The Messenger action in your workflow sends a message to your contacts via Facebook Messenger. The contact needs to have previously messaged the connected Facebook page in your account no more than 24 hours before arriving at this event for the message to be successfully delivered

Utilize this workflow action to quickly follow up with a prospective client before the lead gets cold, allowing for a more personalized (and simplified) approach!

Templates

To use a previously created template for your message, click on the Templates field and select the one you want from the available options in your CRM. Templates help you save time and maintain consistency in your communication.

Message

If you choose not to use a template, you can type the message directly into the Message field. By clicking on the Custom Values option (Tag icon), you can select specific custom values and personalize the message, such as the contact’s name. And, you can also add Trigger links by clicking the lightning bolt icon. 

Add Attachment

To include an attachment in your message, click the green Add Attachment button and select the file from your computer. Attachments can help provide additional details, such as PDFs, images, or documents relevant to the conversation.

Add Files Through URL

You can also include files by inputting their URLs into the dedicated field and clicking +Add to include them in the message. This option is helpful when sharing files hosted online, such as presentations or downloadable resources. 

Save Action

After configuring your message, templates, and attachments click Save Action to complete the setup. Your Messenger action is ready to deliver a good and engaging customer experience.

By incorporating features like templates, custom values, and attachments, you can create a highly personalized and efficient messaging experience. Use these tools to ensure timely follow-ups and guide your customers toward meaningful actions, all while maintaining clear and structured communication.