In this article, you'll learn how to effectively set up the Messenger Workflow Action.
Prerequisites: Ensure you have a Facebook business profile integrated into your account settings under Integrations, and the Messenger option must be enabled after integrating the Facebook account.
Step 1: Create or Edit a Workflow
Begin by starting a new workflow or editing an existing one.
Step 2: Set Up Workflow Triggers
Configure the applicable Workflow Trigger(s). For assistance, check our articles explaining how to set up each of the Workflow Triggers.
Step 3: Configure the Messenger Action
Click the “+” icon below your chosen trigger to add an action.
From the External Communications section of the Actions Menu, select Messenger, or use the search feature to locate it. The action setup menu will appear.
(Optional) Change the display name of this action in the provided textbox. Note that this will only affect how it appears within the workflow builder and won't impact the functionality or content of the action.
You can also choose to use a previously created message template.
In the message dropdown, select any custom values that suit your needs. For instance, selecting Contact>First Name and Contact>Last Name will automatically populate the contact's first and last name in the Messenger message.
Click Save Action in the bottom right corner.
Step 4: Save and Publish Your Workflow
Click Save in the top right corner of your browser to save your workflow.
If you're ready to enable your workflow, ensure the toggle switch under Save is set to Publish.
Test your workflow to confirm it's set up correctly by using the Test Workflow button next to the Publish toggle. For a comprehensive guide, refer to our article on Using the Testing Features in Workflows.
Your workflow is now set up and ready to utilize the Messenger Workflow Action!
FAQs for Messenger Workflow Action
What is the Messenger Workflow Action?
The Messenger Workflow Action allows you to send messages via Facebook Messenger directly to your contacts from within your workflow. It automates communication through Messenger, which is beneficial for engaging leads, providing updates, or following up on inquiries.
What do I need before setting up the Messenger Workflow Action?
You must have your Facebook business profile integrated with your account to utilize the Messenger Workflow Action. Ensure the integration is completed prior to setting up this action.
How do I set up the Messenger Workflow Action in a workflow?
Start Workflow: Begin by creating or editing a workflow.
Set Up Trigger: Configure the appropriate Workflow Trigger(s) based on your needs. Refer to our articles for detailed setup instructions.
Add Messenger Action: Click the “+” icon below the trigger to add the action.
Configure Action:
Select Messenger from the External Communications section or search for it.
Optionally, rename the action using the Action Name textbox (affecting only the display name within the workflow).
Choose a pre-created template for the message if needed.
Utilize custom values from the dropdown to personalize your message (e.g., Contact>First Name and Contact>Last Name).
Click Save Action in the bottom right corner.
Can I use templates for the Messenger action?
Yes, you can use previously created templates for your messages, ensuring consistency and saving time when sending common messages.
How do I personalize messages with custom values?
In the Messenger action setup, you can insert custom values to personalize messages. For example, using Contact>First Name and Contact>Last Name will automatically fill in the respective contact information.
How do I save and enable the workflow?
Save Workflow: After configuring the Messenger action, click Save in the top right corner.
Publish Workflow: If ready to go live, ensure the toggle switch is set to Publish.
Test Workflow: Use the Test Workflow button next to the Publish toggle to verify the setup.
What should I do if the Messenger Workflow Action is not functioning as expected?
Check that your Facebook business profile integration is correctly set up.
Ensure the Messenger action is configured accurately and that the message template is correct.
Verify that the custom values are populated correctly.
Test the workflow to identify and resolve any issues.