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
- Connections › Meta › Connect.
- On Facebook's consent screen choose which ad accounts and pages to grant access to.
- 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
| Symptom | Cause | Fix |
|---|---|---|
| An ad account is not listed | It was not selected on the consent screen | Restart the connection and tick the account and page on the consent screen. |
| Lead form summary comes back empty | Page management permission was not granted | Select the page when reconnecting and approve the page permission. |
| An Instagram post cannot be boosted | The Instagram account is not linked to the Facebook page | Link the Instagram account to the page in Meta Business Suite. |