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Listrak Exchange: Setting Your Permissions in Meta Business Suite
Listrak Exchange: Setting Your Permissions in Meta Business Suite

Learn more about how to ensure a proper connection of your Listrak Account with Meta Lead Ads, setup, and troubleshooting.

Updated over 2 years ago

To ensure a connection between Listrak and your Meta Lead Ads, you will need specific permissions in Meta Business Suite. Log into your Meta Business Suite account and ensure you're listed as an Admin for the page in the areas. If necessary, you can also regenerate your permissions in your individual Facebook account.


Users

  1. Click on the Settings button in the bottom left corner to open an additional pop out menu.

  2. In the People section, your email address should be assigned the role of Business Admin.

    ⚠️ Employees can manage aspects of your Meta Business Suite, but will not be able to set up the syncs necessary to power Listrak Exchange.

Business Assets

  1. Click on the Settings button in the bottom left corner to open an additional pop out menu if not already open.

  2. In the Business Assets section, click on a page or account that will be connected to Listrak Exchange.

  3. Open the Page Access tab and open the dropdown next to your user.

  4. Ensure the toggle is set to ON for the Manage Page option in the Full Access section.

  5. Repeat steps 2-4 for any additional assets.

Integrations

  1. Click on the Settings button in the bottom left corner to open an additional pop out menu if not already open.

  2. Select Integrations, then select Leads Access.

  3. Click on the page that will be connected to Listrak Exchange.

  4. Select the People tab to the right and ensure your name is listed.


Regenerating Permissions

It may be necessary to regrant permissions to Listrak by removing Listrak from the Business Integrations associated with your personal Facebook account being used to manage the relationship.

  1. Log into your Listrak account and navigate to the Settings & privacy section by selecting the arrow in the top right corner.

  2. Select Settings.

  3. In the sidebar, select Business Integrations.

  4. Click the corresponding checkbox to Listrak.

  5. Select Remove and complete the confirmation process to remove.

You will need to regrant permissions to Listrak in the Business Integrations within Listrak Exchange. When logging into Facebook through Exchange, you will be asked to grant Listrak permissions to regrant access. If you're unsure how to connect with Listrak Exchange, click here.

💡 If you decide to review the permissions that are being set by opening the Choose what you allow menu option above, be sure not to remove access for any options. Listrak recommends not altering access to ensure Meta Lead Ads connection remains intact.

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