This setup ensures full control of your business assets and seamless integration with Properti, especially for posting, automations, ads, and brand management.
1. Create a Facebook Business Page
Follow these steps to create a properly configured Facebook Business Page.
Step 1: Log In to Facebook
Use your personal Facebook profile. This does not make your profile visible publicly.
Official guide:
🔗 https://www.facebook.com/business/help/104002523024878
Step 2: Create Your Page
Go to Pages in the left-hand menu.
Select Create New Page.
Enter the following:
Page Name (e.g. LJ Hooker Gladstone | Property Management)
Category (e.g. Real Estate Agency, Real Estate Service)
Bio (Short intro about your agency or services)
Pro Tip:
Use consistent naming across all business assets to avoid connection issues later.
Step 3: Add Your Branding
Upload branded visuals:
Profile Picture – usually your agency logo or franchise-approved version
Cover Image – branded banner, office photo, or campaign graphic
Add key business information:
Address
Phone number
Website
Opening hours
Email
Pro Tip:
Double-check spelling and contact details, as this affects all connected platforms, including Properti.
Step 4: Add an Action Button
Choose an action that suits your business:
Call Now
Message
Contact Us
Learn More
This ensures customers can reach you directly from your Page.
Step 5: Assign Page Admins
Go to Settings → Page Roles.
Add key staff with appropriate permissions.
Official guide:
🔗 https://www.facebook.com/business/help/187316341316631
Important:
Only assign Admin access to trusted team members. Admin access provides full control, including removing other admins.
2. Create an Instagram Business Account
Instagram must be a Business Account (not Creator) for scheduling, insights, ads, or Properti integrations.
Step 1: Download and Log In
Install the Instagram app and sign in or create a new account using your business email where possible.
Step 2: Convert to a Professional Business Account
Go to Profile
Tap Menu (≡)
Tap Settings
Select Account
Tap Switch to Professional Account → choose Business
Official guide:
🔗 https://help.instagram.com/502981923235522
Step 3: Complete Your Business Profile
Add:
Business name
Category
Bio
Website link
Contact options (phone, email)
Location (if applicable)
Pro Tip:
Your Instagram Business Account should match your Facebook Page branding for trust and brand consistency.
3. Connect Your Facebook Page and Instagram Account
Connecting these ensures:
✅ Cross-posting
✅ Unified messaging
✅ Ads and boosting
✅ Access in Meta Business Suite
✅ Required for Properti automations and posting
Step 1: Open Facebook Page Settings
Open your Facebook Page
Go to Settings
Select Linked Accounts or Instagram
Step 2: Log In to Instagram
A pop-up will appear → enter your Instagram credentials.
Step 3: Approve All Permissions
Allow access for:
Messaging sync
Cross-posting
Content & ad management
Account linking
Official guide:
🔗 https://www.facebook.com/business/help/898752960195806
Additional Tip: Confirm the Link
On Instagram → Settings → Accounts Centre → Sharing & Logging In
Ensure:
Facebook Page is listed
Cross-posting is enabled
If it isn’t showing, the accounts are not fully connected.
4. Connect Your Assets to Meta Business Portfolio (Business Manager)
Your Meta Business Portfolio securely stores all assets including:
Facebook Pages
Instagram Accounts
Pixels
Ad Accounts
Permissions for staff and agencies
This is required for:
✅ Running ads
✅ Properti integration
✅ Brand controls
✅ Multi-user management
✅ Access to advanced business tools
Step 1: Access Meta Business Suite / Portfolio
Go to:
🔗 https://business.facebook.com
If prompted, create a Business Portfolio.
Official guide:
🔗 https://www.facebook.com/business/help/1710077379203657
Step 2: Add Your Facebook Page
Go to Business Settings
Select Accounts → Pages
Click Add → Add a Page
Choose your Page or paste the Page URL
Important:
Only the Page Owner can add the Page.
If someone else owns the Page, they must add it for you.
Step 3: Add Your Instagram Account
Go to Business Settings
Select Accounts → Instagram Accounts
Click Add
Log in with your Instagram Business credentials
Step 4: Assign People
Assign access levels depending on their role:
Admin – full access
Editor – content/communication access
Advertiser – ad access only
Pro Tip:
Never assign Admin access to temporary staff or contractors.
Step 5: Assign Assets
After adding a person, ensure you also assign:
Facebook Page access
Instagram Account access
Ad Account access (if ads will be run)
Simply adding them to the Business Portfolio is not enough; assets must be assigned.
5. Optional: Verify Everything Is Connected Correctly
In Meta Business Suite, check the following:
Go to:
All Tools → Business Settings → Accounts
You should see:
Your Facebook Page (under Pages)
Your Instagram Business Account (under Instagram Accounts)
A confirmed connection under Accounts Centre
Everything should show as “Connected”.
6. Troubleshooting & Common Issues
Instagram Not Connecting?
Ensure it is a Business account, not a Creator account
Ensure you are the primary admin of the Facebook Page
Confirm the Facebook Page is not owned by someone else's Business Manager
Log out of all Facebook/Meta accounts and reconnect
Can’t Add Facebook Page to Business Manager?
You must be the Page Owner, not just an admin
Check Page Settings → Page Roles → Page Owner
If the Page is owned by a former staff member, that person must transfer ownership
If a franchise/group owns the Page, request access instead of adding
Instagram Still Not Appearing in Ads Manager?
Confirm it is linked to the Facebook Page
Check Business Settings → Instagram Accounts
Ensure permissions were granted
Reconnect through Accounts Centre
Cross-posting Not Working?
Check Accounts Centre → Sharing & Logging In
Ensure the Facebook Page selected is the correct one
Ensure the Instagram account is not connected to another Business Manager
Properti Cannot Detect the Social Accounts?
Check:
Instagram is a Business Account, not Creator
Facebook Page and Instagram account are connected in both places:
Facebook Page settings
Accounts Centre
Both assets are inside your Meta Business Portfolio
You have Admin or Editor permissions