Coaching Index
Coaching Index
2
Manychat + Shopify Integrations 86 Time Doctor 57
Message Tags 51-52 Trackify 72-73
Messenger Ad Creatives 23 Trello Board 57-58
Messenger FPF for Amazon Sellers 17 UpViral Campaign 26, 63
Messenger Lead Generation 28, 60, 64 Videoblocks 34, 42
Messenger QR Codes 4, 36 Video Tutorial Bonuses 44,46
Messenger Subscription Messaging 24 Viral Contest Flow Template 76
Multi-Touch Attribution 79 Website Lead Generation 62
Multi-Channel Broadcast 54 Written Content for your brand 43
Multi-Channel Strategy 59 Wunderlist 58
Naming Convention 14, 48, 94 ZonTracker 22, 31, 72
Nurture Sequence 28, 39, 66 2019 Opportunities 12
Nurture Leads 66-67
Opinew 74-75
Organic Content Road Map 5
Page moderation and Profanity 74
filter
PDF compressor 47
Pixel Integrations Updates 72
Pixel Me 36
PLR Store 7
PRIVACY POLICY TEMPLATE 28
Product Sourcing & Brand 12
Expansion
Promotional broadcasts 11, 38, 62
PSID 5, 16, 24-26, 31
QR Code Artwork example 4, 10
Quiz in Messenger 6, 17, 24, 54
Quiz Template 42
Quiz Template w/ Upsell 50
Recruiting a team 56
Re-Targeting Strategies 5
Reverse Engineering Competitors 5
ROAS based 8
Sample FB Live video 79
Sequential marketing 34
Share card 17, 26, 28, 49
Share Button 37
Shopify 44, 68, 73, 74
Single used coupon 16
SimpleTexting 57
SMS & Email Marketing 45
Social Media Calendar 19
Social Media Content Strategy 59
Sponsored Messages 7, 24, 52
Standard Meaging 38, 51-52
Steps on how to go LIVE in IG 78
Subscription Messaging 11, 24, 38, 51
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JULY/AUGUST 2018
Q & A Session with Manuel
Copywriting Masterclass
A tour around the Creative Hub where content creation is done. 6 Projects on
how to create actual content:
• Branding
• Retargeting
• Lead Generation
• Catching Messenger Subscribers
• Sales
• Amazon Ranking
Messenger QR Codes
Steps on how to navigate the Messenger QR Code and how to set it up.
• QR Code Flow
• QR Code Artworks examples
• Includes Fiverr Links for Infographics, Flyers and Brochures.
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SEPTEMBER 2018
Q & A Session with Manuel
Re-Targeting Strategies
• Creator Studio
• PSID
OCTOBER 2018
5
Q & A Session with Manuel
SOP: manuelsuarez.com/fasttrackoctober
Discussed:
• Sample quizzes
• Creating quizzes in Messenger
• Creating contest in Messenger
• Creating a referral Message
• Creating a tracker for players using Zapier
• Creating tracker for referrals using Zapier
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Dynamic Ads Basics for E-Commerce
Topics:
• What's new in the Facebook platform?
• Configuring your catalogue.
• What you can do with Dynamic Ads.
• Different types of Audience Targeting.
SOPs you can download:
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NOVEMBER 2018
Q & A Session with Manuel
Core Audiences help you show your ads to the people through the following:
Access to the new "Facebook Inspect" insight which you can use to analyze
and improve your cost per result, etc.
• Manage Costs
• Bid Management
• Audience saturation
• Audience Overlap
• Significant Edit History
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SOP: Ads Beta Integration
3 options:
• Published Posts
• Scheduled Posts
• Custom
2. Dynamic Creative will now also be accessible through the duplication and
guided flow, and an ability to use both images and videos in a single dynamic
creative ad.
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DECEMBER 2018
Facebook Updates and Q & A Session
What's new?
• Video Views.
• Thru Play
• Clicks
• Leads
• Purchases
• Messages
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2. Why is it important to automate Facebook Ads?
3. The Checklist for setting up automated rules
4. Automated Rule - Breakdown of Steps
5. The Automated Rules Unveiled.
• What is a broadcast?
• Subscription Broadcasts
• Promotional Broadcasts
• Follow-up broadcasts.
5. Messenger Strategies.
• Lead Generation
• Content Delivery
• User Re-engagement
6. Page subscription messaging guide.
• Messenger Strategy
• Subscription guide
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Looking Into 2019 Opportunities
Product Sourcing and Brand Expansion Tips with Kian Golzari
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JANUARY 2019
Q & A and 2019 Updates
What's new?
• Personas in LiveChat.
• Google sheets integration update. -Deliver Single use Coupon Codes
without Zapier
• My Account Page - Quick review on all your Pages.
• Using Bot Fields and Custom User Fields in Your Calls.
• Ability to Rename and Delete Old Tags.
• Update Widget Type on Already Made Widgets.
Facebook Marketing Trends for 2019
• The growth of AR/VR on Facebook
• Camera Effects Platform
• Press and hold videos
• 360 Photos/ Videos
• Continuous rise of chat bots
• Facebook Spaces
Get behind the scenes access to content creation for several multimillion-
dollar brands.
To hire an editor click this link (Get $25 coupon code):
http://freeeup.com/manuelsuarez/
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• Sample Video Creations For E-commerce
• Creative Size Guide
• Platform Size Guide
• Training Website
• Downloading Camtasia
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5. BONUS TOPIC: How to Determine to Turn OFF or Scale a Campaign or Ad
set
FEBRUARY 2019
Facebook, Messenger and Instagram Updates
What’s new?
Go over another level basics for Messenger marketing. This is the new email
marketing on steroids!
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• Setting up tags on messenger growth tools and track from where the
traffic is coming
• Dynamically update custom audiences based on your subscriber
actions, engagements and interactions
The ManyChat growth tool contains your growth hackers.
• Set up the Main Menu before you start sending traffic to your
messenger channel
• Single use coupon distribution on Messenger with Google Sheets
• Create customer list with the PSID (Facebook Profile ID)
SOPs to download:
“Rule of 7” in the digital age - it states that a prospect needs to “hear” the
advertiser’s message at least 7 times before they’ll take action to buy that
product or service.
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• Video Views campaign targeting cold traffic
• Re-targeting video watchers to messenger with one of the strategies
• The Amazon Promo Strategy
SOPs to download:
• ManyChat Coupon Bonanza
• Quiz in Messenger
• Freebie SOP
Behind the scenes to show you the exact system that we have successfully
implemented on several e-commerce brands. This is the exact system you
need to implement for YOUR brand in this 2019.
SOPs to download:
MARCH 2019
The Mind-blowing Amazon Full Price Funnel
The Ninja ManyChat Messenger Full Price Funnel for Amazon Sellers. Making
integration between 6 crucial elements and catching leads and sales in the
same time!
Facebook > Messenger > Google Sheet > Zapier > Seller Central > Google
Sheet
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Giving Amazon what they want, which is the full price sales.
SOP: manuelsuarez.com/march1
Using the power of social media has with the right technology, can 10X your
business. The quantity on social media is the way how you penetrate.
Unaware > Problem Aware > Solution Aware > Product Aware > Most Aware
Use of all the platforms available:
• Facebook • Youtube
• IG TV • Linkedin
• IG Feed • Pinterest
• IG Story
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SOPs to download:
• Content Formats
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• Look-alike audience - use your custom audiences to find people similar
to them on Facebook.
APRIL 2019
Facebook Placements
https://newsroom.fb.com/news/2019/03/a-better-way-to-learn-about-ads/
Facebook has the opportunity to choose which placement you want to use
for the campaign. When Facebook launched this feature, it had very little
placements that you can choose from.
Now you can even choose different placements for different objectives, so
you optimize your ads and achieve the lowest cost.
Test different ads on different placements and see which one will perform
better!
SOPs to download:
• Placement Breakdown
• Ad Placement Guide
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How to Generate Massive Amounts of Leads
Lead generation is the way how to get more people into “your
world”. You can offer them with freebies, quizzes or something free
and with value, an offer that is irresistible! If you check Dr. Berg’s
channel, my father’s channel and also my channel, you will see that
we give free mini-courses and lead magnets, which we use to bring
people into your bucket!
SOPs to download:
• Product Catalog
• Conversion Ads
Campaign Budget Optimization and Other FB Updates
One great tool that when installed in your ad account, it will give you data
about the purchases on Amazon coming through the Facebook ad, cost per
purchase etc.
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This allows you to monitor and optimize the Conversion campaigns you have
in the business manager. You will see which ad is converting better and which
one has higher CPR so you can turn it off.
MAY 2019
E-Commerce Ad Creatives
How to achieve the perfect Facebook Ad Creative”. You can break it down into
some easy categories to guide you through the creative process:
• Copy • Video
• Image • Call to actions (CTAs)
SOPs to download:
• Creative Size Guide
• Platform Size Guide
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Lead Generation Ad Creatives
We talk about what ad creative to use when you want to do Lead Generation
campaign.
How we do that?
• Content
• Messenger content - videos, images, articles, audio clips etc.
• Email sequence
• Retargeting ads
The Facebook lead ads can take many forms: quote or demo requests,
newsletter subscription, event registration and more.
SOPs to download:
• Integration 1- FB Lead Form integration to CRM to Outbound Email to
SMS
• Integration 2- Facebook Lead Form Integration to CRM
• Integration 3- Facebook Lead Form Integration to CRM
• How to create a Lead Generation Campaign
• FB Ad w/ voucher SOP
• FB Ad Templates
Messenger Ad Creatives
This internship covers the power of Messenger marketing and all
the features you have in there.
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1. Creating custom audience and LLA for your messenger list
• Create a custom audience of PSID
• Create a contest with the custom audience - it will have the effect of
growth hacking
• Dynamic custom audience - updating automatically by an action step
inside a flow or a rule
2. Reach more people with ads in Messenger Inbox
3. Capture attention with messenger stories
• Acquire customers
• Show customers that you care
• Enable transactions
• Drive awareness
4. Freebie strategy
5. Your campaign goal
6. Email extraction and Zapier integration
SOPs to download:
• Messenger Subscription Messaging Guide
• Email Extraction and Integrations for ManyChat.
➢ Aweber Intergration
➢ Infusionsoft
➢ Nifty Images
• Messenger SOP to increase your Messenger List
➢ Contest in Messenger
➢ Quiz in Messenger
➢ Google Sheets Sample
Retargeting Ad Creatives
It covers retargeting ads and what are the best practices that are working for
us.
SOPs to download
• Integrations and Share Flow Links
o Upgraded Randomizer
o Promo Messages
o Nifty Images
• ManyChat Custom Audience
o Custom Audience PSID
o Dynamic Audience
o FB Ads Templates
Ads Beta Application: https://m.me/ManyChat?ref=w3490726
JUNE 2019
A Deep Dive into Facebook Metrics
Automated rules will do the job for you. When you create one automated
rule, you can scale or kill the losers without moving a finger!
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1. Influencers and User Generated Content
2. Value Based Content
3. Guarantees/Returns
4. Statistics
5. Where Upsells Occur
Takeaway!
The Best and Cheapest Lead Generation Strategy --> Share Card Flow
Next Level Re-targeting Strategy to Convert Your Leads into Sales
• Custom Audience
• create a custom audience based on your existing customer list
• Create Facebook Ads to Convert Leads Into Paying Customers
The New Facebook Ad Lead Form to Messenger --> Messenger Lead Form
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Dynamic Retargeting Strategy
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Facebook to Messenger Lead Generation - There are 4 different types of
questions that you can ask:
1. Short answer
2. Multiple choice (where you add in the potential answers)
3. Conditional (which requires a CSV set up and uploaded)
4. Appointment scheduling
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⚫ How to Create a Dynamic Audience with Manychat SOP
https://help.instagram.com/502981923235522
JULY 2019
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Digital Audiences on Facebook and Instagram Confirmation
➢ Knowledge: Learning how to find these people in the online world. How
to communicate to them. How to inform them that YOU have an
answer to their problem and that there is an easy way for them to
connect with your brand.
Custom Audiences are built from customer data that you already have on
hand – or can easily get – making it easy to reconnect with the people who
have already shown interest in your business.
**You will be uploading this information manually to Facebook Business manager to create
the Audience.
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2. Website Custom Audiences - Instead of users’ email addresses or phone
numbers, you can insert a Facebook Pixel tracking code on your website, sales
page, or landing page and target your Facebook Advertising to all users that
have visited, purchased or triggered an even on a specific page on your
website during a set time period (up to 180 days).
Levels of Commitment
1. Page Like 6. Mini-course
2. Page Engagement 7. View content
3. Video Watchers 8. Add to cart
4. Message/Lead 9. Purchase
5. Website Visits
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The Complete Audience Funnel on Social Media
Confirmation
➢ Dive into audience funnels.
➢ Go over examples of the different stages on a customer journey, from cold,
to slightly warm to extremely hot.
➢ Cover what to do with audiences and how to communicate with them at
the different stages of the customer journey. This is essential to your
success as a social media brand!
Content
• Images • Articles
• Videos • Podcast
TOFU - Top of the funnel
• Content at the top of the funnel facilities AWARENESS
• Top of the Funnel - Social Media Posts , Audio Podcast, Blogs, YouTube
Videos
• Make PROSPECTS problem aware & solution aware
MOFU - Middle of the funnel
• Content in the middle of the funnel facilitates EVALUATION
• Quizzes, Surveys, Discounts, Offers, Webinars, Educations, Resources
• Convert problem aware & solution aware prospects into LEADS
BOFU - Bottom of the funnel
• Content in the Bottom of the funnel facilitates Conversion
Focus to get more ATTENTION - Drive brand awareness
Use Facebook Lead form - SOP for the FB Lead Form integration to
CRM can found on 5/18/19 Internship- Lead Generation Ad Creatives
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theplrstore.com - Brick & Mortar- Buy an E-book as freebie to get leads
Dive deep into the various types of creative at the different stages of the
customer journey. Video and image ads for cold audiences, warm audiences,
very warm audiences are covered in this coaching session.
Templates that will help you create your own ads based on where your
customer is on their journey with your brand is provided.
1. TOFU - Content at the top of the funnel facilitates AWARENESS
• Videos • Blogs
• Articles • Podcast
Before starting with your Top of The Funnel Campaign. You will need to go
deep into researching and learning who your desired audience is.
This would be under the Core Audiences Section and would answer the four
(4) questions:
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• Pinterest Content Strategy
• Create Video View Campaigns and Ad Creative
Now that your Facebook Ad Campaigns have been running and accumulated
data, it is now time to build your bucket of audiences. These Audiences can
be:
Having trouble creating your own eBook or PDF? Hire a Freelancer at:
• www.fiverr.com
• www.freeeup.com/manuelsuarez
SOPs:
• Facebook Ad Creatives FREE PSD Files
• ManyChat Mind Map
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They help your bottom line by driving a predetermined audience through
from brand awareness to product consideration and ultimately to purchase.
Sequential ads are great because people in your target audience will have the
opportunity to see ads in the order you set.
Campaign Goal
• Messages
• Audiece - CBO (Campaign Budget Optimization)
• Creative Assets - 1 image, 1 video, Copy Ideas
• Budget (Daily)
• Duration
• Target CPR (Cost Per Result) 1.50 // REDFLAG 3.50
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SOPs:
• Pixel Me SOP
Link: manuelsuarez.com/pixelme
August 2019
Facebook Messenger Updates
1. Messenger QR Code
Create QR Codes with a logo - https://www.qr-code-generator.com/
Update Starting Aug 15, 2019, Facebook Messenger will no longer recognize
Messenger codes. In their place, you can take advantage of the new QR code
functionality inside ManyChat to draw in new clients or customers.
For those who use the messenger code in the campaign and printed it offline,
you need to go into Growth Tools (Facebook Messenger code) you created,
open the desired Growth Tool, download new code and replace it offline.
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The Growth Tool name still shows the same inside ManyChat.
2. Share Button - The organic share button inside ManyChat would no longer
be available starting August 15. By clicking the share button, you can share
the CARD to any of your Messenger Friends, and it would forward the whole
card including the buttons and links embedded onto it.
6. Location Quick Replies - These elements will no longer show up when a user
is interacting with your bot.
Using a quick reply set for reply type of location to gather a customer’s
location or address and is saved into a custom field will no longer work starting
August 15th.
7. Flow Builder Update (all triggers can easily be seen inside the flow builder)
- It’s simple. Just create a Growth Tool on the canvas and connect it to the
starting step. Trigger this flow with a special keyword or rule—all without
leaving the Flow Builder.
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Note: Existing growth tools, keywords, and rules that are connected to a flow
will automatically appear inside it now. Everything will still work fine
This update was implemented last July 31st, businesses who want to send
non-promotional broadcasts are required to apply for permission from
Facebook.
By now you must have already gotten an approval for subscription messaging,
if not go to manuelsuarez.com/subscription download the guide and get the
approval.
Before you grow your messenger channel you got to have something of value.
• Video Mini-Course
• Resources
• Freebies
• How to Videos
• Information
Messenger Policies: Standard Messaging (24+1)
SOPs:
• The Messenger Channel Mind Map
• Subscription Messaging Guide
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Define your audience:
• Demographics?
• Where do they live?
• What kind of jobs do they have?
• What are their challenges and pain points?
✓ Consider Your Content - Once you have set your goal, you would need to
create a plan of action to achieve it.
A key part of this is to determine the right content for your Audience.
✓ Nurture Sequence
• FB AD
o PDF
o Mini-Courses
o Quiz
• Inside every sequence, there are upsells
• SEQUENCES - 30 messages in a sequence 2 days apart
• BROADCAST
• 24+1
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In basic terms, The ManyChat growth tool is something that helps you
grow your ManyChat Messenger List. This can be connected to your
Facebook Ads, Organic Posts, etc.
✓ Freebie Strategy: Still up to date the freebie strategy is the most useful
strategy to grow your list.
• Free Guide, FREE check-up, Free Mini-Courses, etc.
SOPs:
• Messenger Template
• ManyChat Coupon Bonanza
A deep link creates a very user friendly experience and opens up the
Amazon app directly from your Facebook ads, Messenger flows or any
other source.
*Works for both iOS or Android phones and tablets! - Deep link-->
app.urlgeni.us
SOPs
• Coupon Bonanza Flow • Quiz Lead Magnet
• Google Sheets Template
• Traffic Campaign
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The Facebook Masters Hot Seat (Matthew Boatright)
Auditing an entire Ad account throughout this session.
BONUSES:
• Quiz Template
• Lead Magnet - PDF GUIDE Template
• Hot Seat Strategy
SEPTEMBER 2019
Creating Video Content for Your Brand
Learn from the PROS how to create beautiful video content pieces in minutes
Apps & Tools you can download FREE Stock Videos & Images
• www.shutterstock.com
• www.depositphotos.com
• www.videoblocks.com
• Camtasia
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• https://www.pexels.com/videos/
• https://www.bensound.com/
• https://www.audioblocks.com/royalty-free-audio/music
Learn how to make images that capture attention with ease, how to adjust
dimensions to fit different platforms and placements, how to create story-
telling carrousel images.
Apps & Tools you can download FREE Images
• www.depositphotos.com
• www.bigstockphoto.com
• www.unsplash.com
• www.pexels.com
• www.shutterstock.com
We covered the process of creating written content for your brand. How to
find written content that you can leverage, and how to create a blog post on
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an E-commerce channel like Shopify that you can then use to drive people to
your website.
This type of content is also crucial, and it will help you build an interested
audience you can then retarget to sell products and/or services.
BONUS: Sending SMS through ManyChat
The second Facebook Masters HOT SEAT that Manuel personally auditing a
student’s Ad Account and finding opportunities to SCALE.
Here are the Google Doc Files:
• Cooler
• Seadek
NOTE: Inside this Coaching folder, you will be able to access
the following Video Tutorial Bonuses:
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• Session 2 Carousel Background Tutorial
OCTOBER 2019
Multi-Channel Marketing World - How to use SMS & EMAIL
Marketing in ManyChat
We will teach you how create a Multi-Channel Chat Marketing Channel
that would grow your EMAIL LIST, AND SMS list and how utilize the
power of the multichannel to re-engage subscribers and reset the 24+1
hour rule easily.
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• Pricing for SMS & Email Messages
It covers the AGM Strategies on how to acquire the customers email and
phone number inside Manychat and then integrate it with Google Sheets
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and CRM so you can start growing your Email list as your Messenger list
grows.
Learn how to easily create dynamic Audience, Create a customer list, create
LLA and learn the strategy and how to communicate to this custom
audiences the right way using the Facebook ADs.
NOVEMBER 2019
Important updates you need to know across social
platforms and the Facebook Business Manager
Understand the changes and stay on top of everything for Messenger and
ManyChat updates.
✓ Сolors & Logo are now available in the QR code generator- You will no
longer need to pay for any third party app, ManyChat has now
upgraded the QR code function to add a logo, change background
color, and change foreground color.
✓
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✓ PROMOTIONAL & FOLLOW UP BROADCASTS - The flow should only
have one content block with it, no images or any other extra message
blocks. You can’t also use CONTINUE TO ANOTHER STEP on this
message.
What we can do is use a button that is connected to an action step then
trigger a rule that sends out a flow.
✓ SHARE CARD BUTTON - The share card buttons will no longer be
available for ManyChat & Messenger users.
Moving forward all share card buttons should be replaced with an
OPEN WEBSITE BUTTON and add a REF URL if it’s going back to the
Messenger.
BONUS:
If you have an e-commerce store, this coaching session is for you. We have
discovered some great strategies for Dynamic Ads for e-commerce, and you
are going to want to tune in!
Learn on:
• How to set up Dynamic Catalog Ads for individual products
o Product Set Name
o Your Desired Product in the Product Set
o Option to Add Other Variables on the Product Set
o Selected Products
Dynamic Ads for Product Sets
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Works best for targeting a big group of audience that may had visited a
certain group of products, this are usually products in the same category.
• How to set up Dynamic Catalog Ads for multiple products
o Product Group Set Name
o Your Desired Products in the Product Set. You can select multiple
products to create a dynamic group set.
o Option to Add Other Variables on the Product Set
o Selected Products
• How to use broad matching
• How to use retargeting Dynamic Ads
• How to use Dynamic Audiences in ManyChat with Dynamic Catalog ads
These are the sessions you can go back to:
• How to Create Dynamic Catalog (Module 3 Lesson 8)
• ManyChat Dynamic Audience (September Coaching)
BONUSES:
• INSTAGRAM, FACEBOOK, AND MESSENGER STORIES ADS FEATURES
AT A GLANCE
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November Facebook Master’s Hot Seat
DECEMBER 2019
The Messenger changes you need to know and the updated Messenger
strategy
In this coaching session, we will cover all the updates you should know
about and how to implement this to your channel.
Overview of New Platform Policy (Applies starting January 15, 2020)
Four Main Platform Changes
1. Standard Messaging
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Allows news publishers to send regular news updates to their
subscribers in Messenger. This feature is only available for registered
news Pages under the Facebook News Page Index (NPI).
Page admins may access the subscription messaging request form by doing
the following:
• Go to Page Settings > Advanced Messaging
• Under 'Subscription Messaging' in the 'Requested Features' section,
click the 'Request' button.
4. Sponsored messages
Allow businesses to reengage with people who have an open
conversation with their Page in Messenger.
Can be sent outside the 24 hour standard messaging window and can
include both promotional and non-promotional content.
3 Main Steps to Be Ready
Step 1: Prepare Existing Flows
Tag messages that may be sent beyond the 24-hour window. There are
currently 3 main tags that you can use, these are:
1. Confirmed Event Update
2. Post Purchase
3. Account Update.
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Step 3: Get Familiar & Implement the Omni channel
It’s important for you to get familiar with Message Tags, SMS, & Email
Channels before the changes on January 15th to make sure your channel is
compliant and ready to ride the Omni-Channel Era.
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Message tags are going from 17 to 4, which means you can only send
follow-up messages if they fall under the four identified use cases.
SOPs/BONUSES:
• Chat Marketing Infographic
• Download the shared import link to ManyChat
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How to grow your Messenger lists via paid Facebook
Advertising.
Click HERE for the Flow on the Keyword Unsubscribe for SMS
JANUARY 2020
Building a Team
A team is a group of people with a commitment to one another, to the team,
to a high level of achievement, to a common goal, and to a common vision.
You can find the best people to hire:
• 20four7VA
• FreeeUp
• OnlineJobs.ph
• Upwork
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• Facebook Freelancing Groups
Important positions everyone needs to hire and Job Requirements
• Graphic Artists / •
Designers • Facebook Ad Managers
• Amazon Seller Central • ManyChat Experts
Specialist • Customer Service Team
BONUSES:
US Applicants: agmagency.com/careers
Philippine VA Application: agmagency.com/jobs
HIRING FUNNEL 1
• AGM Share Funnel 1
• Google Form Guide
HIRING FUNNEL 2
• AGM Share Funnel 2
• ManyChat Share Funnel
• Google Sheet Tracker
Quiz Link: https://m.me/agmagency?ref=w7714114
Recruiting a team
Recruiting and building an all-star team is one of the biggest challenges a
leader can face.
Having standardized processes are essential to your business’ efficiency and
success, and hiring is no exception.
TEMI - this is the software we used before in transcribing audio to written text.
1. Checklist on On-Boarding the Staff Templates for the contract signed
by the employee - NDA and NCA
2. Get your team involved in the interview process.
3. Create a standby list of candidates.
4. Our HR Team has a separate Email List of applicants per department.
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5. Put your people first every time.
6. Facebook Ads Process for Recruitment
7. Facebook Ad Formats for Recruitment
Tools used:
• www.loom.com - To record videos
• Egnyte - store videos, images, content, etc
Onboarding Checklist
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Basecamp - is a real time project management application that AGM has used
to keep track, record, and post updates regarding projects, clients or agency
activities.
Trello Boards - is another project management software that helps keep track
of your progress with cards that define each step in the project to be
completed.
• The Catapult Delivery Team
• The AGM Video Editing Team
• The AGM Multi-Media Editing Team
It is used to:
1. Assign Projects
2. Separate the steps
3. Track Progress
Workplace by Facebook Application - is a team messaging tool that
allows you and your employees to send messages and images in real-time.
You can use WorkChat to:
• Post announcements on the feed
• Share Pictures, files or videos
• Set reminders and save conversations
• Create individual or group chats per client or project, to have a better
communication lines
Customer Service Team Productivity Policy
Customer Service Team Policy
Module 2 - Mindset
Module 6 - Targeting
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Module 7 - Ad creation
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As of last year ManyChat announced the Chat Marketing Era where
marketers can now fully utilize SMS, Email and Messenger in one
platform.
• YouTube URL Guide that you can use. Just remove the user ID
and replace it with your own user.
• Copy of the Ad
• Mind Map Link
• Calendar (Scheduled Posts)
FEBRUARY 2020
Messenger Lead Generation
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The Messenger Giveaway Strategy (Coupon Bonanza, Discounts, Single
Use Coupon Giveaway)
• Facebook Comment Growth Tool
• Messenger REF URL
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• Import The Facebook Ad Templates
FLOWS TO IMPORT
When a website visitor takes an action on your website and submits a contact
form, a lead is born.
How it works:
- A targeted audience, who needs help, finds your website offering a
solution, service or advice; they learn from you , they begin to trust you
and they take an action.
A lead generation website has a specific set of pages, each with specific
elements, this also includes specific steps in the marketing funnel from
warming them up until converting them into a lead.
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Lead Generation Strategies
• Contest Lead Generation
• Webinar Registration Lead Generation
• Appointment Setting Lead Generation
• Lead Magnet/FREEBIE Lead Generation
• Giveaway or Promotional Lead Generation
Calendly - Integration to squeeze page
SOP:
Facebook lead ads are a lead generation tactic used by marketers to acquire
highly relevant prospects.
The Pros and Cons of running Facebook lead ads
✓ In-Platform Form Submission
✓ Quick Form Submission by Auto filled Data
✓ No need to Create a Landing Page
✓ Mobile and user Friendly
Disadvantages of Facebook Lead Ads Campaigns
✓ Not using Landing Pages
✓ Poor lead quality
Use a CBO campaign with Facebook Lead Ads and have multiple ad sets so
that the Facebook algorithm can decide which ad set generates the best
results.
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Things to Consider in Building Your Lead Generation campaigns:
• Make the most of mobile.
• Reduce drop-offs.
• Find leads that matter.
• Ask the right questions.
• Integrate with your CRM.
• Give people what they want.
Ninja Customization of Lead Ads
• Add custom questions.
• Use dynamic ads for lead generation.
• The Call to Action.
Schedule a Seminar or Appointment
Other Strategies:
• Real Estate – Schedule Site Visits or Appointments
• Ecommerce – Give out Group Codes After Filling Out Lead Forms
• Webinar Registrations via Lead Forms
• Invite to a VIP Email List
• Quote or Demo Requests
• Newsletter Subscriptions
The NINJA integrations we use with these platforms to keep your leads
nurtured by Email Strategies, Messenger strategies, and Facebook AD
Strategies.
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• CRM Integration
• ActiveCampaign • ConvertKit
• mailchimp • ManyChat
• HubSpot • Zapier
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MARCH 2020
How to Nurture leads that you generated
In this session, we will teach you how to nurture all the leads you generated
up until they converted to be a customer.
SOPs:
Lead nurturing is the building of relationships with individuals who are not
currently ready to buy. They could be ideal customers in the future by
providing them with valuable content which eventually makes them trust your
brand.
Moving people from unknown to advocate in 5 stages.
• Awareness
• Consideration
• Lead Generation and Purchase
• Loyalty
• Advocacy
Content to Deliver in the Purchase Stage
1. Customer reviews or testimonials
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2. Free trial or Live Demo
3. Discounts, or promotions
Getbravo.com - To get a video testimonial
Customer Retention
Now that your audience has moved from prospect to customer, I want to
show ways you can create repeat buyers out of first-time buyers and turn
repeat buyers into loyal customers.
Email Template was given last March 9, 2020 Coaching Session (How to
Nurture Leads that you generated).
• Forbes Article
• A video that Manuel suggested: 45-min interview - Provide stability and
clarity
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Cross Selling and Upselling
APRIL 2020
Setting up your Shopify APPS the right way!
Three main apps we use for our clients and companies’ Shopify stores to
increase conversion rates discussed in this session.
We covered:
• How to use SMS Bumps
• What is OCU and how to use it
• Abandoned Cart Email Sequences
Get a free 90 day trial on Shopify:
http://manuelsuarez.com/shopifyhttp://manuelsuarez.com/shopify
Messenger update:
https://www.youtube.com/watch?v=sZQyLY7ntws
SOP: Get the SMS Bump Template HERE
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Amazon Lead Generation and Sales
In this session, I will teach you how to conquer Amazon Lead Generation and
Sales. We will go over how to utilize Clickfunnels to build your list, optimize for
conversions and track your customers with the Facebook pixel.
We will also cover how to generate leads and sales from Messenger and learn to
use NINJA apps like URLGENIUS and ZON TRACKER.
SOPs:
• Nifty images
This is a continuation of all our previous topics about the customer journey.
Today we will go deep on the 4 steps of the funnel we use in our agency and
show you how to build them step by step.
Related lessons:
• Module 4 Lesson #5 - A Clear Overview of the 3 Levels
• Module 6 - Finding Your Audience on Facebook
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SOP: Account and Store Audit Checklist
This lesson covers how to re-target and turn your prospective customers to
buyers. You will see how to create conversion campaigns to re-target
customers as well as what types of creative and ad copies to use.
• Traffic Campaign 1
• Traffic Campaign 2
• Message Reply 1
• Message reply
• Conversion Campaign 1
• Conversion Campaign 2
• Conversion Campaign 3
• Conversion Campaign 4
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• Conversion Campaign 5
MAY 2020
Business Manager Updates 2020
Vault Release - the best performing ads for the Month of April was shown
inside the vault. These are Lead generation, conversion ads.
EVENTS MANAGER:
• Creator Studio - for posts, insights & engage with your customers
• Asset Library
• Account Quality
• Creative Hub
• Page posts
CREATIVES are:
1. Copywriting- very valuable skill.
2. Video Editing
3. Graphic Designers
The Business Manager is the #1 tool and basic structure. Inside the Business
Manager, you will see:
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• People
• Brands
• Data Assets - Data Sources
o Pixel
o Offline conversions
o Several Pixels
Trackify → Pixel ID
ZonTracker - creates offline events
Facebook Analytics will be discussed on June 2020 Coaching Session
FB Advertising Grants:
https://www.facebook.com/business/boost/grants
YT Link: https://www.youtube.com/watch?v=5hlQUxn-Crg&t=19s
All about Your Facebook Page for Business and Social Media Content
Strategy
Facebook Lead Center - Recently updated (if you don't have the
feature yet, will have to wait for Facebook to update your profile).
You need to be an admin on the page and you can create audiences
directly from the leads center.
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Lead ad forms
Page moderation and profanity filter - You can also upload a csv file.
FACEBOOK SHOP
PROs CONs
user-friendly No integrations with e-commerce
platforms, Woo commerce, Magento,
Open-cart
fulfill order automatically (once E- There is NO option but manual fulfillment
commerce integration is available) at this point
THIS IS THE FUTURE! meant for really small business, not
scalable yet
Internal checkout process 5% stays with FB
Product Visibility You won't have a campaign objective
meant for FB Shops
Continue to store CC data- seamless
purchase process
COACHING INDEX
SOPs:
• Facebook Shop Setup Tutorial
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• Facebook Commerce Policy Guide
• OPINEW Tutorial
• Profanity Filter Sheet
JUNE 2020
The Epic Contest Strategy for Massive Growth Hacking
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• Edit the flows based on the SOP
• Test the flow
• Have a few friends test the flow
• Test it again together with all the integrations including Google
sheet
• Setup the Ads
• Setup the Organic Content promotional strategy
• Launch your campaign
• Monitor Ads
• Scale the winners and cut the losers
• Continue monitoring the ads
• Monitor the contest flows and integrations once a day
• Setup Dynamic ads from the contest participants to promote
your offer
• Nurture your newly acquired audiences with valuable content
through SMS, email and Messenger
• Continue the campaign following all points above until its
completion. Ideally 3 months after launch.
manuelsuarez.com/manychat
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• 2/5/2019 - Facebook, Messenger and Instagram Updates
• 6/26/2019 Coaching about Next Level Lead Generation
Strategies Part 2: Back End Marketing Strategies
• ManyChat and Dynamic audience in the November and
December Coaching sessions
BROADCAST through:
1. DESKTOP
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• Be.Live - You can see the comments and brings them into the
screen.
2. MOBILE
• FB App
1. Go to your FB page and click the "PUBLISH" button
2. Click the "LIVE VIDEO"
3. Add your topic and click "START LIVE VIDEO"
• FB Page App
• IG App
1. Tap the camera icon, or swipe right
2. Scroll to LIVE then tap the "live" icon
3. Number of viewers appears at the top then comments at
the bottom
4. Tap the comment and tap Pin Comment to pin it so that
viewers can see it more easily.
5. When done, tap END then tap to confirm. You may as well
tap the save icon from the top left to save it to your camera
roll, or share it to IGTV.
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Manuel's sample FB LIVE video
This helps you determine the return on investment (ROI) for your
business.
MODEL - is the lens through which the advertiser views the data. A
model's interpretation of the data reveals attribution.
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The Facebook Attribution Tool is designed to give you a more
complete picture of your customer’s journey, so you can make
smarter business decisions.
Requirements:
• Facebook Business Manager
• Facebook Ad Account
• Pixel properly installed!
• Other Ad platforms (Optional)
• Offline events set or apps (Optional)
• People
• Data Sources
• Time zone and Currency
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The Winning Marketer’s Formula - Fix or Scale
Action Plan
JULY 2020
The New Creative Hub Updated Training
How to Create Mockups in Business Manager Creative Hub
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1. Go to Creative Hub 5. Select your Instagram
2. Click on Create Account
Mockup button 6. Choose your ad
3. Fill out your AD NAME format
4. Select your Facebook 7. Click Continue
Page
Then,
1. Go to business.facebook.com
2. Click on the mega menu
3. Click on the EXPAND
4. Under Engage Customers select Creator Studio
• Choose which platform you want to manage
• Choose which page you want to manage
• Choose either to upload a video, go live or post
something
• Access your account notifications
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➢ Insights - Shows the performance of your page during a specific
time
➢ Inbox - Shows your page messages
➢ Monetization - Shows monetization options, setups and overview
➢ Rights Manager - Protect your content from being used by other
creators
➢ Creative Tools - Shows your live dashboard and sound collection
➢ Pages - Grant and verify who has page access and create new
pages
➢ Facebook Insights in Creator Studio - The Insights tab in Facebook
Creator Studio shows you a variety of metrics into your Facebook
content, your Pages and your earnings.
➢ Performance: Get metrics on the performance of your videos, the
videos you share and the videos you cross post across all your
Facebook Pages.
➢ Loyalty: Track when you gain new followers, how often they're
watching and when people are returning to watch most often.
➢ Retention: Better understand how your posts help with audience
retention.
➢ Earnings: See earnings insights from your videos with in-stream
ads.
➢ Performance: Get metrics on the performance of your content.
➢ Loyalty Insights: Grow and support a community of viewers who
come back to watch your videos. Keep track of when you gain
new followers, how often they're watching, and when people are
returning to watch most often.
➢ Audience: Better understand who your audience is, where they
live, what languages they speak and what interests they have.
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Lead Gen Hacks Using ManyChat (Comment Growth Tools)
All you need to do is link the growth tool to a Facebook post or ad,
and when someone comments on the post, they get a message from
your ManyChat bot.
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not support Event, Offer or Job posts, or anything reposted from
another Business Page.
• Scheduled - If you have a post set to publish on a later date, you can
connect the Facebook Comments Growth Tool to it. ManyChat will
start responding to comments once the post goes live.
• Promotable - Facebook ads, Dark Posts, Boosted posts and all other
post types you can promote are supported by the Facebook
Comments Growth Tool. If you create an ad in Facebook Ads
Manager and want to attach the Facebook Comments Growth Tool,
you can find the ad in your settings when setting up the tool.
• All - If you want to respond to every post on your Page, you can do
so with the Facebook Comments Growth Tool.
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• You need to place widgets in your store to generate subscribers
from your store.
• Setup your abandoned cart campaign.
• Build different automations to notify your customers about
abandoned cart messages, abandoned browse and product
shipment updates.
• Offer an automated discount code to your customers.
How can I set up a popup that will show when customers click the 'Add
to cart' button and create their cart?
Choose the modal widget and in the "Initial State" tab, choose the
setting "When does it display". You have the ability to select:
“When clicking to "Add to cart" button".
Choose the SMS modal widget! This widget will make it easy for
your customers to share their contact information with you and it
will also make it easy for YOU to reach them.
How can I set up a popup that will serve as my Customer Chat Growth
Tool and answer the common questions from my customers?
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• SMS Modal • Abandoned Browse
• The ManyChat Message
Abandoned Cart Widget • Order Confirmation
• Abandoned Cart Message
Message
General ManyChat & Shopify Flow Tips
• Create a flow for the individual products you have in the store.
• Always provide value first before you try to sell, offer a FAQ Video,
a PDF Guide or something of value to showcase your product.
• Set your reminder message no longer than 1 hour as the user
might have already forgotten about the product they viewed.
• Always set your message for multi-channel and bring the user back
to Messenger, this will ensure a higher deliverability of your
message.
• You can offer discount codes to entice the users to complete their
purchase. (optional)
AUGUST 2020
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Live Q & A
manuelsuarez.com/socialmarketinghour
CORE AUDIENCE
• LOCATION - Where is your audience located?
• INTERESTS - What are they interested in?
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• BEHAVIORS - What are they’re behaviors?
• DEMOGRAPHICS - What are the Age and Gender?
Audience targeting helps you show your ads to the people you
care about. Allowing advertisers around the world to reach precise
audiences based on four main targeting types:
• Location
• Demographic
• Behaviors
• Interests
Reach people in areas where you want to do business. Ex: you can
even create a radius around a shop to help create more walk-ins.
• Cities
• Countries
• Addresses
• Post codes
• DMAs
• Regions or States
Demographics - Find people based on traits such as:
• Age • Education
• Gender • Workplace, job titles
• Relationship status and more.
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Interest - Find people based on what they're into, such as hobbies,
favorite entertainment and more.
By using the narrow down function you are pinpointing the desired
audience you want to reach with your ads. This allows your
campaign to better optimize for your highly targeted audience.
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AUDIENCE FUNNEL
TOFU Audience - CORE AUDIENCE - This is where you use the 4 Sets
of Facebook Core Audience to build out your TOFU Audience.
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• Facebook and Instagram ad comments management
• Tools to clear your inbox
• Work on your inbox as a team
Types of content:
• Video content • Written content
• Audio content • Infographics
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Best platforms to post on:
• Facebook • TikTok
• YouTube • LinkedIn
• Instagram • Pinterest
You can start with $5 a day. Putting more budget will get you a
faster result.
7 campaigns in total:
• Traffic
• Conversion • Messenger
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• Video views • Branding/Reach
• Engagement • Catalog/Dynamic ads
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