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Connect your accounts

Connecting Meta

Connect your Facebook and Instagram ad accounts with Meta OAuth and switch between accounts under a Business Manager.

Before you start

  • A Facebook account with the Advertiser or Admin role on the ad account.
  • To boost Instagram posts, the Instagram account must be linked to the Facebook page.
  • Lead form results require page management permission.

Connection

  1. Connections › Meta › Connect.
  2. On Facebook's consent screen choose which ad accounts and pages to grant access to.
  3. With several accounts, set the active one with select_meta_ad_account.

First requests

Chat
List my Meta ad accounts.
Chat
Summarise the last 7 days of Meta performance by campaign and show the top 3 creatives.

The first request verifies the connection; the second brings the Insights report and the top creatives. After that:

Reports

Insights report, top creatives, lead form summary, reach estimate, interest search.

Setup

Campaigns, carousel and video ads, website and lookalike audiences, boosting Instagram posts.

Optimisation

Edit and duplicate ad sets, update campaigns, pause ad sets above a CPA threshold.

Full list: Meta tools.

Troubleshooting

SymptomCauseFix
An ad account is not listedIt was not selected on the consent screenRestart the connection and tick the account and page on the consent screen.
Lead form summary comes back emptyPage management permission was not grantedSelect the page when reconnecting and approve the page permission.
An Instagram post cannot be boostedThe Instagram account is not linked to the Facebook pageLink the Instagram account to the page in Meta Business Suite.

Next steps