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Client guide · About 15 minutes · Do it once

Connect Facebook and set up your account

Your ads leads, messages and follow ups all run through your own account at app.huntvisuals.com. Before any of that works, Facebook has to be linked to it, and only you can do that part, because it's your page. This is every click, with a picture of each screen, plus the two bits of information we need you to fill in.

Where it lives

app.huntvisuals.com on a laptop. Not the phone app for this one, the Facebook step needs a proper browser.

The rule that matters

Use Safari. Chrome opens the Facebook window and then quietly shuts it with nothing connected. Safari just works.

What we need back

Facebook connected, your business details filled in, your people added, and one message to say it's done.

Your progress

Before you start. What you're actually connecting

Thirty seconds of reading that makes the Facebook screens make sense.

Your Facebook is one personal login, and your business hangs off it like a company under a holding company. Meta calls the middle layer a business portfolio. Under it sit the things the business owns: the page, the Instagram, the ad account.

Leads come off the page, because that's where the ads run from. So the page is the one we tick. Your personal profile, your friends, your photos, none of it is involved and none of it is visible to us.

You, your personal Facebook loginNot shared. You just sign in with it
Your business portfolioMeta Business Suite
Facebook pageTick this one
InstagramComes with the page
Ad accountNot needed here

Part 1. Get in

Two minutes, and the browser choice that saves you twenty.

Steps 1 to 2

When we set your account up you get an email inviting you in. It's from Hunt Visuals and it has a button to set your password. Search your inbox for app.huntvisuals.com if you can't see it, and check junk.

  1. Open the invite email and click the button to set your password.
  2. Already done this for the leads app? Same login. Skip to step 2.
  3. No invite? Message us and we'll resend it. Takes us ten seconds.

This is the bit people lose half an hour on. The Facebook connection opens in a pop up window, and Chrome tends to close that window before it finishes, so you click Connect, something flashes, and nothing's connected. Safari on a Mac doesn't do that.

  1. On a Mac, open Safari and go to app.huntvisuals.com. Log in.On Windows use Edge or Firefox. If you only have Chrome, see the snag list at the bottom before you start.
  2. In a new tab, go to facebook.com and make sure you're logged in as you, the person who's an admin on the business page.If someone else's Facebook is logged in on that browser, log them out first. Facebook connects whichever account is signed in, and it won't be the one with your page on it.
  3. Leave both tabs open and come back to the app.
Open app.huntvisuals.com

Part 2. Connect Facebook

The one only you can do. Five minutes, and every lead from every ad comes through it.

Steps 3 to 4

You're giving the system permission to see the leads that come off your page's ad forms and to answer messages on your behalf. It's a permission on your account, not a password, and you can pull it back from Facebook any time. The pictures below are drawn, not screenshots, so colours will differ but the words and positions match.

!
Leave every permission switched on. Facebook shows a list of things the app is allowed to do. Turn any of them off and leads stop arriving, and we'll have to ask you to do this again.
  1. In the app, click Settings. It's the very last thing in the left hand menu, right at the bottom with a cog next to it.
    The app, left hand menu
    Dashboard
    Conversations
    Calendars
    Contacts
    Opportunities
    Payments
    Reporting
    Mobile App
    Settings
    Dashboard
    Opportunities

    No data yet

    Conversion

    0%

  2. Click Integrations. It's the last item in the settings list, under Other settings. Then find the Facebook box and click Connect.
    Settings, then Integrations
    Go Back
    My business
    Business Profile
    Billing
    My Staff
    Business services
    Calendars
    Phone System
    Other settings
    Custom Fields
    Domains
    Integrations
    Integrations
    Google

    Drive, Sheets, Gmail

    Connect
    Facebook

    Auto-sync ad leads, manage DMs and comments

    Connect
    LinkedIn

    Lead gen ads

    Connect
    WhatsApp

    Messaging

    Connect
    Nothing opened when you clicked Connect? Safari blocked the pop up. Look for the small icon at the left of the address bar, click it, allow, then click Connect again.
  3. A Facebook window opens. Click Continue as your name. If it asks you to log in, use your own Facebook login.
  4. When it asks which pages to use, pick your business page. If it offers Opt in to all current and future pages, that's fine too.
  5. On the permissions screen, leave everything on and click Done, then OK.
    Facebook's window, the permissions screen
    fWhat is LeadConnector allowed to do?
    Manage your Pages
    Access leads for your Pages
    Send and manage messages
    Manage ads for your ad accounts
    Read content posted on the Page
    Done
    The app is called LeadConnector on Facebook's screens. That's the system behind app.huntvisuals.com, it's the right one.
  6. Back in the app, a window called Automatically sync your leads from Facebook & Instagram to your CRM lists your pages. Tick your business page, leave Sync Time on New Leads, and click Update and Continue.
    Back in the app, pick the page
    Automatically sync your leads from Facebook & Instagram to your CRM
    Select page(s)Connection
    Your old page113118421779806
    Your business page164746906732572
    A page you help run829623353564945
    CancelUpdate and Continue
    See the little Instagram badge next to your page? That's your Instagram, already linked to the page, coming along for free. You don't connect it separately.

Facebook likes to look connected for a second and then quietly not be. One refresh tells you the truth.

  1. Refresh the page.
  2. The Facebook box should now show your page name under the word Facebook, and the button should say Manage instead of Connect. The Instagram box next to it will say Manage too.
    What connected looks like
    Facebook

    Your business page

    Manage
    Instagram

    Your business page

    Manage
  3. If it still says Connect, it didn't take. Go back to step 3, and if it fails twice, check the snag list at the bottom.

Part 3. Fill in your details

The system sends texts and emails in your name. This is what it puts on them.

Steps 5 to 6

Every automated message, every appointment confirmation, every email footer pulls from this one page. Fill it in once and it's right everywhere.

  1. Settings, then Business Profile. It's the first item in the settings list.
    Settings, then Business Profile
    Go Back
    My business
    Business Profile
    Billing
    My Staff
    Business services
    Calendars
    Phone System
    Other settings
    Integrations
    Business Profile
    Business name

    Your business

    Phone

    01903 …

    Address

    Street, town, postcode

    Logo

    Upload

  2. Fill in business name, address, phone number, website and the email you want customers replying to.Use the number customers actually ring, not a personal mobile you'd rather keep out of it.
  3. Upload your logo. Square works best, a PNG if you have one.
  4. Check the time zone says London. Appointments and text timings all run off it.
  5. Scroll to the bottom and click Update information.

Anyone who rings leads back or answers messages needs their own login, so we can ping their phone the moment a lead lands and see who's picked what up. Just you? Skip this one.

  1. Settings, then My Staff, then the Add Employee button at the top right.
    Settings, then My Staff
    Go Back
    My business
    Business Profile
    Billing
    My Staff
    Business services
    Calendars
    Phone System
    Other settings
    Integrations
    Team Add Employee
    You

    Admin

  2. Fill in their name, email and mobile number. The mobile is what the lead alerts go to, so make sure it's the one they carry.
  3. Under role, pick User. Keep Admin for yourself unless they run the business with you.
  4. Click Save. They get an invite email, and they can follow the leads guide to get the app on their phone.
One thing to tell us

Which of your people should get the text alert when a new lead comes in. One person is best, two at most. Put their name in the message in step 7.

Part 4. Tell us

So we can do our half.

Step 7

Once Facebook's connected we link your ad form to your account, set up the lead alerts, and send a test lead through so you see exactly what a real one looks like. We can't start any of that until we hear from you.

WhatsApp or email, copy it and fill it in
Facebook's connected and the profile's filled in.
Lead alerts should go to: Dan, 07700 900000

If you get stuck

I clicked Connect, a window flashed up, and nothing happened

That's Chrome. It closes the Facebook window before it finishes. Use Safari on a Mac, or Edge or Firefox on Windows, and it'll go through first time.

Only got Chrome? Click the lock icon in the address bar, Site settings, and set Pop-ups and redirects and Third-party cookies to Allow for app.huntvisuals.com. Then try again. If it still won't, borrow a Mac for five minutes.

My page isn't in the list

Two usual reasons. Either you're logged into Facebook as someone who isn't an admin on the page, or when Facebook asked which pages to use you only ticked some of them.

Go to Facebook's Business integrations, find LeadConnector, click View and edit, and tick the missing page. Then come back to the app and click Connect again. If you're not an admin on the page, the person who is needs to do step 3 from their login, or make you an admin first.

Do I need to connect Instagram separately?

No. If your Instagram is a professional account linked to your Facebook page, it comes through with the page when you tick it. You'll see a small Instagram badge next to the page name in the list, and the Instagram box on the Integrations page will say Manage on its own.

No badge? Your Instagram isn't linked to the page yet. The Instagram guide fixes that in five minutes, then repeat step 3.

It says the page is already connected to another account

A Facebook page can only be linked to one account at a time, and yours is still linked to a previous agency's or a CRM you used before. Message us with the name of whoever set that up and we'll sort it. If you can, ask them to disconnect your page from their side, then repeat step 3.

It was connected last month and now it isn't

Facebook drops the link whenever you change your Facebook password, remove the app, or sometimes for no reason after a couple of months. It's not something you did. Repeat step 3 in Safari and it comes straight back. If leads have gone quiet, this is the first thing to check.

Do you get my Facebook password?

No. You're granting a permission from your own login and Facebook never shows us the password. You can see exactly what's been allowed, and remove it, under Business integrations in your Facebook settings, any time.

Connected, filled in, over to us

That's the only part we can't do for you. From here, the ad form, the alerts and the follow ups are ours.

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