Moray Connections organised a training day for museum and heritage centre volunteers in using Facebook to promote their organisations. This presentation provides a basic how to guide to setting up a facebook account, creating your profile, creating posts, adding images, and creating a facebook page.

1. Setting up and Using Facebook – A Moray Heritage Connections
Training Event

2. Why use Facebook?
• Connects you directly to your audiences
• Provides you with a social outlet for
communications
• Enables you to update your followers
immediately
• Enables you to communicate in real-time
• Helps to raise awareness of your organisation
• Helps to establish your brand

3. What do people want from Museums
on Facebook?
• To find out about up coming exhibitions
• To show support for the institution
• To help promote the museum
• If they were impressed by a visit and want to let
their friends know about it
• To get discounts or special offers
• To show friends they are cultured
• To demonstrate that the museum reflects their
tastes and views.

4. Creating a Facebook Profile
In order to use Facebook Pages for your
organisation you need to set up a Facebook
Profile first.
• What is a Facebook Profile?
Profiles represent the individual – You.
• What is a Facebook Page?
Pages are designed for businesses, organisations
and brands.

5. Visit www.facebook.com to create an account

6. To create an account you
need to complete the Sign
Up process first

7. You will need to complete the security check in order to
activate your account – Facebook may ask for a mobile
phone number in which to send you a security code.
You can edit your profile details later to remove your
mobile number from the site.

8. Insert your mobile number here and click ‘continue’

9. You will then receive a text message from
Facebook with a short security code –
you will need this to enter into the
Facebook website.

10. This box will appear for you to enter in your security code.
Once you have entered in the code click ‘confirm’.

11. You may be presented with this message – Friend
Requests Block for 14 days.
You can add friends based on the recommendations
Facebook makes, but will not be able to make Friend
Requests from the general public. You are still able
to ‘Like’ pages.
After 14 days you can start to make friend requests.

12. Once these steps have been completed you are now
able to use your Facebook account.

13. My Mother
My
Colleague
A Friend
Facebook will make Friend Recommendations for you –
If you do not
these are people who have some form of association
want to use
with you.
Facebook
personally you
can ‘Skip’ this
step.

14. Facebook will ask you if you would like to scan your Email account to find
friends who are on Facebook. Follow the steps if you wish to connect with
your contacts.
You can ‘Skip This Step’ if you do not want Facebook to find friends on your
email account.

15. You can enter in as
much detail about
yourself or as little
as you would like.
When entering in
your School details
Facebook will try to
connect you with
other pupils who
studied at this
school.
You can ‘Skip’ this
section.

16. Based on the
information you
provide Facebook
will make friend
recommendations.
You do not have to
add any friends at
this stage.
You can ‘Skip’ this
stage to complete
the set up of a
personal Facebook
profile.

17. If you are
planning on
using Facebook
– then it is
important that
you upload a
photo for your
profile picture.

18. By clicking on
‘Upload a Photo’
a dialogue box
will appear and
prompt you to
‘browse’ your
computer for a
photo.

19. Once you have
uploaded a photo you
can now click on ‘Save
& Continue’

20. The first screen you will see will look similar to this.
Here you can begin to add more detail about yourself, make friend requests, set your
privacy settings, and start to familiarise yourself with the Facebook system.

21. This space here is called your ‘Wall’ – this is
where all the posts from the people you are
friends with and the pages that you follow will be
displayed. It is like a news feed.
At first you will not have any posts on your Wall,
this will only happen once you start to make
friends and like pages.

22. This is your personal Facebook profile
timeline. This is what people will see when
they visit your profile page.

23. When you click on the logo When you click on your
‘Facebook’ it will always Name – this will take you
take you back to your Wall to your own personal
(or news feed). profile timeline.
When you click on Home
this will also take you back
to your Wall (or news
feed).
To access your Facebook account settings,
privacy settings, to access your Pages and to
log out you need to click on the downward
facing arrow next to the tab ‘Home’.

24. By clicking on the arrow we can access your
account and privacy settings.

25. Use the These are your Account Settings.
sidebar here
to navigate You can change all the details you provided when setting up the
around the account if you wish.
different
settings.

26. These are your Privacy
Settings.
You have 3 options
Public (anyone can see your
posts and profile)
Friends (only those people
you are friends with can see
your posts and profile)
And Custom (where you can
decide who sees what).
You can edit
each setting
by clicking on
‘Edit
Settings’

27. On clicking ‘Edit Settings’ a dialogue box will appear and prompt
you to decide who can and who cannot see your content, connect
with you and engage with your page.
There are typically 3 options – Friends, Friends of Friends and
Everyone.
Select ‘Friends’ if you wish to have a private profile.

28. On selecting ‘Custom Privacy’ this dialogue box will appear.
You will be able to control how visible you are on Facebook.
If you do not want anyone to connect with you or see your content
or details you will want to select ‘Only Me’ from the drop down
menu above.

29. If you would like to deactivate your account (or
delete it) you need to access your Account
Settings.

30. To deactivate
your account
you need to click To start the deactivation
on ‘Security’ process you need to click on
first. this link here and follow the
instructions.

31. This is what a typical Facebook wall looks like once you have started to make friends and
‘like’ pages.

32. On the lefthand side of the tool bar are 3 icons.
1. Friend Request Icon – symbolised by two heads
2. Private Messages – symbolised by a speech
bubble
3. Your notifications – symbolised by a globe.
Red Flags with numbers will appear when you have
a new friend request, private message or
notification.
Notifications – these are messages to alert you to
news and posts left by your friends and the pages
you like.

33. To create a Post you need to insert your text, photo or video into the ‘Status Update’
box at the top of your Wall.

34. Like so…

35. To add a photo or video – you
need to click on Add Photo/Video
across the top of the status
update dialogue box.
You will need to click on Browse
to select the image from your
computer to upload the image.

36. Your photo and message will then appear
on your profile timeline and your friend’s
wall’s.

37. If you want to draw attention to your
post you can select Highlight – this icon
will appear when you hover the mouse
over the post you wish to Highlight.

38. Your post will now appear across
the full width of your timeline.
Making it more visible for your
friends.

39. To edit your image or text, hide or delete
your post you need to click on the Pencil
Icon – which appears when you hover your
mouse over the post you wish to edit.

40. On your own Timeline and your friends Timeline profiles you can access content easily by
clicking on the boxes below.

41. Clicking on the ‘Photo’ box will let you see all the photos, photo albums and tagged
photographs shared on your own or your friends Facebook profile.

42. When you click on the ‘Likes’ box you can see all the pages that you or your friends
follow.

43. How to create a Facebook Page?
Next we will look at how you can create your own Facebook Page for your business,
organisation, community group or brand.

44. To create a page you can visit any organisations page such as HI-Arts Audience
Development and click on the link ‘+ Create a page’

45. You can also create a page
by visiting the home page
for Facebook and clicking
on the link ‘Create a Page’
here

46. First you need to select the type of page you want to create – it is recommended
that cultural and heritage organisations select ‘Company, Organisation or Institution’
when setting up a business page.

47. You will be asked to select a
category for your
organisation and enter in
your organisation/company
name.
You must tick the box to
agree with Facebook terms
and conditions to proceed.

48. First you need to
upload a profile
picture for your
page.
This might be
your business
logo, a photo, a
graphic or a
picture of you.

49. You will then need to add in information about your organisation. This is essential for
helping people to find out and to know what you do.

50. The last thing you need to do is consider what Facebook web address you want the
page to have.
This enables your page to be found more easily and makes it easier for you to promote
to others.
Warning: You can only set this ONCE – you cannot change the web address
after you have clicked ‘set address’.

51. Once you have completed those stages you now have a live organisation or business
page.

52. Unlike your personal profile account, you have access to an Admin Panel on your
Facebook Page. This lets you see how effective your Facebook posts and
engagement is.

53. You can hide your
admin panel by
clicking on the tab
‘hide’ above

54. With a Facebook Page you can include a Cover Photo as well as a profile picture.
This lets you create a more visually interesting Facebook Page.
By clicking on ‘Add
a Cover’ you can
select a photo from
your computer.

55. Once you have selected a photo or image you can then
drag the image around with your mouse to reposition
it. This is especially good for large photos.

56. In your Admin Panel you have a tab called ‘Edit Page’ which
will let you edit your information, manage permissions for
administrators, manage your notifications, and change back to
your personal profile account.

57. Your Admin Panel will tell you everything you need to know about your page.
You will see all the activity taking place on your page – called Notifications.
You will see who has ‘Liked’ you and how people have been engaging with your
Facebook Content. This is particularly important when monitoring the effectiveness
of Facebook for your organisation.

58. When you click on
‘Insights’ you will
see all the analytics
data about your
page.
This will tell you
how many people
like you, what your
potential reach is
across the
Facebook network,
and how many
people are talking
about your page.
This information is
also broken down
by individual post.

59. You can add as many people to ‘Administer’ your page as you would like. In order to
make someone (a colleague) an administrator they first need to ‘Like’ your page.
Under ‘Edit Page’ you need to select ‘Admin Roles’ in order to assign administrator
status.

60. Here you will see a list of the administrators for your page.
If you wish to add a new administrator you need to add their email address into the
dialogue box provided. They will then be able to manage, edit and monitor your page.

61. You can select
the type of role
your
administrator
has by clicking
on the
downward
facing arrow
next to the
word ‘Manager’

62. To remove an administrator from your page
you simply click on the ‘X’ next to the name of
the administrator you wish to remove and
click on save.

63. When using your page you are able
to leave friends and pages messages
using the name of your Page rather
then your personal name.

64. To return to using your personal
facebook profile you need to click on
the downward facing arrow and under
‘Use Facebook as’ select your name.

65. In future when you log into your Facebook
account and want to access your Facebook
Page – click on the arrow and under ‘Use
Facebook as’ select the page you want to
manage.

66. When you have finished using
Facebook ensure that you
have logged out.

67. When you return to use
Facebook again, you now
need to sign in using the
boxes above.

68. This was a basic overview of how to set up and use
Facebook and Facebook Pages.
Thank you for your time.
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