Setting Up Facebook Integration

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If you have a Facebook account you can integrate it with Top Producer. This enables additional features: The ability to post updates to these sites directly from within 8i, the ability to view your Facebook Friends' posts, and the ability to post or comment on your Facebook Friends' posts, from within their Contact Record.

To enable integration, follow the steps below:

1. Open the Top Producer Settings.
2. Click the General tab.

   

3. Click the Social Media Setup sub-tab.

   

4. To setup Facebook, click the Add Facebook button.
5. The page will redirect to the Facebook Login page. Enter your Facebook email address and password, then click Login.

   

6. If this is the first time you are setting up Facebook to integrate with Top Producer, you will be prompted with a separate permission screen. To enable full functionality within Top Producer, it is necessary to click Allow.  Click the link below to read more about the permission screen.
   Example Permission Prompt

   Accepting these permissions allows Top Producer to stay constantly authorized to access your Facebook account so that you do not need to provide your Facebook email and password each time it needs access.  It also grants Top Producer permission to receive information from you News Feed and Wall, which is used to display posts made by Facebook Friends inside their Contact Record.  Lastly, it allows you to publish posts to your Facebook page directly from within Top Producer.

   

7. Integration is now complete.

Once the integration is complete, you will be able to view your Facebook Profile Page by clicking on the View Profile link, or Facebook Business Page(s). by clicking on the View Page link. You will notice that the picture associated with your Facebook Profile, Business and Community Page will display to the left of these links.

Number of Posts to Display

You can set the number of posts you want to appear on the Contact Record's Summary Tab, by default it is set to 3 Facebook posts. This can be changed to a number from 1 to 10. To change number of posts that will display:

1. Click the Edit Social Media Settings link in the bottom left corner.
2. In the Social Media Activity, click the drop menu beside Facebook statuses to change the number of posts to display.
3. Click Save Social Media Setup button to save the changes.

Integration with Assistant Accounts and Additional Agent Accounts

If you have an Assistant licence or more than one Agent license associated with your account, you can integrate Facebook for each by following the steps described above while logged in as each separate Assistant or Agent.

If you would like to remove the integration with Facebook, simply click either the Remove Facebook button.

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