Targetable’s onboarding process may fail due to various reasons. These instructions will help you diagnose why the failure occurred, and how to proceed with resolving the issue.
Targetable’s onboarding process may fail due to various reasons related to limitations that Facebook places on third-party extensions. However, before discussing those specifics, it’s best to understand how Facebook manages Business Pages.
Facebook employs tools to help with the management and operation of your business’s social media presence on their platform. These tools are your personal Facebook Account and your Facebook Business Page, Facebook Business Manager, and Facebook Ad Account. Targetable users must possess Admin access to all of these to connect successfully with Targetable.
Business Manager
Facebook describes Business Manager as simply, “a tool that helps organize and manage your business.” Business Manager can be used for a variety of tasks. Perhaps most importantly, it allows people to work together for a single business without requiring those Facebook users to be connected on Facebook as Friends. If a company operates more than one Business Page or Ad Account, Business Manager allows Admins to control and share varying levels of permissions with their team.
Facebook has plenty of documentation on what Business Manager is and how it should be set up. Learn more from the following links:
Your Guide To Facebook Business Manager
Facebook Help - Business Manager
Facebook News - Business Manager
Ad Account
The Ad Account is where a Facebook user enters and stores payment methods for publishing Ads, as well as where Ads are defined, and where metrics are stored.
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When a user goes through the Targetable Onboarding process, Targetable will ask for permission to the user's personal Facebook Account, the Business Manager, Business Page, and Ad Account. To grant permissions for all of these tools and pages, the Facebook user must have Admin rights for the Business Manager, Business Page, and Ad Account associated with the restaurant.
If a user has not yet created one of these tools, then Targetable can create the missing component on the user's behalf. For example, if a user has not created a Business Manager, then Targetable will create one on behalf of the user. If a user has not created an Ad Account, Targetable will again create one on their behalf. The user will automatically receive Admin roles on any new Business Manager or Ad Account that Targetable creates on the user's behalf.
With that said, failures during the onboarding process in Targetable will occur due to one of the following four reasons. Please click on the following links which discuss the specific reasons why Targetable may have been unable to connect to a Facebook Business Page:
- Failed Onboarding - Issues With Business Manager
If the user does not have Admin rights to the Business Manager account that owns the Business Page, Targetable will not be able to connect to your Business Page. Please click the link above for more information. - Failed Onboarding - Issues With Location Info In Business Page
Targetable utilizes geo-targeting in all Campaigns that it creates. Accordingly, your Facebook Business Page must list a valid address in its Page Info section. If an address is not listed or if the address listed is not valid, then Targetable will not be able to connect to your Business Page. Please click the link above for more information. -
Failed Onboarding - Issues With Ad Account
If the user doesn't have Admin rights to the Business Manager associated with the Business Page, Targetable will not be able to connect to your Business Page. Please click the link above for more information. -
Failed Onboarding - Instagram Integration
If the user has not synced their Instagram account to their Facebook Business Page, Targetable may experience issues during the Onboarding process. Please click the link above for more information