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Applying for advanced access permissions for the Lead Ads functionality

Updated on August 3, 2022

To use the Lead Ads functionality, you must apply for advanced access permissions for your Facebook app before going live with the integration. To get the advanced access level for any permissions, you must complete the Facebook app review process.

Pega Customer Decision Hub Paid Media Manager User Guide
  1. Log in to your App Dashboard.
  2. Select your Paid Media app.
  3. In the left navigation panel, click App reviewPermissions and features.
  4. Find the following permissions:
    • leads_retrieval
    • pages_show_list
    • pages_manage_ads
  5. If the Ads API Access level for a permission is set to No access, click Get Standard Access and confirm your identity.
  6. If you already have standard access for a permission, click Request Advance Access.
  7. Click Continue the Request.
  8. In the Complete App Verification section of the Request for App Review window, click the Provide verification details icon.
  9. In the App Verification Details window, provide the following information:

    This is not a customer-facing app. This is a server-to-server integration and this system can only be accessed by internal employees for the purposes of advertising to Pega customers.

    This Pega Customer Decision Hub-based application generates Facebook Ads artifacts to target customers with offers selected by the Pega Customer Decision Hub-based system. A customer may be selected to receive an offer for a new Credit Card A. We then create a custom audience and ad set for Credit Card A and associate them. Whenever a customer is selected for the Credit Card A offer they will be placed in that custom audience. If they are later selected for a Credit Card B offer the individual will be removed from the Credit Card A custom audience and placed in the Credit Card B custom audience. If an audience and ad set does not yet exist for that offer, it will be generated.

    In another use case, the Pega Customer Decision Hub-based application generates tactic recommendations by pulling the ad performance data and analyzing it. Advertisers might have a campaign and ad set for a credit card with generic targeting for which the Pega Customer Decision Hub-based application can provide tactic recommendations to include the eligible customers list into the ad set targeting to improve the ad spend.

  10. Click Save.
  11. In the How will your app use the Advanced Access leads_retrieval permission? section, fill out the following details:
    The application exchanges data directly with Facebook APIs only. We use this permission to retrieve the leads that were generated from Facebook.Sample API CallGet Leads by IDsThis API is used to retrieve the Lead information for a Lead Gen ID.APINodeList<Lead> leads = Lead.fetchByIds(Lists.newArrayList(pageIdLeadGenIdMap.values()), REQUEST_FIELDS, context);The prerequisite for retrieving leads from Facebook is configuring the webhook. We provide the necessary endpoint and the verify token in the Paid Media Manager channels configuration for Facebook.
    1. A user fills the details through the Facebook lead ad displayed.
    2. Upon filling, a lead is generated and will be retrieved by our REST endpoint.
    3. We fetch the lead id and use it to fetch the details filled in the lead ad.
    4. We store the details as a prospect.
  12. In the How will your app use the Advanced Access pages_show_list permission? section, fill out the following details:
    The application exchanges data directly with Facebook APIs only. This permission is a dependent permission for "pages_manage_ads" which in turn dependent on "leads_retrieval" permission. As per the Facebook permission guidelines, the permission is used in parallel to the "leads_retrieval" permission. We are not explicitly using this permission anywhere in our application. We require this permission to enable the leads and retrieve the lead ad data that is submitted by the user.
  13. In the How will your app use the Advanced Access pages_manage_ads permission? section, fill out the following details:
    The application exchanges data directly with Facebook APIs only. This permission is a dependent permission for "leads_retrieval" permission. As per the Facebook permission guidelines, the permission is used in parallel to the "leads_retrieval" permission. We are not explicitly using this permission anywhere in our application. We require this permission to enable the leads and retrieve the lead ad data that is submitted by the user.
  14. Click Submit for Review.
  • Previous topic Facebook Ads access levels and permissions
  • Next topic Configuring Facebook Ads destinations in Paid Media Manager

Tags

Pega Customer Decision Hub 8.7 Decision Management

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