Business Profile Setup
Confirming Whether a Business Page Exists:
On the Facebook home screen find the “Page” link in the left menu
Any current Page will be listed that the practice manages via Facebook
If none are listed, the practice may be using their main Facebook account for their business and they will need to create a Page
Creating a Business Page:
Click the “Create new Page” menu item
Follow the required steps per Facebook
Once created, the practice will be able to post to this page via the Exfluential platform
a. They will log in to the account that manages the Page, then it will be displayed as an option to post to this page
INSTAGRAM
Confirming Whether a Professional Account Exists:
Find the “More” bars in the bottom left-hand corner & click the “Settings” option
If not already a business profile, the option will be shown to “Switch to Professional account”
Choose the “Business” option
Follow Instagram’s required steps
Once created, the practice will be able to link this to their Facebook Page, which is required by Meta (owns Facebook & Instagram)
Connecting Instagram Professional Account to Facebook Page:
On the Facebook home screen find the “Page” link in the left menu, and select the proper Page
Click “settings” in the left menu and select “Linked Accounts”
From the Instagram account linking page, click “Connect Account”
Click “Connect” in the pop-up and confirm the Instagram message settings
Log in to the Instagram Professional Account to connect it
Once logged in, the Facebook application will confirm that the Instagram page is now linked to my Facebook business page
Once completed, the practice will be able to post to this Instagram account via the Exfluential platform
a. They will log in to the Facebook account that manages the Page that was connected/linked to this Instagram account