To link your Instagram business accounts with your CRM using Social Planner, you'll need to complete two essential steps, especially if you're currently using a personal Instagram account. Here’s how to proceed:
1. Switch to a Business Account: Navigate to your Instagram app settings and switch your personal profile to a business account.
2. Connect to Facebook: After converting, link your Instagram business account with a connected Facebook account.
Connecting Instagram to Social Planner
To connect your Instagram Business Account to Social Planner, follow the appropriate steps based on your situation:
- For new users without connected social accounts: Click the Instagram icon in the setup wizard and select the "Connect" option. Follow the on-screen instructions to begin.
- For users with existing connected social accounts: Click the gear icon (Settings) to access setup options. Select "Add Account," then choose the Instagram Business Account option from the list.
Logging into Facebook
To connect through Facebook, ensure the following steps:
1. Log into Facebook: Use the Facebook account linked to your Instagram business profile. Social Planner requires certain permissions to manage your social media accounts, so be sure to grant those as needed.
2. Verify the Instagram Business Account: If your Instagram business profile isn’t verified yet, it might be because it's not connected to a Facebook page, which is required by Facebook to post on Instagram.
Selecting the Instagram Business Profile
Once you have connected to Facebook, select the Instagram business profile you wish to add to Social Planner. You can then manage this profile from the settings menu.
This process will allow you to seamlessly manage your Instagram Business Account directly from Social Planner.
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