SHE CRM Facebook Integration SOP
1. Provide Partial Access:
- To integrate Facebook leads into the CRM, please provide your Company Page (partial
Access ) to our Company Account Username: ( shesocialmediaagency )
- Facebook Company Account ( https://www.facebook.com/shesocialmediaagency/ )
- After providing Admin access, please inform SHE Technologies that the access has been
given.
2. Campaign Form Design:
- The form must include the following headers:
- full_name
- phone_number
- city
- Definitions for each header:
- full_name: Client's name
- phone_number: Client's phone number
- city: Client's city
- Tracking / Hidden parameters :
- Company Name
- Project Name
- Campaign Name
- Area of Targetting
- 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).
- SHE will guide you further about the campaign form so the integration works properly.