Facebook Self Onboarding
This page explains how to connect your Facebook page Heyday Chatbot on Messenger.
Connecting your Facebook page to Heyday Chatbot on Messenger is a very important step to get the Bot up and running. In coordination with your Heyday representative, you can now connect your Facebook business pages on your own. This enhances confidentiality and security while keeping the ownership of the pages to you.
Requirements
Please note that a Facebook Testing page is NOT mandatory, however, it is HIGHLY recommended as it provides a safe environment for testing purposes, rather than your official Facebook Business page.
Official Facebook page
You'll need to provide your Facebook business page. In case you do not have your page setup yet, follow the steps to Create a Facebook Page for Your Business
Facebook Testing page(Pre-Production)
You'll need to provide a Facebook pre-production business page. This is a page that will be used for testing purposes. If you haven't done so yet, please follow the steps to Creating a Facebook Pre-Production Business Page.
How to Connect Your Company's Page to Heyday Organization
Follow these steps to get your company pre-production and production pages connected to the Heyday pre-production and production organization pages, respectively.
You'll need to repeat these steps two times in order to connect the testing and the main pages:
Company's Pre-Production Facebook page --> Heyday Pre-Live Organization
Company's Production Facebook Page --> Heyday Production Organization
Setup the page in Heyday
Connect to the Heyday Inbox
Go into settings and select channels
Select Login with Facebook
👉 You must have administrator role to access the channels section. 👈
Login with your Facebook account.
Granting access
Select the Facebook pages that you want to grant access to Heyday and click Next
Keep every permission checked and click on Done
Make sure to keep all the permissions checked! ✅
Heyday may not work properly if any of these options is turned off.
Once this step is completed, a pop-up is displayed confirming that you have linked Heyday to Facebook. Click Ok.
Request Connection
Click on it then click on the Connect button associated to the page you'd like to connect.
Please note that depending on the number of pages you manage, it may take a while to load.
Your Facebook page is linked to Heyday but the chatbot is NOT active yet. At this point, you must select the Request connection option associated with the Facebook Page you want to connect. Your Heyday representative will get in touch with you shortly for the next steps
Once your connection request has been sent, the channel will appear as Pending.
Add another page
If you don't see the page you want in the list provided click the Add another page button as shown below:
This will prompt you to reselect your page for connection on Facebook
If you don't see the option to Add another page, you'll need to Disconnect from Facebook and (re)connect to Facebook.
To do so, simply click on Log out:
Click on Login with Facebook
Select Continue as <YOUR NAME>
Activate your channel
Once Heyday has confirmed that the Facebook page is ready, then you’ll be able to connect your channel.
At this point, your Facebook page is linked to the Heyday organization. To activate the chat:
Go to your Heyday Inbox > Settings > Channels > Facebook Messenger
Click on the toggle for Connected/Disconnected to activate/deactivate the chat on the desired page.
Go to your the settings of the Facebook page to setup the Messenger primary receiver to be Heyday:
On the bottom left of your Facebook page, click on Settings
In your page settings, select Advanced Messaging
In the Advanced Messaging, you need to modify the Handover Protocol to ensure your messages are going to the Heyday Inbox.
Click on Configure
The App Settings window will pop up, from the drop down select menu, you must select:
For Primary receiver for handover protocol: Heyday Inbox
For Secondary receiver for handover protocol: Page Inbox
The Heyday chatbot is now live on Messenger for your Facebook page.
👏 Well done! 👏
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