Onboarding: Account Setup - Integrations

This onboarding guide will help you connect your Meta accounts and set up Evalent.ai in just a few minutes. The process is simple and takes less than 3 minutes from start to finish.

Step 1: Navigate to Integrations

After signing up and logging into Evalent.ai, you will be directed to your dashboard. On the left-hand menu, locate and click “Integrations.” This is where you can connect your ad accounts, including Meta (Facebook & Instagram).

 

Step 2: Start Meta Integration

In the Integrations view, click on the Meta card. This will open a new login window powered by Facebook Login for Business. Evalent uses this secure login to connect to your Facebook Business account, Pages, and Instagram accounts.

Step 3: Confirm Your Meta Account

You will now see a Facebook popup asking you to confirm your account.

• Click “Continue as [Your Name]” to proceed.

• If you want to use a different account, choose “Log into another account.”

Step 4: Grant Business Access

Next, Facebook will ask which Businesses you want Evalent to access.

You can choose:

• Opt in to all current and future Businesses (recommended, ensures full compatibility), or

• Opt in to current Businesses only (restricted access to currently active Business accounts).

Click Continue once selected.

Step 5: Grant Instagram Access

Similarly, Facebook will prompt you to select the Instagram accounts you want Evalent to connect to.

Choose either:

• All current and future Instagram accounts, or

• Only current accounts.

Click Continue to proceed.

Step 6: Grant Page Access

Now, Facebook will request access to your Facebook Pages.

Here you can:

• Allow Evalent to connect with all current and future Pages (recommended), or

• Restrict access to current Pages only.

Click Continue to confirm.

Step 7: Review Permissions

Finally, review the list of requested permissions. Evalent requires these to:

• Manage your ads and view related statistics

• Manage your Business assets

• Access connected Instagram profiles and posts

• Show a list of Pages you manage

Click Save to finish.

Step 8: Connection Successful

After granting permissions, you’ll return to Evalent.ai.

Your Meta account will now appear as Connected in the Integrations dashboard, showing:

• Connected Account name

• Connection date

• Account ID

• Status (Active)

You can always view details or disconnect later if needed.