Facebook - Integration Guide for Yotpo SMS & Email

Goals and Outcomes

The Facebook and Yotpo SMS & Email integration allows you to effortlessly sync customers between the two apps, empowering you to build a loyal customer base, leverage advanced segmentation for targeted ads, and drive increased sales.

In this article, you’ll learn how to install and set up the integration.

Facebook Integration Overview

The subscriber sync works in both directions, i.e. from Facebook to Yotpo SMS & Email and vice versa:

• From Facebook to Yotpo: Collect subscribers via Facebook lead ad forms and sync them to your Yotpo account.

• From Yotpo to Facebook: Sync Yotpo SMS & Email lists and segments to custom audiences on your Facebook ad account.

Note

The sync from Yotpo SMS & Email to Facebook occurs every hour, but it may take 24 hours before the new audiences appear in your Facebook account.

To use the Facebook and Yotpo SMS & Email integration, you need:

• A Facebook page with active lead ad forms

• A Facebook ad account

Connecting Facebook and Yotpo SMS & Email

To connect Facebook with Yotpo SMS & Email:

1. In your Yotpo SMS & Email main menu, go to Integrations.

2. Search for Facebook and click Connect Facebook.

3. Log into Facebook and click Continue as {username}.

Note

By default, Facebook grants full access to all available pages. If you want to edit page permissions, click Edit access.

The two applications are now connected. In the modal that appears, click Set up Facebook to configure the integration’s settings.

Syncing Facebook to Yotpo SMS & Email

If you are using Facebook Leads Access Manager, you must grant Yotpo the necessary permissions for the lead ad sync to work. This ensures that leads are sent from Facebook to Yotpo. To do this, Leads Access Manager must be enabled in your Facebook account, and Yotpo must be listed as having access.

Important

Only Meta Business Manager admins can access and modify permissions in Leads Access Manager. An admin can also grant the necessary permissions to other users. To learn how to grant permissions, see Meta’s Business Help Center.

To sync your Facebook leads:

1. Under Facebook to Yotpo lead ad sync, select a Facebook page from the drop-down menu.

2. Select the lead ad form you want to sync subscribers from and, optionally, the Yotpo destination list. If you don’t select a destination list, the default destination will be your Text marketing list.

3. Select the type of subscription: SMS, email, or both.

4. Click Add lead ad connection.

You’ll see a summary of the sync you just added. You can add more by repeating the steps for other lead ad forms across your Facebook pages.

Important

When creating a lead ad form in Facebook, ensure that the field names match Yotpo's supported field names:

• First name: first_name

• Last name: last_name

• Full name: full_name

• Phone number: phone

• Email address: email

This allows Yotpo to recognize the fields and correctly map the values from Facebook. To learn how to change the field names on your lead ad with instant form, see Meta’s Business Help Center.

Syncing Yotpo SMS & Email to Facebook

To sync Yotpo SMS & Email subscribers to custom audiences on Facebook, you need a Facebook ad account. You also must accept the Custom Audience Terms of Service to be able to use custom audiences.

If you haven’t already done so, visit the Custom Audience TOS page and click Accept. You may need to add your Ad account ID at the end of the page’s URL. To find your Ad account ID, log in to Facebook and navigate to your Ads Manager. The ID is visible in the top left corner of the page.

After you accept the TOS, you can sync your Yotpo SMS & Email lists and segments:

1. Under Yotpo to Facebook audience sync, click Select ad account to sync with.

2. In the modal that appears, select an account and click Connect.

Note

If you want to change the ad account, you will have to disconnect the Facebook integration first and then reconnect it.

3. Select a Yotpo list or segment from the drop-down menu.

4. Next, select the Facebook audience to which you'd like to add subscribers, or click Add new audience to create a new one.

5. Click Add audience connection.

You’ll see a summary of the custom audience you just added. To add more audiences, repeat the steps above.

Next Steps

Now that you have successfully set up the sync between Yotpo SMS & Email and Facebook, it's time to take advantage of this powerful integration. Use Facebook's vast reach to expand your subscriber base, and make the most of the synced data to send highly targeted messages, ensuring your campaigns reach the right audience at the right time.

To learn more about how to send SMS and email campaigns, see Creating an SMS Campaign and Creating an Email Marketing Campaign.