🧙Setup Wizard

When you first visit the module, you'll see a guided Setup Wizard that walks you through the entire configuration. It's like having a friend hold your hand through the process! 🤝

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🚀 How to Access the Setup Wizard

The wizard appears automatically the first time you open the module:

1. Go to Meta Leads → Settings in the sidebar

2. If it's your first time, the wizard starts automatically

3. If not, you can access it at: https://yourcrm.com/admin/facebookleadsintegration/setup_wizard

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📋 The 5 Steps

Step 1️⃣: Create Facebook App

The wizard shows instructions for creating your Meta App.

• Follow the on-screen instructions (or the detailed guide at Create a Meta App)

• Click the "Create Facebook App" link to go directly to Meta

• Once created, click "Next Step" ➡️

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Step 2️⃣: Enter App Credentials

Enter the credentials from your Meta App:

Field	Where to Find It
App ID	Meta App → Dashboard (top of page)
App Secret	Meta App → Settings → Basic → Show

After entering both:

1. Click "Validate Credentials" ✅

2. Wait for the green checkmark

3. Click "Next Step" ➡️

⚠️ You can't proceed to Step 3 until your credentials are validated!

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Step 3️⃣: Configure Webhooks

The wizard displays your unique Webhook URL and Verify Token:

1. Click the 📋 Copy button next to the Webhook URL

2. Click the 📋 Copy button next to the Verify Token

3. Open your Meta App and configure the webhook (see Configure Webhooks)

4. Once configured in Facebook, click "Next Step" ➡️

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Step 4️⃣: Connect Facebook Pages

1. Click the "Connect with Facebook" button 🔵

2. Log in with Facebook and grant permissions

3. Your Pages will appear in a table

4. Click "Subscribe" on each Page you want to monitor ✅

5. Click "Next Step" ➡️

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Step 5️⃣: Configure Lead Settings

Set the default values for incoming leads:

Setting	What It Does	Example
Default Assigned	Staff member assigned to new leads	"John Smith"
Default Source	Lead source in Perfex CRM	"Facebook"
Default Status	Initial lead status	"New"

Click "Complete Setup" 🎉

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🎉 Setup Complete!

After completing the wizard, you'll be redirected to the main settings page where you can:

• See your connection status

• Run a test lead

• Fine-tune settings

💡 You can always change these settings later on the main Settings page!

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⏭️ Skip the Wizard

If you prefer to configure everything manually, click "Skip setup wizard and configure manually" at the bottom of the wizard page.

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Want to learn about all the settings in detail? 👉 Settings Page