Thank you for choosing Facebook Leads Integration module for Perfex CRM. If you have any questions that are beyond the scope of this help file, please feel free to email us via contact form here.
Extract your downloaded file contens. You will notice a folder called "documentation" and a new zip file, called "upload.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation, we will focus on the "upload.zip" file.
"upload.zip" contains the module files (in a module format) that you upload in Perfex CRM's Modules installation section.
Go to your Perfex CRM's Admin area and select the following menu item: SETUP > MODULES.
Select the extracted upload.zip at Module installation selection prompt and press INSTALL.
Find the newly installed module and press ACTIVATE.
You will be told that module is successfully activated.
That's it! Module is activated and its settings can be found at SETUP > SETTINGS > FACEBOOK LEADS INTEGRATION of Perfex CRM menu.
B) How to sign up for a Facebook Developers account - top
If you were already registered for Facebook developer account, you can skip to B
If you are not registered on Facebook developer account, then you need to follow these steps:
1. Click on Get Started button from top right corner.
2. Click on next button from the popup
3. Enter your phone number and verify your account using text message or phone call.
4. It may be needed to Re Verify your account by Facebook.
5. Then enter verification code you got and click on the Verify button.
6. On the next screen, after verifying your account, 3rd step is to tell about you. Select Developer option here.
C) Create & configure a Facebook Application - top
C1) In the following videocast, we will show you how to configure your module so it captures your Leads form from your pages, through your app. Please make sure that you follow every single step by double checking your actions.
Our module can work with Custom Fields of Perfex aswell. Feel free to add them in your Leads form, but you can skip this part if you dont have any.
During the initial setup, as seen in the videocast, we left the app in Development mode so we can verify that module communicates fine with our installation.
C2) Now, its time to set your app to production mode.
Before you do so, you will need a Facebook Application with the following services added: 1. Facebook Login 2. Webhooks
and the following permissions approved: 1. ads_management 2. leads_retrieval 3. pages_manage_ads 4. pages_manage_metadata 5. pages_read_engagement
We cannot guarantee your approval of those permissions - neither if your niche-specific-results will be positive - nor the workaround days of the approval request by Facebook review team. However, we can help you with related advised, if your app is rejected.
Make sure that you open up a support ticket and our support guys will get back to you asap.
The procedure of permissions' request is described in the followin guide. If something is unclear to you, we do also include a visualized how-to, through a videocast for the same procedure at the end of this how-to guide.
Permission requests
In section App Review > Permissions and Features menu, select the required for your Leads communication: ads_management, leads_retrieval, pages_manage_ads, pages_manage_metadata, pages_read_engagement, through Add Permissions and Features to Your Request
option.
Next click Continue next to any of the selected permissions and you will be taken to section App Review > Current Request.
You need to fill details for each of the requested permissions by clicking on the arrow in screenshot below.
Once all marks are blue, the button Submit for Review at the bottom of page will become active and you will be able to submit the app for review.
Describing Data Usage in permission requests
Now you describe how your app will use the data that each permission will allow your app to access. In the Requested Permissions and Features click the arrow icon of the first permission.
Provide a general description of what your app will do, then explain how the manage_pages permission will provide value to your app users.
A great example that can be used for our module is the following one (feel free to copy/paste it):
"Our app allows lead communication between our page and our CRM. Our CRM needs access through manage_pages permission in order to be able to parse the data from a Lead form of our Facebook Page, to our CRM's database"
Next, you need to upload a screencast of your app and how it is using the permission.
You upload a similar screencast to this, showing up clearly the way module will use the permission.
Now that you are done with the permissions aswell, you need to wait until review is completed.
Here's how your approved permissions screen should be shown after approval:
LAST STEP - AFTER REVIEW: Once permissions are approved, you need to set your app to LIVE instead of DEVELOPMENT mode using the main switch on the top area of its settings:
and then enable your app for Leads Access at your Page, using Facebook's tutorial ("To assign leads access permissions to CRM systems") : Leads Access
D) Troubleshooting guide (if your app is rejected) - top
It is not something new to us that sometimes the Facebook review team reject our request with a reason such as “We were unable to verify the use case(s) of your requested permission when we logged into your app. As a result, you’ll need to resubmit your app and ensure that the requested permission is correctly integrated so that we can complete testing.“, so, here is the thing; the review team obviously kept on rejecting the App review request because they are not so learned about the App review processes and they also failed to check the well outlined text instructions and screencast submitted with the review.
So, here are the two options that we do use to solve such issues:
1. We keep on submitting the App permission request until maybe once a time the request gets to someone else amongst the review team with better understanding of the review platform then gets to see the request and accept it normally, because surely, the team does have work rotations, so it’s not just a single reviewer on the other end who does the reviewing forever.
If your submission is not detailed and is not granting the full access so they can review your app, this method will not work, since you will be missing the obvious necessary access. Make sure that you provided the necessary access to the reviewer and answer whatever is asked in detail.
2. Right at the App review result interface, there is an option which says something like this “Confused about your App review results? Ask a direct question from support”
You could get in touch with the support unit at this App review section, because the team at the support unit have shown to have more experiences in the process and surely would take a closer look at the request which increases the chances of the App request getting accepted.
Notes:
- Keep in mind that Facebook reviewer might ask you for additional information, to verify that you are a human. Just respond to his requests.
– Sometimes the support team at this section replies very slowly, so you need to send them sequential follow ups if they seems taking more than 48 Hours to reply.
– Whilst you get in touch with the support team, make sure you are still resubmitting the App request.
Here are some of the sample feedbacks we got from the support team:
Once again, thank you so much for purchasing this module. We will be glad to help you if you have any questions relating to this module. Please visit Support Ticketing Area in case you run under trouble and you need assistance. A member of our team will get back to you as soon as possible (TAT 1 workday).