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Pre-Boarding: Facebook & Instagram Integration with Pollen

Welcome to Pollen! We’re excited to have you join us. Before your personalized onboarding call with our engagement team, we’ve put together some best practices to help you get the most out of Pollen.  By following the steps below, you’ll ensure that your Facebook and Instagram accounts are set up correctly to post content and view analytics through the Pollen platform.

Meta Business Account & Facebook Updates

Recent changes in Facebook’s business management system may affect how you connect your accounts to Pollen. Here are the key updates you need to be aware of:

  • Meta Business Account has been renamed Business Portfolio.
  • Facebook now uses a system called Pages Experience for managing your professional presence.
  • By adding a Facebook Page to your Business Portfolio, you can manage it all in one place.

     

Meta Business Suite Overview

Meta Business Suite is your go-to tool for managing marketing activities on Facebook and Instagram. It centralizes content publishing, scheduling, messaging, and analytics, allowing you to oversee your accounts across mobile and desktop. With this tool, you can:

  • Publish and schedule posts on Facebook and Instagram.
  • Access analytics to track how your content is performing.
  • Manage your accounts from one app on both desktop and mobile.

For more details on using Meta Business Suite:
Meta Business Suite | Meta for Business

    Meta Business Manager Overview

    Meta Business Manager allows you to organize and manage access to your business assets (like Pages, ad accounts, and product catalogs). It’s ideal for businesses that need to share access with employees, external agencies, or partners while maintaining control over permissions.

    With Meta Business Manager, you can:

    • Run and track ads.
    • Manage your Facebook Pages and Instagram accounts.
    • Grant access to employees or partners without giving them full control.

    Learn more about getting started with Meta Business Manager:
    Meta Business Manager | Meta for Business

    Setting Up a Business Portfolio

    To integrate your business assets with Pollen, you’ll need to create a Business Portfolio. This will allow you to manage your Facebook Pages, Instagram accounts, and other assets in one place. Here’s how to set it up:

    1. Go to business.facebook.com and log in with your personal Facebook account.
    2. Click create an account and fill out the required details (business name, your name, business email).
    3. Once your portfolio is created, you can add Pages, ad accounts, and Instagram accounts.
    4. Follow the prompts to add your Facebook and Instagram accounts to your portfolio.

    For more information on setting up a Business Portfolio:
    Meta Business Help Center | Create a Business Portfolio

    Adding Facebook Pages to Your Business Portfolio

    If you own a Facebook Page and want to manage it through your Business Portfolio, you’ll need to add it to your account. Here’s how to do it:

    1. Go to Business settings in Meta Business Manager.
    2. Select Pages from the Accounts tab and click Add.
    3. Choose Add a Page from the dropdown menu and enter the Facebook Page name or URL.
    4. Click Add Page to complete the process.

    For further details, check out the guide on Adding Pages to Your Business Portfolio.

     Important Note on Page Ownership

    If you do not own the Page, you’ll need to request access rather than claim ownership. This is done through the same Business settings in Meta Business Manager by selecting Request access to a Page. This allows you to manage the Page without transferring ownership.