SoPost's Meta integration allows you to drive targeted sampling on Facebook and Instagram by instantly turning leads from Instant Forms into sample orders.
Required Meta permissions
Page access
Before setting up your Meta integration, you will need either one of the following access levels for the Page that you will run your lead generation ads from:
Partial access, including all of the following:
Content
Community activity
Messages and calls
Ads
Insights
Leads
Full control, including all of the following:
Everything
Leads
You can see your permissions by going to:
Meta Business Settings > Pages
Selecting the page your ads will run from
Click View
Leads access
Before setting up your Meta integration, you will need Leads access permission for the Page that you will run your lead generation ads from.
You can see whether you have Leads access by going to:
Meta Business Settings > Integrations > Leads access
Selecting the page your ads will run from
Click View
Troubleshooting tips
If you do not have any of those permissions, your Meta Business Admin will be able to grant you these permissions.
These guides from Meta will help you manage permissions in your Meta Business.
Required SoPost permissions
Before setting up your Meta integration, you will need to make sure you have the Integrations permission or have an Admin role.
You can see your permissions at:
Settings > People
Select your account in the table
Ensure that you have the Integrations permission or Admin role.
Adding the Meta integration
Part One: Connect your Page
To add the Meta integration, follow these steps:
Go to Campaign Manager > Integrations
Click Add integration
Choose Meta
Click Next
Click Continue
Log in with Facebook using the account that has the required permissions in your Business
If this is the first time you've connected your Page, Click Continue as (your name).
If you've previously connected a Facebook Page and you want to connect a new Page, click on Edit Settings. You can just skip this step if you don't want to connect a new Page.
Select the Business that you want to connect and click Next.
Select the Pages that you want to connect and click Next.
Check that all the options are enabled and click Done.
Click OK to go back to your SoPost account to complete the connection.
You will now see a list of the Pages available for you to connect. Select the Pages you want to connect and click Add pages.
Part Two: Assign SoPost as a Connected CRM
Your Meta Business Admin will need to add the SoPost CRM as a Connected CRM. This can only be done once your Customer Success Manager has created your Instant Form, but you will need to complete this before your campaign goes live to ensure that your leads can be picked up in your campaign.
Follow these steps to assign SoPost as a Connected CRM:
Go to Meta Business settings > Integrations > Leads Access > CRMs and click Assign CRMs.
Select SoPost or SoPost (US) and click Assign.
Click Done.
Make sure that whoever has connected the Page is also added to the People tab.
FAQs
How are leads sent to my SoPost account?
How are leads sent to my SoPost account?
SoPost uses Meta's webhook to get the leads collected on the Instant Forms you use for sampling campaigns only.
The webhook allows leads to be processed and converted into a sample request automatically. At no point is there any manual handling of any personally identifiable information. All data is encrypted using SSL (HTTPS), and data stores are encrypted at rest.
What permissions does the Meta app require?
What permissions does the Meta app require?
To retrieve leads from Meta and use them in your SoPost campaigns, the SoPost Meta app will require you to agree to the following permissions:
Permission | Why is it required? |
Access leads for your pages | This is required to retrieve leads from the Instant Forms used in your sampling campaigns. |
Create and manage content on your Page | This is required to be able to upload and use a cover image on your Instant Forms. |
Read content posted on the Page | This is required to display your Page's name and profile picture in previews. |
Create and manage ads for your Page | This is required to retrieve leads from the Instant Forms used in your sampling campaigns. |
Manage accounts, settings and webhooks for a Page | This is required to create the webhook that allows your SoPost account to retrieve the leads from the Instant Forms used in your sampling campaigns. |
Show a list of Pages you manage | This is required so you can choose the Page you want to connect to your SoPost account. |
Can SoPost staff access my Facebook Page?
Can SoPost staff access my Facebook Page?
No. Your dedicated Customer Success manager and SoPost staff will not be able to access your Facebook Page. Permissions are only required so your SoPost account can retrieve leads that you collect and convert those into sample requests.
What checks does the SoPost app go through?
What checks does the SoPost app go through?
Our Meta integration requires you to link the SoPost app to your Meta Business. The app has passed Meta’s App Review for the permissions needed to receive and process Instant Form data via Meta’s official APIs and webhooks.
SoPost is a Meta-verified Tech Provider, which means Meta has vetted our business so our app can access your Page and lead data only when you authorise it. To keep that access, Meta requires Business Verification and an annual Data Use Checkup.