Steps
- Open Digital Marketing, then Social Accounts, and connect your Facebook Page and its Instagram account.
- From then on, Facebook lead-ad forms, Messenger chats, and comments on your Facebook and Instagram posts arrive in Leads as Facebook or Instagram.
- To answer a Messenger lead, open it and reply under Conversation on the Messenger tab. A comment gets a Reply to their comment box: private on Messenger for Facebook, public for Instagram.
- To greet every new Facebook lead, open the gear on the Leads Dashboard, tick Welcome new Facebook leads automatically, write the Welcome message and save.
- Every morning Saathi360 checks the connection. If leads stop, the card says Reconnect needed or Lead capture off and the owner gets a bell alert: connect again.
Good to know
Facebook lets a business reply only within a limited time after the person's last message. After that, call or WhatsApp them instead.
A lead from a lead-ad form arrives with every answer they gave (city, budget, your own questions) and the ad it came from. If Facebook is slow to send the form, Saathi360 tries again for 2 hours.
Instagram messages (DMs) and comments on your Instagram posts become leads. Answer the messages from Leads → Inbox.
Connecting Facebook and Instagram (posts, Lead Ads, ads) needs the Premium or Custom plan.
Next in this sectionImport leads from a spreadsheet, or download them