Agent Facebook Business Page
Set-up Guide
IMPORTANT NOTES:
• This guide is for AGENTS only. If you are a Reg Rep, Eagle Advisor or a member
of a DBA, refer to Agency Portal for the guide the applies to you.
• This ppt file contains 2 Facebook Business Page set-up guides. View the
information on slide #2 to decide which version is right for you.
• Due to Facebook’s nature of frequently altering the layout and design of
particular pages and sections, it is possible that the screens pictured within this
guide may not 100% match your Facebook experience. If you need assistance,
contact the Social Networking Team, socialnetworking@newyorklife.com.
FOR INTERNAL USE ONLY
UPDATED MARCH 10, 2012
00459156
1
Within Existing or Separate Account?
Your Facebook Business Page can be created in the same login account that
contains your existing Personal Profile OR it can be created in a separate Facebook
account. Keep in mind that just because your Business Page and Personal Profile
are created within the same account does not mean viewers of your Business Page
will automatically be able to view your Personal Profile, and vice versa.
Socialware will NOT capture your personal profile content even if it resides in
the same login account as your Business Page.
Business Page within
Existing Account:
Business Page in a
Separate Account:
Guide found on pages 4-25
Guide found on page 27-51
• For those who have an existing
Facebook account containing a Personal
Profile.
• Easiest method of establishing a
Facebook Business Page
• Provides convenience allowing you to
access both your Business and Personal
FB presence through the same login
account.
• Allows you to easily invite your current
network of “Friends” to “like” your
Business Page.
• For those who do not have a Facebook
account.
2
Existing Account Guide
• Slides 4-25 of this ppt file are for those who would
like to create a Business Page within an existing
Facebook Account.
• Refer to slides 27-51 to view the set-up guide to
create a Business Page is a separate account.
3
Existing Account Guide
Step 1: Creating Business Page
While logged into your account that contains your
existing personal profile, go to
https://www.facebook.com/pages/create.php
4
Existing Account Guide
Step 2: Local Business or Place
• Click on the “Local Business or
Place” category box.
• Select ‘Local Business’ from the
drop down menu
• Input the name* of your Business
Page as you’d like it to appear on
your page. See below for preapproved page names.
• Input your office address and
phone #
• Check ‘I agree…’ and click ‘Get
Started’
*PRE-APPROVED BUSINESS PAGE NAMES
Jane Smith, Agent with New York Life
Jane Smith, Licensed Agent with New York Life
5
Existing Account Guide
Step 3: Profile Picture*
*You must have a valid license to use and upload any third party file or image into your sales material and/or advertising. You are
solely responsible for obtaining and clearing any and all such rights and for any infringement of a third party right, including any
copyright. New York Life Insurance Company or its affiliates will not be liable for any Infringement of any third party right of any kind.
• Upload or Import your profile
photo and click Continue.
• Your profile photo should be a
professional photo of yourself.
*You may NOT use the NYL logo as your
primary profile photo.
Agents may upload the NYL logo to a
Photo Album within the Business Page.
Cover Image
Profile Pic
6
Existing Account Guide
Step 4: About
This step may look a little different than screenshot below. If so, you will have an
opportunity to populate the remaining fields later in the Page set-up process.
Basic Info/About: (Required Language)
I am an Agent licensed to sell insurance
through New York Life Insurance Company.
Website:
Insert the URL address of your Emerald
website, your SMRU approved LinkedIn or
Twitter profile, newyorklife.com, and/or
other official, approved NYL websites.
Type of Place:
You may add the following sub-categories
to your Page:
• Business Services
• Estate Planning
• Insurance Agent
Page representing a business?
Select ‘Yes’
7
Existing Account Guide
Step 5: Username / Web Address
If you would like a Web Address that does not match a template example below, you
must submit your desired username to SMRU for approval before selecting.
Be sure to select a Username that is short and easy to remember and will not take
up too much space when used in print (i.e. email signature, stationary, posters, etc).
Pre-approved agent Usernames:
 JaneSmith
 JaneSmithNYL
 JaneSmithAgent
Existing Account Guide
Step 6: Enable Ads
Select Skip
You may not be presented with the ‘Enable Ads’ step at this time.
Facebook provides Business Page
owners with the option to create paid
ads within Facebook. Ads can be
created at any time.
Once your Facebook Business Page is
SMRU approved, it is recommended to
make full use of the free, built-in tools
and tactics to help you promote your
Page and grow your ‘fan’ base before
pursuing paid Ads.
Refer to the 1-pager entitled, My
Facebook Business Page is SMRU
Approved. Now What on the How To
page under the Social Networking
Learning Center on Portal for best
practices for growing your ‘fan’ base’:
https://www.ap.newyorklife.com/socialne
tworkinghowtos
Existing Account Guide
Timeline Tour
Facebook will guide you through some of the basic features
of the Business Page Timeline.
You may “Like” your
Business Page at this time.
10
Existing Account Guide
Tour (Cont.):
Inviting Friends & Contacts
Bypass these steps at this time and do
not send an invitation to your friends or
contacts to “Like” your new Business
Page until you’ve received an SMRU
approval for your Business Page and had
a chance to add basic content such as
your business and contact info, bio, a
have populated your Wall with a few
posts.
11
Existing Account Guide
Tour (Cont.): Share Something
This is the section of your Business Page
where you can posts SMRU pre-approved
content to your Wall.
It is recommended to post a variety of
content; ie financial tips, links to interesting
articles, videos, poll questions, etc.
Agents who are enrolled in Socialware
receive an email at the end of each month
with the latest library of pre-approved
content. Pre-approved content can also be
found on the Social Networking Portal site,
https://www.ap.newyorklife.com/socialnet
workingposts.
Important:
You are prohibited from making “historical
posts” to your Timeline that are business
related.
12
Existing Account Guide
Step 7: Admin Panel
You can access the “Admin Panel” at the top of your Business Page. To populate the
“About” section of Business Page, select ‘Edit Page’ > ‘Update Info’ as pictured below.
13
Existing Account Guide
Basic Information
“About” & “General Info” language is required and must be used as noted below.
Any changes to this material must be submitted to SMRU offline prior to use.
USERNAME (Recommended):
A custom, shortened URL for your Business
Page. Refer to slide #8 prior to creating
Username.
DESCRIPTION (Optional Language):
I became an Agent with New York Life
Insurance Company in <year> after working for
<number of years> in the <name industry>
industry.
I graduated from <college or university> in
<year> and am a proud member of the <name
of community> community. <Name> lives with
his <wife/husband> <children><pets>.
As a licensed Agent of New York Life Insurance
Company I offer a variety of products that can
help you meet a number of insurance and
financial needs, including, but not limited to
college funding, retirement, managing costs for
extended periods of care and lifetime income
strategies. Please contact me to help you fully
analyze your needs and recommend
appropriate solutions.
SUB-CATEGORIES:
You may add the following subcategories to your page:
• Business Services
• Estate Planning
• Insurance Agent
SHORT DESCRIPTION (Required):
I am an Agent licensed to sell insurance
through New York Life Insurance
Company.
GENERAL INFO (Required Language)
I am an Agent licensed to sell insurance
through New York Life Insurance
Company <AR/CA include Insurance
License #> and may be licensed with
various other independent unaffiliated
insurance companies in the states of
<states and insurance license numbers, if
applicable>. No insurance business may
be conducted outside the states
referenced.
Neither New York Life Insurance
Company, nor its agents, provides tax,
legal, or accounting advice. Please
consult your own tax, legal, or
accounting professional before making
any decisions.
Existing Account Guide
Manage Permissions
Please be sure to keep your Page Visibility open so SMRU can review your Page.
15
Existing Account Guide
Featured
See details below.
Many Business Page owners do not make use of the ‘Featured’ option.
16
Existing Account Guide
Resources
The primary item of interest on the Resources
section is the “Invite Email Contacts.”
Bypass this step at this time and do not send
an invitation to your contacts to “Like” your
new Business Page until you’ve received an
SMRU approval for your Business Page and
had a chance to add basic content such as
your business and contact info, bio, a couple
of Wall posts.
Once your Facebook Business Page is SMRU
approved, refer to the 1-pager entitled, My
Facebook Business Page is SMRU Approved.
Now What on the How To page under the
Social Networking Learning Center on Portal
for best practices for growing your ‘fan’ base:
https://www.ap.newyorklife.com/socialnet
workinghowtos
17
Existing Account Guide
Insights
Monitor the activity of your Facebook Business Page on a weekly/monthly basis.
Perhaps one month worked well because you were more active? Or, maybe the types of
content you were utilizing was more engaging?
Once 30 people like your Page, you'll get access to insights about your activity.
18
Existing Account Guide
Cover Photo
A Cover is the larger photo that appears at the top of your timeline, right above your Profile Picture. Your Cover photo
is the first thing people will see when they visit your Page. Choose a Cover Photo to best represent who you and your
business. Be creative! You can also download pre-approved Cover Photos from Agency Portal.
IMPORTANT: View slide #20 to read the Cover image rules.
You may use a Cover image of yourself, community, or pre-approved images from Agency Portal.
All other images must be submitted to SMRU for review and approval before uploading.
To add a Cover to your timeline:
1. Click Add a Cover
2. Choose whether you want to upload a new photo or pick a photo from 1 of your existing photo albums
3. Once you choose a photo, you can reposition it by clicking on the image and dragging it up or down
4. Click Save Changes
19
Existing Account Guide
Cover Photo FAQs
What Cover images can I use?
•
•
•
You may use a Cover image of yourself or your community.
You may also download pre-approved Cover images from the Facebook Photo Library Portal Page
https://www.ap.newyorklife.com/facebookpics
All other images must be submitted to SMRU for approval before uploading to Facebook.
What size should my Cover image be?
• The optimal Cover image size is 851 pixels wide by 315 pixels high.
• Cover images must be at least 399 pixels wide.
According to Facebook’s policy, what can’t I include in my Cover image?
• Price or purchase information, such as “Only $10 per month” or “Download here”
• Contact information, such as web address, email, phone number or other info intended for your
Page’s About section
• References to user interface elements, such as Like or Share, or any other Facebook site features
• Calls to action, such as “Get it now” or “Tell your friends”
What’s the difference between the Cover photo and a Profile Picture?
Your Profile Picture is the image that other Facebook users see next to your Business Page name
everywhere on the site. This is how people recognize you. Your cover is the large image at the top of
your timeline. This is your chance to feature a unique image that represents who you are or what you
care about.
20
Existing Account Guide
Sample Timeline with Cover Photo
21
Existing Account Guide
SMRU Approval
Once you’ve completed this ppt guide, be sure to submit your Facebook
Business Page URL to SMRU for review and approval. Submissions should
be made via the SMRU eRoom.
Include a Word doc containing your URL with your submission as the
eRoom will not accept a submission without an attachment.
New to the eRooms? Contact your dedicated SMRU Reviewer or refer to the
SMRU eRoom Submission Guide for ‘how to’ assistance with your submission.
eRooms: https://eroom.newyorklife.com
SMRU Reviewer Listing: https://www.ap.newyorklife.com/SMRUreviewers
SMRU eRoom Submission Guide:
https://www.ap.newyorklife.com/SMRUeRoomsubmissionguide
IMPORTANT: YOU MUST ALLOW THE SOCIALWARE APPLICATION TO
CONNECT WITH YOUR FACEBOOK PAGE IN ORDER TO RECEIVE AN
SMRU APPROVAL. SEE SLIDE #23 TO LEARN MORE.
22
Existing Account Guide
IMPORTANT: Socialware Authorization
Before you submit the URL of your
Facebook Business Page to SMRU for
review and approval, be sure to
configure your internet browser’s
proxy settings with Socialware AND
authorize the Socialware application
to connect with your page.
See Step 3 on the How to Enroll Portal
page for the Socialware instructional
guide.
https://www.ap.newyorklife.com/soci
alnetworkinghowtoenroll
Socialware's application allows agents
to have a social media business
presence while adhering to New York
Life, FINRA and SEC compliance and
regulatory requirements.
23
Existing Account Guide
Make the Most of Your Facebook Page
Visit the How To page on the Learning
Center section of the Social
Networking Portal site for helpful
instructional pieces including the PDF,
“My Facebook Business Page is
SMRU Approved. Now What?” to
learn effective tactics to populate,
brand, and promote your Page.
https://www.ap.newyorklife.com/socialnetworkinghowtos
24
Existing Account Guide
Contacts
For “How to” assistance pertaining to setting up your
Facebook Business page, contact the Social Networking
Team at SocialNetworking@newyorklife.com.
For compliance related questions or help with your eRoom
submission, contact your dedicated SMRU Reviewer.
SMRU Reviewer Directory:
https://www.ap.newyorklife.com/SMRUreviewers
THIS SLIDE CONCLUDES THE GUIDE FOR CREATING A
BUSINESS PAGE IN AN EXISTING ACCOUNT.
FOR INTERNAL USE ONLY.
25
Separate Account Guide
• The following slides, 27-51 are for
those who would like to create a
Business Page in a separate Facebook
account.
26
Separate Account Guide
Step 1: Facebook Business Page
• If you have an existing Facebook account, make
sure you are logged out.
• Go to https://www.facebook.com/pages/create.php
27
Separate Account Guide
Step 2: Local Business or Place
• Click on the “Local Business or
Place” category box.
• Select ‘Local Business’ from the
drop down menu
• Input the name* of your
Business Page as you’d like it to
appear on your page. See below
for pre-approved page names.
• Input your office address and
phone number.
• Check ‘I agree…’ and click ‘Get
Started’
*PRE-APPROVED BUSINESS PAGE NAMES
Jane Smith, Agent with New York Life
Jane Smith, Licensed Agent with New York Life
28
Separate Account Guide
Step 3: Establish Email Account
• Select ‘I do not have a
Facebook account’
• Input the email address
and password that you
would like to use to login to
your account.
• Complete the remainder
of the page and click, “Sign
Up Now!”
29
Separate Account Guide
Step 3 (Cont): Email Confirmation
• Facebook will send you an email with a link to confirm your
account registration.
• Open the email and click on the confirmation link.
• If you receive an error message, you can access your Facebook
account by logging in through www.facebook.com.
30
Upon confirming your email address, Facebook may redirect you
to a page to purchase ads. If you see the below screen, click
“Facebook Page” in the center of the screen to skip this step.
If you do not see the below screen, refer to slide #33 to
continue with the remainder of the guide.
31
Select “or manage your existing Pages”
located towards the top right of the screen.
You may not see this screen.
32
Separate Account Guide
Step 4: Profile Picture*
*You must have a valid license to use and upload any third party file or image into your sales material and/or advertising. You are
solely responsible for obtaining and clearing any and all such rights and for any infringement of a third party right, including any
copyright. New York Life Insurance Company or its affiliates will not be liable for any Infringement of any third party right of any kind.
• Upload or Import your profile
photo and click Continue.
• Your profile photo should be a
professional photo of yourself.
*You may NOT use the NYL logo as your
primary profile photo.
Agents may upload the NYL logo to a
Photo Album within the Business Page.
Cover Image
Profile Pic
33
Separate Account Guide
Step 5: About
This step may look a little different than screenshot below. If so, you will have an
opportunity to populate the remaining fields later in the page set-up process.
Basic Info/About: (Required Language)
I am an Agent licensed to sell insurance
through New York Life Insurance Company.
Website:
Insert the URL address of your Emerald
website, your SMRU approved LinkedIn or
Twitter profile, newyorklife.com, and/or
other official, approved NYL websites.
Type of Place:
You may add the following sub-categories
to your Page:
• Business Services
• Estate Planning
• Insurance Agent
Page representing a business?
Select ‘Yes’
34
Separate Account Guide
Step 6: Username / Web Address
If you would like a Web Address that does not match a template example below, you
must submit your desired username to SMRU for approval before selecting.
Be sure to select a Username that is short and easy to remember and will not take
up too much space when used in print (i.e. email signature, stationary, posters, etc).
Pre-approved agent Usernames:
 JaneSmith
 JaneSmithNYL
 JaneSmithAgent
Separate Account Guide
Step 7: Enable Ads
Select Skip
You may not be presented with the ‘Enable Ads’ step at this time.
Facebook provides Business Page
owners with the option to create paid
ads within Facebook. Ads can be
created at any time.
Once your Facebook Business Page is
SMRU approved, it is recommended to
make full use of the free, built-in tools
and tactics to help you promote your
Page and grow your ‘fan’ base before
pursuing paid Ads.
Refer to the 1-pager entitled, My
Facebook Business Page is SMRU
Approved. Now What on the How To
page under the Social Networking
Learning Center on Portal for best
practices for growing your ‘fan’ base’:
https://www.ap.newyorklife.com/socialn
etworkinghowtos
Separate Account Guide
Tour: Inviting Contacts
Facebook may guide you through some of the basic features of the Business Page
Timeline. If you are not provided with this brief feature tour, skip to slide #36.
Bypass these steps at this time and do
not send an invitation to your contacts to
“Like” your new Business Page until
you’ve received an SMRU approval for
your Business Page and had a chance to
add basic content such as your business
and contact info, bio, a have populated
your Wall with a few posts.
37
Separate Account Guide
Tour: Share Something
This is the section of your Business Page
where you can posts SMRU pre-approved
content to your Wall.
It is recommended to post a variety of
content; ie financial tips, links to interesting
articles, videos, poll questions, etc.
Agents who are enrolled in Socialware
receive an email at the end of each month
with the latest library of pre-approved
content. Pre-approved content can also be
found on the Social Networking Portal site,
https://www.ap.newyorklife.com/socialnet
workingposts.
Important:
You are prohibited from making “historical
posts” to your Timeline that are business
related.
38
Separate Account Guide
Step 8: Admin Panel
You can access the “Admin Panel” at the top of your Business Page. To populate the
“About” section of Business Page, select Manage > Edit Page as pictures below.
39
Separate Account Guide
Basic Information
“About” & “General Info” language is required and must be used as noted below.
Any changes to this material must be submitted to SMRU offline prior to use.
USERNAME (Recommended):
A custom, shortened URL for your Business
Page. Refer to slide #33 prior to creating
Username.
DESCRIPTION (Optional Language):
I became an Agent with New York Life
Insurance Company in <year> after working for
<number of years> in the <name industry>
industry.
I graduated from <college or university> in
<year> and am a proud member of the <name
of community> community. <Name> lives with
his <wife/husband> <children><pets>.
As a licensed Agent of New York Life Insurance
Company I offer a variety of products that can
help you meet a number of insurance and
financial needs, including, but not limited to
college funding, retirement, managing costs for
extended periods of care and lifetime income
strategies. Please contact me to help you fully
analyze your needs and recommend
appropriate solutions.
SUB-CATEGORIES :
You may add the following subcategories to your page:
• Business Services
• Estate Planning
• Insurance Agent
SHORT DESCRIPTION (Required):
I am an Agent licensed to sell insurance
through New York Life Insurance
Company.
GENERAL INFO (Required Language)
I am an Agent licensed to sell insurance
through New York Life Insurance
Company <AR/CA include Insurance
License #> and may be licensed with
various other independent unaffiliated
insurance companies in the states of
<states and insurance license numbers, if
applicable>. No insurance business may
be conducted outside the states
referenced.
Neither New York Life Insurance
Company, nor its agents, provides tax,
legal, or accounting advice. Please
consult your own tax, legal, or
accounting professional before making
any decisions.
Separate Account Guide
Manage Permissions
Please be sure to keep your Page Visibility open so SMRU can review your Page.
41
Separate Account Guide
Featured
See details below.
42
Separate Account Guide
Resources
The primary item of interest on the Resources
section is the “Invite Email Contacts.”
As mentioned on Step #7, bypass this step at
this time and do not send an invitation to your
contacts to “Like” your new Business Page
until you’ve received an SMRU approval for
your Business Page and had a chance to add
basic content such as your business and
contact info, bio, a couple of Wall posts.
Once your Facebook Business Page is SMRU
approved, refer to the 1-pager entitled, My
Facebook Business Page is SMRU Approved.
Now What on the How To page under the
Social Networking Learning Center on Portal
for best practices for growing your ‘fan’ base’:
https://www.ap.newyorklife.com/socialnet
workinghowtos
43
Separate Account Guide
Insights
Monitor the activity of your Facebook Business Page on a weekly/monthly basis.
Perhaps one month worked well because you were more active? Or, maybe the types of
content you were utilizing was more engaging?
Once 30 people like your Page, you'll get access to insights about your activity.
44
Separate Account Guide
Cover Photo
A Cover is the larger photo that appears at the top of your timeline, right above your Profile Picture. Your Cover photo
is the first thing people will see when they visit your Page. Choose a Cover Photo to best represent who you and your
business. Be creative! You can also download pre-approved Cover Photos from Agency Portal.
IMPORTANT: View slide #46 to read the Cover image rules.
You may use a Cover image of yourself, community, or pre-approved images from Agency Portal.
All other images must be submitted to SMRU for review and approval before uploading.
To add a Cover to your timeline:
1. Click Add a Cover
2. Choose whether you want to upload a new photo or pick a photo from 1 of your existing photo albums
3. Once you choose a photo, you can reposition it by clicking on the image and dragging it up or down
4. Click Save Changes
46
Separate Account Guide
Cover Photo FAQs
What Cover images can I use?
•
•
•
You may use a Cover image of yourself or your community.
You may also download pre-approved Cover images from the Facebook Photo Library Portal Page:
https://www.ap.newyorklife.com/facebookpics
All other images must be submitted to SMRU for approval before uploading to Facebook.
What size should my Cover image be?
• The optimal Cover image size is 851 pixels wide by 315 pixels high.
• Cover images must be at least 399 pixels wide.
What can’t I include in my Cover image?
• Price or purchase information, such as “Only $10 per month” or “Download here”
• Contact information, such as web address, email, phone number or other info intended for your
Page’s About section
• References to user interface elements, such as Like or Share, or any other Facebook site features
• Calls to action, such as “Get it now” or “Tell your friends”
What’s the difference between the Cover photo and a Profile Picture?
Your Profile Picture is the image that other Facebook users see next to your Business Page name
everywhere on the site. This is how people recognize you. Your cover is the large image at the top of
your timeline. This is your chance to feature a unique image that represents who you are or what you
care about.
47
Separate Account Guide
Sample Timeline with Cover Photo
48
Separate Account Guide
SMRU Approval
Once you’ve completed this ppt guide, be sure to submit your Facebook
Business Page URL to SMRU for review and approval. Submissions should
be made via the SMRU eRoom.
Include a Word doc containing your URL with your submission as the
eRoom will not accept a submission without an attachment.
New to the eRooms? Contact your dedicated SMRU Reviewer or refer to the
SMRU eRoom Submission Guide for ‘how to’ assistance with your submission.
eRooms: https://eroom.newyorklife.com
SMRU Reviewer Listing: https://www.ap.newyorklife.com/SMRUreviewers
SMRU eRoom Submission Guide:
https://www.ap.newyorklife.com/SMRUeRoomsubmissionguide
IMPORTANT: YOU MUST ALLOW THE SOCIALWARE APPLICATION TO
CONNECT WITH YOUR FACEBOOK PAGE IN ORDER TO RECEIVE AN
SMRU APPROVAL. SEE SLIDE #49 TO LEARN MORE.
49
Separate Account Guide
IMPORTANT: Socialware Authorization
Before you submit the URL of your
Facebook Business Page to SMRU for
review and approval, be sure to
configure your internet browser’s
proxy settings with Socialware AND
authorize the Socialware application
to connect with your page.
See Step 3 on the How to Enroll Portal
page for the Socialware instructional
guide.
https://www.ap.newyorklife.com/soci
alnetworkinghowtoenroll
Socialware's application allows agents
to have a social media business
presence while adhering to New York
Life, FINRA and SEC compliance and
regulatory requirements.
50
Separate Account Guide
Make the Most of Your Facebook Page
Visit the How To page on the Learning
Center section of the Social
Networking Portal site for helpful
instructional pieces including the PDF,
“My Facebook Business Page is
SMRU Approved. Now What?” to
learn effective tactics to populate,
brand, and promote your Page.
https://www.ap.newyorklife.com/socialnetworkinghowtos
51
Separate Account Guide
Contacts
For “How to” assistance pertaining to setting up your Facebook Business
page, contact the Social Networking Team at
SocialNetworking@newyorklife.com.
For compliance related questions or help with your eRoom submission,
contact your dedicated SMRU Reviewer or visit the SMRU eRoom
Reference Material page for a quick reference guide for submitting items
via eRoom
SMRU Reviewer Directory:
https://www.ap.newyorklife.com/SMRUreviewers
SMRU eRoom Reference Material Page:
https://www.ap.newyorklife.com/SMRUeRoomReferencePage
FOR INTERNAL USE ONLY.
52