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Facebook integration

Redirect your client requests coming from your Facebook in Plannit to respond faster and win more clients.

Stella Marques avatar
Written by Stella Marques
Updated over 2 months ago

By linking your Plannit merchant page to your Facebook page, you'll give your customers easy access to contact you with questions, new job requests or quotes.

You'll benefit from centralizing your requests in one place, making follow-up and planning easier.

Note

Before installing, we recommend that you consult Enhance your company profile on plannit.io.

Important

You must be an administrator (or other role allowing page editing) to add or modify an action button on your Facebook Page.

Install a button on my Facebook page

Installation steps

  • Go to your Settings in the Website integration section and copy the link (see below).

  • Go to your Facebook Page and click on the Pages icon in the left-hand menu.

  • Click on the 3 dots and then on Add Action Button.

  • Select the Contact Us button and click Next.

  • Now select Add a website link and click Next.

  • Insert the link you have copied into Plannit and click Save.

The result

Once the installation is complete, your customers will be directed to this page, where they can communicate with you as follows:

When they click on one of the buttons to interact with you, a form (or your message center) will open and they can add information about their questions/needs, which will automatically create a service request and contact record in Plannit.

🔔 You'll also be notified so you can respond quickly and start planning next steps with the customer.

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