simple way to organize your ad creatives. For campaigns using more than one creative, you can group them in a folder and name them. You can also organize based on month, holiday, sales, etc. 

Brand safety and suitability

On Brand safety and suitability, you get two options: add your domain (request access to a client’s domain) and create block lists.

Adding a domain helps you claim your business on Facebook. To add yours, click Add and “Create a new domain.”

Copy/paste the meta-tag on your website’s root file header section to verify.

To request access, choose the second option, enter your client’s domain, and click “Request access.”

Leadsie also allows you to request access to your client’s Facebook pixel and domain. Here’s how to do that:

Using Blocklists, you can restrict places where you don’t want to show ads, for example, reels, in-stream videos, Instagram feeds, etc. If you want to restrict certain Facebook pages and profiles, you can also include them in a blocklist.

In the Registrations tab, you can manage any new Facebook pages you create; in Integrations, you can manage Facebook apps. 

Billing and payments

The Billing and payments section will take you to another window where you can review your ad accounts, add payment methods, and analyze payment activity.

Security centre

Keeping your account safe is your responsibility; therefore, you must make sure you use all security settings Meta provides. 

First, you should enable two-factor authentication which adds another layer of security to your Business Manager account. After enabling it, the business admins must enter a security code if they try to log in from a new device or browser. 

To enable two-factor authentication, go to Facebook’s personal settings > Security and log in from your personal account.

You can choose one of the options (authentication app recommended) to secure your account. 

Second, add another admin to help restore your account if you get locked out. Adding another admin is similar to inviting people. Make sure to choose a trusted partner and follow these steps: 

• Enter their email address 
• Grant them admin access (complete control)
• Assign them permissions to accounts

Third, you should verify your business on Facebook to access certain Meta developer features. You should have a legal business registered in a local entity to be eligible for business verification. Follow these steps to verify your business.

Finally, turn on the trusted domain email option to ensure that only people with your website business email address can log in without requiring your approval. 

 You’ll also see Notifications on the left sidebar. That’s where you’ll receive all notifications about the activities happening on your Business Manager.

And on Requests, you’ll review access requests from freelancers, agencies, and team members.  

Business Info

In the Business Info column, you’ll review and edit your business details. You can also find your Business Manager ID at the top. You can add your business name, website, tax ID, business mobile number, and more. 

To access all Facebook features, you should verify your business first. After you click “View Details,” it will take you to the Security Centre, where you’ll see more info for verifying your business. 

If not already done, enable two-factor authentication and verify your email address to secure your account.

So, this was a step-by-step walkthrough on how to set up your Business Manager and use it regularly. 

Business Manager connects many tools in one dashboard, so you’ll see no options for creating and editing. To be able to plan your ad campaigns, ecommerce store, events, etc., without any limitations, you’d want to navigate to their respective managers from the Business Manager menu.

How to request access to a client’s Meta Business Manager assets

If you’re a freelancer/agency who’ve recently onboarded a new client and you’ll be working on their Facebook business assets, then there are two ways you can request access to their Business Manager assets:

• Requesting access through Business Manager
• Sharing your Leadsie link

1. Request access through Business Manager

To access your client’s assets, navigate to the Partners tab, choose the second option, and click “Add.”

Make sure you have the asked things and click “Get Started.”

Enter your client details like their email, Business Manager ID, etc, and choose your business role.

Next, request access to assets you’d like to manage. Review everything and send it. 

Your client will receive a notification on their email and Facebook Business Manager. Once they confirm your request, you’ll get access. 

This method is straightforward, but it has two disadvantages: 

• Your client must have a Facebook Business Manager account set up.
• You should know their Business Manager ID. 

And if you lack one of the things, you can’t request access to their assets which can affect in onboarding them. That’s why we recommend the Leadsie way.

2. Share a Leadsie Link

Simply log in to your Leadsie dashboard and copy your link. In your case, it’s the  “Manage” access link, as you need access to their assets.

Now share your Leadsie link with your client. They’ll review your request and grant you access. 

Isn’t it easy and quick? That’s how by oversimplifying the process, Leadsie helps you onboard clients quickly. 

After your request is approved in both methods, you need to assign the assets to work on them. If you use Leadsie, you get assigned automagic-ally, here's how it works . 🪄

Follow this tutorial to learn how to self-assign yourself manually if you're doing it via Meta/Facebook: 

Meta Business Manager best practices

If you want to leverage Facebook Business Manager to the full extent and use Pixels and Ads effectively, you have to make sure your account doesn’t get banned. Here are some of the best practices to follow:

Enable two-factor authentication

As the account owner and freelancer/agency, you must protect your and your client’s assets. Unfortunately, there has been news of many Facebook Business Manager accounts getting hacked. 

You should enable two-factor authentication to avoid getting your account hacked or restricted. This way, whenever you or a team member tries to log in from a new browser, they must enter the security code first.  

Regularly review all settings

You could lose ownership if you leave your account unused for several days. So, you must regularly review all settings and keep the activity going through your Facebook Business Manager account.

Use Business asset groups 

Outsourcing different assets and permissions to many people can make it messy. Business asset groups make organizing the work easy. You create groups, name them based on the freelancer/agency and assign only the required permissions.

Regularly clean inactive members

If some of your team members have quit working, there’s no reason they should have access to your assets for various security reasons. So, you should regularly review all the team members' activity and filter inactive members. 

Follow the rules to avoid getting your account restricted

Facebook ad accounts getting restricted is frequent, but recovering it is a struggle. If you don’t want your ad account to get restricted, you must follow the best practices — from verifying your ownership to optimizing ad campaigns.

FAQs on Meta Business Manager

How many business manager accounts can i create.

You can only set up 2 Business accounts as a regular Facebook user. 

How to find your Meta Business Manager ID?

You can find your Meta Business Manager ID in the Business info section.

Or you can also find it in your Facebook business account URL: https://business.facebook.com/settings/business-resource-groups?business_id=XXXXXXXXXXXXXXX.

How to verify your ads account?

You must submit your selfie and a government-issued ID to verify your ads account. Verification is vital if you want to run ads. 

How to regain access to your Facebook Business page? 

You can submit an admin dispute request to regain lost access to a Facebook Business page. We’ve nailed down the process of regaining access to a Facebook page , follow if you want to regain access.

When to use Meta Business Suite?

The best use of Meta Business Suite is to manage Facebook and Instagram content. You can create and schedule content, respond to messages, comments, and review insights. 

Set up your (client’s) Meta Business Manager in 2 minutes

Manually setting up a Meta Business Manager is a tedious process, and it makes sense if you want to avoid doing that. The good news is, you don’t have to do that because Leadsie simplified everything for you. 

Even if your client doesn’t have a Facebook Business Manager account, they can create one in two clicks: 

You simply share your Leadsie link, and your client creates their account and grants you access. Leadsie saves you the headache of back-and-forth emails to onboard new clients. 

It’s more secure for everyone and saves a ton of time! Give it a try with our 14-day free trial…just enter your email in the box below! 

Useful? Share the article below 🙌

Ekta swarnkar.

Ekta Swarnkar is a freelance B2B writer for SaaS and marketing brands. She's helped various companies to grow their visibility, authority, and revenue with long-form, actionable content.

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