Facebook Page
Many of you have one or more Facebook pages. At the moment, the configuration only takes into account business pages and not personal pages.
If you want to connect your Facebook page to Traction, contact us directly so that we can start the process of getting Facebook to approve Traction. Here are the explanations of the Facebook interface in Traction.
1. The Facebook page can be found in the Admin module.
2. Add the facebook page using the green button
3. Fill in the information and always associate the source if you want to output your source report.
4. User lists: Insert the name(s) of the User's who will have access to the Facebook chat tab. Please note that Facebook does not manage departments. All messages enter via the Messenger tab of your Facebook page. Don't forget to save.
5. Once you save, the CHAT tab will appear in the top bar to assigned users. By default, you will be available. If you want to disable the chat, you must click the unavailable button and the system will not send you notifications.
6. Once the customer sends a message on your Facebook page through Messenger; you will receive a notification. The notification icon will be red and the first one to respond will be assigned to the customer. If another colleague responds before you, the notification will disappear.
7. You will have a dialog box that will open at the bottom right of the page.
8. Relevant icons in the chat box:
(a) To create an Opportunity, click on the car icon.
b) you can send an attached file using this icon
c) Transfer the chat to another User using the transfer icon. Then select the receiving User.
d) To access the client's file, click on the square icon with arrow at the top of the chat box.
9. Communication with the customer: When the client answers you, you will hear a ring alert and the header of the chat box will turn red. You will also have a task and a visible communication just in time that you answer the customer.
10. Client avatar: The client's profile picture will automatically show up in their customer file. You will also have, in additional information, their Facebook ID number. The ID gives you the ability to communicate with the customer via Facebook
11. Close the chat box when your conversation is over. You can close it at any time, the client will not see that you have left. The customer can write to you again at any time.
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