The Messenger action in your workflow sends a message to your contacts via Facebook Messenger. For the message to be delivered successfully, the contact must have previously messaged the connected Facebook page in your account, no more than 24 hours before reaching this step.
Use this workflow action to follow up with a prospective client quickly before the lead goes cold, for a more personalised and straightforward approach!
Templates
To use a previously created template for your message, click on the Templates field and select the one you want from the available options in your CRM. Templates help you save time and keep your communication consistent.
Message
If you'd rather not use a template, you can type the message directly into the Message field. Click the Custom Values option (Tag icon) to select specific custom values and personalise the message, such as the contact's name. You can also add Trigger links by clicking the lightning bolt icon.
Add Attachments
To include attachments in your message, click the green Add Attachments button and select the files from your computer. Attachments can help provide additional detail, such as PDFs, images, or documents relevant to the conversation.
Add Files Through URL
You can also include files by entering their URLs into the dedicated field and clicking +Add to attach them to the message. This is useful when sharing files hosted online, such as presentations or downloadable resources.
Save Action
Once you've configured your message, templates, and attachments, click Save Action to finish the setup. Your Messenger action is ready to deliver an engaging customer experience.
By using features like templates, custom values, and attachments, you can create a highly personalised and efficient messaging experience. Use these tools to ensure timely follow-ups and guide your customers towards meaningful actions, whilst keeping communication clear and structured.