Integration with Facebook(META): відмінності між версіями

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(Не показані 10 проміжних версій ще одного користувача)
Рядок 1: Рядок 1:
*Connecting a CRM to Facebook Messenger is easy and fast — just follow all the steps outlined in our setup guide.
*Connecting a CRM to Facebook Messenger is quick and easy — just follow all the steps outlined in our setup guide.*
*To get started, you’ll need a MVC HMS account, as well as a personal Facebook profile and a connected business account.
*To get started, you’ll need an MVC HMS account, a personal Facebook profile, and a connected Facebook Business account.*
*Everything works through a bot, which must be registered in accordance with the official rules.
Інструкція https://wiki.expertsolution.com.ua/index.php?title=%D0%86%D0%BD%D1%81%D1%82%D1%80%D1%83%D0%BA%D1%86%D1%96%D1%8F_%D0%B2%D0%B8%D0%BA%D0%BE%D1%80%D0%B8%D1%81%D1%82%D0%B0%D0%BD%D0%BD%D1%8F_CRM#%D0%94%D0%BE%D0%B4%D0%B0%D0%B2%D0%B0%D0%BD%D0%BD%D1%8F_Meta_%D1%81%D1%82%D0%BE%D1%80%D1%96%D0%BD%D0%BE%D0%BA


==Login to HMS==


*Go to the link [https://hms8.servio.support/MVC%20FACEBOOK/Account/Login Site HMS] and insert '''your credentials''' into form fields  
*Go to [https://hms8.servio.support/MVC_FACEBOOK/Account/Login [HMS MVC]] and enter your '''login credentials''' into the form fields.
[[Файл:Facebook new7.png|1450px|безрамки]]
----
==Add Meta Page==
*Follow the steps shown in the screenshot:
[[Файл:Facebook1.png|1450px|безрамки]]


* follow the steps on the screenshot
* Click on '''CRM'''
[[Файл:Facebook1.png|1450px|безрамки]]
# Click on '''Types of communication'''
*click on '''CRM'''
# Click on '''Meta-Pages'''
#click on '''Types of communication'''
# Click on '''New Page'''
#click on '''Meta-Pages'''
----
#click on '''New Page'''
===Facebook Authorization===


*A new pop-up window will appear where you need to log in with your Facebook account.


=Authorization Facebook=
*A new pop-up window will appear, where you need to log in with your Facebook account.
[[Файл:Facebook2.png|1450px|безрамки]]
[[Файл:Facebook2.png|1450px|безрамки]]
# click on the button '''Authorization via Facebook'''
 
<br>
# Click on the '''Authorization via Facebook''' button
<br>
----
 
[[Файл:Facebook3.png|1450px|безрамки]]
[[Файл:Facebook3.png|1450px|безрамки]]
#'''Select the company portfolio you want to add.'''
# '''Select the business portfolio you want to connect.'''
#'''click on continue'''
# '''Click on Continue.'''
<br>
----
<br>
 
[[Файл:Facebook4.png|1450px|безрамки]]
[[Файл:Facebook4.png|1450px|безрамки]]
#'''Choose the Pages you want ServioConnectorMsg to access'''
# '''Choose the Facebook Pages you want ServioConnectorMsg to access.'''
#'''click on continue'''
# '''Click on Continue.'''
<br>
----
<br>
 
[[Файл:Facebook5.png|1450px|безрамки]]
[[Файл:Facebook5.png|1450px|безрамки]]
#'''Choose the Instagram Accounts you want ServioConnectorMsg to access'''
# '''Select the Instagram accounts you want ServioConnectorMsg to access.'''
#'''click on continue'''
# '''Click on Continue.'''
<br>
----
<br>
 
[[Файл:Facebook6.png|1450px|безрамки]]
[[Файл:Facebook6.png|1450px|безрамки]]
#'''click on continue'''
# '''Click on Continue.'''
<br>
----
<br>
 
[[Файл:Facebook7.png|1450px|безрамки]]
[[Файл:Facebook7.png|1450px|безрамки]]
# '''Click on Continue.'''
----
[[Файл:Facebook new8.png|1450px|безрамки]]
# '''Click on Continue.'''
----
[[Файл:Facebook new9.png|1450px|безрамки]]
# '''Close the window.'''
----
[[Файл:Facebook new10.png|1450px|безрамки]]
# '''Our Meta Pages appeared in the table'''
----
=Message=
*To view messages received from Facebook or Instagram clients, follow the steps shown in the screenshot. 
[[Файл:Facebook new12.png|1450px|безрамки]]
* Click on '''CRM'''
# Click on '''Messages'''
# Click on '''Guests'''
# '''Leave the filters set to Facebook/Instagram.  '''
*All active chats with clients will be displayed here.

Поточна версія на 12:00, 3 грудня 2025

  • Connecting a CRM to Facebook Messenger is quick and easy — just follow all the steps outlined in our setup guide.*
  • To get started, you’ll need an MVC HMS account, a personal Facebook profile, and a connected Facebook Business account.*

Інструкція https://wiki.expertsolution.com.ua/index.php?title=%D0%86%D0%BD%D1%81%D1%82%D1%80%D1%83%D0%BA%D1%86%D1%96%D1%8F_%D0%B2%D0%B8%D0%BA%D0%BE%D1%80%D0%B8%D1%81%D1%82%D0%B0%D0%BD%D0%BD%D1%8F_CRM#%D0%94%D0%BE%D0%B4%D0%B0%D0%B2%D0%B0%D0%BD%D0%BD%D1%8F_Meta_%D1%81%D1%82%D0%BE%D1%80%D1%96%D0%BD%D0%BE%D0%BA

Login to HMS

  • Go to [HMS MVC] and enter your login credentials into the form fields.

Facebook new7.png

Add Meta Page

  • Follow the steps shown in the screenshot:

Facebook1.png

  • Click on CRM
  1. Click on Types of communication
  2. Click on Meta-Pages
  3. Click on New Page

Facebook Authorization

  • A new pop-up window will appear where you need to log in with your Facebook account.

Facebook2.png

  1. Click on the Authorization via Facebook button

Facebook3.png

  1. Select the business portfolio you want to connect.
  2. Click on Continue.

Facebook4.png

  1. Choose the Facebook Pages you want ServioConnectorMsg to access.
  2. Click on Continue.

Facebook5.png

  1. Select the Instagram accounts you want ServioConnectorMsg to access.
  2. Click on Continue.

Facebook6.png

  1. Click on Continue.

Facebook7.png

  1. Click on Continue.

Facebook new8.png

  1. Click on Continue.

Facebook new9.png

  1. Close the window.

Facebook new10.png

  1. Our Meta Pages appeared in the table

Message

  • To view messages received from Facebook or Instagram clients, follow the steps shown in the screenshot.

Facebook new12.png

  • Click on CRM
  1. Click on Messages
  2. Click on Guests
  3. Leave the filters set to Facebook/Instagram.
  • All active chats with clients will be displayed here.
Отримано з http://wiki.expertsolution.com.ua/index.php?title=Integration_with_Facebook(META)&oldid=9001