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Connecting Facebook Accounts to Lead Gen & CRM

Article: 000050458
Updated: July 18, 2024

Connect a Facebook Business page to your Lead Gen & CRM account so you can create social posts, monitor Facebook activity. and more

Before you can post to your Facebook account from within Lead Gen & CRM, you have to connect it to your account via your social media settings.

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.

Article Contents


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.

    Add social media connection
     
  4. Click the  facebook2.png  Facebook icon.

    Select Facebook Icon
     
  5. Log in to Facebook in the window that appears. 
    Note: If you are already logged in, you will be taken to the first permissions page.

    Log into your facebook account
     
  6. Click Continue as.

    Continue As button
     
  7. Choose to opt in to all current and future pages or current pages only. If you choose current pages only, select the pages you'd like to connect. 
  8. Click Continue.

    Select pages to opt in
     
  9. Review the permissions and click Save.

    Review permissions
     
  10. Click Got it.

    Facebook connected
     
  11. Choose the accounts would you like to connect in Lead Gen & CRM. 
  12. Click Done.

    Select Facebook pages to connect to Lead Gen & CRM
     

Note: If you change your password, you will need to re-establish your social media connection.


Removing Lead Gen & CRM as a Connected App within 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 . 
  4. Click Remove for the "Constant Contact - LeadGen&CRM" app.
  5. Click Remove.


Deleting Social Media Account Connections in Lead Gen & CRM

You can delete social media account connections as necessary.

  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 and click the  trash.png  Delete icon to the right of the account.

    Delete Facebook connection
     


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, an 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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