How do I setup Facebook integration?

▼ This feature is available for the Headquarters user access roles only
View User account types for more info

MHub CRM's Facebook integration works seamlessly using the available Facebook API from Facebook. When you connect your Facebook account, you are able to:

• Automate lead generation from your Facebook form to MHub CRM
• View ads from your Facebook campaigns (insights)

MHub CRM will take all your connected leads and ads into account, adding them up to an overall sum so you are able to see the performance of your MHub campaign in the campaign listing section and Marketing reports section. 

Automate lead generation

To automate lead generation, authorise the relevant Facebook admin account for the Facebook Page where you have the forms already set up. 

Before authorisation, make sure that the Facebook user has all the necessary permissions:

Adding task access/Facebook access to a Facebook user

1. 1. Go to Facebook, and switch as your page
   2. Click on your profile page, choose Settings & privacy, and then click on Settings
      (https://www.facebook.com/settings?tab=profile_access)
   3. Select New Page Experience and add the user as People with Facebook access by searching name, and choose Allow this person to have full control
      
      
   4. Enter your Facebook page password and an invitation will be sent to the added Facebook user
   5. The Facebook user should receive the invitation in Facebook notification, he/she has to accept the invitation within 30 days
      

Adding a Facebook user to your Meta business account

1. Go to Meta Business Suite, click on Settings and select People from the sidebar (https://business.facebook.com/latest/settings/business_users)
2. Click on Add people button on the top right
3. Key in the Facebook user's email address and click Next
4. Change Full control dropdown to Manage and click Next
5. Assign the Facebook page to this Facebook user and click on the arrow to expand
6. Click on the toggle for "Leads" and "Full control"
7. Click Next and send the invitation to the Facebook user
8. The Facebook user should receive the email invitation, he/she has to accept the invitation to be added to your Meta business account

For Classic Page, make sure the Facebook user is an Admin or Editor in the Page roles section in the Page Settings (facebook.com/yourpage/settings)

Once the previous steps have been completed, you may proceed to authorise in MHub CRM under Facebook settings.

Integrating your Facebook account with MHub CRM

1. Click the Settings icon on the side menu bar 
2. Click the Facebook settings option at the secondary navigation bar on the left
3. Click Authorise
4. Login with the Facebook user account
5. Select the business account that you want to connect and click Continue
6. Select the page or pages that you want to connect and click Continue
7. Give our app all permissions and click Save
8. Once done, you'll be redirected back to MHub CRM
9. Click the Campaigns icon on the side menu bar 
10. Click on any campaign in the list
11. Click on the New channel > Facebook form button on the right-hand side at the forms section
12. Select a page and form
13. Click Next
14. Map Facebook form fields to MHub CRM fields
15. Click Link

You will see MHub Lead under Integrations > Leads Access >  {Your Page Name} > CRMs, after authorisation is successful. (https://business.facebook.com/settings/leads-accesses)

All leads will be created from submissions of any linked forms. To view, head to the leads section. To unlink, click on the more options ellipsis on the right side of the form card and select unlink.

Make sure to reauthorise to keep your data access token from expiring so that you will not have any missing leads generated from Facebook.

Link Facebook campaigns

To view ads from your Facebook campaigns, you will need to add them as a channel on the campaign page.

1. Click the Campaigns icon on the side menu bar 
2. Click on any campaign in the list
3. Click on the New channel > Facebook Ad insights button on the right-hand side at the channels section
4. Select the campaign you would like to link (the options you see are taken from Facebook)
5. Click link

All linked ads will show

• Facebook Campaign name
• Schedule
• Reach
• Post engagement 
• Budget
• Actual spent

To unlink, click on the more options ellipsis on the far right of the row and select unlink.

Why is my Facebook form’s channel status showing Inactive?

Why can't I see the Facebook page dropdown list when attempting to link a Facebook form in Campaign even though the user account was successfully authorised previously?

With the Facebook Graph and Marketing API update on Sept 15, 2023 (v17.0), Facebook access or Task access will need to be added to the user account under Settings > New Pages Experience in order for us to list the Facebook pages accessible by the user account. Please make sure to add Facebook access with the steps "Adding task access/Facebook access to a Facebook user" mentioned above. 

Help! The Facebook user's name did not appear in the search result when I tried to search for the user to add Task access or Facebook access.

Most likely the Facebook user you're searching for already has a business account access. In this case, to be able to see the name in the search result, you'll need to first remove the business account access from the Facebook user and add him/her back with another business account access holder.

1. Go to Meta Business Suite, click on Settings and select People from the sidebar (https://business.facebook.com/latest/settings/business_users)
2. Select the Facebook user's name
3. Click on the ellipsis button
4. Click Remove from business account
   
   
5. Then, you may proceed to add Facebook access to this Facebook user under Settings > New Pages Experience
6. After the Facebook user has accepted the invitation, you can add the Facebook user back to your business account with another business account access holder
7. Lastly, authorise this Facebook user account in MHub CRM's Facebook integration

If the steps above don't work, the Facebook account in question might have been recently created or has not been indexed by Facebook correctly. We recommend adding or re-adding the Facebook user as your friend and then attempting the process again. This may resolve the issue.

Why can't I re-authorise Facebook integration with the same user account?

Make sure the Facebook user has all the necessary permissions (more info here). The Facebook user should have lead access, Facebook access and Business account access. Please follow the steps above closely to make sure no errors in the authorisation process.