What are Connections?

Connections link your Campaignly account to external platforms like Facebook, Instagram, Google Ads, and others. Once connected, you can manage campaigns, pull performance data, and sync audience information directly from Campaignly without logging into each platform separately.

Think of connections as trusted bridges between Campaignly and your marketing tools.

View your connected platforms

1. Go to Settings (gear icon in the top right).
2. Select Integrations from the left menu.
3. You'll see a list of all available platforms and their connection status.
4. Connected platforms show a green checkmark and the connected account name.
5. Not connected platforms display a Connect button.

Add a new connection

1. Navigate to Settings > Integrations.
2. Find the platform you want to connect.
3. Click Connect.
4. You'll be redirected to that platform's login page.
5. Sign in with your account credentials.
6. Review the permissions Campaignly is requesting, then click Allow or Authorize.
7. You'll return to Campaignly. Your connection is now active.

Note: You can connect multiple accounts for the same platform. For example, you can add both your personal Facebook Business account and a client's account.

Update or reconnect an account

If your platform password changed or you need to use a different account:

1. Go to Settings > Integrations.
2. Find the connected platform.
3. Click the three-dot menu next to it.
4. Select Reconnect.
5. Follow the login and authorization steps as if adding a new connection.

The old connection will be replaced with the new one.

Disconnect a platform

1. Navigate to Settings > Integrations.
2. Locate the connected platform.
3. Click the three-dot menu.
4. Select Disconnect.
5. Confirm the action in the dialog that appears.

Important: Disconnecting stops syncing data and removes access to that platform's accounts within Campaignly. Any campaigns using that connection will pause syncing but won't be deleted.

Troubleshooting connection issues

"Connection failed" error during setup

• Clear your browser cache and cookies, then try again.
• Make sure you're using an account with admin or manager access on the external platform.
• Some platforms require two-factor authentication. Complete that setup first.

Data isn't syncing

• Check that your connection is still active in Settings > Integrations.
• Verify the account hasn't been deactivated or had its permissions revoked on the external platform.
• Reconnect the account using the steps above.

Can't see campaigns or audiences after connecting

• The external account may not have any campaigns or audiences yet.
• Check that you have the right permission level on that platform account.

Best practices

• Regularly review your connections. Remove any you're no longer using.
• Use dedicated service accounts for client work when possible.
• If a team member leaves, disconnect their personal accounts and reconnect with a team or company account instead.