Where account setup happens
There is no separate account setup page. Setup happens in two places:
- First-run onboarding, where you connect your Meta Business assets.
- Settings, then Profile, where you add your business details.
Start with onboarding when the account is new, then complete your business profile in Settings.
Your business profile
Open Settings, then Profile, to add your business details:
- Business name. One name is used across the product.
- Contact email.
- Website.
- Company type.
- EIN or company registration identifier/number.
- Industry.
- Regions of operation.
- Social media profile URLs.
- Business address: street, city, region, postal code, and country.
Fill these in completely before you launch. Later steps, including compliance reviews, use these details as you entered them.
Keep details consistent
Your public details appear on hosted pages, forms, confirmation messages, and the compliance items you submit later. Keep them accurate and matching your public website. Trust Center and A2P reviews compare what you submit against what your site shows. If the name or details differ, reviews can stall or fail.
There is no separate legal and public business name field. Use the same business name everywhere customers and reviewers can see it.
SMS opt-in page
An SMS opt-in page is provided for your account. It is a hosted page you can link from your forms wherever you collect SMS consent.
Team access
Invite teammates from Settings, then Team. Each person gets their own login. Never share an admin login, because shared accounts make it hard to tell who changed a setting or replied to a lead.
Roles and permissions are supported, on plans that include team access. Invitations can also be sent as a link if email delivery fails.
Before launch
Before sending traffic, confirm:
- Billing is active.
- The wallet has funds.
- The business profile is complete and matches your public website.
- The support or contact email works.
- The site is on the right domain, with privacy and terms links.
- The lead form submits end to end.
- The SMS opt-in page is linked where you collect consent.