Facebook and Instagram by Meta quick guide

Facebook and Instagram by Meta lets you sell on both Facebook and Instagram and also provides you with important insights into your ad performance and customers.

To use Facebook and Instagram by Meta, your store needs to be on the Basic Shopify plan or higher. Before you can start using Facebook and Instagram by Meta, you need to set up a Facebook Business Manager that's connected to both your business's Facebook Page and an ad account that has an admin role for the Business Manager.

Note

If your store is paused or inactive but has an online store, then your customers can't checkout but you can install and set up Facebook and Instagram by Meta.

Requirements and eligibility

Before you install Facebook and Instagram by Meta you need to make sure your store meets these requirements. To install Facebook and Instagram by Meta you need to meet the following setup requirements:

• Have a Facebook account and an online store. If you don't have a Facebook account before you install the sales channel in your Shopify admin, then you're prompted to sign up for one.
• Set up a Facebook Business Manager and your business's Facebook page. The Facebook page needs to be published.
• Be the admin of both the Facebook Business Manager that owns a specific Facebook page and the Facebook page itself. Every Facebook business page can be owned only by a single Facebook Business Manager but you can be an admin on multiple Facebook pages, and access them all using a single Facebook Business Manager.

If you've never run ads with your personal ad account, then you need to create a new ad account inside Business Manager before you can create Facebook ad campaigns.

Facebook policies and processes

All products sold on Facebook, Instagram, and WhatsApp must comply with Facebook's Commerce Policies. If you want to advertise your products, then you must also comply with Facebook's Advertising Policies.

All products that are uploaded to Facebook and Instagram by Meta must go through Facebook's review process. If your product violates Facebook's policies, then your product might be removed from Facebook and Instagram by Meta.

Note

If you believe a product is incorrectly rejected, then you can request a review of a rejected item from Facebook's support team.

To sell on Facebook, you need to maintain a good Feedback Score. Your Feedback Score is determined using feedback from customers who make purchases on Facebook products, including Instagram, and the Audience Network.

If your business receives poor feedback scores on topics such as delivery speed, product quality, or customer service, then Facebook might display your ads less frequently on Facebook Commerce products.

Getting started with Facebook and Instagram by Meta

Note

Beginning June 5, 2023, newly-created Shops use Checkout with Facebook and Instagram in the United States.

If you have created Shops before June 5, 2023, then you have until April 24, 2024 to activate Checkout with Facebook or Instagram. Learn more about Changes to Shops on the Meta Business Help Center.

If you meet the eligibility requirements, then you can set up Facebook and Instagram by Meta.

There are three features that you can use to help you grow your business using Facebook and Instagram by Meta:

• Facebook Shop
  • Sell on your business's Facebook Page.
• Instagram Shopping
  • Stores that are based in the US can let their customers checkout on Instagram.
• Facebook Marketing
  • Set up Facebook Marketing.
  • Create a Meta pixel using Facebook and Instagram by Meta.
  • Add a Meta pixel to Facebook and Instagram by Meta.
  • Choose Facebook's customer data-sharing level.
  • Learn about tracking customers using the Facebook Conversions API.