Instagram Business [v4.6.1]

For versions:4.6.1

How to Register as a Facebook Developers

The first step in creating a Facebook app is to register a developer account. To set up a developer account, do the following:

  1. Go to link https://facebook.com
  2. On the Facebook home page, create an account.
  3. Fill in the form with any information you want your developer account, click the “Sign Up” button.

Go To Developers Facebook

The Facebook Platform is the set of services, tools, and products provided by the social networking service Facebook for third-party developers to create their own applications and services that access data in Facebook. If you are not registered on Facebook developer account, then you need to follow these steps :

  • The first thing you need to do in the process of Facebook App creation is to log into your Facebook Developer Account. This account is the same account you have used to create your company’s Facebook page.
  • Login using a Facebook account,
  • The Facebook For Developer main page appears, click the “Get Started” button from top right corner, Facebook For Developer pop up appears, click the “Next” button and proceed to the next step. If needed, verify your profile.
  • On the next step, enter your “Phone Number” and verify your account using text message or phone call.
  • Facebook will send you an automated text message containing a confirmation code Enter the confirmation code in the box. And then, click “Verify” button.
  • In the last step “Which of the following best describe you?“, select and click the button that describes your work (Example: Select the “</> Developer” button).
  • That will take you to a final confirmation page. Congratulations, you now have a developer account! Remember the email address you used for this account, as you’ll need it to log in every time you want to test your app.

How to Create Facebook App

After you sign up for a developer account, create first App to get App ID.

  • Click “Create First App” button in order to start the process. If you do not see the button in the right header corner, click on the link to “Register as Developer”.
  • From the popup enter “Display Name” of your new application and “Contact Email”, then click on “Create App Id” Button.
This app display name will be shown to end users when they will try to “Login with Facebook” and they are redirected to Facebook website for login permission. So, make sure you give meaningful name here which can identify your website.
  • Example, enter display name “3Dolphins SRM”. And then, click “Create App ID” button.
  • Complete the security check,
  • Check recaptcha and click “Submit” button.
  • After you have successfully completed step 5, a unique identification number will be added to your App (App ID). Your App’s ID can be easily accessed via your App’s Dashboard.

Change Additional Information About the App

In the left corner of your dashboard, hover over the setting section, select “Basic” from the drop-down menu.

Find and change additional information about the app :

  • After you have successfully completed create App, a unique identification number will be added to your App (App ID)
  • Facebook App will automatically generate a secret code which is connected with your App. Its purpose is to authenticate demands from the application towards Facebook servers. This code is also used as a password.
  • Enter privacy police URL into the “Privacy Police URL” field. Privacy police URL explains our practices, including your choices, regarding the collection, use, and disclosure of certain information, including your personal information.
  • Add “App icon”, promotional image (You can upload JPG, GIF or PNG files. The size of the image must be between 512 x 512 pixels to 1024 x 1024 pixels. File size limit of 5MB).
  • Choose the appropriate App category in the “Category” field.
  • Select business use,
  • Click “Save Change” button,

Verify Your Business on Facebook

You can start the business verification process and check status in Business Manager and may also see a Start Verification option in other places like the App Dashboard for app review.

  • Find the Business Verification section and click Get Started.
  • Select your business manager account,
  • Click “Submit” button,
  • After select a business manager account, click “Go To Verification” button,
  • On the business manager info, enter your business detail,
  • Verifying your business, on the Business Details section, click View Detail.
  • Find the Verification section and below Business Verification, click Start Verification.
  • Enter your business details and click Next.
  • Select the correct business from the list of suggestions or select “None of these match” if your business is not displayed.
  • If you select None of these, you’ll need to verify by submitting additional documentation. Upload documents (‘Business license‘, ‘Certificate of formation or incorporation‘ and ‘Tax or VAT registration sertificate‘) that prove that your business is a legally registered business with official authorities.
  • Upload documentation that shows your legal business name and either the address or phone number.
  • Decide how you’d like to receive your verification code and choose Call Me Now or Send Email. Depending on your location, you may not have the option for verification via phone. You’ll need to use the email option.
  • Enter your verification code.
  • Facebook will manually review the documents using public records, which can take anywhere from two days to two weeks.  They will notify you on the page if the verification was successful.

How to Add “Facebook Login” Platform to Your Facebook App

Add the Facebook Login Platform to your Facebook App

  • Click “Product” button.
  • From the product list page click on “Set Up” button from product with name “Facebook Login”. The Facebook Login Platform will be added to your app, and the Facebook Login settings console will be displayed.

Configure Deauthorize Callback URL for your App

  • In left side menu, click on the “Facebook Login” link to expand the sub menu. Click on “Settings” from the sub menu.
  • Enter your “Valid OAuth Redirect URIs”. Click “Save Change” button.

Change Status Development Mode Into Public

  • After you have created the App, it will be in the development mode, which is its default option. Once you have your app ready for publishing and public usage, you can change its development mode into public, thus allowing it to communicate and gather data from Facebook profiles which are not connected with the app itself.
  • Select category and click on “Confirm” button in popup to make your app public.
  • Your app ready for publishing and public usage

How to Create New a Instagram Business Channel

This section describes for how to mechanism for create new instagram business channel, by doing the following steps :

  • Login as “Administrator“, for the 3Dolphins SRM login mechanism, do the steps described on the “Login” page,
  • Click the “Integration” menu in the main menu and selecting “Channel Connector” to create and manage channels account.
  • On the channel connector page, click “plus” button in the Instagram business channel,
  • 3Dolphins will be redirect you to pop up channel setting appears,
  • Field Explanation :
  • App ID                           : A unique identification number will be added to your App.
  • App Secret                     : Facebook App will automatically generate a secret code which is connected with your App. Its purpose is to authenticate demands from the application towards Facebook servers. This code is also used as a password.
  • User Access Token          : Access token to the Facebook API.
  • Get APP ID
  • Copy and paste the ‘App ID’ in to the plugin settings page, within the instagram business channel settings box.
  • Do also copy and paste the facebook page ‘App ID’ to the settings page which can be found on the ‘setting’ section, select “Basic” from the drop-down menu. Settings basic console will be displayed. See image above.
  • Get APP Secret
  • Copy and paste the ‘App Secret’ in to the plugin settings page, within the Instagram business channel settings box.
  • Do also copy and paste the facebook page ‘App Secret’ to the settings page which can be found on the ‘setting’ section, select “Basic” from the drop-down menu. Settings basic console will be displayed, click the “Show” button on the app secret. See image above.
  • Copy and paste ‘User Access Token’ in to the plugin settings page, within the Instagram business channel settings box.
  • Do also copy and paste the facebook page ‘Get User Access Token’ to the settings page do the following steps :

Obtain Short-Lived User Access Token

  • Click “Tools” menu, select “Graph API Explorer”,
  • In Application, select an app used to obtain the access token,
  • Click Get Token → Get User Token
  • On the pop up “Select Permissions”, under User Data Permissions check Email and under Events, Groups & Pages, Check manage_pages , pages messaging , publish_pages , instagram_basic and instagram_manage_comments Click “Get Access Token” button.
  • Click the access token field to copy User Access Token,
  • Check the properties in Access Token Debugger, click Tool to see the token in Access Token Debugger Paste the access token copied in the last step above to the text field and click “Debug” button.
  • Please check the followings:
  1. App ID: the app id mentioned in the prerequisite section
  2. User ID: you, a person who has admin right to the Facebook Page mentioned in the prerequisite section
  3. Expires: a time stamp that would probably expires in an hour or two
  4. Scope: should contain the “email”, “manage_pages”, “publish_pages”, “pages_messaging” permission.

Exchange for Long-Lived User Access Token

  • Click Extend Access Token to get a long-lived token
  • Click “Debug” button,
  • Check the properties of this access token in Access Token Debugger. It should have a longer time such as60 days, or Never in the Expires.

Check the properties of this page access token in Access Token Debugger:

  1. App ID: the app id mentioned in the prerequisite section
  2. Profile ID: the page id mentioned in the prerequisite section
  3. User ID: you, a person who has admin right to the Facebook Page mentioned in the prerequisite section
  4. Expires: Never
  • Click ‘Authorize’ button,
  • On the pop up, click “Add Page Channel”,
  • if authorize successful, click ‘Save’ button,
  • Instagram business channel ‘rudebox_carbon’ has successfully created,

How to Add “Webhooks” Platform to Your Facebook App

Add the Webhooks Platform to your Facebook app

  • Click “Product” button.
  • From the product list page click on “Set Up” button from product with name “Webhooks”. The webhooks Platform will be added to your app, and the webhooks settings console will be displayed.

Configure the Webhooks for your App

  • Before setting up a webhook, make sure the Instagram channel is online. If the Instagram channel is offline, you will not be able to verify and save the webhook you have configured.
  • After the Instagram channel is online, on the developer Facebook page click webhooks product and select webhooks category, example select category ‘Instagram‘,
  • Click “Subscribe to this object” button,
  • In the pop up “Edit Page Subscription”. This will subscribe your app to receive webhook events for the Page.
  • In the ‘Callback URL‘ field, copy and paste public URL for your webhook.
  • Do also copy and paste the callback URL to the Dashboard channel facebook page which can be found on the channel and click ‘Channel URL’. See image above.
  • Make sure channel url has been added port. Hover on top of channel name to view the channel port, see the image below.
  • Update the url channel (adding a port be obtained ‘31735‘). See the image below
  • In the ‘Verify Token‘ field, enter the verify token for your webhook. Click the ‘Verify and Save‘ button.
  • On the webhook page, click the “Subscribe” button on ‘comment’.

How to Add “Instagram” Platform to Your Facebook App

  1. Click “Product” button.
  • From the product list page click on “Set Up” button from product with name “Instagram”. The Instagram Platform will be added to your app, and the instagram settings console will be displayed.
  • Add Instagram platform successful,

How to Add Permissions and Feature

  • In left side menu, click on the “Permissions and Features” link to expand the sub menu. Click on “App Review” from the sub menu.
  • on the permission page, click ‘Request’ button on the ‘publish_pages’, ‘Manage_pages’, ‘instagram_basic’ and ‘instagram_manage_comment permissions,
  • Click ‘Continue’ button,
  • App review request successfully,

How to Create a New Instagram Business Channel Rule

This section describes for how to be able to run the youtube channel and how the comment customer in your instagram can be incoming as a ticket to the “Assigned” tab Agent, make a rule first by doing the following steps :

  • First, click the “Customer Service” menu in the main menu and selecting “Rule Management” to create and manage youtube channel that have been created.
  • 3Dolphins will redirect you to rule management page,
  • On the rule management page, click “New Rule” button,
  • 3Dophins will be redirect you to pop up add new rule, select the channel email inbox was the created,
  • Enter rule name,
  • Select rule group,
  • Enter max assignment, click “Save” button,
  • Add rule channel email successfully, 3Dolphins will be redirect you to rule management page and click next page button to view youtube channel rule.
  • Add team member, click “Plus” button,
  • 3Dolphins will be redirect you to pop up add team member,
  • Search member will be added (Example search ‘Mira‘), to add team member click “Plus” button,
  • Added team member successfully,

Result of Create New Instagram Business Channel

  • Click enable toggle to activate instagram business channel has been added,
  • Customer comment in your instagram post,
  • This automatically converts any comment in your instagram post as a ticket that will incoming to the “Assigned” tab Agent or ‘Unassigned‘ tab supervisor.
if you login as ‘Agent‘, make sure agent status is ‘Available‘.

Best Practice Instagram

Customer Agent (Operator)Supervisor
Comment on Instagram post Reply messageReply message
View the posting link that is given a comment by the customer in conversation chat.View the posting link that is given a comment by the customer in conversation chat.
If the customer sends a chat reply in the comment column (not in the reply column) then the chat reply will become a new ticket.If the customer sends a chat reply in the comment column (not in the reply column) then the chat reply will become a new ticket.

Customer

Comment on Instagram post

  • Browse for the photo or video that you want to comment on.
  • Click the “Comment” button.
  • Write your comment, click ‘Post‘ button.
  • Your comment will be added to the list of comments and will become a new ticket on the agent.

Agent (Operator) and Supervisor

Reply Chat

If the customer sends a comment on your post, then the message will become a new ticket.

Posting Link

View the posting link that is given a comment by the customer in conversation chat.

Instagram Gateway

How do I connect two instagram channels in one app? in this case, 3Dolphins uses the channel gateway feature. The channel gateway feature allows data to flow from one Apps to several channels according to the pages.

To use channel gateway, please follow this steps :

  • Start channel gateway, enter query ‘/start-gateway.sh’
  • Settings webhooks on the apps. (On the right side menu, select ‘Webhooks‘, click ‘Edit Subscirption‘ button).
  • Enter callback URL ‘https://channel_url/gateway/callback’

Filed component explanation for ‘page subscription’ :

  • Callback URL  : The URLs that Auth invokes after the authentication process
  1. Use the following callback URL : https://channel_url/gateway/callback
  2. For example    : https://adapter.3dolphins.ai/instagram/callback
  • Verify Token  : Label for token verification
  1. For example    : Instagram Gateway
  • To stop channel gateway, enter query ‘/stop-gateway.sh’

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