Check and Establish Connections of Owned Profiles

Once you added owned profiles to the Emplifi platform (see Add a Profile as Owned (Private) or Public), you may need to periodically check their connection status to see which ones have expired connections or have no connections at all and take appropriate action to address the situation.

What a profile connection is

A connection in an owned profile is a connection between the Emplifi platform and a social media platform or a review platform that holds the account connected to the profile.

A connection corresponds to a particular permission within the account (for example, a permission to post content to the account, view the insights, manage direct messages, and so on). Different platforms handle granularity of account permissions differently and offer different sets of available connections to establish.

Publishing
- Supported only for profiles on Facebook, Google Business, Instagram, LinkedIn, Pinterest, TikTok, Threads, WhatsApp, X (formerly Twitter), and YouTube
  Threads is currently in early access. Some features may not be available until the full release. If you do not see the option to add an owned profile for your Threads account and would like access before the general release, contact your Customer Success Manager.
- Not supported for profiles on Snapchat

Insights
- Supported for profiles on Facebook (only for pages with 30 or more likes), Instagram, and LinkedIn (only for company pages/business profiles)
- Not supported for LinkedIn personal pages/private profiles, Pinterest, Snapchat, TikTok, Threads, WhatsApp, X (formerly Twitter), and YouTube
Ads posts
Supported only for profiles on Facebook and Instagram
Messaging
Supported only for profiles on Instagram
Product tags
Supported only for profiles on Instagram
Shared insights
Supported only for public profiles on Instagram

Depending on your business requirements, you may not need to establish all the available connections for your profiles.

For example, if you have an owned profile for an Instagram account and you want to post content to the account and manage direct messages through the Emplifi platform, you have to establish the corresponding connections in the profile. At the same time, if you are not interested in adding product tags to your posts, you do not have to establish the product tag connection.

Why a connection may get expired

A connection in an owned profile gets expired when the connection between the Emplifi platform and the social media platform or a review platform is lost (for example, you changed the password for the account, you changed the Emplifi business integration or deleted it from the account, the level of your access to the account changed, and so on).

Once a connection gets expired, you lose the permission that the expired connection is tied to and cannot perform the corresponding action in the profile (for example, if the publishing connection gets expired, you no longer can post content to the account).

To make a connection more reliable and prevent it from getting expired, make sure that more than one user establishes the connection. The more users are connected, the more reliable the connection is. If one user’s connection gets expired, the remaining users keep the connections live.

Types of profile connection statuses

Depending on the status of individual connections, an owned profile can have one of the following connection statuses:

Connected
Expired
Not connected

Connected

What does it mean?
A profile has at least one active connection and no expired connections. The profile may have connections that are not yet established.
Example
You may want to post content to an Instagram account (therefore, this connection would be active) but do not need to send direct messages (this connection would not be established).
Action needed
Typically, no action is needed until your business requirements change and/or you need to establish the other available connections.

Expired

What does it mean?
A profile has at least one expired connection. The profile may have active connections and connections that are not yet established.
Example
You may want to post content to a Facebook page but you recently changed the Facebook password and this connection got expired. You do not need to see Facebook ads insights, so this connection would not be established yet.
Action needed
You may want to check the expired connections and re-establish them.

Not connected

What does it mean?
A profile has no active connections and no expired connections.
Example
All users who were connected to the profile got disconnected, and you have not yet re-established the connection.
Action needed
You may want to check the available connections and establish some or all of them.

Profiles with the Not connected status are indicated with a dash (-) in the list of profiles.

All public profiles have the connection status set to Not connected. Profiles that were added as owned but eventually lost all live connections change their ownership from owned to public.

Check the connection status of owned profiles

Steps:

Go to Settings -> Channels, and then:
- For profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on), click Social profiles.
- For profiles connected to accounts on review platforms (such as Google Business), click Google businesses.
Review the Connection status column.

Adjust the profile list

For a better view of the connection statuses across the owned profiles, especially when you have many profiles, try the following:

Go to Settings -> Channels -> Social profiles, and sort the profiles by ownership to display all the owned profiles on the top of the list:
Sorting by ownership is supported only for profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on). Sorting profiles connected to accounts on review platforms (such as Google Business) by ownership is not available, because all these profiles are owned by default.
Go to Settings -> Channels -> Social profiles, and filter the profiles to display only the owned profiles with any connection status (for more information about filtering profiles, see Filter Profiles):
Filtering by ownership is supported only for profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on). Filtering profiles connected to accounts on review platforms (such as Google Business) by ownership is not available, because all these profiles are owned by default.
Go to Settings -> Channels -> Social profiles, and filter the profiles to display only the owned profiles with connections of a specific type (for example, publishing or product tags; for more information about filtering profiles, see Filter Profiles):
Filtering by ownership and connection type is supported only for profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on). Filtering profiles connected to accounts on review platforms (such as Google Business) by ownership and connection type is not available, because all these profiles are owned by default and have only the publishing connection type.
Filter the profiles to display only the owned profiles with expired connections (for more information about filtering profiles, see Filter Profiles).
- For profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on), go to Settings -> Channels -> Social profiles.
- For profiles connected to accounts on review platforms (such as Google Business), go to Settings -> Channels -> Google businesses.

Get notified about expired connections

Set up notifications to get notified when a connection gets expired.

In general, you can receive notifications to your email connected to Emplifi (the one you use to log in) and directly on the Emplifi platform (in-product notifications). If you miss an immediate in-product notification, you can find it in your notification center: click your name in the bottom left and then click Notifications.

We recommend that you keep at least one notification channel enabled. However, you can disable both in-product and email notifications, if needed.

Steps:

Go to Settings -> Notifications.
Under the Global section, locate Expired Connection, and select and de-select the notifications to define which ones you want to receive.
Click Save.
Your notification settings are saved.

Re-established expired connections

You can re-establish expired connections in a single profile or in multiple profiles at the same time.

To be able to re-establish expired connections in a profile, you must have credentials to the account connected to the profile and have sufficient permissions in the account itself (the required permissions depend on the platform). For more information, see Add a Profile as Owned (Private) or Public.

Re-established expired connections in a single profile

To be able to re-establish expired connections in a profile, you must have credentials to the account connected to the profile and have sufficient permissions in the account itself (the required permissions depend on the social media platform).

For example, if you want to re-establish a connection in a Facebook profile:

You must have credentials to the Facebook account that manages the Facebook page connected to the profile.
The Facebook account must have full or at least partial access to the Facebook page (if the page is in the New page experience) or must have a page role of admin or editor (if the page is in the Classic page experience).

For more information about the required permissions for each platform, see “Add an owned profile” in Add a Profile as Owned (Private) or Public.

For a profile connected to an account on social media platforms (such as Facebook, Instagram, LinkedIn, and so on)

Steps:

In a browser, log in to the social media account connected to the profile where you want to re-establish expired connections. For example, if you want to re-establish expired connections in a Facebook profile, log in to the appropriate Facebook account.
In the same browser window, access Emplifi, and go to Settings -> Channels -> Social profiles.
Click the profile where you want to re-establish expired connections.
The profile opens.
Click Connect next to the expired connection that you want to re-establish.
Emplifi accesses the data from the platform.
You may be asked to allow Emplifi to access all the relevant data required. Review the requested data permissions and allow Emplifi to access the data.

The connection is re-established.

For a profile connected to an account on review platforms (such as Google Business)

Steps:

In a browser, log in to the account connected to the profile where you want to re-establish expired connections.
In the same browser window, access Emplifi, and go to Settings -> Channels -> Google businesses.
Click the profile where you want to re-establish expired connections.
The profile opens.
Click Connect next to the expired connection that you want to re-establish.
The dialog for reviewing the profile pops up.
A separate browser window opens where you are asked to choose a Google account.
Choose the account.
If it is the first time you are attempting to add a profile for a Google Business account to Emplifi, you are asked to allow Emplifi to access all the relevant data required. Review the requested data permissions and allow Emplifi to access the data.

Emplifi accesses the data from Google, and the dialog shows the profile.
Select the profile on the dialog.
The Add businesses button on the bottom right gets enabled.
Click Add businesses.
The connection is re-established.

Re-established expired connections in multiple profiles at once

Re-established expired connections in multiple profiles at once is supported only for profiles connected to accounts on social media platforms (such as Facebook, Instagram, LinkedIn, and so on). Re-established expired connections in multiple profiles connected to accounts on review platforms (such as Google Business) is not available.

To be able to re-establish expired connections in multiple profiles at once, you must have credentials to the social media accounts connected to the profiles and have sufficient permissions in the accounts themselves (the required permissions depend on the social media platform).

For example, if you want to re-establish connections in multiple Facebook profiles:

You must have credentials to the Facebook account that manages the Facebook pages connected to the profiles.
The Facebook account must have full or at least partial access to the Facebook pages (if the pages are in the New page experience) or must have a page role of admin or editor (if the pages are in the Classic page experience).

For more information about the required permissions for each platform, see “Add an owned profile” in Add a Profile as Owned (Private) or Public.

When re-establishing expired connections in multiple profiles at once, you can do so for only one type of connections at a time. If you want to re-establish several types of connections in multiple profiles, you have to repeat the steps for each type of connections. For more information about connection types, see “What a profile connection is“ earlier in this article.
Processing multiple profiles is going to take some time. How long it will take depends on the number of profiles to process. Typically, it takes a few seconds; however, when a large number of profiles is being processed, it may take longer than a few seconds to complete the operation.

Steps:

In a browser, log in to the social media accounts connected to the profiles where you want to re-establish expired connections. For example, if you want to re-establish expired connections in Facebook, Instagram, and Pinterest profiles, log in to the appropriate Facebook and Pinterest accounts.
In the same browser window, access Emplifi, and go to Settings -> Channels -> Social Profiles.
Click Filter on the top right.
The filter panel opens.
Under Connection status, select Expired.
(Optional) Select any other criteria that are relevant to your use case. For example, you may want to select specific social media platforms or user groups.
Click Filter profiles.
The profiles that meet the filter criteria are listed.
In the list of profiles, select those profiles where you want to re-establish expired connections. You may select all the profiles or only some of them.
Click Connections that appears at the bottom of the page, and select the type of connections that you want to re-establish. For more information about connection types, see “What a profile connection is“ earlier in this article.
The dialog for reviewing and re-establishing the connections in the selected profiles opens. The profiles are grouped per social media platform.
Review the profiles under each group. For a social media platform that has profiles with expired connection of the selected type, click Connect.
Emplifi accesses the data from the social media platform.
You may be asked to allow Emplifi to access all the relevant data required. Review the requested data permissions and allow Emplifi to access the data.

The connection is re-established.
Processing multiple profiles is going to take some time. How long it will take depends on the number of profiles to process. Typically, it takes a few seconds; however, when a large number of profiles is being processed, it may take longer than a few seconds to complete the operation.
If re-establishing the connection fails, make sure that you are logged in to the correct social media account and that this account has sufficient permissions (the required permissions depend on the social media platform). For more information, see Add a Profile as Owned (Private) or Public.
Repeat Step 9 for each social media platform with profiles with expired connection of the selected type.
Not all profiles may have the selected type of connections expired or even supported (for example, the publishing connection is not supported for Snapchat).
Click Done.
The dialog closes. The expired connections are re-established.