Social Media Communication

Modified on Sun, 20 Oct at 12:32 PM

Workflow Action - Messenger

Overview
The Messenger action allows you to send a message directly to a contact via Facebook Messenger. To use this action effectively, the contact must have previously messaged a connected Facebook page no more than 24 hours before arriving at this event. This ensures that the message is successfully delivered, adhering to Facebook's messaging policies.

Action Name
Messenger

Action Description
The Messenger action facilitates sending personalized messages through Facebook Messenger, enhancing engagement and communication with contacts who have interacted with your connected Facebook page within the last 24 hours. This action can be utilized for various purposes, such as sending reminders, updates, or promotional messages.

Action Details

Messenger Action Details

Field	Description	Mandatory
Action Name	Specifies the name of the action for identification within the workflow.	Yes
Templates	Select a pre-configured message template to use. Templates allow for consistency in messaging and ensure compliance with Facebook's message format guidelines.	No
Message	Input the message content to be sent to the contact. Supports the use of custom values and dynamic content to personalize the message.	Yes
Add Attachment	Allows you to attach files or media to the message. This can include images, documents, or other media types relevant to the communication.	No
Add files through URL	Provides an option to attach files via a URL link, expanding the type of content that can be shared.	No
Test Phone Number	Allows testing of the message by sending it to a specified phone number before finalizing the workflow.	No

How to Configure the Action

Add the Action to Workflow: Drag and drop the Messenger action into your desired workflow.
Select a Template: Choose from the available message templates if you have pre-defined messages that you regularly use.
Compose the Message: Enter your message in the provided text box. Use custom values to personalize the message content based on the contact's information.
Add Attachments (Optional): Click on Add attachment to include any files or media with the message. This feature can be used to send images, documents, or promotional content.
Use URL for Files (Optional): If your files are hosted online, use the option to add files through a URL by clicking the + Add button.
Send Test SMS (Optional): Before finalizing, use the test functionality to preview how the message will appear to the recipient. This ensures the message is formatted correctly and the content is accurate.

Example

Trigger: Contact Form Submission
Condition: Contact form submitted through a Facebook ad campaign.
Action: Messenger
Message: "Thank you for reaching out! We received your inquiry through our Facebook ad. Our team will get back to you shortly."
Template: Select a template, if applicable, that aligns with the message purpose.
Add Attachment: Include a brochure or image relevant to the campaign.

By integrating the Messenger action into your workflows, you can maintain a high level of engagement with your audience, utilizing personalized messaging and timely communication through a popular and widely-used platform.

Workflow Action - Instagram DM

Overview
The Instagram DM action allows you to send a direct message to a contact via Instagram. To ensure successful delivery, the contact must have previously messaged a connected Instagram page no more than 24 hours before reaching this event. This adheres to Instagram's messaging policies and ensures compliance.

Action Name
Instagram DM

Action Description
The Instagram DM action enables sending personalized direct messages through Instagram, enhancing interaction and engagement with contacts who have recently communicated with your connected Instagram account. This action is useful for sending reminders, updates, promotional messages, or follow-ups to potential leads.

Action Details

Instagram DM Action Details

Field	Description	Mandatory
Action Name	Specifies the name of the action for identification within the workflow.	Yes
Templates	Select a pre-configured message template to use. Templates provide consistency and can help comply with Instagram's messaging guidelines.	No
Message	Input the content of the message to be sent. You can use custom values to personalize the message for each contact.	Yes
Add Attachment	Allows adding files or media to the message, such as images or documents, to enhance communication.	No
Add files through URL	Provides an option to include files via a URL, enabling the sharing of various online resources.	No

How to Configure the Action

Add the Action to Workflow: Drag and drop the Instagram DM action into your desired workflow.
Select a Template: Choose a message template if you have pre-defined content you wish to use. This helps maintain consistency in your communication.
Compose the Message: Enter your message in the text box. Use custom values to personalize the message, such as including the contact’s name or specific details relevant to them.
Add Attachments (Optional): Click on Add attachment to include any files or media with the message, like promotional images or product documents.
Use URL for Files (Optional): If your files are hosted online, use the option to add files through a URL by clicking the + Add button.

Example

Trigger: Instagram Ad Lead Form Submitted
Condition: Lead form submitted through a targeted Instagram ad.
Action: Instagram DM
Message: "Thank you for showing interest in our products! We’ve received your inquiry through Instagram. Stay tuned for more updates."
Template: Select an appropriate template that aligns with the message intent.
Add Attachment: Attach a product catalog or promotional image.

By leveraging the Instagram DM action within workflows, you can directly reach out to your audience on a platform they actively use, ensuring timely and relevant communication that fosters engagement and builds stronger connections with potential customers.