1. Benefits of Integrating Facebook Fanpages
Integrating your Facebook Fanpages into the system allows businesses to manage multiple fanpages simultaneously, optimize sales performance, and enhance customer service quality.
Monitor all inbox and comment activities across multiple fanpages from a single interface.
Automatically sync customer data into the CRM system—this facilitates advanced automation workflows.
The “Quick Reply Template” feature helps your team respond efficiently, saving time and ensuring consistency.
Optimize remarketing activities by setting up automatic inbox messages.
2. How to Connect Your Facebook Fanpage
From the homepage, click the left navigation panel, select Social CRM, then choose Facebook. Click Log in with Facebook to connect your Facebook account.
Note: You must log in with a personal Facebook account that has Admin or Editor rights on the desired fanpage.
Log in to your Facebook account with Admin/Editor rights on the Fanpage.
Select the Fanpages you wish to connect with Getfly, then click Continue.
Click Save to complete the connection process.
(*) To add more fanpages later, log out of your Facebook account in Getfly, log in again, and adjust the settings. The system will show a list of fanpages you can add.
Finally, enable or disable Facebook notification settings within Getfly and click Update to finalize the integration.
Requirements for Using Fanpage Management:
Must be using the Social Module of Getfly CRM.
The connected account must have the Facebook Page Management permission.
The integrated Facebook account must have Admin/Editor access on the page.
Must log in using a personal Facebook account during integration.
3. Fanpage Settings
3.1 Activate Fanpage
(a) Fans: The number of likes on the fanpage.
(b) CRM Customers: The number of customers created in Getfly from this fanpage.
(c) Buyers: Number of customers who have generated sales orders in the CRM system.
(d) Orders: Total number of sales orders created by CRM customers.
(e) Total Value: Total amount paid for all related orders.
(f) On/Off: Toggle to enable or disable management of the fanpage on Getfly.
3.2 Automation Settings
(a) Applied Fanpage(s): Select the fanpage(s) to manage (you can choose one or multiple).
(b) Auto-reply to comments containing phone numbers: The system automatically sends a predefined message to any comment that contains a phone number.
(c) Auto-reply to all comments: The system automatically sends a predefined message to all comments regardless of content.
(d) Display CRM username: Show the name of the staff member chatting with the customer, so customers know who they're interacting with.
(e) Auto-hide all comments: Automatically hide comments on posts to prevent information leakage.
(f) Hide only comments with phone numbers: Automatically hide comments that contain customer phone numbers.
(g) Auto-inbox all comments: Automatically send a message to every comment using the content set in section (c).
(h) Auto-inbox comments containing phone numbers: Automatically send a message using the content set in section (b).
(i) Automatically create leads from inboxes/comments: When enabled, the system will automatically create a sales opportunity and assign it to the selected campaign.
3.3 Notification Settings
Select the fanpage and choose which Getfly staff accounts should receive notifications from that fanpage. (You can select one or multiple employees.) If you want to assign different employees to receive notifications from different fanpages, click Add Settings and repeat the configuration.
3.4 Auto Remarketing
Configure automated message campaigns triggered when a customer comments on your posts. You can set the conditions based on time and specific fanpages, and apply them to:
All comments
Only comments that contain phone numbers
You may click Add Message to create multiple message templates.
3.5 Quick Reply Templates
For frequently used responses, this feature allows you to pre-set message templates for quick selection when replying to customers.
You can:
Click the image icon to delete a template.
Add new templates to expand your library.
Edit existing templates at any time.
Once finished, click Update to save all general settings.
To save time, you can store commonly used responses and select the most appropriate one to quickly reply to customers. You may add, delete, or modify these templates at any time.
4. Managing Messages and Comments on Fanpage
Below is the interface for managing your connected fanpages within the system:
(1) Search Toolbar Allows you to search for a specific fanpage connected to Getfly by name.
(2) Messages / Comments / Phone Numbers Filter interactions by:
Customers who sent messages
Customers who left comments
Interactions containing phone numbers
4.1 Responding to Fanpage Messages
To reply to a message, click on the customer’s Facebook name to open the conversation panel. From here, you have the following options:
(1) Attachment Icon: Send files (images, PDFs, Word, Excel files, etc.)
(2) “Quick Reply Template” Button: Choose from pre-configured quick replies set up in section 3.5.
(3) Message Input Field: Type your reply in the message box and click Send or press Enter to deliver the message.
4.2 Creating a New Customer from Fanpage
When a customer provides their phone number or additional information, click the “Add Customer” button (plus icon). A new window will appear allowing you to enter full customer details.
In the first search box, enter the customer's name, phone number, or email to check for existing records.
If the customer already exists in the system, you can add a new contact to their record and save.
If the customer does not exist, proceed to create a new customer record and save.
4.3 Adding Quick Notes to Interaction History
Right within the fanpage management interface, you can add notes directly to the customer’s detailed information panel.
After saving, the screen will display:
(1) Customer Information: Includes phone number, assigned staff, last contact date, total interactions, and revenue generated.
(2) “Reply” Field: Allows you to log conversation history. These notes are automatically synced with the customer profile in the Getfly CRM “Interaction” tab.
(3) Full History: All messages and consultation history with the customer are recorded for reference.
4.4 Disconnecting a Fanpage Contact
If a Facebook profile has been incorrectly linked to a customer, you can select “Disconnect” and then reconnect the correct account to the appropriate contact.
Last updated