Meta & Shopify Add Setup
This guide walks you through setting up your Facebook Page, Meta Business Portfolio, Shopify–Meta connection, product catalog, and first Meta advertising campaign.
1. Create a Facebook Page
Go to Facebook → Create Page.
Select Business or Brand.
Enter:
Page Name: Your store or brand name
Category: For example, Clothing Store or E-commerce Website
Add your:
Profile Picture: Your brand logo
Cover Photo: Your brand cover image
About Information: Website URL, business description, and contact details
Complete the Page setup.
2. Set Up Meta Business Portfolio
Go to Meta Business Suite → Create Account.
Enter your business name, name, and business email.
Verify your email address.
Go to Business Settings → Accounts → Pages.
Add or claim the Facebook Page you created.
Go to Accounts → Ad Accounts → Create New Ad Account.
Configure:
Ad Account Name
Time Zone
Currency
Go to Users → People and invite team members if required.
Assign the appropriate permissions, such as Admin, Advertiser, or Analyst.
Go to Payments and add a payment method to the ad account.
Note: Choose the correct time zone and currency when creating the ad account, as these settings may not be changeable later.
Expected Result:
Your Meta Business Portfolio, Facebook Page, Ad Account, users, and payment method are configured.
3. Connect Shopify with Meta
3.1 Install Facebook & Instagram Channel
In Shopify Admin, go to Settings → Apps and sales channels.
Open the Shopify App Store and search for Facebook & Instagram by Meta.
Install and open the app.
Click Get Started.
Log in using the Facebook account that has admin access to your Meta Business Portfolio.
Select:
Business Portfolio
Facebook Page
Instagram Account
Ad Account
Under Data Sharing, select Maximum.
Accept the terms and complete the setup.
4. Sync Products & Set Up Product Catalog
4.1 Enable Products for Meta
Go to Shopify Admin → Products.
Select the products you want to advertise.
Click Bulk Edit or Publishing → Manage Sales Channels.
Select Facebook & Instagram.
Click Save.
Note: Only products available to the Facebook & Instagram sales channel can be synced to Meta.
Expected Result:
Selected Shopify products are available for synchronization with Meta.
4.2 Verify the Meta Catalog
Go to Meta Business Settings → Data Sources → Catalogs.
Select the Shopify-created catalog.
Click Open in Commerce Manager.
Go to Items or Data Sources.
Verify that your Shopify products are appearing correctly.
Expected Result:
Your Shopify products are successfully synced and available in the Meta Product Catalog.
5. Campaign Structure & Launch
5.1 Choose Campaign Objective
In Meta Ads Manager → Create:
Select Sales as the campaign objective.
Choose:
Advantage+ Shopping Campaign for automated e-commerce optimization, or
Manual Sales Campaign when more control over campaign settings is required.
Note: The Sales objective is recommended when the goal is to drive purchases from your Shopify store.
Expected Result:
A Sales campaign is created and ready for configuration.
5.2 Configure Campaign & Ad Set
Set Conversion Location to Website.
Select your Shopify Pixel/Dataset.
Choose Purchase as the conversion event.
Select your synced Shopify Product Catalog.
Set your:
Budget
Audience
Target Location
Use Advantage+ Placements where appropriate.
Expected Result:
The campaign is connected to your Shopify tracking setup and product catalog and is configured to optimize for purchases.
5.3 Create Product Ad
At the Ad level:
Select your Facebook Page Account.
Select the Catalog/Dynamic Product Ad option.
Add your primary ad text.
Select Shop Now as the call-to-action.
Review the product preview.
Verify that the following information is displayed correctly:
Product image
Product name
Price
Availability
Expected Result:
The ad dynamically displays products from your Shopify Product Catalog.
5.4 Review & Publish
Review the campaign settings, audience, catalog, and ad preview.
Check for any warnings or errors.
Confirm that all product information is correct.
Click Publish.
Note: Meta may review the campaign before it starts delivering.
Expected Result:
The campaign is submitted to Meta for review and can begin delivering once approved.