Having a strong social media presence helps your business reach more people and drive more sales. One way to extend that reach is by connecting your Facebook account to the CRM, which gives you direct access to incoming Messenger messages from the conversation tab.

📌NOTE: Facebook messaging connection settings are only available for Facebook Pages connected to Meta Business.

Creating Messenger Messages

When a message comes in, the CRM shows which platform it came from, which is handy when you're managing several connected channels.

If a client has previously been in touch via Facebook, you can reply via Messenger directly from the contact conversation. If they haven't contacted you through Facebook before, the option to send a Facebook message won't appear.

Adding Emojis to Facebook Messages

To add an emoji, click the smiley face icon in the actions menu. Search for specific emojis using the search bar or browse by category. To add more than one, just repeat the process. You can also change the skin tone if needed.

Attaching Files to Messenger Messages

To attach a file or image, click the paperclip icon at the bottom of the message box. You'll be prompted to upload from your device or media library. Follow the prompts to finish.

Using Snippets in Facebook Messages

You can use snippets in your Facebook messages too. Click the page icon at the bottom of the message box and a pop-up will appear where you can choose from your existing snippets in the CRM. Select the one you want from the dropdown to insert it.

Click the lightning bolt icon to insert a trigger link and track user activity. Your list of created trigger links will appear once clicked.

Utilizing Custom Values

Click the tag icon to access and insert custom values into your messages. Custom values let you personalise communications and improve customer engagement.

Requesting Payment via Facebook Message

To request payment, click the money icon on the lower panel. A pop-up will appear where you can fill in the invoice details. Once done, click 'Copy link and mark as sent' to finalise.

Internal Comment

To leave a note for your team, switch to the Internal Comments channel using the channel selector. Internal comments aren't visible to the client; they're just for your team to share context, instructions, or updates on the conversation.

Adjusting the Message Box

To minimise or maximise the message box, click the icons in the top-right corner. The window size will adjust while keeping your message intact, whether you stay in the conversation or not.

These tools make it easier to engage with clients and keep conversations running smoothly.