Maximizing Your Facebook Integration in Conversations

This guide is designed specifically for users of our CRM platform who want to harness the power of Facebook integration to elevate their customer relationship management efforts. Whether you're an experienced marketer, a customer service professional, or a small business owner, this guide will provide you with step-by-step instructions on how to link your Facebook page, manage conversations, and utilize CRM tools to enhance communication and boost customer engagement.

Linking Your Facebook Page

Overview: By integrating your Facebook page with our CRM, you can manage all Facebook interactions directly from the CRM's conversation interface, ensuring that all customer communication is centralized.

Steps to Link Your Page:

1. Head to the integration settings within the CRM.

2. Choose the option to add a new account and select Facebook.

3. Follow the instructions to sign in to your Facebook account and allow the required permissions.

4. After connecting, verify that your Facebook and Instagram integration is active in the CRM settings.

Managing Facebook Conversations

Responding to Messages:

• You can directly respond to customers via Facebook messages from the contact conversation interface. Note: You can only initiate new messages with clients who have previously reached out to your business on Facebook.

Identifying Message Sources: Notifications for incoming messages will display the source platform, which is particularly useful for accounts connected to multiple messaging platforms.

Enhancing Your Messages:

• Attaching Files: Click the paperclip icon to include files or images.

• Inserting Links: Use the link icon to add hyperlinks.

• Adding Emojis: Click the smiley face icon to include emojis in your messages.

• Using SMS Templates: Click the paper icon to insert a pre-existing SMS template into your Facebook message.

• Requesting Payments: Click the money icon to send payment requests directly through Facebook messages.

Additional Actions:

• Click the + button to access and add custom values for personalized messaging.

Message Management Tools:

• Minimizing the Message Box: Click the four corners icon to collapse the message box.

• Archiving and Unarchiving Messages: Manage message storage with the archive and unarchive buttons.

• Organizing Messages: Use the 'Star' and 'Mark as Read' options to keep your messages organized.

• Deleting Conversations: Remove conversations permanently by using the 'Delete' option.