Messenger Bot

Messenger Bot Workflow Guide

Contents
• Messenger Bot Workflow Guide
• Scope
• Introduction
• Requirements
• Accessing Messenger Bot
• UI Overview
• Dashboard
• Import Account
• Visual Flow Builder
• Comment Automation (Automations)
• Subscriber Manager
• Messenger Bot
• Broadcasting
• Social Posting
• Search Tools
• Support Desk (Customer support)
• Logout
Scope
This document provides the user with a detailed walk-through of the various workflows of the
Messenger Bot web application. The primary focus is to demonstrate step by step processes
involved in managing and monitoring the Messenger Bot for marketing, sales, and support.

Introduction
Messenger Bot is a software application that provides an Artificial Intelligence-based service to
users to control different customer services, sales, and marketing features. It allows software-
based control to revolutionize conventional ways to conduct businesses. It provides an
automated comment feature, automated messenger tools for better customer service, and a
posting feature.
Messenger Bot consists of a dashboard to help users monitor different statistics of the collected
information. The dashboard helps users to visualize the various aspects of the application thus
providing better solutions. It comes with search tools, to help its users analyze their website.
The Messenger Bot is a user end application used to optimize the social interactions and
providing a direct line of communication between the customer and their problem.

Requirements
• Internet Connectivity: Required
• Recommended Browser: Google Chrome, Safari, Firefox.

Accessing Messenger Bot

The initial steps for accessing the UI and using Messenger Bot are explained in this section.
1. Enter the https://start.Messenger Bot.app/home/login_page in your Browser.

2. The login page of the Messenger Bot will appear on the screen.
3. Enter your credentials to begin.
Note

• If the account doesn’t already exist, the user needs to enter the required
information after selecting Create one option from the login page.
 Then fill in every required information for your account.

Be sure to check the terms and conditions, then click "Send" when done.

• For login, users can also use Login with Google or Login with Facebook options
from the login page.
UI Overview
This is the default view of the UI that appears on the screen after user login activity once the
account is (required only the first time).

Field Name Description

Active Profile It is located at the top left corner of the UI next to Current Profile. It
displays the name of the active profile. User can access the following:
• Profile: Change the profile settings
• Activities: View your calendar
• Tutorial
• Short cut to Facebook profile
• Change password
• Logout
 Notifications The alarm icon beside the active profile displays all the latest
notifications that are either new or unread by a user.

Navigation Sidebar It is located in the top left corner of the UI. Click on the hamburger
(Hamburger Menu) menu icon to expand/minimize it. It allows the user to switch
between various views provided by Messenger Bot’s UI.

Switch Language It is located at the bottom right of the UI. Click on the already
selected language, a list of available languages will appear on the
screen. Select any language to which you want to switch.

To have a detailed overview for each, click on the respective section name from the list of
various views shared below:
• Dashboard
• My Account
• Customer Support
• Tutorials
• Import Account
• Flow Builder
• Opt-in Form Builder
• Facebook Interest Explorer
• Automation
• Broadcasting
• Ecommerce
• GMB Manager
• Messenger Bot
• Social Media Management
• Subscriber Manager
• Image Editor
• Search Tools
• Affiliate Program
• Payment
• Support Desk
Dashboard
Messenger Bot’s dashboard collects user traffic-specific information and helps the user to
visualize the various aspects of Messenger Bot in the form of graphs. This dashboard is also the
default view of the Messenger Bot application
However, to view the dashboard select the Dashboard option from the navigation sidebar. The
following screen will appear on the application window:

It is further divided into 15 widgets:

• Startup Overview
• Order Statistics
• Last 7 days subscribers
• 24 hours interaction
• Male vs female subscribers
• Subscriber’s data
• Latest subscribers
• Subscribers from different sources
• Last auto reply
• Completed bulk message
• Upcoming Facebook poster campaign
• Completed Facebook poster campaign
A brief description of each widget is also shared in the section below.
Startup Overview
This is located in the upper row part of the dashboard, the 4 widgets. These are the basics of
Messenger Bot that new user needs and most common things a user will use such as Tutorials,
Import Account, Bot Settings, and Flow Builder.

Order Statistics
This widget displays stats based on the number of subscribers the integrated Facebook page
has and categorizes them month-wise.
- To view the stats of different months, select the already selected month. A dropdown menu will
appear on the screen, select a different month this time.
Last 7 days subscribers
This widget displays the total number of subscribers, the integrated Facebook page has in the
past 7 days.
- To view the date-wise number of subscriptions, click on this widget.
24 Hour Interaction
This modal view displays the interaction made in the past 24 hours. It classifies the number of
subscribers based on the time they subscribed to the Facebook page. The widget uses a graph
to display this interaction.
1. Hover over the graph to view the number of subscribers per hour.

Male vs female subscribers

This view displays the graphical representation of the existing male subscribers’ ratio versus the
female subscribers. A gender-wise classification based on the number can be observed by
respective dates on hovering the parts of the graph.
 ’

Subscriber’s Data
This widget displays a summary of all the subscribers. It provides the following information
about the subscribers:
• Email-address gain
• Phone number gain
• Birthdate gain

You can scroll down to access the remaining fields. You can select the time period to narrow
down the search.
The widget classifies male data in purple color while female subscriber’s data in red color.
Latest subscribers
This section displays a link to all the latest subscribers. You can reach out to them by selecting
Go to inbox.
This widget also provides a shortcut to the Facebook page to which the subscribers are
associated. Click on the page name, as shown “Demo” page as an example below:
Subscribers from different sources
You can also visualize a summarized view of total number of subscribers from different sources.
It displays statistics of subscribers from following sources:
• Checkbox plugin
• Direct from Facebook
• Sent to Messenger Plugin
• Comment Private Reply
• Customer chat plugin
• M.me link

Last auto reply

This section displays a summary of the auto reply feature. It displays the details like:
• Reply was sent to whom
• Reply time
• Comment ID
• Comment

You can click on Comment ID to redirect to the comment which was auto-replied on your page.
Completed bulk message
You can view the statistics and exacts the number of the completed bulk messages. Click on
View all to redirect the bulk message screen to the Facebook Poster screen.
Upcoming Facebook poster campaign
You can view the statistics and exacts the number of upcoming Facebook poster campaigns.
Click on View all and you will be redirected to the Facebook Poster screen.

Completed Facebook poster campaign

You can view the statistics and exacts the number of completed Facebook poster campaigns.
Click on View all and you will be redirected to the Facebook Poster screen.
Import Account
To make Messenger Bot application function, you need to import your account to it. You can
import your Facebook account by selecting the Import Account option from the side navigation
bar.
1. Select the Import Account option from the navigation sidebar. A screen containing Login with
Facebook will appear.

2. Select Login in with Facebook option.

3. Continue with your Facebook user profile.

Allow all the things that you need then click "OK".
Note

• If you are not logged in, then you need to login to your Facebook account to continue.
4. Once logged in, a list of pages will appear that are associated with your imported Facebook
account. Select the pages you want to import by clicking on the square checkboxes next to the
names of available pages. Select Next.

5. Turn on the slider button against the options you want to allow the Messenger Bot Application
to perform actions to. The options include, receive your email address, manage your pages, and
other management-related permissions.

Note

• To make the Messenger Bot application perform most adequately, allow all management
permissions.

6. Once given the application all permissions, select Done.

Your existing Facebook account will be imported to Messenger Bot along with different rights of
accessibility and integrations.

Login with Facebook

As mentioned in Accessing Messenger Bot section, one way to access the Messenger Bot
application is to login with your Facebook account.
Switch accounts
Once logged in with Facebook, you can manage multiple accounts as well. Select your account
profile from the top right of the screen. A dropdown menu will appear containing multiple
accounts that are logged in already. You can select any of your accounts based on your
requirements and manage the bot settings.

Enable Messenger Bot

Once the account is imported, you need to enable the Messenger Bot application.
1) Select the icon next to the page name.

2) A dialogue box will appear, then select OK to proceed.

Bot connection will now be enabled.

Disable bot connection

To disable the bot connection, you need to select icon next to the name of your Facebook
page.
Bot connection will be disabled.

Delete bot connection

You can delete all bot connections and reset the settings once again by selecting the icon
next to the name of your Facebook page.
Delete Facebook Page
You can delete your page from the database by select icon against the page name in the
page list.

Note

• To delete any page you need to enable the delete button you need to disable the bot

connection by selecting icon.

Delete Facebook account

To delete the Facebook account, select the icon, next to the account’s user name. Deleting
the user account will also remove the pages associated with that account.
 Note

• Once deleted, you can still import your account once again and reconfigure it.

Messenger Bot Integration from Facebook

To integrate the Facebook account and manage Messenger Bot permissions from the Facebook
platform, follow the steps given below:
1. Log into Facebook and click in the top right of Facebook.
2. Click Settings.
3. Click Apps and Websites on the left.
4. Click Business Integrations on the left side.

5. Filter between Active or Removed at the top, or search for Messenger Bot business
integration using the search bar to the right.

6. Click View and Edit next to the Messenger Bot business integration to control the info it
has access to.
 Adjust your settings by checking or unchecking the boxes next to your information or
using the dropdown menus, and then click Save.

Remove Messenger Bot integration

To remove Messenger Bot integration, select Messenger Bot then click Remove > Remove.
If a business integration is:
• Active: You've connected Messenger Bot integration to your account. Messenger Bot
can manage your ads, Pages, groups, events, messages, or other business info.

• Removed: You've disconnected Messenger Bot integration from your account. It can no
longer manage your ads, Pages, groups, events, messages, or other business info. It'll
also no longer be able to request private info about you, but it may have the info you've
previously shared.
Visual Flow Builder
INTRODUCTION: Getting Started is Easy!
Welcome to Messenger Bots Flow Builder. This documentation guide you that how you can
effectively use the Flow Builder feature.

Get Started
In this section, we will be introduced to the features that come with Messenger Bot Flow
Builder. So let's start.
Click on the Visual Flow Builder menu in your dashboard on your left.

Click again on the Create new flow button and select the Facebook page you want to create a
bot for.

Now, click on the Ok button.

It will then take you to the visual flow builder interface like the screenshot below:
Now you can see the dock menu marked in a red box. From this dock menu, you can drag the
Text component and drop it on the editor at any place.

Dock Menu contains components. You can use them arbitrarily to create your bot flow. No
matter how long the bot flow is. So, you can reuse those components again and again.
The dock menu comes with the following components:
1. Text
2. Image
3. Generic Template
4. Carousel
5. Carousel Single
6. Audio
7. Video
8. File
9. Facebook Media
10. Ecommerce
11. User Input Flow
12. OTN
 13. Button
14. Quick Reply
15. Trigger
16. New Postback

The can be moved over to the editor. Grab the dock menu's header by the mouse pointer or
any position with the components and try to move the mouse position. Thus you can put it
where you like to.

To minimize the dock menu, click twice on its header. You will see a tiny red box after
minimizing the dock menu. Click twice on it to reopen the dock menu again.
Trigger Component
Introduction
The Trigger component will allow you to get started with the bot. All you need to connect it to a
Start Bot Flow or New Postback. It has only 1 output socket.
• Output: Next

Connections
Next may be connected to one of the following components:
• Start Bot Flow, and New Postback

How to create Trigger component

Let us see how we can get started a bot.

Dragging and Dropping

From the dock menu, drag the Trigger component and drop it on the editor and connect to
either Start Bot Flow or New Postback component. Once you're done with making the bot.
Save the bot flow and start with a messenger.
Adding Data
To add data to the Trigger component, click twice on the body of the Trigger component. It will
open a sidebar on your right. Now provide some keywords there separating by a comma. In our
case, we're providing single keyword products. Now click on the OK button.
Then connect it to either Start Bot Flow or New Postback component.
New Postback Component
Introduction
The New Postback component will allow you to make multiple postbacks through a single bot
flow. Each postback will be stored as a standalone postback under the hood. So, you may
trigger them later via trigger components if you want. It has 1 input socket and 1 output socket.
• Input: Reply

• Output: Next
Connection
The Reply may get a connection from one of the following components:
• Quick Reply, Button, and Trigger

The Next may be connected to the following component:

• Text, Carousel, Facebook Media, Image, Video, Audio, File, Ecommerce, User Input
Flow, Generic Template, and OTN
How to create a New Postback component
Let us see how we can create a new postback component.

Dragging and Dropping

From the dock menu, drag the New Postback component and drop it on the editor at any
place.

Adding Data
To add data to the New Postback component, click twice on the body of the New Postback
component. It will open a sidebar on your right. Give it a name. You may choose a label(s) or
sequence if you need.
Once done, click on the OK button.
Text Component
Introduction
The Text component will allow you to reply with text content only. It has 1 input socket and 3
output sockets.
• Input: Reply

• Output: Next, Buttons, and Quick Replies

Note: Next to Quick Replies!?

There is a condition between Next and Quick Replies. Using either Next or Quick Replies,
you can connect to other components. But you can't connect to others from both.

Connections
The Reply may get connection from one of the following components:
• Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Generic Template, Ecommerce, and OTN
Next may be connected to one of the following components:
• Text, Carousel, Facebook Media, Image, Video, Audio, File, User Input Flow, Generic
Template, Ecommerce, and OTN.
Buttons may be connected to the following component:
• Button - you may connect up to 3 Button components to the Text component.
Quick Replies may be connected to the following component:
• Quick Reply - you may connect up to 11 Quick Reply components to the Text
component.

How to create a Text component

Let us see how we can create a reply with text.
Dragging and Dropping
From the dock menu, drag the Text component and drop it on the editor at any place.
Adding Data
To add data to the Text component, click twice on the body of the Text component. It will open
a sidebar on your right. Fill in the fields that you need.

Delay in Reply
If you want to show the typing state on the bot or delay in replying, then you can use those
fields.
Image Component
Introduction
The Image component will allow you to reply with an image. It has 1 input socket and 2 output
sockets.
• Input: Reply

• Output: Next, and Quick Replies

Quick Replies: You can connect up to 11 Quick Reply components to the Image component.

Note: Next to Quick Replies!?

There is a condition between Next and Quick Replies. Using either Next or Quick Replies,
you can connect to other components. But you can't connect to others from both.
Connections
The Reply may get connection from one of the following components:
• Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Generic Template, Ecommerce, and OTN
Next may be connected to one of the following components:
• Text, Carousel, Facebook Media, Image, Video, Audio, File, Ecommerce, User Input
Flow, Generic Template, and OTN.
Quick Replies may be connected to the following component:
• Quick Reply

How to create an Image component

Let us see how we can create a reply with an image.
Dragging and Dropping
From the dock menu, drag the Image component and drop it on the editor at any place.
Adding Data
To add data to the Image component, click twice on the body of the Image component. It will
open a sidebar on your right. Fill in the fields that you need.
Delay in Reply
If you want to show the typing state on the bot or delay in replying, then you can use those
fields.
Generic Template Component
Introduction
The Generic Template component will allow you to reply with an image, or title and subtitle, or
all. It has 1 input socket and 3 output sockets.
• Input: Reply

• Output: Next, Buttons, and Quick Replies

Note: Next to Quick Replies!?

There is a condition between Next and Quick Replies. Using either Next or Quick Replies,
you can connect to other components. But you can't connect to others from both.

Connections
The Reply may get connection from one of the following components:
 • Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Ecommerce, Generic Template, and OTN

Next may be connected to one of the following components:

• Text, Carousel, Facebook Media, Image, Video, Audio, File, Ecommerce, User Input
Flow, Generic Template, and OTN
Buttons may be connected to the following component:
• Button - you may connect up to 3 Buttons to the Generic Template component.
Quick Replies may be connected to the following component:
• Quick Reply - you may connect up to 11 Quick Replies to the Generic Template
component.

How to create a Generic Template component

Let us see how we can create a reply with a generic-template.
Dragging and Dropping
From the dock menu, drag the Generic Template component and drop it on the editor at any
place.

Adding Data
To add data to the Generic Template component, click twice on the body of the Generic
Template component. It will open a sidebar on your right. Fill in the fields that you need.
Delay in Reply
If you want to show the typing gif image on the bot or delay in replying, then you can use those
fields.
Carousel Component
Introduction
The Carousel component will allow you to reply with a carousel. It has 1 input socket and 3
output sockets.
• Input: Reply

• Output: Next, Items, and Quick Replies

Note: Next to Quick Replies!?

There is a condition between Next and Quick Replies. Using either Next or Quick Replies,
you can connect to other components. But you can't connect to others from both.

Connections
The Reply may get connection from one of the following components:
 • Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Ecommerce, Generic Template, and OTN

Next may be connected to one of the following components:

• Text, Carousel, Facebook Media, Image, Video, Audio, File, Ecommerce, User Input
Flow, Generic Template, and OTN.
Items may be connected to the following component:
• Carousel Single - you may connect up to 10 Carousel Single components to the
Carousel components.
Quick Replies may be connected to the following component:
• Quick Reply - you may connect up to 11 Quick Replies to the Carousel component.

How to create a Carousel component

Let us see how we can create a reply with carousel
Dragging and Dropping
From the dock menu, drag the Carousel component and drop it on the editor at any place.
Next, you see 3 Carousel Single components and 3 Button components have been created with
the Carousel component.

Adding Data
To add data to the Carousel component, click twice on the body of the Carousel component. It
will open a sidebar on your right with only fields asking reply-delay and type-state. Interact with
them if you need.
By default, we provided 3 carousel single items. You can add more if you wish. Now it's time to
prepare a carousel single component. Make double-click on each of them to provide data as
you need.
Having done with filling in carousel single, you may go for button component to be provided
with your carousel. Make double-click on the button component to fill in data as you need.
Carousel Single Component
Introduction
Carousel Single component will allow you to reply with an image, or title and subtitle, or all. It
has 1 input socket and 1 output socket.
• Input: Reply

• Output: Button

Connections
The Reply may get connection from the following component:
• Carousel

The Button may be connected to the following component:

• Button - you may connect up to 3 Button components to the Carousel Single
component.
How to create a Carousel Single component
Carousel Single is dependent on the Carousel component. So we make it prepare to be
connected to the Carousel component.
Dragging and Dropping
From the dock menu, drag the Carousel Single component and drop it on the editor at any
place.
Adding Data
To add data to the Carousel Single component, click twice on the body of the Carousel Single
component. It will open a sidebar on your right. Fill in the fields as you need.
Delay in Reply
If you want to show the typing gif image on the bot or delay in replying, then you can use those
fields.
Audio Component
Introduction
The Audio component will allow you to reply with an audio file. It has 1 input socket and 2
output sockets.
• Input: Reply

• Output: Next, and Quick Replies

Note: Next to Quick Replies!?

There is a condition between Next and Quick Replies. Using either Next or Quick Replies,
you can connect to other components. But you can't connect to others from both.

Connections
The Reply may get connection from one of the following components:
• Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Ecommerce, Generic Template, and OTN.
Next may be connected to one of the following components:
• Text, Carousel, Facebook Media, Image, Video, Audio, File, Ecommerce, User Input
Flow, Generic Template, and OTN.
Quick Replies may be connected to the following component:
• Quick Reply - you may connect up to 11 Quick Replies to the Audio component.
How to create an Audio component
Let us see how we can create a reply with an audio component.
Dragging and Dropping
From the dock menu, drag the Audio component and drop it on the editor at any place.
Adding Data
To add data to the Audio component, click twice on the body of the Audio component. It will
open a sidebar on your right. Fill in the fields that you need.
Delay in Reply
If you want to show the typing state on the bot or delay in replying, then you can use those
fields.
Video Component
Introduction
The Video component will allow you to reply with a video file. It has 1 input socket and 2
output sockets.
• Input: Reply

• Output: Next, and Quick Replies

Note: Next to Quick Replies!?

There is a condition between Next and Quick Replies. Using either Next or Quick Replies,
you can connect to other components. But you can't connect to others from both.

Connections
The Reply may get connection from one of the following components:
• Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Ecommerce, Generic Template, and OTN.
Next may be connected to one of the following components:
• Text, Carousel, Facebook Media, Image, Video, Audio, File, Ecommerce, User Input
Flow, Generic Template, and OTN.
Quick Replies may be connected to the following component:
• Quick Reply - you may connect up to 11 Quick Replies to the Video component.
How to create a Video component
Let us see how we can create a reply with a video component.
Dragging and Dropping
From the dock menu, drag the Video component and drop it on the editor at any place.
Adding Data
To add data to the Video component, click twice on the body of the Video component. It will
open a sidebar on your right. Fill in the fields that you need.
Delay in Reply
If you want to show the typing state on the bot or delay in replying, then you can use those
fields.
File Component
Introduction
The File component will allow you to reply with a file. It has 1 input socket and 2 output
sockets.
• Input: Reply

• Output: Next, and Quick Replies

Note: Next to Quick Replies!?

There is a condition between Next and Quick Replies. Using either Next or Quick Replies,
you can connect to other components. But you can't connect to others from both.

Connections
The Reply may get connection from one of the following components:
• Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Ecommerce, Generic Template, and OTN.
Next may be connected to one of the following components:
• Text, Carousel, Facebook Media, Image, Video, Audio, File, Ecommerce, User Input
Flow, Generic Template, and OTN.
Quick Replies may be connected to the following component:
• Quick Reply - you may connect up to 11 Quick Replies to the File component.
How to create a File component
Let us see how we can create a reply with a file component.
Dragging and Dropping
From the dock menu, drag the File component and drop it on the editor at any place.
Adding Data
To add data to the File component, click twice on the body of the File component. It will open a
sidebar on your right. Fill in the fields that you need.
Delay in Reply
If you want to show the typing state on the bot or delay in replying, then you can use those
fields.
Facebook Media Component
Introduction
Facebook Media component will allow you to reply by referring to a Facebook page. It has 1
input socket and 3 output sockets.
• Input: Reply

• Output: Next, Buttons, and Quick Replies

Note: Next to Quick Replies!?

There is a condition between Next and Quick Replies. Using either Next or Quick Replies,
you can connect to other components. But you can't connect to others from both.

Connections
The Reply may get connection from one of the following components:
• Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Ecommerce, Generic Template, and OTN.
Next may be connected to one of the following components:
• Text, Carousel, Facebook Media, Image, Video, Audio, File, Ecommerce, User Input
Flow, Generic Template, and OTN.
Buttons may be connected to the following component:
• Button - you may connect up to 3 Button components to the Facebook Media
component.
Quick Replies may be connected to the following component:
• Quick Reply - you may connect up to 11 Quick Replies to the Facebook Media
component.

How to create a Facebook Media component

Let us see how we can create a reply with a Facebook page.
Dragging and Dropping
From the dock menu, drag the Facebook Media component and drop it on the editor at any
place.
Adding Data
To add data to the Facebook Media component, click twice on the body of the Facebook Media
component. It will open a sidebar on your right. Fill in the fields that you need.
Delay in Reply
If you want to show the typing gif image on the bot or delay in replying, then you can use those
fields.
Ecommerce Component
Introduction
Ecommerce component will allow you to reply by referring to an ecommerce shop and its
products as a carousel or generic reply. It has 1 input socket and 2 output sockets.
• Input: Reply

• Output: Next, and Quick Replies

Note: Next to Quick Replies!?

There is a condition between Next and Quick Replies. Using either Next or Quick Replies,
you can connect to other components. But you can't connect to others from both.

Connections
The Reply may get connection from one of the following components:
• Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Ecommerce, Generic Template, and OTN.
Next may be connected to one of the following components:
• Text, Carousel, Facebook Media, Image, Video, Audio, File, Ecommerce, User Input
Flow, Generic Template, and OTN.
Quick Replies may be connected to the following component:
• Quick Reply - you may connect up to 11 Quick Replies to the Ecommerce component.
How to create an Ecommerce component
Let us see how we can create an ecommerce.
Dragging and Dropping
From the dock menu, drag the Ecommerce component and drop it on the editor at any place.
Adding Data
To add data to the Ecommerce component, click twice on the body of the Ecommerce
component. It will open a sidebar on your right. Fill in the fields that you need.
Delay in Reply
If you want to show the typing gif image on the bot or delay in replying, then you can use those
fields.
User Input Flow Component
Introduction
User Input Flow component will allow you to reply with a user input flow. It has only 1 input
socket.
• Input: Reply

Connections
The Reply may get connection from one of the following components:
• Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Ecommerce, Generic Template, and OTN.
How to create a User Input Flow component
Let us see how we can create a reply using the user-input-flow component.
Dragging and Dropping
From the dock menu, drag the User Input Flow component and drop it on the editor at any
place.
Adding Data
To add data to the User Input Flow component, click twice on the body of the User Input Flow
component. It will open a sidebar on your right. Fill in the fields that you need.
OTN Component
Introduction
The OTN component will allow you to reply with One Time Notification. It has 1 input socket
and 1 output socket.
• Input: Reply

• Output: Next

Connections
The Reply may get connection from one of the following components:
• Start Bot Flow, New Postback, Text, Carousel, Facebook Media, Image, Video, Audio,
File, Ecommerce, Generic Template, and OTN.
Next may be connected to one of the following components:
• Text, Carousel, Facebook Media, Image, Video, Audio, File, Ecommerce, User Input
Flow, Generic Template, and OTN.
How to create an OTN component
Let us see how we can create a reply with one-time-notification.
Dragging and Dropping
From the dock menu, drag the OTN component and drop it on the editor at any place.
Adding Data
To add data to the OTN component, click twice on the body of the OTN component. It will open
a sidebar on your right. Fill in the fields that you need.
Delay in Reply
If you want to show the typing state on the bot or delay in replying, then you can use those
fields.
Button Component
Introduction
The Button component will allow you to reply with a button. It has only 1 input and 1 output.
• Input: Reply

• Output: Next

Note: Button Type Clarification

If the button type is something other than New Postback, then you can NOT connect this
Button component to other components via its Next output socket. Because it only allows
the New Postback component to be connected. See the connections section.

Connections
The Reply may get connection from one of the following components:
• Text, Carousel Single, Generic Template, and Facebook Media Button
Next may be connected to one of the following components:
• User Input Flow and New Postback.

How to create a Button component

Let us see how we can create a reply with the help of the button component.
Dragging and Dropping
From the dock menu, drag the Button component and drop it on the editor at any place.
Adding Data
To add data to the Button component, click twice on the body of the Button component. It will
open a sidebar on your right. Fill in the fields that you need.
Delay in Reply
If you want to show the typing state on the bot or delay in replying, then you can use those
fields.
Quick Reply Component
Introduction
The Quick Reply component will allow you to reply quickly creating a New Postback, using an
existing Postback, using your Facebook page's Phone number or Email address. It has only 1
input socket and 1 output socket.
• Input: Reply

• Output: NewPostback

Note: Quick Reply Type Clarification

If your quick-reply type is something other than New Postback, then you can NOT
connect this Quick Reply component to other components via its New Postback output
socket. Because it only allows the New Postback component to be connected. See the
connections section.

Connections
The Reply may get connection from one of the following components:
 • Text, Carousel, Facebook Media Button, Image, Video, Audio, File, Ecommerce, and
Generic Template,

Next may be connected to the following components:

• New Postback.
How to create a Quick Reply component
Let us see how we can create a quick reply.
Dragging and Dropping
From the dock menu, drag the Quick Reply component and drop it on the editor at any place.
Adding Data
To add data to the Quick Reply component, click twice on the body of the Quick Reply
component. It will open a sidebar on your right. Fill in the fields that you need.
Comment Automation (Automations)
Comment Automation allows a user to create, edit and delete comment and reply templates.
This view gives full control of comment automation and tagging. It gives a summarized report of
existing campaigns and templates. For this tutorial, we will use Facebook Automations as a
demo.

To view this section, navigate to the navigation menu located at the left under the Automations
section. Tab on Facebook Automations. The following options will appear in the sub-menu:

• Comment Template
• Reply Template
• Automation Campaign
• Tag Campaign
• Report

A brief description of these views is shared in their relevant sections, below.

Comment Template
First, Comment Template. To view this section, navigate to Automations > Facebook
Automations from the navigation menu located on the left side and select Comment Template
as shown.
The Auto comment template manager view consists of multiple templates. You can select the
number of templates to be viewed per page. You can also search for a particular template by
using the search bar.
Create new template
To create a new template, follow the steps given below:

1) Select Create a new template option located at the top of the Auto comment template
manager view.

2) Provide the information for post auto comment, that includes:

• Template name: Name of your template
• Auto comment: The automatic reply to a comment.
3) Select Save to create a new template.
Comment Template Options
You can perform the following actions on the Auto comment template manager screen:
Remove the comment: You can remove the comment from the information providing screen by
selecting button at the bottom.

Now it has been removed, you can now select Add more to add a new template.
Edit the template: You can edit the template by selecting the icon against the template to
be edited. Perform changes you wanted to do here, then Save when done.

Delete the template: You can delete the template by selecting the icon against the
template to be deleted.
Reply Template
To view this section, navigate to Automations > Facebook Automations from the navigation
menu located on the left side and select Reply Template.
The Auto reply template manager view consists of multiple reply templates. You can select the
number of templates to be viewed per page. You can also search for a template using the
search bar.

Create new template

To create a new template, follow the steps given below:

1) Select Create a new template option located at the top of Auto reply template manager
view.

2) Select the page for which you want to apply auto-reply.

3) Add the offensive remarks in inverted commas and select the action corresponding to
those remarks.
4) Select a message template you want to reply to the person with. Or you can also add a
template by selecting "Add Message Template".

Fill up everything needed for your template, then select "Submit".

5) Select all options based on your choice by selecting the toggle button to either Yes/No.

6) Provide a name for your auto-reply campaign, then select Save.

Reply Template Options
You can perform following actions on Auto reply template manager screen:

Edit the template: You can edit the template by selecting the icon against the template to
be edited.

Delete the template: You can delete the template by selecting the icon against the
template to be deleted.

Automation Campaign
To view this section, navigate to Automations > Facebook Automations from the navigation
menu located on the left side and select Automation Campaign.
The Create Campaign view consists of multiple options. This view is divided into two sections.
The left side allows user to run Full page campaigns. The right side is used for setting the
campaigns by ID.
A summarized view of numbers of how many total Auto comments, Auto replies and Auto
campaigns created can be found in the left section. You can create different campaigns, enable
auto replies and comments on several posts from this view.

Full page campaigns

Campaigns can be set for Facebook pages. This helps a user to run an overall campaign for their
page. The settings apply throughout the Facebook page and for all posts. To set a full page
campaign, a user has two methods:
• Comment & inbox reply
• Auto like & share
Comment & inbox reply
To comment & give inbox reply, follow the steps given below:
1) Select the Edit Full page reply option from Full page campaigns section.

2) Now edit your information for page response, and make updates.

3) Select Save, your information will be updated.

Auto like & share
To auto like & share the page, follow the steps given below:
1) Select the Edit like & share option from Full page campaigns section.
2) Now edit the fields available on the Auto like and share screen, and make updates.
3) Select Save, your information will be updated.
 Note

• Auto like as page option, supports only two pages at a time.

Set campaign by ID
You can also set a campaign for a particular post by using its ID. Just follow the steps given
below:
1) Select the Facebook page for which you want to create this campaign.

2) Select the Set campaign by ID option available on the right section of the screen.
3) Enter the Post ID of the post for which you want to set the campaign.

4) Enable the options you want to be available for your campaign.

5) Provide further information based on your selection from Step 4, then select Submit.
A new campaign will be created.

On selecting the icon, users can perform the following actions:

• Enable auto reply: You can enable the auto comment feature by selecting icon. A
dropdown menu will appear, now select the Enable auto reply option.

Provide the following information for post auto reply:

o Choose the labels you created from Labels section.
o Select the template you want to choose.

If you want to choose an already created one, turn the slider button YES.

o Select the auto reply template from the dropdown menu.

o Select Submit.
 Your auto reply will be enabled.

• Enable auto comment: You can enable the auto comment feature by selecting icon.
A dropdown menu will appear, now select the Enable auto comment option.

Provide the following information for post auto comment:

o Auto comment campaign name
o Select an Auto comment template

o Schedule a type for your post auto comment.

 o Schedule a time for the post
o Select your time zone based on your location.
o Click Save.

Your auto comment will be enabled.

• Enable and fetch commenter: You can enable the auto tag feature by selecting icon.
A dropdown menu will appear, now select the Enable and fetch commenter option.
 Your auto tag feature will be enabled.

Automation campaign output

You can see the comment of the user is liked, replied and the message is redirected to the
inbox. The end user is notified as well about the reply from the admin side. The admin’s
comment and reply in this demo are automated.
Tag campaign
To view this section, navigate to Automations > Facebook Automations from the navigation
menu located at the left side and select Tag campaign.

The Create campaign view consists of a campaign list. You can select the number of campaigns
to be viewed per page. You can also choose the date range for which you want to view the list.
In order to access the hidden fields of the table, move the bottom slider towards the right side.
You can also search for a particular campaign using the Post ID in the search bar.
Create Campaigns
Users can perform following actions from create campaign screen:
• Create campaign for comment & bulk tag: For the posts with multiple comments, you
can bulk tag the subscribers. Just follow the steps given below:

o Select the icon against the ID for which the campaign is to be created.
o A modal will pop up, Enter the campaign name, select the range of commenters
from the drop-down menu. Provide the content to bulk tag the commentators.
o You can restrict the tags for some people.
o Select the schedule for your campaign.
o After adding all information, select Create Campaign.
• View report for comment & bulk tag: By selecting the icon against the ID for which
the report is to be viewed as shown in the comment bulk tag report section.

• Create campaign for bulk comment reply: For comment replies in a bulk, follow the
steps given below:

o Select the icon against the ID for which the campaign is to be created.

o A modal will pop up, enter the campaign name.

o Provide the reply content in reply content field.
o To enable the same reply multiple times, turn ON the slider button.
o You can schedule the campaign right now or sometime later.
o You can add delay between the replies as well.
 o After adding all information, select Create Campaign.

• View report for bulk comment reply: By selecting the icon against the ID for which
the report is to be viewed as shown in bulk comment reply report section.

• Rescan the existing comments: By selecting the Rescan option against the Post ID
whose comments are needed to be scanned. A dialogue box will appear for
confirmation.
• View the comments: By selecting the number of comments,

a modal will appear which allows you to:

o You can visit the Facebook page.
o You can go the post by selecting the Visit Post option.
o You can also download the comment list in .CSV file.

• View the commenters: by selecting the number of commenters, a modal will appear
which allows you to:

o You can visit the Facebook page.

o You can go the post by selecting the Visit Post option.
 o You can also download the commenters list in .CSV file.

o You can also unsubscribe the commentator by selecting option.

Report
To view this section, navigate to Automations > Facebook Automations from the navigation
menu located on the left side and select Report.

The Reports view allows the user to view the different report categories that can be viewed,
edited, and exported. This section displays the following six types of reports:
• Auto comment report
• Auto reply report
• Comment bulk tag report
• Bulk comment reply report
 • Full page response report
• Auto like & share report

Auto comment report

To access, the auto comment report and perform different actions follow the steps given
below:
1) Select See report option from the Auto comment report modal.

2) An All auto comment report view will appear on the screen containing a list of posts. Users can
search for a particular post by using the search bar.

3) Select option against the page you want to perform actions on.
4) Select the icon to create the campaign report.

5) Select icon to edit the campaign and make relevant updates.

6) In order to pause the campaign, select icon against the selected campaign.

7) For force reprocessing, select icon against the selected campaign.

8) Select to permanently delete a particular campaign.

Auto reply report
To access, the auto comment report and perform different actions follow the steps given
below:
1) Select See report option from the Auto reply report modal.

2) An All auto reply report view will appear on the screen containing a list of posts. User can
search for a particular post by using the search bar.

3) Select option against the page you want to perform actions on.

4) Select the icon to view the campaign report.

5) Select icon to edit the campaign and make relevant updates.

6) In order to pause the campaign, select icon against the selected campaign.

7) Select to permanently delete a particular campaign.

Bulk comment reply report
To access, the bulk comment reply report and perform different actions follow the steps given
below:
1) Select See report option from the Bulk comment reply report modal.

2) A Bulk comment reply campaign report view will appear on the screen containing a list of posts.
Users can search for a particular post by using the search bar. Users can choose and narrow
down the search by selecting the dates for which the posts are to be viewed.
3) Select option against the page you want to perform actions on.

4) Select the icon to view the campaign report.

5) Select icon to edit the campaign and make relevant updates.

6) Select icon to see the attachment added to the campaign.

7) Select icon to permanently delete a particular campaign.

Full page response report
To access, the full page response report and perform different actions follow the steps given
below:
1) Select See report option from the Full page response report modal.

2) A Full page response - report view will appear on the screen containing a list of posts. Users can
search for a particular post by using the search bar. Users can choose and narrow down the
search by selecting the dates for which the posts are to be viewed.
3) Select the icon to view the page response report.

4) You can also download the lead list in .CSV file by selecting button from the
page response report screen.
Auto like & share report
To access, the auto like & share report and perform different actions follow the steps given
below:
1) Select See report option from the Auto like & share report modal.

2) An Auto like/share - report view will appear on the screen containing a list of posts. Users can
search for a particular post by using the search bar. Users can choose and narrow down the
search by selecting the dates for which the posts are to be viewed.
3) Mark the checkboxes individually or perform bulk action by selecting them from the header of
the table.

4) Select the icon to view the auto like/share report.

Instagram Auto Comment Reply With Messenger Bot
At this time, Instagram is one of the most popular social media among all social media and it
has also become more popular day by day. So as a popular media, Instagram has given some
opportunities for third-party app developers to integrate through Instagram API. Messenger
Bot has integrated these features. So to get the instagram features with Messenger Bot,
you’ve to first integrate your Instagram business account with Messenger Bot.

This is written to provide instruction on how you can integrate instagram business account and
how you can use Auto Comment Reply feature with Messenger Bot.

As Instagram is associated with Facebook, so at the very first stage you’ve to connect your
Instagram business account with your Facebook page.

Connect Instagram Business account with Facebook Page:

>>> First of all go to the Settings of your Facebook page.

>>> Now go to Instagram menu from left-sided menus.

>>> Click on the Connect Account button to get started off adding Instagram account. Provide
all information and connect your Instagram business account with your Facebook page.
Import Instagram business account with Messenger Bot:

After connecting your Instagram account with your Facebook page, now go to the Import
Account menu of your Messenger Bot application and import your facebook account again by
click on Login with Facebook button. After that, you’ll see your Instagram business account
under connected Facebook page.
Now Enable Bot Connection by click on the enable bot connection button if it’s not enabled
before. Without enabling, you won’t see your instagram account in instagram features section
of Messenger Bot.

Auto Comment Reply with Messenger Bot:

There is also a menu available called Comment Automation for instagram under facebook
Comment Automation menu.
Go to Comment Automation -> Automation Campaign menu and you’ll see your instagram
business accounts here with the latest posts of corresponding business account. You can also
see how many posts are enabled for auto comment reply from the middle column. At the right
column, you can see the posts lists with posted time with posts description and also posts
reaction, comments.

To enable Auto Comment Reply for Posts, click on the mini icon with the post’s thumbnail,
you’ll see the dropdown, click on Enable Auto Comment Reply.
A modal with form will appear, fill up the information to complete the enabling auto comment
reply for the post.
You can comment instantly on a post by Leave a comment now option from the dropdown.

To see the post’s analytics, click on Analytics option and a modal with Post’s analytical
information (Engagement, Impressions, Reach and Saved) will appear.

Reports: Click on Post Autoreply Report Button at the top of the right column to see the auto
comment reply reports for the corresponding business account’s posts.
To see all business accounts reports in one place, then go to Comment Automation -> Report
from the left sided menu and go to Auto Comment reply reports section to see all reports.

Instagram Reply Enhancers

Instagram is one of the most popular social media among all social media and it has also
become more popular day by day. So as a popular media, Instagram has given some
opportunities for third-party app developers to integrate through Instagram API. Messenger
Bot has integrated these features. Messenger Bot has provided some features with main
application and now it has integrated some exciting features as an add-on.

Hide/delete Comments

After Installing Instagram Reply Enhancers Add-on, you'll see of Choosing field for what do you
want to do with offensive comments - hide or delete and also you'll be able to provide
keywords as comma separated for hiding or deleting comments that matches with these
keywords.

Click on the icon under posts thumbnail to get the option called Enable Auto Comment Reply,
now click on the option.

A modal of auto reply to comments will appear including this hide/delete for offensive
comments. By default, the hide option is selected but you may toggle the options. Under this
option, you've to provide the keywords with whom you want to perform hide/delete actions.
Check All Comments

As the above description, you'll also able to see an option called Check All Comments, which is
for getting all comments of a post in one place. Click on the option and you'll see all the
comments of that post.
Full Account Reply Settings

Besides enabling Auto reply to Comments of Single post's, now Messenger Bot has integrated
Full Account Reply. You can now enable full account reply for your all posts of instagram
business account. To enable it, you'll need to just fill up the auto reply form.
Click on the icon and then click on Enable icon.

A modal for full account reply information will appear and you've to provide all necessary
information. After enabling Full Account reply for your Instagram business account, system will
send replies to comments whenever new comment comes for any of the posts of your
corresponding Instagram business account. You can set Generic or keyword filter-based settings
for full account reply.
After enabling full account reply, you'll able to see the list of actions button for full account
reply settings. You can see Report, edit, pause/play and also delete the reply settings button.

Mention Reply Settings

Beside full account reply, you can also be able to set mention reply for your instagram business
account. As full account reply click on the icon beside mention reply and click on the enable
mention reply button to get the mention reply form.

Fill up the information and hit Submit button. If you enable mention reply settings for your
Instagram business account, whenever you get mentioned in any comments of any posts of
Instagram account by any user, then system will send reply to the mentioned comments.

After enabling full account reply, you'll able to see the list of actions button for mention reply
settings. You can see Report, edit, pause/play and also delete the reply settings button.
Tagged Media

Tagged Media features refers to the posts that you're tagged/mentioned by instagram users.
Click on the Tagged Media part or on the Icon to get the tagged posts lists, lists will be shown at
the right-sided column. See the below image please.

Reports

You can see the reports of full and mention reply settings from two sides. If you want to see the
individual account reports then you've to go to report section from Campaign Create section for
full and mention reply settings.
You may also visit to the reports pages to see all of your Instagram business accounts full and
mention reply reports in one place. Go to Comment Automation > Reports section and then
visit Full or mention reply reports to see all accounts report.
Subscriber Manager
Subscriber Manager allows you to get the synchronization of subscribers, view bot subscribers,
view labels, and manage the messaging/emailing activities in different contact groups. This view
gives a full control messenger subscriber. It allows you to create new contacts and contact
groups.

To view this section, navigate to Subscriber Manager from the navigation menu located at the
left under Social Media Management section. Tab on Subscriber Manager.

Under Subscriber Manager, we have:

• Bot Subscribers
• Contact Book
• Contact Group
• Google Sheet Integration
• Labels/Tags
• Sync Subscribers
Sync subscribers
To access the sync subscribers section, select Sync subscribers as shown below.

A dashboard will appear containing a number of each of the following subscribers:

• Conversation subscriber
• Bot subscriber
• Unsubscribed
• 24h interaction subscriber
• Migrated bot subscriber

The Sync subscriber view has the following options:

• Subscriber list
 • Scan page inbox
• Latest conversation

Subscriber list
You can view the subscriber by following the steps given below:
1) Select See list option from the Subscriber List.

2) A modal containing a list of all subscriber's names and IDs will appear on the screen.
Users can search for a particular subscriber by using the search bar. Users can also bulk
select the subscribers to perform different actions like Assign label, Download list, etc.
Users can also search for a particular label for a narrow search.
3) To visit the comment, select against the subscriber whose comment you want to
view.

4) To unsubscribe the subscriber, select against the subscriber you want to

unsubscribe. A toast message will appear at the right bottom of your screen.
5) To perform different actions on subscriber list, you can either bulk select or select
separately the subscribers and perform following actions by selecting Options button:

• Assign label: You can select individually or bulk select the subscribers and then
assign the label to selected subscribers.

• Download full list: You download the .CSV file version of the list of subscribers
using this option.
• Migrate full list to bot: You can select individually or bulk select the
subscribers and then migrate the list to bot subscribers list.
 Note

• In case if you don’t have selected any subscriber then it will not assign any label or
migrate list to bot

Scan page inbox

You can import the subscribers and scan the page inbox by following the steps given below:
1) Select Scan now option from the Scan page inbox.
2) A modal containing Scan latest leads and Folder options will appear.

Select the number of subscribers in Scan latest leads field from the dropdown menu.

Select the folder which you want to scan from the Folder dropdown menu.
 3) Select Start scanning.

All selected subscribers will be imported successfully.

Latest Conversations
You can access the latest conversations by following the steps given below:
1) Select Details option from Latest Conversations section.

2) A modal will appear containing a list of messages from different subscribers. You can order the
list by selecting the arrows in ascending or descending order. You can refresh the list by
 selecting option. You can search for a particular message using the search bar. The
table provides a total count of the message along with the summary of time, when it was sent,
and the conversation link.

3) You can access the conversation by selecting the conversation option against the comment you
want to view.
4) You can access the conversation and redirect to the inbox as well from this modal by selecting
Go to inbox option against the comment you want to view.
Bot subscribers
To access the bot subscribers section, tab on Subscriber Manager then select Bot Subscribers.

A list of bot subscribers will appear on your screen. It will provide information of your bot
subscribers, which includes the avatar, first & last name of the bots, and the time they synced.
You can arrange the list in ascending or descending order by selecting the arrows from the
table header. You can search for a particular bot by using the search bar. You can limit the
number of bots you want to view per page.
Subscriber Actions
To perform different bot subscriber actions, follow the steps given below:

1) Click on icon to perform different subscriber actions.

2) A subscribers actions window will appear. Enter the subscribers data in Labels field. You can also
create a new label by selecting create label.
3) Choose a sequence for Message sequence field from the dropdown menu.
4) To perform further actions, select icon against the name of the subscriber. It has three
options:

i. Pause bot reply: You can pause the bot reply by selecting Pause bot reply option from
the dropdown menu.
 ii. Sync subscriber data: You can synchronize the data of your subscriber by using Sync
subscriber data option from the dropdown menu.

iii. Delete subscriber data: You are also allowed to permanently delete the subscriber from the

database by selecting Delete subscriber data option from the dropdown menu.

5) Select Save changes option to save your actions in Subscriber data.

Labels/tags
You can create new labels/tags and use them in your posts and comment. Each label has a
specific ID. These labels can be used throughout multiple features of the Messenger Bot
application.
To access this section, select Labels/Tags under the Subscriber Manager tab on the left menu.

A list of labels/tags will appear on your screen. It will provide information about your created
labels along with their IDs.
You can arrange the list in ascending or descending order by selecting the arrows from the
table header. You can search for a particular label by using the search bar. You can limit the
number of labels you want to view per page. You can select the page for which you want to
view the labels.
You can delete the label by selecting the icon against the label you want to delete.

Create New Label

You can create a new label from the Labels/tags screen. Just follow the steps given below:
1) Select New label from the top of the Labels/tags screen.
 2) A modal Add label will appear on the screen. You need to provide:
• Label name: a new label name
• Page name: for which you want to make this label

3) Select Save, your new label will be created successfully.

Contact Group
You can create a contact group to perform different bulk actions and manage the SMS/emails
group wise. Each group will have multiple contacts.
To access the contact group section, select Contact Group under Subscriber Manager located
on the left navigation.

All existing groups will appear on your screen. It will provide information on your existing
groups.
• You can adjust the number of groups to be viewed at a time.
• You can edit the group by selecting the icon for a particular contact group.

• You can delete the group by selecting the icon for a particular contact group.
Create New Group
You can create a new group from the Contact Group screen. Just follow the steps given below:
1) Select New group from the top of the Labels/tags screen.

2) A modal Add label will appear on the screen. You need to provide in Add contact group
screen:
• Group name: a new name of the group
3) Select Save, your new group will be created successfully.

Contact Book
You can create a contact list to perform different bulk actions and manage the SMS/emails
group wise. Each contact is made a part of a group.
To access the contact group section, select Contact Book under Subscriber Manager located on
the left navigation.

All existing contact will appear on your screen. It will provide information about your existing
contacts.

• You can adjust the number of contacts to be viewed at a time.

• You can search for a particular contact and contact group by using the search bar.

• You are able to view the contacts by selecting the icon for a particular contact.

• You can edit the contacts by selecting the icon for a particular contact.
 • You can delete the contacts by selecting the icon for a particular contact.

Click on button a list of the following three options will appear:

• Import-You can import the .CSV file to import a set of contacts in application database.
Provide the name of the Contact group and import the file into it.
• Export- You can also export the .CSV file by selecting the names which you want to
export. Mark the checkboxes against the contacts you plan to export.

• Assign Sequence- You can assign the sequence to a contact by selecting the contact(s)
you want to assign then click Assign sequence. Now select your sequence campaign like
this as shown below, then select Assign sequence button when done.
 • Delete- You can also delete the contact by selecting the names which you want to
delete. Mark the checkboxes against the contacts you want to delete.

Create New Contact

You can create a new group from the Contact Book screen. Just follow the steps given below:
1) Select New contact from the top of the Labels/tags screen.
 2) A modal Add label will appear on the screen. You need to provide in Add contact group
screen:
• First name
• Last name
• Email
• Phone number
• Contact group: to which the contact will be added
3) Select Save, your new contact will be created successfully.

Bulk Assign Email SMS Sequence Campaign

To assign bulk email/sms sequence campaign go to Subscriber Manager -> Bot Subscribers,
select your page and select your bot subscriber(s), either 1 or more. Then choose Assign
Sequence from the Option button. Select sequence campaigns and hit Assign Sequence button
to save.

See the assigned sequence on the subscriber's details modal by click on the subscriber's action
button.
You can also assign sequence campaigns manually to subscribers by click on the individual
Subscribers action button.

How to Import External Email SMS contact in Messenger Bot.App:

You can add contact (Email, Phone Number) in Messenger Bot.App in two ways.

1. Manual Contact Add

2. Contact Import From CSV File Upload

For both, you must have contact group. So please, first of all, go to Subscriber Manager ->
Contact Group menu and add your contact groups. Groups will be shown in the contact
information form.
Manual Contact Add:

To add email contact manually, go to Subscriber Manage -> Contact Book menu and click on
the New Contact button add your contact by providing the required information.

Contact Import From CSV File Upload:

You can upload a huge number of email contact by uploading CSV with Messenger Bot.App.
First of all go to Subscriber Manager -> Contact List menu and click on option dropdown, select
Import. A modal form will appear for CSV file upload. Messenger Bot.App has a format of csv
file. So you’ve to upload contact csv file with that format. Please download the sample csv file
and create your csv file as the sample.

Email Phone Opt-in Form Builder

Getting Subscribers through an opt-in form from an external site is very common. But the most
exciting part of this add-on is beside collecting subscribers through an opt-in form, it's providing
the freedom of making opt-in forms by drag & drop the fields. The form will generate an
embedded URL which you can use your site or any site from where you want to collect
email/phone subscribers into your Messenger Bot application.

Manage Opt-in Form

To use an opt-in form, first of all, you've to create the form first. So to get the opt-in form
section, please go to Subscriber Manager -> Email/Phone Opt-in Form section.
Build Opt-in Form

Email/Phone Opt-in section will allow you to build, view, update, and also will be able to delete
the form in the very easiest way from the actions section of the Form Lists table. press on
Create Opt-in Form button and a form will appear with some required information fields and
drag & drop form builder.

In the form you'll have to fill up some required information with form builer options. A short
description on form's field are given below.
Form Name:
This is the form name that will only for displaying in the application's form table.
Contact Group:
In this field contact groups that had been created at the Subscriber Manager > Contact Groups
section will be shown here. This field is a required field because subscribers who will come
through the opt-in form will be added as external subscribers lists. So when a new subscriber
comes by Opt-in form, he/she will be assigned to those contact groups which has been selected
during form creation. You can select multiple groups, subscribers will also be assigned to
multiple groups.
Anyway, you can also create a group from here too by click on Create Group on the right side of
this field.
Email Sequence:
This field will show the email sequence campaign lists that had been created at Broadcasting >
Sequence Campaign (External Contacts). This section will only be available if you have an Email
& SMS Sequence Campaigner: A Messenger Bot Add-On.
However this field is not required, you may select or not. If you select any email sequence
campaign, then subscribers come through that form will be assigned to these sequence
campaign automatically. You can see the output of what's said from the Subscriber Manager ->
Contact Book section and click on the view icon, you'll see the assigned sequences in modal.
SMS Sequence:
As Email Sequence field this field will show the SMS sequence campaign lists that had been
created at Broadcasting > Sequence Campaign (External Contacts). This section will only be
available if you have an Email & SMS Sequence Campaigner: A Messenger Bot Add-On.
However this field is not required, you may select or not. If you select any SMS sequence
campaign, then subscribers come through that form will be assigned to these sequence
campaign automatically. You can see the output of what's said from the Subscriber Manager >
Contact Book section and click on the view icon, you'll see the assigned sequences in modal.
Form Position:
This field is a required field. Besides building a form, you will also have the facilities of selecting
at which position you want to make visible your form. Anyway, there are four types of positions
which are :
1. Bottom-right: If you select the Bottom-right position, then your form will be visible at
the bottom-right position of the site where you put this embedded form.
2. Center Position: If you select Center position, then your form will be visible at the Center
position of the site where you put this embedded form.
3. Fixed Position: If you select the Bottom-right position, then your form will be visible at
the fixed position of the site where you put this embedded form.
4. Direct URL: This is not a position type. It's different from the above three positions. If
you select this position, then you'll get a URL, through this URL you or your user can
directly access the created form. Copy the URL and paste it into your browser and you'll
see your created form.
Time Interval:
Time interval refers to after how much time your form will be visible and it will work as a
second, for example, if you put 1 in the field then the form will be visible after 1 second. At the
initial stage of the form, this field won't be shown. Time interval is required for Bottom-right
and Center position.
Background Image: This field is optional. If you upload an image, then this image will be used as
the background image of the form body.

Form Builder
Build your Opt-in Form with the beautiful drag & drop form builder. There are two sections in
the builder body, one is a sidebar with draggable & droppable options at left and another is for
the options field at right.
Drag & Drop Options:
As it's called Email Phone Opt-in form builder, so there are several options are available to build
a standard form for subscriber's email or phone collection.
• Header: Drag & drop header option for Form header. You can choose different header
types.
• Paragraph: Drag & Drop paragraph as a text field to set short information for the form.
• First Name: Drag & Drop First Name option to set and get the first name of the
Subscriber. You can make it required or not by editing the field.
• Last Name: Drag & Drop last Name option to set and get the last name of the
Subscriber. You can make it required or not by editing the field.
• Email: Drag & Drop email option to set and get the email address of the Subscriber. You
can make it required or not by editing the field.
• Phone Number: Drag & Drop Phone Number option to set and get the phone number of
the Subscriber. You can make it required or not by editing the field.
• Agreement Text: Drag & Drop this field to make the subscribers agreed with your terms
& conditions or any other agreement, so before check they can't submit the form.
• Subscriber Button: After all, now the form needs a submit button, so drag & drop the
Subscribe Button and update the button name by editing the button option. You can
choose different types of button colors.

Form Examples
1. Bottom-right Position
2. Center Position

3. Fixed Position
4. Direct URL

5. Form With Background Image

How to Use Embedded URL & Direct URL

After Build a form, click on the from the embedded Column, a modal will appear
with the embedded URL. Now copy the embedded URL and then paste it into your website
where you want to show this form.

Note: If you copy the direct positioned URL, then you've to copy it and then paste it into your
browser to get the form.
Opt-in Form Subscribers

As they are subscribed from external source, so they will be stored as external subscriber’s
inside the application. You can see your opt-in form subscribers lists at Subscriber Manager >
Contact Book Section.
Now you can use these subscribers for sending Bulk Email/SMS or you can assign them
manually to Email/SMS sequence campaign.
How To Pause & Resume A Messenger BOT For a Specific Subscriber
Once in a while, you may want to stop the Messenger Bot for a specific subscriber and take
control over the chat. You can not just stop the Bot, if you stop the bot then the bot will stop
working for everyone. There are two ways, you can pause and resume the bot for a specific
person or subscriber.

You can do it from the Subscriber Manager and the Messenger Bot settings.

From Subscriber Manager:

First, go to the dashboard of Messenger Bot, in the left navigation menu you will find the
Subscriber Manager option, click on that, & the Subscriber Manager interface will appear, click
on the Bot Subscriber.

Subscriber Manager > Bot Subscriber.

As soon as you click on Bot Subscriber you can see a list of subscribers. From the list, you can
select a specific subscriber to pause or resume the bot for. Select the subscriber and click on
the action button to pause or resume the bot for that specific subscriber
When you click on the action button, a page will appear with all the details of the subscriber.

On the right side of the Subscriber’s name there is a 3 dot button, click on that button to get
the options to pause and resume the bot for this specific subscriber. You can pause and resume
the bot for this subscriber from here.
Now from Messenger Bot:
You can pause and resume the bot from Postback template, Keyword-based template, and get
started template.

From the left navigation menu of Messenger Bot’s dashboard, click on Messenger Bot then All
Bot Settings. After that, click Bot settings' Action.
it could be your keyword-based bot or Get started bot. For keyword-based bot click on the
action button and then click on edit bot reply.

For Get started template click on Action Button Settings and then go to Get started template
to edit the bot reply.

For the Postback template go to Messenger Bot>Post-back manager by clicking on its Action.
A list of Postback templates will appear, click on Edit under actions for the template you want
your bot to pause and resume.

From a reply template, it could be a Postback template, keyword-based, or get started

template, where you want to take control over the chatbot, add a new reply by clicking on the
“Add more reply” button.
Select the Reply type to “Text with the button”. Type a message on the message box, after
that you can see there is a Button text and Button type field. Name the button as “Talk to
Human” and select the button type as “Chat with human" from the drop-down list, and save it.
When your subscriber will click on this button, they will get a predefined message by the
Messenger Bot system, that is “Chat with human template”. You can check or edit this
template from Action Button settings.

In this Reply template, there is a button to start with the Bot again. So, this will resume the
bot again for that particular subscriber.
And these are the two ways you have learned, you can stop and resume the chatbot for a
particular customer or subscriber.
Messenger Bot
Messenger Bot to manage different bot activities, post back data, enlist the whitelisted
domains, do messenger engagement, view the already created templates. This view also helps
you to connect the bot data with 3rd party applications, helps you generate web forms, and
integrates with auto email responders. Messenger Bot helps you run your E-commerce and
WooCommerce business through this platform.

To view this section, navigate to Messenger Bot from the navigation menu located at the left.
Tab on it and under this it has another 3 parts. Here we have:

• ALL BOT SETTINGS

• BOT AUTOMATION SETTINGS
• WEB FORM BUILDER

. First, let's go through All Bot Settings.A screen containing the following two sections will
appear:

• Bot settings
• Post-back manger
• OTN post back manager…
• Whitelisted domains
• Messenger engagement
• Saved templates
• JSON API connector
• Webform builder
 • User input flow & custom fields…
• Email auto responder

A brief description of these views is shared in their relevant sections, below.

Bot settings
To access the bot settings section, select Bot settings, then select Actions from Messenger Bot
screen. The following screen will appear.
This view allows you to perform following actions:
1) Select from the bottom of the settings menu. This option will redirect you
to Bot Subscribers workflow.
2) Select from the right side of Bot settings
screen. A list of the following options will appear:
• Page analytics
• Messenger bot analytics
• Messenger bot tree view
• Export bot settings
• Import bot settings

3) Select Page analytics option, you will be redirected to the analytics of your page based
on different parameters. You can adjust the date as per your requirement.

Following are the different graphs that can be demonstrated:

• Page and post stories (people talking about this)
• Page impressions: latest top 10 countries unique
• Page impressions
• Page impressions: paid vs unpaid

• Page engagement
• Page reactions

• Page cta clicks

• Page cta clicks: device statistics

• Page fans
• Daily fan adds and removes in your page
• Page fans: top 10 countries
• Page views: latest viewed each page profile tab

• Page views: latest device statistics

• Page views: latest page views by referrers domains

• Page video views

• Page video views: paid vs unpaid
 • Page post impressions: viral vs nonviral
• Page post impressions: paid vs unpaid

You can select against each graphical view to know more about it.
4) Select the Messenger bot analytics option, you will be redirected to the bot analytics of
your page based on different parameters. You can view the following details:
• Latest summary
• 7 days summary
• 30 days summary

• Total connections
• Total blocked
• Total reported
• Daily unique new conversations
• Messaging connections

• Daily unique blocked conversations

• Daily unique reported conversations

• Daily unique reported vs blocked conversations

You can select against each graphical view to know more about it.
5) Select Messenger bot tree view option, you will be redirected to a bot tree view of all
existing bots. You can click on each bot to make the edits.
• Select the bot you want to edit, Tree view: Settings screen will appear.

• Once updated, select the Update button, your bot settings will be updated.
• This demo "No Match" would be your second bot option.

• Update your bot reply message for no match here then click Update when done.
6) Select Export bot settings option, a modal will appear on your screen.
• Edit your template name and template description.
• Select Export to export the bot settings.
7) Select Import bot settings option, a modal will appear on your screen.
• Select Upload option, and attach the file to be uploaded.
• Select Import to import your bot settings.
You can adjust the following Bot settings:
• Bot reply settings
• Get started settings
• General settings
• Action button settings
• Persistent menu settings
• Sequence message settings
A detail of these settings can be found in next headings.
Bot reply settings
Select Bot reply settings option from the menu, then select change settings. A list of bot replies

will appear on the screen. To perform different actions on a bot reply, select option
against the reply you want to perform actions on. The following are the actions that can be
performed:
• Stop: change the state.

• Edit bot reply: make changes in the bot reply then select Update

• Delete bot reply

Add a bot reply
You can add a bot reply by following the steps given
below:

1) Select from the top right of the

screen.

2) Enter Bot name, provide your keywords.

3) Provide a reply in Reply field, first select the type then enter your reply.
4) Select Submit to save your bot reply.
Types of bot reply
Bot replies are of the following different types:
Text
For the bot reply to be a text type, you need to provide the following information.
1) Provide a Bot name.
2) Provide your keywords, separated by commas.
3) Provide the reply message in the field provided.
4) You can enter a delay time as well in seconds.
5) Hit Submit.

Image
For the bot reply to be an image type, you need to provide the following information.
1) Provide a Bot name.
2) Provide your keywords, separated by commas.
3) Provide and upload the image.
4) You can enter a delay time as well in seconds.
5) Hit Submit.
Audio
For the bot reply to be a audio type, you need to provide following information.
1) Provide a Bot name.
2) Provide your keywords, separated by commas.
3) Provide and upload the audio.
4) You can enter a delay time as well in seconds.
5) Hit Submit.
Video
For the bot reply to be a video type, you need to provide the following information.
1) Provide a Bot name.
2) Provide your keywords, separated by commas.
3) Provide and upload the video.
4) You can enter a delay time as well in seconds.
5) Hit Submit.
File
For the bot reply to be a file type, you need to provide the following information.
1) Provide a Bot name.
2) Provide your keywords, separated by commas.
3) Provide and upload the file.
4) You can enter a delay time as well in seconds.
5) Hit Submit.

Quick Reply
For the reply to be quick reply, you need to provide following information.
1) Provide a Bot name.
2) Provide your keywords, separated by commas.
3) Provide your reply message in available field.
4) Provide a text for the button and choose the type of the button based on your
requirements.
5) You can enter a delay time as well in seconds.
 6) Hit Submit.

Text with buttons

For the reply to be a text with buttons, you need to provide following information.
1) Provide a Bot name.
2) Provide your keywords, separated by commas.
3) Provide your reply message in available field.
4) Provide a text for the button and choose the type of the button based on your
requirements.
5) You can enter a delay time as well in seconds.
6) Hit Submit.
Generic template
For the reply to be a generic template, you need to provide following information.
1) Provide a Bot name.
2) Provide your keywords, separated by commas.
3) If needed, provide image click destination link.
4) If needed, provide your reply image.
5) Provide a title and a sub-title to your template.
6) Provide a text for the button and choose the type of the button based on your
requirements.
7) You can enter a delay time as well in seconds.
8) Hit Submit.
Carousel
For the reply to be a carousel, you need to provide following information.
1) Provide a Bot name.
2) Provide your keywords, separated by commas.
3) If needed, provide image click destination link.
4) If needed, provide your reply image.
5) Provide a title and a sub-title to your template.
6) Provide a text for the button and choose the type of the button based on your
requirements.
7) You can enter a delay time as well in seconds.
8) Hit Submit.
Media
For the reply to be media, you need to provide following information.
1) Provide a Bot name.
2) Provide your keywords, separated by commas.
3) If needed, provide your Media URL.
4) Provide a text for the button and choose the type of the button based on your
requirements.
 5) You can enter a delay time as well in seconds.
6) Hit Submit.

Assign Email SMS Sequence Campaign during Opt-in

After Creating SMS/Email Sequence campaign, now you need to know how you can assign it for
subscribers during collecting email or phone numbers inside messenger through quick reply and
webview.

In Bot Reply Settings, set a bot reply to collect the user’s email or phone number through quick
reply.
Now go to General Settings of Bot settings section and you’ll find SMS sequence integration (
Set SMS sequence campaign for users, who provide phone number address through quick reply
or post-back button ) and Email Sequence integration ( Set email sequence campaign for users,
who provide email address through quick reply or post-back button ).

Now, select SMS/Email API first. Then select SMS/Email Sequence campaign for the
corresponding reply and hit Save button. Now whenever your page gets the subscriber's email
or phone number through quick reply, then those subscribers will automatically assign to your
selected sequence campaigns.
Check the result from Subscriber Manager -> Bot Subscribers -> Subscribers Action (see below
image)
You can see the targeted subscribers of the sequence campaign also in the report at SMS/Email
Settings section.

Get started settings

Select Get started settings option from the menu then select change settings.
A Get started settings screen will appear, you can perform the following steps to enable your
settings:
1) Select your get started button status.
2) Provide a Welcome message. You can edit your get started message reply by selecting
the Edit get started message reply button from the bottom of the message field.

3) You can provide a frequently asked question as well in the Ice breakers section. At first,
you change its status.

4) Once enabled, type a question along with a reply in the Question block.
5) Select Save to proceed.
General settings
Select General settings option from the menu then select change settings.

A General settings screen will appear, you can perform the following steps to enable your
settings:
1) Select your mark as seen status.
2) Select the respective integration based on your requirements.
3) Once you select an integration e.g. SMS integration a dropdown menu will appear,
select the option you want to choose.

4) You can also add a new API by selecting the New API option against each integration’s
settings.
 5) Select Save to proceed.

Action button settings

Select Action button settings option from the menu then select change settings.
A list of different template options will appear. Select the template you want to choose then
adjust its settings by providing:
1) The type of the reply.

2) Provide your message.

3) If there exists, provide a reply delay option as well.

4) If there exists, a typing on display then turn it to ON or OFF based on your requirement.
5) If there exists a button, then adjust its text and type as well.
Persistent menu settings
Select the Persistent menu settings option from the menu, then select change settings.

A list of locales will appear on the screen. To perform different actions on a locale, select
option against the locale you want to perform actions on.
The following are the actions that can be performed:
• Edit persistent menu: make changes in the persistent menu settings

• Delete persistent menu

Create persistent menu
You can create a persistent menu by following the steps given below:

1) Select from the top right of the screen.

2) Provide Locale information.

3) Provide the status of composer input.
4) Provide Menu title and web URL.
5) Select Submit to create your persistent menu.

Sequence message settings

Select Sequence message settings option from the menu, then select change settings.
You can choose either Messenger sequence settings or SMS/email sequence settings.

First, Messenger sequence settings. A list of sequence messages will appear on the screen. To

perform different actions on them, select option against the message you want to
perform actions on.
The following are the actions that can be performed:
• 24h promo report: A report on targeted, sent and delivered messages.

• Edit sequence: You can edit and update the sequence message.
 • Delete sequence

Add sequence
You can add sequence by following the steps given below:

1) Select from the top right of the screen.

2) Provide Campaign name and sequence type.
3) Select the timer settings.

4) Select the pages for which you want to apply sequence settings.
5) Select Create campaign.
For SMS/email sequence settings, things work the same as Messenger sequence settings. This
is how it differs when you create SMS/Email sequence settings.
Create Email & SMS Sequence Campaign
To create Email & SMS Sequence Campaign, go to SMS/Email Sequence Settings from the
dropdown menu.

You'll find existing campaigns on the table. You'll find existing campaigns on the table. The list
will also show a briefcase icon beside every sequence settings that will expand action buttons
including edit, delete, and reports.

Now Click on the Add Sequence button to add a new sequence. In the form, you can choose
SMS or Email Sequence type. You can set 24H hoURLy and Daily SMS or Email Sequence
campaigns by selecting templates.
You can add SMS/Email Templates by click on icon at the bottom right corner and then click on
icon to get the added template.
You can also add or remove more hour or days by click on Add more / remove last hour button.

Post-back manager
To access the post-back manager section, select Post-back manager settings, then select
Actions from Messenger Bot screen.

Post-back manager screen consists of a list of templates, you can search for a specific template
by using the search bar. You can adjust the number of templates to be viewed per page. You
can also arrange them in either ascending or descending order by selecting the arrows from
the header.
The following are the actions that can be performed:

• Copy post-back template: Select to copy the json code which can be used in
Messenger or Facebook ads.
• Edit template: You can edit and update the template

• Clone post-back template: Select to clone the post back template. Select the
template name, postback type, postback id, sequence campaign. Provide a reply and
your reply message, then select Clone.
 • Delete the template

Create new template

You can create new template by following the steps given below:

1) Select from the top right of the screen.

 2) Provide Template name.
3) Select a page for which you want to create a template.
4) Select the type of postback, and turn on the toggle button for that option.
5) Provide a Postback id.
6) Select a reply type and provide your message.
7) Select Submit.

Whitelisted domains
To access the post-back manager settings section, select Whitelisted domains, then select
Actions from Messenger Bot screen.

Whitelisted domain screen consists of a list of domains that are added in the white list, you can
search for a specific domain by using the search bar. You can adjust the number of templates
to be viewed per page. You can also arrange them in either ascending or descending order by
selecting the arrows from the header.
To perform different actions on the templates, select option against the domain you want to
perform actions on.

A modal will appear containing the domain list. This displays the time at which the domain was

added and the domain name. You can delete the domain by selecting the icon.
Add domain
You can a new domain in your whitelisted category. Follow the steps given below:

1) Select from the top of the whitelisted domain screen.

2) A modal will appear. Select the page for which you want to add a new domain.
3) Provide the domain which is to be added in whitelisted list.
4) Select Save to make changes.
Messenger engagement
To access the messenger engagement section, select Messenger engagement, then select
Actions from the Messenger Bot screen.

A dropdown menu containing the following options:

• Checkbox plugin
• Send to messenger
• M.me link
• Customer chat plugin

A detail of these settings can be found in the next headings.

Checkbox plugin

Checkbox plugin screen consists of a list of domains, you can search for a specific domain by
using the search bar. You can adjust the number of domains to be viewed per page. You can
also arrange them in either ascending or descending order by selecting the arrows from the
header.
Following actions can be performed from the checkbox plugin view:
• Edit the plugin: Edit checkbox plugin and select Update plugin.
 • Delete the plugin

Create plugin
You can create a plugin by following the steps given below:

1) Select from the top right of the screen.

2) Select the page for which you want to add the plugin.
3) Provide the domain.
4) Select the language.
5) Select the Plugin skin, turn it to either light or dark and center align option.
6) Select the Plugin size.
7) Write an Opt-in success message in website and a Checkbox validation error message.
8) Select an opt-in inbox confirmation message template, reference, and label.
9) Select Generate embed code option to create the send to messenger plugin.
Send to messenger

Send to messenger plugin screen consists of a list of domains, you can search for a specific
domain by using the search bar. You can adjust the number of domains to be viewed per page.
You can also arrange them in either ascending or descending order by selecting the arrows
from the header.

Following actions can be performed from the send to messenger plugin view:
• Edit the plugin: Edit messenger plugin and select Update plugin.
 • Delete the plugin

Create plugin
You can create a plugin by following the steps given below:

1) Select from the top right of the screen.

2) Select the page for which you want to add the plugin.
3) Provide the domain.
4) Select the language and Cta button text option.
5) Select the Plugin skin, turn it to either white or blue.
6) Select the Plugin size.
7) Select an opt-in inbox confirmation message template, reference, and label.
8) Select Generate embed code option to create the send to messenger plugin.
M.me link

M.me link screen consists of a list of pages you can search for a specific page by using the
search bar. You can adjust the number of pages to be viewed per view. You can also arrange
them in either ascending or descending order by selecting the arrows from the header.

Following actions can be performed from the M.me link view:

• Edit the plugin: Edit M.me link and select Update plugin.
• Delete the plugin
Create plugin
You can create a plugin by following the steps given below:

1) Select from the top right of the screen.

2) Select the page for which you want to add the plugin.
3) Provide the Button text.
4) Provide the Button background, text color, hover over color.
5) Select the Button size.
6) Select an opt-in inbox confirmation message template, reference, and label.
7) Select Generate embed code option to create the send to messenger plugin.
Customer chat plugin

The customer chat plugin screen consists of a list of domains, you can search for a specific
domain by using the search bar. You can adjust the number of domains to be viewed per page.
You can also arrange them in either ascending or descending order by selecting the arrows
from the header.
Following actions can be performed from the Customer chat plugin view:
• Edit the plugin: Edit customer chat plugin and select Update plugin.

• Download WordPress plugin: Download the WordPress plugin by selecting .

• Delete the plugin
Create plugin
You can create a plugin by following the steps given below:

1) Select from the top right of the screen.

2) Select the page for which you want to add the plugin.
3) Enter the domain to be added in the domain field.
4) Select the language and chat plugin loading option.
5) Provide the Delay.
6) Provide the theme color.
7) Select an opt-in inbox confirmation message template, reference, and label.
8) Select Generate embed code option to create the customer chat plugin.
Saved templates
To access the post-back manager settings section, select Saved templates, then select Actions
from Messenger Bot screen.

Saved templates screen consists of a list of templates, you can search for a specific template by
using the search bar. You can adjust the number of templates to be viewed per page. You can
also arrange them in either ascending or descending order by selecting the arrows from the
header. Select the page filter to narrow down your search.

To perform different actions on the templates, select option against the template you
want to perform actions on.
The following are the actions that can be performed:

• View the template by selecting .

• Download the template files by selecting .

• Edit the template
 • Delete the template

JSON API Connector

To access the JSON API Connector section, select JSON API Connector, then select Actions from
Messenger Bot screen.

JSON API Connector screen consists of a list of webhook URLs, you can search for a specific URL
by using the search bar. You can adjust the number of URLs to be viewed per page. You can
also arrange them in either ascending or descending order by selecting the arrows from the
header. Select the date filter to narrow down your search.

To perform different actions on the Webhook URLs, select option against the URL you
want to perform actions on. The following are the actions that can be performed:

• View report by selecting .

• Edit campaign
• Delete record
Create Connection
You can create a new connection by following the steps given below:

1) Select from the top right of the screen.

2) Provide the Name and select the page for which you want to add the connection.
3) Enter the webhook URL in the field.
4) Mark the checkboxes against the field for which you want to change trigger
webhook.
5) Mark the checkboxes against the field for which you want to send the data.
6) Select Save to make a new connection.
Webform builder
To access the webform builder section, select Webform builder, then select Actions from
Messenger Bot screen.

Webview manager screen consists of a list of pages, you can search for a specific page by using
the search bar. You can adjust the number of pages to be viewed per page. You can also
arrange them in either ascending or descending order by selecting the arrows from the header.
To perform different actions on the templates, select option against the page you want to
perform actions on.

The following are the actions that can be performed:

• View the form by selecting .

• View the report by selecting .

• Export the data from the form by selecting .

• Edit the form

• Delete the form
Webform elements
To create a webform by dragging and dropping the elements from the right side to the canvas
on the left side. You can add as many components as you want in the form. You can rename
these components. For this purpose, you have the following set of elements:

• Header: Here you can write the title/agenda of your form

• Text field: You can add and edit a text from this field.

• Text area: You can add and edit a text from this area.

• Select: You can add a dropdown menu using this select option. It will have many
options. In the form, the user can choose one option.
• Radio group: It will have many radio buttons, in the form user can choose one.

• Checkbox group: It will have many checkboxes, in the form user can choose one.

• Date field: It will have the mm/dd/yy field.

• Time field: It will have --:-- -- field to make the user enter the time.
 • Button: It is a clickable box that works on action.

Create new form

You can create a new form by following the steps given below:

1) Select from the top right of the screen.

2) Provide the Form name and Form title for your new form.
3) Select the page for which you want to create your form.
4) Drag and drop the fields you want to drag in the form as described in Webform
elements.
5) Select Save to make a new form.
 Note

• It is mandatory to choose the button field while creating a new form.

Email auto responder

To access the email auto responder section, select Email auto responder, then select Actions
from Messenger Bot screen.

A dropdown menu containing three

different options will appear on the
screen.
• Mailchimp Integration
• Sendin Blue Intergration
• Activecampaign Intergration
 Note

• It is mandatory to have accounts in all three options to make the integration

possible.

Mailchimp integration

Mailchimp integration screen consists of API Keys, you can search for a specific tracking name
by using the search bar. You can adjust the number of names to be viewed per page. You can
also arrange them in either ascending or descending order by selecting the arrows from the
header.
The following are the actions that can be performed:

• View the list by selecting .

• Refresh the list by selecting .

• Delete the account
Add account
You can add an account by following the steps given below:

1) Select from the top right of the screen.

2) Provide the Tracking name for your list.

3) Provide API key generated from Mailchimp account.
4) Select Save to add the new account.
Sendin Blue integration

Sendinblue integration screen consists of API Keys, you can search for a specific tracking name
by using the search bar. You can adjust the number of names to be viewed per page. You can
also arrange them in either ascending or descending order by selecting the arrows from the
header.

The following are the actions that can be performed:

• View the list by selecting .

 • Refresh the list by selecting .

• Delete the account

Add account
You can add an account by following the steps given below:

1) Select from the top right of the screen.

2) Provide the Tracking name for your list.
3) Provide API key generated from Sendinblue account.
4) Select Save to add the new account.
Activecampaign integration

Activecampaign integration screen consists of API Keys, you can search for a specific tracking
name by using the search bar. You can adjust the number of names to be viewed per page. You
can also arrange them in either ascending or descending order by selecting the arrows from
the header.

The following are the actions that can be performed:

• View the list by selecting .

• Refresh the list by selecting .
 • Delete the account.

Add account
You can add an account by following the steps given below:

1) Select from the top right of the screen.

2) Provide the Tracking name for your list.

3) Provide API URL generated from Activecampaign API account.
4) Provide API key generated from Activecampaign API account.
5) Select Save to add the new account.
Messenger e-commerce store
Messenger e-commerce store is now known as Ecommerce store. To access the Messenger e-
commerce store section, tab on Ecommerce on the left navigation menu, then select
Ecommerce Store.
For this, we will be discussing:
• Stores
• Payment settings

Stores
The stores section allows you to view the existing store’s dashboard. View different products
summary and see all orders.
• You can simply apply date filters to track down the narrowed search.
• You can perform actions from Actions column on the right of the stores.
• You can switch between the different stores you created and analyze the stats.

Create store
You can create a new store by following the steps given below:
1) Select option from the top right of the screen.

2) Provide store information, select the page name.

3) Provide the store name, email address, postal address.
4) Provide the payments settings.
5) Set the status of the store.
6) Fill in the conformation message section.
7) Select Create store to create the new store.
Actions
Actions from Ecommerce store screen containing following options such as:
• Dashboard
• Store settings
• Checkout settings
• Appearance settings
• Business hour settings
• Categories
• Attributes
• Products
• Visit store
• Delivery Points
• QR menu
• Coupons
• Signed-up customers
• Orders
 • Copy URL
• Order status notification
• Confirmation & reminder
• Reminder report
• Delete store

Some description of each section is given below:

Dashboard
It displays a summary of the statistics will include:
• Total order: The number of items ordered on selected dates.
• Checked out order: The number of orders that have been processed.
• Total earnings: Total amount of earnings till selected date.
Products
The products option allows you to get access to all existing products. You can perform following
actions:

• View product page by selecting .

• Edit the product.

• Clone the product created by selecting .

 • Delete the product.

You can also add a new product to the database by following the steps given below:

1. Select from products screen.

2. You need to select a store in which you want to add this product.
3. Select a category of the product.
4. Provide product name and attributes.
5. Add the original price and sell price.
6. Add a description, you can also add a thumbnail.
7. Select the status and tell whether the product is taxable or not.
8. Hit Save.
Coupons
The products option allows you to get access to all existing coupons. You can perform the
following actions:
• Edit the coupon information
• Delete the coupon
• You can choose the date range for this view as well.
You can also add a new coupon to the database by following the steps given below:

1. Select from products screen.

2. Select the store for which you want to add the coupon.
3. Choose the product for which you want to add the coupon.
4. Provide a code for your coupon.
5. Enter an amount for your coupon.
6. Provide an Expiry date and maximum usage limit for your coupon.
7. Select Save.
Categories
The categories for your stores appear in this section. You can perform the following actions:
• Edit the category
• Delete the category

You can also add a new category in the database by following the steps given below:

1) Select from top right of categories screen.

 2) A new category window will appear.
3) Choose the store for which you want to create categories.
4) Choose the name for your category.
5) Select Save.

Attributes
The attributes for your stores appear in this section. You can perform the following actions:
• Edit an attribute
• Delete an attribute

You can also add a new attribute in the database by following the steps given below:

1) Select from the top right of the attributes screen.

 2) A new attribute window will appear.
3) Choose the store for which you want to create attributes.
4) Choose the name for your attributes.
5) Choose attribute values and separate them with commas.
6) Select Save.

Orders
You can view the details of all orders from this screen. You can search for a particular order
using the search bar or sort them date wise for narrowed down search. You can arrange them
in any order by selecting the arrows in the header.
Copy URL
You can copy your sore page, order, and product URL. Hover over the code, then select the
Copy option that appears over the code line.

Visit Store
You can visit the store by selecting this option. It will redirect you to the store.
Store settings
You can edit the store information using this option.

Delete store
You can permanently delete the store from the database by selecting this option.
Payments

The payments section allows you to adjust the settings of all payment accounts. You need to
follow the steps given below:
1) Provide the PayPal email address.
2) Enter a stripe secret key.
3) Enter a stripe publishable key. Note: You can also try to use the other mode of payment
on Payment Integration

4) Select the currency, add your tax and delivery charge, modify your delivery preference,
login preference, and address preference.
5) You can also provide Manual payments instructions in the field available.
 6) Select Save to make changes.

Your data will be updated in the database.

Woocommerce abandoned cart
To access the Woocommerce abandoned cart section, select it under the Automations tab on
the navigation menu as shown below.

Woocommerce abandoned cart section allows you to view the existing carts dashboard. View
different carts summary and see all available earnings.

• You can simply apply date filters to track down the narrowed search.
• You can perform actions from Action button like view Reminder Report, Edit, Download
the report or Delete the report.

• The dashboard allows you to view Total, Reminded, and Recovered carts.
• It allows you to view the Earnings.
Create plugin

1) Select from the top right of the screen.

2) In the Checkbox OPT-IN section, select the page for which you want to add the plugin.
3) Enter the site URL.
4) Select the language.
5) Add Reference.

6) Provide the size of the plugin and skin.

7) Provide the Opt-in success message.
8) Select a label.
9) Adjust all settings in the Reminder message section based on your requirements.
10) Select Generate plugin.
Assign Email SMS Sequence Campaign with Postback Click
To assign Email/SMS sequence campaign with postback click, go to Messenger Bot ->
Postback Manager, click on Add new template and create Postback template with sequence
campaigns.
Now go to Messenger Bot -> Bot Settings -> Bot Reply Settings and click on Add bot reply
button. Set a Bot reply with postback Id which created with Sequence campaigns ( you can also
add postback template from here by click on add link in bot reply settings form ). Now
whenever your subscribers click on this postback button inside messenger, they will assign to
the sequence automatically.
After this, you can check this at Subscriber Manager -> Bot Subscribers -> Subscribers Action
section modal.

Send Promotional Message Using One Time Notifications For Facebook Messenger
What is One Time Notification (OTN)?

As you know Facebook Messenger Platform doesn’t allow to send message after 24 hours of
last interaction by any subscriber.

Once any subscriber interacts with your Messenger, you have 24 hour time to send promotional
message as many as you want (Don’t spam).

After 24 hours, you are not allowed to send any message (Except using some specific tag only
for non promotional message.)

Here One Time Notification API is provided by Facebook to send promotional message after 24
hours window.
 Source : https://developers.facebook.com/docs/messenger-platform/send-
messages/one-time-notification
The Messenger Platform's One-Time Notification API (Beta) allows a page to
request a user to send one follow-up message after 24-hour messaging window
have ended. The user will be offered to receive a future notification. Once the
user asks to be notified, the page will receive a token which is an equivalent to a
permission to send a single message to the user. The token can only be used
once and will expire within 1 year of creation

Why it’s so important ?

After deprecated sending message after 24 hours, OTN is the only option to send promotional
message now.

OTN message sending is happened in two steps. First you will need to set bot that asked for
permission to send future promo message regarding any specific offer.

Later, you will be able to broadcast message to those people, have given permission for sending
message.

So, asking this permission & Opt-in by subscribers are super easy. Users just need a click to get
subscribed for it.

And that’s guaranteed & fully proved that Messenger has almost 95%+ open rate. So it’s
hundred times better than sending email broadcast.

Just imagine, if you have 500 users subscribed for Black Friday offer or any other promotional
campaign, once you broadcast them, almost 450+ people will open it.

How to use One Time Notification Features in Messenger Bot.App?

First, you will need to apply for One Time Notification Access from Facebook Pages. It’s just a
click easy.

How to set up Payment Settings in Messenger Bot

We know that E-commerce is the backbone to build business worldwide. By the way, Alongside
all-powerful features of Messenger Bot has integrated today world's most powerful E-
commerce platform to make your business more flexible.

To complete this process you must have payment accounts to get payment from your buyers.
So this is for helping to set up Payment system for E-commerce. Payment settings is global for
one account, that means all store of the same account will use same payment system.
Messenger Bot provides multiple payment gateway support for Ecommerce platform including
Paypal , Stripe, Razorpay, Paystack , Mollie , Manual Payment & Cash on Delivery option.

Go to Messenger Bot -> Messenger e-commerce store -> Payment Accounts section
Here you’ll see the Payment accounts form.
You can set up six types of payment systems: Paypal, Stripe, Razorpay, Paystack, Mollie and
manual Payment System.

PayPal Email: Provide your PayPal business account email.

PayPal Sandbox Mode: If you want to test the paypal payment then you have to enable
sandbox mode.

Stripe secret Key & Stripe published key: If you want to integrate your Stripe account then
you’ve put your stripe secret key and stripe published key of your stripe account.
Razorpay Key ID & key secret: If you want to integrate Razorpay payment method then you’ve
to put your razorpay key id and secret key. Visit Razorpay and go to Settings > API Keys and
copy your key id and key secret and paste into the corresponding field.

Paystack Secret Key & public key: If you want to integrate paystack payment method then
you’ve to put your paystack secret key and public key. Visit Paystack and go to Settings > API
Keys & Webhooks and copy your key id and key secret and paste into the corresponding field.

Mollie API Key: If you want to integrate the Mollie payment method then you’ve to put your
Mollie API key. Visit Mollie and go to Settings > API Keys & Webhooks and copy your key id and
key secret and paste into the corresponding field.
Currency: Select your country payment currency.

Currency alignment: This setting is for make your currency alignment right or left. If you enable
it then currency will be shown at right side of amount. Suppose your payment amount is 50 and
your currency is $, so the amount will be shown as 50$. If you disable it then the amount will be
shown as $50.

Two decimal Places: If you enable it then amount will be shown with two decimal points.
Suppose your amount is 39.44 and you enabled it, so it will show the amount as 39.44

Comma Separated: If you enable it, then amount will be shown as comma separated, suppose
your amount is 29000, so the amount will be shown as 29,000

Manual Payment: Manual payment is for take payment manually from user manually and
uploads payment documents in the system.

Enjoy all the awesome features of Messenger Bot.

How To Recover Lost Sale With Messenger Bot Abandoned Cart Reminder
How to Recover Lost Sale With Messenger Bot Abandoned Cart Reminder:
Nowadays, People are becoming used to shop online, so E-commerce business has become the
most popular platform in modern days. Customers are switching to online shopping to save
time instead of physical shopping, sometimes they do add to cart their desired products for
future shopping. But as we’re human, sometimes we forget to check out our added carts.

Besides very powerful and rich features, Messenger Bot has the Messenger E-commerce
Platform which you already know. So in this blog, I’ll write about how you can send a reminder
message to your customers who added their desired products into the cart but forgot to check
out. So I’m not going more details on E-commerce, moving to the blog on how you can do that,
let’s start.

>>> First of all go to your e-commerce store by visiting Messenger Bot > Messenger E-
commerce Store > Store menu of Messenger Bot application.

>>> Now click on Actions and then click on Confirmation & Reminder menu from the
dropdown.

>>> A form will appear for reminder message settings with three reminder options messenger,
sms and email. You can send your clients reminder as SMS or email if they have phone number
or email address inside Messenger Bot.

>>> From left-sided section of the form, you can update the reminder text and also you can use
variables inside your message, system will send the value for corresponding variables.
>>> And from the right-sided section of the form, You can send up to three reminders through
messenger or sms or email. You can set the time after how many times you want to send the
reminder to the customers.

>>> After set up your reminder message, when a customer adds products into the cart, but
forget to checkout, system will send a reminder through messenger or sms or email according
to your set up.

Messenger Bot User Input & Custom Fields

What is User Input Flow?

With user input flow you can ask a single or series of questions from users inside Messenger.
Once users give any answer, then the next question will be sent if there any.

These answers will be saved in the database & also can be saved as custom fields. Custom fields
can be used as variables in Messenger reply.

What is Variable?

After you have saved a response in Custom Field, you can use it as a variable in your message
reply to the subscriber.

How to use Variable?

To use the variable for Custom Field, write the variable surrounding by # like (#Custom Field#)

E-Commerce Product Review & Comment

Our Messenger bot now comes up with a new E-commerce Product Review & Comment Add-
on. This add-on has the following feature such as:
− Product comment & reply feature,
− Product rating and review feature,
− Messenger Bot notification to store admin on new comment/rating
− Store admin can hide comment/rating

Once you enable e-commerce product review, rating, and comment features, you will have the
same experience as the following examples:
Messenger Bot WooCommerce Integration - JSON API
A complete steps on how to do WooCommerce Integration - JSON API on Messenger Bot.

IMPORT WC PRODUCTS
Go to Connect WooCommerce API menu. Put your Consumer key, Consumer Secret, WordPress
Website home URL, and then click "Save & Sync Data"

It will automatically import all your WooCommerce store's product entries as well as related
categories and attributes.
Successfull integration will be listed like below :

Clicking the "Store webview" button will bring up store webview page. Clicking the "Products"
button will bring up imported products and the eye icon will show product single page.
You can create bot with imported WC products using the webview feature. You can copy URLs
by clicking the "Copy URL" button
EXPORT WC PRODUCTS TO ECOMMERCE
From the product list page you can select and export WC products to ECommerce with just one
click. As Ecommerce does not support multiple categories yet, exporting will take only the first
WC category for each category. Also exported products may set the price to Zero due to WC
product variation. You need to edit those products and fix them manually.

Google My Business Integration

Location Manager
Business in Multiple Locations
• You are able to maintain your business to multiple locations
• You are able to maintain multiple business’ information
• You are able to switch between businesses at one click
In this section,you can manage your multiple business location.There are some list that you can
manage easily using location mamager:
1. Review reply settings
2. Review list
3. Post list
4. Questions & Ans

Location insights
Location and Post Insights
• Each location provides insights for multiple metrics
• Each post provides insight for different locations
Review reply settings
Automatic Review Reply
• Gives a way to reply to a review automatically.
• Custom star based automatic replies to reviews.
• Automatic replies to reviews are editable.
• Unlimited keyword based automatic replies.
• Generic replies to reviews.
• Default review reply for no keyword match
• Star based review report is available

In this section, you can set a predefined review reply template for those who give a review in
your google my business. If you want to reply them to automatically then set a review reply
predefined template. You can also set template star rating categorized like 5 stars and so on,
that is a really cool feature, isn't it? Please follow the instructions below if you want to review
the reply automatically.
Two Type of reply template available
1. Generic
2. Keyword

Select a rating and enter review reply text, after then hit the add settings button

If you want to reply them to your business reviewer Keyword wise then select the keyword
instead of generic. You can add keyword more than one to click the add more keyword button
also you can set the "no match" template If there no keyword match in your reviewers' review.
Review List
In this section, you will see all the review list. You can edit review reply and delete it from here.

Note: Review list may take up to few minutes/hours to update & synchronize in review list.
Post List
In this section you will see all the posts that you made through campaigns, even you can see
post analytics.
Questions & Ans
Question and Answer
• No need for other platforms to answering a customer’s question
• You can interact with your customers via questions & answers
• You can write answers for any questions from a single interface
In this section, you will see the full list of Questions & Ans about your business that people
already made.

Note: Question & answer report may take up to a few minutes/hours to update & synchronize
here.
Campaigns
• A single interface for creating posts
• You’re able to create several types of posts
• You’re able to schedule posts to be posted later
• You’re able to write a single post to different locations
• All posts will be automatically posted onto google

In this section, we will guide you on campaigns Feature. Here you will find all the instructions
on Campaigns management. So Let's start.
1. CTA
2. Event
3. Offer
Call To Action Post
Campaigning Call-To-Action Posts
• You’re able to write several types of CTA posts
• You can make your customers a phone call to you
• You can get your customers to your products from google search page
• You can make your customers buy your products from google search

In this section, you will see how you can create campaigns.

Click Create new post.

Put campaign name, select action type, put action URL, put CTA summary, upload an image,
and select location name (multiple select available), You can schedule the campaign now or
later. If you choose to schedule later then you have to enter schedule time and timezone then
hit create campaign button.

Event Post
Campaigning Event Posts
• You’re able to write a post that can represent an event

Click Create new post, click event tab, Put campaign name, put post title, put event date range,
put event summary, upload an image and select location name (multiple select available), You
can schedule the campaign now or later. If you choose to schedule later then you have to enter
schedule time and timezone then hit create campaign button.
Offer Post
Campaigning Offer Posts
• You’re able to make a coupon code for a specific or all products
• You can get your customers to your products from Google search page

Click Create new post, click offer tab, Put campaign name, put coupon code, put redeem URL,
put offer summary, upload an image, and select location name (multiple select available), You
can schedule the campaign now or later. If you choose to schedule later then you have to enter
schedule time and timezone then hit create campaign button.
Report
If you want to see the campaign report click the analytics button.
Media Manager
Media Manager is such a feature that allows you to represent each and every part of your
business to your customers via PHOTO and VIDEO posts.
• A single interface for creating photo or video posts
• You’re able to create as many posts as you want
• You’re able to schedule posts to be posted later
• You’re able to write a single post to different locations
• All posts will be automatically posted onto google
To go to the Media Manager interface, click on the Media Manager menu from the left-side
menu bar as follows:
Photo or Video Campaign
Creating a photo campaign or video campaign is almost the same process. If you upload an
image, then it will be an image campaign and vice versa. First of all, though it's depends on your
business type, let's see how you can represent each and every part of your business using a
photo or video campaign.
• You're able to set a LOGO/PROFILE/COVER photo of your business institution or place.
• You're able to represent the INTERIOR/EXTERIOR part of your business to your
customers
• You're able to represent PRODUCTs that your business offers to your customers
• You're able to show off how your employees are active at work to the world
• If you sell consumer products such as food or drink, you can then represent them using
videos or images
• If you have a restaurant, you can then represent MENU items to your customers
• Otherwise, if you have a HOTEL or MOTEL, you can then represent ROOMs to your
customers
• If you have a business where team-work is very much important, you can then represent
TEAMs to your customers
• If you have a business where common-area is important to represent, you can then do
that too
• You're also able to represent ADDITIONAL information or whatever, using images and
videos

To create PHOTO or VIDEO campaign, please click on the button named Create new media
campaign as follows:
Next up, you need to fill in some fields with proper values. See the following screenshot:
Be careful of the following error! Upload an image or video that is quite related to your
business. Otherwise, the campaign will not be published on GMB.

Note: Stay away from Request contains an invalid argument error.

Once you've completed all the fields, then click on the button below named Create Media
Campaign to create a campaign.
At the moment, you will be redirected to the Media Manager interface. You will see there the
campaign you created earlier as below:

Notice the red-marked arrow in the following screenshot. This tells you that the campaign is in
pending status and has not yet been posted to GMB.
The Pending status will be changed to Completed when the campaign has been posted to GMB.
Look at the following screenshot:

Now it's time to spend some time on a specific campaign. So what are the options available on
a specific campaign? Look at the following screenshot:
First, we will see how a campaign looks when it has been posted successfully to GMB. There is a
button called Campaign report there. Click on the button. It will pop up a modal. It looks like
the screenshot below:

Image Campaign

Video Campaign
If you want to see the posted campaign on GMB, then click on the button. It will take you there.
You will see some campaigns' status Completed on Messenger Bot system but red-marked on
campaign report modal. This happens when GMB system detects that the PHOTO or VIDEO
you posted is not relevant to your business. Look at the following screenshot:

Failed Campaign

You will see some campaigns' status Completed on Messenger Bot system but badges with red
mark below the Posted to locations on campaign report modal. This happens when GMB
system detects that the PHOTO or VIDEO you posted is not relevant to your business. Look at
the following screenshot:
Review Replies
In this section you will see all review replies here
You can review reply Manually, click red marked reply button
Google Sheet Integration with Messenger Bot
Our Messenger Bot is now with Google Sheet. In using this it gets the subscriber information
data from those subscribed to the bot.

Here you will learn how to integrate Google Sheet with your store page. First, go to the main
menu bar on the left and click Google Sheet. You can select now what page you want to
integrate with your google sheet and click "Continue" for the next step
Now you can choose whatever template depends on your need but here in our demo.
After selecting your desire template, the next thing that will show below is the user input data.
Choose the data and click "Copy URL & Start" button.

Then it will be directed to your Google Sheet. Click on the file then make a copy then click ok to
make a copy of the file.
Click on the cell and paste your copied URL, you can right-click it and select paste.

Now, press enter to begin exporting data from messenger bot. That's it your data is exported to
google spreadsheet!

How To Collect Email Address/Leads Inside Facebook Messenger with Messenger Bot
Gathering user data is general practice in modern websites and applications. For business, it is
very important to collect the user’s data or leads. Collecting proper information and using it
cleverly can give associations an edge over competitors and increase the impact of limited
resources.
You can collect user's data or leads in 3 ways by using the Messenger Bot inside Facebook
Messenger with Messenger bot. We will look into all the options we can use to collect user’s
data using Messenger Bot.

Quick Reply:
Quick replies are prior formatted answers you set up and then insert into a direct message to
avoid having to type the same answer time and time again to different people. You can also use
quick reply to collect users email, phone. I will explain how you can do that by using Messenger
Bot. Quick Reply in Messenger, will just look like the below image:

From the dashboard of Messenger Bot go to Messenger Bot > Bot Settings

Now select your Facebook page for which you want to create a quick reply. By default, Bot
Reply Settings is selected. Click on Add bot reply.

Give a bot name, write keywords for which this bot reply will trigger. Then select reply type to
“Quick Reply” from the drop-down list. Write your message on the Message box, after that
select the “Button Type” to User-email address, for email and user phone number to collect
phone number. Don’t type anything on “Button Text”, it’s already disabled for Quick Reply.
Then click Submit to save the reply.
Web View:
We can also collect user’s data like email or phone number using a web view form. Clients will
see a web view form to enter their email or phone number.
The process of creating a “web view form” for the user’s email or phone number is almost the
same as the Quick reply, just change the “Select reply type” to Text with buttons instead of
Quick reply. And then select the Button type to User’s email and give a name for the button on
the Button Text field. You can also select User’s phone to collect a phone number and a user’s
location by selecting the User’s location as the Button type. Click on Submit to save the Reply
template.

User Input Flow and Custom Field:

(Needs User Input & Custom Fields : A Messenger Bot Add-on)

Other than Quick Reply and web view there is a fantastic and powerful way to collect lead or
user’s data, that is User Input Flow and Custom Field. It’s a special add-on of Messenger Bot to
collect user’s data. Besides the user’s phone and email, it can collect any kind of user data in
text, number, and date-time format. It can collect Full name, age, image, audio, video, and so
on. We can also create Custom fields other than a system-defined field to collect user’s data
and use them as a variable.
We can collect user’s data and use them in real-time, for example, collect user’s name and then
call them by their name instantly. When you will use User Input Flow and Custom Field to
collect data, users will feel like they are talking to a human while It’s nothing but a Bot.
Now, we will see how to create a User Input Flow and Custom Field. First, you need to get the
add-on and install it with Messenger Bot.

Now go to Messenger Bot > User Input Flow & Custom Field and click on Actions then Click on
User input flow campaign
When you click on User input flow campaign, the Flow Campaign list interface will appear. At
the top left corner, you can see a button named New Flow, click on this button to create a new
User Input Flow. An interface to create a new user input flow will appear.
Give the campaign a name and choose the Facebook page for which you want to create the
User Input Flow. We can create 2 types of user input flow, one is Free keyboard input, and the
other one is Multiple choice. You can find these options on the right side of the interface. Under
Free Keyboard input we have Email, Phone, Text, Number, URL, File, Image, Video, Date, Time,
and Datetime. Just click on them to create your desired flow. You can add as many questions as
you want.
You can also create a cusom field to store user's data, but this is optional because to store
Email; there is already a system defined field. To create custom fields, go to Messenger Bot >
User Input Flow & Custom field > Actions >Custom field, an Interface to create Custom field
will appear. Click on New Custom Filed to create a new custom field, a pop up form will appear,
give a custom field name and select a reply type from drop down list. Then click the save button
to save the New Custom Field.
Custom field creation:

There is a settings button with every question you create for the flow, click on settings to define
where the data should be saved. There are two options to save user’s data, one is System Field
and the other one is Custom field. You can also assign to a messenger sequence or email/phone
sequence. There is also a skip button to skip the question for your user. You can as well remove
the questions from this setting.
Finally, select a final reply template when you are done with questions. You can create a new
Final reply template by clicking on the Add button. When you are done with all the questions
for your flow, click on the Submit button to save the campaign
Now we need to Integrate this User Input Flow to a Messenger Bot. Go to Messenger Bot > Bot
Settings. Select your Facebook page and add a bot reply. Give the bot a name, put keywords to
trigger the bot. Then select the Reply type to “User Input Flow”, from the drop-down list and
next select the Flow campaign you just created.
How To Create A Sales Funnel In Messenger With Messenger Bot
Have you ever considered creating a sales funnel? Think it’s complicated and overwhelming?
Don’t know where to begin? As an entrepreneur, you realize marketing's importance: In the
absence of marketing, your business would ultimately fail due to the lack of new customers.
Therefore, if you haven't already put time and effort into this task, now is the time to start; and
one easy way to start is the utilization of Messenger Bot as a sales funnel.

What is a sales funnel?

A sales funnel is the marketing term for the voyage potential client goes through on the way to
buy. There are different steps to a sales funnel, commonly known as the top, middle, and
bottom of the funnel, even though these steps may vary depending on a business's sales model.
A typical sales funnel has 4 stages:
1. Awareness
2. Interest
3. Decision
4. Action

These four stages represent your prospective customer’s mindset. A sales funnel is started by
marketing activities that generate awareness and build demand for a product or service, such
as social media posts, paid ads, blogging on relevant topics for your target audience, ad
retargeting, or SEO. At this stage, the prospects are in huge amounts.

Moving a customer through the funnel is carefully designed to raise consciousness and inform
the customer on the benefits of your products to move them toward making a buying decision.

Over time, customers go down through the sales funnel, from primary contact to final purchase
– as they learn more about your product and get interested in your product and make the final
decision to purchase it. When they become your customer, you may send them more offers on
your other products that may or may not related to that particular product.
Creating a Sales Funnel using Messenger Bot:
In this article i am going to describe the features which will need two more add-ons for
Messenger Bot.
1. Email & SMS Sequence Campaigner Add-on
2. Messenger Bot User Input & Custom Fields Add-on

Collect Leads/Email:
The first thing you need to do is collect leads. When a customer comes to your Facebook
Messenger, you need to collect their email or phone number. To do that, you can create a lead
magnet. What is a lead magnet? You can offer a free eBook or anything related to your product
as a gift to collect their email or phone. In this case, the eBook is the lead magnet. Now you
have leads instead of prospects. They are moving through your sales funnel.

There are three ways in Messenger Bot to collect leads, you can use Quick Reply, Web View,
and User Input Flow & custom field (A Messenger Bot Add-on).
Example of Lead Magnet: (in the image below)

Add Email sender and SMS sender API to send Email and SMS:
Before we create the sales funnel, we need to add the Email/SMS sender API, we will see how
to add Email sender API or SMTP server.

To add an Email sender API or SMTP Server go to Broadcasting>Email API settings >Actions
I have added an SMTP API here, you can add Madrill, Sendgrid, and Mailgun API too. Please
follow the screenshots for the step-by-step process to add an SMTP or email sender API.
Then click on New SMTP API

Now that we have set up the SMTP API, Messenger Bot can handle the rest to send follow up
emails. We just need to set the default API’s for Email and SMS sequence campaign.

Go to Messenger Bot > Bot Settings, select you Facebook page and then go to General Settings
In the right side under “SMS sequence integration” and “Email sequence integration” choose
the API’s you want to use for the Sequence campaign.
Assign leads to Email, SMS, Messenger Sequence:
The most effective sales funnel could be created by using the “User Input Flow & Custom Field”
(A Messenger Bot Add-on). Also, you must need another add-on of Messenger Bot named
“Email/SMS sequence campaigner”. We will create an Email or SMS Sequence first and then
assign the sequence to leads (Email and Phone). Please follow the septs below to create a
successful sales funnel.

Step-1 (Creating Email/SMS Sequence):

Go to Messenger Bot > Bot Settings

When you click on Actions under the Bot setting, the Bot Settings interface will appear. Select
your Facebook Page and then go to Sequence Message Setting and click on Change settings, a
drop-down menu will appear with Messenger sequence settings and SMS/email sequence
settings. Click on SMS/email sequence settings to create an SMS/email sequence.
In the same window, on the right side, the SMS/email sequence interface will appear. Click on
the Add sequence button.

Give a name for the Campaign, then select the type of Sequence from Email / SMS, then
Sequence time, we can create two types of sequence, one is 24 hours and the other one is
Daily. Here I have selected Daily because I will create a sequence campaign that will last for few
days, you can also create a campaign for 24 hours, sending different emails or SMS on the same
day within the 24 Hours.

You can also change the starting and closing time. Select your time zone. Then select the email
template from the dropdown list for days you want to send an email. You can add new
template and add more days to the campaign.
On the first day of the email sequence, I will send an email with the eBook I promised to
giveaway for free. So, I will create my first email sequence with a greeting for being on my
subscriber's list and send them the free eBook on “60 Dinner Recipe to cook in 30 minutes”

Click on the (+) Add new template to create an email template, and then set it for the email
sequence.
On Day-1 of the sequence I will add the first email template (Email with the free eBook). For
Day-2 I will not send any email, and on Day-3 I will set my second email (sending to the sales
page), finally save the campaign. You can add more days to send more emails to the sequence if
you want to.
You can create different SMS/email sequences for a different group of leads, and assign them
accordingly.

You can also create a Messenger sequence, but Facebook Messenger allows you to send a
promotional message only within 24 Hours of the subscription.

Step-2 (Assign the Sequence while creating User Input Flow):

To create a User Input Flow, go to Messenger Bot > User Input Flow & Custom Field and click
on Actions then Click on User input flow campaign
When you click on User input flow campaign, the Flow Campaign list interface will appear. At
the top left corner, you can see a button named New Flow, click on this button to create a new
User Input Flow. An interface to create a new user input flow will appear.
Give the campaign a name and choose the Facebook page for which you want to create the
User Input Flow. From the left side choose a question type. Here I have selected email, to
collect the user’s email. Write the message to ask for the email.

With every question there is a settings button, click on that settings button. From the settings,
assign the SMS/email sequence and Messenger sequence for the lead.
Save the User Input Flow, and then add this “user input flow” to the messenger bot.

Sales funnel without “User Input Flow and Custom Field (A Messenger Bot Add-on)”:
You can also create a sales funnel without “User Input Flow & Custom Field”. There are two
ways other than “User Input Flow & Custom Field” to collect the user’s email and phone
number. You can use “Quick Reply” and “Web View” to collect leads and then assign SMS/email
sequence to those leads. But this is limited to only one particular SMS/Email sequence at a
time. But with the use of “User Input Flow & Custom Field” we can create different types of
Sms/Email sequence for different group of leads.

To create an Sms/Email sequence for leads collected by “Quick Reply” and “Web View” go to
Messenger Bot > Bot Settings > General Settings and select the Sms Sequence campaign and
Email Sequence campaign on the perspective field as shown below.
Abandoned cart recovery:
You can also optimize your sales funnel using Abandoned Cart Recovery. If you use Messenger
Bot to create an eCommerce store on messenger and customers leave the eCommerce store
after adding products to the cart. “Abandoned cart Recovery” could be used to send a
notification to the buyer with a message.

Which Messenger Engagement Plugins Best To Use?

In your Dashboard select Messenger Bot and click All Bot Settings.

To access the messenger engagement section, select Messenger engagement, then select
Actions from the Messenger Bot screen. A dropdown menu will show and choose on the Tools
to use like Checkbox Plugin, Send to Messenger, M.me Link, and Customer Chat Plugin. But
first, let's use Checkbox Plugin.
Checkbox Plugin
Checkbox plugin screen consists of a list of domains, you can search for a specific domain by
using the search bar. You can adjust the number of domains to be viewed per page. You can
also arrange them in either ascending or descending order by selecting the arrows from the
header.

Following actions can be performed from the checkbox plugin view:

• Edit the plugin
• Delete the plugin

Now click Create Plugin.

Select your Facebook Page for which you want to add the Plugin. Provide your Domain and you
can select your preferred Language. You can select your Plugin Skin, you can align your Plugin
to the Center, and you can also select your Plugin Size. If you enable Redirect to a webpage on
successful opt-in. You need to provide your redirect URL.
Provide your Opt-in success message on the website. You can check the box if you want to add
a button in the success message.

Provide your Button Text, Button URL, select your Button Background Color, also choose your
Button Text, Button Hover Background, and Button Text Hover color. You can also provide
your Checkbox Validation Error Message, select your Opt-in inbox confirmation message
template, your Reference and you have an option to Select your Label. Then, click Generate
embed code.
Click Js Code to copy the Js Code. Copy the code below and paste it inside the HTML element
of your webpage where you want to display this plugin.

In your WordPress Dashboard, locate your website builder or your Theme. On this site we use
DIVI. Then, select the Integration tab and Paste the HTML Element at any part of your site's
Home Menu.
This is your Messenger Bot Plugin for your Website.

Send to messenger plugin

Send to messenger plugin screen consists of a list of domains, you can search for a specific
domain by using the search bar. You can adjust the number of domains to be viewed per page.
You can also arrange them in either ascending or descending order by selecting the arrows
from the header.

Back in the Messenger Bot dashboard, select Messenger Engagement and click Send to
Messenger.

Following actions can be performed from the Send to Messenger plugin view:
• Edit the plugin: Edit messenger plugin and select Update plugin.
• Delete the plugin

Click Create Plugin from the top right of the screen.

Select the page for which you want to add the plugin. Provide the domain. Select the language
and CTA button text option. Select the Plugin skin, turn it to either white or blue. Select the
Plugin size. Enable Redirect to a webpage on successful opt-in.

By enabling the Redirect to a webpage on successful opt-in. You need to provide an Opt-in
success redirect URL.
Provide an Opt-in success message on the website. You can also add a button in the success
message. By checking the box. Provide Button Text, Button URL, choose colors for Button
Background, Button Text, Button Hover Background, and Button Text Hover.

Click, the JS Code. To view the HTML Elements. Copy the code below and paste it inside the
HTML element of your webpage where you want to display this plugin.
In your WordPress Dashboard, select your theme or plugin builder, then click Theme Options
and select Integration in your Tab area. And Paste the HTML elements in here from your
Messenger Bot.

This is the sample of Send to Messenger Plugin on your Website.

It will directed you to Facebook Messenger.

M.me link
M.me link screen consists of a list of pages you can search for a specific page by using the
search bar. You can adjust the number of pages. to be viewed per view. You can also arrange
them in either ascending or descending order by selecting the arrows from the header.

Back in the Messenger Bot dashboard, select Messenger Engagement and click M.me Link.
Following actions can be performed from the M.me link view:
• Edit the plugin: Edit M.me link and select Update plugin.
• Delete the plugin.
Select Create Plugin from the top right of the screen.

Select the page for which you want to add the plugin. Provide the Button text. Provide the
Button background, text color, hover over color. Provide the Button background, text color,
hover over color. Select Button Size.

Select an opt-in inbox confirmation message template, reference, and label. Select Generate
embed code option to create the send to messenger plugin.
You can select the Embed code to be copied and paste into your website. Between Js Code and
QR Code.

Copy the code below and paste it inside the HTML element of your webpage where you want
to display this plugin. Or you can use the M.me Link for your website.
This is the M.me link QR code.
In your WordPress Dashboard, select your theme or plugin builder, then click Theme Options
and select Integration in your Tab area. And Paste the HTML elements in here from your
Messenger Bot.

This is the sample plugin of M.me Link for your Website.

It will redirect you to your FB Messenger.

Inside your FB Messenger Bot.

Customer chat plugin

The Customer Chat plugin screen consists of a list of domains, you can search for a specific
domain by using the search bar. You can adjust the number of domains to be viewed per page.
You can also arrange them in either ascending or descending order by selecting the arrows
from the header.

Back in the Messenger Bot dashboard, select Messenger Engagement and click Customer Chat
Plugin.

Following actions can be performed from the Customer chat plugin view:
• Edit the plugin: Edit customer chat plugin and select Update plugin.
• Download WordPress plugin
• Delete the plugin.

Select Create Plugin from the top right of the screen.

Select the page for which you want to add the plugin. Enter the domain to be added in the
domain field. Select the language and chat plugin loading option. Provide the Delay. Provide
the theme color. Select yes or no for do not log in. Provide greeting text if logged in or not to
Facebook. Select an opt-in inbox confirmation message template, reference, and label. Select
Generate embed code option to create the customer chat plugin.

Select Embed code - JS Code or Download WordPress Plugin.

In your WordPress Dashboard, select Plugins. Then, click Add New Plugins.

And Upload Plugin.

Then Choose File,

click Install now,

Click Activate Plugin and your Plugin is now already activated.

Click the icon for Messenger chat.

The chatbox will pop up.

The Messenger chatbox within your website.

Now, you're ready to create your Plugin for your website.

Broadcasting
The Broadcasting feature allows you to send messages in bulk and helps you broadcast via SMS
and emails. You can create subscribers’ campaigns and compile a list. Broadcasting helps you
send promotional messages to the targeted audience. You can send emails and SMS to the
people using different platforms like Twilio discussed in the Twilio SMS campaign demo section
and SMTP API, Mandrill API, in the respective sections.

To view this section, navigate to Broadcasting from the navigation menu located at the left
below the Automations section. Tab on Broadcasting and click any under it. A screen
containing the following 4 sections will appear:

A screen containing the following four sections will appear:

• Messenger broadcasting
• SMS broadcasting
• Email broadcasting
• Sms/email sequence campaigner (external contacts):
Messenger broadcasting
Messenger broadcasting is used to send promo messages and target the real audience for you.
This section has Subscriber broadcast and OTN subscriber broadcast options. The details of this
first option are given below:

Subscriber broadcast
To access the Subscriber broadcast, select the Campaign list option in the Subscriber broadcast
section of Messenger broadcasting.

Subscriber broadcast screen consists of a list of page numbers, you can search for a specific
page by using the search bar. You can adjust the number of templates to be viewed per page.
You can also arrange them in either ascending or descending order by selecting the arrows
from the header. You can choose the date range for the narrowed search. You can also sort
them out based on their status.
To perform different actions on the templates, select option against the template you
want to perform actions on. The following are the actions that can be performed:

• View the campaign report by selecting .

• Edit the campaign

• Pause the campaign by selecting the .
 • Delete the campaign

Create campaign
You can create a new subscriber broadcast campaign by following the steps given below:

1) Select from the top of subscriber broadcast campaign.

2) An add subscriber broadcast screen will appear.

3) Provide the following campaign details:
a. Campaign name
b. Select the page for which you want to create the campaign
c. Select a broadcast type: It can either be non-promo or 24-hour promo
d. Select a message tag from the dropdown menu.

e. Choose the targeting options for better reach to your post, based on your
gender, time zone, and locale selection.
 f. Choose message templates and sending time.

4) You can also see the subscriber numbers displaying on the right side of your screen in
the Summary section.

Once you have provided all information, select Create campaign.

 Note

• Use broadcasting with message tag carefully.

• The message must not contain any advertisement or promotional material.
• Use an appropriate tag that`s is applicable for sending a message to targeted
people.
• Using a message tag without proper reason may result in block your page`s
messaging option by Facebook.

Once you have created a campaign, it will be executed from your Facebook page account and
will broadcast to multiple targeted audiences.

SMS Broadcasting
SMS broadcasting is used for sending SMS in bulk, helping in managing the SMS campaigns. This
section consists of three options:
• SMS API settings
• SMS campaign
• SMS Template.
The details of these option are given below:

SMS API settings

To access the SMS API settings, select the Actions option in SMS API settings section of SMS
broadcasting.

A list of gateways will appear on the SMS API screen. You can perform following actions from
this view.

• Send SMS by selecting the icon against a particular gateway.

• View API information by selecting icon against a particular gateway.
• Edit the API you want to update.
 • Delete the API.

Note

• If you delete an API, all campaigns created with that API will also be deleted

Create API
You can also create a new API from SMS API screen. Follow the steps given below:

1) Select button from the SMS API screen.

2) Provide the gateway name.
3) Provide the Authentication key/ API Key.
4) Enter your secret password you want to set.

5) Enter the ID of your API.

 6) Provide the Sender ID.
7) Set the status of your API.
8) Once you have done all these settings, click on Save.

SMS campaign
To access the SMS campaign, select the Actions option in SMS API settings section of SMS
broadcasting.
SMS campaign screen consists of a list of SMS API, you can search for a specific API by using the
search bar. You can adjust the number of APIs to be viewed per page. You can choose the date
range for narrowed search. You can also sort them out based on their status.

To perform different actions on the templates, select option against the template you
want to perform actions on. The following are the actions that can be performed:

• View the report by selecting .

• Edit the campaign

• Delete the campaign

Create sms campaign
You can create a new sms campaign by following the steps given below:

1) Select option from the top of the SMS campaign screen.

2) A Create sms campaign screen will appear. Provide the campaign details which include:
a. Campaign name
b. SMS API (to be selected from dropdown)
c. Message
3) Provide the information of Messenger subscribers and SMS subscribers (external).
4) You can also choose the targeting options for a better reach.

5) You can choose a sending time.

6) Once all information is added, select Create campaign.
Twilio SMS campaign Demo
To start an SMS campaign, you need to get an API key for integration from Twilio. You can
access Twilio from your web browser. Follow the steps given below:
1. Open the following link in your browser: https://www.twilio.com/
2. The Twilio login screen appears. You need to sign up for first time login.

3. You will also receive an authentication email. Follow the link, it will redirect to the
dashboard.

4. Now you need to reach the Settings option from the left navigation menu.

5. A sub menu will appear, now select API Keys option. A list of API Keys will appear on the
screen. You need to create a new key.
6. Select the icon from the table header. You can provide a friendly name for your key
and the type of your key.

7. Select Create API Key. A new API key will be generated, copy it to use.
8. Go to Messenger Bot application. Navigate to Broadcasting then go to SMS API settings.
Select Actions, a screen containing a list of SMS APIs will appear.
9. Select button from the top of the screen.

10. A New SMS API modal will appear, select the gateway, provide the API Key in the field.

11. Provide the authentication token, sender ID and user name. Hit Save.
12. Now this SMS API, will help you make a new SMS campaign. Go to SMS campaign, then
select Actions.

13. Select from SMS campaign screen.

14. A Create SMS campaign view will appear. Provide the campaign name and message.

15. Now Select the SMS API from the dropdown menu which you created in Step 11.

16. Select the page for which you want to make this campaign. A number of subscribers will
appear in the toll.
17. You can also choose the targeting options.

18. You can select the number for Contact field either manually or import the CSV file and add
your country code.

19. Select a sending time, along with time zone.

20. Select Create campaign.

Once you have created a campaign, it will send SMS to all chosen people and broadcast the
messages to them.

Email broadcasting
Email broadcasting is used for sending Email in bulk, helping in managing the Email campaigns
This section consists of three options.
• Email API settings
• Email campaign
• Email Template

The details of these options are given below:

Email API settings

To access the Email API settings, select the Actions option in Email API settings section of Email
broadcasting.
A list of four following options will appear:
• SMTP API
• Mandill API
• Sengrid API
• Mailgun API

Note

• It is mandatory to have accounts in all four options to make the integration

possible.

SMTP API
A list of gateways will appear on the SMTP API screen. You can search for a particular email
address by using the search bar.
You can perform the following actions from this view.

• Send test email by selecting the icon against a particular email address.
• Edit the API you want to update.

• Delete the API.

Create SMTP API
You can create a new SMTP API by following the steps given below:

1) Select the from the SMTP API screen.

2) Provide the New SMTP API information. Enter the Email address.
3) Enter the SMTP host and port information.
4) Provide the SMTP username and SMTP password.
5) Select the SMTP type from the dropdown menu.
6) Provide the sender name.
7) Select the status of the SMTP API.
8) Select Save to create a new SMTP API.
Mandrill API
A list of email addresses will appear on the Mandrill API screen.
You can search for a particular email address by using the search bar.

You can perform the following actions from this view.

• Send test email by selecting the icon against a particular email address.
• Edit the API you want to update.
• Delete the API.
Create Mandrill API
You can create a new mandrill API by following the steps given below:

1) Select the from Mandrill API screen.

2) Provide the New Mandrill API information. Enter your name.
3) Enter the email address.
4) Provide the Mandrill API key generated from your account.
5) Set the status of the API, then hit Save.
Sendgrid API

A list of email addresses will appear on the Sendgrid API screen.

You can search for a particular email address by using the search bar.
You can perform the following actions from this view.

• Send test email by selecting the icon against a particular email address.
• Edit the API you want to update.

• Delete the API.

Create Sendgrid API
You can create a new sendgrid API by following the steps given below:

1) Select the from Sendgrid API screen.

2) Provide the New Sendgrid API information.
3) Enter the email address.
4) Enter your user name.
5) Provide the password.
6) Set the status of the API, then hit Save.
Mailgun API

A list of email addresses will appear on the Mandrill API screen.

You can search for a particular email address by using the search bar.
You can perform the following actions from this view.

• Send test email by selecting the icon against a particular email address.
• Edit the API you want to update.

• Delete the API.

Create Mailgun API
You can create a new mailgun API by following the steps given below:

1) Select the from Mailgun API screen.

2) Provide the New Mailgun API information.
3) Enter the email address.
4) Provide the Domain name.
5) Provide the Mailgun API key generated.
6) Set the status of the API, then hit Save.
Email campaign
To access the Email campaign, select the Actions option in Email campaign section of Email
broadcasting.

Email campaign screen consists of a name of campaigns you can search for a specific campaign
by using the search bar. You can adjust the number of campaigns to be viewed per page. You
can choose the date range for the narrowed search. You can also sort them out based on their
status. You can arrange them either in ascending or descending order by selecting the arrows
from the header of the table.

To perform different actions on the templates, select option against the template you
want to perform actions on. The following are the actions that can be performed:

• View the report by selecting .

• Edit the campaign.
• Delete the campaign
Create email campaign
You can create a new email campaign by following the steps given below:

1) Select option from the top of the Email campaign screen.

2) An Email campaign screen will appear. Provide the campaign details which include:
a. Campaign name
b. Email subject
c. Message
d. Email API (to be selected from dropdown)
e. Attachment
3) Provide the information of Broadcasting subscribers and Message subscribers.
4) You can also choose the targeting options for a better reach. The right side of the view
displays the Email counter i.e. targeted subscribers.
5) You can choose a sending time.
6) Once all information is added, select Create campaign.
SMS/Email Templates
To get started with SMS/Email sequence, you've to create SMS & Email Templates to create
SMS & Email Sequence campaigns. But to do this you need to go to the Broadcasting menu and
choose Email or SMS Broadcasting. Then this screen will show. you will find two blocks named
SMS Template and Email Template.
Go to the SMS or Email template section and click on the New template button then a
dropdown will appear with two choices:
• Rich text editor
• Drag & Drop

Rich text editor

Create SMS or Email Templates by providing information.

Also, you can see the existing templates in the table from where you can view, edit and delete
templates.

Drag & Drop

For the drag & drop, we have 4 templates that you can use:
1. No sidebar (wide)
2. Left sidebar
3. Right sidebar
4. Both sidebar

No sidebar (wide)
This is how your workspace on building your template would look like.
On the right part, you will see the drag and drop elements that you can use such as:
• Text • Link
• Image • Divider

There are sets of a button on the lower left of the workspace page. starting from left to right we
have Layout options, Save and Quit, Save template, and Preview.

Layout options

Here, you can see the settings of your template layout. You can change its background color
and height sizes per section. These are the following sections:
1. Layout would be the background of your template. You can also change the outline of
your template by changing the 2nd color to where you can see the cursor.
2. Header section is the first layer of the template as shown. You can change the
background color and height here.
 3. Content section is the second layer of the template as shown. You can also change the
background color and height here.
4. Footer section is the third layer of the template as shown. You can also change the
background color and height here.

Saved & quit

Saved & quit means saving your work and will be exited on the workspace.
When you click Save and quit, this modal will appear, type in your template name and template
subject then click OK.

Save template

Save template will be simply saving your template and still can continue building it, this
notification is what it will show you after.

Preview
Preview means previewing the overall design o your template when generated.
Now, you have to learn that each element that you placed on your template are editable and
have functions like:
1. Copy, this is for duplicating your element.
2. By clicking and holding this at the same time, you can drag this up and down to move its
place on the template.

3. X is for deleting the element.

4. Pen icon is when you want to edit the element. Each element has its different ways of
customization that you can play with:
a. Image - you need to upload your desired image, next for insert image SRC (source)
which is the place where your image is saved, it will be shown automatically after
you save your edit by clicking the check icon. this is how it will show. Type the link
here where you want to be redirected whenever the image is clicked by users.
b. Divider - You can change its color by typing the HTML color code or choose your
color randomly on the color gradient.

c. Text – It can be customized by choosing the options above while typing your texts
on the text box.

d. Link – This means editing the button

 - Place the wanted link of your product.
- change your desired text display on the button
- Color represents the color of the text of the button.
- The background images can be changed here, I made it yellow-orange as an
example.
- This will be the button's position either left, center, or right.
- The last one is the size of the button itself from small to big.

Left sidebar
The next template would be the left sidebar. the following image is how it will look like:

Right sidebar
Click on the right sidebar and you can now create and edit your template.
Both sidebars
Last, click on Both sidebars and you can now create and edit your template.

Also, you can see the existing templates in the table from where you can view, edit, and delete
templates.
How to Create & Assign Sequence Campaign for External Subscribers:

Beside assigning automatically SMS/Email Sequence to Messenger Subscribers, now you can
also create SMS/Email Sequence Campaign for your external subscribers and assign them
manually with Email SMS Sequence Campaigner Add-on . So, let’s get started.

Create Sequence for external Subscribers:

Go to Broadcasting -> Sequence Campaign -> Actions and click on Add sequence button to
create sequence campaign with the necessary information for External Subscribers.
You can see campaign report 24H or Daily report from the campaign table by click on
Corresponding Report icon.
Assign Sequence To External Subscribers:

Go to Subscriber Manager -> Contact Book section, select your contact and click on Options ->
Assign Sequence. Select your Sequence campaign from the dropdown and hit the save button.
You can also assign manually to individual Subscribers by click on the Contact Details icon from
the table.
How To Create Email Templates In Messenger Bot
Now, there's no need to pay third parties for building email templates!

Messenger Bot has come up with a brand new module called Drag & Drop Email Template
Builder. It has a very simple interface. It has been made such a way that its user can create an
HTML Email template within a few seconds. Just drag and drop the elements you need and
build your HTML email templates without paying third party services for months.

Let’s see how to build your email templates for your products or any other purposes. Today, I’m
going to show you how to create an HTML email template using Messenger Bot’s Drag & Drop
Email Template Builder. Say, we’re going to create a campaign for our specific product.
Log in to your Messenger Bot’s dashboard. Click on the menu named Broadcasting.

When you’re on that page, find out the section that says Email Templates. And click on the
Actions link. After clicking on that link, you should see an interface where you can find
templates that have already been created.

When you’re there, click on the button named New template and then click again on the link
named Drag & Drop. It will take you to the interface where you need to choose which template
you’re going to work with.
In my case, I’m going to choose the boiler-template without sidebars as marked below:

Now it’s time to build the email template for the product I want to promote/campaign with.
But before starting, let me tell you what components do what tasks. Please check out notes on
the following screenshot:
Well, assuming, we are now somewhat familiar to the components and parts of the template
builder. Let start building our template. First, I will change the background color of the body. To
do that you need to click on the Layout options button which is the 1st button from the left
side as the screenshot says below:

Upon clicking on that button, it will open up a box from the left side. See the screenshot below:
I’ve set up the body background color to dodger blue. You may choose one that you prefer.
Now I will save the template and continue editing. To save and continue editing the template, I
will click on the Save template button. Okay, now our template has been saved. Now I will drag
the image element from the Drag & Drop elements bar to the middle section of the template. It
will look like the following screenshot:

Now click on the dummy image that we get after dragging the image element. It will pop up a
tiny modal. You can either upload an image from your computer or put the image source in the
specified input filed. Check out the following screenshot:
Now I will upload my product’s image, for example, and set the product’s link to the image as
described in the screenshot above.

Next, I will add a button. To do that I need to drag the button element to the template’s end
section.

And to change its background color and to set up a link of the product’s page I need to click on
the button. I get this modal when clicking the button:
Now I will add a couple of link elements and a text element. Before doing that let’s see what’s
in it. Check out the screenshot below:

I’ve added two text elements and made two links. One is for the Facebook page and the other is
for unsubscribing. Now I’m done. See its preview as the following:
As I'm done with building the HTML email template, it's time to save the template and quit the
interface. To do that you need to click on the Save & Quit button. It will then pop up a modal
that will ask for the template name. So put the template name as you need. Click on the OK
button when done. See the following screenshot:
Social Posting
The Social Posting feature allows you to manage all social media accounts via one platform. You
can manage all Facebook posts, slideshows, videos via the Facebook poster section. You can
import multiple accounts and integrate them for different posts respectively in the Social poster
section.

To view this section, navigate to Social Media Management from the navigation menu located
and tab on it, then click on any under it.

A screen containing the following two sections will appear:

• Facebook Poster
• Social Poster

Facebook Poster
Facebook Poster manages all Facebook-related activities and posts. This section further consists
of the following four parts:
• Multimedia Post
• CTA Post
• Carousel/Video Post
• Facebook livestreaming
The details of these first three are discussed in upcoming sections.

To access this section, you need to make sure that all your Facebook accounts have already
been imported.
1. Select Import Facebook accounts from the top of your screen.

2. Select Login with Facebook.

3. Your account will be imported successfully.
You can also see the Import Account section for clarification.

Multimedia Post
To access the multimedia post section, select the Campaign list option from the Multimedia
Post section.

A Text/Image/Link/Video Poster screen will appear, it consists of a list of campaign types and
names you can search for a campaign by using the search bar. You can adjust the number of
campaigns to be viewed per page. You can choose the date range for the narrowed search.
You can also sort them out based on their status. You can arrange the names either in
ascending or descending order by using the arrows in the header of the table. You can narrow
down your search by selecting the Page name and Posts.

To perform different actions on the campaigns, select option against the campaign you
want to perform actions on.

The following are the actions that can be performed:

• View the post by selecting .

• View the campaign report by selecting
• Fetch the JSON by selecting
• Edit a campaign
• Delete a campaign
 Note

• For the posts that are already published, you cannot fetch the JSON code nor edit
them.
• If the parent campaign has been selected while creating the campaign then only
the parent campaign will display the report.

Create new Multimedia Post

To create a new multimedia post, follow the steps given below:

1. Select from Text/Image/Link/Video Poster screen.

2. An Add text/image/link/video post screen will appear. User can either add one of the

following
• Text
• Link
• Image
• Video
3. Provide a Campaign name and a message, link, image or video based on your selection
from the step 2.
4. Select the pages to which this needs to be posted.
5. Select an Auto reply template as well.
6. Schedule a Posting time.
7. Once done, you need to select Create campaign option.
 Note

• You can check the preview version that appears on the right side of the screen for a
better analysis of the way your post will appear.

CTA Post
To access the CTA post section, select the Campaign list option from CTA Post section.

A CTA (Call to Action) Poster screen will appear, it consists of a list of campaign types and
names you can search for a campaign by using the search bar. You can adjust the number of
campaigns to be viewed per page. You can choose the date range for the narrowed search. You
can also sort them out based on their status. You can arrange the names either in ascending or
descending order by using the arrows in the header of the table. You can narrow down your
search by selecting the Page name.

To perform different actions on the campaigns, select option against the campaign you
want to perform actions on.
The following are the actions that can be performed:

• View the post by selecting

• View the campaign report by selecting

• Edit a campaign
• Delete a campaign
 Note

• For the posts that are already published, you cannot edit them.
• If the parent campaign has been selected while creating the campaign then only
the parent campaign will display the report.

Create new CTA Post

To create a new CTA post, follow the steps given below:

1. Select from CTA (Call to Action) Poster screen.

2. Provide a Campaign name and a message.

3. Provide the paste link and CTA button type.
4. Select the pages to which this needs to be posted.
5. Select an Auto reply template as well.
6. Schedule a Posting time.
7. Once done, you need to select Create campaign option.
 Note

• You can check the preview version that appears on the right side of the screen for a
better analysis of the way your post will appear.

Carousel/Video Post
To access the Carousel/Video Post section, select the Campaign list option from
Carousel/Video Post section.

A Carousel/Slider Poster screen will appear, it consists of a list of campaign types and names
you can search for a campaign by using the search bar. You can adjust the number of
campaigns to be viewed per page. You can choose the date range for the narrowed search. You
can also sort them out based on their status. You can arrange the names either in ascending or
descending order by using the arrows in the header of the table. You can narrow down your
search by selecting the Page name.

To perform different actions on the campaigns, select option against the campaign you
want to perform actions on.
The following are the actions that can be performed:

• View the post by selecting

• View the campaign report by selecting
• Fetch the JSON by selecting

• Edit a campaign
• Delete a campaign
 Note

• For the posts that are already published, you cannot fetch the JSON code nor edit
them.
• If the parent campaign has been selected while creating the campaign then only
the parent campaign will display the report.

Create new Carousel/Video Post

To create a new Carousel/Video post, follow the steps given below:

1. Select from Carousel/Slider Poster screen.

2. A Carousel/Slider Poster screen will appear. User can either add one of the following:
• Carousel
• Video slide show
3. Provide a Campaign name and a message, slider link or video-slide based on your selection
from the step 2.
4. Provide the Slider Content 1.
5. Select the pages to which this needs to be posted.
6. Schedule a Posting time.
7. Once done, you need to select Create campaign option.
Social Poster
Social poster is used to manage all activities from a different account on one platform. This
section further consists of following seven parts:
• Text Post
• Image Post
• Video Post
• Link Post
• Html Post
• Auto post
• Bulk post planner.

The details of these will be discussed in upcoming sections and start with Import social
accounts.

Import social accounts

To access this section, you need to make sure that all your social accounts have already been
imported.
Tab on Import social accounts.

A Social accounts window will appear on the screen and we will demo to you some of it.

Twitter accounts
To import your twitter account, follow the steps given below:

1. Select from the Twitter accounts section.

2. You will be redirected to twitter’s authorization page view.
3. Select Authorize app button, once done you will be redirected back to the application.
Reddit accounts
To import your Reddit account, follow the steps given below:

1. Select from the Reddit accounts section.

2. If already signed in, you will be redirected to Reddit authorization page view.
3. Select Allow to all permissions. Once done you will be redirected back to the application.
Blogger accounts
To import your Blogger account, follow the steps given below:

1. Select from the Blogger accounts section.

2. Select the account which you want to use.
3. Select Allow to all permissions. Once done you will be redirected back to the application.
WordPress accounts
To import your WordPress account, follow the steps given below:

1. Select from the top left of the WordPress accounts screen.

2. Select the account which you want to use.

3. Select Allow to all permissions. Once done you will be redirected back to the application.
WordPress site (self-hosted)
To import your WordPress site (self-hosted), follow the steps given below:

1. Select from the top left of the WordPress site (self-hosted) screen.
2. You will be redirected to WordPress site (self-hosted) screen.
3. You can add new site by selecting the Add new site option.

4. Provide the Domain name, User key and Authentication key, then select Save.
5. You can also download the API plugin by selecting Download API Plugin from WordPress
site (self-hosted) screen.
6. Once your account is imported you can refresh. edit and delete it from the table.
• Refresh the site with the refresh button.
• Click the edit button, perform your changes here, then hit Save.
• if you want to delete, click the delete button. A modal of delete confirmation will
appear. Hit OK to confirm.
Text Post
To access the Text post section, select the Campaign list option from Text Post section.

A Text post screen will appear, it consists of a list of campaign types and campaign names you
can search for a campaign by using the search bar. You can adjust the number of campaigns to
be viewed per page. You can choose the date range for narrowed search. You can also sort
them out based on their status. You can arrange the names either in ascending or descending
order by using the arrows in the header of the table.
The following are the actions that can be performed against the campaign you want to perform
actions on:
• Edit a campaign
• Clone the campaign by selecting .
• View the campaign report by selecting .
• Delete a campaign
Create new Text Post
To create a new Text post, follow the steps given below:

1. Select from Text post screen.

2. Provide a Campaign name and a message.

3. Select a Posting time for the text post.
4. Select the social accounts from which this needs to be posted.

5. Once selected all required options, you need to select Create campaign option.
Image Post
To access the Image post section, select the Campaign list option from the Image Post section.

An Image post screen will appear, it consists of a list of campaign types and campaign names
you can search for a campaign by using the search bar. You can adjust the number of
campaigns to be viewed per page. You can choose the date range for the narrowed search. You
can also sort them out based on their status. You can arrange the names either in ascending or
descending order by using the arrows in the header of the table.
The following are the actions that can be performed against the campaign you want to perform
actions on:
• Edit a campaign.
• Clone the campaign by selecting .
• View the campaign report by selecting .
 • Delete a campaign

Create new Image Post

To create a new Image post, follow the steps given below:

1. Select from Text post screen.

2. Provide a Campaign name, title and a message.
3. Provide a Link for pinterest and rich content.

4. Select a Posting time for the text post.

5. Select the social accounts from which this needs to be posted.

6. Once selected all required options, you need to select Create campaign option.
Video Post
To access the Video post section, select the Campaign list option from the Video Post section.
A Video post screen will appear, it consists of a list of campaign types and campaign names
you can search for a campaign by using the search bar. You can adjust the number of
campaigns to be viewed per page. You can choose the date range for the narrowed search.
You can also sort them out based on their status. You can arrange the names either in
ascending or descending order by using the arrows in the header of the table.

The following are the actions that can be performed against the campaign you want to perform
actions on:
• Edit a campaign.
• Clone the campaign by selecting .
• View the campaign report by selecting .
• Delete a campaign.
Create new Video Post
To create a new Video post, follow the steps given below:

1. Select from Video post screen.

2. Provide a Campaign name and a title.

3. Select the type of privacy from the dropdown menu for YouTube.
4. If needed, provide a video thumbnail URL for the Facebook platform.
5. Provide a message in the Message field.
6. Select a Posting time for the video post.

7. Select the social accounts from which this needs to be posted.

8. Once selected all required options, you need to select Create campaign option.
Link Post
To access the Link post section, select the Campaign list option from the Link Post section.

A Link post screen will appear, it consists of a list of campaign types and campaign names you
can search for a campaign by using the search bar. You can adjust the number of campaigns to
be viewed per page. You can choose the date range for the narrowed search. You can also sort
them out based on their status. You can arrange the names either in ascending or descending
order by using the arrows in the header of the table.

The following are the actions that can be performed against the campaign you want to perform
actions on:
• Edit a campaign.

• Clone the campaign by selecting .

• View the campaign report by selecting .
• Delete a campaign.
Create new Link Post
To create a new Link post, follow the steps given below:

1. Select from Link post screen.

2. Provide a Campaign name, title.

3. If needed, provide a Link.
4. Select a Posting time for the link post.
5. Upload a thumbnail by dragging and dropping the files.
6. Enter a message to be send via this post.
7. Select the social accounts from which this needs to be posted.
8. Once selected all required options, you need to select Create campaign option.

Html Post
To access the Html post section, select the Campaign list option from the Html Post section.
An Html post screen will appear, it consists of a list of campaign types and campaign names
you can search for a campaign by using the search bar. You can adjust the number of
campaigns to be viewed per page. You can choose the date range for the narrowed search.
You can also sort them out based on their status. You can arrange the names either in
ascending or descending order by using the arrows in the header of the table.

The following are the actions that can be performed against the campaign you want to perform
actions on:
• Edit a campaign.
• Clone the campaign by selecting .
• View the campaign report by selecting .
• Delete a campaign
Create new Html Post

To create a new Html post, follow the steps given below:

1. Select from Html post screen.

2. Provide a Campaign name, and title.
3. Select a Posting time for the html post.
4. Provide the rich content message in the field provided.

5. Select the social accounts from which this needs to be posted.

6. Once selected all required options, you need to select Create campaign option.

Auto Post
Auto Post has 3 tools:
• RSS feed post
• Wp feed post
• Youtube video post.

RSS Feed Post

To access the RSS Feed Post section, select the Campaign list option from RSS Feed Post
section.
 Note

• RSS auto posting will be published as Link post. It will post once any new feed
comes to RSS feed after setting it in the system. It will not post any existing feeds
during setup the campaign.
• You need to add XMLs for this feature to be published.

An RSS-auto posting screen will appear, it consists of a list of Feed names you can search for a
feed by using the search bar. You can adjust the number of feeds to be viewed per page. You
can choose the date range for the narrowed search. You can arrange the names either in
ascending or descending order by using the arrows in the header of the table.

To perform different actions on the feeds, select option against the feed you want to
perform actions on.
The following are the actions that can be performed against the feed you want to perform
actions on:

• Manage the settings of the campaign by selecting .

• Disable the feed by selecting .

• Delete the feed.

• Track down the errors in XML by selecting .
Create a new auto posting feed

To create a new Html post, follow the steps given below:

1. Select from RSS auto-posting screen.

2. Provide a Feed name.

3. Provide an RSS feed URL, which is an XML, fetched by an RSS feed reader.
4. Select Add feed button.
How to share YouTube Video to Social Media Automatically with Messenger Bot.App add-
on

YouTube RSS Feed Post: YouTube RSS Feed Post allows you to post automatically of your new
comes YouTube video to your YouTube channels with Messenger Bot.App. After adding your
YouTube Channel ID and Creating Campaign, when new video come in your YouTube channel,
system will automatically post your YouTube videos on your campaign's Social Medias.

YouTube Auto Posting feature will share your YouTube video on following Social Medias:

Facebook Pages

Twitter Accounts

LinkedIn Accounts

Reddit Accounts

Create YouTube RSS Auto Posting Feed :

First of all, Go to Broadcasting -> Auto Post -> YouTube Video Post section and click on the Add
New YouTube Channel button, a modal will appear and provide your Feed name and your
YouTube Channel ID, then hit Add Feed button.
Create YouTube RSS Auto Posting Campaign :

After Creating YouTube RSS Feed, now you need to set up your Campaign for Auto Sharing of
your new comes YouTube Videos. Click on Settings button to get started with Campaign. A
Campaign Creation form will appear, fill up the field and hit Create Campaign button.
Now you're all set up. Now when system gets a new video on your YouTube Channels, it will
share automatically to your selected Social media.

How To Share WordPress Blog Post To Social Media Automatically

Messenger Bot has come with a brand new add-on called Auto Post. This add-on has two great
features. WordPress Blog Post is one of them. WordPress blog post will allow you to post new
posts on user-specified social media. Here we are going to show you how to share WordPress
blog post to social media.
To get started with Wordpress blog post, you've to add the Wordpress blog URL. Click on the
Social Posting menu in the dashboard. It will take you to an interface. Find out Auto post
section there. Check out the screenshot below:

Click on the Actions button. It will pop up a menu box. Now click on the Wp feed post link from
there. Follow as you see on the following screenshot:

Now you will get another interface as seen on the screenshot below. Click on the Add new
wordpress blog button.

This time it will open up a modal asking for Feed Name and WordPress blog URL. Fill in the two
fields. You can put a name for the Feed name. Select the blog URL from the dropdown. Note
that blog URL comes from Social Apps > Wordpress (self-hosted) this section in the dropdown.
So you need to set up that first. So do it.

Once you've done, close the modals. After that the page will automatically be refreshed and
you will see the Wordpress blog has been added.

Now it's time to tell the system on which social media your blog posts will be published. To do
that click on the Actions button and then click on the round (grear-icon) Settings button as the
red-marked arrow indicates on the following image.
It will open up an modal from where you can specify social media, time zone, time range, and
default meesage for your blog posts to be published. So set up those things as you need. Finally
save those settings by clicking the Create Campaign button. And you are done!

There are other options there too. You can tell the system not to publish posts anymore on
social media by clicking the Disable button, though you will be able to enable it again. You can
check out the error log by click the Error button, and you can delete the blog settings by clicking
the Delete button.

How To Post On Social Media From CSV File With Messenger Bot Bulk Post Planner
Post Planner – a completely brand new module of Messenger Bot. It allows you to upload bulk
image, link, and text campaigns via CSV file to be posted on specified social media.

Today, you’re going to see how to deal with Post Planner and make campaigns using CSV file
upload. First of all, take a look at how the CSV file should be formatted with data.

The CSV file has to have 4 header fields with the exact name as the following –
campaign_name, campaign_type, message, and source. These are the required header fields.
The values for the campaign_name field may be optional. But you have to put values for the
campaign_type and message fields. The campaign_type must be one of three types – text,
image, or link. The values for the source field may be optional, but we recommend you provide
values for the source header field, especially for image and link campaign types.
How it Works

Log in to your dashboard then find out the Social Posting menu from the left-hand side menu
box. Click on that menu. See the screenshot below:

Now you need to scroll down onto the Social Posting page. Find out Bulk Post Planner module
navigating box under the Social Poster section and click on the Campaign list link there as red-
marked on the screenshot:

This will take you to the following interface. Read the information about how the data in the
CSV file should be formatted. To get the idea, you could download the sample.csv file. Do it as
described in the image below:

Once you’ve downloaded the sample CSV file or you’ve prepared CSV file, then you can upload
it via the upload interface as described below on the screenshot:

Once you’ve uploaded the CSV file, you should then get an interface with a table that contains
the data you’ve uploaded. At the top of the data-table, you should see two buttons named –
Manual and Automatic.
The Manual button allows you to set up date-time for each and every campaign manually while
the Automatic button allows you to set up start-date, post-time-range, post-interval, and day-
off for the campaigns and after that, the system will then automatically calculate your settings
and apply them to the campaigns.

Automatic Settings
Let’s start with Automatic settings. Click on the Automatic button. It will hide the data-table
and pop up another interface by which you can set up start-date, post-time-range, post-
interval, and day-off. The start-date tells on which date you want the system to start posting on
social media. By setting up post-time-range you tell the system to post on social media between
two specified times of each day except those days that are off. The post-interval tells how often
you want to post on social media. The last one, the day-off tells the system not to post on
specified day(s). Once you’ve set up all the settings, click on the button below called Next. It is
located under the Schedule Settings section of that page.
By clicking on the Next button, you will get a modal that will tell you to input timezone and
social media settings. If you’ve imported social media accounts, then those media will be
available via dropdowns on the modal. Click on the red-marked select-boxes to see them and
select as your needs.

Once you’re done with the setup, you can create campaigns. To create campaigns, click on the
button named Create Campaigns.

If everything goes well, the system will tell you about how many campaigns have been created
from your CSV file upload. Now you can navigate to those campaigns created just now by
clicking on them one by one. See the screenshot below:
To view the child campaigns you need to click the on the button indicated by the red-marked
arrow sign. It will pop up a modal with those campaigns.
Manual Settings
Now we will see how we can create manual campaign settings. It’s really simple. Assuming
you’ve uploaded the CSV file. Now you should have the data-table interface. Now you need to
click on the Manual button. This will open up date-time fields on the right-hand side of the
data-table for each and every campaign. See the screenshot below:

Now you need to put values for the date-time input fields one by one by clicking on it as
described below on the screenshot:
Once you’ve done that you can go for the timezone and social media settings by clicking on the
Next button as you did it previously in the Automatic Settings. Finally create campaigns by
clicking the Create Campaigns button.

Live Streaming With Pre-recorded Video on Facebook

Facebook Live Streaming Campaign

Go to Social Posting > Facebook livestreaming and you'll see your created streaming
campaigns with Messenger Bot. You can visit, edit, delete and clone campaign with actions
button of the campaign.
Create Livestreaming Campaign

Click on the Create new campaign button to get the create campaign form.
Create your live Streaming campaign with the required informations.
• Upload your video.
• You can choose when to stream, now or later
• You can also create event before going live. When you schedule a live event, an
announcement post will be published to News Feed letting your fans on Facebook know
that the broadcast is coming. People who see the post can opt in to receive a one-time
reminder notification that will alert them shortly before your broadcast begins. Your
fans can then join a pre-broadcast lobby directly before the live video starts, where they
can connect and interact with other viewers.
• You can choose where to post among your timeline,pages annd groups.
• You can enable auto share and choose among your timeline or pages to share the post .
It will be automatically shared (only works for page post).
• You can crosspost to your pages. Crossposting refers to streaming live broadcast to
multiple Facebook pages without uploading to each pages or sharing the original live
video.
• You can enable auto comment , means after this post publish, there will be a comment
there already on behalf of you.
Search Tools
Search Tools feature allows you to manage all compare the website and help you search
hashtags.

To view this section, navigate to Search Tools from the navigation menu located at the left and
click on it.

A screen containing the following two sections will appear:

• Website comparison
• Hashtag search

For this section, we only have a Website Comparison demo.

Website comparison
You can compare two websites by using this feature. To access the Website comparison
section, select the Actions option from the Website comparison section.
1. A Website comparison screen will appear.
2. Enter both the websites to be compared in the Website and Competitor website field
respectively.
3. Hit Search.

A website comparison report will appear on the screen.

Support Desk (Customer support)
Support Desk is now known as Customer support. This feature has two sub-sections:

• Chat Support
• Email Support
Chat Support
To access it, click Chat Support under Customer support on the navigation menu.
You will be directed to Messenger to login into your account. Fill in your
email/username/number and password, then click continue.

After that, you will go straight ahead to your chat with our Messenger Bot chat support. For
you to start, use one of the keywords that the chatbot has shown.
You will be asked next if you wanted a Live Agent Request or Resume Chat With Bot.

If you choose Live Agent Request, a reply response will be sent to you by our chatbot and he
will get you a live agent in a moment.
You can chat with the chatbot again by clicking Resume Chat with Bot then it will respond to
you right away with choices you can reply, Chat with human, or Restart.

Here's what it will respond to. Wait for the Live Agent to respond to you if you desire.
Email Support
The Email Support feature allows you to manage all the complaints related to billing, technical,
or any query related.

To view this section, navigate to Customer Support from the navigation menu located at the
left and select Email Support.
A ticket screen will appear. It displays information about the time when the ticket was
created, the person who created the ticket, and the status of the ticket.

Create new ticket

To create the new ticket, follow the steps given below:
1) Select the New ticket option from the Tickets screen.

2) An Open Ticket will appear, you need to provide the ticket title.
3) Select the type of ticket from the dropdown menu.
4) Provide the Ticket description.
5) Select the Open ticket option.
Your ticket will be created and respective personnel will be notified. You can check out if there
is a reply to your ticket by clicking one of your tickets.

Here's an example of a response to your created ticket. if this resolves your issue, click Resolve.
Logout
You can logout by selecting the currently logged-in profile from the top right. A dropdown
menu will appear on the screen. Now select the Logout option.