Bold CMS supports social linking and automatic story publishing to Facebook Pages. Instagram can also be configured as an optional extension for publishers who want to publish content to an Instagram Business account.

Both integrations can be configured using a single Meta app.

Prerequisites

Before starting the setup, ensure that:

• Facebook account with the required access to the Facebook Page.
• A Facebook Page is available for publishing.
• An Instagram Business account is available if Instagram autoposting is required.
• The Instagram Business account is linked to the Facebook Page through the Facebook Page settings.
• You have access to Meta for Developers to create and configure the Meta app.
• You can complete the required Meta authentication and verification steps.

1. Create a Meta Developer Account

1. Open Meta for Developers.
2. Log in using the Facebook account that manages the Facebook Page.
3. If you do not already have a developer account, complete the registration process.
    

2. Create a Meta App

1. Open My Apps in Meta for Developers.
2. Select Create App.
3. Choose the appropriate app type and use cases for Facebook and Instagram social publishing.
4. Enter the required app details and complete the app creation process.

3. Configure App Use Cases and Permissions

Add the required use cases to the Meta app. Under the relevant use-case settings, configure the following permissions:

• business_management
• pages_read_engagement
• pages_manage_posts
• pages_show_list
• public_profile

If Instagram autoposting is required, also configure:

• instagram_basic
• instagram_content_publish

The permissions and access levels required may depend on the selected use cases and Meta's app configuration.

4. Configure the OAuth Redirect URI

In the Meta app settings, open Facebook Login for Business and add the valid OAuth redirect URI.

Use the following format:

https://<your-frontend-url>/admin/add-social.callback

Replace <your-frontend-url> with the actual frontend URL used for the Bold CMS integration.

For example:

https://shriram-ga4-madrid.qtstage.io/admin/add-social.callback

Ensure the redirect URI matches the domain being used for the integration.

5. Copy the Meta App Credentials

1. Open the Meta app settings.
2. Copy the App ID and App Secret.
3. Keep these credentials available for the Platform CMS configuration.

Important: Keep the App Secret confidential and do not share it through public channels.

6. Configure the Meta App in Platform CMS

1. Log in to Platform CMS with the required administrative access.
2. Open the integration configuration in Platform CMS.
3. Locate the Facebook API Key configuration.
4. Open its three-dot menu and select Edit.
5. Enter the Meta App ID and App Secret.
6. Save the changes.
   

7. Connect the Facebook Account in Bold CMS

1. Log in to Bold CMS.
2. Navigate to Workspace → Settings → Social Sharing.
3. Select Add New Connection.
4. Choose Add Facebook Account.
5. Complete the Facebook authentication process.
6. Continue with the Facebook account shown during authentication.
7. Review and grant the requested permissions.
8. Complete the authorization flow to return to Bold CMS.

8. Verify the Connected Social Accounts

After authorization, open Workspace → Settings → Social Sharing and verify the connected accounts.

When the Facebook Page and Instagram Business account are linked correctly, Bold CMS may display the following accounts:

• Main Facebook Account: The account used to authorize the connection.
• Facebook Page: The Page used for publishing stories.
• Instagram Business Account: The linked Instagram account, if configured.

For auto-posting, disable or remove the main personal Facebook account from the accounts used for publishing. Meta does not support API-based publishing directly to personal Facebook profiles. Publishing should be configured for the Facebook Page and, where applicable, the Instagram Business account.

9. Optional: Configure Instagram Auto-Posting

Instagram setup is required only if the publisher wants to publish stories to Instagram.

Prerequisites

• An Instagram Business account is available.
• The Instagram Business account is linked to the relevant Facebook Page.
• The Meta app has the required Instagram permissions configured.

Setup

1. Confirm that the Instagram Business account is linked to the Facebook Page.
2. Verify that instagram_basic and instagram_content_publish are configured in the Meta app.
3. Complete any required Meta authorization and verification steps.
4. Connect and authorize the relevant accounts through Bold CMS Social Sharing.
5. Verify that the Instagram Business account appears among the available publishing destinations.

10. Verify Permissions and Complete Meta Verification

Before testing auto-posting, verify that the Meta app has the required permissions and access for the intended workflow.

• business_management: Supports relevant business-management access.
• pages_read_engagement: Allows access to supported Page content and engagement information.
• pages_manage_posts: Allows publishing and managing posts on eligible Facebook Pages.
• pages_show_list: Allows the app to access the Facebook Pages available to the authorized user.
• public_profile: Provides access to permitted public profile information.
• instagram_basic: Supports basic access to the connected Instagram account.
• instagram_content_publish: Allows publishing supported content to the Instagram account.

Complete any applicable Meta business verification, app review, or permission approval requirements. These requirements depend on the app configuration and Meta's policies.

Learn how to use Auto post

Important Notes:

• Facebook and Instagram can be configured using a single Meta app.
• Instagram is optional and requires a linked Instagram Business account.
• The Facebook account used for authorization must have the required access to the Page and Meta app.
• Grant the permissions required for the configured publishing workflow.
• Keep the App ID and App Secret secure.
• Personal Facebook profiles should not be used as auto-posting destinations; use Facebook Pages and eligible Instagram Business accounts instead.