Versions Compared

Old Version 1

changes.mady.by.user Vera Paltarzhytskaya

Saved on

compared with

New Version 2

changes.mady.by.user Vera Paltarzhytskaya

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

Preparatory stage. The Creatio system to which you plan to connect Instagram Direct must have the current Beesender package installed. You can install Beesender from the Creatio marketplace by following this link.

  1. Preparing an Instagram account Check whether your Instagram account is professional.

    1. If the account settings say "Switch to personal account", you can skip to step 3

    2. If your account settings specify "Switch to professional account", you will need to make the switch

      1. Select profile type

      2. Choose a category

      3. Save your settings

  2. Connecting your Instagram account to Facebook Check whether your Instagram account is linked to the company's Facebook page.

    1. If the Instagram account you plan to connect to Beesender is populated in the Instagram Facebook settings, you can proceed to step 4

    2. If the Instagram account you plan to connect to Beesender is not filled in in the Instagram Facebook settings, you need to connect it

      1. Go to manage the Facebook page, which will be linked to the Instagram account

      2. Go to page settings

      3. Go to the Instagram setting

      4. Press the "Connect account" button

      5. Enter the username and password for the Instagram page that will connect to Beesender

      6. Once the Instagram account has been linked, you will see information about the linked account on the Facebook page

  3. Connecting Instagram Direct to Beesender

    1. Go to Creatio. In the system designer, select the "Chat set-up" section

    2. Add a new channel

    3. Choose Instagram channel

    4. Press the "Continue with Facebook" button

    5. Enter the password for the Facebook user who is the administrator of the Facebook group from step 3

    6. Press "Change settings"

    7. For the Facebook page where Instagram was linked, fill in the checkbox and click "Next"

    8. Check that all page options are enabled and press the "Done" button

    9. In the notification window, press the "OK" button

    10. In the add channel window, press the "Attach page" button 14

      If the synchronisation is successful, the window will show the status "Successfully"

    11. Fill in the channel name (a) and channel weight (b)

    12. Press the "Add" button

    13. Specify for which operators (employees and chatbots) this channel will apply. The setting is made via the "Operators" detail when setting up the channel.

...