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Connecting Facebook Accounts to Lead Gen & CRM

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Leya Wood
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Lead Gen & CRM allows you to post to your social media accounts—but only after you connect your social media accounts to Lead Gen & CRM.

This article will detail how to connect and delete Facebook connections in Lead Gen & CRM.

Article Contents

Available With:
Trial ✓  
Essential ✓  
Advanced ✓  
Ultimate ✓  
Toolbar:
SettingsSettings
Users:
Administrators ✓  
Company Managers    
Marketing Managers    
Sales Managers    
Salespersons    
Jr. Salespersons    


Connecting Facebook to Lead Gen & CRM

You can connect Facebook business page accounts to Lead Gen & CRM. Be aware that personal Facebook pages cannot be connected.

To access social media settings in Lead Gen & CRM and connect Facebook business page accounts, do the following:

  1. Click  Settings in the left toolbar.
  2. Click Social Media, located under Features in the left menu.
  3. Click Add Connection.
  4. Click the  facebook2.png  Facebook icon.
  5. Log in to Facebook in the window that appears.
  6. Click Continue as.
  7. Choose who sees the posts that you publish through Lead Gen & CRM in the page that appears:

       •   Public
       •   Friends of Friends
       •   Friends    		    •   Only Me
       •   Custom
       •   Lists
  8. Click Choose what you allow to define what groups and pages you would like to publish to via Lead Gen & CRM. 
  9. Click OK. 
  10. Choose the accounts would you like to connect in Lead Gen & CRM. 
  11. Check or uncheck your managed pages.
  12. Click Done.
  
Important: Due to recent policy changes at Facebook, you can no longer publish posts to personal Facebook pages via Lead Gen & CRM or connect group pages. You can, however, still continue to post to public pages that you manage.
   
 
Note: If you are already logged in, you will be taken to the first permissions page.
   
 
Note: If you change your password, you will need to re-establish your social media connection.
   


Removing Lead Gen & CRM as a Connected App from Facebook

If you have already connected Facebook and would like to change the settings, you will need to remove Lead Gen & CRM as a connected app in Facebook.

To remove Lead Gen & CRM as a connected app in Facebook, do the following:

  1. Click  caret-down.png  Profile Settings > Settings & Privacy > Settings in the top-right corner of Facebook.
  2. Click Business Integrations in the menu on the left side of the screen.
  3. Click the checkbox next to the Lead Gen & CRM app. 
  4. Click Remove.
  5. Optionally, click the Also delete all posts... checkbox.
  6. Click Remove.
  7. Click Done.
    
 
 


Deleting Social Media Account Connections 

You can delete social media account connections as necessary.

To delete social media account connections from Lead Gen & CRM, do the following:

  1. Click  Settings in the left toolbar.
  2. Click Social Media, located under Features in the left menu.
  3. Hover over the social media account to be deleted. 
  4. Click the  trash.png  Delete icon to the right of the account.
  5. Repeat as necessary.
    
 
 


Tokens and Reconnecting

Facebook connections are based on tokens. Those tokens expire after 60 days. When they do, you will need to reconnect your account. 

As a preventative measure, email will be sent out to all administrators on the account 7 days before the connection is going to expire. The connections in the Social Media Settings page will also display About to Expire.

Scheduling posts more than 60 days in advance runs the risk that your connection will expire before those posts can be published. Constant Contact recommends only scheduling 60 days out to ensure that all posts you schedule are published.

  


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