Facebook Integration SOP

SHE CRM Facebook Integration SOP

1. Provide Meta Access:

  1. To integrate Facebook leads into the CRM, please provide your Company Page Meta access to our Company Account Username: ( shesocialmediaagency )
  2. Facebook Company Account ( https://www.facebook.com/shesocialmediaagency/ )
  3. After providing Admin access, please inform SHE Technologies that the access has been given.

2. Campaign Form Design:

  1. The form must include the following headers:
    1. full_name
    2. phone_number
    3. city
  2. Definitions for each header:
    1. full_name: Client's name
    2. phone_number: Client's phone number
    3. city: Client's city
  3. Always use these exact headers when designing a campaign form. If a header consists of two words, join them with an underscore and use lowercase letters (e.g., father_name)