Connecting your Channels to Falcon

Add your channel in a few short steps

  1. Hover over your user icon in the lower left-hand corner of the platform and select Settings from the menu.
  2. Click on Channels under Channel Settings.
  3. Click on the Add Channels button.
  4. Choose the network you would like to connect: Facebook, Twitter, YouTube, Instagram, Tumblr, or LinkedIn.
  5. Authorize each of the permission requests that are asked of you. It's important to not skip any questions or you may run into publishing issues later.
  6. Select the pages you would like to add to Falcon and choose Connect (X) Channels.

Tip:

Be sure you have the login details ready for each of your social media channels, and that you have the required administrative rights for the pages that you want to add (example: you must have 'Manage Page' permissions for your Facebook pages).

Network-specific instructions

Follow the step-by-step above and take the additional steps per network below.

Facebook

When connecting a Facebook Channel, you'll be asked to provide Falcon permissions to connect to your Channels. The following actions should be taken to grant the required permissions:

  1. In the first screen, click 'Continue as *your username*'.

    First Facebook connection step
  2. For the next screen, it is imperative to select all Channels that you want to have connected to Falcon. Then click 'Next'.

    Second Facebook connection step
  3. Grant Falcon all permissions listed. Then click 'Done'.

    Third Facebook connection step
  4. In the final screen, click 'Ok'. You'll be taken back to Falcon where you can complete the connection process.

    Fourth Facebook connection step

Warning:

Not selecting some of the Channels you want to connect, or not granting all permissions, will result in publishing errors and other functionality issues.

Instagram

Before you get started please ensure that you meet the following two criteria:

  • Your Instagram account should be a business account. Not sure how to switch from a personal account to a business account? Read on!
  • You should be an Admin in the Facebook Business Manager, of the Facebook page that your Instagram account is connected to.

Warning:

Instagram has three kinds of accounts: Personal, Creator, and Business. Only Business Accounts can be connected to Falcon.

Switch to an Instagram Business Account on your Instagram mobile app

  1. Log into the Instagram mobile app.
  2. Go to your profile and tap the Settings icon.
  3. Tap Switch to Business Profile.
  4. Tap Switch to Business Profile and select the Facebook Page you'd like to associate with your Business Profile on Instagram with.
  5. Make sure your profile is set to Public. Private accounts can't switch to Business Accounts.
  6. On the Set Up Your Business Profile page, review your business's contact information, make any changes and tap Done.

Alternative: Claim or create an Instagram Business Account via Facebook

To create an Instagram Business Account, it has to be connected to your Facebook page. To enable this, it is important that you are an Admin of the Facebook Page.

  1. On your Facebook Business page, go to Page Settings and claim an existing Instagram account or create a new Instagram account. This is required in order for us to be able to query that Instagram account's metrics into the Falcon platform.
  2. Click on Get Started under "Switch to a Business Profile"
  3. Follow the prompted messages. In order for your Instagram account to be properly converted to a Business Profile, you will need to provide an email address, phone number, or a website.
  4. Once this is complete, refresh your Facebook channels in Falcon by following the steps below.

Note:

The connection to the Instagram business profile will expire after 60 days of inactivity by default. In addition to this, only one Facebook business page may claim one Instagram business profile.

Connect the Instagram Channel to Falcon

  1. In Settings, find the Channel Settings section and click on Channels.
  2. Click on the Connect button under the Instagram logo.
  3. You will be prompted to check whether you have connected your Instagram account to your Facebook page. If you are unsure how to create the connection, please see the steps above. If you have made the connection and you have an Instagram Business account, please click Done.
  4. Once the connection between Instagram and Facebook is complete, check the box next to the Instagram account(s) that you would like to connect to Falcon.
  5. Select the teams to which you want to connect the account by clicking on their names.
  6. Click on the Finish button to complete the connection.
  7. To see the connected channel(s) in the list, please refresh this Channels page in Settings.

Twitter

  1. Select Authorize App.
  2. You'll be redirected back to Falcon.

LinkedIn

  1. Sign into LinkedIn and approve access for Falcon.
  2. Select Continue. You'll be redirected back to Falcon.

Note:

Your LinkedIn page will disconnect from Falcon every 60 days. This is a requirement of LinkedIn's API. To help keep the page connected, you'll get an email reminder each time the page disconnects.

YouTube

  1. Select Accept.
  2. You'll be redirected back to Falcon.

WhatsApp

WhatsApp features are currently only available for specifically whitelisted customers. If you would like to get access to these features, please contact the Support team or your Customer Success Manager.

Tumblr

  1. Select 'Allow'
  2. You'll be redirected back to Falcon.
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