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Connecting Platforms

This guide walks you through connecting your social media accounts to the platform. Each connection uses OAuth for secure authentication.

Before You Begin

Requirements

  • An active account on the platform you want to connect
  • Admin access (for business pages/accounts)
  • Pop-ups enabled in your browser
  • A business or creator account (recommended)

For best results:

PlatformRecommended Account Type
FacebookFacebook Page (not personal profile)
InstagramBusiness or Creator account
Twitter/XStandard or Premium account
TikTokBusiness account
LinkedInCompany Page or Premium profile
ThreadsConnected to Instagram Business

Accessing Integrations

  1. Click Integrations in the main navigation
  2. View the platform grid showing all available platforms
  3. Each card shows connection status

General Connection Process

The process is similar for all platforms:

  1. Find the platform - Locate the card for the platform you want
  2. Click Connect - Opens the OAuth popup
  3. Log in - Enter your platform credentials (in the popup)
  4. Authorize - Grant permissions to our app
  5. Complete - Connection is established

Step-by-Step

Step 1: Click Connect

On the platform card, click the Connect button. A popup window opens.

tip

If no popup appears, check your browser's pop-up blocker. Allow pop-ups from this site.

Step 2: Log In

In the popup, log in to your platform account:

  • Enter your username/email
  • Enter your password
  • Complete any two-factor authentication

Step 3: Authorize

Review the permissions requested:

  • Read profile information
  • Post content on your behalf
  • Access basic analytics

Click Authorize or Allow to proceed.

Step 4: Select Account (if applicable)

If you have multiple pages or accounts:

  1. View the list of available accounts
  2. Select the account(s) you want to connect
  3. Confirm your selection

Step 5: Connection Complete

The popup closes and you return to the Integrations page:

  • Green checkmark appears on the platform card
  • Account name is displayed
  • Connection is ready to use

Platform-Specific Instructions

Facebook

  1. Click Connect on the Facebook card
  2. Log in to Facebook (if not already logged in)
  3. Review permissions and click Continue
  4. Select which Facebook Pages to connect
  5. Click Done to complete

Requirements:

  • You must be an admin of the Facebook Page
  • Personal profiles cannot be connected (Pages only)
  • Business verification is recommended

Troubleshooting:

  • "No pages available" - Create a Facebook Page first
  • "Insufficient permissions" - Ask page owner to add you as admin

Instagram

  1. Click Connect on the Instagram card
  2. You'll be redirected through Facebook (Instagram uses Facebook Login)
  3. Log in to Facebook
  4. Select the Instagram Business account to connect
  5. Confirm permissions

Requirements:

  • Instagram account must be Business or Creator type
  • Account must be linked to a Facebook Page
  • Switch from Personal to Business account if needed

Troubleshooting:

  • "Account not found" - Switch to Business account in Instagram settings
  • "Page connection required" - Link Instagram to a Facebook Page

Twitter/X

  1. Click Connect on the Twitter/X card
  2. Log in to Twitter/X
  3. Review permissions
  4. Click Authorize app

Requirements:

  • Standard Twitter/X account
  • No special account type needed

Troubleshooting:

  • "Rate limit exceeded" - Wait an hour and try again
  • "App suspended" - Contact support

TikTok

  1. Click Connect on the TikTok card
  2. Log in to TikTok
  3. Review permissions
  4. Confirm authorization

Requirements:

  • TikTok Business account
  • Business verification completed

Troubleshooting:

  • "Account not eligible" - Switch to Business account
  • "Region not supported" - TikTok API availability varies by region

LinkedIn

  1. Click Connect on the LinkedIn card
  2. Log in to LinkedIn
  3. Choose what to connect:
    • Personal profile
    • Company Page (if admin)
  4. Review permissions and authorize

Requirements:

  • Admin access for Company Pages
  • Active LinkedIn account

Troubleshooting:

  • "Page not found" - Verify admin status on Company Page
  • "Permissions denied" - Request admin access from page owner

Threads

  1. Click Connect on the Threads card
  2. Log in through Instagram
  3. Authorize the connection
  4. Threads account is linked

Requirements:

  • Active Threads profile
  • Instagram account connected

Troubleshooting:

  • "No Threads profile" - Create Threads profile first via the app
  • "Instagram not connected" - Connect Instagram first

After Connecting

Verify Connection

After connecting:

  1. Check for the green checkmark
  2. View the connected account name
  3. Optionally set as Main account

Test the Connection

  1. Create a test campaign
  2. Select only the new platform
  3. Publish a test post
  4. Verify it appears on the platform

Set as Main Account

If this should be your primary account:

  1. Click the account details on the platform card
  2. Click Set as Main
  3. Star icon appears indicating main status

Connection Security

What We Store

  • OAuth access token (encrypted)
  • Token refresh credentials (encrypted)
  • Basic profile information
  • Account/page identifiers

What We Don't Store

  • Your platform password
  • Private messages
  • Personal account settings
  • Financial information

Revoking Access

You can disconnect at any time:

  1. On the platform card, click Disconnect
  2. Confirm the action
  3. Our access is immediately revoked

You can also revoke access from the platform itself:

  • Facebook: Settings → Apps and Websites
  • Instagram: Settings → Apps and Websites
  • Twitter: Settings → Security → Apps
  • LinkedIn: Settings → Data privacy → Third-party apps

Troubleshooting

Pop-up Blocked

Problem: No popup window appears

Solution:

  1. Check browser address bar for blocked popup indicator
  2. Allow popups from this site
  3. Try again

Connection Timeout

Problem: Popup opens but times out

Solution:

  1. Close the popup
  2. Refresh the page
  3. Try connecting again
  4. Use a different browser if persists

Permission Denied

Problem: Platform shows permission error

Solution:

  1. Verify you're logged into the correct account
  2. Check you have admin access (for Pages)
  3. Review which permissions are requested
  4. Contact page owner if you need higher access

Already Connected Error

Problem: Platform says app is already connected

Solution:

  1. The account may be connected in another workspace
  2. Disconnect from other workspace first
  3. Or connect a different account

Invalid Token

Problem: Connection shows as invalid

Solution:

  1. Click Reconnect
  2. Go through OAuth flow again
  3. Check if platform password changed
  4. Ensure two-factor auth is complete

Next Steps

After connecting platforms: