Frappe App
Table of Contents
Inroduction
Key Features
Prerequisites
Setup Meta Developer Account
Workspace
Instagram Dashboard
Instagram Settings
Instagram Post
Instagram Story
Support
FAQ
Introduction
This application provides a seamless integration between Instagram and ERPNext, enabling users to effortlessly post content and upload stories directly from the ERPNext system. With this integration, users can streamline their social media management.
Key Features
Seamlessly upload posts, stories, and reels directly from ERPNext with our integrated Instagram solution.
Prerequisites
- Facebook developer account and set Marketing API.
- Link the Instagram page to the Facebook business account or page.
Setup Meta Developer Account
- To integrate Instagram with ERPNext, you need to either create a new Facebook developer account or log in to an existing one.
- Generate a new application to obtain the necessary credentials for uploading posts.
- Click on “Create App” to display the steps for creating an application.
- Select the "Other" option to upload posts and stories from the Instagram page.
- After clicking "Next," showcase the options for selecting the type of application.
- Choose "Business" to access the API for posting images and getting the leads.
- The next step is to provide the app name and email address. If you have a Facebook business account, select the appropriate account.
- Setup the marketing API
- Once you've set up the Marketing API, navigate to the "Graph API Explorer" by clicking on the "Tools" menu in the navbar. From there, you can configure permissions and generate a token.
- Select all the below-listed permissions as shown in the image below.
- Select the user or page where you are to post, then generate an access token by clicking on "Generate Access Token."
- To link your Instagram account with a Facebook page, go to the Facebook page > settings > Linked Accounts. Then, choose Instagram and connect your Instagram page account.
Workspace
In the Instagram workspace, you can access the Instagram Post, Instagram Story, Instagram Settings, Cart Views, and Line Chart.
Instagram Dashboard
The dashboard displays a variety of data visualizations, including number cards, line charts, and bar charts, providing a clear and insightful representation of key metrics.
Instagram Settings
- Enabling the setting grants users access to features for uploading and deleting posts and retrieving leads from Facebook.
- Obtain the client ID and client secret from the Facebook app settings and set them up here. Fill in all the details here from the generated Graph API explorer.
- By default, the page access token time limit is set to one hour. To extend this limit, adjust the time limit in the page access token field and click "generate" to extend the access token's duration to 60 days. After generating, this process automatically repeats every 20 days.
Instagram Post
- To access Instagram posts, navigate to the post list and add and view posts from there.
- To add a new post, simply click on the "Add Instagram Post" button and create a new post.
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Post Status:
- Open:- Upon creating a new post, the default status is set to "Open".
- On Hold:- Once the post is published, the status will be automatically set to "Published".
- Published:-If a post is deleted, its status is automatically set to "Deleted".
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Post Type:
- Reel:- If the user uploads a reel video, they need to select the post type as “Reel”.
- Post:- If the user uploads a photo, they need to select the post type as “Post”.
Instagram Story
- To access Instagram Stories, go to the Instagram Story list.
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Story Type:
- Video:- If you upload a Video to your story, select the "Video" option in the story type.
- Image:- If you upload an image to your story, select the "image" option in the story type.
- By default, the status is set to "Open" when creating a new story after selecting the story type and attaching the image or video.
- To publish the story on Instagram, click on "Create Story".
- Note:- Uploading a video file to Instagram takes approximately 1 minute.
Support
FAQ
How can sales teams use the app to manage their leads?
Sales teams can use the "Lead" section to create new follow-ups, update existing ones, and delete follow-ups as needed. This helps keep track of potential clients and ensure timely follow-ups.
How can marketing teams benefit from the calendar view for follow-up activities?
Marketing teams can use the Calendar View to see a visual representation of all scheduled follow-ups. They can reschedule follow-up events and colour-code follow-ups for better organisation.
On which form can I use follow-ups?
Follow-ups can be applied on the Lead form. You can create, update, and delete follow-ups within the Lead section to ensure timely communication with potential clients.
Can I use follow-ups on quotations?
Yes, follow-ups can be applied to the Quotation form. You can manage follow-ups in the Quotation section using the same steps as for leads, ensuring that all quotations are followed up effectively.
How can executives use the dashboard and reports to track follow-up performance?
Executives can use the dashboard to get a centralized view of all follow-ups and their statuses. The dashboard uses visual elements like charts and graphs to present data, making it easier to understand trends and performance metrics.
